Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation o Internal Revenue Service Note : The foundation may be able to use a copy of this return to satisfy state re 2009 For calendar year 2009, or tax year beginning , 2009, and ending , 20 G Check all that apply: Initial return initial return of a former public charity L_J Final return H Amended return Address change Name change Name of foundation A Employer identification number Use the IRS THE SUNOCO FOUNDATION 20-3459268 label. Otherwise, Number and street (or P 0 box numbe,if mall is not delivered to street address) Room/suite B Telephone number (see page 10 of the ostnriom) print 1735 MARKET STREET, SUITE LL 215-977-6910 or type. See Specific City or town, state, and ZIP code C If exemption application is ► Instructions. pending , check here PHILADELPHIA, PA 19103 p 1. Foreign organizations, check here ► 2. Foreign organizations meeting the q 85% test, check here and attach ► H Check type of organization: X Section 501 (c 3 exempt private foundation computation . Section 4947( a )( 1 nonexem pt charitable trust Other taxable p rivate foundation E If private foundation status was terminated► I Fair market value of all assets at end J Accounting method-L_J Cash X Accrual under section 507(b )(1)(A), check here . El of year (from Part ll, col. (c), line q Other (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ F If the foundation is in a 60-month termination 16) 28,797,618 (Part 1, column (d) must be on cash basis.) under section 507(b)(1)(B), check here . ► $ ► Analysis of Revenue and Expenses (The (d) Disbursements total of amounts in columns (b), (c), and (d) (a) Revenue and (b) Net investment (c) Adjusted net for charitable may not necessarily equal the amounts in expenses per income income purposes books column (a) (see page 11 of the instructions ( cash basis only) 1 Contributions efts, grants, etc , received (attach schedule) if the foundation is not required to 2 Check ► attach Sch B . 3 Interest on savings and temporary cash investments 204 204 4 Dividends and interest from securities • • • • 801,747 801,747 S a Gross rents . b Net rental income or (loss) w 6a Net gain or (loss) from sale of assets not on line 10 b Gross sales price for all assets on line 6a 7 Capital gain net income (from Part IV, line 2) • 8 Net short-term capital gain . 9 Income modifications . 10a Gross sales less returns and allowances • • • b Less Cost of goods sold c Gross profit or (loss) (attach schedule) , • • • 11 Other income (attach schedule) • • , • • • , 12 Total. Add lines 1 throu g h 11 801,951 801,951 13 Compensation of officers, directors, trustees, etc • • 14 Other employee salaries and wages . to 15 Pension plans, employee benefits . 16a Legal fees (attach schedule) • • • • • • • • • CL U b Accounting fees (attach schedule) • , • • • • c Other professional fees (attach schedule). 7 , 324 7 , 324 17 Interest . • • . N 8 Taace (H {79[Lt 81'feee •pag • 14oftheinstructions) 14, 000 C r[C CIyG[J O 1 9 loa (attach-sch e) and depletion Ocncu ancX q ^ n O . ... N a t^ I Tr.4 I,gsZefdndes1^f1d tm • , ca 2 Printingg and publications . • . • . • . c 3 0 ^j gg sc1fule . • . mis,istrative expenses. a Add lines 13 through 23 . ... 21, 324 7 , 324 01 0 25 Contributions, gifts, grants paid . 1 , 704 , 257 1 , 70 4,257 WI 26 Total expenses and disbursements. Add lines 24 and 25 1, 725 , 581 7 , 324 1,704,257 z. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements -923 ,630 U) b Net Investment Income (if negative, enter -0-) 794 , 627 c Adj usted net Income ( if negative, enter -0-) . 6996419@qy Act and Paperwork Reduction Act Notice, see page 30 of the instruc)9/2010 1:58 02ti PM Form 990-PI (2009) 9E1410 1 000 Form 990 -PF (2009) Page 2 Attached schedules and amounts in the Beginning of year End of year B a l ance Sh eets description co l umn shou ld be for end-of-year amounts only (See instructions) (a) Book Value (b) Book Value (c) Fair Market Value I Cash - non-interest-bearing . .. .. 25,559,969 28,797,618 28,797,618 2 Savings and temporary cash investments . Accounts receivable 3 ► ----------------------- for doubtful accounts Less. allowance ► ------------- Pledges receivable 4 ► ----------------------- Less• allowance for doubtful accounts ► _ _ _ _ 5 Grants receivable . 6 Receivables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see page 16 of the instructions) 7 Other notes and loans receivable (attach schedule) 101 - _ - - - Less: allowance for doubtful accounts ► _ 8 Inventones for sale or use 9 Prepaid expenses and deferred charges . 10 a Investments - U S and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) , , , . c Investments - corporate bonds (attach schedule). 11 Investments - land, buildings, and equipment* basis ►__________________ Less accumulated depreciation ► (attach schedule) ------------------- 12 Investments - mortgage loans . 13 Investments - other (attach schedule) , , , , , , , , , , , , , 14 Land, buildings, and ► equipment basis __________________ Less accumulated depreciation ► (attach schedule) -------------------- 15 Other assets (describe ► ___________________ ) 16 Total assets (to be completed by all filers - see the instructions. Also, seepage 1, item 1) , 25, 559, 969 28, 797, 618 28, 797, 618 17 Accounts payable and accrued expenses , , , , , , , , , , , 18 Grants payable ,,,,,,,,,,,,,,,,,,,,,,, u) 19 Deferred revenue . 20 Loans from officers, directors, trustees, and other disqualified persons _ 21 Mortgages and other notes payable (attach schedule) , , , , , 22 Other liabilities (describe ► ) 23 Total liabilities (add lines 17 through 22) . Foundations that follow SFAS 117, check here ► X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted . 25 , 559 , 969 28 , 797 , 618 io 25 Temporarily restricted ,,,,,,,,,,,,,,, ,, ,,, 00 26 Permanently restricted . Foundations that do not follow SFAS 117, q check here and complete lines 27 through 31. ► o 27 Capital stock, trust principal, or current funds W 28 Paid-in or capital surplus, or land, bldg , and equipment fund . in 29 Retained earnings, accumulated income, endowment, or other funds 30 Total net assets or fund balances (see page 17 of the Z Instructions) . .. 25 , 559 , 969 28 797,618 31 Total liabilities and net assets/fund balances (see page 17 of the instructions) . ..................... ORM Analysis of Changes in Net Assets or Fund Balances 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 25,559,969 2 Enter amount from Part I, line 27a ...................................... 2 - 923 , 630 3 Other increases not included in line 2 (Itemize) Mark-TorMarket 3 4,151,279 ►- - ----------- ------------------------ 4 Add lines 1, 2, and 3 4 28, 787, 618 5 Decreases not included in line 2 (itemize _ __ 5 6 Total net assets or fund balances at end of ear line 4 minus line 5 -Part II, column b , line 30 . 6 28 , 787 , 618 Form 990-PF (2009) JSA 9E142a? 316 03/29/2010 1:58:21 PM Form 990-PF (2009) Page 3 C"M Capital Gains and Losses for Tax on Investment Income (c) Date ( ()(a) List and describe the kinds() of property sold (e.g., real estate, acquired acquired d) Date sold Purchase (mo., da, yr•) 2-story brick warehouse; or common stock, 200 shs . MLC Co. ) -D on (mo., day, yr.) y 1a b c d e Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales pnce (f) (or allowable ) plus expense of sale (e) plus (f) minus (g) a b c d e Com p lete onl y for assets showing g ain in column ( h ) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus Adjusted basis (k) Excess of col (i) col . ( k), but not less than -0-) or i F.M V. as of 12/31/69 0) () as of 12/ 31/69 over col Q), if any Losses (from col. (h)) a b c d e 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 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 pages 13 and 17 of the instructions). If (loss ), enter -0- in Part I, line 8. ................................. 3 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 qualify under section 4940 ( e). Do not complete this part I Enter the appropriate amount in each column for each year ; see page 18 of the instructions before making any entries. Base period years (b) (c) Distributtion ratio Calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of nonchantable-use assets (col (b) divided by col (c)) 2008 3,531,504 31,030,973 0.1138 2007 2,553,911 20,766,237 0.1230 2006 1,353,489 10,201,518 0.1327 2005 0 1,233,299 0.0000 2004 2 Total of line 1, column (d) 2 0.3695 3 Average distribution ratio for the 5-year base period - divide the total on Ilne 2 by' 5, or by the number of years the foundation has been in existence if less than 5 years , , , , , , , ..