AAA PC I Return ofP riv ate...

AAA PC I Return_ofP_riv_ate_Eo-undtion_Form or Section 4947( a)(1) Nonexempt Charitable Trust

Department of the Treasury Treated as a Private Foundation

W

C)

f-iaC-C

c.®

OMB No 1545-0052

w w

Irtemal Revenue Service I Note - The foundation may be able to use a copy of this return to satisfy state reporting requirements I v

For calendar year 2008 , or tax year beg inning , 2008 , and ending , 20

(] (km.-(.u that nnnly Initial return Final return Amended return v Address chance Name chanae

Name of foundation A Employer identification number

Use the IRS

label. MYFIFIDENT FOUNDATION 20-6363957Otherwise, Number 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 mtnrctiom)

print

or type.

S fi 555 SUN VALLEY DRIVE K-4 ( 770 ) 709-5010ee Speci c

Instructions City or town, state, and ZIP codeC If expending tion a

plicetionis

D 1 Foreign organizations , check here 110,

ROSWELL , GA 30076 2 Foreign organizations meeting the

H Check type of organization X Section 501(c)j)3 exempt private foundation85% test , check here and attach

computation - El

Section 4947 ( a )( 1 ) nonexem pt charitable trust Other taxable p rivate foundationIf t t t t df dprivate oun ation s a us was ermina eE

I Fair market value of all assets at end J Accounting method }{ Cash Accrual under section 507(b)(tXA), check here . El

of year (from Part 11, col (c), line 0Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ F If the foundation is in a 60-month termination

-16) 10. $ 10 , 350 . 657. (Part 1, column (d) must be on cash basis.) under section 507(b)(1XB ), check here , li- F 1Analysis of Revenue and Expenses (The (d) Disbursementstotal of amounts in columns (b), (c), and (d) (a) Revenue and (b) Net investment (c) Adjusted net for charitable

may not necessarily equal the amounts in expenses perbooks

income income purposescolumn (a) (see page 11 of the instructions)) (cash basis on ly)

1 Contributions 0ts grants etc, received ( attach schedule ) , 10 , 049 , 798.If the foundation is not required to

2 Check llfattach Sch 8 . . . . . . . . . .

3 Interest on savings and temporary cash investments 989. 989. STMT 1

4 Dividends and interest from securities 23 , 804. 23 , 804. STMT 2

S a Gross rents , , , , , , , , , , , , , , , , , -

b Net rental income or (loss)

ar 6 a Net gain or (loss) from sale of assets not on line 10 8 , 180 , 606.

crto Gross sales price for all

10,352,950 .assets on line 6a

w 7 Capital gain net income (from Part IV, line 2) , 8 1 180 , 606.

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) 561- 561. STMT 3, _ . . _ , .

1 2 Total. Add lines 1 throw h 11 18 255 758. 8.205, 960.

13 Compensation of officers, directors, trustees, etc NON

14 Other employee salaries and wages . . , . , 19 , 592. 19 , 592.N

0) 15 Pension plans, employee benefits

L16a Legal fees (attach schedule) STMT 4 2 , 771. NONE NONE 2 , 771.

X.

b Accounting fees (attach schedule ) r-, ,,20

. , . . _

c Other professional fees (attach schedule) . . . 1 474

_R

k- r-1 J 1 , 476.

` 17 Interest . . . . . . . . . . . . . . . . . . U l

n 113 Taxes (attach schedule) ( see page 14 of the instructions ) L 0 0 1 v :"

19 Depreciation (attach schedule) and depletion. 3 09

20 Occupancy . . . . . . . . . . . . . . . . 7 62 - r. - 7 626.

0 21 Travel, conferences, and meetings , 77 .^+Nr-rF l'k1 " I

J 77,C

' 22 Printing and publications , , , , , , , , 3 , 243. 3 , 243.

- 23 Other expenses (attach schedule) STMT..5 , 29 , 120. 29 , 120.

m 24 Total operating and administrative expenses.

CL Add lines 13 through 23 66 , 997. NONE NONE ,63 , 905

25 Contributions, gifts, grants paid , , , , , , , 26 , 959. 26,959.

26 Total expenses and disbursements Add lines 24 and 25 93 , 956. NONE NONE 90 , 86427 Subtract line 26 from line 12

a Excess of revenue over expenses and disbursements 18 , 161 , 802.

b Net investment income (if negative, enter -0-) 8 , 205 , 960. 1c Ad j usted net income ( if negative , enter -0-) . -0-

4

For Privacy Act and Paperwork Reduction Act Notice , see page 30 of the instructions.JSA8E 1410 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF (2008)

990-PF

Attached schedules and amounts in the

20-6363957 Pae2

rining of year End of year

Book Value ( b) Book Value ( c) Fair Market Value

46 , 349- 17 749. 17 749.

NON 10 319 681. 10 319 681.

STMT 7

13 , 227. 13 , 227 .

amn^^nfc nnh, (fap nctrnrtinnc

1 Cash - non-interest-bearing , , , , , , , , , , , , , , , , , ,

2 Savings and temporary cash investments , , . . . . . . . . .

3 Accounts receivable ►------------------------

Less allowance for doubtful accounts ►-------------

4 Pledges receivable ►------------------------

Less allowance for doubtful accounts ► _ _ _ _

5 Grants receivable

6 Receivables due from officers , directors, trustees, and other

disqualified persons (attach schedule ) (see page 15 of the instructions)

7 Other notes and loans receivable (attach schedule ) ► - _ _ _ -

Less allowance for doubtful accounts ►--- ---------

8 Inventories for sale or use

9 Prepaid expenses and deferred charges , , , . . . . . . . . .

Q 10 a investments - U S and state government obligations (attach schedule) *

b Investments - corporate stock ( attach schedule ) , , , , , , , ,

c Investments - corporate bonds (attach schedule ), , , , , , , ,11 Investments - land, buildings, ►

and equipment basis ------------------Less accumulated depreciation ►(attach schedule) -------------------

12 Investments - mortgage loans , , , , , , , , , , , , , , , ,

13 Investments - other (attach schedule) , , , , , , , ,

14 Land , buildings, andequipment basis ► - - - - - _ _ - - _ _ 16L 319 _Less accumulated depreciation ►

3 0 92(attach schedule ) ______________

15 Other assets (describe ►---------------------

16 Total assets (to be completed by all filers - see the

instructions Also, see page 1, item I) ,

17 Accounts payable and accrued expenses .

18 Grants payable .

19 Deferred revenue

20 Loans from officers , directors , trustees , and other disqualified persons

2 1 21 Mortgages and other notes payable (attach schedule) , . . , .

J 22 Other liabilities ( describe ► )

23 Total liabilities (add lines 17 through 22) . .

Foundations that follow SFAS 117, check here ►and complete lines 24 through 26 and lines 30 and 31.

U)24 Unrestricted . . . . . . . . . . . . . . . . . . . . . . . . .

25 Temporarily restricted , , , , , , , , , , , , , , , , , ,

m 26 Permanently restricted . . . . . . . . . . . . . . . . . . . .V

Foundations that do not follow SFAS 117,

Ii check here and complete lines 27 through 31. ► MXo 27 Capital stock, trust principal, or current funds , _ _ , . . .

W 28 Paid-in or capital surplus, or land, bldg , and equipment fund

N 29 Retained earnings, accumulated income, endowment, or other funds

30 Total net assets or fund balances (see page 17 of the

2 instructions) , , , , , , , , , , , , , , , , , , , .

31 Total liabilities and net assets/fund balances (see page 17

of the instructions) .

WMIM Analysis of Changes in Net Assets or Fund

6.349.1 10-350- 657.1 10- 350. 657

46,349.1 10.350.657.

46,349 .1 10.350.657

1 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) , , . . . . . . . . . . . . . . . . . . . . . . .

2 Enter amount from Part I, line 27a ......................................3 Other increases not included in line 2 (itemize) ► SEE -STATEMENT -8 - - - - - - - - - - - - -----------------------4 Add lines 1, 2, and 3 .............................................5 Decreases not included in line 2 (itemize) ► SEE STATEMENT 9

----------------------------------------6 Total net assets or fund balances at end of ye ar (line 4 mi nus line 5) - Part II, column (b), line 30 . . . . .

JSA

BE 1420 r 000**STMT 6

1 46 , .349

2 18 161 802.

3 19 , 959.

4 18 228 110.

5 7 , 877 , 453.

6 10, 350. 657.

Form 990-PF (2008)

22131G U468 06/30/2009 12:14:57 V08-6.4

20-6363957 Page3

7. M C ta l rams and Losses for Tay 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)

(b) How

acquiredP-PurchaseD-Donation

(c) Dateacquired

(mo , day, yr )

(d) Date sold(mo day, yr

la SEE PART IV SCHEDULE

b

c

d

e

(e) Gross sales price (f) Depreciation allowed(or allowable)

(g) Cost or other basis

plus expense of sale(h) Gain or (loss)

(e) plus (f) minus (g)

a

b

c

d

e

Com p lete only for assets showin g gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

r F M V as of 12/31/69()

0) Adjusted basisas of 12/31/69

(k) Excess of col (i)over col p), if any

col (k), but not less than -0-) orLosses (from col (h))

a

b

cd

e

2 Capital gain net income or (net capital loss) . ,If gain, also enter in Part I, line 7

f If (loss), enter -0- in Part I, line 7 } 2 8 , 180 , 606.

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)

If gain, also enter in Part 1, line 8, column (c) (see pages 13 and 17 of the instructions)

If (loss), enter -0- to Part I, line 8. 3

Y^ Qualification Under Section 4940 ( e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

If section 4940(d)(2) applies, leave this part blank

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period' E]Yes [X NoIf "Yes," the foundation does not qualify under section 4940 ( e) Do not complete this part4 C..4... +L... ......-....-... L .. ...... ......^ .^ ......L. ..-1 .. ^.... s_- ,....L. ...... ........ 1 0 ..f at... .....a...^^....... L.. i..-.. ..-^1..^.... ^...... a-._^

( a )Base period years

Calendar year (or tax year beginning in)(b)

Adjusted qualifying distributions( c)

Net value of noncharitable-use assets

(d)

Distribution ratio(col (b) divided by cot (c))

2007 NONE 44 , 677. NONE

2006 7 , 484. 32 , 880. 0.227616

2005 NONE 100. NONE

2004 NONE 49. NONE

2003

2 Total of line 1 , column (d) . . .. .. . . .. . . . . 2 0.227616

3 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. 056904

4 Enter the net value of noncharitable -use assets for 2008 from Part X, line 5 4 8 , 354 , 176.

5 Multiply line 4 by line 3 . . . 5 475 386.

6 Enter 1 % of net investment income (1% of Part I , line 27b) , 6 82 , 060.

7 Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. . . . 7 557 446.

6 Enter qualifying distributions from Part XII, line 4 , . . . . . . . . . . . . . .. . . . . 8 107 , 182 .if line is is equal to or greater than line 1, check the box in Fart VI, line 1b, and complete that part using a 1% tax rate Seethe Part VI instructions on page 18

8E14301000 Form 990-PF (2008)

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF

i n seouun 4940(uf(2), wi-k ;iufe LJ e . _ to o re 11 a txempr operating founoaoons aescnueu

Date of ruling letter - _ - _ _ - _ _ ( attach copy of ruling letter if necessary - see instructions)

b Domestic foundations that meet the section 4940 ( e) requirements in Part V, check

here ► q 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-) - , -

3 Add lines 1 and 2

4 Subtitle A ( income ) tax (domestic section 4947 ( a)(1) trusts and taxable foundations only Others enter -0-) , , ,

5 Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0- , , , , , , , , , , , , ,

6 Credits/ Payments

a 2008 estimated tax payments and 2007 overpayment credited to 2008 , , , , 6a NONE

b Exempt foreign organizations -tax withheld at source , , , , , , , , , , , , 6 b NONE

c Tax paid with application for extension of time to file ( Form 8868). • - . - , , .Sc 165 , 000.

d Backup withholding erroneously withheld , , , , , , , , , , , , , , , , , 6d

7 Total credits and payments Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . . . . . . .

8 Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached . . . . , . ,

9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ►

10 Overpayment . If line 7 is more than the total of lines 5 and 8 , enter the amount overpaid , , , , , , , , , , ►11 Enter the amount of line 10 to be . Credited to 2009 estimated tax ► 8 81 . Refunded ►

1

2

3

4

5

Ptge 4

uctions)

64,119.

64,119.

NONE

9

Statements Regarding Activities

1 a 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? 1 a X, , , , , , , , , , , , , , , , , , , , , , , , , ,

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19

, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,of the instructions for definition)? 1 b X, , , , , , , , , , , ,

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities

c Did the foundation file Form 1120-POL for this year? 1 c X, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the foundation ► $ (2) On foundation managers ► $

e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on

foundation managers ► $

2 Has the foundation engaged in any activities that have not previously been reported to the IRS'? 2 X. . . . . , , . . .

If "Yes," attach a detailed description of the activities

3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of

incorporation, or bylaws, or other similar instruments'? If "Yes," attach a conformed copy of the changes , , , , , , 3 X, , , , ,

4a Did the foundation have unrelated business gross income of $1,000 or more during the year? , , , , , , , , , , , , , , , , 4a X

b If "Yes," has it filed a tax return on Form 990 -T for this year? 4b X, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X, , , , , , , , , , , , , , ,

If 'Yes,' attach the statement required by General Instruction T

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either

• By language in the governing instrument, or

• By state legislation that effectively amends the governing instrument so that no mandatory directions that

conflict with the state law remain in the governing instrument'? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 6 X

7 Did the foundation have at least $5,000 in assets at any time during the year'? If "Yes," complete Part ll, col (c), and Part XV 7 X

8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) ► GA . ---------- -----------------------------------------------------b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General

(or designate) of each state as required by General Instruction G? If "No," attach explanation , , , , , , , , , , , , , , , , , 8b X

9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3)

or 49420)(5) for calendar year 2008 or the taxable year beginning in 2008 (see instructions for Part XIV on

page 27)? If 'Yes,' complete PartXlV , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 9 X

10 Did any persons become substantial contributors during the tax year'? If "ales," attach a schedule listing their

names and addresses , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SEE .STATEMENT, 10 10 X

Form 990-PF (2008)

JSA

8E1440 1 000

6

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF (2008 ) 20-6363957

11 At any time during the year, did the foundation , directly or indirectly , own a controlled entity within the

meaning of section 512 (b)(3)'? If "Yes," attach schedule (see page 20 of the instructions ) . . . . . . . . . . . . . . . . . . . 11 X

12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before

August 17 , 2008? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? . . . . . 13 X

Websde address N/A-----------------------------------------------------------------------

14 The books are in care of ____________________ Telephone no

Located at SUN VALLEY DRIVE,_ SUITE K-4- ROSWELL,_GA__________ ZIP +4 ► 30076 _______

15 Section 4947( a)(1) nonexempt charitable trusts filing Form 990- PF in lieu of Form 1041 -Check here . . . . . . . . . N/A . . . . . .

and enter the amount of tax-exempt interest received or accrued during the year ► 1 15 1

OTLTHM Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any I tem is checked In the "Yes" column, unless an exception applies. Yes No -

la 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

disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes X No

(3) Furnish goods , services , or facilities to (or accept them from) a disqualified person? . . . . . . . Yes X No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? , . , . . . . . X Yes No

(5) Transfer any income or assets to a disqualified person (or make any of either available for

the benefit or use of a disqualified person)' . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes EX No

(6) Agree to pay money or property to a government official? (Exception. Check "No" if

the foundation agreed to make a grant to or to employ the official for a period after

termination of government service, if terminating within 90 days ) . . . . . . . . . . . . . . . . q Yes q No

b If any answer is "Yes" to la(1 )-( 6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions )' . . . .. . . . . . 1 b X

Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . ►

c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that

were not corrected before the first day of the tax year beginning in 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 c X

2 Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private

operating foundation defined in section 4942 0)( 3) or 4942 ())(5))

a At the end of tax year 2008 , did the foundation have any undistributed income (lines 6d and

6e, Part XIII ) for tax year(s) beginning before 2008 . . . . . . . . . . . . . . . . . . . . . . . . . q Yes q No

If "Yes ," list the years ► _ _ _ _ _ _

b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets ) to the year ' s undistributed income? ( If applying section 4942(a)(2)

to all years listed , answer " No" and attach statement - see page 20 of the instructions) . . . . . . . . . . . . . . . . . . . . 2b N

c If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here

3a Did the foundation hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes q No

b If "Yes ," did it have excess business holdings in 2008 as a result of ( 1) any purchase by the foundation or

disqualified persons after May 26 , 1969 , ( 2) the lapse of the 5-year period (or longer period approved by the

Commissioner under section 4943 ( c)(7)) to dispose of holdings acquired by gift or bequest , or (3) the lapse

of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the

3b Xfoundation had excess business holdings in 2008 ) .

4a Did the foundation invest during the year any amount in a manner that would j eopardize its charitable purposes ' . . . . . . . . 4a X

b Did iiie iuunaariun make ally urveainieiii un a pilul ycai (uui aiiei D2G enibeT 31, 1903 ) that GG:.1d"COpaldzc s

charitable purpose that had not been removed from ieopardv before the first day of the tax year beginning in 2008? . . . . . . 14b I I X

Form 990-PF (2008)

JSA8E1450 1 000

2.2131c 11468 06/30/2009 12:14:57 V08-6.4

Form 990-PF (2008 ) 20-6363

Statements Activities for Which Form 4720 Ma

6

c o [)trine the_ yea, d'd the foam datton pay or :: curany

-+moun' to

4945 ') Y [X N(e)) . . , , , ,(1) Carry on propaganda, or otherwise attempt to influence legislation (section es o

(2) Influence the outcome of any specific public election (see section 4955), or to carry on,

directly or indirectly, any voter registration drives , , , , , , , , , , , , , , Yes 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

') Y Nq(see page 22 of the instructions) , , , , , ,section 509(a)(1), (2), or (3), or section 4940(d)(2) es oX

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

? q Meducational purposes, or for the prevention of cruelty to children or animals , , , , , , , , , , Yes No

b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions descnbed in

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)? . . . 5b N

h qere . . . . . . . . . . .Organizations relying on a current notice regarding disaster assistance check . . . .

c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax

El Yes Nobecause it maintained expenditure responsibility for the grant? , , , , , , , , , , , , , , , , , , ,

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

El Y EX Non a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . es o

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X. , . , . . ,

7a

If you answered 'Yes' to 6b, also file Form 8870

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? , , El Yes X No

b If yes, did the foundation receive any proceeds or have any net income attributable to the transactions l 7 b X

Information About Officers, Directors, Trustees, Foundation Managers , H ighly Paid Employees,and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see oaae 22 of the instructions).

(a) Name and address(b) Title, and average

hours per weekdevoted to position

(c) Compensation(not paid , enter

-0-

(d) contributions toemployee benefit plans

and deterred com pensation

(e) Expense account,other allowances

-------------------------------------SEE STATEMENT 11 NONE NONE NONI

-------------------------------------

-------------------------------------

-------------------------------------

z compensation of live highest-paid employees (other than those included on line 1 - see page 23 of the instructions).If none, enter "NONE."

(a) Name and address of each employee paid more than $50 000(b) Title, and average

hours per weekpdevoted to position

(c) Compensation

(d) Contributions toemployee benefitplanss

andand deferredred

compensation

(e) Expense account,other allowances

NONE-------------------------------------

-------------------------------------

-------------------------------------

-------------------------------------

-------------------------------------

:,T Other eiiipiuyeas paid over,$oU,u0U . I NONE

Form 990-PF (2008)

JSA8E1460 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF (2008) 20-6363957

n orma ion out- icers , irec ors, Trustees ,Foundation Managers , Highly Paid Employees,a nd Contractors (continued)

3 Five highest- aid inde pendent contractors for professional services (see page 23 of the Instructions) . If none, enter "NONE."

(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

NONE

Total number of others receiving over $50,000 for professional 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

of organizations and other beneficiaries served, conferences convened, research papers produced, etc s^

1 -NONE--------------------------------------------------------------------------

---------------------------------------------------------------------------

2---------------------------------------------------------------------------

---------------------------------------------------------------------------

3---------------------------------------------------------------------------

---------------------------------------------------------------------------

4

--------------------------- '-----------------------------------------------

:1 Summary of Proaram-Related Investments see nane 93 of the instructional

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount

1 -NONE---------------------------------------------------------------- - - - - - - - - - -

---------------------------------------------------------------------------

2---------------------------------------------------------------------------

---------------------------------------------------------------------------

All other program-related investments See page 24 of the instructions

3 NONE---------------------------------------------------------------------------

---------------------------------------------------------------------------

Total. Add lines 1 throu g h 3 . . ►Form 990-PF (2008)

JSA

881465 t 000

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF (2008) 20-6363957

Minimum Investment Return (All domestic foundations must complete this Dart. Foreign foundations.see page 24 of the instructions.)

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc ,

purposes

a Average monthly fair market value of securities la 4 , 997 , 479.

b Average of monthly cash balances . . . . . . . . . . . . . . . . 1 b 3 , 483 , 918.

c Fair market value of all other assets (see page 24 of the instructions) . . . . . . . . . . . . . . . . ic NONE

d Total (add lines 1a, b, and c) . . . . . 1 d 8 , 481 , 397-

e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 11e

2 Acquisition indebtedness applicable to line 1 assets . 2 NONE.......................... .3 Subtract line 2 from line l d ..

.

3 8 , 481 , 397....................................... .4 Cash deemed held for charitable activities Enter 1 1 /2 % of line 3 (for greater amount, see page 25

of the instructions) ............ ........................... ... 4 127 , 221.. . ..5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 8 , 354 , 176.

6 Minimum investment return . Enter 5% of line 5 6 417 709.

Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and 0)(5) private operatingfoundations and certain foreign organizations check here ► and do not complete this part

1 Minimum investment return from Part X, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 417 709.

2 a Tax on investment income for 2008 from Part VI, line 5 2a 164 119.

b Income tax for 2008 (This does not include the tax from Part VI) 2b

c Add lines 2a and 2b .......... ....................... 2c 164 119... .........3 Distributable amount before adjustments Subtract line 2c from line 1 , , , , , , , , , , , , , , 3 253 590.

4 Recoveries of amounts treated as qualifying distributions , , , , , , , , , , , , , , , , , , , , , , , , , 4

5 Add lines 3 and 4 5 253 590.

6 Deduction from distributable amount (see page 25 of the instructions) 6

7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1 7 253 590.

Qualifying Distributions (see page 25 of the instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes

a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1 a 90 , 864.b Program-related investments - total from Part IX-B lb NONE

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,

.

3

a

b

4

5

6

purposes 2...................................................Amounts set aside for specific charitable projects that satisfy the

Suitability test (prior IRS approval required) 3a..............................Cash distribution test (attach the required schedule) 3 b

Qualifying distributions . Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4

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) , ,, , , , , , , , , , , , , , , , , , , , ,.N/JAdjusted qualifying distributions . Subtract line 5 from line 4

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

Form 990-PF (2008)

isA

881470 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

') n_6'36395-7 Faoe9Form.

undistributed Income (see page 26 of the instructions)

(a) (b) (c) (d)

1 Distributable amount for 2008 from Part XI, Corpus Years prior to 2007 2007 2008

line 7 253 , 590 .. . . . . . . . . . . . . . . . . . . .

2 Undistributed income, if any, as of the end of 2007

a Enter amount for 2007 only , , , , , , , , , ,

2 02 0b Total for prior years 2 0 , ,

3 Excess distributions carryover, if any , to 2008

a From 2003 NON

b From 2004 NON

c From 2005 NON ]

d From 2006

.

677.

e From 2007 NON

f Total of lines 3a through e 3 , 677., , , , , , , , , ,

4 Qualifying distributions for 2008 from Part XII,

line4 ► $ 107, 182.

but not more than line 2aa Applied to 2007 , , ,,

to Applied to undistributed income of prior years (Election

required - see page 26 of the instructions) , . ,, , ,

c Treated as distributions out of corpus (Election

, ,required - see page 26 of the instructions) , ,

d Applied to 2008 distributable amount 107 , 182., , , , ,

e Remaining amount distributed out of corpus NON E. .

5 Excess distributions carryover applied to 2008 , 3 , 677. 3 , 677.(If an amount appears in column. (d), the same

amount must be shown in column (a) )6 Enter the net total of each column as

indicated below:

and 4e Subtract line 54ca Corpus Add lines 3f , ,

b Prior years' undistributed income Subtract

line 4b from line 2b

c Enter the amount of prior years' undistributed

income for which a notice of deficiency has beenissued, or on which the section 4942(a) tax has

been previously assessed , , , , , . , . , . .

d Subtract line 6c from line 6b Taxable

amount - see page 27 of the instructions

e Undistributed income for 2007 Subtract line4a from line 2a Taxable amount - see page27 of the instructions . . . . . . . . . . . . .

f Undistributed income for 2008 Subtract lines

4d and 5 from line 1 This amount must bedistributed in 2009 142 , 731.

7 Amounts treated as distributions out of corpus

to satisfy requirements imposed by section170(b)(1)(F) or 4942(g)(3) (see page 27 of theinstructions) . . . . . . . .

8 Excess distributions carryover from 2003 notapplied on line 5 or line 7 (see page 27 of theinstructions) . . . . . . . . . . . . . . . . . .

9 Excess distributions carryover to 2009.

Subtract lines 7 and 8 from line 6a

10 Analysis of line 9

a Excess from 2004

b Excess from 2005

c Excess from 2006

d Excess from 2007 NON

e Excess from 2008 . NON

Form 990-PF (2008)

JSA

8E1480 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF (2008) 20-6363957

Privatt Opcrasrating Foundati . -^ons_(see-1p+ question 9)awn'1^f_}tin incfn rnfinn^7p^ Part N11IA question 9) NOT Tnnr ICB E0.115001 r-vonar

1 a If the foundation has received a ruling or determination letter trial it is a private operating

foundation , and the ruling is effective for 2008, enter the date of the ruling

b Check box to indicate whether the foundation is a private operating foundation described in section 49420)(3) or 49420)(5)

2 a Enter the lesser of the ad-Tax year Prior 3 years

(e) Total

justed net income from Part (a) 2008 (b) 2007 (c) 2006 (d) 2005

( or the minimum investment

return from Part X for each

year 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 made

directly for active conduct of

exempt activities Subtract line

2d from fine 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

49420)( 3)(6)(9. . . . .

b 'Endowment alternahve test-

enter 2/3 of minimum invest-

ment return shown in Part X.

line 6 for each year listed - •

C *Support" lternative test - enter

(I) Total support other than

gross investment income

(interest , dividends , rents, -

payments on securities

loans (section 512(a)(5))

or royalties)

(2) Support from general

public and 5 or more

exempt organizations as

provided in section 4942

UX3HB)On) - . . . - -

(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 assets at anytime during the year - see page 27 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) )

DEREK V. SMITH

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the

ownership of a partnership or other entity) of which the foundation has a 10% or greater interest

NONE

2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship, etc., Programs:

Check here ► if the foundation only makes contributions to preselected charitable organizations and does not accept

unsolicited requests for funds If the foundation makes gifts, grants, etc (see page 28 of the instructions) to individuals or

organizations 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

SEE STATEMENT 12

b The form in which applications should be submitted and information and materials they should include

"WRITTEN REQUEST"

c Any submission deadlines

NO SPECIFIC RESTRICTIONS

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or otherfactors

NO LIMITATIONS

8E14901 000 Form 990-PF (2008)

22131G U468 06/30/2009 12:14:57 V08-6.4

3 Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual ,show any relationsh ip to

Foundationstatu f

Purpose of grant or Amount

Name and address (home or business)any foundation manageror substantial contributor

s orecip ient

contribution

a Paid dung the year

SEE STATEMENT 13

Total ► 3a................................................. 26 959.

b Approved for future payment

NONE NONE

Total . ► 3b NONE

Form 990-PF (2008)

JSA

8E1491 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

Enter gross amounts unless otherwise indicated Unrelated business income Excluded by section 512 , 513 or 514Related (e) exempt

(a) (b) (c) (d )function income

Business code Amount Exclusion code Amount (See page 28 oft1 Program service revenue he instructions

a

b

c

d

e

f

g Fees and contracts from government agencies

2 Membership dues and assessments , , , , ,

3 interest on savings and temporary cash investments 14 989.

4 Dividends and interest from securities 14 23 , 804.

5 Net rental income or (loss) from real estate

a Debt-financed property , , , . , , . . ,

b Not debt-financed property , , , , ,, ,

6 Net rental income or (loss) from personal property ,

7 Other investment income , 15 561., , , , , , , , ,

8 Gain or (loss) from sales of assets other than inventory 18 8 , 180 , 606.

9 Net income or (loss) from special events , , ,

10 Gross profit or (loss) from sales of inventory.

11 Other revenue a

b

c

d

e

12 Subtotal Add columns (b), (d), and (e) , 8 , 205 , 960.

13 Total. Add line 12, columns (b), (d), and (e) . . . . . . . . . . . . . . . . . . . . 13 8,205, 960 .

(See worksheet in line 13 instructions on page 28 to verify calculations )

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.V

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly tothe accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (Seepage 28 of the instructions )

APPLI

,SA Form 990-PF (2008)8E 1492 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

Form 990-PF

Information Regarding Transfers To and Tran

Exempt Organizations

36 13

Did the organization directly or Indirectly engage in any of the following with any other organization described in section . Yes No

501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations?

a Transfers from the reporting foundation to a noncharltable exempt organization of-

...........(1) Cash 1a1 X...............................................

. . . . . . . . . . .(2) Other assets la ( 2 ) X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

b Other transactions

. . . . . . .(1) Sales of assets to a noncharitable exempt organization lb ( l ) X. . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . .(2) Purchases of assets from a nonchantable exempt organization 1 b ( 2 ) X. . . . . . . . . . . . . . . . . . . . .

. . . . . . . . .or other assetsequipment(3) Rental of facilities 1 b ( 3 ) X. . . . . . . . . . . . . . . . . . . . . . . . . . . . .,,

. . . . . . . . .(4) Reimbursement arrangements 1b ( 4 ) X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . .(5) Loans or loan guarantees 1 b 5 X. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . .(6) Performance of services or membership or fundraising solicitations 1 b 6 X. . . . . . . . . . . . . . .

. . . . . . . . . . . . .or paid employeesother assetsequipment mailing listsc Sharing of facilities 1 c X. . . . . . . . . . .,, ,,

d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value o

other assets, or services given by the reporting foundation If the foundation received less than fair market value in any transactio

arrangement, show in column (d) the value of the goods, other assets, or services received

f the goods,

n or sharing

(a) Name of organization (b) Type of organization (c) Description of relationship

Unde enalties of u , I declare that I e examined this return, including accompanying schedules and statements, and to the best of my knowledge andbelie , it is tru , cor ct, nd complete D reparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge

^y^^biurE ui uiuLeI ui uu519C

dl

'L ?, Preparer'sN o p signature

a v w Firm's name (or y rs if PRICEWATERHOUSECOO,self-employed), address, 125 HIGH STREETand ZIP code

BOSTON , MA

JSA

BE 1493 1 000

22131G U468 06/30/2009 11:29:06 V08-6

2a Is the foundation directly or indirectly affiliated with, or related to , one or more tax-exempt organizations described in

section 501(c) of the Code ( other than section 501(c )(3)) or in section 527" . . . . . . . . . . . . . . . . . . . . . . . . . q Yes No

h If "Yp " cmmnlate the fnllnwinn cchPdule

e._I___i..a_ m^7t:1 seuu1C v I

(Form 990, 990-EZ,

or 990-PF)

Department of the TreasuryInternal Revenue Service

Name of the organization

MYFIFIDENT FOUNDATION

Employer iclentltlcatlon number

Organization type (check one)

Filers of:

Form 990 or 990-EZ

Form 990-PF

Section:

q 501(c)( ) ( enter number) organization

q 4947( a)(1) nonexempt charitable trust not treated as a private foundation

q 527 political organization

MX 501(c)(3) exempt private foundation

q 4947( a)(1) nonexempt charitable trust treated as a private foundation

q 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule. (Note . Only a section 501(c)(7), (8), or (10)

organization can check boxes for both the General Rule and a Special Rule See instructions

General Rule

q For organizations filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or

property) from any one contributor Complete Parts I and II

Special Rules

q For a section 501(c)( 3) organization filing Form 990 , or Form 990- EZ, that met the 331/3 % support test of the regulations

under sections 509 (a)(1)/170(b)(1)(A)(vi), and received from any one contributor , during the year , a contribution of the

greater of ( 1) $5,000 or ( 2) 2% of the amount on Form 990 , Part VIII, line 1h or 2% of the amount on Form 990-EZ, line

1 Complete Parts I and II

q For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,

during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,

scientific, literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and III

q For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,

during the year, some contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did

not aggregate to more than $1,000 (If this box is checked, enter here the total contributions that were received during

the year for an exclusively religious, charitable, etc , purpose Do not complete any of the parts unless the General Rule

applies to this organization because it received nonexclusively religious, charitable, etc , contributions of $5,000 or more

during the year) . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . .. . . . . . . . . . . ► $

Caution . Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990,

990-EZ, or 990-PF), but they must answer "No" on Part IV, line 2 of their Form 990, or check the box in the heading of their

Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990,

990-EZ, or 990-PF)

For Privacy Act and Paperwork Reduction Act Notice, see the Instructionsfor Form 990. These instructions will be issued separately.

JSA

8E1251 1 000

Jli11000IC V1 V4J111.1 IIIJULVI J

► Attach to Form 990, 990-EZ, and 990-PF.

OMB No 1545-0047

2@08

Schedule B (Form 990, 990-Q, or 990-PF) (2008)

22131G U468 06/30/2009 12:14:57 V08-6.4

Schedule 8 (Form 990,990-EZ or 990-PF) (2008)

Name of organization MYFI FT DF.NT FC)TINDATTON t Envlereo

Contributors (see instructions)

(a)No.

(b)Name, address , and ZIP + 4

(c)Aggregate contributions

(d)Type of contribution

1 DEREK V. SMITH Person X

555 SUN VALLEY DRIVE, SUITE K-4 $ 10,049,798.

Payroll

Noncash X

ROSWELL, GA 30076(Complete Part II if there is

)a noncash contribution .

(a)No.

(b)Name , address, and ZIP+4



Person

$

Payroll

Noncash

(Complete Part II if there is

a noncash contribution )

(a)No.




Person

$

Payroll

Noncash



(a)No.

(b)Name, address, and ZIP + 4



Person

$

Payroll

Noncash



(a)No.




Person

$

Payroll

Noncash

o .,. 11 4 ha.,.-'a is


(a)No.

(b)

Name , address, and ZIP + 4(c)

Aggregate contributions(d)

Type of contribution

Person

$

Payroll

Noncash



JSA

8E 1253 1 000

Schedule B (Form 990,990-EZ or 990-PF) (2008)

22131G U468 06/30/2009 12:14:57 V08-6.4

Name of organicauon M Y . 1 r I DE 1' r OUN L)P 1 1 ON

-6363957

^j Noncash Property (see instructions)

( a) No.

from

Part

( b)Description of noncash property given

(c)

FMV (or estimate)

( see instructions)

(d)Date received

207,469 SHS CHOICEPOINT INC

$ 10,049,798. 03/11/2008

( a) No.

from

Part

b

()Description of noncash property given

(c)

FMV (or estimate)

( see instructions)

d

( )Date received

(a) No.

from

Part

b()

Description of noncash property given

(C)FMV (or estimate)

(see instructions )

d( )

Date received

( a) No.

from

Part

b


(c)

FMV (or estimate)

(see instructions)

d

( )Date received

( a) No.

from

Part

b


(c)

FMV (or estimate)

(see instructions)

d

( )Date received

( a) No.

from

Part

(

b

)Description of noncash property given

(c)

FMV (or estimate)

(see instructions)

(d)

Date received

JSA

8E1254 1 000Schedule B (Form 990, 990. , or 990-PF) (2008)

22131G U468 06/30/2009 12:14:57 V08-6.4

C99QeP_F^^2 T 1V^......-^ -rwv nw^ ^w^^^ccT1111ChIT IAIrr111AC('^1^11 OI lm_-; oNl) i l rl,rte . Eat kJIM i111A u9-- " n

-- -- - -- -- -- --

Kind of Property

--- - ---- -- ---- - -

Description

PDate

acquiredDate sold

Gross sale Depreciation Cost or FMV Add basis Excess of Gain

price less allowed / other as of as of FMV over or

ex enses of sale a l l owable hasIg 12/31/69 12/31 /AQ ad i basis (loss )

207,059 SHS CHOICEPOINT INC. VARIOUS 09/19/2008

PROPERTY TYPE: SECURITIES

10352950. 2,172,344. 8,180,606.

TOTAL GAIN(LOSS) ....... ......................................... 8,180,606.

JJA

BE 1730 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

MYFIFIDENT FOUNDATION 20-6363957

FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS

DESCRIPTION

SALOMON SMITH BARNEY #412-20069

TOTAL

REVENUE

AND

EXPENSESPER BOOKS

989.--------------

989.--------------

NETINVESTMENT

INCOME

989.--------------

989.--------------

22131G U468 06/:30/2009 12:14:57 V08-6.4 STATEMENT 1


FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES

DESCRIPTION

SALOMON SMITH BARNEY #412-20069

20-6363957

REVENUEAND

EXPENSESPER BOOKS

23,804.--------------

TOTAL 23,804.----------------------------

STATEMENT 2

22131G U468 06/30/2009 12:14:57 V08-6.4


FORM 990PF, PART I - OTHER INCOME------------------------------------------------------------------

DESCRIPTION

BOOK ROYALTIES -"A PURPOSE UNDER HEAVEN"

TOTALS

20-6363957

REVENUEAND

EXPENSESPER BOOKS

561.--------------

561.----------------------------

NETINVESTMENT

INCOME

561.--------------

561.----------------------------

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 3


FORM 990PF, PART I - LEGAL FEES

DESCRIPTION

KING & SPALDING

TOTALS

REVENUEAND

EXPENSES

PER BOOKS

2,771.

--------------2,771.

20-6363957

NETINVESTMENT

INCOME

--------------NONE

ADJUSTEDNET

INCOME

--------------NONE

CHARITABLE

PURPOSES

2,771.--------------

2,771.

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 4


FORM 990PF, PART I - OTHER EXPENSES----------------------------------------------------------------------

REVENUE

AND -

EXPENSES CHARITABLE

DESCRIPTION PER BOOKS PURPOSES----------- --------- --------

COMPUTER MAINTENANCE 2,508. 2,508.

INSURANCE EXPENSE 25,660. 25,660.

MISCELLANEOUS EXPENSES 101. 101.

SOFTWARE EXPENSE 283. 283.

OFFICE SUPPLIES 534. 534.

POSTAGE 34. 34.

TOTALS 29,120. 29,120.

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 5


FORM 990PF, PART II - U.S. AND STATE OBLIGATIONS

ENDING ENDINGDESCRIPTION BOOK VALUE FMV----------- ---------- ---

SALOMON SMITH BARNEY 412-20069 10,319,681. 10,319,681.--------------- ---------------

US OBLIGATIONS TOTAL 10, 319, 681. 10,319,681.

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 6


ASSET DESCRIPTION

---------------------

COMPUTERS 91

COMPUTERS H2

OFFICE FURNITURE

TELEPHONE EQUIP.

TOTALS

METHOD/

CLASS

M5

M5

M7

M5

20-6363957

LAND, BUILDINGS, EQUIPMENT NOT HELD FOR INVESTMENT

FIXED ASSET DETAIL

BEGINNING ENDING

BALANCE ADDITIONS DISPOSALS BALANCE

---------- ---------- ---------- ----------

7,696. 7,696

4,071. 4,071.

3,000. 3,000.

1,552. 1,552.

---------- ----------

16,319.

ACCUMULATED DEPRECIATION DETAIL

BEGINNING ENDING

BALANCE ADDITIONS DISPOSALS BALANCE

---------- ---------- ---------- ----------

1,539. 1,539.

814. 814.

429. 429.

310. 310.

---------- ----------

3,092.

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 7

MYFIFIDENT FOUNDATION 20-6363957 -

FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES

DESCRIPTION

FMV/AB ADJUSTMENT FOR STOCK DISTRIBUTION

TOTAL

AMOUNT

19, 959.--------------

19,959.----------------------------

STATEMENT 8

22131G U468 06/30 / 2009 12:14:57 V08-6.4


FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES

DESCRIPTION AMOUNT----------- ------

FMV/AB ADJUSTMENT FOR STOCK CONTRIBUTION 7,877,453.

--------------

TOTAL 7,877,453-

STATEMENT 9

22131G U468 06/30/2009 12:14:57 V08-6.4


FORM 990PF, PART VII-A, LINE 10 - NEW SUBSTANTIAL CONTRIBUTORS

NAME AND ADDRESS----------------

DEREK V. SMITH555 SUN VALLEY DRIVE, SUITE K-4ROSWELL, GA 30076

:DIRECTPUBLIC

DATE SUPPORT

03/11/2008 10,049,798.

TOTAL CONTRIBUTION AMOUNTS

---------------10,049,798.

------------------------------

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 10


FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

CONTRIBUTIONS EXPENSE ACCT

TITLE AND AVERAGE HOURS PER TO EMPLOYEE AND OTHER

NAME AND ADDRESS WEEK DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES

---------------- ------------------------ ------------ ------------- ----------

DEREK V. SMITH TRUSTEE NONE NONE NONE

555 SUN VALLEY DRIVE

SUITE K-4

ROSWELL, GA 30076

GRAND TOTALS

-------------- -------------- --------------

NONE NONE NONE

-------------- -------------- ---------------------------- -------------- --------------

22131G U468 06/30/2009 12:14:57 V08-6.4 STATEMENT 11


FORM 990PF , PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

DEREK V. SMITH555 SUN VALLEY DRIVE, SUITE K-4

ROSWELL, GA 30076

770-709-5010

STATEMENT 12

22131G U468 06/30/2009 12:14:57 V08-6.4


FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND

RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT

-------------------------- ------------------------------

THE COASTAL SYMPHONY OF GEORGIA NO RELATIONSHIP, PUBLIC CHARITY

PO BOX 21733

ST. SIMONS ISLAND, GA 31522

NYU LANGONE MEDICAL CENTER

550 FIRST AVENUE

NEW YORK, NY 10016

NO RELATIONSHIP, PUBLIC CHARITY

BLUE RIDGE MOUNTAINS FOUNDATION

717 SOUTH MARSHALL STREET, SUITE 105 B

WINSTON, SALEM, NC 27101

BIRMINGHAM UNITED METHODIST CHURCH

15770 GIRMINGHAM HIGHWAY

ALPHARETTA, GA 30004

22131G U468 06/30/2009 12:14:57 V08-6.4

NO RELATIONAHIP, PUBLIC CHARITY

NO RELATIONSHIP , PUBLIC CHARITY

20-6363957 •

PURPOSE OF GRANT OR CONTRIBUTION AMOUNT

-------------------------------- ------

TO PROVIDE GENERAL SUPPORT 1,000.



TO PROVIDE GENERAL SUPPORT 19,959

-------------

TOTAL CONTRIBUTIONS PAID 26,959

it

STATEMENT 13

MYFIFIDENT FOUNDATION 2008 20-6 36.957

Description of Property

GENERAL DEPRECIATION

DEPRECIATION

sset descri ption

Dateplaced inservice

UnadjustedCost

or basisBus%

179 expreductionin basis

BasisReduction

Basis forde p reciation

BeginningAccumulatedde p reciation

EndingAccumulateddepreciation .

Me-onv ife

ACRclass

MACRSclass

Current-year179

expense

_

Current yedep rec1.3t1 0

rn

COMPUTERS 41 09 / 19 / 2008 1 , 696. 100.000 7 696. 1 , 539. 200D HY 5 1 539

COMPUTERS B2 09 26 2008 4 , 071. 100.000 41071. 814. 2000 HY 5 814.

OFFICE FURNITURE 09 / 10 / 2008 3,000. 100.000 3 , 000. 429. 200D HY 7 429.

TELEPHONE EQUIP. 10 / 01 / 2008 1 , 552. 100.000 1 552 310. 200D HY 5 310._

Less Retired Assets . .

Subtotals . 16 , 31 9. 16 , 319 3 092. _ 3 092.

Listed Prope rty

Less, Retired Assets

Subtotals . _

TOTALS . . . . . . . . . . . . . . . . 16.319 16 319. 3 092. __3, 3 92.

AMORTIZATION

Asset descri ption

Dateplaced inservice

Costor

basisAccumulatedamortization

EndingAccumulatedamortization Code Life

Current-leamortiz2tio

r

TOTALS. _

'Assets RetiredJSA8X9024 1 000

22131G U468 06/30/2009 12:14:57 V08-6.4

AAA PC I Return ofP riv ate...

Documents

Transcript of AAA PC I Return ofP riv ate...