Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 12-01-2010 , and ending 11-30-2011
G
Check all that apply:
Name of foundation
Lovett-Woodsum Foundation Inc
c/o Summit Partners

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

04-2944183
B Telephone number (see page 10 of the instructions)

(617) 824-1000
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$37,762,797J 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) 6,231,471
2 Check bullet
3 Interest on savings and temporary cash investments 12,106 12,106  
4 Dividends and interest from securities...... 465,981 465,981  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 69,580
b Gross sales price for all assets on line 6a 11,965,609
7 Capital gain net income (from Part IV, line 2)... 3,475,758
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 50,820 50,820  
12 Total. Add lines 1 through 11........ 6,829,958 4,004,665  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 44,617 44,617   0
17 Interest............... 5,994 5,994   0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 51,755 11,755   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,044 3,044   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 128,245 126,821   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 233,655 192,231   0
25 Contributions, gifts, grants paid........ 2,113,328 2,113,328
26 Total expenses and disbursements. Add lines 24 and 25 2,346,983 192,231   2,113,328
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,482,975
b Net investment income (if negative, enter -0-) 3,812,434
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 509,456 1,218,794 1,218,794
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 6,863,202 Click to see attachment10,684,852 11,099,521
c Investments—corporate bonds (attach schedule)........ 0 Click to see attachment1,947 3,410
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 24,300,930 Click to see attachment24,251,127 25,441,072
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) 31,673,588 36,156,720 37,762,797
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 9,750 9,907
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).......... 9,750 9,907
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 31,663,838 36,146,813
30 Total net assets or fund balances (see page 17 of the
instructions).................... 31,663,838 36,146,813
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 31,673,588 36,156,720
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 31,663,838
2 Enter amount from Part I, line 27a...................... 2 4,482,975
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 36,146,813
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 36,146,813
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 Stericycle, Inc. (SRCL)   2005-05-02 2011-10-06
b Stericycle, Inc. (SRCL)   2008-01-25 2011-10-06
c Stericycle, Inc. (SRCL)   2009-01-27 2011-10-06
d Stericycle, Inc. (SRCL)   2009-04-30 2011-10-06
e Stericycle, Inc. (SRCL)   2009-04-30 2011-10-06
Stericycle, Inc. (SRCL)   2010-05-14 2011-10-06
Stericycle, Inc. (SRCL)   2010-05-21 2011-10-06
Stericycle, Inc. (SRCL)   2010-05-25 2011-10-06
Morgan Stanley   2005-01-01 2011-02-04
Mills Corporation   2005-01-01 2011-02-17
Royal Dutch Petro Shell   2005-01-01 2011-06-13
Crown Castle International Corp. (CCI)   2008-11-26 2011-02-02
Crown Castle International Corp. (CCI)   2008-11-28 2011-02-02
Crown Castle International Corp. (CCI)   2008-12-01 2011-02-02
Crown Castle International Corp. (CCI)   2008-12-03 2011-02-02
Vitamin Shoppe Inc. (VSI)   2009-10-28 2011-02-03
Vitamin Shoppe Inc. (VSI)   2009-10-28 2011-02-03
Vitamin Shoppe Inc. (VSI)   2009-10-30 2011-02-03
Vitamin Shoppe Inc. (VSI)   2009-10-30 2011-02-03
MFO Blackrock Provident Inst Funds T   2010-10-26 2010-12-01
MFO Blackrock Provident Inst Funds T   2010-10-26 2010-12-16
MFO Blackrock Provident Inst Funds T   2010-10-26 2011-04-25
MFO Blackrock Provident Inst Funds T   2011-01-12 2011-04-29
MFO Blackrock Provident Inst Funds T   2011-01-12 2011-06-27
MFO Blackrock Provident Inst Funds T   2009-11-30 2010-12-01
MFO Metropolitan West Funds Total Rtn   2011-07-29 2011-08-01
KINDER MORGAN ENERGY   2004-07-22 2011-05-10
KINDER MORGAN ENERGY   2008-02-07 2011-05-10
PLAINS ALL AMERN PIPL LP   2005-05-23 2011-05-10
PLAINS ALL AMERN PIPL LP   2005-05-23 2011-05-11
SUNOCO LOGISTICS PRTS LP   2005-08-02 2011-05-10
SUNOCO LOGISTICS PRTS LP   2005-08-02 2011-05-11
CANADIAN OIL SANDS LTD   2008-06-27 2011-09-15
CANADIAN OIL SANDS LTD   2008-06-30 2011-09-15
INERGY L.P.   2004-07-22 2011-10-13
INERGY L.P.   2004-07-22 2011-10-13
KINDER MORGAN ENERGY   2004-07-22 2011-05-10
KINDER MORGAN ENERGY   2004-07-22 2011-05-10
PLAINS ALL AMERN PIPL LP   2004-07-22 2011-05-10
PLAINS ALL AMERN PIPL LP   2004-07-22 2011-05-11
SUNOCO LOGISTICS PRTS LP   2004-07-22 2011-05-10
SUNOCO LOGISTICS PRTS LP   2004-07-22 2011-05-11
E.ON AG ADR   2008-09-04 2011-04-07
CANADIAN OIL SANDS LTD   2008-03-27 2011-09-13
BNP PARIBAS LP   2008-10-14 2011-09-08
FORTUM OYJ LP   2006-04-24 2011-09-08
GSIP   2008-01-01 2011-11-30
CMS Private REIT   2003-04-01 2011-12-31
Quellos Real Assets (E)   2004-01-01 2011-12-31
Quellos Real Assets (E)   2004-01-01 2011-12-31
Quellos Real Assets (T)   2004-03-04 2011-12-31
SS Fixed Income   2009-04-01 2011-12-31
SS Fixed Income   2009-04-01 2011-12-31
Whitehall 2007   2007-01-01 2011-12-31
Whitehall 2007   2007-01-01 2011-12-31
HKL I LLC   2006-11-01 2011-12-31
HKL I LLC   2006-11-01 2011-12-31
Merrill Lynch (Div. Portf.) Partnerships   2004-07-01 2011-12-31
Capital Gains Dividends P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 191,487   58,739 132,748
b 20,123   14,147 5,976
c 102,223   62,860 39,363
d 282,441   166,207 116,234
e 271,333   160,089 111,244
60,126   42,344 17,782
40,326   28,572 11,754
57,953   40,553 17,400
      0
3,344     3,344
    5 -5
1,302,939   421,064 881,875
836,573   266,470 570,103
148,804   44,653 104,151
484,755   154,716 330,039
1,176,260   708,004 468,256
326,710   196,684 130,026
8,721   5,289 3,432
778,389   454,903 323,486
484,072   484,072 0
650,000   650,000 0
1,000,000   1,000,000 0
1,000,000   1,000,000 0
1,200,000   1,200,000 0
15,928   15,928 0
779,749   771,689 8,060
40,749   40,749 0
6,298   6,298 0
23,204   23,204 0
13,586   13,586 0
6,667   6,667 0
6,560   6,560 0
6,600   15,546 -8,946
19,976   48,536 -28,560
43,274   43,274 0
43,274   36,828 6,446
40,749   25,320 15,429
6,298   4,429 1,869
23,204   17,412 5,792
13,586   10,364 3,222
6,667   4,354 2,313
6,560   4,354 2,206
15,962   28,380 -12,418
16,331   32,679 -16,348
10,027   19,697 -9,670
14,856   16,571 -1,715
15,158   14,903 255
1,032     1,032
10,365     10,365
45,244     45,244
1,328     1,328
    10,253 -10,253
293,150     293,150
    425 -425
    112,294 -112,294
271     271
5,582     5,582
    180 -180
6,795     6,795
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       132,748
b       5,976
c       39,363
d       116,234
e       111,244
      17,782
      11,754
      17,400
      0
      3,344
      -5
      881,875
      570,103
      104,151
      330,039
      468,256
      130,026
      3,432
      323,486
      0
      0
      0
      0
      0
      0
      8,060
      0
      0
      0
      0
      0
      0
      -8,946
      -28,560
      0
      6,446
      15,429
      1,869
      5,792
      3,222
      2,313
      2,206
      -12,418
      -16,348
      -9,670
      -1,715
      255
      1,032
      10,365
      45,244
      1,328
      -10,253
      293,150
      -425
      -112,294
      271
      5,582
      -180
      6,795
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 3,475,758
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 2,080,039 32,220,618 0.064556
2008 2,117,513 32,165,419 0.065832
2007 2,743,844 44,670,587 0.061424
2006 1,873,963 44,159,247 0.042436
2005 1,423,646 40,365,464 0.035269
2 Total of line 1, column (d) ...................... 2 0.269517
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 0.053903
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 37,953,589
5 Multiply line 4 by line 3....................... 5 2,045,812
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 38,124
7 Add lines 5 and 6......................... 7 2,083,936
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,113,328
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 38,124
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 38,124
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 38,124
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 52,616
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 52,616
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 14,492
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet14,492 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletMA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMr David H Hopfenberg Telephone no.bullet (617) 824-1000
    Located atbullet222 Berkeley Street 18th FloorBostonMA ZIP+4bullet02116
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
    Yes
     
    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 bulletCA
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Anne R Lovett President
    0.00     		0 0 0
    117 Cromwell Point Road
    Holderness,NH03245
    Stephen G Woodsum Treasurer
    0.00     		0 0 0
    25 Card Sound Road
    Key Largo,FL33037
    David H Hopfenberg Clerk
    0.00     		0 0 0
    122 North Road
    Saunderstown,RI02874
    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
    15,855,616
    b
    Average of monthly cash balances.......................
    1b
    1,379,713
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    21,296,233
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,531,562
    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
    38,531,562
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    577,973
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    37,953,589
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    1,897,679
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,897,679
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    38,124
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    38,124
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,859,555
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    1,859,555
    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
    1,859,555
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,113,328
    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
    2,113,328
    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
    38,124
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    2,075,204
    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 1,859,555
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 586,357
    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.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 2,113,328
    a Applied to 2009, but not more than line 2a 586,357
    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..... 1,526,971
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 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 ..........     		332,584
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    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).)
    Anne R Lovett
    Stephen G Woodsum
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS
    31 St James Ave Suite 520
    Boston,MA02116     		None Public Charity Unrestricted 7,500
    American Cancer Society
    165 East 56 Street
    New York,NY10022     		None Public Charity Unrestricted 200
    Animal Rescue League Of Boston
    PO Box 265
    Boston,MA02117     		None Public Charity Unrestricted 5,000
    Appalachian Mountain Club
    Five Joy Street
    Boston,MA02108     		None Public Charity Unrestricted 10,000
    Association Of Small Foundation
    1720 N Street NW
    Washington,DC20036     		None Public Charity Unrestricted 695
    August Scholars
    107 Marlborough Street
    Boston,MA02116     		None Public Charity Unrestricted 2,500
    Be The Change
    2 Canal Park
    Cambridge,MA02141     		None Public Charity Unrestricted 16,666
    Beacon Academy
    477 Longowood Avenue
    Boston,MA02215     		None Public Charity Unrestricted 10,000
    Beacon Hill Nursery School
    74 Joy Street
    Boston,MA02114     		None Public Charity Unrestricted 2,500
    Berklee College Of Music
    1140 Boylston St
    Boston,MA02215     		None Public Charity Unrestricted 16,668
    Bethel AME
    7 Palmer Street
    Roxbury,MA02119     		None Public Charity Unrestricted 1,000
    Bike And Build
    6109 Ridge Avenue Building 2
    Philadelphia,PA19128     		None Public Charity Unrestricted 250
    Black Ministerial Alliance Of Greater Boston
    7 Palmer Street
    Roxbury,MA02119     		None Public Charity Unrestricted 20,000
    Blackfoot Challenge
    PO Box 103
    Ovando,MT59854     		None Public Charity Unrestricted 2,500
    Boston Area Rape Crisis Center
    99 Bishop Allen Drive
    Cambridge,MA02139     		None Public Charity Unrestricted 12,500
    Boston Ballet
    19 Clarendon Street
    Boston,MA02116     		None Public Charity Unrestricted 10,000
    Boston Children's Museum
    300 Congress Street
    Boston,MA02210     		None Public Charity Unrestricted 155,000
    Boston Medical Center
    715 Albany Street M-4th Floor
    Boston,MA02118     		None Public Charity Unrestricted 20,000
    Boston Ten Point Coalition
    215 Forest Hills
    Jamaica Plain,MA02130     		None Public Charity Unrestricted 25,000
    Boys And Girls Club Of Boston
    50 Congress Street Suite 730
    Boston,MA02109     		None Public Charity Unrestricted 105,000
    Brandeis University-Eli Segal Endowment Fund
    415 South Street
    Waltham,MA02454     		None Public Charity Unrestricted 5,000
    Bridge House
    260 Highland Street
    Plymouth,NH03245     		None Public Charity Unrestricted 5,000
    Buckingham Browne & Nichols
    80 Gerrys Landing
    Cambridge,MA02138     		None Public Charity Unrestricted 500
    Career Collaborative
    711 Atlantic Avenue suite B2
    Boston,MA02111     		None Public Charity Unrestricted 4,000
    Casa Myrna Vasquez
    PO Box 180019
    Boston,MA02118     		None Public Charity Unrestricted 5,000
    Charles River Clean Up
    26 Lakeview Road
    Framingham,MA01701     		None Public Charity Unrestricted 1,000
    Charles River Watershed
    190 Park Road
    Weston,MA02493     		None Public Charity Unrestricted 1,000
    Chocorua Chapel
    PO Box 356
    Holderness,NH03245     		None Public Charity Unrestricted 3,500
    City Year
    287 Columbus Avenue
    Boston,MA02116     		None Public Charity Unrestricted 10,000
    Community Servings
    18 Marbury Terrace
    Jamiaca Plain,MA02130     		None Public Charity Unrestricted 10,000
    Currier Art Gallery
    150 Ash Street
    Manchester,NH03104     		None Public Charity Unrestricted 25,000
    Dwight Hall At Yale University
    67 High Street
    New Haven,CT06520     		None Public Charity Unrestricted 500
    Edvestors
    140 Clarendon Street
    Boston,MA02116     		None Public Charity Unrestricted 12,500
    Emerald Necklace Conservancy
    2 Brookline Place
    Brookline,MA02445     		None Public Charity Unrestricted 500
    Esplanade Association
    Ten Derne Street
    Boston,MA02114     		None Public Charity Unrestricted 2,510
    Facing History And Ourselves
    16 Hurd Road
    Brookline,MA02445     		None Public Charity Unrestricted 1,000
    Families First
    99 Bishop Allen Drive
    Cambridge,MA02138     		None Public Charity Unrestricted 5,000
    First Literacy
    160 Boylston Street
    Boston,MA02116     		None Public Charity Unrestricted 500
    French Library And Cultural Center
    53 Marlborough St
    Boston,MA02116     		None Public Charity Unrestricted 1,500
    Friends Of Tennis
    212 Anchor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 2,500
    Future Chefs
    681 Main Street Suite 2-4
    Waltham,MA02451     		None Public Charity Unrestricted 8,500
    Germain Lawrence
    18 Claremont Avenue
    Arlington,MA02476     		None Public Charity Unrestricted 1,500
    Greater Boston Food Bank
    99 Atkinson Street
    Boston,MA02118     		None Public Charity Unrestricted 10,000
    Green Light Fund
    2 Canal Park
    Cambridge,MA02141     		None Public Charity Unrestricted 15,250
    Heading Home
    PO Box 390516
    Cambridge,MA02139     		None Public Charity Unrestricted 5,000
    Hill House
    127 Mt Vernon Street
    Boston,MA02108     		None Public Charity Unrestricted 500
    Historic New England
    141 Cambridge Street
    Boston,MA02114     		None Public Charity Unrestricted 3,500
    Holderness Historical Society
    PO Box 319
    Holderness,NH03245     		None Public Charity Unrestricted 125
    Holderness Library
    PO Box L
    Holderness,NH03245     		None Public Charity Unrestricted 500
    Horizons For Homeless Children
    90 Cushing Ave
    Dorchester,MA02125     		None Public Charity Unrestricted 50,000
    Initiative For a Competitive Inner City
    727 Atlantic Avenue
    Boston,MA02111     		None Public Charity Unrestricted 10,000
    Inner-City Scholarship Fund
    260 Franklin Street
    Boston,MA02110     		None Public Charity Unrestricted 12,000
    Island Alliance
    408 Atlantic Avenue
    Boston,MA02110     		None Public Charity Unrestricted 10,000
    John D Mineck Foundation
    90 Cushing Ave
    Dorchester,MA02125     		None Public Charity Unrestricted 800
    Jumpstart Boston
    308 Congress Street
    Boston,MA02210     		None Public Charity Unrestricted 25,000
    Lakes Region United Way
    95 Water Street
    Laconia,NH03246     		None Public Charity Unrestricted 10,000
    Light Boston
    3 School Street
    Boston,MA02108     		None Public Charity Unrestricted 500
    Loon Preservation Committee
    PO Box 604
    Moultonborough,NH03254     		None Public Charity Unrestricted 3,500
    Masphumelele Corporation
    PO Box 221
    Center Harbor,NH03226     		None Public Charity Unrestricted 5,000
    Mass Women's Political Caucus Ed Fund
    9B Hamilton Office Place
    Boston,MA02108     		None Public Charity Unrestricted 1,000
    Massachusetts Alliance On Teen Pregnancy
    105 Chauncy Street 8th Floor
    Boston,MA02111     		None Public Charity Unrestricted 10,000
    Massachusetts Audubon Society
    208 South Great Road
    Lincoln,MA01773     		None Public Charity Unrestricted 5,000
    Massachusetts General Hospital
    165 Cambridge Street
    Boston,MA02114     		None Public Charity Unrestricted 10,000
    Mayhew Program
    293 West Shore Road
    Bristol,NH03222     		None Public Charity Unrestricted 5,500
    Mercy Corps
    45 SW Ankeny Street
    Portland,OR97204     		None Public Charity Unrestricted 2,000
    MetroLacrosse
    150 Mt Vernon Street
    Dorchester,MA02125     		None Public Charity Unrestricted 5,000
    Montana Land Reliance
    324 Fuller Avenue POBox 355
    Helena,MT59624     		None Public Charity Unrestricted 10,000
    Mory's Preservation Inc
    306 York Street
    New Haven,CT06511     		None Public Charity Unrestricted 50,000
    Museum Of African American History
    14 Beacon St Suite 719
    Boston,MA02108     		None Public Charity Unrestricted 5,000
    Museum Of Fine Arts
    465 Huntington Avenue
    Boston,MA02115     		None Public Charity Unrestricted 10,000
    Museum Of Modern Art
    11 West 53rd Street
    New York,NY10019     		None Public Charity Unrestricted 120
    Museum Of Science
    1 Science Park
    Boston,MA02114     		None Public Charity Unrestricted 5,000
    My Sister's Keeper
    PO Box 8555
    Boston,MA02114     		None Public Charity Unrestricted 2,500
    NARAL New Hampshire Foundation
    18 Low Ave 5
    Concord,NH03301     		None Public Charity Unrestricted 1,000
    Neighborhood Association Of The Back Bay
    337 Newbury Strret
    Boston,MA02115     		None Public Charity Unrestricted 500
    New Hampshire Center For Public Policy
    One Eagle Square
    Concord,NH03301     		None Public Charity Unrestricted 5,000
    New Hampshire Charitable Foundation
    37 Pleasant Street
    Concord,NH03301     		None Public Charity Unrestricted 5,000
    New Hampshire Children's Trust Fund
    95 North State Street Suite 3
    Concord,NH03301     		None Public Charity Unrestricted 500
    New Hampshire Lakes Association
    3 Silk Farm Road
    Concord,NH03301     		None Public Charity Unrestricted 10,000
    New Hampshire Music Festival
    52 symphony Lane
    Center Harbor,NH03226     		None Public Charity Unrestricted 4,000
    New Hampshire Public Radio
    2 Pillsbury Street
    Concord,NH03301     		None Public Charity Unrestricted 7,500
    New Hampshire Public Television
    268 Mast Road
    Durham,NH03824     		None Public Charity Unrestricted 10,000
    New Schools Fund
    49 Stevenson Street 575
    San Francisco,CA94105     		None Public Charity Unrestricted 62,500
    Northern Forest Center
    PO Box 201
    Concord,NH03302     		None Public Charity Unrestricted 5,000
    Northfield Mount Hermon
    One Lamplighter Way
    Mount Hermon,MA01354     		None Public Charity Unrestricted 15,000
    Northwestern University
    633 Clark Street
    Evanston,IL60208     		None Public Charity Unrestricted 100,000
    Ocean Reef Cultural Center
    200 Anchor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 4,000
    Ocean Reef Fire Department
    110 Anchor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 295
    Ocean Reef Foundation
    200 Anchor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 16,300
    Old South Meeting House
    310 Washington Street
    Boston,MA02108     		None Public Charity Unrestricted 500
    One Love Foundation
    PO Box 1204
    Brooklandville,MD21022     		none public Charity unrestricted 1,000
    ORCAT
    97 S Harbor Drive
    Key Largo,FL33037     		None Public Charity Unrestricted 1,000
    Peer Health Exchange
    140 Clarendon Street
    Boston,MA02116     		None Public Charity Unrestricted 63,500
    Pemi-Baker Home Health Agency
    258 Highland Street Suite 14
    Plymouth,NH03264     		None Public Charity Unrestricted 5,000
    Pemi-Valley Habitat For Humanity
    PO Box 238
    Plymouth,NH03264     		None Public Charity Unrestricted 3,000
    Pine Street Inn
    444 Harrison Avenue
    Boston,MA02118     		None Public Charity Unrestricted 7,500
    Planned Parenthood League Of Massachusetts
    1055 Commonwealth Ave
    Boston,MA02115     		None Public Charity Unrestricted 15,000
    Planned Parenthood Of Northern New England
    89 South Main Street
    West Lebanon,NH03784     		None Public Charity Unrestricted 15,000
    Plymouth Congregational Church
    4 Post Office Square
    Plymouth,NH03264     		None Public Charity Unrestricted 14,500
    PMC
    77 4th Ave
    Needham,MA02494     		None Public Charity Unrestricted 500
    Positive Spin For ALS
    75 McNeil Way Suite 201
    Dedham,MA02026     		None Public Charity Unrestricted 500
    Princeton University
    701 Carnegie Center
    Princeton,NJ08544     		None Public Charity Unrestricted 10,000
    Project Bread
    145 Border Street
    East Boston,MA02128     		None Public Charity Unrestricted 5,100
    Project Hope
    255 Carter Hall Lane
    Millwood,VA22646     		None Public Charity Unrestricted 2,500
    Reach Out And Read
    56 Roland Street Suite 100D
    Boston,MA02129     		None Public Charity Unrestricted 25,000
    ROCA
    101 Park Street
    Chelsea,MA02150     		None Public Charity Unrestricted 5,000
    Room To Grow
    142 Berkeley Street
    Boston,MA02116     		None Public Charity Unrestricted 5,000
    Rosie's Place
    889 Harrison Avenue
    Boston,MA02118     		None Public Charity Unrestricted 10,000
    Seeing Eye The
    PO Box 375
    Morristown,NJ07963     		None Public Charity Unrestricted 2,500
    ServeNext
    800K Street NW PO Box 51065
    Washington,DC20091     		None Public Charity Unrestricted 10,000
    Society For The Protection Of NH Forests
    54 Portsmouth Street
    Concord,NH03301     		None Public Charity Unrestricted 10,000
    Spaulding Youth Center
    PO Box 247
    Tilton,NH03279     		None Public Charity Unrestricted 5,000
    Spirit Builders
    One Bartlett Street
    Lowell,MA01852     		None Public Charity Unrestricted 3,000
    Squam Lakes Association
    PO Box 204
    Holderness,NH03245     		None Public Charity Unrestricted 6,000
    Squam Lakes Conservation Society
    PO Box 696
    Holderness,NH03245     		None Public Charity Unrestricted 30,500
    Squam Lakes Natural Science Center
    23 Science Center Road
    Holderness,NH03245     		None Public Charity Unrestricted 15,000
    Squash Busters
    795 Columbus Avenue
    Roxbury Crossing,MA02120     		None Public Charity Unrestricted 10,000
    St Jude Children's Research Hospital
    332 N Lauderdale
    Memphis,TN38105     		None Public Charity Unrestricted 1,000
    Steppingstone Foundation
    155 Federal Street
    Boston,MA02110     		None Public Charity Unrestricted 10,000
    Stop Handgun Violence
    One Bridge Street Suite 300
    Newton,MA02458     		None Public Charity Unrestricted 7,500
    Teach For America
    60 Canal Street
    Boston,MA02114     		None Public Charity Unrestricted 50,000
    Tenacity
    367 Western Avenue
    Boston,MA02135     		None Public Charity Unrestricted 50,000
    The Boston Foundation
    75 Arlington Street 10th Floor
    Boston,MA02116     		None Public Charity Unrestricted 451,000
    ThinkKids
    313 Washington Street
    Newton,MA02458     		None Public Charity Unrestricted 20,000
    Thompson Island Outward Bound Education Center
    PO Box 127
    Boston,MA02127     		None Public Charity Unrestricted 10,000
    Tilton School
    30 School Street
    Tilton,NH03276     		None Public Charity Unrestricted 5,000
    Trinity Boston Foundation
    206 Clarendon Street
    Boston,MA02116     		None Public Charity Unrestricted 1,000
    Trout Unlimited
    1300 N 17th Street Sutie 500
    Arlington,VA22209     		None Public Charity Unrestricted 500
    Trust For Public Land New England
    33 Union Street
    Boston,MA02108     		None Public Charity Unrestricted 10,000
    United South End Settlements
    566 Columbus Avenue
    Boston,MA02118     		None Public Charity Unrestricted 7,500
    United States Institute Of Peace
    2301 Constitution Avenue NW
    Washington,DC20037     		None Public Charity Unrestricted 50,000
    United States Ski And Snowboard Team Foundation
    1500 Kearns Boulevard
    Park City,UT84060     		None Public Charity Unrestricted 5,000
    United Way Of Massachusetts Bay
    51 Sleeper Street
    Boston,MA02210     		None Public Charity Unrestricted 5,000
    WBUR Friends Group
    890 Commonwealth Avenue
    Boston,MA02215     		None Public Charity Unrestricted 12,000
    Wellesley Centers For Women
    106 Central Street
    Wellesley,MA02481     		None Public Charity Unrestricted 500
    WGBH Educational Foundation
    125 Western Avenue
    Boston,MA02134     		None Public Charity Unrestricted 25,000
    Whole Village Family Resource Center
    258 Highland Street
    Plymouth,NH03264     		None Public Charity Unrestricted 2,500
    Women's Fund Of New Hampshire
    46 S Main Street
    Concord,NH03301     		None Public Charity Unrestricted 2,000
    Wrexham Foundation
    PO Box 1913
    New Haven,CT06509     		None Public Charity Unrestricted 1,000
    Yale University
    PO Box 2038
    New Haven,CT06520     		None Public Charity Unrestricted 31,500
    Year Up
    93 summer St 5th Floor
    Boston,MA02110     		None Public Charity Unrestricted 7,500
    Youth Tennis Foundation Of New England
    110 Turnpike Road
    Westborough,MA01581     		None Public Charity Unrestricted 5,000
    YWCA
    140 Clarendon Street
    Boston,MA02116     		None Public Charity Unrestricted 5,000
    Zoo New England
    One Franklin Park Road
    Boston,MA02121     		None Public Charity Unrestricted 1,000
    Total .................................bullet 3a 2,116,979
    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 12,106  
    4 Dividends and interest from securities....     14 465,981  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     18 50,820  
    8Gain or (loss) from sales of assets other than inventory     18 69,580  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 598,487 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    13598,487
    (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
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    Employer identification number

    04-2944183
    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 2 of Part I
    Name of organization
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2944183
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$1,030,977




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

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$1,304,082




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

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$837,306




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

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$148,935




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    5
     
     

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$485,180




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    6
     
     

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$1,242,265




    (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 2 of 2 of Part I
    Name of organization
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2944183
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    7
     
     

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$345,101




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    8
     
     

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$9,281




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    9
     
     

    Stephen G Woodsum    
    25 Card Sound Road
       
    Key Largo, FL   33037

    		$828,344




    (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 2 of Part II
    Name of organization
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2944183
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 Stericycle, Inc. (SRCL) - 573,510 shares   $1,030,977 2011-09-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 Crown Castle International Corp. (CCI) - 421,064 shares   $1,304,082 2010-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 Crown Castle International Corp. (CCI) - 266,470 shares   $837,306 2010-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    4
    		 Crown Castle International Corp. (CCI) - 44,653 shares   $148,935 2010-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    5
    		 Crown Castle International Corp. (CCI) - 154,716 shares   $485,180 2010-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    6
    		 Vitamin Shoppe Inc. (VSI) - 708,004 shares   $1,242,265 2010-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 2 of 2 of Part II
    Name of organization
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2944183
    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
    7
    		 Vitamin Shoppe Inc. (VSI) - 196,684 shares   $345,101 2010-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    8
    		 Vitamin Shoppe Inc. (VSI) - 5,289 shares   $9,281 2010-12-31
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    9
    		 Vitamin Shoppe Inc. (VSI) - 454,903 shares   $828,344 2010-12-31
    (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
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners         		Employer identification number

    04-2944183
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Met West (Northern) 1,947 3,410

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Merrill Lynch (Div. Portf.) 1,925,305 2,371,820
    Merrill Lynch (Intl. Portf.) 737,142 830,854
    ML EIEMX 506,087 487,118
    Northern ETF-BKF 204,748 167,478
    Northern ETF-EEM 1,327,236 1,272,368
    PIMCO 5,984,334 5,969,883

    TY 2010 InvestmentsOtherSchedule2
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Bay Resources AT COST 1,000,000 894,850
    CMS Private REIT AT COST 1,611,370 1,753,712
    Discovery Global AT COST 1,000,000 1,052,532
    GSIP AT COST 149,612 152,172
    Hoplite AT COST 2,000,000 2,580,523
    Pershing Square AT COST 1,000,000 953,050
    Quellos Real Assets (E) AT COST 482,791 507,799
    Quellos Real Assets (T) AT COST 846,347 921,550
    Spindrift AT COST 704,596 1,245,812
    SS Equity Select AT COST 6,017,672 3,191,620
    SS Fixed Income AT COST 0 0
    SS Security AT COST 2,199,343 6,501,214
    Vanguard (Northern) AT COST 3,097,339 3,227,100
    Whitehall 2005 AT COST 1,459,330 78,034
    Whitehall 2007 AT COST 945,522 335,093
    Wellington Bay Pond AT COST 273,473 575,686
    VR Global AT COST 1,000,000 942,260
    HKL I LLC AT COST 463,732 528,065

    TY 2010 OtherExpensesSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 25 25   0
    Other Portfolio Deductions 108,431 108,431   0
    Other Expenses 19,770 18,346   0
    State Filing Fees 19 19   0


    TY 2010 OtherIncomeSchedule2
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HKL I LLC - Net gain (loss) under section 1231 601 601 601
    HKL I LLC - Ordinary Income -254 -254 -254
    HKL I LLC - Other Income 2,694 2,694 2,694
    HKL I LLC - Royalties 553 553 553
    Merrill Lynch (Div. Portf.) - Other Income 83,223 83,223 83,223
    Merrill Lynch (Div. Portf.) Partnerships - Net gain (loss) under section 12 1,921 1,921 1,921
    Merrill Lynch (Div. Portf.) Partnerships - Ordinary Income -35,338 -35,338 -35,338
    Merrill Lynch (Div. Portf.) Partnerships - Other Net Rental Income 123 123 123
    Merrill Lynch (Div. Portf.) Partnerships - Other Portolio Income 54 54 54
    Merrill Lynch (Div. Portf.) Partnerships - Royalties 806 806 806
    Merrill Lynch (Div. Portf.) Partnerships - Section 1256 Gains 3 3 3
    Quellos Real Assets (E) - Net gain (loss) under section 1231 5,315 5,315 5,315
    Quellos Real Assets (E) - Ordinary Income 77,861 77,861 77,861
    Quellos Real Assets (E) - Other Income 289 289 289
    Quellos Real Assets (E) - Other Net Rental Income 146 146 146
    Quellos Real Assets (E) - Other Portolio Income -116 -116 -116
    Quellos Real Assets (E) - Royalties 4,465 4,465 4,465
    Quellos Real Assets (T) - Net gain (loss) under section 1231 11,379 11,379 11,379
    Quellos Real Assets (T) - Ordinary Income -7,776 -7,776 -7,776
    Quellos Real Assets (T) - Other Net Rental Income 1,489 1,489 1,489
    Quellos Real Assets (T) - Other Portolio Income 30 30 30
    SS Fixed Income - Section 1256 Gains -4,000 -4,000 -4,000
    Whitehall Par. Global R/E LP 2007 - Net gain (loss) under section 1231 -43,151 -43,151 -43,151
    Whitehall Par. Global R/E LP 2007 - Ordinary Income -37,040 -37,040 -37,040
    Whitehall Par. Global R/E LP 2007 - Other Income 7,627 7,627 7,627
    Whitehall Par. Global R/E LP 2007 - Other Net Rental Income -33,705 -33,705 -33,705
    Whitehall Par. Global R/E LP 2007 - Other Portolio Income 6,765 6,765 6,765
    Whitehall Par. Global R/E LP 2007 - Section 1256 Gains 6,856 6,856 6,856


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Management Fees 44,617 44,617   0


    TY 2010 TaxesSchedule
    Name:
    Lovett-Woodsum Foundation Inc
    c/o Summit Partners
    EIN: 04-2944183
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 11,755 11,755   0
    Federal Excise Taxes (sect. 4940) 40,000 0   0
    State Taxes 0 0   0