THE ANNA WELSH THORNTON & ALEXANDER PARKER THORNTON CHARITABLE TRUST: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: THE ANNA WELSH THORNTON & ALEXANDER PARKER THORNTON CHARITABLE TRUST (EIN 75-6496915)
Tax period: 2009-10-01 to 2010-09-30
Filed: 2011-01-27
IRS object ID: 201100279349100600
Schema version: 2009v1.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Decreases Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-01-27T10:41:52-06:00	Timestamp
Tax Period End Date	2010-09-30	TaxPeriodEndDate
Return Type	990PF	ReturnType
Tax Period Begin Date	2009-10-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	756496915	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ANNA W THORNTON & ALEXANDER P THORNTON	BusinessNameLine1
Business Name Line2	CHARITABLE TRUST R77776004 8336946600	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	THOR	NameControl
Phone	4149771210	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O JPMORGAN CHASE BANKNAPO BOX	AddressLine1
Address Line2	3038	AddressLine2
City	MILWAUKEE	City
State	WI	State
ZIP Code	53201	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JACK L UDOVICH	Name
Title	TRUSTEE	Title
Phone	4149771210	Phone
Date Signed	2011-02-08	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2029441	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	114	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	114	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	55840	DividendsRevAndExpnss
Dividends Net Invst Incm	55840	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-32477	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	834156	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	1285	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	24762	TotalRevenueAndExpenses
Total Net Investment Income	55954	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	21912	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	16434	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	5478	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	825	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	825	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	220	TaxesRevAndExpnss
Taxes Net Invst Incm	220	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	22957	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	16654	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	6303	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	86000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	86000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	108957	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	16654	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	92303	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-84195	ExcessOfRevenueOverExpenses
Net Investment Income	39300	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash EOY	42758	CashEOY
Cash EOYFMV	42758	CashEOYFMV
Savings And Temp Cash Invst BOY	193088	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	78332	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	78332	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	627007	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	76269	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	78031	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	1023364	InvestmentsCorpStockBOY
Investments Corp Stock EOY	928648	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1030083	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	104286	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	737297	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	800237	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1947745	TotalAssetsBOY
Total Assets EOY	1863304	TotalAssetsEOY
Total Assets EOYFMV	2029441	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1947745	CapitalStockBOY
Capital Stock EOY	1863304	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	1947745	TotalNetAssetsBOY
Total Net Assets EOY	1863304	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1947745	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1863304	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1947745	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-84195	ExcessOfRevenueOverExpenses
Other Increases	339	OtherIncreases
Subtotal	1863889	Subtotal
Other Decreases	585	OtherDecreases
Total Net Assets Fund Balances EOY	1863304	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
PUBLICLY TRADED SECURITIES	833886	866633	-32747	-32747
CLASS ACTION SETTLEMENT	244		244	244
Capital Gains Dividends	26		26	26	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-32477	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	111258	QualifyingDistributionsYear1
Noncharitable Assets Year1	1835359	NoncharitableAssetsYear1
Distribution Ratio Year1	0.060619	DistributionRatioYear1
Qualifying Distributions Year2	103380	QualifyingDistributionsYear2
Noncharitable Assets Year2	2333529	NoncharitableAssetsYear2
Distribution Ratio Year2	0.044302	DistributionRatioYear2
Qualifying Distributions Year3	125771	QualifyingDistributionsYear3
Noncharitable Assets Year3	2429132	NoncharitableAssetsYear3
Distribution Ratio Year3	0.051776	DistributionRatioYear3
Qualifying Distributions Year4	114060	QualifyingDistributionsYear4
Noncharitable Assets Year4	2341784	NoncharitableAssetsYear4
Distribution Ratio Year4	0.048706	DistributionRatioYear4
Qualifying Distributions Year5	100872	QualifyingDistributionsYear5
Noncharitable Assets Year5	2269544	NoncharitableAssetsYear5
Distribution Ratio Year5	0.044446	DistributionRatioYear5
Total Distribution Ratio	0.249849	TotalDistributionRatio
Average Distribution Ratio	0.049970	AverageDistributionRatio
Net Noncharitable Assets	1966178	NetNoncharitableAssets
Adjusted Noncharitable Assets	98250	AdjustedNoncharitableAssets
One Percent Net Investment Income	393	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	98643	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	92303	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	786	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	786	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	786	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	520	EstTaxPaymentsAndOverpayment
Total Credits And Payments	520	TotalCreditsAndPayments
Tax Due	266	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	TX	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	JPMORGAN CHASE BANK NA	BooksInCareOfPersonName
Books In Care Of Phone Number	8178844165	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	420 THROCKMORTON	AddressLine1
City	FORT WORTH	City
State	TX	State
ZIP Code	76102	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

Field	Value	IRS element (for citing)
Person Name	JPMORGAN CHASE BANK NA	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 3038	AddressLine1
City	MILWAUKEE	City
State	WI	State
ZIP Code	53201	ZIPCode

Field	Value	IRS element (for citing)
Title	TRUSTEE	Title
Avg Hours Per Wk Devoted To Position	2.00	AvgHoursPerWkDevotedToPosition
Compensation	21912	Compensation
Contri To Empl Benefit Plans Etc	0	ContriToEmplBenefitPlansEtc
Expense Account Other Allowances	0	ExpenseAccountOtherAllowances

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1
Amount1	0	Amount1
All Oth Prog Rltd Investments Total	0	AllOthProgRltdInvestmentsTotal
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1871749	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	124371	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1996120	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1996120	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	29942	CashDeemedCharitable
Net Noncharitable Assets	1966178	NetNoncharitableAssets
Minimum Investment Return	98309	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	98309	MinimumInvestmentReturn
Tax Based On Investment Income	786	TaxBasedOnInvestmentIncome
Total Tax	786	TotalTax
Distributable Amount Before Adj	97523	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	97523	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	97523	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	92303	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	92303	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	92303	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	97523	DistributableAmountAsAdjusted
Undistributed Income Prior Year	83411	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	92303	QualifyingDistributions
Applied To Year1	83411	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	8892	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	88631	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	JPMORGAN CHASE BANK NA ATTN DON SMI	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	420 Throckmorton Floor 3	AddressLine1
City	FORt Worth	City
State	TX	State
ZIP Code	76102	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8178844165	RecipientPhoneNumber
Form And Info And Materials	NONE	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	ORGANIZATIONS PROVIDING WOMEN'S AND CHILDREN'S SERVICES IN TARRANT COUNTY RECEIVE FIRST PRIORITY.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALLIANCE FOR CHILDREN INC
908 SOUTHLAND AVE	FORT WORTH	TX	76104	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$25,000
GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS
4901 Briarhaven Rd	FORT WORTH	TX	76109	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$25,000
STAR SPONSORSHIP PROGRAM INC
316 BAILEY AVE	FORT WORTH	TX	76107	NONE	PUBLIC CHARITY	SCHOLARSHIP SUPPORT	$6,000
TARRANT COUNTY YOUTH COLLABORATION
6707 Brentwood Stair Road Suite 620	FORT WORTH	TX	76112	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$15,000
THE PARENTING CENTER
2928 West 5th Street	FORT WORTH	TX	76107	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$5,000
WHAT ABOUT REMEMBERING ME CENTER
809 Lipscomb Street	FORT WORTH	TX	76104	NONE	PUBLIC CHARITY	PROGRAM SUPPORT	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	86000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$114	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$55,840	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$32,477	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	FEDERAL TAX REFUND	Description
Exclusion Code	01	ExclusionCode
Exclusion	$1,285	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$24,762	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	24762	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEES	Category
Amount	$825	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	825	DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Field	Value	IRS element (for citing)
Description	N/A	Description
Amount	$0	Amount

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (23 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
GOLDMAN SACHS TRUST HIGH YIELD FUND INSTITUTIONAL SHS - 11428.571 SHS	80800	82171
ISHARES BARCLAYS TIPS BOND FUND - 533 SHS	52025	58129
JPMORGAN HIGH YIELD BOND FUND SELECT CLASS FUND 3580 6.94% - 11596.325 SHS	91925	93234
DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 2890.532 SHS	39578	42809
JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND 3844 2.95% - 5223.364 SHS	52248	61218
JPMORGAN INTERNATIONAL CURRENCY INCOME FUND 1.28% - 1815.166 SHS	19150	20112
FEDERAL HOME LOAN BANK 5 3/4% MAY 15 2012 DTD 5/20/2002 - 15000 SHS	16277	16280
U S A NOTES 4 1/2% NOV 15 2015 DTD 11/15/2005 - 40000 SHS	37845	46419
U S A NOTES 5 1/8% MAY 15 2016 DTD 5/15/2006 - 25000 SHS	25980	29938
FANNIE MAE NOTES 5% FEB 13 2017 DTD 1/12/2007 - 15000 SHS	14371	17611
U S A NOTES 4 1/2% MAY 15 2017 DTD 5/15/2007 - 35000 SHS	36485	40909
U S A NOTES 3 3/8% NOV 15 2019 DTD 11/16/2009 - 45000 SHS	43907	48477
FHLMC NOTES 5 3/4% JAN 15 2012 DTD 1/14/2002 - 40000 SHS	41734	42700
U S A NOTES 3 5/8% MAY 15 2013 DTD 5/15/2003 - 40000 SHS	41692	43281
FANNIE MAE NOTES 4 5/8% OCT 15 2013 DTD 9/26/2003 - 40000 SHS	40504	44488
U S A NOTES 4% FEB 15 2014 DTD 2/17/2004 - 10000 SHS	9873	11084
FREDDIE MAC NOTES 5% JUL 15 2014 DTD 7/16/2004 - 10000 SHS	10121	11403
U S A NOTES 4.125% MAY 15 2015 DTD 5/15/2005 - 15000 SHS	14689	17000
FANNIE MAE 5 3/8% JUL 15 2016 DTD 6/15/2006 - 10000 SHS	10184	11903
FEDERAL HOME LOAN BANK NOTES 5 1/2% AUG 13 2014 DTD 06/22/2007 - 10000 SHS	11557	11653
U S A NOTES 4 1/8% AUG 31 2012 DTD 08/31/2007 - 30000 SHS	30734	32132
FANNIE MAE NOTES 4 3/4% NOV 19 2012 DTD 10/18/2007 - 5000 SHS	5461	5439
FEDERAL HOME LOAN BANK 5% NOV 17 2017 DTD 10/19/2007 - 10000 SHS	10157	11847

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (109 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ABBOTT LABORATORIES - 135 SHS	6625	7052
ALEXION PHARMACEUTICALS INC - 25 SHS	1414	1609
AMAZON COM INC - 25 SHS	2741	3927
APACHE CORP - 50 SHS	4893	4888
APOLLO GROUP INC CL A - 25 SHS	1050	1284
APPLE INC. - 40 SHS	5280	11350
BB & T CORP - 55 SHS	1015	1324
CVS/CAREMARK CORPORATION - 122 SHS	3193	3839
CAMPBELL SOUP COMPANY - 25 SHS	1824	1788
CARDINAL HEALTH INC - 75 SHS	2225	2478
CELGENE CORPORATION - 75 SHS	3874	4321
CISCO SYSTEMS INC - 358 SHS	5828	7840
COCA-COLA CO - 35 SHS	0	0
COLGATE PALMOLIVE CO - 20 SHS	2357	2306
DEERE & CO - 55 SHS	1953	3838
WALT DISNEY CO - 215 SHS	5699	7117
DOW CHEMICAL CO - 50 SHS	1344	1373
E I DU PONT DE NEMOURS & CO - 165 SHS	6339	7362
FREEPORT-MCMORAN COPPER & GOLD INC CL B - 75 SHS	4524	6404
GENERAL ELECTRIC CO - 150 SHS	2295	2438
GENERAL MILLS INC - 50 SHS	1341	1827
HEWLETT-PACKARD CO - 93 SHS	1672	3913
INTERNATIONAL BUSINESS MACHINES CORP - 46 SHS	4541	6170
JOHNSON CONTROLS INC - 185 SHS	4134	5643
LOWES COMPANIES INC - 75 SHS	1724	1672
MATTHEWS PACIFIC TIGER FD - 536.769 SHS	10000	12383
MICROSOFT CORP - 460 SHS	8757	11265
MORGAN STANLEY - 93 SHS	2231	2295
NIKE INC B - 30 SHS	1853	2404
NORFOLK SOUTHERN CORP - 125 SHS	5140	7439
NOVELLUS SYSTEMS INC - 80 SHS	2037	2126
OCCIDENTAL PETROLEUM CORP - 100 SHS	7075	7830
ORACLE CORP - 150 SHS	3242	4028
PACCAR INC - 110 SHS	4151	5297
PARKER-HANNIFIN CORP - 25 SHS	1008	1752
PEPSICO INC - 55 SHS	3582	3654
PFIZER INC - 450 SHS	6629	7727
PROCTER & GAMBLE CO - 120 SHS	6921	7196
PUBLIC SERVICE ENTERPRISE GROUP - 45 SHS	1494	1489
QUALCOMM INC - 134 SHS	4998	6048
SPDR S&P 500 ETF TRUST - 550 SHS	60076	62772
SCHLUMBERGER LTD - 50 SHS	2137	3081
SOUTHERN CO - 75 SHS	2207	2793
SPRINT NEXTEL CORP - 450 SHS	1905	2084
STAPLES INC - 165 SHS	3562	3452
SYSCO CORP - 45 SHS	1423	1283
UNITED TECHNOLOGIES CORP - 85 SHS	4691	6055
V F CORP - 25 SHS	1445	2026
COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A - 35 SHS	1732	2256
CITIGROUP INC - 1005 SHS	4186	3930
WELLS FARGO & CO - 210 SHS	4932	5274
BANK OF AMERICA CORP - 381 SHS	9888	4992
GOLDMAN SACHS GROUP INC - 30 SHS	2820	4337
DEVON ENERGY CORP - 35 SHS	2329	2266
EOG RESOURCES INC - 40 SHS	3301	3719
HONEYWELL INTERNATIONAL INC - 70 SHS	2909	3076
VERIZON COMMUNICATIONS INC - 170 SHS	6654	5540
COACH INC - 55 SHS	2095	2363
AETNA INC - 110 SHS	2877	3477
ISHARES COHEN & STEERS REALTY MAJORS INDEX FUND - 388 SHS	16071	24021
US BANCORP DEL - 165 SHS	4818	3567
ISHARES RUSSELL MIDCAP INDEX FUND - 421 SHS	39320	38046
ADVANCED AUTO PARTS INC - 30 SHS	928	1760
YUM BRANDS INC - 105 SHS	3686	4836
NABORS INDUSTRIES LTD - 35 SHS	672	632
ARTISAN INTL VALUE FUND - INV - 942 SHS	23201	23305
COMCAST CORP CL A - 100 SHS	1698	1808
CARNIVAL CORPORATION - 55 SHS	2013	2100
ARBITRAGE FUNDS - I CL I - 2998.162 SHS	39156	39276
GOOGLE INC CL A - 5 SHS	1503	2629
WELLPOINT INC - 15 SHS	831	850
JPMORGAN US REAL ESTATE FUND SELECT SHARE CLASS FUND 3037 - 988.822 SHS	14684	14387
JPMORGAN INTREPID AMERICA FUND SELECT SHARE CLASS FUND 1206 - 2252.998 SHS	54866	46569
JPM MARKET EXPANSION INDEX FD SEL SH CL FD 3708 - 3550.296 SHS	30000	33408
JPM INTERNATIONAL FD SEL SH CL FD 1296 - 2238.071 SHS	29274	28894
JPMORGAN EMERGING MARKETS 3 SELECT SHARE CLASS FUND 1235 - 1632.92 SHS	24739	38047
JPMORGAN ASIA 3 FUND SELECT SHARE CLASS FUND 1134 - 1927.142 SHS	43274	68529
VANGUARD EMERGING MARKET ETF - 509 SHS	22330	23139
AT&T INC - 80 SHS	3069	2288
JPM SHORT DURATION BD FD SEL CL FD # 1011 - 1903.706 SHS	30612	29127
STARWOOD HOTELS & RESORTS - 30 SHS	631	1577
MANNING & NAPIER FUND INC WORLD OPPORTUNITIES SERIES FUND - 7065.58 SHS	57157	58503
BANK OF NEW YORK MELLON CORP - 60 SHS	2026	1568
CME GROUP INC CLASS A COMMON STOCK - 6 SHS	1797	1563
EATON VANCE MUT FDS TR GLOBAL MACRO - I - 3689.788 SHS	38300	38152
INVESCO LTD - 75 SHS	1449	1592
PHILIP MORRIS INTERNATIONAL - 43 SHS	1171	2409
SPDR GOLD TRUST - 161 SHS	19956	20594
ACE LTD NEW - 30 SHS	1335	1748
ARTIO INTERNATIONAL 3 II - I - 638 SHS	7675	7618
HARTFORD MID CAP FD I - 1479 SHS	28885	29018
TYCO INTERNATIONAL LTD - 40 SHS	1448	1469
TIME WARNER INC NEW - 228 SHS	5870	6988
COVIDIEN PLC - 50 SHS	1826	2010
MERCK AND CO INC - 210 SHS	7086	7730
JPMORGAN RESEARCH MARKET NEUTRAL FUND - SEL - 1926.02 SHS	30200	29853
BERKSHIRE HATHAWAY INC DEL CL B - 30 SHS	2167	2480
HIGHBRIDGE DYNAMIC COMMODITIES STRATEGY FUND - SE - 2776.278 SHS	39150	45586
NEXTERA ENERGY INC - 50 SHS	2499	2720
JUNIPER NETWORKS INC - 125 SHS	2512	3794
EXXON MOBIL CORP - 96 SHS	2127	5932
METLIFE INC - 85 SHS	3351	3268
MARVELL TECHNOLOGY GROUP LTD - 95 SHS	1952	1663
PRUDENTIAL FINANCIAL INC - 55 SHS	2024	2980
CONOCOPHILLIPS - 80 SHS	3780	4594
BIOGEN IDEC INC - 45 SHS	2444	2525
BAIDU INC SPONS ADR - 20 SHS	1841	2052
TD AMERITRADE HOLDING CORPORATION - 100 SHS	1610	1615
MASTERCARD INC - CLASS A - 8 SHS	1462	1792

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	76269	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	78031	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	CARRYING VALUE/BASIS ADJUSTMENT	Description
Amount	$585	Amount

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	FEDERAL TAX REFUND	Description
Revenue And Expenses Per Books	1285	RevenueAndExpensesPerBooks
Adjusted Net Income	1285	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
MUTUAL FUND TIMING DIFFERENCE	$280
RETURN OF CAPITAL ADJUSTMENT	$59

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES WITHHELD	Category
Amount	$220	Amount
Net Investment Income	220	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

THE ANNA WELSH THORNTON & ALEXANDER PARKER THORNTON CHARITABLE TRUST: Form 990PF, tax year 2009

Return header ReturnHeader

Filer Filer

Name Name

US Address USAddress

Officer Officer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (23 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (109 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments