ZARLEY FAM FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ZARLEY FAM FOUNDATION (EIN 20-5938501)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-29
IRS object ID: 201112109349100006
Schema version: 2010v3.2
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
Depreciation Schedule
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-29T15:04:13-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOLTHOUSE CARLIN & VAN TRIGT LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	4550 E THOUSAND OAKS BLVD STE 100	AddressLine1
City	WESTLAKE VILLAGE	City
State	CA	State
ZIP Code	91362	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	205938501	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE ZARLEY FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ZARL	NameControl
Phone	8185754530	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4164 La Venta Drive	AddressLine1
City	Westlake Village	City
State	CA	State
ZIP Code	91361	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JAMES ZARLEY	Name
Title	PRESIDENT	Title
Date Signed	2011-05-18	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GREGGORY J HUTCHINS	Name
Phone	8053748555	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	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	2171218	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	38	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	38	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	80013	DividendsRevAndExpnss
Dividends Net Invst Incm	66659	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	112384	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1251622	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	112384	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	664	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	0	OtherIncomeAdjNetIncm
Total Revenue And Expenses	193099	TotalRevenueAndExpenses
Total Net Investment Income	179081	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Accounting Fees Rev And Expnss	3235	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1618	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	1617	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1224	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	1769	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	1165	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	604	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	6228	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	2783	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	2221	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	112000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	112000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	118228	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	2783	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	114221	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	74871	ExcessOfRevenueOverExpenses
Net Investment Income	176298	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	4433	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	41268	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	41268	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	1991776	InvestmentsOtherBOY
Investments Other EOY	2018374	InvestmentsOtherEOY
Investments Other EOYFMV	2118512	InvestmentsOtherEOYFMV
Other Assets BOY	0	OtherAssetsBOY
Other Assets EOY	11438	OtherAssetsEOY
Other Assets EOYFMV	11438	OtherAssetsEOYFMV
Total Assets BOY	1996209	TotalAssetsBOY
Total Assets EOY	2071080	TotalAssetsEOY
Total Assets EOYFMV	2171218	TotalAssetsEOYFMV
Accounts Payable BOY	0	AccountsPayableBOY
Accounts Payable EOY	0	AccountsPayableEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1996209	CapitalStockBOY
Capital Stock EOY	2071080	CapitalStockEOY
Total Net Assets BOY	1996209	TotalNetAssetsBOY
Total Net Assets EOY	2071080	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1996209	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2071080	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1996209	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	74871	ExcessOfRevenueOverExpenses
Subtotal	2071080	Subtotal
Total Net Assets Fund Balances EOY	2071080	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
RETURN OF PRINCIPAL FIRST TRUST	P	2010-01-01	2010-12-31	57	57
14083.36 SHS FIRST TRUST 75/25 STRAT ALLOC	P	2010-01-01	2010-12-31	167191	152029	15162	15162
12,105.00 SHS FIRST TRUST INFLATION HEDGE OP	P	2010-07-21	2010-10-20	132546	119993	12553	12553
245.52 SHS MFS MUNICIPAL LIMITED MATURITY	P	2010-01-01	2010-07-21	1967	1937	30	30
13,013.49 SHS MFS MUNICIPAL LIMITED MATURITY	P	2009-07-02	2010-07-21	104238	100074	4164	4164
6,660.10 SHS WELLS FARGO ADVANCE ASSET AL	P	2009-10-19	2010-09-17	74047	74049	-2	-2
15,228.43 SHS WELLS FARGO ADVANTAGE ASSET AL		2009-06-11	2010-09-17	169310	150000	19310	19310
10,834.32 SHS IVY ASSET STRATEGY FUND CLASS	P	2009-10-19	2010-12-21	256340	220000	36340	36340
6,313.13 SHS JPMORGAN HIGH YIELD FUND CLASS	P	2009-06-11	2010-08-06	50000	42992	7008	7008
1,293.10 SHS PRUDENTIAL SHORT TERM CORPORATION	P	2009-06-12	2010-09-01	15000	14172	828	828
24,918.06 SHS PIMCO TOTAL RETURN FUND CLASS	P	2009-10-19	2010-12-21	276341	263935	12406	12406

Field	Value	IRS element (for citing)
Capital Gain Net Income	112384	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	119633	QualifyingDistributionsYear1
Noncharitable Assets Year1	2074608	NoncharitableAssetsYear1
Distribution Ratio Year1	0.057665	DistributionRatioYear1
Qualifying Distributions Year2	113365	QualifyingDistributionsYear2
Noncharitable Assets Year2	1882889	NoncharitableAssetsYear2
Distribution Ratio Year2	0.060208	DistributionRatioYear2
Qualifying Distributions Year3	86600	QualifyingDistributionsYear3
Noncharitable Assets Year3	2422385	NoncharitableAssetsYear3
Distribution Ratio Year3	0.03575	DistributionRatioYear3
Qualifying Distributions Year4	0	QualifyingDistributionsYear4
Noncharitable Assets Year4	2423197	NoncharitableAssetsYear4
Distribution Ratio Year4	0.0	DistributionRatioYear4
Total Distribution Ratio	0.153623	TotalDistributionRatio
Average Distribution Ratio	0.038406	AverageDistributionRatio
Net Noncharitable Assets	2117414	NetNoncharitableAssets
Adjusted Noncharitable Assets	81321	AdjustedNoncharitableAssets
One Percent Net Investment Income	1763	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	83084	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	114221	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	1763	InvestmentIncomeExciseTax
Subtotal	1763	Subtotal
Tax Based On Investment Income	1763	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	780	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	1424	TaxPaidWithExtension
Total Credits And Payments	2204	TotalCreditsAndPayments
Overpayment	441	Overpayment
Amount Credited To Next Year	441	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	CA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES ZARLEY	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8053748555	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4164 LA VENTA DRIVE	AddressLine1
City	westlake village	City
State	CA	State
ZIP Code	91361	ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
james zarley
4164 la venta drive	westlake village	CA	91361	chairman	1.0	0	0	0
matt zarley
4164 la venta drive	westlake village	CA	91361	vice president	1.0	0	0	0
chad zarley
4164 la venta drive	westlake village	CA	91361	vice president	1.0	0	0	0

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2119835	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	29824	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2149659	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2149659	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	32245	CashDeemedCharitable
Net Noncharitable Assets	2117414	NetNoncharitableAssets
Minimum Investment Return	105871	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	105871	MinimumInvestmentReturn
Tax Based On Investment Income	1763	TaxBasedOnInvestmentIncome
Total Tax	1763	TotalTax
Distributable Amount Before Adj	104108	DistributableAmountBeforeAdj
Distributable Amount Before Ded	104108	DistributableAmountBeforeDed
Distributable Amount As Adjusted	104108	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	114221	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	114221	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	1763	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	112458	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	104108	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Prior Year3	2006	PriorYear3
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	0	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	0	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	0	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	20729	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	17463	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	38192	TotalExcessDistriCarryover
Qualifying Distributions	114221	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	104108	AppliedToCurrentYear
Remaining Distri From Corpus	10113	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	48305	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	48305	ExcessDistriCyovToNextYear
Excess From Year4	0	ExcessFromYear4
Excess From Year3	0	ExcessFromYear3
Excess From Year2	20729	ExcessFromYear2
Excess From Year1	17463	ExcessFromYear1
Excess From Current Year	10113	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManager
Shareholder Manager	NA	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CORNERSTONE CHRISTIAN SCHOOL
1777 ARNEIL ROAD	CARMARILLO	CA	93010	NONE	PUBLIC CHARITY	TUITION ASSISTANCE	$3,000
ROADHOUSE STUDENT SERVICES
3017 LUNDQUIST DRIVE	AURORA	IL	60503	NONE	PUBLIC CHARITY	OUTREACH PROGRAM FOR AT RISK TEENS.	$5,000
BOYS TOWN CALIFORNIA
2740 NORTH GRAND AVE 2ND FLoOR	SANTA ANA	CA	92705	NONE	PUBLIC CHARITY	to assist underpriviledged youth	$20,000
THE STARKEY HEARING FOUNDATION
6700 WASHINGTON AVE SOUTH	EDEN PRAIRIE	MN	55344	NONE	PUBLIC CHARITY	TO SUPPORT THE GUADALAJARA MISSIONS	$50,000
ANDY'S OUTREACH
6040 DUTCHMAN LANE	LOUISVILLE	KY	40205	NONE	PUBLIC CHARITY	PROVIDING FINANCIAL SUPPORT TO EMPLOYEES OF THE TEXAS ROADHOUSE AND THEIR FAMILIES	$5,000
BROADWAY CARESeQUITY FIGHTS AIDS INC
165 W 46TH STREET SUITE 1300	NEW YORK	NY	10036	NONE	PUBLIC CHARITY	to help fight the spread of hiv	$20,000
UNITED ANGLERS OF SOUTHERN CALIFORNIA
1933 TEMPLE AVENUE	SIGNAL HILL	CA	90755	NONE	PUBLIC CHARITY	KIDS FISHING PROGRAM	$2,000
CULTURE SHOCK
2110 HANCOCK STREET SUITE 200	SAN DIEGO	CA	92110		PUBLIC CHARITY	CULTURE SHOCK DANCE TROUPE.	$7,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	112000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$38	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$80,013	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$112,384	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	FEDERAL TAX REFUND	Description
Exclusion Code	01	ExclusionCode
Exclusion	$664	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$193,099	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	193099	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

DescriptionDescription	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
DIVIDEND RECEIVABLE	9508	9508
ACCRUED INCOME	551	551
TAX-EXEMPT INTEREST RECEIVABLE	1379	1379

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
BUSINESS FEES & LICENSES	35	18	17
WEBSITE DEVELOPMENT	1175	588	587
INTEREST EXPENSE	285	285	0
INVESTMENT EXPENSES	110	110	0
FOREIGN TAX PAID	164	164	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	FEDERAL TAX REFUND	Description
Revenue And Expenses Per Books	664	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	Category
Amount	$1,224	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

ZARLEY FAM FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

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 (11 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

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 (3 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Depreciation Schedule DepreciationSchedule

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments