C A L FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: C A L FOUNDATION INC (EIN 13-6083347)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-02-25
IRS object ID: 201120569349100602
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-02-25T14:42:14-06:00	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	SACKS PRESS &AMP LACHER PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	600 THIRD AVENUE	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	100161901	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	136083347	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	CAL FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	CALF	NameControl
Phone	2126826640	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O SACKS PRESS LACHER 600 THIRD	AddressLine1
Address Line2	AVENU	AddressLine2
City	NEW YORK	City
State	NY	State
ZIP Code	10016	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	LINDA HACKETT	Name
Title	MANAGING DIRECTOR	Title
Phone	2126826640	Phone
Date Signed	2011-02-26	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEVEN L SACKS	Name
Phone	2126826640	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	3002987	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
Dividends Rev And Expnss	15037	DividendsRevAndExpnss
Dividends Net Invst Incm	15037	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	187317	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1555474	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	187317	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	202354	TotalRevenueAndExpenses
Total Net Investment Income	202354	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7241	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	7241	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	16767	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	16767	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	2365	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	750	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	750	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	27123	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	24758	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	133500	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	133500	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	160623	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	24758	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	133500	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	41731	ExcessOfRevenueOverExpenses
Net Investment Income	177596	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	20994	CashBOY
Cash EOY	21309	CashEOY
Cash EOYFMV	21309	CashEOYFMV
Investments Corp Stock BOY	2252857	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2294273	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2981678	InvestmentsCorpStockEOYFMV
Total Assets BOY	2273851	TotalAssetsBOY
Total Assets EOY	2315582	TotalAssetsEOY
Total Assets EOYFMV	3002987	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	486677	CapitalStockBOY
Capital Stock EOY	486677	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1787174	RetainedEarningsBOY
Retained Earnings EOY	1828905	RetainedEarningsEOY
Total Net Assets BOY	2273851	TotalNetAssetsBOY
Total Net Assets EOY	2315582	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	2273851	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	2315582	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	2273851	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	41731	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	2315582	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	2315582	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (283 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
RESEARCH IN MOTION - 100 SHS	P	2009-10-01	2010-01-19	6537	6737	-200	-200
RESEARCH IN MOTION - 138 SHS	P	2009-10-01	2010-01-20	8820	9297	-477	-477
RESEARCH IN. MOTION - 24 SHS	P	2009-10-01	2010-02-04	1611	1617	-6	-6
RESEARCH IN MOTION - 10 SHS	P	2009-10-01	2010-02-05	667	674	-7	-7
RESEARCH IN MOTION. - 10 SHS	P	2009-10-06	2010-02-05	667	661	6	6
RESEARCH IN MOTION - 4 SHS	P	2009-10-06	2010-02-08	272	265	7	7
RESEARCH IN 7ION. - 7 SHS	P	2009-10-06	2010-02-09	464	463	1	1
STATE STR CORP - 0.104 SHS	P	2009-08-05	2010-02-12	4637	5659	-1022	-1022
STATE STR CORP - 142 SHS	P	2009-08-06	2010-02-12	6331	7600	-1269	-1269
STATE STR CORP - 398 SHS	P	2009-08-06	2010-02-16	17864	21301	-3437	-3437
STATE STR CORP - 1 SHS	P	2009-06-01	2010-01-16	45	47	-2	-2
STATE STR CORP - 33 SHS	P	2009-06-01	2010-02-17	1484	1555	-71	-71
ALLERGAN INC - 71 SHS	P	2009-08-07	2010-03-29	4572	3928	644	644
ALLERGAN INC - 62 SHS	P	2009-08-10	2010-03-29	3993	3412	581	581
RESEARCH IN MOTION: - 154 SHS	P	2009-10-06	2010-03-29	11651	10187	1464	1464
ALLERGAN INC - 32 SHS	P	2009-08-10	2010-03-30	2067	1761	306	306
ALLERGAN INC - 124 SHS	P	2009-08-12	2010-03-30	8009	6808	1201	1201
ALLERGAN INC - 12 SHS	P	2009-08-11	2010-03-30	775	658	117	117
RESEARCH IN MOTION - 42 SHS	P	2009-10-06	2010-03-30	3148	2778	370	370
RESEARCH IN MOTION - 21 SHS	P	2009-10-06	2010-03-31	1571	1389	182	182
ALLERGAN INC - 73 SHS	P	2009-08-11	2010-04-06	4707	4005	702	702
ALLERGAN INC - 22 SHS	P	2009-08-13	2010-04-06	1419	1204	215	215
ALLERGAN INC - 182 SHS	P	2009-08-13	2010-04-07	11581	9963	1618	1618
ALLERGAN INC - 46 SHS	P	2009-08-13	2010-04-08	2903	2518	385	385
ALLERGAN INC - 94 SHS	P	2009-08-06	2010-04-08	5933	5144	789	789
ALLERGAN INC - 12 SHS	P	2009-08-14	2010-04-08	757	654	103	103
MONSANTO CO NEW - 127 SHS	P	2009-05-29	2010-04-14	8458	10348	-1890	-1890
MONSANTO CO NEW - 166 SHS	P	2009-06-01	2010-04-14	11056	13519	-2463	-2463
STATE STR CORP - 84 SHS	P	2009-06-01	2010-04-30	3675	3958	-283	-283
STATE STR CORP - 63 SHS	P	2009-06-01	2010-05-03	2751	2968	-217	-217
STATE STR CORP - 159 SHS	P	2009-06-02	2010-05-03	6942	7401	-459	-459
STATE STR CORP - 1 SHS	P	2009-06-02	2010-05-04	42	47	-5	-5
STATE STR CORP - 110 SHS	P	2010-03-29	2010-05-04	4667	5092	-425	-425
STATE STR CORP - 109 SHS	P	2010-03-29	2010-05-05	4722	5045	-323	-323
STATE STR CORP - 80 SHS	P	2010-03-30	2010-05-05	3466	3677	-211	-211
STATE SIR CORP - 210 SHS	P	2010-03-30	2010-05-06	8848	9653	-805	-805
STATE SIR CORP - 20 SHS	P	2010-03-30	2010-05-06	843	917	-74	-74
STATE STR CORP - 131 SHS	P	2010-03-30	2010-05-07	5482	6007	-525	-525
STATE. STR CORP - 47 SHS	P	2010-03-31	2010-05-07	1967	2140	-173	-173
STATE STR CORP - 46 SHS	P	2010-03-31	2010-05-10	1975	2095	-120	-120
STATE STR CORP - 66 SHS	P	2009-05-29	2010-05-10	2833	2999	-166	-166
STATE SIR CORP - 110 SHS	P	2009-05-28	2010-05-10	4722	4877	-155	-155
STATE STR CORP - 32 SHS	P	2009-05-28	2010-05-10	1376	1419	-43	-43
STATE SIR CORP - 128 SHS	P	2009-05-27	2010-05-10	5503	5635	-132	-132
STATE STR CORP - 68 SHS	P	2009-05-27	2010-05-11	2925	2994	-69	-69
STATE STR CORP - 129 SHS	P	2009-05-26	2010-05-11	5548	5629	-81	-81
STATE STR CORP - 178 SHS	P	2009-05-19	2010-05-11	7656	7737	-81	-81
STATE SIR CORP - 180 SHS	P	2009-05-21	2010-05-11	7742	7742	0	0
STATE SIR CORP - 15 SHS	P	2009-05-22	2010-05-11	645	643	2	2
STATE STR CORP - 159 SHS	P	2009-05-22	2010-05-12	6805	6814	-9	-9
STATE STR CORP - 250 SHS	P	2009-05-20	2010-05-12	10700	10691	9	9
STATE STR CORP. - 39 SHS	P	2009-05-20	2010-05-13	1659	1668	-9	-9
QUALCOMM INC - 134 SHS	P	2009-11-12	2010-05-18	4914	6029	-1115	-1115
QUALCOMM INC - 27 SHS	P	2009-11-12	2010-05-19	992	1215	-223	-223
ALLERGAN INC - 37 SHS	P	2009-08-14	2010-05-21	2138	2015	123	123
AMERICAN EXPRESS CO - 57 SHS	P	2010-04-15	2010-05-24	2249	2647	-398	-398
APPLE INC - 13 SHS	P	2010-05-21	2010-05-24	3252	3115	137	137
CELGENE CORP - 48 SHS	P	2010-04-07	2010-05-24	2685	3055	-370	-370
DIRECTV COM CL A - 64 SHS	P	2010-03-18	2010-05-24	2376	2217	159	159
GENZYME CORP - 83 SHS	P	2010-01-22	2010-05-24	4063	4542	-479	-479
ORACLE CORPORATION - 83 SHS	P	2010-04-09	2010-05-24	1870	2169	-299	-299
ORACLE CORPORATION - 41 SHS	P	2010-04-09	2010-05-24	924	1067	-143	-143
PRAXAIR INC - 39 SHS	P	2009-10-19	2010-05-24	2983	3301	-318	-318
PRICELINE COM INC - 15 SHS	P	2009-12-10	2010-05-24	2929	3340	-411	-411
DUALCOMM INC - 67 SHS	P	2009-11-12	2010-05-24	2402	3014	-612	-612
QUALCOMM INC - 3 SHS	P	2009-11-12	2010-05-24	108	135	-27	-27
RESEARCH IN MOTION - 70 SHS	P	2010-04-08	2010-05-24	4263	4877	-614	-614
SOUTHWESTERN ENERGY CO - 99 SHS	P	2009-12-01	2010-05-24	3589	4426	-837	-837
APPLE INC - 72 SHS	P	2010-05-21	2010-07-15	17925	17253	672	672
GENZYME CORP - 79 SHS	P	2010-01-22	2010-07-29	5534	4323	1211	1211
GENZYME CORP - 119 SHS	P	2010-01-25	2010-07-29	8336	6491	1845	1845
GENZYME CORP - 48 SHS	P	2010-01-20	2010-07-29	3362	2616	746	746
GENZYME CORP - 66 SHS	P	2010-01-20	2010-07-29	4619	3597	1022	1022
PRAXAIR INC - 15 SHS	P	2009-10-19	2010-08-02	1316	1270	46	46
PRAXAIR INC - 23 SHS	P	2009-10-21	2010-08-02	2018	1935	83	83
PRAXAIR INC - 67 SHS	P	2009-10-16	2010-08-02	5878	5623	255	255
PRAXAIR INC - 62 SHS	P	2009-10-15	2010-08-02	5439	5183	256	256
PRAXAIR INC - 10 SHS	P	2009-10-20	2010-08-02	877	836	41	41
PRICELINE COM INC - 78 SHS	P	2009-12-10	2010-08-04	22017	17367	4650	4650
PRICELINE COM INC - 16 SHS	P	2009-12-10	2010-08-09	4676	3562	1114	1114
PRICELINE COM INC - 82 SHS	P	2010-05-11	2010-08-09	23967	17667	6300	6300
PRICELINE COM INC - 20 SHS	P	2010-05-11	2010-08-10	5841	4309	1532	1532
PRICELINE COM INC - 17 SHS	P	2010-05-11	2010-09-09	5528	3663	1865	1865
PRICELINE COM INC - 5 SHS	P	2010-05-11	2010-09-10	1628	1077	551	551
PRICELINE COM INC - 17 SHS	P	2009-11-18	2010-09-10	5537	3538	1999	1999
PRICELINE COM INC - 24 SHS	P	2009-11-18	2010-09-13	7886	4994	2892	2892
PRICELINE COM INC - 8 SHS	P	2009-11-18	2010-09-14	2648	1665	983	983
GENZYME CORP - 55 SHS	P	2010-01-20	2010-09-15	3869	2997	872	872
GENZYME CORP - 12 SHS	P	2010-01-21	2010-09-15	844	653	191	191
GENZYME CORP - 189 SHS	P	2010-01-21	2010-09-16	13277	10279	2998	2998
GENZYME CORP - 85 SHS	P	2010-01-21	2010-09-17	5970	4623	1347	1347
GENZYME CORP - 44 SHS	P	2010-01-27	2010-09-17	3090	2382	708	708
GENZYME CORP - 143 SHS	P	2010-01-28	2010-09-17	10043	7726	2317	2317
GENZYME CORP - 138 SHS	P	2010-01-28	2010-09-20	9726	7456	2270	2270
PRICELINE COM INC - 26 SHS	P	2009-11-18	2010-09-21	8868	5410	3458	3458
PRICELINE COM INC - 5 SHS	P	2009-11-18	2010-09-22	1707	1040	667	667
PRICELINE' COM INC - 17 SHS	P	2009-11-17	2010-09-22	5804	3530	2274	2274
PRICELINE COM - 2 SHS	P	2009-11-16	2010-09-22	683	412	271	271
PRICELINE COM - 29 SHS	P	2009-11-16	2010-09-23	9834	5978	3856	3856
PRICELINE CON - 36 SHS	P	2009-11-16	2010-11-03	13664	7421	6243	6243
PRICELINE COM - 25 SHS	P	2009-11-16	2010-11-04	9657	5154	4503	4503
QUALCOMM INC - 58 SHS	P	2005-01-04	2010-01-19	2863	2488	375	375
COGNIZANT TECHNLGY SLIMS CORCL A - 189 SHS	P	2006-01-31	2010-01-20	8864	4875	3989	3989
MONSANTO CO NEW - 0.8 SHS	P	1918-09-17	2010-01-20	649	903	-254	-254
MONSANTO CO NEW - 58 SHS	P	2008-09-23	2010-01-20	4706	6496	-1790	-1790
MONSANTO CO NEW - 2 SHS	P	2008-09-24	2010-01-20	162	224	-62	-62
OUALCOMM INC - 100 SHS	P	2005-01-14	2010-01-20	4809	4290	519	519
COGNIZANT TECHNLGY SLTNS CORCL A - 155 SHS	P	2006-01-31	2010-01-21	7293	3998	3295	3295
MONSANTO CO NEW - 71 SHS	P	2008-09-24	2010-01-21	5806	7942	-2136	-2136
COGNIZANT TECHNLGY SLTNS CORCL A - 72 SHS	P	2006-01-30	2010-01-22	3358	1857	1501	1501
COGNIZANT TECHNLGY SLTNS CORCL A - 30 SHS	P	2006-01-30	2010-01-25	1357	774	583	583
OUALCOMM INC - 200 SHS	P	2005-01-04	2010-01-26	9424	8580	844	844
COGNIZANT TECHNLGY SLTNS CORCL. A - 29 SHS	P	2006-01-30	2010-01-27	1334	748	586	586
COGNIZANT TECHNLGY SLTNS CORCL A - 45 SHS	P	2006-01-30	2010-01-28	2001	1161	840	840
MONSANTO CO NEW ' - 144 SHS	P	2008-09-24	2010-01-28	11123	16108	-4985	-4985
MONSANTO CO NEW - 24 SHS	P	2008-09-25	2010-01-28	1854	2670	-816	-816
MONSANTO CO NEW - 50 SHS	P	2008-09-16	2010-01-28	3862	5521	-1659	-1659
SCHWAB CHARLES CORP NEW - 425 SHS	P	2006-06-28	2010-02-02	7726	6425	1301	1301
SCHWAB CHARLES CORP NEW - 463 SHS	P	2006-06-28	2010-02-03	8405	6999	1406	1406
SCHWAB CHARLES: CORP NEW - 576 SHS	P	2006-06-28	2010-02-03	10469	8707	1762	1762
AMERICAN TOWER CORP CL. A - 78 SHS	P	2008-10-27	2010-02-04	3208	2133	1075	1075
SCHWAB CHARLES CORP NEW- 161 SHS	P	2006-06-28	2010-02-04	2832	2434	398	398
AMERICAN TOWER CORP CL A - 54 SHS	P	2008-10-27	2011-02-05	2175	1477	698	698
AMERICAN TOWER CORP CL A - 22 SHS	P	2008-10-27	2010-02-08	903	602	301	301
AMERICAN TOWER CORP CL A - 234 SHS	P	2008-10-27	2010-02-09	9658	6400	3258	3258
SCHWAB CHARLES CORP NEW - 348 SHS	P	2006-06-28	2010-02-18	6189	5261	928	928
SCHWAB CHARLES CORP NEW - 535 SHS	P	2006-06-28	2010-02-19	9831	8088	1743	1743
SCHWAB CHARLES CORP NEW - 268 SHS	P	2006-06-28	2010-02-19	5017	4051	966	966
SCHWAB CHARLES CORP NEW - 534 SHS	P	2006-06-28	2010-02-22	9968	8072	1896	1896
SCHWAB CHARLES CORP. NEW - 187 SHS	P	2006-06-28	2010-02-22	3500	2827	673	673
SCHWAB CHARLES CORP NEW - 297 SHS	P	2006-06-28	2010-02-23	5488	4490	998	998
SCHWAB CHARLES CORP NEW - 269 SHS	P	2006-06-28	2010-02-23	4953	4066	887	887
SCHWAB CHARLES CORP NEW - 320 SHS	P	2006-06-28	2010-02-24	5900	4837	1063	1063
SCHWAB CHARLES CORP NEW - 534 SHS	P	2006-06-28	2010-02-24	9806	8072	1734	1734
NATIONAL OILWELL VARCO INC - 40 SHS	P	2008-11-28	2010-03-18	1747	1129	618	618
NATIONAL OILWELL VARCO INC - 119 SHS	P	2008-11-25	2010-03-18	5199	3098	2101	2101
NATIONAL OILWELL VARCO INC - 62 SHS	P	2008-11-25	2010-03-14	2672	1614	1058	1058
NATIONAL OILWELL VARCO INC - 286 SHS	P	2008-11-25	2010-03-22	12096	7444	4652	4652
NATIONAL OILWELL VARCO INC - 339 SHS	P	2008-11-24	2010-03-23	14376	8386	5990	5990
NATIONAL OILWELL VARCO INC - 269 SHS	P	2008-11-24	2010-03-24	11393	6655	4738	4738
NATIONAL OILWELL VARCO INC - 18 SHS	P	2008-11-24	2010-03-25	753	445	308	308
NATIONAL OILWELL VARCO INC - 17 SHS	P	2008-11-24	2010-03-25	712	421	291	291
NATIONAL OILWELL VARCO. INC - 108 SHS	P	2008-12-01	2010-03-25	4520	2636	1884	1884
NATIONAL OILWELL VARCO INC - 344 SHS	P	2008-12-01	2010-03-26	13958	8397	5561	5561
AMERICAN TOWER CORP CL A - 54 SHS	P	2008-10-27	2010-03-29	2302	1477	825	825
AMERICAN TOWER CORP CL A - 117 SHS	P	2005-07-22	2010-03-29	4987	2505	2482	2482
GILEAD SCIENCES INC - 103 SHS	P	2003-11-03	2010-03-29	4734	1415	3319	3319
NATIONAL OILWELL VARGO' INC - 484 SHS	P	2008-12-01	2010-03-29	19604	11814	7790	7790
AMERICAN TOWER CORP CL A - 200 SHS	P	2005-07-22	2010-03-30	8532	4281	4251	4251
AMERICAN TOWER CORP CL A - 85 SHS	P	2005-07-22	2010-03-30	3631	1820	1811	1811
GILEAD SCIENCES INC - 362 SHS	P	2003-11-03	2010-03-30	16471	4974	11497	11497
NATIONAL OILWELL VARCO INC - 191 SHS	P	2008-12-01	2010-03-30	7733	4662	3071	3071
NATIONAL OILWELL VARCO INC - 292 SHS	P	2009-01-22	2010-03-30	11823	6978	4845	4845
GILEAD SCIENCES INC - 213 SHS	P	2003-11-03	2010-03-31	9712	2927	6785	6785
NATIONAL OILWELL VARCO INC - 458 SHS	P	2009-01-22	2010-03-31	18626	10945	7681	7681
RESEARCH IN MOTION - 161 SHS	P	2009-02-11	2010-03-31	12042	7763	4279	4279
AMERICAN TOWER CORP CL A - 112 SHS	P	2005-07-22	2010-04-06	4800	2398	2402	2402
AMERICAN TOWER CORP CL A - 195 SHS	P	2005-07-22	2010-04-08	8125	4174	3951	3951
AMERICAN TOWER CORP CL A - 123 SHS	P	2005-07-22	2010-04-08	5160	2633	2527	2527
AMERICAN TOWER CORP CL A - 126 SHS	P	2005-07-22	2010-04-09	5357	2697	2660	2660
AMERICAN TOWER CORP CL A - 108 SHS	P	2005-07-22	2010-04-09	4591	2312	2279	2279
MONSANTO CO NEW - 139 SHS	P	2008-09-16	2010-04-13	9411	15349	-5938	-5938
MONSANTO CO NEW - 379 SHS	P	2008-09-16	2010-04-14	25242	41851	-16609	-16609
MONSANTO CO NEW - 101 SHS	P	2008-10-02	2010-04-14	6727	8535	-1808	-1808
MONSANTO CO NEW - 163 SHS	P	2008-10-02	2010-04-15	10712	13774	-3062	-3062
MONSANTO CO NEW - 114 SHS	P	2008-11-18	2010-04-15	7492	8304	-812	-812
MONSANTO CO NEW - 192 SHS	P	2008-11-18	2010-04-16	12370	13985	-1615	-1615
CME GROUP INC - 31 SHS	P	2007-09-13	2010-05-11	10290	17070	-6780	-6780
CME GROUP INC - 7 SHS	P	2007-09-13	2010-05-12	2313	3854	-1541	-1541
CME GROUP INC - 12 SHS	P	2007-09-14	2010-05-12	3966	6568	-2602	-2602
CME GROUP INC - 12 SHS	P	2008-02-08	2010-05-12	3966	6219	-2253	-2253
CME GROUP INC - 21 SHS	P	2008-06-23	2010-05-13	6894	9167	-2273	-2273
QUANTA SVCS INC - 158 SHS	P	2007-12-18	2010-05-18	3545	3871	-326	-326
QUANTA SVCS INC - 155 SHS	P	2007-12-18	2010-05-18	3448	3797	-349	-349
ALLERGAN INC - 276 SHS	P	2008-11-04	2010-05-21	15946	11178	4768	4768
ALLERGAN INC - 89 SHS	P	2008-11-05	2010-05-21	5142	3557	1585	1585
ALLERGAN INC - 19 SHS	P	2008-10-31	2010-05-21	1098	751	347	347
AMERICAN TOWER CORP CL A - 710 SHS	P	2005-07-22	2010-05-21	28365	15199	13166	13166
GILEAD SCIENCES INC - 160 SHS	P	2003-11-03	2010-05-21	5847	2198	3649	3649
ALLERGAN INC - 17 SHS	P	2008-10-31	2010-05-24	989	672	317	317
ALLERGAN INC - 255 SHS	P	2008-10-31	2010-05-24	14771	10076	4695	4695
ALLERGAN INC - 211 SHS	P	2008-11-03	2010-05-24	12222	8282	3940	3940
AMERICAN TOWER CORP CL A - 37 SHS	P	2005-07-22	2010-05-24	1477	792	685	685
COGNIZANT TECHNLGY SLTNS CORCL A - 130 SHS	P	2006-01-30	2010-05-24	6364	3353	3011	3011
COVANCE INC - 32 SHS	P	2008-04-09	2010-05-24	1685	2803	-1118	-1118
COVANCE INC - 31 SHS	P	2008-04-08	2010-05-24	1632	2713	-1081	-1081
GILEAD SCIENCES INC - 35 SHS	P	2003-11-03	2010-05-24	1284	481	803	803
GILEAD SCIENCES INC - 106 SHS	P	2003-11-03	2010-05-24	3871	1456	2415	2415
GILEAD SCIENCES INC - 237 SHS	P	2003-11-03	2010-05-24	8625	3256	5369	5369
QUANTA SVCS INC - 277 SHS	P	2007-12-18	2010-05-24	5809	6786	-977	-977
VESTAS WIND SYS AS SP ADR - 57 SHS	P	2008-06-09	2010-05-24	929	2637	-1708	-1708
VESTAS WIND SYS AS SP ADR - 297 SHS	P	2008-06-10	2010-05-24	4841	13704	-8863	-8863
GILEAD SCIENCES INC - 73 SHS	P	2003-11-03	2010-05-26	2554	1003	1551	1551
GILEAD SCIENCES INC - 297 SHS	P	2003-11-03	2010-05-27	10510	4081	6429	6429
CCVANCE INC - 57 SHS	P	2008-04-08	2010-06-18	3183	4988	-1805	-1805
COVANCE INC - 34 SHS	P	2008-04-07	2010-06-18	1899	2949	-1050	-1050
COVANCE INC - 34 SHS	P	2008-04-07	2010-06-21	1922	2949	-1027	-1027
COVANCE INC - 35 SHS	P	2008-04-07	2010-06-22	1937	3036	-1099	-1099
COVANCE INC - 17 SHS	P	2008-04-04	2010-06-22	941	1465	-524	-524
COVANCE INC - 21 SHS	P	2008-04-04	2010-06-24	1110	1809	-699	-699
COVANCE INC - 24 SHS	P	2007-11-20	2010-06-24	1268	1984	-716	-716
COVANCE INC - 39 SHS	P	2007-11-20	2010-06-25	2069	3224	-1155	-1155
COVANCE INC - 7 SHS	P	2007-11-20	2010-06-28	370	579	-209	-209
COVANCE INC - 28 SHS	P	2007-11-20	2010-06-29	1440	2315	-875	-875
COVANCE INC - 51 SHS	P	2007-11-20	2010-06-30	2655	4216	-1561	-1561
COVANCE INC - 17 SHS	P	2007-11-20	2010-07-02	868	1405	-537	-537
COVANCE INC - 30 SHS	P	2007-11-20	2010-07-06	1550	2480	-930	-930
COVANCE INC - 36 SHS	P	2007-11-20	2010-07-07	1857	2976	-1119	-1119
COVANCE INC - 35 SHS	P	2007-11-21	2010-07-07	1806	2891	-1085	-1085
COVANCE INC - 34 SHS	P	2007-11-21	2010-07-08	1775	2808	-1033	-1033
COVANCE INC - 38 SHS	P	2007-11-21	2010-07-09	1983	3139	-1156	-1156
COVANCE INC - 3 SHS	P	2007-11-19	2010-07-09	157	247	-90	-90
COVANCE INC - 104 SHS	P	2007-11-19	2010-07-12	5434	8580	-3146	-3146
COVANCE INC - 46 SHS	P	2007-11-19	2010-07-13	2474	3795	-1321	-1321
COVANCE INC - 8 SHS	P	2007-11-16	2010-07-13	430	655	-225	-225
APPLE. INC - 27 SHS	P	2008-12-01	2010-07-15	6722	2437	4285	4285
COVANCE INC - 256 SHS	P	2007-11-16	2011-07-23	13294	20959	-7665	-7665
COVANCE INC - 6 SHS	P	2007-11-16	2010-07-26	310	491	-181	-181
COVANCE INC - 213 SHS	P	2007-11-15	2010-07-26	10998	17245	-6247	-6247
COVANCE INC - 21 SHS	P	2009-02-03	2010-07-26	1084	845	239	239
COVANCE INC - 60 SHS	P	2009-02-03	2010-07-27	3005	2415	590	590
COVANCE INC - 126 SHS	P	2009-02-02	2010-07-27	6310	4947	1363	1363
COVANCE INC - 11 SHS	P	2009-02-02	2010-07-28	545	432	113	113
COVANCE INC - 227 SHS	P	2009-01-30	2010-07-28	11249	8789	2460	2460
GILEAD SCIENCES - 61 SHS	P	2003-11-03	2010-08-12	2114	838	1276	1276
GILEAD. SCIENCES - 73 SHS	P	2003-11-03	2010-08-13	2523	1003	1520	1520
GILEAD SCIENCES - 77 SHS	P	2003-11-03	2010-08-16	2618	1058	1560	1560
GILEAD SCIENCES - 170 SHS	P	2003-11-03	2010-08-17	5818	2336	3482	3482
GILEAD SCIENCES - 241 SHS	P	2003-11-03	2010-08-18	8176	3311	4865	4865
VESTAS WIND SYS - 164 SHS	P	2008-06-10	2010-08-18	2357	7567	-5210	-5210
VESTAS WIND SYS - 152 SHS	P	2008-06-16	2010-08-18	2184	6845	-4661	-4661
VESTAS WIND SYS - 99 SHS	P	2008-07-14	2010-08-18	1423	4373	-2950	-2950
VESTAS WIND SYS - 169 SHS	P	2008-06-12	2010-08-18	2428	7426	-4998	-4998
VESTAS WIND SYS - 367 SHS	P	2008-06-12	2010-08-18	5212	16126	-10914	-10914
VESTAS WIND SYS - 351 SHS	P	2008-06-13	2010-08-18	4985	15403	-10418	-10418
VESTAS WIND SYS - 350 SHS	P	2008-07-11	2010-08-18	4970	15195	-10225	-10225
GILEAD SCIENCES - 199 SHS	P	2003-11-03	2010-08-19	6610	2734	3876	3876
VESTAS WIND SYS - 424 SHS	P	2008-07-11	2010-08-19	5940	18408	-12468	-12468
VESTAS WIND SYS - 889 SHS	P	2008-09-17	2010-08-19	12455	32697	-20242	-20242
GILEAD SCIENCES - 182 SHS	P	2003-11-03	2010-08-20	5927	2501	3426	3426
VESTAS WIND SYS - 17 SHS	P	2008-09-17	2010-08-20	228	625	-397	-397
VESTAS WIND SYS - 154 SHS	P	2008-10-03	2010-08-20	2064	4388	-2324	-2324
VESTAS WIND SYS - 172 SHS	P	2008-10-03	2010-08-20	2288	4901	-2613	-2613
VESTAS WIND SYS. - 70 SHS	P	2008-10-17	2010-08-20	931	1391	-460	-460
GILEAD SCIENCES - 386 SHS	P	2003-11-03	2010-08-23	12707	5304	7403	7403
VESTAS WIND SYS - 532 SHS	P	2008-10-17	2010-08-23	7219	10571	-3352	-3352
VESTAS WIND SYS - 109 SHS	P	2008-12-09	2010-08-23	1479	1797	-318	-318
VESTAS WIND SYS - 127 SHS	P	2008-12-09	2010-08-23	1728	2094	-366	-366
VESTAS WINO SYS AS SP ADR - 104 SHS	P	2008-12-09	2010-08-24	1411	1715	-304	-304
VESTAS WINO SYS AS SP ADR - 186 SHS	P	2008-12-09	2010-08-25	2433	3067	-634	-634
VESTAS WINO SYS AS SP ADR - 79 SHS	P	2008-12-09	2010-08-26	1046	1302	-256	-256
VESTAS WINO SYS AS SP ADR - 79 SHS	P	2008-12-09	2010-08-31	1025	1303	-278	-278
VESTAS WIND SYS AS SP ADR - 115 SHS	P	2009-03-19	2010-08-31	1492	1733	-241	-241
VESTAS WIND SYS AS SP ADR - 320 SHS	P	2009-03-19	2010-08-31	3999	4823	-824	-824
VESTAS WIND SYS AS SP ADR - 166 SHS	P	2009-03-17	2010-08-31	2074	2412	-338	-338
VESTAS WIND SYS AS SP ADR - 124 SHS	P	2009-03-17	2010-09-01	1602	1802	-200	-200
VESTAS WIND SYS AS SP ADR - 118 SHS	P	2009-03-18	2010-09-01	1525	1704	-179	-179
VESTAS WIND. SYS AS SP ADR. - 468 SHS	P	2009-03-18	2010-09-01	5936	6758	-822	-822
GENZYME CORP - 94 SHS	P	1998-10-01	2010-09-20	6625	1535	5090	5090
COGNIZANT TECHNLGY SLIMS CORCL A - 131 SHS	P	2006-01-30	2010-09-21	8289	3379	4910	4910
COGNIZANT TECHNLGY SLTNS CORCL A - 43 SHS	P	2006-01-30	2010-09-22	2725	1109	1616	1616
COGNIZANT TECHNLGY SLIMS CORCL A - 64 SHS	P	2006-01-30	2010-09-23	4021	1651	2370	2370
GENZYME CORP - 81 SHS	P	1998-10-01	2010-10-21	5824	1323	4501	4501
GENZYME CORP - 169 SHS	P	1998-10-01	2010-10-22	12195	2760	9435	9435
GENZYME CORP - 150 SHS	P	1998-10-01	2010-10-22	10830	2450	8380	8380
GENZYME CORP - 170 SHS	P	1998-10-01	2010-10-25	12318	2776	9542	9542
GENZYME CORP - 173 SHS	P	1998-10-01	2010-10-26	12474	2825	9649	9649
GENZYME CORP - 83 SHS	P	1998-10-01	2010-10-27	5974	1356	4618	4618
GENZYME CORP. - 88 SHS	P	1998-10-01	2010-10-27	6340	1437	4903	4903
COGNIZANT TECHNLGY SLTNS CORCL A. - 41 SHS	P	2006-01-30	2010-11-03	2630	1057	1573	1573
COGNIZANT TECHNLGY SLTNS CORCL A - 102 SHS	P	2006-01-30	2010-11-04	6555	2631	3924	3924
APPLE INC - 69 SHS	P	2008-12-01	2010-11-05	21967	6228	15739	15739
COGNIZANT TECHNLGY SLTNS CORCL A - 192 SHS	P	2006-01-30	2010-11-05	12164	4952	7212	7212
APPLE INC - 19 SHS	P	2008-12-01	2010-11-08	6057	1715	4342	4342
COGNIZANT TECHNLGY SLIMS CORCL A - 86 SHS	P	2006-01-30	2010-11-08	5418	2218	3200	3200
PRAXAIR INC - 75 SHS	P	2009-10-20	2010-12-08	7014	6267	747	747
PRAXAIR INC - 21 SHS	P	2009-09-22	2010-12-08	1964	1714	250	250
PRAXAIR INC - 5 SHS	P	2009-09-22	2010-12-08	467	408	59	59
PRAXAIR INC - 56 SHS	P	2009-09-22	2010-12-09	5249	4570	679	679
PRAXAIR INC - 46 SHS	P	2009-09-30	2010-12-09	4312	3748	564	564
APPLE INC - 57 SHS	P	2008-12-01	2010-12-17	18295	5145	13150	13150
QUALCOMM INC - 317 SHS	P	2009-11-12	2010-12-17	15669	14250	1419	1419
LITIGATION SETTLEMENT	P			1742		1742	1742

Field	Value	IRS element (for citing)
Capital Gain Net Income	187317	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	127000	QualifyingDistributionsYear1
Noncharitable Assets Year1	2489471	NoncharitableAssetsYear1
Distribution Ratio Year1	0.051015	DistributionRatioYear1
Qualifying Distributions Year2	166000	QualifyingDistributionsYear2
Noncharitable Assets Year2	2426056	NoncharitableAssetsYear2
Distribution Ratio Year2	0.068424	DistributionRatioYear2
Qualifying Distributions Year3	177008	QualifyingDistributionsYear3
Noncharitable Assets Year3	3460713	NoncharitableAssetsYear3
Distribution Ratio Year3	0.051148	DistributionRatioYear3
Qualifying Distributions Year4	160300	QualifyingDistributionsYear4
Noncharitable Assets Year4	3250922	NoncharitableAssetsYear4
Distribution Ratio Year4	0.049309	DistributionRatioYear4
Qualifying Distributions Year5	148000	QualifyingDistributionsYear5
Noncharitable Assets Year5	3120940	NoncharitableAssetsYear5
Distribution Ratio Year5	0.047422	DistributionRatioYear5
Total Distribution Ratio	0.267318	TotalDistributionRatio
Average Distribution Ratio	0.053464	AverageDistributionRatio
Net Noncharitable Assets	2864510	NetNoncharitableAssets
Adjusted Noncharitable Assets	153148	AdjustedNoncharitableAssets
One Percent Net Investment Income	1776	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	154924	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	133500	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	3552	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	3552	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	3552	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1200	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1200	TotalCreditsAndPayments
Tax Due	2352	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	NY	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	SACKS PRESS LACHER PC	BooksInCareOfPersonName
Books In Care Of Phone Number	2126826640	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	600 THIRD AVENUE	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10016	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

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	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
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 (3 entries)

Address Line1USAddress/AddressLine1	Address Line2USAddress/AddressLine2	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
LINDA HACKETT
C/O SACKS PRESS LACHER 600 THIRD	AVENUE	NEW YORK	NY	10016	PRESIDENT	2.00	0	0	0
MONTAGUE H HACKETT JR
C/O SACKS PRESS LACHER 600 THIRD	AVENUE	NEW YORK	NY	10016	SECRETARY	2.00	0	0	0
MELINDA HACKETT
C/O SACKS PRESS LACHER 600 THIRD	AVENUE	NEW YORK	NY	10016	VICE-PRES.	2.00	0	0	0

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

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	2886981	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	21151	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	2908132	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	2908132	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	43622	CashDeemedCharitable
Net Noncharitable Assets	2864510	NetNoncharitableAssets
Minimum Investment Return	143226	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	143226	MinimumInvestmentReturn
Tax Based On Investment Income	3552	TaxBasedOnInvestmentIncome
Total Tax	3552	TotalTax
Distributable Amount Before Adj	139674	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	139674	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	139674	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	133500	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	133500	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	133500	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	139674	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year4	5082	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	14156	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	44697	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	3691	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	67626	TotalExcessDistriCarryover
Qualifying Distributions	133500	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	133500	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	6174	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	6174	ExcessDistriCyovAppliedCY
Total Corpus	61452	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	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	61452	ExcessDistriCyovToNextYear
Excess From Year3	13064	ExcessFromYear3
Excess From Year2	44697	ExcessFromYear2
Excess From Year1	3691	ExcessFromYear1

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	LINDA HACKETT	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)

Address Line1RecipientForeignAddress/AddressLine1	CityRecipientForeignAddress/City	CountryRecipientForeignAddress/Country	Postal CodeRecipientForeignAddress/PostalCode	Recipient RelationshipRecipientRelationship	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode
AMERICAN MUSEUM IN BRITAIN
CLAVERTON MANOR	BATH	UK	BA2 7BD	NONE	GENERAL PURPOSES	$10,000
AMERICAN RED CROSS
				NONE	GENERAL PURPOSES	$5,000	520 WEST 49TH STREET	NEW YORK	NY	10019
ANIMAL MEDICAL CENTER
				NONE	GENERAL PURPOSES	$4,000	510 EAST 62ND STREET	NEW YORK	NY	10065
ANIMAL RESCUE FUND1
				NONE	GENERAL PURPOSES	$2,000	1963 HOLLY BUSH ROAD	PELAHATCHIE	MS	39145
ASPCA
				NONE	GENERAL PURPOSES	$1,000	424 EAST 92ND STREET	NEW YORK	NY	10128
BIDE A WEE ASSOCIATION
				NONE	GENERAL PURPOSES	$1,000	410 EAST 38TH STREET	NEW YORK	NY	10016
CENTRAL PARK CONSERVANCY
				NONE	GENERAL PURPOSES	$1,000	14 EAST 60TH STREET	NEW YORK	NY	10022
CHILDRENS AID SOCIETY
				NONE	GENERAL PURPOSES	$2,000	105 EAST 22ND STREET	NEW YORK	NY	10010
CITY HARVEST
				NONE	GENERAL PURPOSES	$2,000	575 8TH AVENUE 4TH FL	NEW YORK	NY	10018
CITY MEALS ON WHEELS
				NONE	GENERAL PURPOSES	$2,000	355 LEXINGTON AVENUE	NEW YORK	NY	10017
CITY & COUNTRY SCHOOL
				NONE	GENERAL PURPOSES	$1,000	146 WEST 13TH STREET	NEW YORK	NY	10011
DELTA SOCIETY
				NONE	GENERAL PURPOSES	$2,000	875 124TH AVENUE NE101	BELLEVUE	WA	98005
564 PRESERVATION FOUNDATION
				NONE	GENERAL PURPOSES	$1,000	564 PARK AVENUE	NEW YORK	NY	10065
FOOD BANK FOR NEW YORK CITY
				NONE	GENERAL PURPOSES	$4,000	39 BROADWAY	NEW YORK	NY	10006
FRESH AIR FUND
				NONE	GENERAL PURPOSES	$2,000	633 THIRD AVENUE 14TH FL	NEW YORK	NY	10017
GAY MENS HEALTH CRISIS
				NONE	GENERAL PURPOSES	$1,000	119 WEST 24TH STREET	NEW YORK	NY	10011
GOD'S LOVE WE DELIVER
				NONE	GENERAL PURPOSES	$2,000	166 6TH AVENUE	NEW YORK	NY	10013
GROUP FOR SOUTH FORK
				NONE	GENERAL PURPOSES	$1,000	PO BOX 569	BRIDGEHAMPTON	NY	11932
HORTICULTURAL SOCIETY- NEW YORK
				NONE	GENERAL PURPOSES	$1,000	148 WEST 37TH STREET 13TH FL	NEW YORK	NY	10018
HUMAN RESOURCES OF THE HAMPTONS
				NONE	GENERAL PURPOSES	$2,000	168 HILL STREET	SOUTHAMPTON	NY	11968
HUMANE SOCIETY
				NONE	GENERAL PURPOSES	$2,000	2100 L STREET NW	WASHINGTON	DC	20037
INTERFAITH CENTER OF NEW YORK
				NONE	GENERAL PURPOSES	$1,000	475 RIVERSIDE DRIVE SUITE540	NEW YORK	NY	10115
INT'L CENTER FOR PHOTOGRAPHY
				NONE	GENERAL PURPOSES	$1,000	1114 6TH AVENUE AT 43RD STREET	NEW YORK	NY	10036
INT'L PRIMATE PROTECTION LEAGUE
				NONE	GENERAL PURPOSES	$1,000	PO BOX 766	SUMMERVILLE	SC	29484
JOHN PB EDDY SCHOLARSHIP FUND
				NONE	GENERAL PURPOSES	$1,000	12 BRADLEE STREET	DORCHESTER	MA	02124
LCRF
				NONE	GENERAL PURPOSES	$1,000	845 3RD AVENUE 6TH FL	NEW YORK	NY	10022
MEMORIAL SLOAN KETTERING CANCER
				NONE	GENERAL PURPOSES	$2,000	301 EAST 61ST STREET 2	NEW YORK	NY	10065
NATURE CONSERVANCY
				NONE	GENERAL PURPOSES	$2,000	4245 NORTH FAIRFAX DRIVE SUITE 100	ARLINGTON	VA	22203
NEW YORK BOTANICAL GARDEN
				NONE	GENERAL PURPOSES	$1,500	BRONX RIVER PRWY AT FORDHAM ROAD	BRONX	NY	10458
NEW YORK RESTORATION PROJECT
				NONE	GENERAL PURPOSES	$1,000	254 WEST 31ST STREET 10	NEW YORK	NY	10001
NEW YORK TIME NEEDIEST
				NONE	GENERAL PURPOSES	$4,000	4 CHASE METROTECH CENTER 7TH FL	BROOKLYN	NY	11245
PARRISH ART MUSEUM
				NONE	GENERAL PURPOSES	$10,000	25 JOBS LANE	SOUTHAMPTON	NY	11968
PARTNERS IN HEALTH
				NONE	GENERAL PURPOSES	$5,000	888 COMMONWEALTH AVENUE 3RD FL	BOSTON	MA	02215
PINE MANOR COLLEGE
				NONE	GENERAL PURPOSES	$5,000	400 HEATH STREET	CHESTNUT HILL	MA	02467
PLANNED PARENTHOOD OF NYC
				NONE	GENERAL PURPOSES	$3,000	26 BLEECKER STREET	NEW YORK	NY	10012
PLANNED PARENTHOOD SUFFOLK
				NONE	GENERAL PURPOSES	$3,000	434 WEST 33RD STREET	NEW YORK	NY	10001
POSITIVE PARTNERS ASSISTANCE DOGS
				NONE	GENERAL PURPOSES	$4,000	PO BOX 2088	HAILEY	ID	83333
RSVP
				NONE	GENERAL PURPOSES	$5,000	1201 NEW YORK AVENUE NW	WASHINGTON	DC	20525
SALVATION ARMY
				NONE	GENERAL PURPOSES	$5,000	220 EAST 23RD STREET	NEW YORK	NY	10016
SOHO PARTNERSHIP
				NONE	GENERAL PURPOSES	$2,000	113 SPRING STREET	NEW YORK	NY	10012
SOUTHAMPTON HOSPITAL
				NONE	GENERAL PURPOSES	$2,000	240 MEETING HOUSE LANE	SOUTHAMPTON	NY	11968
SOUTHHAMPTON FRESH AIR FUND
				NONE	GENERAL PURPOSES	$2,000	38 MAIN STREET	SOUTHAMPTON	NY	11968
ST ANDREWS DUNE CHURCH
				NONE	GENERAL PURPOSES	$2,000	PO BOX 1245	SOUTHAMPTON	NY	11969
TWO MAUDS
				NONE	GENERAL PURPOSES	$4,000	100 PARK AVENUE 20TH FLOOR	NEW YORK	NY	10017
VERMONT STUDIO SCHOOL
				NONE	GENERAL PURPOSES	$15,000	PO BOX 613	JOHNSON	VT	05656
WILDLIFE CONSERVATION SOCIETY
				NONE	GENERAL PURPOSES	$2,000	2300 SOUTHERN BLVD	BRONX	NY	10460

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	133500	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$15,037	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$187,317	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$202,354	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	202354	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 (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
ACCOUNTING	$2,300	2300	0
CUSTODY FEE	$4,941	4941	0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE EQUITITES	NameOfStock
EOY Book Value	2294273	EOYBookValue
EOYFMV	2981678	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Revenue And Expenses Per Books	750	RevenueAndExpensesPerBooks
Net Investment Income	750	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEE	Category
Amount	$16,767	Amount
Net Investment Income	16767	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	EXCISE	Category
Amount	$2,365	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

C A L FOUNDATION INC: 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 (283 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 (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments