kendeda fund irs 990-pf 2009

8/8/2019 Kendeda Fund IRS 990-PF 2009

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990-PF Return o f Pri v ate Foundation OMB No 1545-0052Form o r Section 4947( a ) ( 1 ) Nonexempt Charitable Trust ooDepartment of t h e Treasury Treated as a P r i v a t e Foundationi n t e r n a l Revenue S e r v i c e (77) N ote . The foundation may b e ab le t o us e a c o py o f t h i s r e t u r n t o s a ti s f y state r e Dortinq requirementsFo r ca lendar year 2009 , o r t a x year beginning , a nd endingG C heck a l l t h a t a p p l y : u I n i t i a l r e t u r n u I n i t i a l r e t u r n o f a f o r m e r p u b l i c c h a r i t y u F i na l r et ur n

uAmended r e t u r n uAddress change uName changeUs e t h e IRS

l a b e l .Name o f f o u n d a t i o nT h e Kendeda Fund

A Employer I d e n t i f i c a t i o n number20-6881642Otherwise,

p r i n to r t e

Number a nd s t r e e t ( or P 0 b ox number i f m a i l i s n o t d e l i v e r e d t o s t r e e t a d d r e s s )c / o Foundation Source , 501 S i l v e r s i d e Road

R o o m / s u i t e123

B Telephone number ( s e e page 1 0 of t h e i n s t r u c t i o n s )( 800 ) 839-1754yp .

S ee S p e c i f i cI n s t r u c t i o n s .

C i t y or t o w n , s t a t e , a nd ZI P codeilmin to n DE 19809-1377

C I f exemption a p p l i c a t i o n i s p e n d i n g , check h e r e ûD 1 . F o r e i g n o r g a n i z a t i o n s , check h e r e û

H C heck t y p e o f o r g a n i z a t i o n : Je c t i o n 501 ( c ) ( 3 ) exempt p r i v a t e f o u n d a t i o nuS e c t i o n 4 9 4 7 ( a ) ( 1 ) nonexempt c h a r i t a b l e t r u s t u Other t a x a b l e p r i v a t e f o u n d a t i o n 2 . Foreign organizations meeting th e 85% t e s t ,c h e c k here and attach computation û

F a i r market v a l u e o f a l l a s s e t s a t endo f year ( f ro m P ar t I l , c o l . ( c ) ,l i n e 1 6 ) I l l . $ 15 , 4 62 , 93 4

J Accounting method: a s h uA c c r u a luther ( s p e c i f y ) ............. . _ _1 ( P a r t 1 , column ( d ) must be o n c as h b a s i s )

E I f p r i v a t e f o u n d a t i o n s t a t u s w a s t e r m i n a t e dunder s e c ti o n 5 0 7 ( b) ( 1 ) ( A ) , check h e r e û

F I f t h e f o u n d a t i o n i s i n a 60-month t e r m i n a t i o nunder s e c ti o n 5 0 7 ( b) ( 1 ) ( B ) , check h e r e û

Ji Analysis o f Revenue and Expenses (The t o t a l o famounts i n columns ( b ) , ( c ) , a nd ( d ) may n o t necessanly e q u a lt h e amounts i n column ( a ) ( s e e page 1 1 o f t h e i n s t r uc t i on s ) )

( a ) Revenue a ndexpenses per

b o ok s( b) Net i n v e s t m e n t

i n c o m e( c ) A d j u s t e d n e t

i n c o m e( d ) Disbursements

f or charitablepurposes

( c a sh b a si s only)I C o n t r i b u t i o n s , g i f t s , g r a n t s , e t c , r e c e i v e d ( a t t a c h s c h e d u l e ) 3 4 9 96, 2 5 02 Check i f th e foundation i s no t required t o attach Sch B3 I n t e r e s t on s a v i n g s a nd temporary cash i n v e s t m e n t s 1 1 , 2 85 1 1 , 2 854 D i v i d e n d s a nd i n t e r e s t from s e c u r i t i e s 3 03 , 7 5 0 3 03 , 7 5 05 a Gross r e n t sb Ne t r e n t a l i n c ome or ( l o s s )

6 a Ne t gain or ( l o s s ) fr om sale o f assets no t o n l i n e 10 615,455b G r o s s s a l e s p r i c e f o r a l l a s s et s o n l i n e 6 a 3 5 ,3 1 2 ,205

7 C a p i t a l g a i n n e t income ( f ro m P a r t I V , l i n e 2 ) 3 5 , 3 1 2 , 1268 Net s h o r t - t e r m c a p i t a l g a i n9 Income m o d i f i c a t i o n s

10 a Gross s a l e s l e s s r e t u r n s an d allowancesb Less Cost o f goods s o l dC G ro ss p r o f i t or ( l o s s ) (attach schedule)

11 O th er i n c ome ( a t t a c h schedule)


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Form 990-PF ( 2 0 0 9 ) The Kendeda Fund 20-6881642 Paqe 2A t t ac h e d s c h ed u l es a n d a m o u n t s i n t h e d e s c r i p t i o n c o l u m n Beginning o f y e a r En d o f y e a rBalance Sheets s h ou l d b e f o r e n d - o f - y e a r amounts o n l y ( S e e i n s t r u c t i o n s ) ( a ) Book Value (b ) Book Value ( c ) F a i r Market Value

I Cash-non-interest-beanng2 Savings a n d temporary cash i n v e s t m e n t s 6,859,099 12,569 934 12,569 9343 A c c o u n t s rece i vabl e ^ ------- ----------- ------------- - -Less al lowance f o r doubtful a c c o u n t s ^ - - - ------- - - - - - - - -4 Pledges r e c e i v a b l e ^ ----------------------------------Less allowance f o r d o u b t f u l accounts ^ --------------- - - -5 Grants r e c e i v a b l e6 Receivables du e from o f f i c e r s , d i r e c t o r s , t r u s t e e s , a nd o t h e r

d i s q u a l i f i e d persons ( a t t a c h s c h e d u l e ) ( s e e p a g e 1 5 o f t h ei n s t r u c t i o n s )

7 Ot h e r no te s a n d lo a n s receivabl e ( at t ach s c h e d u l e ) ^U)

----------------L e s s a l l o w a n c e f o r doubtful a c co u n t s O i l ' - -------------------- -- -

8Inventories for s a l e or use9 P r e p a i d ex penses a n d d e f e r r e d charges10 a I n v e s t m e n t s -U S a n d s t a t e government o b l i ga t i o n s ( a tt a c h s c h e d u l e )

b Investments-corporate s t o c k ( a t t a c h s c h e d u l e ) 4,693,000 2,822 500 2,893 0 00c Investments-corporate bonds ( a t t a c h s c h e d u l e )

11 Investments-land, b u i l d i n g s , a nd equipment b a s i s ^L e s s a c c u m u l a t e d d e p re c i a t i on ( a tt a ch s c h e d u l e ) ^----------------

12 Investments-mortgage l o a n s13 I n v e s tm e n t s -o t h e r ( a t t a c h sc h e dule )14 L a n d , b u i l d i n g s , a n d equipment b a s i s ^ -------------------

L e s s a c c u m u l a t e d d e p re c i a t i on ( a t ta c h s c h e d u l e ) ^- - - - - - - - - - - - - - - -15 Other a sse ts (describe ^ )- ---------------------------- -16 T o t a l assets ( t o be c om pl e t ed b y a l l f i l e r s - s e e t h e

i n s t ru c t i o ns A l s o , se e p a g e 1 , i t e m I ) 1 1 , 552 , 099 15 , 39 2 , 43 4 15 , 462 , 93417 Accounts payable a nd accrued e xp e n s e s

y 18 G ra n ts p a y ab l e: 19 D e f e r r e d revenuer

20 Loans f r o m o f f i c e r s , d i r e c t o r s , t r u s t e e s , a nd o t h e r d i s q u a l i f i e d persons_ 21 Mortga g es a nd o t h e r n o t e s p a y a b l e ( a t t a c h s c h e d u l e )J 22 Other l i a b i l i t i e s ( d e s c r i b e ^ )------------ ------------------ -23 Total l i a b i l i t i e s ( a dd l i n e s 17 t h ro ug h 22) 0 0

F o u n d a t i o n s that follow SFAS 117, check h e r e ^


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Form 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 Page 4ljyxcise Tax Based o n Investment Inco me ( Section 4940 ( a ) , 4940 ( b ) , 4940( e ) , o r 4948-see page 18 o f t h e i n s t r u c t i o n s )la Exempt operating foundations descnbed i n section 4940(d)(2), check here ^ and enter " N / A" o n l i n e 1

Date o f r u l i n g o r determination l e t t e r ----------------- ( a t t a c h copy o f l e t t e r i f necessary-see i n s t r u c t i o n s )b Domestic foundations t h a t meet the sect ion 4940(e) requirements in Part V , check 1 711,083h e r e ^Qnd e n t e r 1 % o f P a r t I , l i n e 27bc A l l o t h e r domestic f o u n d a t i o n s e n t e r 2% o f l i n e 27b Exempt f o r e i g n o r g a n i z a t i o n s e n t e r 4%

o f P a r t I , l i n e 1 2 , c ol ( b )2 Tax under s e c t i o n 511 ( d o m e s t i c s e c t i o n 4 9 4 7 ( a ) ( 1 ) t r u s t s and t a x a b l e f o u n d a t i o n s o n l y Others e n t e r - 0 - ) 2 03 Add l i n e s 1 a n d 2 3 711 , 0834 S u b t i t l e A ( i n c o m e ) t a x ( d o m e s t i c s e c t i o n 4 9 4 7 ( a ) ( 1 ) t r u s t s and t a x a b l e f o u n d a t i o n s o n l y Others e n t e r - 0 - ) 45 Tax based o n investment income . S u b t r a c t l i n e 4 from l i n e 3 I f z e r o o r l e s s , e n t e r -0 - 5 711,0836 C r e d i t s / Payments

a 2009 e s t i m a t e d t a x payments and 2008 overpayment c r e d i t e d to 2009 6a 46 4 , 900 1b Exempt f o r e i g n organizations-tax w i t h h e l d a t source 6bc Tax p a i d w i t h a p p l i ca t i on f o r e x t e n s i o n o f t i m e t o f i l e ( F o r m 8868) 6c 0d Backup w i t h h o l d i n g e r r o n e o u s l y w i t h h e l d 6d

7 T o t a l c r e d i t s and payments Add l i n e s 6a t h r o u g h 6d 7 464,9008 E n t e r any penalty f or underpayment o f e s t i m a t e d t a x Check h e r e Qf F o r m 2220 i s a t t a c h e d 8 89 Tax due . I f t h e t o t a l o f l i n e s 5 and 8 i s m o re t h a n l i n e 7 e n t e r amount owed ^ 9 246,19110 Overpayment . I f l i n e 7 i s m o re t h a n t h e t o t a l o f l i ne s 5 and 8 , e n t er t he amount overpaid ^ 10 011 E n t e r t h e amount o f l i n e 1 0 t o be Credited t o 2010 estimated t a x ^ o l Refunded ^- 1 1 0Staternents Reg ardin g ActivitiesRTME1 a During the tax year , d i d the foundation attempt t o influence any n a t i o n a l , s t a t e , or l o c a l l e g i s l a t i o n o r d id i t Yes No

p a r t i c i p a t e o r i n t e r v e n e i n any p o l i t i c a l campaign? 1 a Xb D i d i t spend m o r e t h a n $ 100 d u r i n g t h e y e a r ( e i t he r d i r ec t l y o r i n di r ec t l y) f o r p o l i t i c a l purposes ( see page 1 9 o f t h e

i n s t r u c t i o n s f o r d e f i n i t i o n ) ? 1 b XI f the answer is "Yes" t o 1a o r 1 b , attach a detailed description o f the a c t i v i t i e s and copies of any materialsp u b l i s h e d o r d i s t r i b u t e d by t h e f o u nd a t io n i n c o n n e c t i o n w it h t he a c t i v i t i e s

C D i d t h e f o u n d a t i o n f i l e F o r m 1120-POL f or t hi s year? 1 c Xd E n t e r t h e amount ( i f any ) of t a x on p o l i t i c a l e x p e n d i t u r e s ( s e c t i o n 4955 ) imposed d u r i n g t h e year

( 1 ) On t h e f o u n d a t i o n ^ $ ( 2 ) On f o u n d a t i o n managers ^ $e E n t e r t h e reimbursement ( i f a n y ) p a i d b y t h e f o u n d a t i o n d u r i n g t h e y e a r f o r p o l i t i c a l e x p e n d i t u r e t a x imposed

on f o u n d a t i o n managers ^ $2 Has t h e f o u n d a t i o n engaged i n any a c t i v i t i e s t h a t have n o t p r e vi o us l y been r e p o r t e d to t h e IRS? 2 X

I f 'Yes," attach a detailed description o f the a c t i v i t i e s3 Has t h e f o u n d a t i o n made any changes , n o t p r ev i ou s l y r e p o rt e d to t h e IR S , i n i t s g o v e r n i n g i n s t r u m e n t , ar t i c le s

of i n c o r p o r a t i o n o r bylaws , o r o t h e r s i m i l a r i n s t r u m e n t s ? I f " Y e s , " a t t a c h a conformed copy o f t h e changes 3 X


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Form 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 P a g e 5Statements Re g ardin g A c t i v i t i e s ( continued)

1 1 A t any t i me d u ri n g t h e y e a r , d i d t h e f o u n da t io n , d i r e c t l y o r i n d i r e c t l y , o wn a c o n t r o l l e d e n t i t y w i t h i n t h emeaning o f s e c t i o n 5 1 2 ( b ) ( 1 3 ) ? I f " Y e s, " a t ta c h schedule ( s e e page 20 o f t h e i n s t r u c t i o n s ) 1 1 X

12 D i d t h e f o u n d a t i o n a c q u i r e a d i r e c t o r i n d i r e c t i n t e r e s t i n any a p p l i c a b l e i n s u r a n c e c o n t r a c t b e f o r eAugust 17 , 2008? 12 X13 D i d t h e f o u n d a t i o n comply w i t h t h e p u b l i c i n s p e c t i o n r e q u i r e m e n t s f o r i t s a n n u a l r e t u r n s and exemption a p p l i c a t i o n ? 13 X

Website address ^14 Th e books a r e i n c a r e o f ^ c/oFoundationSource -----___________________ Telephone no---------------------- _--____--__(800).839-1754L o c a t e d a t ^ 501 S i l v e r s i d e RoadISuite 1 2 3 - , W i l m i n g t o n , DE_______________________ Z I P + 4 ^ 19809-1377- - - - - - - - - - - - - - ----------15 S e c t i o n 4 9 4 7 ( a ) ( 1 ) nonexempt c h a r t a b l e t r u s t s f i l i n g F o r m 990-PF i n l i e u o f F o r m 1041 -Check h e r e ^

and e nt er t h e amount o f tax-exempt i n t e r e s t r e c e i v e d o r accrued d u r i n g t h e y e a r ^ 15Statements Regarding Activities for Which Form 4720 May Be Required

F i l e F o r m 4720 i f any i t e m i s checked i n t h e " Yes" c o l u m n , unless an exception a p p l i e s . Yes Nol a D u r i n g t h e y e a r d i d t h e f o u n d a t i o n ( e i th e r d i r e ct l y o r i n d i r e c t l y )( 1 ) Engage i n t h e s al e o r exchange, o r l e as in g o f p r o p e r t y w i t h a d i s q u a l i f i e d person? Ye s No( 2 ) Borrow money f r o m , l e n d money t o , o r o t h e r w i s e extend c r ed i t t o ( o r a c c e p t i t f r o m )

a d i s q u a l i f i e d person? Ye s No( 3 ) F u r n i s h goods, s er v ic es , o r f a c i l i t i e s to ( or accept them f r o m ) a d i s q u a l i f i e d person? Ye s No( 4 ) Pay compensation t o , o r pay o r reimburse t h e expenses o f , a d i s q u a l i f i e d persons jX Ye s No( 5 ) T r a n s f e r any income o r a s s e t s to a d i s q u a l i f i e d person ( o r ma k e any o f e it h er a v a i l a b l e

f o r th e b e n e f i t o r us e o f a d i s q u a l i f i e d person)? Yes No( 6 ) Agree t o pay money o r p r o p e r t y t o a government o f f i c i a l ? ( Exception . Check "No"i f t h e f o u n d a t i o n agreed to ma k e a g r a n t to o r to employ t h e o f f i c i a l f o r a p e r i o d

a ft e r t e r m i n a t i o n o f government s e r v i c e , i f t e r m i n a t i n g w i t h i n 90 days) [es Nob I f any answer i s " Y e s " to l a ( 1 ) - ( 6 ) , d id any o f t h e a c t s f a i l to q u a l i f y under t h e e x c e p t i o n s descnbed i n R e g u l a t i o n s

s e c t i o n 53 4941 ( d ) - 3 o r i n a c u r r e n t n o t i c e r e g a r d i n g d i s a s t e r a s s i s t a n c e ( s e e page 20 o f t h e i n s tr u c ti o n s) ? 1b XOrganizations r e l y i n g o n a current notice regarding disaster assistance check here ^LI

c D i d t h e f o u n d a t i o n engage i n a p r i o r y e a r i n any o f t he a ct s descnbed i n 1 a , o t h e r t h a n excepted a c t s ,t h a t were n o t c o r r e c t e d b e f o r e t h e f i r s t day o f t h e t a x y e a r b eg i n n i ng i n 2009? 1 c X

2 Taxes on f a i l u r e t o d i st r ib u t e income ( s e c t i o n 4942) (does n o t a p p l y f o r y e a r s t h e f o u n d a t i o n wa s a pnvateo p e r a t i n g f o u n da t io n d e f in e d i n s e c t i o n 4 9 4 2 0 ) ( 3 ) o r 4 94 2 ( ) ) ( 5) )

a A t t h e end o f t a x y e ar 2 0 0 9 , d i d t h e f o u n d a t i o n h a v e any u n d i s t r i b u t e d income ( l i n e s 6dand 6 e , P a r t X I I I ) f o r t a x y e a r ( s ) b e g i n n i n g b e f o r e 2009? Yes NoI f " Y e s , " l i s t t h e y e a r s ^ 20______ , 20______ , 20______ , 20______

b Ar e t h e r e any y e a r s l i s t e d i n 2a f o r which t h e f o u n d a t i o n i s not a p p l y i n g t h e p r o v i s i o n s o f s e c t i o n 4 9 4 2 ( a ) ( 2 )


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Form 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 P a g e 6Statements Reg ardin g A c ti v it i e s f o r Which Form 4720 May Be Req uired ( continued)

5a D u r i n g t h e y e a r d i d t h e f o u n d a t i o n pa y o r i n c u r any amount to( 1 ) Carry on propaganda, o r o t h e r w i s e a t t e m p t t o i n f l u e n c e l e g i s l a t i o n ( s e c t i o n 4 9 4 5 ( e ) ) " Yes uo( 2 ) I n f l u e n c e t h e outcome o f any s p e c i f i c p u b l i c e l e c t i o n ( s e e s e c t i o n 4 9 5 5 ) , o r t o c a r r yo n , d i r e c t l y o r i n d i r e c t l y , any v o t e r r e g i s t r a t i o n d r i v e ? Yes uo( 3 ) P r o v i d e a g r a n t to an i n d i v i d u a l f o r t r a v e l , s t u d y , o r o t h e r s i m i l a r purposes? Yes EX No( 4 ) P r o v i d e a g r a n t to an o r g a n i z a t i o n o t h e r t h a n a c h a n t a b l e , e t c o r g a n i z a t i o n d e s c r i b e d

i n s e c t i o n 5 0 9 ( a ) ( 1 ) , ( 2 ) , o r ( 3 ) , o r s e c t i o n 4 9 4 0 ( d ) ( 2 ) ? ( s e e page 22 o f t h e i n s t r u c t i o n s ) Ye s No( 5 ) P r o v i d e fo r any purpose o t h e r t h a n r e l i g i o u s , c h a n t a b l e , s c i e n t i f i c , l i t e r a r y , o r

e d u c a t io n a l p u r p os e s , o r fo r t h e p r e v e n t i o n o f c r u e l t y to c h i l d r e n o r animals? LI Yes Nob I f any answer i s " Y e s " to 5 a ( 1 ) - ( 5 ) , d i d any o f t h e t r a n s a c t i o n s f a i l t o q u a l i f y under t h e e x c e pt i on s d e s c ri b e d i n

R e g u l a t i o n s s e c t i o n 53 4945 o r i n a c u r re n t n o ti c e r e g a r d i n g d i s a s t e r a s si st a n c e ( s e e page 22 o f t h e i n s t r u c t i o n s ) ? 5b N/ AO r g a n i z a t i o n s r e l y i n g on a c u rr e n t n o ti c e r e g a r d i n g d i s a s t e r a s s i s t a n c e check h e r e ^

c I f t h e answer i s " Y e s " to q u e s t i o n 5 a ( 4 ) , does t h e f o u n d a t i o n c l a i m exemption f r o m t h et a x because i t m a i nt a i ne d e x p e n d i tu r e r e s p o n s i b i l i t y f o r t h e g r a n t ? Yes NoI f " Y e s, " a t t a ch t h e statement r e q u i r e d by R e g u l a t i o n s s e c t i o n 53 4945-5(d)

6a D i d t he f ou nd a ti on , d u ri ng t h e y e a r , r e c e i v e any f u n d s , d i r e c t l y o r i n d i r e c t l y , to pa ypremiums on a p e r s o n a l b e n e f i t c o n t r a c t ? 1:1 Yes uob D id t h e f o u n d a t i o n , d u ri ng t h e y e a r , pa y premiums, d i r e c t l y o r i n d i r e c t l y , on a p e r s o n a l b e n e f i t c o n t r a c t ? 6 b XI f "Yes" t o 6 b, ( le F o r a m 8870

7a At an y time dunng the tax y e a r , was the foundation a party t o a prohibited tax s h e l t e r transaction? 0es E Nob I f y e s , d i d t h e f o u n d a t i o n r e c e i v e any proceeds o r have any n e t income a t t n b u t a b l e t o t h e t r a n s a c t i o n ? 7b N/ A

Information About Officers, Directors , Trustees , Foundation Managers , Highly Paid Employees,and C ontractors1 L i s t a l l o f f i c e r s , directors, trustees , foundation managers and t h e i r compensat ion ( see page 22 of the instructions).

( a ) Name an d address( b ) T i t l e , an d average

hours pe r weekdevoted t o p o s i t i o n

( c) C o m p ensat i o n( I f n o t p a id , enter

- 0-

( d ) Contributions t oemployee benefit plans

an d deferred com p ensation( e ) Expense account,

other allowancesSEE ATTACHMENT - - - - - - - - - - - - - - - - - - - - - - - - - 72 , 99 8- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -2 Compensation o f f i v e highest-paid employees (other than those included on l i n e 1-see page 2 3 o f the instructions).


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F o r m 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 P a g e 7Information About Officers , Directors , Trustees, Foundation Managers , H ig hl y P ai d Employees,and Contractors (continued)

3 F i v e highest - paid independent contractors f o r professional services ( s e e page 23 o f the i n s t r u c t i o n s ) . I f none, enter " NONE."( a ) Name and address o f each person p a i d more t h a n $50,000 (b ) Type o f s e r v i c e ( c) Compensation

- D i a n e - I v e s - C o n s u l t i n g Inc--------------------------------------------------------12 2 Park Av e Takoma Park , MD 20912 P h i l a n t h r o p i c C o n s u l t i n g 256 , 47 8- F o u n d a t i o n Source- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -5 5 W a l l s D r i v e , F a i r f i e l d , CT 06824 A d m i n i s t r a t i v e S e r v i c e s 89 , 500- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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

T o t a l number o f o t h e r s r e c e i v i n g o v e r $50,000 f o r p r o f e s si o n a l s e r v ic e s ^Summary of D ir ec t Charitable A c t i v i t i e s

L i s t t h e f o u n d a t i o n s f o u r l a r g es t d i r e c t c h a n t a b l e a c t i v i t i e s d u r i n g t he t ax y e a r I n c l u d e r e l e v a n t s t a t i s t i c a l i n f o r m a t i o n such a s Expensest h e number o f o r g a n i z a t i o n s and o t h e r b e n e f i ci a r i e s s e r v e d , conferences convened, r e s e a r c h papers p r o d u c e d , e t cI NONE- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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

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

-----------------------------------------------------------------------------------------------------4 -----------------------------------------------------------------------------------------------------

-----------------------------------------------------------------------------------------------------Summary of Program - Related Investments (see page 24 of the instructions)

D e s c r i b e t h e tw o l a r g e s t program - r e l a t e d i n v e s t m e n t s made b y t h e f o u nd a t i o n d u r in g t h e ta x y e a r on l i n e s 1 an d 2 AmountI NONE- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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


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F o r m 9 9 0 - PF ( 2 0 0 9 ) The Kendeda Fund 20 -6881642 Page 8ffi Minimum Investment Return ( A l l domestic foundations must complete t h i s p a r t . Foreign foundations,see p a ge 24 o f the i n s t r u c t i o n s . )

1

abcde

234

5

F a i r market v a l u e of a s s e t s n o t used ( o r h e l d f o r u s e ) d i r e c t l y i n c a r r y i n g o u t c h a r i t a b l e , e t c ,purposesAverage monthly f a i r market value o f s e c u r i t i e sAverage o f monthly cash balancesF a i r market v a l u e o f a l l o t h e r a s s e t s ( s e e page 24 of t h e i n s t r u c t i o n s )T ot a l ( a d d l in es l a, b , a nd c )Reduction c l a i m e d f or blockage o r o t h e r f a c t o r s r e p o r t e d on l i n e s 1 a a nd1c (attach detailed explanation) leAcquisition indebtedness applicable t o l in e 1 assetsS u b t r a c t l i n e 2 from l i n e 1 dCash deemed h e l d f or c h a n t a b l e a c t i v i t i e s E n t e r 1 ' / z % o f l i n e 3 ( f o r g r e a t e r amount, see pa g e 25o f t h e i n s t r u c t i o n s )Net value o f noncharitable - use assets . S u b t r a c t l i n e 4 from l i n e 3 E n te r h e re and on P a r t V , l i n e 4

76

1 4

JU Distributable Amount (see p a ge 25 o f the i n s t r u c t i o n s ) ( S e c t i o n 4 9 4 2 0 ) ( 3 ) and 0 ) ( 5 ) p r i v a t e o p e r a t i n gf o u n d a t i o n s and c e r t a i n f o r e i g n o r g a n i z a t i o n s check h e r e t uand do n o t complete t h i s p a r t . )

I Minimum i n v e s t m e n t r e t u r n f r o m P a r t X , l i n e 6 1 693,6352a Ta x on i n v e s t m e n t income f o r 2009 f r o m P a r t V I , l i n e 5 2a 711,083b Income t a x f o r 2009 ( T h i s does n o t i n cl u d e t h e t a x from P a r t VI ) 2bc Add l i n e s 2a a nd 2b 2c 711,083

3 Distributable amount before adjustments Subtract l i n e 2c from l i n e 1 3 04 Recoveries of amounts t r e a t e d a s q u a l i f y i n g d i s t r i b u t i o n s 4 05 Add l i n e s 3 a nd 4 5 06 Deduction f r o m d i s t r i b u t a b l e amount ( s e e page 25 o f t h e i n s t r u c t i o n s ) 67 D i s t r i b u t a b l e amount a s a d j u st e d S u b t r a c t l i n e 6 f r o m l i n e 5 E n t er h e re a nd on P a r t X I I I ,

l i n e 1 7 0Qualifying Distributions (see p a ge 25 o f the i n s t r u c t i o n s )

1 Amounts p a i d ( i n c l u d i n g a d m i n i s t r a t i v e expenses) t o accomplish c h a r i t a b l e , e t c purposesa Expenses, c o n t r i b u t i o n s , g i f t s , e t c - t o t a l f r o m P a r t I , column ( d ) , l i n e 26 1a 31 , 361 , 14 0b P r o g r a m- r e l at e d i n v es t me n t s- t ot a l f r om P a r t I X - B lb 0

2 Amounts p a i d to a c q u i r e a s s e t s used ( o r h e l d f o r u s e ) d i r e c t l y i n c a r r y i n g o u t c h a r i t a b l e , e t c ,purposes 2 0

3 Amounts set aside f o r s p e c i f i c chantable projects t h a t s a t is f y the


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F o r m 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 P a g e 9INISM Undistributed Income ( see p a g e 26 o f th e i n s t r u c t i o n s )

( a ) ( b ) ( c ) ( d )1 D i s t r i b u t a b l e amount f o r 2 0 0 9 from Part X I , Corpus Years p n o r t o 2008 2008 2009

l i n e 7 02 U n d i s t r i b u t e d i n c o m e , i f a n y , as o f t h e en d o f 2009

a E n t e r amount f o r 2008 o n l y 0b T o t a l f o r p r io r years 2 0 , 2 0 , 20_ 0

3 Excess d i s t r i b u t i o n s c a r r y o v e r , i f a n y , to 2009a From 2004b From 2005C From 2006d From 2007e From 2 0 0 8 34,295 365f Total o f l i n e s 3 a through e

4 Q u a l i f y i n g d i s t r i b u t i o n s f o r 2009 from P a r tX I I , l i n e 4 t $ 31 ,36 1 ,1 4 0

a A p p l i e d t o 2 0 0 8 , b u t n o t more t h a n l i n e 2ab A p p l i e d t o u n d i s t n b u t e d income o f p r i o r y e a r s

( E l e c t i o n required-see page 26 o f t h e i n s t r u c t i o n s )C T r e a t e d a s d i s t n b u t i o n s o u t o f corpus ( E l e c t i o n

required-see p a g e 26 o f th e i n s t r u c t i o n s )d Applied t o 2 0 0 9 d i s t r i b u t a b l e amounte Remaining amount d i s t r i b u t e d o u t o f corpus

5 Excess distnbutions carryover applied t o 2 0 0 9( I f an amount appears i n column ( d ) , th esame amount must b e shown i n column ( a ) )

6 Enter the n e t t o t a l o f each column asi n d i c a t e d below:

a Corpus Add l i n e s 3 f , 4 c , and 4 e S u b t r a c t l i n e 5b P r i o r y e ar s ' u n d is t r ib u t e d income S u b t r a c t

l i n e 4b f r o m l i n e 2bc Enter th e amount o f p ri o r years' undistributed

income f o r which a notice o f deficiency ha sb een issued, o r on which the section 4942(a)ta x has b een previously a s se s s e d

d S u b t r a c t l i n e 6c f r o m l i n e 6 b T ax ab le

34

0

031 , 36 1 140

0 0


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Form 9 9 0 - PF ( 2 0 0 9 ) The Kendeda Fund 1642 Page 10Private Operating Foundations (see p a g e 27 o f the i n s t r u c t i o n s a nd Part V I I - A , question 9 ) N/A

1 a I f t h e f o u n d a t i o n has r e c e i ve d a r u l i n g o r d e t e r m i n a t i o n l e t t e r t h a t i t i s a p r i v a t e o p e r a t i n gf o u n d a t i o n , and t h e r u l i n g i s e f f e c t i v e f o r 2 0 0 9 , e n t er t he d a t e o f t h e r u l i n g ^

b Check bo x t o i n d i c a t e whether t h e f o u n d a t i o n i s a p r i v a t e o p e r a t in g f o u n d at i o n d e s c r i b e d i n s e c t i o n 4 9 4 2 0 ) ( 3 ) o r J9 4 2 0 ) ( 5 )2 a E n t e r t he l e ss er o f t h e a d j u s t e d n e t Ta x y e a r P r i o r 3 y e a r sin c o m e f r o m Par t I o r the minimum ( e ) T o t a linvestment r e t u r n fr o m Par t X f o r each ( a ) 2009 (b ) 2008 ( c ) 2007 (d ) 2006y e a r l i s t e d 0 0

b 85% o f l i n e 2 a 0 0 0 0 0c Q u a l i f y i n g d i s t r i b u t i o n s from P a r t X I I ,

l i n e 4 f o r each year l i s t e d 0 0d Am o unt s i n c l u d e d i n l i n e 2c n o t used d i r e c t l y

f o r a c t i v e conduct o f exempt a c t i v i t i e s 0e Q u a l i f y i n g d i s t r i b u t i o n s m ade d i r e c t l yf o r a c t i v e conduct o f exempt a c t i v i t i e s

S u b t r a c t l i n e 2d from l i n e 2c 0 0 0 0 03 Complete 3 a , b , o r c f o r t h e

a l t e r n a t i v e t e st r e l ie d upona " A s s e t s " a l t e r n a t i v e test-enter

(1 ) Value o f a l l assets 0( 2 ) Value o f a s s e t s q u a l i f y i n g

under s e c t i o n 4 9 4 2 0 )( 3 ) (8 ) ( 1 ) 0b "Endowment" a l t e r n a t i v e test-enter 2/3

o f m ini mum i n v e s t m e n t r e t u r n shown i nP a r t X , l i n e 6 f o r each year l i s t e d 0 0

c " S u p p o r t " a l t e r n a t i v e test-enter( 1 ) T o t a l s u p p o r t o t h e r t h a n g r o s sinvestment income (i n t e r e s t ,

d i v i d e n d s , r e n t s , paymentso n s e c u r i t i e s loans (section5 1 2 ( a ) ( 5 ) ) , o r r o y a l t i e s ) 0

( 2 ) Support from general publica nd 5 o r m o re exemp to r g a n i z a t i o n s as p r o v i d e d i ns e c t i o n 4942 j ) ( 3 ) ( B ) ( u i ) 0

( 3 ) L a r g e s t amount o f s u p p o r tfrom an exempt o r g a n i z a t i o n 0( 4 ) Gross i n v e s t m e n t inco m e 0

Supplementary Information ( C o m p le te t h i s part only i f the foundation ha d $5 , 000 o r more i n


11/37

F o r m 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 P a g e 1 1Supplementary information (continued)

3 Grants and Contributions Paid During t h e Year o r Approved f o r Future PaymentI f r e c i p i e n t i s an i n d i v i d u a l ,R e c i p i e n t show any r e l a t i o n s h i p t o Foundation Purpose o f g r a n t o r

status o f Amountan y foundation manager contributionName and address (home o r business ) o r s u b s ta n ti a l c o n tr i b u to r r e c i p i e n ta Paid d u r i n g t h e yearSEE ATTACHMENT


12/37

Form 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 P a g e 12Analysis o f Income-Producing A c t i v i t i e s

E n t e r r o s s amounts u n l e s s o t h e r w i s e i n d i c a t e d U n r e l a t e d b u s i n e s s i n c o m e Excluded by section 5 12, 5 1 3, o r 51 4 ( e )g

1 P rog ram s e r v i c e revenue( a )

Business code( b )

Amount( c )

E x c l u s i o n code( d )

AmountR e l a t e d o r exemptf u n c t i o n income( See p ag e 28 o ft h e i n s t r u c t i o n s )

abcdefg F ee s a nd contracts fr o m g o v e r n m en t agencies

2 M em b er s h i p due s and assessments3 I n t e r e s t on s a v i n g s and temporary cash investments 14 1 1 , 28 54 D i v i d e n d s and i n t e r e s t f r o m s e c u r i t i e s 14 303 , 75 05 Net r e n t a l income o r ( l o s s ) from re a l e s t a t e

a D e b t - f i n a n c e d p r o p e r t yb Not d e b t - f i n a n c e d p r o p e r t y

6 N et r e n t a l i n c o m e or ( l o s s ) fr o m personal property7 Other investment income8 Gain o r ( l o s s ) from s a l e s o f a s s e t s o t h e r t h a n i n v e n t o r y 18 615,4559 Net income o r ( l o s s ) from s p e c i a l e v e n t s

10 G r o s s p r o f i t o r ( l o s s ) f r o m s a l e s o f i n v e n t o r y1 1 Other revenue a

bcde

12 S u b t o t a l A dd columns ( b ) , ( d ) , and ( e ) 0 1 1 930,490 013 T o t a l . A dd l i n e 1 2 , columns ( b ) , ( d ) , and ( e ) 13 930,490(See worksheet i n l i n e 1 3 i n s t r u c t i o n s on page 28 t o v e n f y c a l c u l a t i o n s )

- Relationship of Activities to the Accomplishment of Exempt PurposesLine No . E x p l a i n below ho w each a c t i v i t y f o r which income i s r e p o r t e d i n column ( e ) o f P a r t XVI-A c o n t r i b u t e d i m p o r t a n t l y t o

t h e accomplishment o f t he f o u n d a t i o n ' s exempt purposes ( o t h e r t h a n by p r o v i d i n g f u n d s f or such purposes) (Seeo aa e 28 o f t h e i n s t r u c t i o n s )


13/37

F o r m 9 9 0 - P F ( 2 0 0 9 ) The Kendeda Fund 20-6881642 Page 13Information Regarding Transfers To a nd Transactions a nd Relationships With NoncharitableExempt Organizations

1 D i d t h e o rg a n i z at i on d i r e c t l y o r i n d i r e c t l y engage i n any o f t h e f o l l o w i n g w i t h any o t h e r o r g a n i z a t i o n d e s c r i b e d Yes Noi n s e c ti on 5 0 1 ( c ) o f t h e Code ( o t h e r t h a n s e c t i on 5 0 1( c ) ( 3 ) o rg a n i za t i on s ) o r i n s e c t i o n 5 2 7 , r e l a t i n g t o p o l i t i c a lo r g a n i z a t i o n s ?

a T r a n s f e r s f r o m t h e r e p o r t i n g f o u n d a t i o n t o a n o n c h a r i t a b l e exempt o r g a n i z a t i o n o f ,( 1 ) Cash 1a ( l ) X( 2 ) Other a s s e t s . . . . . . . . . . . . . . . . . . . . . l a ( 2 ) X

b Other t r a n s a c t i o n s :( 1 ) Sales o f assets t o a nonchantable exempt organization . . . . . . . . . . . 1b ( l ) X( 2 ) Purchases o f a s s e t s f r o m a nonchantable exempt o r g a n i z a t i o n . 1 b ( 2 ) X( 3 ) R e n t a l o f f a c i l i t i e s , equipment, o r o t h e r a s s e t s . . . . . . . . 1 b ( 3 ) X( 4 ) Reimbursement arrangements . . . 1b X( 5 ) Loans o r loan guarantees 1b 5 X( 6 ) Performance o f s e r v i c e s o r membership o r f u n d r a i s i n g s o l i c i t a t i o n s . 1)6 X

c S h a r i n g o f f a c i l i t i e s , equipment, m a i l i n g l i s t s , o t h e r a s s e t s , o r p a i d employees 1 c Xd I f t h e answer t o any o f t h e above i s " Y e s , " complete t h e f o l lo w in g schedule Column ( b ) s h o u l d always show t h e f a i r market

v a l u e o f t h e g o o d s , o t h e r a ss e t s , o r s e rv i c e s g i v e n b y t h e r ep o rt i ng f o u n d a t i o n I f t h e f o u n d a t i on r e c e i v e d l e s s t h a n f a i r marketv a l u e i n any t r a n s a c t i o n o r s h a ri n g arrangement, show i n column ( d ) t h e v a l u e o f t h e goods, o t h e r a s s e t s , o r s e r v i c e s r e c e i v e d

2a I s t h e f o u n d a t i o n d i r e c t l y o r i n d i r e c t l y a f f i l i a t e d w i t h , o r r e l a t e d t o , one o r more tax-exempt o r g a n i z a t i o n s


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Schedule B(Form 99 0 , 990-EZ Schedule o f Contributorsor 990-PF) I

^ Attach to Fomi 990, 99 0 or 990-PF.D e p a r t m e n t o f t h e T r e a s u r yI n t e r n a l Revenue S e r v i c eName o f the organizationThe Kendeda Fund

OMB No 1545-0047

0 0 0 0 920 6881642

Org a n i z at io n t ype (check o n e ) .

F i l e r s o f: Section:

Form 990 o r 990-EZ u 5 0 1 ( c ) ( ) ( e n t e r number) o r g a n i z a t i o nu 4947(a)(1) nonexempt c h a r i t a b l e t r u s t not t r e a t e d as a p r i v a t e foundation

u 52 7 p o l i t i c a l o r g a n i z a t i o n

Form 990-PF 5 0 1 ( c ) ( 3 ) exempt p r i v a t e f o u n d a t i o n

u 4947( a ) ( 1 ) nonexempt c h a r i t a b l e t r u s t t r e a t e d as a p r i v a t e foundation

u 5 0 1 ( c ) ( 3 ) t a x a b l e p r i v a t e f o u n d a t i o n

Check i f your organization i s covered by the General Rule o r a Special Rule.Note . Only a s e c t i o n 5 0 1 ( c ) ( 7 ) , ( 8 ) , o r ( 1 0 ) organization ca n check b ox es f o r both the G ener al R ul e a nd a Special R u l e . SeeI n s t r u c t i o n s

General Rule

For an organization f i l i n g Form 9 9 0 , 990-EZ, o r 990-PF t h a t r e c e i v e d , during the y e a r , $5,000 o r more ( i n money o rp r o p e r t y ) from an y on e c o n t r i b u t o r Complete P a r t s I and I I

Special Rules

u For a s e ct i o n 501(c ) ( 3 ) o r g a n i z a t i o n f i l i n g Form 990 o r 99 0 - EZ t h a t met t h e 33Y3% support t e s t o f t h e r e g u l a t i o n s unders e c t i o n s 509 ( a ) ( 1 ) and 170 ( b ) ( 1 ) ( A ) ( w ) , and received from an y on e c o n t r i b u t o r , d u r i n g t h e year , a c o n t r i b u t i o n o f t h e g r ea t e r


15/37

Schedule B ( Form 99 0 , 990-EZ, o r 990-PF) ( 2009) Page _ _ .L o f 1 o f PartName of organization Employer identification number

I

The K en de da Fund 20 6881642Contributors ( s e e i n s t r u c t i o n s )

( a ) ( b ) ( c ) ( d )N o . Name , address , and ZI P + 4 Aggregate contributions Type o f c o n t r i b u t i o n

Th e March 2 3 , 2006 Trust Person- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - P a y r o l l u- - -c/o_ Atlantic _Trust Carpany_,_ _ N _A_, T zu st ee , 1170 _ _ _ _- - - - - - - - - - - - - - - - $ 2,170,000.00---------------------------- Noncash u

(Complete P a r t 1 1 i f t h e r e i s_ Peachtree- Street _NE, _Atlanta, GA _ 30309 _ _ _ _ _ _ a noncash contnbution )

( a ) ( b ) ( c ) ( C lN o . Name , address, and ZI P + 4 Aggregate c o n t r i b u t i o n s T yp e o f c o n t r i b u t i o n1 T he M arc h 2 3 , 2 00 6 T ru s t Person u- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - P a y r o l l u

c/ o Atlantic- Trust Canpany, N. A. , Trustee, 1170----------------------------------------------------------------- $ 32,826,250.00- - - - - - - - - - - - - - - - - - - - - Noncash 0(Complete P a r t I I i f t h e r e i s

-Peachtree- Street NE , Atlanta, - G A 30309--------------- - - - - - - - - - - - - - - - - - - a noncash contnbution )( ( b ) ( c ) ( C ON o . Name , address, and ZI P + 4 Aggregate c o n t r i b u t i o n s Type o f c o n t r i b u t i o n

Person uP a y r o l l u

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ - - - - - - - - - - - - - - - - - - - - - - - - - - - - Noncash u(Complete P a r t I I i f t h e r e i sa noncash contnbution

( a ) ( b ) ( c ) ( d )N o . Name , address, and ZI P + 4 Aggregate c o n t r i b u t i o n s T yp e o f c o n t r i b u t i o n

Person uP a y r o l l u

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ - - - - - - - - - - - - - - - - - - - - - - - - - - - - Noncash u


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Schedule B (Form 990, 990-EZ. o r 990-PF) (2009) Page 1 o f 1 o f Part I IName of organization I Employer i d e n t i f i c a t i o n number

The Kendeda Fund 20 6881642

Noncash Property (see i n s t r u c t i o n s )

( a ) N o .(b

) ( c ) dromPart I Description of noncash property given FMV ( o r estimate)( see i n s t r u c t i o n s ) Date received

Hone Depot Inc. _ - ( H D ) - , - . 2 0 0 0 0 - 0 - .- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ 5,645,000.00- - - - - - - - - - - - - - - - - - - - - - - 12/04/2009- - - - - - - - - - - - - - - - - - - --------

( a ) N o .f rom ( b )( c )

( d )Part I Description of noncash property given FMV ( o r estimate) Date received( s e e i n s t r u c t i o n s )Hone Depot Inc_ ( H D ) , 2 0 0 0 0 0 s h .- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ------------------------------------------------------------------- $ 5,307,000.00- - - - - - - - - - - - - - - ------- 11/09/2009- - - - - - - - - - - - - - - - - - - - - - - - - - - -

( a ) No.from ( b )

( c )( d )

Part I Description of noncash property given FMV ( o r estimate ) Date received(see instructions)Hone- --epot_Inc__-(HD)-,--250000 -sh.- - - - - D - -------- ------------------------------1- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - $ 6,841,250.00- - - - - - - - - - - - - - - -- - - - - - 08/25/2009- - - - - - - - - - - - - - - - - - - - - - - - - - - -

( a ) N o .from ( b )

( c )

( d )Part I Description of noncash property given FMV ( o r estimate) Date received( see i n s t r u c t i o n s )Hone D epo t _ Inc_ - ( H D ) - , - - 6 0 - 0 0 0 - 0 -s h- - - - - - - - - - - - - - - - - - - - - - - - - - - - --------------------------------------1


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Th e Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009

Form 990-PF, P a r t I , Line 16 c - Other Professional Fees( a) ( b ) ( c ) ( d )

Expenses per Ne t Investment Adjusted Ne t CharitableBooks Income Income Purpose

PHILANTHROPIC CONSULTING FEES $275,228 $0 - $275,228

TOTAL : $275,228 $0 - $275,228

Page 1 o f 1


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Form 990-PF, P a r t I , Line 18 - T ax e s( a ) ( b ) (c ) ( d )Expenses per Ne t Investment Adjusted Net CharitableBooks Income Income Purpose

ESTIMATED TAX FOR 2009 $464,900 $0 - $0

EXCISE TAX FOR 2008 $187,347 $0 - $0

TOTAL : $652,247 $0 - $0

Page 1 o f 1


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Form 990-PF, P a r t I . Line 23 - Other expenses(a ) ( b ) ( c ) ( d )Expenses per Ne t Investment Adjusted Ne t Charitable

Books Income Income PurposeADMINISTRATIVE FEES $89,500 $0 - $89,500

BANK CHARGE $2 0 $2 0 - $0

FOUNDATION DUES & MEMBERSHIPS $10,670 $0 - $10,670

TOTAL $100 , 19 0 $2 0 - $100,170

Page 1 o f 1


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Th e Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009Form 990-PF, P a r t I I , Line 10b - Columns ( b ) & ( c ) - Investments: Corporate Stock

Line 10 b - Column ( b) Line 10 b - Column (c )Shares Description /Symbol Book Value F a i r Market Value100000 HOME DEPOT IN C (HD) $2,822,500 00 $2,893,000 00

TOTAL $2,822 , 50 0 $2,893,000

Page 1 o f 1


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The Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-PF, P a r t V I I - A , Line 5 - Substantial Contraction

T h i s statement i s s u b m i t t e d t o r e p o r t t h e d i s t r i b u t i o n o f c e r t a i n a s s e t s d u r i n g t h e above-referenced y e a r . The d i s t r i b u t i o n s r e s u l t e d i n as u b s t a n t i a l c o n t r a c t i o n o f a s s e t s . The f o l l o w i n g i n f o r m a t i o n i s s u b m i t t e d i n accordance w i t h Treasury R e g u l a t i o n S e c t i o n 1 . 6 0 4 3 - 3 ( a ) ( 1 )and t h e Form 990-PF i n s t r u c t i o n s :D u r i n g t h e t a xa b le year ending December 3 1 , 2009 , The Kendeda Fund ( t h e " F o u n d a t i o n " ) made d i s t r i b u t i o n s from a s s e t s from sourceso t h e r t h a n c u r r e n t income . C o l l e c t i v e l y , t h e d i s t r i b u t i o n s i n excess o f c u r r e n t income t o t a l e d $ 30,985 , 7 4 2 . T h i s amount r e p r e s e n t s over25% o f t h e Foundation ' s n e t a s s e t s o f $11,463 , 0 9 9 ( a s measured by f a i r market v a l u e ) a t t h e b e g i n n i n g o f t h e Foundation ' s t a x a b l e yearending December 3 1 , 2 0 0 9 . Although t h e Foundation t e c h n i c a l l y experienced a " s u b s t a n t i a l c o n t r a c t i o n , " i t w i l l c o n t i n u e i n e x i s t e n c e andhas no p l a n s f o r d i s s o l u t i o n .The Foundation made d i s t r i b u t i o n s o f cash t o t h e g r a n t e e s l i s t e d i n t h e attachment t o P a r t XV , L i n e 3a ; each such g r a n t was made s o l e l yf o r t h e c h a r i t a b l e purpose s p e c i f i e d t h e r e i n .


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The Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009Form 990-PF, P a r t V I I I , Line I - L i s t a l l foundation o f f i c e r s , d i r e ct o r s , t r us t e e s , foundation managers and t h e i r compensation

(a ) Name an d address (b ) T i t l e , and average ( c ) Compensation (d ) Contributions t o (e ) Expense account,hours per week ( I f not paid , enter employee benefit plans other allowancesdevoted t o position - 0 - ) and deferred compensationA t l a n t i c T r u s t Company N Ado Foundation Source501 S i l v e r s i d e RoadS u i t e 12 3Wilmington DE 19809-1377

Trustee $72,998 00


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Th e Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-PF , P a r t XV, Line 3a - Grants and Contributions Paid During the Year

I f recipient i s an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status of

Recipient name and address ( home or business ) or substantial contributor recipient Purpose of grant or contribution Amount

ALASKA WILDERNESS LEAGUE N/ A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $3 0 , 0 0 0 001 2 2 C ST NW STE 2 4 0 , WASHINGTON, DC 20001

AMERICAN JEWISH COMMITTEE, ATLANTA CHAPTER N/ A 5 0 9 ( a ) ( 1 ) CHARITABLE EVENT $35,000 00SIX PIEDMONT CENTER, SUITE 510, ATLANTA, GA 3 03 05

BOXERWOOD EDUCATION ASSOCIATION INCORPORATED N/ A 5 0 9 ( a ) ( 2 ) K-5 EDUCATION PROGRAM $15,000 0096 3 ROSS RD, LEXINGTON, VA 2445 0

CAMP TWIN LAKES IN C N/ A 5 0 9 ( a ) ( 1 ) EVER HIGHER INITIATIVE $200,000 0060 0 MEANS STNW STE 1 1 0 , ATLANTA, GA 3 0318

CASCADE REGION GREEN BUILDING COUNCIL N/ A 5 0 9 ( a ) ( 1 ) LIVING BUILDING CHALLENGE AND GENERAL $ 45 0 ,0 0 0 0 072 1 NW 9TH AVE STE 280, PORTLAND, OR 9 7209 OPERATIONS PROGRAM

CATHEDRAL CHURCH OF STJOHN THE DIVINE N/ A 5 0 9 ( a ) ( 1 ) RENEWAL PROGRAM $15,000 001047 AMSTERDAM AVE, NEW YORK, NY 10025

CENTER FORA SUSTAINABLE COAST INC N/ A 5 0 9 ( a ) ( 1 ) SAVE OUR COAST WASTER WATER FORUM $25,000 00221 MALLORY ST STE B, ST SIMONS IS , GA 315 22 INITIATIVE

CENTER FOR CLIMATE STRATEGIES N/ A 5 0 9 ( a ) ( 3 ) GENERAL & UNRESTRICTED $250,000 001899 L STREET, NW SUITE 900, WASHINGTON, DC 20036

Page 1 o f 15


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25/37

Th e Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009Form 990-PF. P a r t XV. Line 3a - Grants and Contributions Paid Durina the Year

I f recipient is an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status ofRecipient name and address ( home or business ) or substantial contributor recipient Purpose of grant or contribution

ECOLOGY CENTER N/ A 5 0 9 ( a ) ( 2 ) CATALOG CHOICE PROJECT2530 SAN PABLO AVENUE, BERKELEY, CA 94710

ECOLOGYCENTER2530 SAN PABLO AVENUE, BERKELEY, CA 94710

ECOLOGY CENTER2530 SAN PABLO AVENUE, BERKELEY, CA 94710

ELLA BAKER CENTER FOR HUMAN RIGHTS IN CALIFORNIA34 4 40TH ST , OAKLAND, CA 94609

ENTERPRISE COMMUNITY PARTNERS IN C10227 WINCOPIN CI R STE 5 0 0 , COLUMBIA, MD 21044

ENTERPRISE COMMUNITY PARTNERS IN C10227 WINCOPIN CI R STE 500, COLUMBIA, MD 21044

ENTERPRISE COMMUNITY PARTNERS IN C10227 WINCOPIN CI R S TE 5 0 0 , COLUMBIA, MD 21044

N/ A 50 9 ( a ) ( 2 ) GAZA, THE GLOBAL ALLIANCE FOR INCINERATORALTERNATIVES PROJECT

N/ A 50 9 ( a ) ( 2 ) THE CATALOG CHOICE PROJECT

N/ A 50 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED

N/ A 50 9 ( a ) ( 1 ) FREDERICK P ROSE ARCHITECTURALFELLOWSHIP PROGRAM

N/ A 5 0 9 ( a ) ( 1 ) EMERALD CITIES INITIATIVE PROJECT

N/ A 50 9 ( a ) ( 1 ) GREEN COMMUNITIES INITIATIVE

Amount$ 2 60 , 0 00 0 0

$ 1 0 0 , 0 0 0 0 0

$ 2 5 0 , 0 0 0 0 0

$ 2 0 0 , 0 0 0 0 0

$ 2 0 0 , 0 0 0 0 0

$ 50 0 , 00 0 0 0

$750,000 00

Page 3 o f 15


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Th e Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009Form 990-PF. P a r t XV. Line 3a - Grants and Contributions Paid Durina the Year


Recipient name and address ( home or business ) or substantial contributor recipient Purpose o f grant or contribution AmountFUND FOR GLOBAL HUMAN RIGHTS N/ A 5 0 9 ( a ) ( 1 ) ENVIRONMENTAL JUSTICE PROGRAM $150,000 001666 CONNECTICUT AVENUE NW, WASHINGTON, DC 20009

FLINDERS NETWORK FOR SMART GROWTH AND LIVABLECOMMUNITIES INC1500 SAN REMO AVE STE 249, CORAL GABLES, F L 3 3 14 6GALLATINVALLEY LAND TRUSTPO BOX 7021, BOZEMAN , MT 59771

GALLATINVALLEY YOUNG MENS CHRISTIAN ASSOCIATIONINCPO BOX 10158 , BOZEMAN , MT 59719GEORGIA INTERFAITH POWER AND LIGHTP O BOX 5866 , ATLANTA , GA 31107

GEORGIA MUSEUMS INCP 0 BOX 3248 , CARTERSVILLE, GA 30120

GEORGIA SOLAR ENERGY ASSOCIATION24 1 PINE STREET NE, ATLANTA, GA 3 0 30 8

GLOBAL GREENGRANTS FUND IN C2840 WILDERNESS P L A C E , BOULDER, CO 80301

N/A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $ 3 5 , 0 0 0 0 0

N/ A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $20,000 00

N/ A 5 0 9 ( a ) ( 2 ) DEVELOPMENT FUNDS FOR THE CHIEF $100,000 00EXECUTIVE OFFICER POSITION



N/ A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $ 5, 0 00 0 0


Page 4 o f 15


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Th e Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009Form 990-PF, P a r t XV, Line 3a - Grants and Contributions Paid During the Year

Recipient name and address ( home or business)HEALTH CARE WITHOUT HARM1901 N MOORE STREET, ARLINGTON, VA 22209

HEALTHY BUILDING NETWORK92 7 15TH STREET NW4TH FLOOR, WASHINGTON, DC 20005

HITCHCOCK CENTER INC525 S PLEASANT ST, AMHERST, MA 01002

C L E . I . - LOCAL GOVERNMENTS FOR SUSTAINABILITY,USA INC43 6 14TH STREET, OAKLAND, CA 94612INSTITUTE FOR LOCAL SELF RELIANCE INC92 7 15TH ST NW 4TH FLOOR, WASHINGTON, DC 20005

INTERNATIONAL RIVERS NETWORK2150 ALLSTON WAY, SUITE 300, BERKELEY, CA 94704

MASSACHUSETTS INSTITUTE OF TECHNOLOGYSTUDENT FINANCIAL SERVICES, BLDG 11-3200, 77MASSACHUSETTS AVE, CAMBRIDGE, MA 0 2 1 39MINNESOTA PUBLIC RADIO48 0 CEDAR ST, ST PAUL, MN 55101

If recipient i s an i n d i v i d u a l ,show any relationship to Foundationany foundation manager status o for substantial contributor recipient Purpose o f grant or contribution

N/A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED


N/A 5 0 9 ( a ) ( 1 ) SUSTAINABLE BUILDING DEMONSTRATION ANDEDUCATION PROJECT


N/A 5 0 9 ( a ) ( 1 ) SUSTAINABLE BIO-MATERIALS COLLABORATIVEPROGRAM



N/A 5 0 9 ( a ) ( 1 ) AMERICAN PUBLIC MEDIA'S SUSTAINABILITYINITIATIVE

Amount$ 2 20 , 0 00 0 0

$450,000 00

$ 50 , 00 0 0 0

$ 3 7 5, 0 0 0 0 0

$ 1 0 0 , 0 0 0 0 0

$450,000 00

$ 1 0 0 , 0 0 0 0 0

$ 1 , 0 0 0 , 0 0 0 0 0

Page 6 o f 15


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Th e Kendeda FundE I N : 20-6881642Taxable Year Ending December 3 1 , 2009Form 99 0 - P F , P a r t XV, L ine 3 a - Grants and Contributions Paid Durina the Year

I f recipient is an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status ofRecipient name and address ( home or business ) or substantial contributor recipient Purpose o f grant or contribution Amount

MONTANA NATURAL HISTORY CENTER IN C N/ A 5 0 9 ( a ) ( 1 ) VISITING NATURALISTS IN THE SCHOOLS $40,000 00PROGRAM12 0 HICKORY STREET MISSOULA , MT 59801

MURIE CENTER N/ AP 0 BOX 39 9 MOOSE, WY 83012

MUSEUM OF DESIGN ATLANTA IN C N/ A28 5 PEACHTREE CENTER AVE BOX 9 , ATLANTA, GA 3 03 03

5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $45,000 00

5 0 9 ( a ) ( 1 ) ATLANTA BEYOND BRICKS AND STICKS $500,000 00

NATIONAL PARKS CONSERVATION ASSOCIATION N/ A1300 19TH STNW STE 300, WASHINGTON, DC 20036

NATIONAL WILDLIFE FEDERATION N/ A11100 WILDLIFE CENTER OR , RESTON, VA 20190



509(a ) ( 1 ) GENERAL & UNRESTRICTED $ 3,250,000 00

509(a ) ( 2 ) C M RUSSELL NATIONAL WILDLIFE REFUGE $30,000 00FUND

509(a ) ( 2 ) ATLANTA EARTH TOMORROWPROGRAM $50,000 00

509(a ) ( 2 ) CAMPUS ECOLOGY PROGRAM $150,000 00

Page 7 o f 15


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Th e Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-PF , P a r t XV , Line 3a- Grants and Contributions Paid Durina the Year

I f recipient is an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status ofRecipient name and address ( home or business) or substantial contributor recipient Purpose of grant or contribution Amount

NATIONAL WILDLIFE FEDERATION N/ A 5 0 9 ( a ) ( 2 ) WILDLIFE CONFLICT RESOLUTION $50,000 0011100 WILDLIFE CENTER DR , RESTON, VA 2 019 0

NATURAL CAPITAL INSTITUTE3 GATE FIVE ROAD SUITE A, SAUSALITO, CA 94965

NATURE BRIDGE28 GEARY STREET SUITE 650, SAN FRANCISCO, CA 94108

NATURE CONSERVANCY4245 N FAIRFAX DRIVE, ARLINGTON, VA 2 2 2 0 3

OPERATION GREEN LEAVES INCPO BOX 5254, CORAL GABLES, F L 3 3 11 4

OREGON COMMUNITY FOUNDATION1221 SWYAMHILL ST STE 1 0 0 , PORTLAND, OR 97205

OREGON JEWISH COMMUNITY FOUNDATION61 0 SW BROADWAY STE 407, PORTLAND, OR 97205

ORION SOCIETYRIVERBANK HOUSE 19 5 MAIN ST, GREAT BARRINGTON, MA012 3 0

N/ A 5 0 9 ( a ) ( 1 ) WISER EARTH PROGRAM $50,000 00

N/A 5 0 9 ( a ) ( 2 ) SCIENCE AND ENVIRONMENTAL $ 1 0 0 , 0 0 0 0 0EDUCATION

N/ A 5 0 9 ( a ) ( 1 ) MONTANA LEGACY PROJECT $500, 000 00

N/ A 5 0 9 ( a ) ( 2 ) EARTHWISE NEWSLETTER PROJECT $5,000 00

N/ A 5 0 9 ( a ) ( 1 ) DEER CREEK CENTER ENDOWMENT FUND $500, 000 00

N/ A 5 0 9 ( a ) ( 1 ) AMIGOS HOSPITALITO ATITLAN PROJECT $164,372 00

N/ A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $300, 000 00

Page 8 of 15


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Th e Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 99 0 - P F , P a r t XV. L ine 3 a - Grants and Contributions Paid During the Year

Recipient name and address (home or business)

PARK PRIDE ATLANTA IN C67 5 PONCE DE LEON AVE 8TH FLOOR ROO, ATLANTA, GA3 0 3 0 8PATH FOUNDATION IN C1601 W PEACHTREE STREET, ATLANTA, GA 3 0 3 0 9

PIEDMONT PARK CONSERVANCY IN C40 0 PARK DR NE , ATLANTA, GA 3 0 3 0 6

PRESIDENT AND FELLOWS OF HARVARD COLLEGE1350 MASSACHUSETTS AVE RM 480, CAMBRIDGE, MA 02138

PUBLIC BROADCASTING ATLANTA74 0 BISMARK RD NE, ATLANTA, GA 3 0 3 2 4

PUEBLO A PUEBLO

P O. BOX 11486, WASHINGTON, DC 20008

RAINFORESTALLIANCE IN C66 5 BROADWAY STE 500, NEWYORK, NY 10012

I f recipient is an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status o for substantial contributor recipient Purpose o f grant or contribution Amount

N/ A 5 0 9 ( a ) ( 1 ) THECOMMUNITY GARDENS PROJECT $45,000 00

N/ A 5 0 9 ( a ) ( 1 ) TANYARD PARK PROJECT $200,000 00

N/ A 5 0 9 ( a ) ( 1 ) CAPITAL CAMPAIGN $1,000,000 00

N/ A 5 0 9 ( a ) ( 1 ) CENTER FOR HEALTH AND THE GLOBAL $250,000 00ENVIRONMENT'S SCIENTIST-EVANGELICALINITIATIVE

N/ A 5 0 9 ( a ) ( 1 ) ANNUAL UNDERWRITING SUPPORT FOR "LIVING $35,000 00ON EARTH" PROGRAM

N/ A 5 0 9 ( a ) ( 1 ) PLEASE APPLY THE PROCEEDS OF THIS GRANT $117,970 00TO THE HOSPITALITO SANTIAGO ATITLANCONSTRUCTION PROJECT

N/ A 5 0 9 ( a ) ( 1 ) EXPANSION OF INSTITUTIONAL $520,000 00INFRASTRUCTUREWORK ($500,000) ANDMATCHING FUNDS FOR THE LEVERAGE FUND($20,000)

Page 9 o f 15


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33/37

The Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-PF , P a r t XV. L ine 3 a - Grants and Contributions Paid During the Year

I f recipient i s an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status o f

Recipient name and address (home or business ) or substantial contributor recipient Purpose o f grant or contribution AmountSISKIYOU REGIONAL-EDUCATION PROJECT N/ A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $50,000 0021 3 SE H STREET, GRANTS PASS, OR 97526

SONORAN INSTITUTE7650 E BROADWAY BLVD STE 203, TUCSON, AZ 85710

SONORAN INSTITUTE7650 E BROADWAY BLVD STE 203, TUCSON, AZ 85710

SOUTHEAST ENERGY EFFICIENCYALLIANCE INCP 0 BOX 13909, ATLANTA, GA 3 0 3 24

SOUTHERN ALLIANCE FOR CLEAN ENERGY117 S GAY ST, KNOXVIL LE, TN 37902

SOUTHFACE ENERGY INSTITUTE INC24 1 PINE ST NE , ATLANTA, GA 3 0 3 08

SOUTHWESTERN UNIVERSITY1001 E UNIVERSITY AVE, GEORGETOWN, TX 78626

SUSTAINABLE MARKETS FOUNDATION45 WEST 36TH STREET 6TH FLOOR, NEW YORK, NY 10018

N/ A 5 0 9 ( a ) ( 1 ) RESERVE FUND $25,000 00

N/ A 5 0 9 ( a ) ( 1 ) GENERAL OPERATIONS AND THE NORTHERN $500,000 00ROCKIES PROGRAM

N/ A 5 0 9 ( a ) ( 3 ) SOUTHERN CITY ENERGY COMPETITION $100,000 00PROGRAM


N/ A 5 0 9 ( a ) ( 1 ) GRANTS TO GREEN PROGRAM $125,000 00

N/ A 5 0 9 ( a ) ( 1 ) ENVIRONMENTAL STUDIES PROGRAM $109,000 00

N/ A 5 0 9 ( a ) ( 1 ) 35 0 ORG PROJECT $175,000 00

Page 1 1 of 1 5


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Th e Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-PF , P a r t XV. Line 3a - Grants and Contributions Paid During the Year

Recipient name and address (home or business)SUSTAINABLE NORTHWEST81 3 SWALDER ST , SUITE 500, PORTLAND, OR 97205

SUSTAINABLE SOUTH BRONX89 0 GARRISON AVE RM 4 , BRONX, NY 10474

THE BIOMIMICRY INSTITUTEP O BOX 9 2 1 6 , MISSOULA, MT 59807

THE COMMUNITY FOUNDATION FOR THE NATIONAL CAPITALREGION1201 1 5TH STREET NW SUITE 420, WASHINGTON, DC 2 0 0 0 5THE NATIONAL ENVIRONMENTAL EDUCATION AND TRAININGFOUNDATION43 01 CONNECTICUT AVE NW STE 1 6 0 , WASHINGTON, DC2 0 0 08THE REGENERATION PROJECT22 0 MONTGOMERY STREET, SAN FRANCISCO, CA 94104

TIDES CENTERPRESIDIO BLDG 1014, SAN FRANCISCO, CA 94129

TIDES CENTERPRESIDIO BLDG 1014, SAN FRANCISCO, CA 94129

I f recipient i s an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status o for substantial contributor recipient Purpose of grant or contribution Amount

N/A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $150, 000 00

N/A 5 09 ( a ) ( 1 ) GENERAL & UNRESTRICTED $ 100,000 00

N/A 50 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $600, 000 00

N/A 50 9 ( a ) ( 1 ) DC PROJECT $ 2 0 0 , 0 0 0 0 0

N/A 5 0 9 ( a ) ( 1 ) GENERAL OPERATIONS AND THE EARTH GAUGE $3 25, 000 00PROJECT

N/A 5 09 ( a ) ( 1 ) INTERFAITH POWER AND LIGHT CAMPAIGN $ 250, 000 00

N/A 5 09 ( a ) ( 1 ) CLEAN PRODUCTION ACTION PROJECT $150, 000 00

N/ A 5 09 ( a ) ( 1 ) ELECTRONIC TAKE BACK COALITION PROJECT $ 2 0 0, 0 00 0 0

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Th e Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-PF . P a r t XV. Line 3a - Grants and Contributions Paid Durina the Year


Recipient name and address ( home or business ) or substantial contributor recipient Purpose o f grant or contribution AmountTIDES CENTER N/ A 5 0 9 ( a ) ( 1 ) ENVIRONMENTAL HEALTH STRATEGY CENTER $150,000 00PRESIDIO BLDG 1014, SAN FRANCISCO, CA 94129 PROJECT

TRINITY UNIVERSITYONE TRINITY PLACE BUSINESS OFFICE, SAN ANTONIO, TX78212

TRUST FOR PUBLIC LAND11 6 NEWMONTGOMERY ST FL 4 , SAN FRANCISCO, CA 94105

TRUSTFORTHE FUTURE INC3004-A POSTON AVENUE, NASHVIL LE , TN 37 2 0 3

UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION INC62 0 W LEXINGTON ST , BALTIMORE, MD 21201

UNIVERSITY OF MASSACHUSETTS LOWELL1 UNIVERSITY AVENUE, LOWELL, MA 01854

UNIVERSITY OF UTAH20 1 PRESIDENTS C IR RM 20 3 , SALT LAKE CTY, UT 84112

VIRGINIA ORGANIZING PROJECT IN C70 3 CONCORD AVENUE, CHARLOTTESVILLE, VA 2 290 3

N/ A 5 0 9 ( a ) ( 1 ) MARKET & OUTREACH FOR THE BOOK FOR AL L $150,000 00TIME OUR OBLIGATION TO THE FUTURE, EDITEDBY KATHLEEN DEAN MOORE AND MICHAELNELSON

N/ A 5 0 9 ( a ) ( 1 ) MONTANA LEGACY PROJECT $500,000 00

N/ A 5 0 9 ( a ) ( 1 ) BLESSED EARTH PROGRAM $ 419, 0 0 0 0 0

N/ A 5 0 9 ( a ) ( 1 ) ALLIANCE OF NURSES FOR A HEALTHY $350,000 00ENVIRONMENT

N/ A 5 0 9 ( a ) ( 1 ) LOWELLCENTER FOR SUSTAINABLE $175,000 00PRODUCTION

N/ A 5 0 9 ( a ) ( 1 ) ENVIRONMENTAL HUMANITIES ENDOWMENT $1,350,000 00CAMPAIGN

N/ A 5 0 9 ( a ) ( 1 ) ADVANCING GREEN CHEMISTRY PROJECT $200,000 00

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The Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 99 0 - P F , P a r t XV. Line 3a - Grants and Contributions Paid During the Year

Recipient name and address ( home or business)VIRGINIA ORGANIZING PROJECT INC70 3 CONCORD AVENUE, CHARLOTTESVILLE, VA 2 29 0 3

WESTERN RIVERS CONSERVANCY71 S W OAK STREET, PORTLAND, OR 972 04

WGBH EDUCATIONAL FOUNDATION1 GUEST ST, BOSTON, MA 0 2135

WGBH EDUCATIONAL FOUNDATION1 GUEST ST, BOSTON, MA 0 2135

WORKINGFILMS INC60 2 S 5TH ST, WILMINGTON, NC 28401

WORLD SECURITY INSTITUTE1779 MASSACHUSETTS AVE NW, WASHINGTON, DC 2 0 0 36

YALE UNIVERSITYCORPORATE & FOUNDATION RELATIONS157 CHURCHSTREET PO BOX 7611, NEWHAVEN, CT 06519YALE UNIVERSITYCORPORATE & FOUNDATION RELATIONS157 CHURCHSTREET PO BOX 7611, NEWHAVEN, CT 06519

I f recipient i s an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status ofor substantial contributor recipient Purpose o f grant or contribution Amount

N/A 5 0 9 ( a ) ( 1 ) ENVIRONMENTAL HEALTH NEWS PROJECT $450,000 00

N/A 5 0 9 ( a ) ( 1 ) YUROK TRIBE BLUE CREEK LAND ACQUISITION $125,000 00PROJECT

N/A 5 0 9 ( a ) ( 1 ) THE ENVIRONMENT DESK FOR THE WORLD $50,000 00

N/A 5 0 9 ( a ) ( 1 ) NOVA'S "BEATING THE HEAT" PROJECT $600, 000 00

N/A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $50,000 00

N/A 5 0 9 ( a ) ( 1 ) HEAT OF THE MOMENT THE FACES OF CLIMATE $52,400 00CHANGE PROJECT

N/A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $300, 000 00

N/A 5 0 9 ( a ) ( 1 ) THETHOMAS BERRY AWARD PROGRAM, AS $10, 000 00PART OF THE RENEWING HOPE ACCOUNT

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Th e Kendeda FundE I N : 20 - 6881642Taxable Year Ending December 3 1 , 2009Form 990-P F , P a r t XV , Line 3a - Grants and Contributions Paid Durina the Year

I f recipient is an i n d i v i d u a l ,show any relationship t o Foundationany foundation manager status o f

Recipient name and address ( home or business ) or substantial contributor recipient Purpose of grant or contribution AmountYALE UNIVERSITY N/ A 5 0 9 ( a ) ( 1 ) THE YALE CENTER FOR GREEN CHEMISTRY AND $100,000 00CORPORATE & FOUNDATION RELATIONS157 CHURCH GREEN ENGINEERING LEADING THE WAY TO ASTREET PO BOX 7611, NEW HAVEN, CT 06519 SUSTAINABLE WORLD

YALE UNIVERSITY - SCHOOL OF FORESTRY AND N/ A 5 0 9 ( a ) ( 1 ) GENERAL & UNRESTRICTED $180,000 00ENVIRONMENTAL STUDIES19 5 PROSPECT STREET, KROON HALL, NEW HAVEN, CT06520

TOTAL: $ 30,985,742

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kendeda fund irs 990-pf 2009

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