Income m difi - Charity Blossom

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Form 990-PF (zoos) Page 8 Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see page 24 of the instructions) 1 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 I I I I I I I I I I I I I I I I I I I I I I I I I I I I II I 1a 86, 862, 128 b Average efmemhly Cash balances . . . . . . . . . .. .- . . . . . . . . . . . . . . . . . . . . . . . .. . 1b 9, 459, 779 c Fair market value of all other assets (see page 24 of the instructions) I I I I I I I I I I I I I I I I II I 1c d T0fal(add""eS1a-b-and C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... 1d 96, 321, 907 e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) I I I I I I I I I I I I I I I I I I II I I 1e I 2 Acquisition indebtedness applicable to line 1 assets I I I I I I I I I I I I I I I I I I I I I I I I I II I 2 3 Subtract line 2 from line 1d 3 96, 321, 907 4 Cash deemed held for charitable- activities. En-telr 1 1/2 %.of lfne S (forlgrelat-er amountfsee page 2.5. n I ofthe *"S"UCfl0"SI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 I I 6 Minimum investment return. Enter 5% of line 5 I I I I I I I , , I I I I I I I I I I I I I I I I I I II I 1,444,829 94, 877, O78 4,743,854 Part Xl Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private op foundations and certain foreign organizations check here P and do not complete this part) erating 1 Minimum investment return from Part X, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 1 2a Tax on investment income for 2009 from Part VI, line 5 I I I I I II I 22 1 59 f 27 3 4,743,854 b <strong>Income</strong> tax for 2009 (This does not include the tax from Part VI )I I I 2b c u U U I u I u u u I U l I I U U 1 I I I 1 I u l I 1 u I I I 1 U I I I I I u I u I I Iu 1 Distributable amount before adjustments. Subtract line 2c from line 1 I I I I I I I I I I I I I I I II I 168,273 4,575,581 Recoveries of amounts treated as qualifying distributions I I I I I I I I I I I I I I I I I I I I I I II I 3 4 u s 1 1 n u n n u 1 n n n s n s n s u u u n s n I a n u n n n u s s u n I n s s s s n ns u 4,575,581 Deduction from distributable amount (see page 25 of the instructions) I I I I I I I I I I I I I I I II I Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 7 4,575,581 Qualifying Distributions (see page 25 of the instructions) 1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc -total from Part I, column (d), line 26 I I I I I I I I I I I I I I II I 1a 15, 630, 769 b Program-related investments - total from Part IX-B I I I I I I I I I I I I I I I I I I I I I I I I I I II I 1b 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , Purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 2 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) I I I I I I I I I I I I I I I I I I I I I I I I I I I I I II I 3a b Cash distribution test (attach the required schedule) I I I I I I I I I I I I I I I I I I I I I I I I II I 3b 4 Qualifying dlstrlbutlons. Add lines 1a through 3b Enter here and on Part V, line 8, and Part Xlll, line 4 I I I II I 4 15, 630, 769 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1% of Part I, line 27b (see page 26 ofthe instructions) I I I I I I I I I I I I I I I I I I I I II I 5 6 Adjusted qualifying distributions. Subtract line 5 from line 4 I I I I I I I I I I I I I I I I I I I I II I 6 15, 630, 769 Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years . JSA 9E 1 470 1 000 Form 990-PF (2009)
Form 990-PF (2009) Page 9 Part XIII Undistributed <strong>Income</strong> (see page 26 of the instructions) 1 2 a 3 4 5 6 7 9 b a b c d e f a b C d e a b C d e I 10 a b c d e JSA 9E148O 1 000 Distributable amount for 2009 from Part Xl. "ne 7 . . . . . . . . . . . . . . . . . . .. . Undistnbuted income, if any, as of the end ot 2009 Enter amount for 2008 only I I I I I I I II I Total for pnor years 20 .20 I2 O Excess distributions carryover, if any. to 2009 From 2004 I I I From 2005 I I I From 2006 I I I From 2007 I I I 10,519,443 10,599, 126 10, 697,269 13,245, 911 Fromzooe I I I III 11,555,785 Total of lines 3a through e I I I I I I I I II I Qualifying distributions for 2009 from Part XII, line4 P $ 15,630,769 Applied to 2008, but not more than line 2a I I I Applied to undistnbuted income of prior years (Election required - see page 26 ofthe instructions) I I I II I Treated as distributions out of corpus (Election required - see page 26 of the instructions) I I I I Applied to 2009 distributable amount I I I I I Remaining amount distributed out of corpus I I Excess distributions carryover applied to 2009 I (lf an amount appears in column (Cf). the same amount must be shown in column (a) ) Enter the net total of each column as indicated below: Corpus Add lines 3f, 4c, and 4e Subtract line 5 Prior years" undistributed income Subtract line 4b from line 2b I I I I I I I I I I I II I Enter the amount of prior years" undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed . . . . . . . . . .. . Subtract line 6c from line 6b Taxable amount-see page 27 ofthe instructions I I I I Undistributed income for 2008 Subtract line 4a from line 2a Taxable amount - see page 27 ofthe instructions . . . . . . . . . . .. . Undistributed income for 2009 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2010 I I I I I I I I I I I I II I Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see page 27 of the instructions) . . . . . . . . . . . . . . . .. . Excess distributions carryover from 2004 not applied on line 5 or line 7 (see page 27 of the Il1S(l"UCil0l1S) . . . . . . . . . . . . . . . .. . Excess distributions carryover to 2010. Subtract lines 7 and 8 from line 6a I I I II I Analysis of line 9 Excessfrom2005 I I 10,599,125 Excessfrom2006 I I 10,697,259 Excessfrom2oo7 II 13,245,911 Excessfrom2008 I I 11/555/785 Excess from2009 .. 11, O55, 188 ta) Corpus 56, 617, 534 11, O55, 188 67, 672, 722 10,519,443 57, 153, 279 tb) tc) td) Years prior to 2008 2008 2009 4,575,581 4,575,581 Fomi 990-PF (2009)
Page 1 and 2: 1 l l ., Form Return or Section o
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Page 17: Northwestern Mutual Life Foundation
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Northwestern Mutual Life Foundation
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-, . , Please summarize the proposa
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7/1/2009 Check Register Number 2915
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