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990-PF Return of Private Foundation

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990-PF Return of Private Foundation OMB No 1e45-0052 Form 990-PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation 201 0 Department of the Treasury Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. For calendar year 2010 , or tax year beginning , 20 10 , and ending , G Check all that apply. Initial return [I Initial Return of a former public charity [ Final return H Amended return Address change Name change A Employer identification number RGK FOUNDATION 74-6077587 1301 W. 25TH STREET #300 B Telephone number (see the instructions) AUSTIN, TX 78705 (512) 474-9298 C If exemption application is pending, check here ► D 1 Foreign organizations, check here H Check type of organization. Section 501 (c)(3) exempt private foundation 2 Foreign organizations meeting the 85% test, check Section 4947(a)(1) nonexem p t charitable trust Other taxable p rivate foundation here and attach computation I Fair market value of all assets at end of year Accounting method Cash X Accrual E If private foundation status was terminated J section (from Part ll, column (c), line 16) under 507(b)(1)(A), check here Other (specify) _ _ _ _ _ _ _ _ _ - _ F If the foundation is in a 60-month termination $ 145, 448, 629. (Part I, column (d) must be on cash- -basis ) under section 507(b)(1)(B), check here Part I Analysis of Revenue and (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements Expenses (The total of amounts In expenses per boo ks income income for charitable columns (b), (c), and (d) may not neces- sanly equal the amounts In column (a) (cash basis only) (see the Instructions).) 1 Contributions, gifts, grants, etc, received (att sch) 60 , 000. 2 Ck " [ if the foundn is not req to att Sch B 3 Interest on savings and temporary cash investments 2,251. 2,251. N/A 4 Dividends and interest from securities . 1 , 259 , 756. 1 , 246 , 074. ^p 5a Gross rents al income b e (lossj or R 6 a Net gain/(loss) from sale of assets not on line 10 2,291,660. 9 b Gross sales price for all assets on line 6a 20, 187, 772. 7 Capital gain net income (from Part IV, line 2) 2,057,075. 8 Net short-term capital gain C1 9 Income modifications L9 10a Gross sales less returns and allowances b Less Cost of goods sold c Gross profit/(loss) (att sch) 11 Oth er income (attach sched u le) SEE STATEMENT 1 661,598. 1,044,313. 12 Total. Add lines 1 through 11 4,275,265. 4,349,713. 13 Compensation of officers, directors, trustees, etc 2 30, 4 8 0 . 149, 812 . 80, 6 6 8. 14 Other employee salaries and wages 568, 719. 363, 006. 205,713. .15 eioaaplans,eo pigyeeee benefits 222, 287. 139, 348. 77,735. A 16lffees-(attacti°schrdule). SEE ST 2 13,521. 13,521. m bAccounting fees(atfach-sc j.^ ESEE ST 3 2,415. 1,582. 833. N6 ) 4Oth pr f fges (^a¢q sch SEE ST 4 662 , 951 . 856 , 431 . 53 , 28 9. o C ) latJ^y U I I G P sQ _ 17 1nt res ^. R T 18 Taxes (attach schedulexsee instr )1 SEE $ TM 5 218 , 271 . LX: 1" I7epreca ion^each T T ch)-an :dep l lon -^ 19 , 427 . 12 , 734 . N 20 Occupancy v G E 21 Travel, conferences, and meetings 28 , 782. 14 , 545. 14 , 148. A E 22 Printing and publications N D p 23 Other expenses (attach schedule) SEE STATEMENT 6 87,424. 42,138. 46,418. NS 24 Total operating and administrative s expenses. Add lines 13 through 23 2, 054, 277. 1,593,117. 478, 804. 25 Contributions, gifts, grants paid PART XV 6 , 876 , 991. 5 , 969 , 767. 26 Total expenses and disbursements. Add lines 24 and 25. 8, 931, 268. 1, 593, 117. 6, 448, 571. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements -4,656,003. I b Net investment income (if negative, enter -0-) 2,756,596. C Adjusted net income (if negative, enter -0-) BAA For Paperwork Reduction Act Notice, see the instructions. TEEA0504L 07/23/10 Form 990-PF (2010) awk 6) Form 990-PF (2010) RGK FOUNDATION 74-6077587 Pane 2 Attached schedules and amounts in the description Beginning of year End of year Fa R-1-1 1 Bal ance Sheets column should be for end-of-year amounts only (See instructions ) (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing .. 200. 200. 200. 2 Savings and temporary cash investments 4, 838, 167. 3, 558, 821. 3, 558, 821. 3 Accounts receivable . 1 ,98 0 ,00 9 . Less: allowance for doubtful accounts 3, 022, 857. 1, 980, 009. 1, 980, 009. 4 Pledges receivable. Less: allowance for doubtful accounts ---------- 5 Grants receivable 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see the instructions) 7 Other notes and loans receivable (attach sch) 01 S Less allowance for doubtful accounts 0 - --------- S 8 Inventories for sale or use charges TE 9 Prepaid expenses and deferred 22,754. 17, 696. 17, 696. S 10a Investments - U.S and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) STATEMENT 7 46, 404, 790. 46, 003, 539. 52,299,955. c Investments - corporate bonds (attach schedule) STATEMENT 8 27,125,112. 30, 218, 061. 30,632,727. 11 Investments - land, buildings, and equipment: basis Less: accumulated depreciation (attach schedule) ---------- 12 Investments - mortgage loans 13 Investments - other (attach schedule) STATEMENT 9 58, 664, 271. 55, 261, 018. 56, 810, 286. 14 Land, buildings, and equipment: basis 01 23 3 ,04 6 . Less: accumulated depreciation (attach schedule) SEE STMT 100,_ 12 9 ,11 1 . 24,325. 103, 935. 103,935. 15 Other assets (describe P- ----------------SEE STATEMENT 11 ) 45,001. 45,001. 45,000. 16 Total assets (to be completed by all filers - see instructions Also, see page 1, item 1) 140, 147, 477. 137, 188, 280. 145, 448, 629. L 17 Accounts payable and accrued expenses 54, 132. 241,487. A 18 Grants payable . 2, 747, 062. 3, 667, 509. B 19 Deferred revenue . .. L 20 Loans from officers, directors, trustees, & other disqualified persons 1 21 Mortgages and other notes payable (attach schedule) . T 22 Other liabilities (describe ) E S 23 Total liabilities (add lines 17 through 22) 2, 801 , 194. 3, 908, 996. Foundations that follow SFAS 117, check here ► X and complete lines 24 through 26 and lines 30 and 31. N F 24 Unrestricted 137, 346, 283. 133, 279, 284. E U T N 25 Temporarily restricted D 26 Permanently restricted S B Foundations that do not follow SFAS 117, check here. S A and complete lines 27 through 31. E L T A 27 Capital stock, trust principal, or current funds S N 28 Paid-in or capital surplus, or land, building, and equipment fund O CE 29 Retained earnings, accumulated income, endowment, or other funds R S 30 Total net assets or fund balances (see the instructions) 137, 346, 283. 133, 279, 284 . 31 Total liabilities and net assetslfund balances (see the instructions) 140,147,477. 137,188,280. Hart III Analysis of Lnan es in Net Assets or Funcl rtalances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) .. 1 137 , 346, 283 . 2 Enter amount from Part I, line 27a . 2 -4,656,003. 3 Other increases not included in line 2 (itemize) . "SEE STATEMENT 12 3 589,004. ------------- -- -- -- - --- - -- - - 4 Add lines 1, 2, and 3 . .. .. 4 133, 279, 284 . 5 Decreases not included in line 2 (itemize) 5 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 6 133, 279, 284 . BAA TEEA0302L 02/16111 Form 990-PF (2010) Form 990-PF (2010) RGK FOUNDATION 74-6077587 Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (e g , real estate, (b) How acquired (C) Date acquired (d) Date sold 2-story brick warehouse; or common stock, 200 shares MLC Company) P - Purchase (month, day, year) (month, day, year) D - Donation la 1 SEE STATEMENT 16 P VARIOUS 12/31/10 b C d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a 20,187,772. 18,130,697. 2,057,075. b C d e Complete only for assets showing gain in column (h) and owned b the foundation on 12/31/69 (I) Gains (Column (h) (i) Fair Market Value (j) Adjusted basis (k) Excess of column (I) gain minus column (k), but not less as of 12/31/69 as of 12/31/69 over column (I), if any than -0-) or Losses (from column (h)) a 2,057,075. b C d e Ifgain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) { lf (loss), enter -0- in Part I, line 7 } 2 2, 057, 075. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see the instructions).
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