990 -PF Return of Private Foundation OMB No 1545-0052 Form or Section 4947( a)(1) Nonexempt Charitable Trust 20 1 0 Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note . The foundation ma y be able to use a co py of this return to satis fy state re p ortin g re q uirements. For ca lendar year 2010 - or tax year beainnina n; / 01 . 2010. and endina 04 h n - 20 11 QCs Check all that apply - Initial return L J Initial return of a former public charity Final return ~ H _ Amended return Address change Name change F F Name of foundation A Employer identification number TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726 umber and street ( or P 0 box number if mail is not delivered to street address ) Room / suite B Telephone number ( see page 10 of the instructions) P.O. BOX 1908 - ity or town , state , and ZIP code C If exemption application is pending , check here • • • • D 1 Foreign organizations , check here . ORLANDO FL 32802-190 8 I 2 Foreign organizations meeting the i Check type of organization : X Section 501 (c)(3) exempt private rivate foundation com uttaa te st tion check here and attach ► El . . . p Section 4947 ( a )( 1 ) nonexem pt charitable trust Other taxable p rivate foundation Fair market value of all assets at end I J Accounting method : Cash Accrual E If private foundation status was terminated El under section 5071b ) (I)IA),check here , of year (from Part ll, col. (c), line q Other ( specify) ----------------------- F If the foundation is i n 60-month termination - 16) $ 2 , 153 , 061. (Part 1, column (d) must be on cash basis .) under section 507(b ) (1)IB),check here . o- L 1 Analysis of Revenue and Expenses ( The (a) Revenue and ( d) Disbursements total of amounts in columns (b), (c), and (d) (b) Net investment ( c) Adjusted net for charitable may not necessarily equal the amounts in expenses per books income income purposes column (a) (see page 11 of the instructions ).) ( cash basis onl y) 1 Contributions efts, grants , etc, received (attach schedule) 2 Check if the foundation is not required to 110- attach Sch B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities . . . 48 , 408 . 47 , 122. STMT 1 5a Gross rents ................. 24 , 108 . 24 , 108. NON b Net rental income or (loss) 8 , 514 6a Net gain or ( loss) from sale of assets not on line 10 153 , 662. C b Gross sales price for all 2,409,085. assets on line 6a 7 Capital gain net income (from Part IV, line 2) . 153 661. 8 Net short -term capital gain . . . . . . . . . 9 Income modifications . . . . . . . . . . . 10 a Gross sales less returns and allowances b Less- Cost of goods sold c Gross profit or (loss ) ( attach schedule) • • • • 11 Other income ( attach schedule ) • • • • • • • 12 Total . Add lines 1 throu gh 11 226 178. 224 891. NON 13 Compensation of officers , directors , trustees , etc • 17 , 387 8 , 694. 8 , 693 14 Other employee salaries and wages . . . . to 15 Pension plans , employee benefits . . . . , 16 a Legalfeeslaitack-s e W (at a h sche ule) STMT 2 b •. 400 . NON NON 400 E y %j c • t pro es a schedule) . . . 17 Interest . O. a +' T tta he U e see of t ► ^e p ISTXL sl l 163. Depreciation aitach.-sch^ e) and depletion . v ^ v 21 c I es,^rt meetln s F- m 22 Printing and publications 23 Other expenses (attach schedule ) STMT. 4 • 15 , 614 . 15 , 595. 20 ` 24 Total operating and administrative expenses. a Add lines 13 through 23 . . . . . . . . • • 33 401 24 , 452. NON 9 , 113 0 25 Contributions , gifts, grants paid .. • . • .. 109 062. 109 , 062 26 Total exp enses and disbursements Add lines 24 and 25 14 2 46 3 . 24 , 452. NON 118 , 175 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 83 , 715 . b Net investment income ( if negative , enter -0-) 200,439.1 c Adjusted net income ( if ne g ative , enter -0-). NON c c e C For Paperwork Reduction Act Notice , see page 30 of the instructions . SSA I4 OE1410 1 000 ED6380 2TTR 02/13/2012 09:48:00 47-3630920 Form 990-PF (2010) \ 4
Transcript
990-PF Return of Private Foundation OMB No 1545-0052
Form or Section 4947(a)(1) Nonexempt Charitable Trust
20 1 0Department of the Treasury Treated as a Private FoundationInternal Revenue Service Note . The foundation may be able to use a copy of this return to satisfy state re p ortin g req uirements.
For ca lendar year 2010 - or tax year beainnina n; / 01 . 2010. and endina 04 h n - 20 1 1
QCs Check all that apply - Initial return L J Initial return of a former public charity Final return
~ H
_
Amended return Address change Name changeF FName of foundation A Employer identification number
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726umber and street (or P 0 box number if mail is not delivered to street address ) Room / suite B Telephone number ( see page 10 of the instructions)
P.O. BOX 1908 -ity or town , state , and ZIP code C If exemption application is
pending , check here • • • •
D 1 Foreign organizations , check here .
ORLANDO FL 32802-190 8
I
2 Foreign organizations meeting the
i Check type of organization : X Section 501 (c)(3) exempt privaterivate foundationcom
uttaate st
tioncheck here and attach ►
El. . .
p
Section 4947 ( a )( 1 ) nonexem pt charitable trust Other taxable private foundation
Fair market value of all assets at endI J Accounting method : Cash AccrualE If private foundation status was terminated
Elunder section 5071b ) (I)IA),check here
,
of year (from Part ll, col. (c), line q Other ( specify) ----------------------- F If the foundation is i n 60-month termination
-16) $ 2 , 153 , 061. (Part 1, column (d) must be on cash basis.) under section 507(b ) (1)IB),check here . o- L 1Analysis of Revenue and Expenses (The (a) Revenue and
(d) Disbursementstotal of amounts in columns (b), (c), and (d) (b) Net investment (c) Adjusted net for charitablemay not necessarily equal the amounts in expenses per
booksincome income purposes
column (a) (see page 11 of the instructions).) ( cash basis onl y)
1 Contributions efts, grants , etc, received (attach schedule)
2 Check if the foundation is not required to110- attach Sch B
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities . . . 48 , 408 . 47 , 122. STMT 15a Gross rents ................. 24 , 108 . 24 , 108. NONb Net rental income or (loss) 8 , 514
6a Net gain or ( loss) from sale of assets not on line 10 153 , 662.C b Gross sales price for all
2,409,085.assets on line 6a
7 Capital gain net income (from Part IV, line 2) . 153 661.8 Net short-term capital gain . . . . . . . . .
9 Income modifications . . . . . . . . . . .10 a Gross sales less returns
and allowances
b Less- Cost of goods sold
c Gross profit or (loss ) ( attach schedule) • • • •
11 Other income ( attach schedule ) • • • • • • •
12 Total . Add lines 1 throu g h 11 226 178. 224 891. NON13 Compensation of officers , directors , trustees , etc • 17 , 387 8 , 694. 8 , 69314 Other employee salaries and wages . . . .
to 15 Pension plans , employee benefits . . . . ,
16 a Legalfeeslaitack-s e
W (at a h sche ule) STMT 2b •. 400 . NON NON 400Ey
%j
c • t pro es a schedule) . . .17 Interest . O.
a +' T tta he U e see of t► ^e p ISTXL sl
l
163.Depreciation aitach.-sch^ e) and depletion .
v̂
v 21 c I es,^rt meetln s
F- m 22 Printing and publications
23 Other expenses (attach schedule ) STMT. 4 • 15 , 614 . 15 , 595. 20` 24 Total operating and administrative expenses.
Mc Foundations that do not follow SFAS 117,check here and complete lines 27 through 31. ►
0 27 Capital stock , trust principal , or current funds , , , , , , , , , 1 663 426. 1 , 747 , 391.28 Paid -in or capital surplus, or land, bldg , and equipment fund . . . . .
29 Retained earnings, accumulated income, endowment, or other funds
0 T l f3 ota net assets or und balances ( see page 17 of the
Z instructions ) . . . . . . . . . . . . . . . . . . . . . . . . 1 663 426. .1 , 747 , 39131 Total liabilities and net assets/fund balances ( see page 17
of the instructions ) . ..................... 1 , 663 , 426. 1 , 747 , 391.DIM Analysis of Changes in Net Assets or Fund Balances1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 ( must agree with
end-of-year figure reported on prior year ' s return ) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 1 , 663 , 426.2 Enter amount from Part I, line 27a ...................................... 2 83 , 715.3 Other increases not included in line 2 ( itemize ) ► SEE STATEMENT 6 3 250.
6 Total net assets or fund balances at end of ear ( line 4 minus line 5) - Part II, column ( b), line 30 1 , 747 , 391.Form 990-PF (2010)
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23-7310726FOrm 990-PF (2010) Page 3
Ca ital Gains and Losses for Tax on Investment Income(a) List and describe the kind ( s) of property sold (e g , real estate ,2-story brick warehouse , or common stock , 200 shs . MLC Co .)
2 Total of line 1,column (d) ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 2 0.088058017363 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the
number of years the foundation has been in existence if less than 5 years . . . . . . .. . . . 3 0. 04402900868
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5 4 1 , 962 , 382.
6 Enter 1%of net investment income (1%of Part I, line 27b) . . . . . . . . . . . . . . . . . . . . 6 2 , 004.
7 Add lines 5 and 6 7 88 , 406.
8 Enter qualifying distributions from Part XII, line 4 8 118 , 175.If line 8 is eaual to or greater than line 7. check the box in Part VI. line 1b. and comDlete that D art using a 1% tax rate. See thePart VI instructions on page 18.
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Excise Tax Based on Investment Income (Section 4940 ( a), 4940(b), 4940(e), or 4948 - see page 18 of the instructions)
la Exempt operating foundations described in section 4940(d)(2), check here ► and enter "N/A" on line 1 , . .
Date of ruling or determination letter -------------(attach copy of ruling letter if necessary - see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2 , 004.
here ► and enter 1%of Part I, line 27b , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of
Part I, line 12, col (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) . 2
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) . . . 4 NONE5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0 . . . . . . . . . . . . . . 5 2 , 004.
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 , , , , 6a 248.
b Exempt foreign organizations-tax withheld at source . . . . . . . 6b NONEc Tax paid with application for extension of time to file (Form 8868). 6c 4 , 252.d Backup withholding erroneously withheld . . . . . . . . . . . . . . . . . 6d
7 Total credits and payments. Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . . . . . . . . 7 4 , 500.8 Enter any penalty for underpayment of estimated tax Check here q if Form 2220 is attached . . . . . . . 8
9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed , , , , , , , , , , , ► 9
10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid , , , , , , , , , , ► 10 2 , 496.11 Enter the amount of line 10 to be: Credited to 2011 estimated tax ► Refunded lo, 11 2 , 496.
Statements Regardin g Activities
1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it Yes No
participate or intervene in any political campaign? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a X
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? . . . . . 13 X
Website address RIA ------------------------------------------ --------14 The books are in care of BANK--------------------- Telephone no ► (615) 748-4879
------- -------P.O. BOX305110, NASHVILLE, TN --------------------- ZIP+4 5110Located at
--_.Q15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here • • • • • • • • • • • • • ►
and enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . . . . . . . . . ► 15
16 At any time during calendar year 2010 , did the foundation have an interest in or a signature or other authority Yes No
over a bank, securities , or other financial account in a foreign country? . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 X
See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1 If "Yes," enter
the name of the forei g n count ry
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the " Yes" column, unless an exception applies.
1 a During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? . . . . . . . . q Yes No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a
4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . . . . .b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
X
X
X
Form 990-PF (2010)
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Form 990-PF (2010) 6Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a During the year did the foundation pay or incur any amount to.
q? Yes(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e)) . . . . . . No
(2) Influence the outcome of any specific public election (see section 4955); or to carry on,
directly or indirectly, any voter registration drive? , , , , , , , , , , YesH X No
(3) Provide a grant to an individual for travel, study, or other similar purposes, Yes X No
(4) Provide a grant to an organization other than a charitable, etc , organization described in
qsection 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions) . . . . . . . Yes No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational
purposes, or for the prevention of cruelty to children or animals? . . . . . . . . . . . . . . . . . q Yes No
b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)? . . . 5b
O ► qrganizations relying on a current notice regarding disaster assistance check here , , , , , , , ,
c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax 'A,
q Y? Wll q Nesbecause it maintained expenditure responsibility for the grant . . . . . . . . . . . . . li^ i o
If "Yes," attach the statement required by Regulations section 53 4945-5(d).
6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X. . . . . . .
7a
If "Yes" to 6b, file Form 8870
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? , q Yes No
b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? 7binformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors
1 List all officers . directors . trustees . foundation manaaers and their compensation (see nacre 22 of the instructions).
Total number of other employees paid over $50,000 ....... ► I NONE
Form 990-PF (2010)
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23-7310726Form 990-PF (2010) Page 7
Information About Officers , Directors, Trustees , Foundation Managers, Highly Paid Employees,and Contractors (continued)
s rive mgnesx-paia maepenaent contractors or proressionai services ( see age cs OT the instructionsi. IT none , enter " NUllvt."( a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Total number of others receivin g over $50,000 for p rofessional services . . ► NONE
Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number ofExpensesorganizations and other beneficiaries served, conferences convened, research papers produced, etc
Summary of Program-Related Investments (see Daae 24 of the instructions)Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount
2 Acquisition indebtedness applicable to line 1 assets ............................ 2 NONE
3 Subtract line 2 from line 1d .........................................
.
.
3 1 , 992 , 266.4 Cash deemed held for charitable activities . Enter 1 1 /2% of line 3 (for greater amount, see page 25 of
the instructions ) 4 29 , 884.5 Net value of noncharitable-use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 5 1 , 962 , 382.6 Minimum investment return . Enter 5% of line 5 6 98 , 119.ONIM. Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (I)(5) private operating
foundations and certain foreign organizations check here ► and do not complete this part.)
Tax on investment income for 2010 from Part VI, line 5 , , , , , 2a 2 , 004.
Income tax for 2010. (This does not include the tax from Part VI.) 2b
Add lines 2a and 2b ............................................. 2c 2 , 004.3 Distributable amount before adjustments. Subtract line 2c from line 1 . . . . . . . . . . . . . . . . . . 3 96 , 115.4 Recoveries of amounts treated as qualifying distributions , , , , , , , , , , , , , , , , , , , , , , , , , 4 NONE5 Add lines 3 and 4 .............................................. 5 96 , 115.
6 Deduction from distributable amount (see page 25 of the instructions) , , , , , , , , , 6 NONE7 Distributable amount as adjusted . Subtract line 6 from line 5. Enter here and on Part XIII,
line 1 7 96 , 115.
Qualifying Distributions (see page 25 of the instructions)
b Cash distribution test (attach the required schedule ) , , , , , , , , , , , , , , , , , , , , , , 3b NONE
4 Qualifying distributions. Add lines la through 3b Enter here and on Part V, line 8 , and Part XIII , line 4 , , , , , , 4 118 , 175.
5 Foundations that qualify under section 4940( e) for the reduced rate of tax on net investment income.
Enter 1 %of Part I, line 27b ( see page 26 of the instructions) , , , , , , , , , , , , , , , , , , , , , , , 5 2 , 004.
6 Adjusted qualifying distributions . Subtract line 5 from line 4 , , , , , , , 6 116 , 171.
Note : The amount on line 6 will be used in Part V, column ( b), in subsequent years when calculating whether the foundationqualifies for the section 4940( e) reduction of tax in those years
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Form 990-PF (2010) 9
Undistributed Income ( see page 26 of the instructions)
(a) (b) (c) (d)
1 Distributable amount for 2010 from Part XI, Corpus Years prior to 2009 2009 2010
line 7 ................... . 96 , 115.2 Undistributed income, if any , as of the end of 2010•
a Enter amount for 2009 only . . . . . . . . . 19 , 779.
b Total for prior years 20 0 8 , 20 , 20 NON3 Excess distributions carryover , if any , to 2010:
a From 2005 NONE
b From 2006 NONE
c From 2007 NONE
d From 2008 NONE
e From 2009 , , , NONE
f Total of lines 3a through e . . . . . . . . . . NON
4 Qualifying distributions for 2010 from Part XII,
line4: ► $ 118,175.a Applied to 2009 , but not more than line 2a . . 19 , 779.
b Applied to undistributed income of prior years ( Electionrequired - see page 26 of the instructions ) . . . . . NON
c Treated as distributions out of corpus ( Electionrequired - see page 26 of the instructions ) , , . NON
d Applied to 2010 distributable amount . . . . 96 , 115.
e Remaining amount distributed out of corpus , . 2 , 281.
5 Excess distributions carryover applied to 2010 , NON NONE(If an amount appears in column (d), the sameamount must be shown in column (a) )
6 Enter the net total of each column asindicated below:
a Corpus Add lines 3f, 4c, and 4e . Subtract line 5 2 , 281.
b Prior years ' undistributed income . Subtractline 4b from line 2b ............. NON
c Enter the amount of prior years ' undistributedincome for which a notice of deficiency has beenissued , or on which the section 4942 ( a) tax hasbeen previously assessed . . . . . . . . . . . . NON
d Subtract line 6c from line 6b . Taxableamount - see page 27 of the instructions NON
e Undistributed income for 2009 Subtract line4a from line 2a Taxable amount - see page27 of the instructions . . . . . . . . . . . . .
f Undistributed income for 2010 Subtract lines4d and 5 from line 1 This amount must bedistributed in 2011 , , , , NONE
7 Amounts treated as distributions out of corpusto satisfy requirements imposed by section170(b)( 1)(F) or 4942(g)(3) (see page 27 of theinstructions) . . . . . . . . . . . . . . . NON
8 Excess distributions carryover from 2005 notapplied on line 5 or line 7 ( see page 27 of the
Form 990-PF (2010) 23-7310726 Page 10Private Operatin g Foundations ( see page 27 of the instructions and Part VII -A, q uestion 9 ) NOT APPLICABLE
1 a If the foundation has received a ruling or determination letter that it is a private operating
foundation , and the ruling is effective for 2010 , enter the date of the ruling , " , " " " " , " , , , " ►b Check box to indicate whether the foundation is a private operating foundation described in section LF-F4942 (j)(3) or 4942())(5)
2a Enter the lesser of the ad -Tax year Prior 3 years
( e) Totallusted net income from Part ( a) 2010 (b) 2009 ( c) 2008 (d) 2007
1 or the minimum investment
return from Part X for eachyear listed " , , , , , ,
b 85% of line 2a . . . . . _
C Qualifying distributions from Part
XII, line 4 for each year listed ,
d Amounts included in line 2c not
used directly for active conduct
of exempt activities . . . . .
e Qualifying distributions madedirectly for active conduct of
exempt activities Subtract line
2d from line 2c . . . . . .
3 Complete 3a , b, or c for the
alternative test relied upon
a "Assets" alternative test - enter
(1) Value of all assets . . .
(2) value of assets qualifying
under section
4 9 4 21111 311B11d. . . . .
b "Endowment " alternative test-
enter 2/3 of minimum invest-
ment return shown in Part X,
line 6 for each year listed " "
C "Support" alternative test - enter
(1) Total support other than
gross investment income
( interest, dividends , rents,
payments on securities
loans ( section 512la11511,
or royalties) . . . . . .
(2) Support from generalpublic and 5 or moreexempt organizations asprovided in section 4942111(3)(B)lnil . . . . . .
(3) Largest amount of sup-
port from an exempt
organization . . . . .
(4) Gross investment income.
Supplementary Information (Complete this part only if the foundation had $5 ,000 or more in assetsat any time during the year - see page 28 of the instructions.)
1 Information Regarding Foundation Managers:a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
N/A
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
Check here ► if the foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals ororganizations under other conditions, complete items 2a, b, c, and d.
a The name, address, and telephone number of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include.
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or otherfactors.
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Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future PaymentRecipientp It recipient is an individual ,
show any relationship toFoundation
fPurpose of grant or Amount
Name and address (home or business) any foundationo rsubstantial
ross amounts unless otherwise indicated . Unrelated business income Excluded b section 512 513 or 514 R l t (
gram service revenue
(a)Businesscode
(b)Amount
(c)Exclusion code
(d)
Amount
a edor
exemptfunction income
the instuctlonsf
Fees and contracts from government agencies
mbership dues and assessments
rest on savings and temporarycash investments
idends and interest from securities . . 14 4 8 4 08 .rental income or (loss ) from real estate
Debt-financed property , , , , , , , , ,
Not debt-financed property . . . . . . ,
rental income or (loss) from personal property , 1 5 2 4 1 0 8 .er investment income . . . . . . . . ,
nor (loss ) from sales of assets other than inventory 18 15 3 6 6 2 .income or ( loss) from special events . .
ss profit or (loss ) from sales of inventory .
er revenue: a
total . Add columns ( b), (d), and (e) . . . . 226 , 178.
o
113 Total . Add line 12, columns ( b), (d), and (e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 226,178.(See worksheet in line 13 instructions on page 29 to verify calculations.)
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No . Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the. accomplishment of the foundation ' s exempt purposes (other than by providing funds for such purposes ). ( See page 29 of the
instructions.)
NOT APPLICABLE
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NUMVIIIIIIII Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations
1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes No
in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
organizations7
a Transfers from the reporting foundation to a noncharitable exempt organization of:
(6) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b(6 X
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . . . . . . . . . . . . . . . 1c
d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting foundation If the foundation received less than fair market
( a) Name of organization ( b) Type of organization ( c) Description of relationship
Under penalties of perjury , I declare that I have ex mi s return , including accompanying schedules and statements , and to the best of my knowledge and
Signbelief , it is true correct , nd comple Decl n pare other than taxpayeror fiduciary ) is based on all information of which preparer has any knowledge
HereSignature of officer or trustee E . W OHLFORD
Print /Type preparer ' s na Preparer 's signat
PaidJEFFREY E. KUHLIN
JSA
OE 1493 1 000
ED6380 2TTR 02/13/2012 09:48:00
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
SCHEDULE D(Form 1041) Capital Gains and Losses °Department of the Treasury ► Attach to Form 1041, Form 5227, or Form 990-T . See the Instructions forInternal Revenue Service Schedule D (Form 1041) (also for Form 5227 or Form 990-T , if applicable).
0MB No 1545-0092
2010Name of estate or trust Employer identification number
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726Note : Form 5227 filers need to complete only Parts I and Il.
ITRIF Short-Term Capital Gains and Losses - Assets Held One Year or Less
( a) Description of property(Example 100 shares 7% preferred of "Z" Co
(b) Date acquiredImo , day, yr
( c) Date soldImo , day, yr) (d) Sales price (e) Cost or other basis
( see instructions )
( f) eie (loss) forthe entire year
Subtract (e) from (d)
la
b Enter the short-term gain or (loss), if any, from Schedule D-1, line 1b . . . . . . . . . . . . . . . . . . . . . lb -21 , 799
2 Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824 , , , , , , , , , , , , , , , , , , 2
3 Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts , . . . . . . . . 3
4 Short-term capital loss carryover. Enter the amount, if any, from line 9 of the 2009 Capital Loss
12 Net long-term gain or ( loss). Combine lines 6a through 11 in column (f). Enter here and on line 14a,
column ( 3) on the back . ► 12 _ 175 , 460For Paperwork Reduction Act Notice, see the Instructions for Form 1041.
JSA
OF 1210 2 000
Schedule D (Form 1041) 2010
ED6380 2TTR 02/13/2012 09:48:00 47-3630920 39 -
Schedule D (Form 1041) 2010 Page 2
Summary of Parts I and II (1 ) Beneficiaries' (2) Estate'sCaution : Read the instructions before completing this part. (see instr.) or trust's (3) Total
13 Net short-term gain or (loss) . . . . . . . . . . . . . . . . . . . . 13 -21 , 799.
14 Net long-term gain or ( loss):
a Total for year,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 14a 175 460.
b Unrecaptured section 1250 gain (see line 18 of the wrksht.). 14b
15 Total net gain or (loss). Combine lines 13 and 14a . . . . . . . ► 15 153 , 661.
Note : If line 15, column (3), is a net gain, enter the gain on Form 1041, line 4 (or Form 990-T, Part 1, line 4a). If lines 14a and 15, column (2), are net gains, goto Part V, and do no t complete Part IV If line 15, column (3), is a ne t loss, complete Part IV and the Capital Loss Carryover Worksheet, as necessary
Loss Limitation
16 Enter here and enter as a (loss) on Form 1041, line 4 (or Form 990-T, Part I, line 4c, if a trust), the smaller of:
a The loss on line 15, column (3) or b $3,000 . . 16Note: If the loss on line 15, column (3), is more than $3,000, or if Form 1041, page 1, line 22 (or Form 990-T, line 34), is a loss, complete the Capital LossCarryover Worksheet on page 7 of the instructions to figure your capital loss carryover
Tax Computation Using Maximum Capital Gains Rates
Form 1041 filers. Complete this part only if both lines 14a and 15 in column (2) are gains, or an amount is entered in Part I or Part II and
there is an entry on Form 1041, line 2b(2), and Form 1041, line 22, is more than zero.
Caution: Skip this part and complete the worksheet on page 8 of the instructions if.•• Either line 14b, col. (2) or line 14c, col. (2) is more than zero, or• Both Form 1041, line 2b(1), and Form 4952, line 4g are more than zero.
Form 990-T trusts. Complete this part only if both lines 14a and 15 are gains, or qualified dividends are included in income in Partof Form 990-T, and Form 990-T, line 34, is more than zero. Skip this part and complete the worksheet on page 8 of the instructions if
I
either line 14b, col. (2) or line 14c, col. (2) is more than zero.
17 Enter taxable income from Form 1041, line 22 (or Form 990-T, line 34) . . . 17
18 Enter the smaller of line 14a or 15 in column (2)
but not less than zero , 18
19 Enter the estate's or trust's qualified dividends
from Form 1041, line 2b(2) (or enter the qualified
dividends included in income in Part I of Form 990-T) , 19
20 Add lines 18 and 19 20
21 If the estate or trust is filing Form 4952, enter the
amount from line 4g; otherwise, enter -0- . . ► 21
22 Subtract line 21 from line 20. If zero or less, enter -0- . . . . . . . . . . . . . 22
23 Subtract line 22 from line 17. If zero or less, enter -0- . . . . . . . . . . . . 23
24 Enter the smaller of the amount on line 17 or $2,300 . . . . . . . . . . . . . 24
25 Is the amount on line 23 equal to or more than the amount on line 24?
B Yes. Skip lines 25 and 26; go to line 27 and check the ' No.' box.
31 Figure the tax on the amount on line 23. Use the 2010 Tax Rate Schedule for Estates and Trusts
(see the Schedule G instructions in the instructions for Form 1041) . . . . . . . . . . . . . . . . . . . . . 31
32 Add lines 30 and 31 ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 32
33 Figure the tax on the amount on line 17. Use the 2010 Tax Rate Schedule for Estates and Trusts
(see the Schedule G instructions in the instructions for Form 1041) , , , , , , , , , , , , , , , , , , , , , 3334 Tax on all taxable income . Enter the smaller of line 32 or line 33 here and on Form 1041, Schedule
1b Total . Combine the amounts in column (f). Enter here and on Schedule D, line 1b . . -21,799.00For Paperwork Reduction Act Notice, see the Instructions for Form 1041 . Schedule D-1 (Form 1041) 2010JSA
0F1221 3 000
ED6380 2TTR 02/13/2012 09:48:00 47-3630920 41 -
Schedule D-1 (Form 1041) 2010 Page 2
Name of estate or trust as shown on Form 1041 Do not enter name and employer identification number if shown on the other side Employer identification number
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726Lonq-Term Capital Gains and Losses - Assets Held More Than One Year
(a) Description of property ( Example100 sh 7 % preferred of "2" Co )
( b) Dateacquired
( c) Date sold( mo yr )day
(d) Sales price ( e) Cost or other basis( see instructions )
6b Total . Combine the amounts in column M. Enter here and on Schedule D, line 6b . .Schedule D-1 (Form 1041) 2010
JSA
0F1222 3 000
ED6380 2TTR 02/13/2012 09:48:00 47-3630920 43
Schedule D-1 (Form 1041) 2010 Page 2
Schedule D-1 (Form 1041) 2010 Page 2
Name of estate or trust as shown on Form 1041 Do not enter name and employer identification number if shown on the other side Employer identification number
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726JjMM Long-Term Capital Gains and Losses - Assets Held More Than One Year
( a) Description of property(Example100 sh 7% preferred of "Z" Co )
( b) Dateacquired
(mo,day, r)
( c) Date sold( mo, day, yr )
(d) Sales pace (e) Cost or other basis( see instructions)
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726
FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES----------------------------------------------------------------------------------------------------------------------
REVENUEAND NET
EXPENSES INVESTMENTDESCRIPTION PER BOOKS INCOME----------- --------- ------
DIVIDENDS & INTEREST
TOTAL
48,408.--------------
48,408.----------------------------
47,122.--------------
47,122.----------------------------
ED6380 2TTR 02/13/2012 09:48:00 47-363092099
STATEMENT 1
TUA PROTESTANT ORPHANAGE FDN 47-3630920
FORM 990PF, PART I - ACCOUNTING FEES------------------------------------------------------------------------
FORM 990PF, PART I - TAXES----------------------------------------------------
DESCRIPTION
FOREIGN TAXES
TOTALS
REVENUEAND
EXPENSESPER BOOKS
NETINVESTMENT
INCOME
163.--------------
163.----------------------------
ED6380 2TTR 02/13/2012 09:48:00 47-363092011
23-7310726
STATEMENT 3
TUA PROTESTANT ORPHANAGE FDN 47-3630920
FORM 990PF, PART I - OTHER EXPENSES----------------------------------------------------------------------
DESCRIPTION
RENT AND ROYALTY EXPENSESANNUAL REPORTREPAIRS AND MAINTENANCE
TOTALS
REVENUEAND
EXPENSESPER BOOKS
15,594.20.
--------------15,614.
----------------------------
23-7310726
NETINVESTMENT
INCOME
15,595.
--------------15,595.
----------------------------
ED6380 2TTR 02/13/2012 09:48:00 47-3630920
CHARITABLEPURPOSES
20.
--------------20.
----------------------------
STATEMENT 4
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726
FORM 990PF, PART II - OTHER INVESTMENTS------------------------------------------------------------------------------
COST/FMV BEGINNING
DESCRIPTION C OR F BOOK VALUE----------- ------ ----------
SEE ATTACHED STATEMENTS
TOTALS
C 1,644,535.---------------
1,644,535.------------------------------
ENDINGBOOK VALUE
1,713,630.---------------
1,713,630.------------------------------
ED6380 2TTR 02/13/2012 09:48:00 47-3630920
ENDINGFMV
2,119,300.---------------
2,119,300.------------------------------
STATEMENT 5
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726
FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES----------------------------------------------------------------------------------------------------------------------------------------
DESCRIPTION
NON REFUNDABLE PET DEPOST
AMOUNT
250.--------------
TOTAL 250.----------------------------
STATEMENT 6
XD5762000
ED6380 2TTR 02/13/2012 09:48:00 47-3630920 34
TUA PROTESTANT ORPHANAGE FDN 47-3630920
-------------------------------------------STATE( S) WHERE THE FOUNDATION IS REGISTERED--------------------------------------------------------------------------------------
TUA PROTESTANT ORPHANAGE FDN 47-3630920 23-7310726
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES----------------------------------------------------------------------------------------------------------------------------------
MARKET VALUE UNREALIZED ESTIMATED MARKET/PAR VALUE MARKET PRICE FED TAX COST GAIN/LOSS ANNUAL YIELD TOOR SHARES ASSET DESCRIPTION X OF MARKET COST PER UNIT (FED TO MKT) INCOME MATURITY
(FED TO MKT) INCOMEYIELD TOMATURITYR PTIONOR SHARES ASSE
TOTAL MISCELLANEOUS ASSETS 0.00 1 . 00 1.00- 0 0.00 X
PRINCIPAL PORTFOLIO TOTAL 1, 338, 992.22 933, 321 . 32 405, 670.90 36,128 1.44 X
INCOME PORTFOLIO
INCOME CASH 1,164 ,069.05 1,164,069.0546.51 X
00127 01 000000
F.,. 8868 Application for Extension of Time To File an(Rev. January 2011) I Exempt Organization Return OMB No. 1545-1709
Department of the TreasuryInternal Revenue Service ► File a separate application fo r each return.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box .......... ....... ► X
• If you are filing for an Additional ( Not Automatic ) 3-Month Extension , complete only Part 11 (on page 2 of this form).
Do not complete Part Il unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.
Electronic filing (e-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for
a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form
8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information
Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (seeinstructions). For more details on the electronic filing of this form, visit wfvw.irs.gov/effleand click on e-file for Charities & Nonprofits
Automatic 3-Month Extension of Time. Only submit original (no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
All other corporations (including 1120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time
to file income tax returns.
Type or Name of exempt organization TUA PROTESTANT ORPHANAGE FDN Employer identification number
print 47-3630920 23-7310726
File by the Number, street, and room or suite no. If a P.O. box, see instructions.
due date for P.O. BOX 1908fling yourreturn. See
City, town or post office, state , and ZIP code. For a foreign address, see instructions.
instructions. ORLANDO, FL 32802-1908
Enter the Return code for the return that this application is for ( file a separate application for each return ) , , , , . ..... . ED-]
Application
Is For
Return
Code
Application
Is For
Return
Code
Form 990 01 Form 990-T (cor poration) 07
Form 990-BL 02 Form 1041-A 08
Form 990-EZ 03 Form 4720 09
Form 990-PF 04 Form 5227 10
Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 11
Form 990-T (trust other than above) 06 Form 8870 12
• The books are in the care of ► SUNTRUST BANK
Telephone No. ► (615) 748-4879 FAX No. ►• If the organization does not have an office or place of business in the United States , check this box . ....... .... ... ►0• If this is for a Group Return , enter the organization ' s four digit Group Exemption Number ( GEN) . If this is
for the whole group , check this box , , , , , , ►D . If it is for part of the group , check this box , , , , , , . ► Li and attach
a list with the names and EINs of all members the extension is for.
1 I request an automatic 3-month ( 6 months for a corporation required to file Form 990-T) extension of time
until 12/15 , 20 11 , to file the exempt organization return for the organization named above . The extension is
for the organization 's return for:
01
8 calendar year 20 or
► X tax year beginning 05 /01 , 20 10 , and ending 04/30 , 20 11 .
2 If the tax year entered in line 1 is for less than 12 months , check reason : r-j Initial return FIFinal return
E] Change in accounting period
3a If this application is for Form 990-BL, 990-PF , 990-T, 4720 , or 6069 , enter the tentative tax, less any
nonrefundable credits. See instructions . 3a $ 5Ob If this application is for Form 990-PF , 990-T , 4720 , or 6069, enter any refundable credits and
estimated tax payments made . Include any prior year overpayment allowed as a credit . 3b $ 248.
c Balance Due. Subtract line 3b from line 3a . Include your payment with this form , if required , by using EFTPS
(Electronic Federal Tax Payment System) . See instructions. 3c $
Caution . If you are going to make an electronic fund withdrawal with this Form 8868 , see Form 8453 -EO and Form 8879-EO Tor
payment instructions.
For Paperwork Reduction Act Notice , see Instructions . Form 8868 ( Rev 1-2011)
