[efile GRAPHIC print DO NOT PROCESS [As Filed Data — | DLN: 93491313007261, rom990-PF Drmstt Tesey Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust ‘Treated as a Private Foundation Note. The foundaton may be ble sea copy ofthe rtm to say staterpoting ratte MB No 1545-0052 2010 For calendar year 2010, or tax year beginning 01-01-2010 and ending 12-31-2010 6G Check al that apply amended return T initial return Fadaress change FT invtiat return of a former public charity FFinat return name change Tame of uneaTa ‘A Enployer Wentcation hander Tana aT aR [OT PO Dox Tab # TN S Wak GORI ARR TOY Whack type of organization Section 4947(a)(1) nonexempt chantable trust F Section 503 (cX(3) exempt private foundation Other taxable private foundation B eleone number (ae page 10 of he cons) (617 236-7909 €resemptin appbeaton pening, check hee = 4. Foren omanantions, check hee rT 7 of year (from Part I al (c), line 16)§. 286,011,583 J Agcounting method T other (speci) (Part 5, column (4) must been cash basis.) Pcash P Accruat pnt foundation statis wae temanted Under sect 07(0)()(8), check hore under ston 87(0)() (8), chk hare 7 or TEQIBTAnatysis of Revenue and Expenses (rie ] (a nevense om (6) Osbinements selaigernenent Cauiian ae | US creme | cuanto | “hrc maser aETeon [oc B |e coup et nets net | 8 Net short-term capital gain . a 16a Legal fees (attach schedule) S 11,652 ° ° Ce ee ee Ea = as é 19 Depreciation (attach schedule) and depletion js “32, 300) ° 5 [22 Printing and publications B [20 otnerexpenses (attach schedule). ae oro : 3 24 Total operating ond administrative expenses. a Add lines 13 through 23 - 3,852,201} 2,453,071 509,145 © |25 contnbutions, gifts, grants paid 22,624,512] 22,624,512 ee | (oe = 2 ema en For Privacy Act and Paperwork Reduction Act Notice, ce page 30 of the Instructions, Cat No 11289% Form 990-PF (2010)Form 990-PF (2010) Page 2 GETEEE) | batance sheets Spout befor endo year amunts ony {See mxnctons (a) Book vale {Dy Book Valve | (c) Faw Market Valve Cashmnon-interestbearng. se ee 992,125 358 5] 358351 Savings and temporary cash investments vv. ee 3958.55) T1657 355 Toes aS 2 Accounts receivable Lees allowance for doubtful accounts 4 Pledges receivable Less allowance for doubtful accounts Granterecewable ve Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see page 15 ofthe 7 Other notes and fans raceme (attach schedule) gg| FFF alowance for doubt accounts ° 2750 25,0 275.0 Bo rrepadexpenses anddeteredenarpes ss s00, Investments—U 5 and tte government obhgaton (attach schedule) Investments corporate stock attach schedule) € Investments corporate bonds (attach schedule). ss ss a1 Investments—land, bling and equpment Basis Less accumulated depreciation attach schedule) fon oe Investmentsmotner (attach schedule) oe Taaia if sasonne| ana sos 14 Lan, buldings and equipment basis srt Less accumulated deprecietion attach schedule) 36508 mali ——_—_a605] seas 15. other assets (describe DR omfg ana ae 16 Total asats 1 be completed by all flvs—aee he snatactions_Alno ae page 1 tam) sera] assssomss] ——_aaeousen 27 _Aecounts payable and accrued expenses ss sw ao 8 carne B20 Loans trom oticere,drectrs, trustes, and other auqualies persone Bl 2x rortanaes ans other notes payable attach schedule) = « Sil 22 other abies (escnbe a EC] 25, Tetal abies oda ies 17 hrowgh22) wwe a2 oes Foundations that follow SFAS 147, check here P [= ‘and complete lines 24 through 26 and lines 30 and 31. 2S Temporaniyrestneted ee ee 26 Permanently restricted © ee Foundations that do not follow SFAS 137, check here Pe [ and complete lines 27 through 31. 27 Capital stock, trust prinipal, or current funds se vw ee 4 f| 28 Paid-in or capital surplus, or land, bldg , and equipment fund 7 c| 29 Retained earnings, accumulated income, endowment, or other funds Tora. 30 Total net assets or Fund balances (see page 17 of the instructions) ee 167,023,139 255.14, Net Assets or Fund Balances 31 Total liabilities and net assets/fund balances (see page 27 of iMinmnumi 17,183,669 255,950,095 [ETEEEE Anatysis of changes in Net Assets or Fund Balances z “Total net aaaets or fund balances at beginning of year—Par I, column (a), line 50 (must agree with end-of-yearfigure reported on proryaars return) vv ee ee 167,023,138 2 Par smaint nest bet nase laa 96,621,273 3 Other mcreases not included in ine 2 (itemize) 3 ° 5 Decreases not included in ine 2 (itemize) 3 ‘ Total net assets or fund balances at end of year (line 4 minus ine 5)—Part II, columa (b) tine 30- | 6 255,648,411 Form 990-PF (2010)Form 990-PF (2010) Capital Gains and Losses for Tax on Investment Income Page 3 (a) List and describe the kind(s) of property sold (e g real estate, 2estory orick warshouse, or common stock, 200 sh MLC Co ) popurchase [by How acquvred| fc) Date acquied| (a) Date sala imo yay yr) | (mo, éay. yr) See Additional Date Table (e) Gross sales price (1) Depreciation alowed (@) Cost or other basis (or allowable) plus expense of sale (hy Gain or (oss) (e) plus (f) minus (9) See Addwional Date Table a ‘Complete only forsasets showing goinin column (h) and owned by the foundation on 12/31/69 (PMV 9s 0f12/31/69 G) Adusted basis (i) Excess of! (0) 3s of 12/31/69 over col Q),ifany () Gains (Col (hy gain minus col (k), Bus not lees than -0-) or Losses (trom col (h)) See Additional Date Table . Ti gain, also enterin Parte 7 2 Capital gnin net income of (net capital loss) Illes) enter-O-imParisiine 7 F | eee 3 Net short-term capital gain or (loss) a8 defined in sections 1222(5) and (6) Xe gam, algo enter Part ne 6 column () (S88 pages 13 and 17 ofthe mstrctons) (loss), enter -0- ta Parti, line 8 ceed ae : Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subyect to the section 4940(e) tax on net investment income ) 1 section 4940(4)(2) applies, leave this part blank Was the foundation able forthe section 4942 tax on the distributable amount of any yearsn the base period? Tver F no ives, the foundation does not qualify under section 4940(e) Do not complete ths part {Enter the appropriate amount in each column for each year, see page 16 of the instructions before making any entries se pono Yrs Calendar 2 9, Dutredion ato repemot year Calendar| pdusted qualinng dstnbutons | Net vale of nondurable use asets inert 2003 Te s80 084 yaa gee 55 0 uaasi9 72007 14,642,218 302,424,240 0133667 Total of line 1, column (d). lea 0 567200 Average distribution rato for the 5-year base pertod—divide the total on line 2 by 5, oF by the number of years the foundation has been m existence ifless than 5 years a 0.123440 4 Enterthe net value of noncharitable-use assets for 2010 from Part X, line S- 4 186,269,952 6 Entera% of net investment income (18 of Part, line 278). ‘ 75,489 8 Enter qualifying distributions fom Part XII, line 4. 8 23,133,657 Iftine 8 1s equal to or areater than line 7, check the box in Part VI, line 1b, and complete that part using @ its fax rate See the Part Vi'meteuctions on page 28 Form 990-PF (2010)