Form 990-PF Return of Private Foundation

Form 990-PF Return of Private Foundation

form 990-PF Return of Private Foundation 0MB No 1545-0052 or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation CDepartment of the Treasury 2009 Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting r For calendar year 2009 , or tax year beginning JUL 1, 2009 , and ending JUN 30, 2010 G Check all that apply . LA Initial return Initial return of a former public chanty Final return 0 Amended return 0 Address change 0 Name change Name A Employer Identification Use the IRS of foundation number label. INSTITUTE FOR AEGEAN PREHISTORY Otherwise , /O THE MILLBURN CORPORATION 13-3137391 print Number and street (or P 0 box number if mail Is not delivered to street address) Room/suite 8 Telephone number ortype . 1270 AVENUE OF THE AMERICAS ( 212 ) 332-7350 See Specific City or town , state, and ZIP code C If exemption application is pending, check here Instructions . ^ EW YORK , NY 10020 D 1 • Foreign organizations , check here . Forein organizations the 85% test ► O H Check type of organization OX Section 501(c)(3) exempt private foundation 2 check he and attach computation 0 Section 4947 (a )( 1 ) nonexem pt charitable trust 0 Other taxable p rivate foundation E If private foun dation status was terminated I Fair market value of all assets at end of year J Accounting method 0 Cash Accrual under section 507 (b)(1)(A), check here (from Part ll, col. (c), line 16) 0 Other (specify) F If the foundation is in a 60-month termination $ 10 7 3 2 2 3 0 . (Part 1, column (d) must be on cash basis) ► under section 507 ( b)( 1 B check here ► PP J Analysis of Revenue and Expenses ( a) Revenue and (b) Net investment ( c) Adjusted net ( d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a)) expenses per books income income (cash basis only) 1 Contributions , grits, grants , etc , received 6,112,019 2 Check ► Q if tie fountlaton is not required to attach Sch B I nteres t and temporary 3 vestennugs 838. 8 38. 838. PAT.'1 N. 2 4 Dividends and interest from securities 107,950 . 107,950. 107,950. 'L TEMENT 3 5a Gross rents b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 <431,598. '1tAT MNT I b Gross sales price for all assets on line Be 3 , 513 , 693. 7 Capital gain net Income (from Part IV, line 2) 2, 081,729. 8 Net short-term capital gain 41,170. 9 Income modifications Gross sales less returns 10a and allowances b Less Cost of goods sold ross {^ 11 Other n E 1 1 485 053 . 23 , 131 . 48 5 , 0 53 . TA.PEMENT 4 12 al. Addlineslthrou h11 v 6 , 274 , 262. 2 , 213 , 648. 635 011. 13 10 penMtA (ofJf1 rs,2^^rs. etc 103, 250. 0 . 18, 862. 84, 388. 14 at er employee salaries and wa 1 1, 310,513. 0. 369,398. 941,115. 15 P 92,522. 0. 0. 92,522. 16 Le a b Accounting fees MT 5 7,505. 3,753. 0. 3, 7 5 2. W c Other professional fees STMT 6 23,768. 0. 0. 23,768. 17 Interest 831. 831. 0. 0. 2 18 Taxes STMT 7 105, 008. 5,030. 32,157. .67,821. 19 Depreciation and depletion 2 4, 6 7 3. 0. 0. 20 Occupancy 80, 720. 0 . 0 80, 720 . 4 21 Travelconferencesand meetings 14 , 4 8 6 . 0 . 0 14 , 4 8 6 22 Printing and publications 7 0 , 16 7 . 0 . 0 7 0 , 16 7 23 Other expenses STMT 8 550 323. 64 986. 41 505 43 832. 24 Total operating and administrative a expenses . Add lines 13 through 23 2, 3 8 3, 7 6 6. 7 4, 6 0 0. 4 61, 9 2 2. 2 2, 5 71 . 0 25 Contributions , gifts, grants paid 4 8 21 5 6 8. 21 5 6 8. 26 Total expenses and disbursements. Add lines 24 and 25 7 205 334. 700. 61 922 44 . 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements <931,072. > . 111111111 _ b Net Investment Income (if negative, enter -0-) 2 , 13 9 , 0 4 8 . c Ad j usted net Income of negative, enter-0 7 3 0 89 . v4ow 102-02.10 LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions . Form 990-PF (2009) (.3'V& INSTITUTE FOR AEGEAN PREHISTORY 'Form 990-PG (20091 CIO THE MILLBURN CORPORATION 13-3137391 Paae2 description Beginning of year End of year I Balance Sheets Afla6e idi"" a"da""1neinthed p II colunn should be for end of-ym amounts only (a) Book Value ( b) Book Value (c) Fair Market Value 1 Cash - non-interest-bearing 4,102. 2 Savings and temporary cash investments .. 1,960,859. 974,633. 974,633. 3 Accounts receivable ► Less: allowance for doubtful accounts ► 4 Pledges receivable ► Less allowance for doubtful accounts ► 5 Grants receivable 5 Receivables due from officers , directors, trustees , and other disqualified persons 7 other nots and loans nimJrable ► Less allowance for doubtful accounts ► 8 Inventories for sale or use y 9 Prepaid expenses and deferred charges 3,185. 3,185. 3,185. < 10a Investments - U S. and state government obligations b Investments - corporate stock STMT. _9 2,026,062. 3,539,603. 3,539,603. c Investments - corporate bonds 11 Imestrrcn5 - land buildings, and equipment basis ► Lan accumulated depredabon ► 12 Investments - mortgage loans 13 Investments - other STMT 10 6, 060, 207. 6, 164, 082. 6,164,082. 398, 807. 14 Land , buildings , and equipment basis ► L= a=rnuWb;d defirsdabon ► 348,793. 62,187. 50,014. 50,014. STATEMENT 11 ) 15 Other assets (describe ► 94,274. 713. 713. 16 Total assets (to be com pleted by all filers 10 , 210 , 876. 10 , 732 , 230. 10 , 732 , 230. 17 Accounts payable and accrued expenses 18 Grants payable ca 19 Deferred revenue 20 Loans from officers , directors, trustees , and other disqualified persons 21 Mortgages and other notes payable 22 Other liabilities (describe ► 23 Total liabilities (add lines 17 throug h 22 ) 0. 0. Foundations that follow SFAS 117 , check here ► 0 and complete lines 24 through 26 and lines 30 and 31. N 24 Unrestricted a 25 Temporarily restricted m 26 Permanently restricted Foundations that do not follow SFAS 117, check here ► 0 LL and complete lines 27 through 31. U°, 27 Capital stock, trust principal , or current funds 0. 0. 28 Paid-in or capital surplus , or land , bldg , and equipment fund 0. 0. 29 Retained earnings , accumulated income , endowment , or other funds 10,210,876. 10,732,230. Z 30 Total net assets or fund balances 10,210,876. 10,732,230.- 31 Total liabilities and net assets and balances 10 , 210 , 876. 10 , 732 , 230. part III Analysis of Changes in Net Assets or Fund Balances 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 pnoryear's return) 111 10,210,876. 2 Enter amount from Part I , line 27a 2 <931,072.> 3 Other increases not included in line 2 (itemize ) ► UNREALIZED GAINS 3 1 , 452 , 426. 4 Add lines 1 , 2, and 3 4 10,732,230. 5 Decreases not included in line 2 (itemize) ► 10,732,230. Form 990-PF (2009) 923511 02-02-10 INSTITUTE FOR AEGEAN PREHISTORY Form 990-PF(2009) C/O THE MILLBURN CORPORATION 13-3137391 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 -Purchase (mo., yr) (mo yr ) 2-storyry brick warehouse , or common stock , 200 shs MLC Co ) D - Donation day, , day, 1a b SEE ATTACHED STATEMENTS C d e Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (t) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e 3,513,693. 1 1 1,431,964. 2,081,729. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus col. (k), not less than or (j) Adjusted basis (k) Excess of col (i) but -0-) Losses (from col (h)) (I) F M V as of 12/31/69 as of 12/31/69 over col (1), it any a b c d e 2,081,729. If gain , also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss ), enter -0- in Part I, line 7 2 2,081,729. 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) If loss enter -0- in Part I line 8 3 41 , 170. I Part V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No If Yes , the foundation does not quality under section 4940 (e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries (a) (b) (c) (d) Base period years Distribution ratio Calendar year (or tax year be g inning in Adjusted qualifying distributions Net value of nonchantable -use assets (col (b) divided by col (c)) 2008 6,662,914.

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