Fam 990-PF

DUprdRd 7FNwVIM

Return of Private Foundationor Section 4947(aX1) Nonexempt Charitable Trust

Treated as a Private Foundationt Tlr }auidrla i sho

/to /"-)7MS No. ,sgs•0oss

201k

For calendar year 2010, or tax year beginning , 2010, and ending .20r rhar4 'n that unnly InlHsI rrhim Initi I rMum of n fnvm r nuhhc charity Final retum

L--j17Amended return Address change Name change

Nwls of b m on e^lgridair^n^eatAE

1Clingstein Foundation 54-6052224

Numbs and ri , (ar P.o. bm miit. r nr1 b not dNrsSd b *ssl addles) RoaNai s Tabov a mmn sr (we pop 10 of ft Mow"

PO Box 1124

city or Wm% Oft. ant W coat c r.r a41 apprauon le p.na^q dw -h" • ►Harrisonburg , VA 22803 D I. Faaql oryII dax*nse • • • • • ►

H Check type of organization : X Section 501(c)(3) exempt private foundation Z Fd°"' 'm0rvw!dz ''Md.... ► LI

Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

I Fair market value of all assets at J Accounting method: Cash Accrual^9 X ,J E a. n ^°M1°W7cbx1x^ll. d^hm ►end of year (from Part II , col. (c), q Other (specify)

Ilne 16) ► $ 259,699 (Part I , column (d) must be on cash basis.)F N ft fouiddon It In a e6morrh

-Ift an t dw*hes • • ►TT..r r

l .. Analysis of Revenue and Expenses crhai+a Iq Drm...in.ftan oim In aoro.n ft (d). ..d (d) e.y not na..lly.4.l

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Iha amoinb In ooYen (a) (Ma ppa 11 db E i on4) MOB (ow an6W^

I Contributions, gifts, grunts , etc., received (attach schedule) '.,x

2 Check ► q Fh rauidollon Y oe1 nq^ad to atlrh Sdi. a ir 4 :'^r r1 ? '" r^

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3 Interest on savings and temporary cash Investments • • • . •', ,- r° r `:::.Y' ,^

4 Dividends and Interest from securities • • • • • • • • • • • 84 : • : '^[^

5a Gross rents .......................R b Net rental Income or (loss) •r _;;- =°^ "^' , ^_ : -:'? .,'• •r ' ;; •

e 8a Net gain or (loss) from sale of assets not on line 10 • • • . ^ti? • rft +' °°'

n 7 Cap

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gain not line 2)

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'c : It Less: Cost of goods sold ...... ,+ y`^ ^:,'•

• • ` ' =c Gross profit or (loss) (attach schedule) . . . . . . . . . '^'Y+'}'r

11 Other income (attach schedule) • • • • • • • • • • 8 11 , 6 11, 64

v 12 Total. Add Ines 1 through 11 • • • • • • • • • .. 12 7 12,487 .r w^•.`• •,?"

13 Compensation of officers , directors , trustees , etc •

Ip'' 14 Other employee salaries and wages .... • .. j¢ 15 Pension lans m l b fit ... •

•r •

^t ♦

p , e p oyee ene s

16m Legal fees (attach schedule) .... • • . . : 34

b Accounting fees (attach schedule) • • , 8 55 12 425

Ps c Other professional fees (attach s

r r 17 Interest ......... •

• • . . 10i to 18 Taxes (attach schedule) (see w 1 of the ) • 10

19 Depreciation (attach schedu and p . • • r " =4y,ix

g e 20 Occupancy ....... • • • • 6,710 3 ,353 , 3,355

a E 21 Travel• conferences, and meetin

n x 22 Printing and publicationsd e 23 Other expenses (attach sch ule)

• fs 24 Total operating and adminis .[UV Its Add lines 13 through 23 .... P^ • ` • 3667 3 480 7003, , ,

25 Contributions , gifts, grants paid :.... ^;.- fy*

y

,; 0

26 Total expenses and disbu Ines 24 and 25 7,36 3,480 3,780

27 Subtract line 26 from line 12: . reJ'•F i+Fr ' t q,^f .' ' ^ a'` " j = ^ ,a Excess of revenue over expenses and disbursements • • 5,121 _• ;^, ^:1;. ? " ;- _ a

b Net Investment Income (if negative , enter 4)-) ...... }{ :^c • i:,: `Y' 9,00 'r: JA o r^ ^- :r r

c Adjusted net Income (if negative, enter 4)-)For Paperwork Reduction Act Notice. see page 30 of the Instructions. EEA Form 990-PF (2010)

1^

Form 990-PF (2010) 1C1ingat.in Foundation 54-6052224 Paae2

© B Id 01d °mii i" °1 d„^,b0oi °0M0",tl ShBeginning of year End of year

a ance eetsYwad bS for en d- wr amoulls a*. (Sus kwbvd na) BookVWw Book Vr s Fdr M@dst Va is

I Cash - non-interest-bearing .................. 6,131 4,866 4,866

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) (sea page 15 of theA instructions) .......................... .

7 Other notes and bans receivable l-d.msars) ►s Less: allowance for doubtful accounts ►t

a8 Inventories for sale or use .................... .9 Prepaid expenses and deferred charges ............ .

10m Investments - U.S. and state government obligations (attach schedule)b Investments - corporate stock (attach schedule) . . . • 2711a31< 35,684 34,705c Investments - corporate bonds (attach schedule) ........ .

11 YnMOnMnls - 1 4 b 4m and pdpnai^- pai ► , • '; _

tauc acounrfsd dup^riro . 011110rh adn") ►12 Investments - mortgage loans .................. .13 Investments - other (attach schedule) .............. .14 Land, buildings , and equipment: basis ►

LUM soaaerftd d., , Jron (60wi adodi) ►15 Other assets (describe ► 811!120 ) 265,211 • , 254 , 833 254 , 83316 Total assets (to be completed by all filers - see the .. t -;

Instructions. Also, see page 1, Item I) • • • • . • 307, 0 *41,404 259,69917 Accounts payable and accrued expenses .............18 Grants payable .........................

b 19 Deferred revenue ........................ .`^ ; ..1 20 Loans from officers, directors , trustees , and other disqualified persons • ^r

't 21 Mortgages and other notes payable (attach schedule) .......22 Other liabilities (describe ►

s 23 Total liabilities (add lines 17 through 22) • • • • • . • 0 0Foundations that follow SFAS 117, check hereand complete lines; 24 through 26 and lines 30 and 31 . y,,.:,,

F 24 Unrestricted .................... ..:' 307 ,026 294 , 404t ° .25 Temporarily restricted .............. { • • • "

^

or ,

•d 26 Permanently restricted ............ :? ' r • .. ; .

A Foundations that do not follow SFAS 117, c ' ' • 'B and complete lines 27 through 31. / ,,•

F

,,, ; , •, ,27 Capital stock, trust principal, or curreit - ..x^ ' .....

.

y.;. . •,F :. ..t a

s a28 Paid-in or capital surplus , or la , eq fund • • . ^^^, ti "; •' " '_

n 29 Retained earnings , accumu or other funds30 Total net assets or fund lea n ( of the .• .; . ,^ . ;D

r $ instructions) ....... •i . . • • • • • • • • ... 307 , 026 294 , 404

.

A

;•:•.31 Total liabilities and net now (see page 17 ^ ;• , ' ,

of the Instructions) • • • • • • • • • • • • • • 307,026 294,404

I Total net assets or fund balances at beginning of year - Part II. column (a). One 30 (must agree withend-of-year figure reported on prior years return) ................................... 1 307,026

2 Enter amount from Part 1, line 27a ........................................... 2 5,1213 Other Increases not Included in line 2 (iitemae) ► 3

4 Add lines 1 , 2, and 3 ......... • • • • • .... • .............................. 4 312,1475 Decreases not Included in line 2 (itemize) ► 56 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 • • • • • • • • • • • • 8 312,147

EEA Form 990-PF (2010)

Form 990-PF (2010) Rlingstein Foundation 54-6052224 Page 3

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2If gain, also enter in Part 1, One 7

Capital gain net income or (net capital loss) { It (loss), enter -0- In Part I. In 7 } X3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (8):

If gain. also enter in Part 1. One 8, column (c) (see pages 13 and 17 of the instructions)It (loss), enter -0- In Part 1 . line 6 . • • • • • . • ... • ... • • • . •

V-A

optional use by domestic private foundations subject to the section

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

Was the foundation liable for the section 4942 tax on the yeara bass period? [] Yes [ NoIf Yes,' the foundation does not qualify under section 4940(e). MAO complete 1

I Enter the appropriate amount In each column for each year 18 of the •ffitructions before making any entries.

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2009 495, 290,531 0.0550032008 76 305,762 0.064635

2007 1 2 329,491 0.0473822006 ,069VAJV&AF 321,544 0.0375352005 6,358 330,354 0.049517

2 Total of line 1, column (d) . • • • • • • • • • • • • . • • • • • • . ..... • 2 0.254071

3 Average distribution ratio for - divide the total on line 2 by 5, or by the

number of years the foundatio been I tenon If less than 5 years .............. 3 0.050814

4 Enter the net value of noncharitab a assets for 2010 from Part X. One 5 ............. • 4 277 , 639

5 Multiply line 4 by line 3 ....................................... • 5 14,108

6 Enter 11% of net Investment income (I% of Part 1. line 27b) ....................... 6 90

7 Add lines 5 and 6 .......................................... • 7 14 ,198

8 Enter qualifying distributions from Part XII, line 4 .......................... 8 3,780

If line 8 is equal to or areater than Ina 7. check the box in Part VI. line 1b. and complete that cart using a 1% tax rate. See the

Part VI instructions on page I.S.

FF, Form 990-PF (2010)

Form 990-PF (2010) 1Clingatein Foundation 54-6052224 Page 4

.lb

[NttVi Excise Tax Based on Investment Income (Section 4940(a). 4940(b), 4940(s), or 4948 - see page 18 of the Instructions)

In Exempt operating foundations described in section 4940(dX2). check here ► and enter 'WA on line 1. -

Date of ruling or determination letter pa.rhmprdrarin.a.^w.r.faa^b Domestic foundations that meet the section 4940(e) requirements in Part V. check 1101 1 180

here ► nand enter I% of Part I, Tine 27b .............................. .

c All other domestic foundations enter 2% of fine 27b. Exempt foreign organizations enter 4% of

Part I, line 12. col. (b)2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0

3 Add {Ines 1 and 2 ........................................... • 3 180

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

5 Tax based on Investment income. Subtract line 4 from line 3. If zero or less , enter -0. • • • • • • • • . 5 180

6 CreditslPayments:

a 2010 estimated tax payments and 2009 overpayment credited to 2010 eab Exempt foreign organizations - tax withheld at source .... • • • • • • eb

c Tax paid with application for extension of time to file (Form 8868) .... Bc • .d Backup withholding erroneously withheld • • • • • • • • • • • • • • • . 6d

7 Total credits and payments. Add Ines 6a through Od ......

•

.................... 78 Enter any penalty for underpayment of estimated tax. Check here q If Form 2220 is attached • • • • • • 89 Tax due. If the total of fines 5 and 8 is more than line 7, enter amount owed • • • • • • • • • . • • . • ► 9 180

10 Overpayment. If line 7 is more than the total of lines 5 and S. enter the amount overpaid • • • • • • • • ► 1011 Enter the amount of line 10 to be. Credited to 2011 estimated tax ► Refunded ► 11

esIn During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it 1-;:

Yes Noparticipate or intervene in any political campaign? .................................. • In X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes page 19K„of the instructions for definition)? ... • ..... • ..... • ...... • . • • . • .. •'4i I i • • • • • XIf the answer isYes' to 1a or 1b, attach a detailed description of the act vities and ofpublished or distributed by the foundation in connection with the activities.

e Did the foundation file Form 11120-POL for this year? .......... ... • • •y# • j. . • .. 1c Xd Enter the amount if a of tax on political expenditures (section 4955) I( any) 955) Im dud r ; a ` ^r .

¢` ^ ^:ti•4a(1) On the foundation. ► $ (2) On foe ►e Enter the reimbursem the foundation durin the r f ~oolnt (if an aid b dteAl MIA. Im

a

o iy) p y ge poseon foundation managers . ► _ 'a:

2 Has the foundation engaged in any activities that have not p usly be^eported Jhe IRS?

....... • ....

2 XIf 'Yes,' attach a detailed description of the activities .

3 Has the foundation made any changes, not previously rtet )o }he IRS, in ds gove rp instrument, articles of ^;: • , ,l ^;. '

incorporation , or bylaws, or other similar instruments? 'Yes,' a a) a conform

p4py

of the changes • • • • • • . • 3 X4a Did the foundation have unrelated business gross I e o re d the year? .............ng 4s Xb If -Yes." has it filed a tax return on Form 990-T this r? .. f• ... • .. • ....... • .. • .... 4b

5 Was there a liquidation , termination , dissolut , or I contr during the year? • • • • • • . • • • • • • • 5 XIf 'Yes,' attach the statement required by ns,

6 Are the requirements of section 508(e hq o 94 rough 4945) satisfied eithere By language in the governing Inst M, - +• x° ,fie s • .e By state legislation that a s instrument so that no mandatory direction that

vconflict with the state law rent t e ment? ........................... • 8 X7 Did the foundation have at $5,000 " any time during the year? r'rW ao„ . P,n %nt. (4,.d Pit xV • • 7 XBa Enter the states to which th ndation or with which it is registered (see page 19 of the x'

Instructions) )o-b If the answer is Yee to 7, 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 • • • • • • • • • • • . • fib9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942p(3) or

4942(1(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on page27)? If "Yes' complete Part XIV ........................................... 9 X

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

names and addresses •••. •••. •••. •. •.•••••••••••••••••. ••••••. 10 1 1 X

EEC Form 990-PF (2010)

Foram 990.PF (2010) 1Clinaetein Foundation 54-6052224 Page 5

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

meaning of section 512(b)(13)? 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

Website address ► N/A

14 The books are in care of ► Donald Koontz Telephone no. ► 540-421-3202

Located at ► po box1124 Sarrisonburg, VA ZIP+4 ► 22503

15 Section 4947(ax1) nonexempt charitable trusts filing Form 990-PF In lieu of Form 1041-Check here ....... • ....... • • ► '

and enter the amount of tax- xempt interest received or accrued during the year ............ ► 1518 At any time during calendar year 2010, did the foundation have an interest In or a signature or other authority Yes No

over a bank , securities , or other financial account in a foreign country? ....................... 16 X

See page 20 of the Instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes; enter

the name of the foreign country ►

File Form 4720 If any Item Is checked In the "Yes' column , unless an exception applies. Yes No1a During the year did the foundation (either direly or indirectly): -

(1) Engage In the sale or exchan e, or leasing ofg property with a disqualified person? . . . . . [] Yea ®No _ • ^ • +

(2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from) a

disqualified person? .................................... Yes No :` J • ,(3) Fumish goods, services, or facilities to (or accept them from) a disqualified person? ..... • Yes No .^ . ^•- .

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ...... • Yss No .. f(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)? .......................... N No(6) Agree to pay money or property to a government official? (Exception. Check "No" if the } 'gx • '.

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.) ..... •

•

. ... • • Y No

j

b If any answer in wYes" to 1a(1}{6), did any of the acts fail to qualify under the mns Oescrilied Insection 53.4941 (d)-3 or in a current notice regarding disaster assistance (see a 22,t> '1ri t ? • r • • • • 1bOrganizations relying on a current notice regarding disaster assistance ... ^^ . ' ^r .. ► ► ;. • :

c Did the foundation engage In a prior year in any of the acts described I • , ether their;^ Y ads, thatwerenot oonected before the first day of the tax year beginning in 1 • • • • ,. .............. Ic X

2 Taxes on failure to distribute income (section 4942) (does not a for the fox was a privateoperating foundation defined In section 49420)(3) or 4942 ' ,_: - • - .

a At the end of tax year 2010, did the foundation have any Income ( 8d and8e, Part XIII) for tax year(s) beginning before 2010? ...^", • . ....... • • .. Yes NoIf -Yes," list the years ►

b Are there any rears fisted in 2a for which the fox .knot the proviskuro of section 4942(aX2)(relating to incorrect valuation of assets) to a na come? (If applying section 4942(a)(2) to ; f''all years listed, answer "No' and attach s p- of the instructions .) ................ • 2b

c If the provisions of section 4942(a)(2) a ing td of the years fisted In 2s. list the years here. e• -r}.^'

3a Did.the foundation hold more th Interest in any business enterprise '° wA `."at arty time during the year? .. • r.• ........................ [J r..Y© No re

b If 'Yes," did it have excess • hokg'• in' 2010 as a result of (1) any purchase by the tbundation or ,^. z^ ^`+.

disqualified persons after M ,1969 the lapse of the 5-year period (or longer period approved by the •`^+: :`- ` -'','s •i'.c's .

Commissioner under section o dispose of holdings acquired by gift or bequest; or (3) the lapse of . sfi •: _the 10-,15-, or 20•year first phase holding period? (Use Schedule C. Form 4720, to determine it the + • x `. . xfoundation had excess business holdings In 2010.) ................................. • 3b

4a Did the foundation Invest during the year any amount in a manner that would jeopardize its charitable purposes? • • • • 4a Xb Did the foundation make any investment in a prior year (but after December 31 . 196% that could jeopardize its ;^;j;Y'• w^ •'^ ; '`

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010? • • • 4b XF.FA Form 990-PF (2010)

Form 990-PF Foundation 54-6052224

Part -B Statements Regarding Activities for Which Form 4720 Be Required (continued)Sa During the year did the foundation pay or Incur any amount to:

(1) Carry on propaganda , or otherwise attempt to Influence legislation (section 4945(e))? ..... Yes LN No

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

directly or indirectly , any voter registration drive? ....................... I You No3

(3) Provide a grant to an individual for travel, study, or other similar purposes? ........... Yes

JNo

(4) Provide a grant to an organization other than a charitable , etc., organization described in

section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the Instructions ) ...... . Yes No

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

purposes , or for the prevention of cruelly to children or animals? ............... . Yes No

b If any answer is "Yee to 5a(1)-(5). did any of the transactions fail to qualify under the exceptions described InRegulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)? - • - 5b

Organizations relying on a current notice regarding disaster assistance check here .......... ..... ► Ec If the answer is -Yes' to question 5a(4), does the foundation claim exemption from the tax

because it maintained expenditure responsibility for the grant? • • • • • - • • - • • • • • . Yes fl No

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

on a personal benefit contract? .................................. [] Yes © Nob Did the foundation, during the year, pay premiums , directly or Indirectly, on a personal benefit contract? ....... bb X

If 'Yee to 6b, fie Form 8870.

7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? Yes © No ^.

b If yes . did the foundation receive any proceeds or have any net income attributable to the transaction? . • • .. • • • • 7b

Mvift Information About Officers, Directors, Trustees, Foundation Managers, 4i hly Paid Employees,and Contractors

I Llst all of cers, directors, busbaa, foundation managers and their compensatlon (sss page 22 jUMMISructions).00 TM. - anrs p Congrsrlanhow.pr.st ARtP

1Mdrrabd b -

D0M1LD 1 Z BRBSXDSNT > :•

•PO 8OZ 1124 Harrisonburg, VA 22803 2 tic '4 0'^ 0ROBERT GILI.ITZE CB PRESIDENT

PO BOX 1621 Suffolk, VA 23432 '. .•...Q 0 0

DAVID K0014M711 .rAS: TCN BLVD. 0 0

i . TOX , VA 22205 , YA ,L

2 Compensation of five highest-paid employees (other tho " '•19eluded on line 1 - am page 23 of the Instructions ).If none, enter 'NONE."

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Total number of other employees paid over $50,000 .. .......... ...... • ......... ►FFA Form 220-PF (2010)

Form'990=PF (2010) 1Clingstain Foundation 54-6052224 Page 7

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors (continued)

3 Fire highest-paid Independent contractors for professional services (see page 23 of the Instructions). If none, enter "NONE."

$ 0 Nnm mid sd uu of Mdi pug prd mom Viu $5D.000 p) TYM of usMos 4 c w--- bn

Total number of others receiving over $50.000 for professional senMlces .................. . .. . . ►

a Summary of Direct Charitable Activities

W l ftnk oars MrYpwt diet drdbN=*An d akip bUK ysr. YKids nNwKmlW ' oft oft aft n tint enibar d I Epp

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1

2

3

4

Summary of Pmnram-Related Invontments

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3

Total. Add Ines I through 3 ... ........ ..... ... ..... ►EEA Form 990-PF (2010)

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I

Form'880-PF (2010) Xlingatoin foundation 54-6052224 Page 8

Minimum investment Return (All domestic foundations must complete this part. Foreign foundations,see page 24 of the Instructions.)

I 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 ............................ 1a 276,081

b Average of monthly cash balances ................................... 1b 5,786

c Fair market value of all other assets (see page 25 of the instructions) ............ : .... • Ic 0

d Total (add lines 1a, b. and c) ......... ......................... • Id 281,867

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

Ic (attach detailed explanation) ..................... 1e . f .r

2 Acquisition indebtedness applicable to line 1 assets ................. ...... 2 0

3 Subtract line 2 from line Id ...................................... • 3 281,867

4 Cash deemed held for charitable activities. Enter 1 112% of line 3 (for greater amount, see page 25 ofthe Instructions) ........................................... 4 4 , 228

5 Net value of noncharNable-use assets. Subtract line 4 from line 3. Enter here and on Part V. fine 4 • • 5 277, 639

6 Minimum Investment return. Enter 5% of line 5 • • • • • • • • • • • • • • • • • • • • • • • • • 6 13,882

P81't{ 1.:^ Distributable Amount (see pap 25 of the instructions) (Section 4942Q)(3) and Q(5) private operating

foundations and certain foreign organizations check here ► fl and do not complete this part.)

I Minimum investment return from Part X. line 6 ............................ • 1 13,902Za Tax on Investment Income for 2010 from Part VI, line 5 .... • • • • • 22 18 '

b Income tax for 2010. (This does not Include the tax from Part VI.) • • • • 2bc Add Ones 2a and 2b ......................................... 2c 180

3 Distributable amount before adjustments. Subtract line 2c from Pro I ................. • 3 13,7024 Recoveries of amounts treated as qualifying distributions ...................... • 45 Add lines 3 and 4 ..................................... • 5 13, 7026 Deduction from distributable amount (see page 25 of the Instructions) ............ . 87 Distributable amount as adjusted. Subtract line 6 from One 5. Enter here and on Part #

line 1 • • • • .. • • • • • • • . • • • • • • . • 13,702x Vft

'NkgQualifying Distributions (sea paps 25 of the instructions)

AO^I Amounts paid (Including administrative expenses) to accomplish charitab .a Expenses, contributions, gifts. etc. - total from Part I, column (d), line • • • • • • • ..... • 1a 3,780b Program-related Investments - total from Part DC-B ..... • • • • • ...... • 1 b

2 Amounts paid to acquire assets used (or hold for use) directly I nyi cha ' ,purposes ....................... ..... .......... 2

3 Amounts set aside for specific charitable projects that sa Suitability test (prior IRS approval required) .... . • • • ..... • • • • • ... • 3sb Cash distribution test (attach the required schedule) • • • • • • • • • • • • • • • • • • • • 3b

4 Qualifying disbibutions. Add Ines 1a through . E here o art V, line 8, and Part XIII, fine 4 • 4 3,7805 Foundations that qualify under section 4940(e) ra tax on net investment income.

Enter 11% of Part I, line 27b (see page 25 of ) .............. • .. • 56 Adjusted qualifying dIstributions. Su 1 4 ..................... • 6 3,780

Note. The amount on Tine 6 will be u n (b), In subsequent years when calculating whether the foundationqualifies for the section In those years.

EEA Form 990-PF (2010)

Form 990-PF (2010) Klingstoin Foundation 54-6052224 Page 9

Part X111 I Undistributed Income (see page 26 of the instructions)

N 441 Distributable amount for 2010 from Part XI , Corp- Y. s prior 10 200a 21109 2010

line 7 • • .. • • • .. • • .......... • _ 13,702

2 Undistributed income, it any, as of the end of 2010: •

a Enter amount for 2009 only .......... 14,421

b Total for prior years: 9 , 630

3 Excess distributions carryover, If any. to 2010: - . '

a From 2005 ........ .

b From 2006 .........

c From 2007 ..••••••..^•^.^. ,

d From 2008 ......... ' , .

a From 2009 ........

f Total of lines 3a through e • • • • • • • • • • • v; ;",` •• ,; s-x; • ,:' :'r I: r .^;

4 Qualifying distributions for 2010 from Part Xli ,line 4: ) $ 3 , 780 .,

a Applied to 2009, but not mo. ^y• c:T. e' .w.. '+ ,4 r. }..;^::^`^^'s;ti`'

than One 2a ... 14,42

b Applied to undistributed Income of prior years ,. ' t +/ - y_ • `}. "; •, 'H ; ; •,w^ ¢(Election r.• ••"` ri" `^yJ Ylh • • ^j, w:.s^. 3;

required - see papa 28 of the Instructions ) 6,63c Treated as distributions out of corpus (Election

required - see papa 26 of the instructions) • • . ',, ;^c. r ;^^ • ;, . ^/.d Applied to 2010 distributable amounts Remaining amount distributed out of corpus • •

5 Exosss distributions carryover applled to 2010 7,350 . 7 , 350(If an amount appea rs in column , the same 9,amount must be shown In column (a).) :.'1., .' a, .:, , '.M^ f-`•c''•^'^`; Y 4 ::;:^^^_^ ;

6 Enter the net total of each column as c = -. * '! ' ` _^" ^. '•`Indicated below: ^,. s - r 1) . , : ,.• :^ ,' ^' ..

•:~:, }' '`* ' ^^'a Corpus. Add lines 3f, 4c, and.4e. Subtract lire 5 •; `rte; ;" • "' ,^.i?^ .4'b Prior years' undistributed income. Subtract ' • < '" +":^^i^^'^

line 4b from fine 2b .......... • .... :.

c Enter the amount of prior years' undistributed g .^, ► x ,c`: , •4 y -income for which a notice of deficiency has ; ; ^'° • ' _ :,° ; . ;sf`T^ ": w ' . ' , gr;f. • ` f̂ ,been Issued , or on which the section 4942(a)tax has been previously assessed ....... ;` r , ' 't• ,, •^t { ^,;^j

•+.• ^•1.• t1• ..•7 t! .K

d Subtract line 8c from line 6b. Taxableamount - see page 27 of the instructions • .. ^' s^: 'a :;y,,.,^,", ;r .•. • ,

e Undistributed income for 2009. Subtract line ' • t %^, 5 .' ,^; = r•. • • , ^:}i ' { •.'' ; v;.,4a from line 2a. Taxable amount - see page 5 r4 ^ ! ;3 •^ k . , :{,~

L:r27 of the Instructions .........

f Undistributed Income for 2010. Subtract4d and 5 from line l This amount mdistributed in 2011 • • • • 6,332r.'

7 Amounts treated as distn of ,,,a.y ,a, "':.': - -':^:;'' ^r . • , ^r Y= `4127

requirements Im SOCL%&^• r ^e r s oto satisfy r+ C'^,^ •,c :fi.'..^' rr^h'^er !^ f (170(bX1XF) or 4942(!1X3) ( e 27 ,` . ^:^ r ..i w;^^ .:r rR{" +^•1i,;J' .^ 'J'^^'+•^'s atr'

z 1 YY .3''' a , Y" s. r

instructions) ....... ... s.. ^+^: , • ,, ,: ^. .. '; '• r'. yr : r

8 Excess distributions ca r from not :s,: a..i '•.= A "' h* "^ `^e,^applied on fine 5 or no 7 (s a 27 of the :"+ . ^'' '+` ": r '. „ ' ::r t • ^' ^,• ^F'+

instructions) • • • • • • • • • • • • • • • • • .

9 Excess distributions canyover to 2011 .Subtract Tins 7 and 8 from line 8a • • . • • • . •e

10 Analysis of line 9: . x+ .. Y'1; k ,x "" `~ '°'.• 'Sr

a Excess from 2006 • • • .. ';=''''J;^ ; •'': `•,. 7 'Ya'+,

b Excess from 2007 . ... •c Excess from 2008 • • • • .

0d Excess from 2009 • • • • • 7,35e Excess from 2010 6, 532 •,,_ t si ti:a . 'i^` y 5'^" `4_ . s ' x '- . '

EEA Form 990-PF (2010)

Form 990-PF (201 0) Klingatein Foundation 54-6052224 Page 10

^^ 1 Private Op2rating Foundations (see page 27 of the instructions and Part VII-A, question 9)

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

foundation , and the ruling is effedIve for 2010. enter the date of the ruling .............. ►b Check box to indicate whether the foundation is a private operating foundation described In section i 4942(0(3) or I 14942(j)(5)

2a Enter the lesser of the adjusted net Tax year Prior 3 yearsincome from Part I or the minimum ^^o a)TInvestment return from Part X for am 14 2= 0 =7each year listed ........ 9 , 007 9,007

b 85%ofline 2a • • • • • • . • • • 7,656 7,656

c Qualifying distributions from Part XII,line 4 for each year listed • .... 3,780 3,780

d Nmim li jd.d in i. 2c not uwsd 06ctlyfor ad" aaid d ofMMMt a - 0us

• Qualifying distributions made directlyfor active conduct of exempt activities.Subtract line 2d from line 2c . . . . 3,780 3,780

3 Complete 3a, b, or c for thealternative test relied upon:

a 'Assets' alternative test - enter.(1) Value of all assets ..... .

(2) Value of assets qualifying undersection 4942OX3XBX) • •

b 'cnaaumenralmnodnew-effim 20dn**mmI,l n*xn ewm in

9 , 255 9,255

c 'Support' alternative test - enter(1) Total support other than gross

Imrestment income (interest,dividends , rents, payments onsecurities loans (section512(a)(5)). or royalties) ... .

(2) Support from general publicand 5 or moreexemptorganizations as provided insection 49420)(3XB)(iN) ... .

(3) Largest amount of support froman exempt oiganaation

(4)• Gross investment income • • - 40Supplementary Information (Complete this rt only u tion had $5,000 or more in assets atany time during - see e 28 1

1 Information Regarding Foundation Managers:a Llst any managers of the foundation who have co n .

heI contributions received by the foundation

before the close of any tax year (but only if they h t ,000). (See section 507(d)(2).)

b List any managers of the foundation wh 1 re stock of a corporation (or an equally large portion of theownership of a partnership or other on of has a 10% or greater interest.

2 Information Rapft ing Con tion, Gr6fiW Loan. Scholarship, etc., Programs:

Check here 10 ' I] if the found only contributions to preselected charitable organizations and does not acceptunsolicited requests for funds. t ion makes gifts, grants , etc. (sea page 28 of the instructions) to individuals ororganizations under other conditions , compote items 2s. b, c, and d.

a The name, address, and telephone number of the person to whom applications should be addressed:

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

• C Any submission deadlines:

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

EEC Form 990-PF (2010)

Form 9I0-PF (2010) Rlingatein Foundation 54-6052224 Page 11

It pa"h Supplementary Information (continued)3 Grants and Contributions Paid During h ' fear for Future Pilyment

RecipientI ndpwr 4 an riwmw.down„ m Fs of gmt or

Anwm

Name and address (home or business) «a'''ra Paid during the year

AMERICAN CANCER SOCIETY SUPPORT MEDICAL

main at RESEARCH

Harrisonburg VA 22801 BUSINESS PAID 400

COMMUNITY MEDIATION CENTER SUPPORT CHARITABL

165 S MEIN ST ACTIVITIES

Harrisonburg VA 22801 BUSINESS PAID 400

FRIENDSHIP INDUSTRIES SUPPORT CHARITABL

801 FRIENDSHIP DR ACTIVITIES

Harrisonburg VA 22802 BUSINESS PAID 500

NASSANUTTSN REGIONAL LIBRARY SUPPORT FOR174 S MEIN ST EDUCATION

Harrisonburg VA 22801 BUSINESS PAID 500

SALVATION AFM SUPPORT CHARITABL895 JElPSRSON ST ACTIVI SHarrisonburg VA 22802 BUSINESS PAID 500

VIRGINIA ATHLETIC FOUNDATION TPO HOC 7275 ION

Charlottoavilla VA 22906 BUSINESS 8,500

Total ... .. .... .. ... .. .. ... ...... .... .. ► 3mb Approved for future paymentSPOE LODGE 450 # SUPPORT CHARITABL482 S MEIN ST ACTIVITIESHarrisonburg VA 0- INESS PAID 500

EASTERN MERNOHITB UNXVi HAY GILLSTB SCHOL1200 PARE RD SUPPPORT ED PROGRHarrisonburg 8 BUSINESS PAID 1,000

HARRISONBURG TURKS BASEBALL CL SUPPORT AMATEUR1489 S MEIN ST ATHLETICSHarrisonburg VA 22801 BUSINESS PAID 750

MONTGOMERY BLAIR HIGH SCHOOL PHIL JONES SCHOL51 UNIVERSITY BLVD EAST SUPPORT FORSilver Spring ND 20901, BUSINESS PAID EDUCATION 200

Total ............. .. .............. ......... ........... 3bI

EEA Form 990-PF (2010)

Form 990-PF (2010) Klingstein Foundation 54-6052224 Page 11

Supplementary information (c0nunued)

Grants Contributions Paid During r r A ed for Future Payment

RecipientR nc41 1 Y an MAW.

m„erna Fs wwla aMuir r

MOWN

Name and address (home or business)a Paid during the year

Total .................... .. .......... . ....... ► 3a 10,800

b Approved for future paymentSPG SUPPORT PRlrJZNTX0

2238 OLD rmuw= RD OF ANIN 1L C MTL?

Harrisonburg VA 0 SS PAID 400

Iu z Fls SUPPORT FOR FINE

PO BOX 51840 ARTS

Now Orleans 70 BUSXMSS PAID 800

Total ... ........................... ................ . ► 3b 3,630

EEA Form 990-PF(2010)

Fomi 990-PF (2010) Kling.toin foundation 54-6052226 Paps 12

011f•:YVI.A Anelv:la of tntnma_Pnndrielnn AiHvitiea

Enter gross amounts union otherwise indicated . Uru t.a arri..s m ms Exutded .wen 512.513. ar514 (e)

1 Program service revenue :

(a)

oods

(b)Anmut

(c)

ago

(d)Anna

purred ora^arr41"iic5anicom'

kokudbm)

a

b

c

def

g Fees and contracts from government agencies2 Membership dues and assessments ....... .

3 Interest on savings and temporary cash investments4 Dividends and Interest from securities • • • • • • • • • 14 84

5 Net rental income or (loss) from real estate: : ` _- •T: ^' ^' - ` •`` ^:a Debt-financed property ............b Not debt-financed property • .. • • . • • • . .

6 Net rental income or (loss) from personal property . .7 Other investment Income ............ .

B Gain or (loss) from sales of assets other than Inventory-.9 Net Income or (loss) from special events ..... .10 Gross profit or (loss) from sales of inventory ... .11 Other revenue: a

b

cd

12 Subtotal . Add columns (b), (d). and (e) • • • • .. ; 8413 Total. Add line 12, columns (b), (d). and (e) ......... • • • • • •(See worksheet in line 13 instructions on page 29 to verify, calculations.)

Pte- `' +1 Relationship of Activities to the I t o Ex

Una No.Explain below how each activity for which Income Is is column (a

- accomplishment of the foundation's exempt pu other by providinstructions.)

• / • • 13 841

Part contributed importantly to thefu for such purposes). (See page 29 of the

Fem1'990-PF (2010) 1.iingstain Foundation 54-6052224 Page 13

P I.' Information Regarding Transfers To and Transactions and Relationships With Noncharitable

1 Did the organization direly or indirectly engage in any of the following with any other organization described ' Yes No

in section 501(c) of the Code (other than section 501(c)(3) organizations)•or In section 527. relating to political •• . 4 •

organizations?

a Transfers from the reporting foundation to a noncharitable exempt organization of.

(1) Cash ....................................................... 1a(1) X(2) Other assets ............... .................................. la(2) X

b Other transactions:

(1) Sales of assets to a noncharitable exempt organization ............................. • 1b(1) X(2) Purchases of assets from a noncharitable exempt organization ......................... lb(2) X(3) Rental of facilities. equipment, or other assets .................................. lb(3) X(4) Reimbursement arrangements ......................................... • lb(4) X(5) Loans or loan guarantees ............................................. 1b(5) X(6) Performance of services or membership or fundralsing solicitations ....................... 1b(6) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees .................... • 1c Xd If the answer to any of the above Is 'Yes" complete the following schedule. Column (b) should always show the fair market

value of the goods, other assets. or services given by the reporting foundation. If the foundation received less than fair marketvalue in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

Ib LYn no6 as Nrout hwlwd b Naga d IbLls wrest c.11.. o.. 1o D^wbra^ co Yarraa tr. &..r end sIrin ^rta^snr-

2a Is the foundation directly or indirectly affiliated with,,afrelated tifftor m exempt organizationsdescribed in section 501(c) of the Code (other th sectio (3 section 527? ................ [] Yes © No

b If -Yes.' complete the following schedule.

kd. prWles of psi)sy, I I I "Nn. Yidustfp aoowF)- SChedu s and i .....Y, aid logo be d my MrpwN k nod

Sign 11".a b we. mr^cl, a+a p.p..r (c hr tep.lr.r cr a3^d.p).b haw no I nomad., d %* t pnp.er h.. ary Imowl.ab..

Here $ 3 / rseas=naW8I x.ddlararln Wb Tie

Paidown and r PTIN

Rmy 8nydor-Valade Snyder-Vala4a 08-27-2011

Preparer Fire^ ► Asv and ca®pany LLc RmftEw ►Use Only Frvwssmss ► 178 8 Mason St per,sno.

Harrisonburg VA 22801 540-433-1272

Form 990-PF (2010)

Name(@) a ^fior^ i an Ahrn

DescriptionT

Total

Federal Supporting -Statements 12010FEW

Form 990PF, Part II, Line 15 statement #120

Other Assets Schedule

BOY Book ZOY Book FMV265,211 204, 6 - 3 -X54,833

265,211 254,833 254,833

PG 01Form 990PF , Part II, Line 10(b) Statam nt #137

Investments: Corporate Stock Schedule

Catmqoj^y BOY Book Value EOY FMV

WASHINGTON MUTUAL STOCK 35,684 34,705

Totals

STAThENtLD

Federal Supporting Statements 2010 Po 01NNIM(S) IM 100111 an OW

Ilingstsun Foundation 54-6052224

Form 990PP, Part I, Liam 11 - Other moo.. Schedule stato.snt 9106

Revenue Not Adjusted

Description and expenses invvsstmant net iaaasr

1099 A WZNTIMN NATIO1IDX LIli 11,646 11,646 0

Totals 11,646• 11,646 0

PG 01

lose 99OPr, Part I, Lisp 16(b) - Accounting sees Schedule 8tatwnt •106

Revenue Not Adjusted Charitable

Description and expenses invsstmsnt not incass purpose

ACC XWTINrA 1118 550 125 0 425

Totals 550 125 425

PG 01

To 90PP, art X, 18 - axes schedule 8tatsmsnt #110

iwwa his Adjusted CharitableDescription and as invest .nt not incm purpose2009 990 PY 106 0 0

Toe 0 0 0