Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
LINDA MOODY ROBERTSON FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 9443   Room/suite
City or town, state, and ZIP code
GREENVILLE, SC296049443
A Employer identification number

58-2307536
B Telephone number (see page 10 of the instructions)

(864) 271-5924
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$355,117
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 8,593 8,593 8,593
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,947
b Gross sales price for all assets on line 6a 263,899
7 Capital gain net income (from Part IV, line 2)... 4,947
8 Net short-term capital gain......... 9,951
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)....... 175 175 175
12 Total. Add lines 1 through 11........ 13,715 13,715 18,719
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,765      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 845     845
c Other professional fees (attach schedule).... 3,287 3,287    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 170 170    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 364 2   362
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,431 3,459   1,207
25 Contributions, gifts, grants paid........ 34,200 34,200
26 Total expenses and disbursements. Add lines 24 and 25 49,631 3,459   35,407
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -35,916
b Net investment income (if negative, enter -0-) 10,256
c Adjusted net income (if negative, enter -0-)... 18,719
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,389 1,036 1,036
2 Savings and temporary cash investments.......... 4,213 14,398 14,399
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 357,099 Click to see attachment312,453 339,682
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 362,701 327,887 355,117
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
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 bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 361,312 326,852
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,389 1,035
30 Total net assets or fund balances (see page 17 of the
instructions).................... 362,701 327,887
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 362,701 327,887
Part III 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)............... 1 362,701
2 Enter amount from Part I, line 27a...................... 2 -35,916
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,394
4 Add lines 1, 2, and 3.......................... 4 328,179
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 292
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 327,887
Form 990-PF (2010)
Form 990-PF (2010)
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,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a GAMESTOP CORP P 2009-07-01 2010-01-04
b AGCO CORP P 2009-08-06 2010-02-23
c EMC CORP P 2010-01-05 2010-02-23
d MASTERCARD INC. P 2010-03-08 2010-04-06
e APOLLO GROUP INC. P 2009-06-02 2010-05-04
PRICE T ROWE GROUP INC. P 2009-09-25 2010-05-04
INTERNATIONAL BUSINESS MACHINES P 2010-03-18 2010-05-04
LAZARD FDS INC EMERGING MKTS P 2010-10-05 2010-11-08
APPLE COMPUTER INC. P 2008-05-16 2010-02-11
PETROLEO BRASILEIRO SA P 2008-05-19 2010-02-23
CELGENE CORP P 2008-05-16 2010-02-23
FORWARD FDS INC GLOBAL EMERGING P 2008-05-01 2010-04-05
ST JUDE MEDICAL INC. P 2009-04-28 2010-05-04
FREEPORT-MCMORAN COPPER & GOLD P 2008-05-19 2010-05-04
ACE LTD P 2008-05-19 2010-05-04
ILLUMINA INC. P 2008-11-10 2010-05-04
HARBOR INTERNATIONAL FUND P 2008-05-01 2010-11-08
ALCON INC P 2009-02-23 2010-01-04
ALPHA NAT RES INC. P 2009-04-13 2010-02-23
AMAZON.COM INC. P 2010-01-05 2010-02-23
MOSAIC CO P 2009-04-20 2010-04-14
CME GROUP INC. P 2010-04-23 2010-05-04
PRICELINE.COM INC. P 2009-07-24 2010-05-04
MASTERCARD INC. P 2010-01-29 2010-05-04
JP MORGAN TRUST I US LARGE CAP P 2010-05-14 2010-11-08
GILEAD SCIENCES INC. P 2008-05-16 2010-02-11
STERLITE INDS INDIA LTD P 2008-05-19 2010-02-23
APOLLO GROUP INC. P 2009-02-17 2010-02-23
AMERICA MOVIL S A P 2008-05-16 2010-04-06
STAPLES INC. P 2009-04-20 2010-05-04
GOLDMAN SACHS GROUP INC. P 2008-09-25 2010-05-04
TYCO INTL LTD P 2008-05-19 2010-05-04
MASTERCARD INC. P 2008-08-07 2010-05-04
PIMCO TOTAL RETURN FUND P 2009-06-30 2010-11-08
STAPLES, INC P 2009-06-02 2010-01-05
ANADARKO PETROLEUM P 2009-10-16 2010-02-23
AKAMAI TECHNOLOGIES INC. P 2009-07-30 2010-02-23
AKAMAI TECHNOLOGIES INC. P 2009-07-30 2010-04-15
CELGENE CORP P 2009-06-12 2010-05-04
QUALCOMM INC. P 2010-02-04 2010-05-04
METLIFE INC. P 2009-11-30 2010-05-04
JANUS INVT FUND P 2010-05-14 2010-11-08
RESEARCH IN MOTION LTD P 2008-05-16 2010-02-11
TJX COS INC. P 2008-05-19 2010-02-23
TYCO INTL LTD P 2008-05-19 2010-02-23
APOLLO GROUP INC. P 2009-02-17 2010-04-06
QIAGEN N V P 2009-04-06 2010-05-04
HARRIS CORP P 2008-05-19 2010-05-04
ALLERGAN INC. P 2008-05-16 2010-05-04
MEDCO HEALTH SOLUTIONS INC. P 2008-05-16 2010-05-04
COLUMBIA FDS SER TR I SELECT SMALL P 2009-06-30 2010-11-08
MOSAIC CO P 2009-07-01 2010-01-05
BANCO SANTANDER CENTRAL P 2009-11-02 2010-02-23
STATE STR CORP P 2009-04-09 2010-02-23
QUALCOMM INC. P 2009-12-09 2010-04-15
COSTCO WHSL CORP P 2009-07-17 2010-05-04
RESEARCH IN MOTION LTD P 2009-10-26 2010-05-04
STANLEY BLACK & DECKER INC. P 2009-05-11 2010-05-04
JOHN HANCOCK CLASSIC VALUE FD P 2010-05-14 2010-11-08
CARNIVAL CORP P 2008-11-25 2010-02-19
VALE S A P 2008-05-19 2010-02-23
ALLERGAN INC. P 2008-05-16 2010-02-23
MEDCO HEALTH SOLUTIONS INC. P 2008-05-16 2010-04-06
ALPHA NAT RES INC. P 2009-04-13 2010-05-04
INTERNATIONAL BUSINESS MACHINES P 2009-01-14 2010-05-04
AMAZON COM INC. P 2008-08-07 2010-05-04
PRICE T ROWE GROUP INC. P 2008-05-16 2010-05-04
QIAGEN N V P 2009-10-01 2010-01-06
CORNING INC. P 2009-10-16 2010-02-23
AMAZON.COM INC. P 2010-01-05 2010-03-08
NOVO-NORDISK A S ADR P 2010-01-14 2010-04-15
COVANCE INC. P 2010-04-30 2010-05-04
ST JUDE MEDICAL INC. P 2009-08-31 2010-05-04
UNION PACIFIC CORP P 2010-02-23 2010-05-04
CREDIT SIUSSE COMMODITY P 2010-05-14 2010-11-08
BAXTER INTERNATIONAL INC. P 2008-05-19 2023-02-03
INVESCO LTD P 2008-05-19 2010-02-23
AMERICA MOVIL S A P 2008-05-16 2010-02-23
PRICE T ROWE GROUP INC. P 2008-09-17 2010-04-06
AMERICA MOVIL S A P 2008-05-19 2010-05-04
JP MORGAN CHASE & CO P 2008-05-19 2010-05-04
AMERICA MOVIL S A P 2008-05-16 2010-05-04
QUALCOMM INC. P 2008-05-16 2010-05-04
DEAN FOODS CO NEW P 2009-09-03 2010-01-29
ENERGIZER HOLDINGS INC. P 2009-11-30 2010-02-23
EMC CORP P 2010-01-05 2010-03-08
O REILLY AUTOMOTIVE INC. P 2010-02-19 2010-04-23
EMC CORPORATION P 2009-10-30 2010-05-04
SALESFORCE COM INC. P 2009-12-31 2010-05-04
JOHN HANCOCK CLASSIC VALUE FD P 2010-05-14 2010-06-29
ABN AMRO FDS MONTAG & CALDWELL P 2010-05-14 2010-11-08
BLACK & DECKER CORP P 2008-05-19 2010-02-23
ACE LTD P 2008-05-19 2010-02-23
COVANCE INC. P 2008-05-16 2010-03-08
CELGENE CORP P 2008-05-16 2010-04-15
AMERISOURCEBERGEN CORP P 2008-05-19 2010-05-04
LORILLORD INC. P 2008-05-19 2010-05-04
APOLLO GROUP INC. P 2009-04-01 2010-05-04
ARTIO INTL EQUITY FUND II P 2008-05-01 2010-06-29
ILLUMINA INC. P 2009-07-17 2010-02-04
METLIFE INC. P 2009-10-16 2010-02-23
ILLUMINA INC. P 2009-12-04 2010-03-08
SALESFORCE COM INC. P 2009-12-29 2010-04-23
EXPEDITORS INTERNATIONAL WASH INC. P 2009-12-04 2010-05-04
STAPLES INC. P 2009-05-28 2010-05-04
OLD MUT ADVISOR FDS P 2010-05-14 2010-06-29
ALCON INC. P 2008-05-16 2010-01-04
CONOCOPHILLIPS P 2008-05-19 2010-02-23
AVON PRODUCTS INC. P 2008-11-18 2010-02-23
CELGENE CORP P 2008-05-16 2010-03-08
FMC TECHNOLOGIES INC. P 2008-11-06 2010-04-15
ANADARKO PETROLEUM P 2009-04-09 2010-05-04
METLIFE INC. P 2009-04-09 2010-05-04
APPLE COMPUTER INC. P 2008-10-02 2010-05-04
ARTIO GLOBAL HIGH INCOME FUND P 2008-06-16 2010-06-29
PRICELINE.COM INC. P 2009-07-27 2010-02-04
STAPLES INC. P 2009-06-02 2010-02-23
MOSAIC CO P 2009-04-20 2010-03-16
APPLE COMPUTER INC. P 2010-03-16 2010-04-23
GILEAD SCIENCES INC. P 2009-06-12 2010-05-04
QIAGEN N V P 2010-02-26 2010-05-04
ABN AMRO FDS MONTAG & CALDWELL P 2010-05-14 2010-06-29
APPLE COMPUTER INC. P 2008-05-16 2010-01-05
CELANESE CORP P 2008-05-19 2010-02-23
AMERISOURCEBERGEN CORP P 2008-05-19 2010-02-23
CME GROUP INC. P 2008-05-16 2010-03-16
PRICE T ROWE GROUP INC. P 2008-09-17 2010-04-23
AVON PRODUCTS INC. P 2008-11-18 2010-05-04
MORGAN STANLEY P 2008-05-19 2010-05-04
CME GROUP INC. P 2008-05-16 2010-05-04
PIMCO FDS DIV LCLMKT P 2008-06-16 2010-06-29
APOLLO GROUP INC. CL A P 2009-02-17 2010-02-04
SALESFORCE COM INC P 2009-12-29 2010-02-23
PRICELINE.COM INC. P 2009-07-27 2010-03-16
MASTERCARD INC. P 2010-03-08 2010-04-23
GOOGLE INC. P 2010-03-16 2010-05-04
AGCO CORP P 2009-08-06 2010-05-04
LAZARD FDS INC. P 2010-05-14 2010-06-29
CARNIVAL CORP P 2008-05-30 2010-01-05
DEVON ENERGY CORP P 2008-05-19 2010-02-23
AMERICA MOVIL S A P 2008-05-19 2010-02-23
ILLUMINA INC. P 2008-11-06 2010-03-16
STATE STR CORP P 2009-04-17 2010-04-26
BAXTER INTERNATIONAL INC. P 2008-05-19 2010-05-04
NEWELL RUBBERMAID P 2009-04-17 2010-05-04
CELGENE CORP P 2008-05-16 2010-05-04
HARBOR INTERNATIONAL FUND P 2008-05-01 2010-06-29
ALLEGRAN INC. P 2009-10-29 2010-02-04
ST JUDE MEDICAL INC. P 2009-09-25 2010-02-23
QUALCOMM INC. P 2009-12-17 2010-03-16
PIMCO TOTAL RETURN FUND P 2009-06-30 2010-04-30
ILLUMINA INC. P 2009-12-04 2010-05-04
ANADARKO PETROLEUM P 2009-10-16 2010-05-04
COLUMBIA FDS SER TR I P 2009-06-30 2010-06-29
FMC TECHNOLOGIES INC. P 2008-10-31 2010-01-06
EATON CORP P 2008-06-17 2010-02-23
RESEARCH IN MOTION P 2008-05-16 2010-02-23
STERLITE INDS INDIA LTD P 2008-05-19 2010-03-19
APOLLO GROUP INC. P 2009-03-03 2010-04-30
CELANESE CORP P 2008-05-19 2010-05-04
PETROLEO BRASILEIRO SA P 2008-05-19 2010-05-04
COSTCO WHSL CORP P 2008-10-29 2010-05-04
FORWARD FDS INC GLOBAL EMERGING P 2008-05-01 2010-10-05
AKAMAI TECHNOLOGIES INC. P 2009-11-12 2010-02-04
QUALCOMM INC. P 2010-01-05 2010-02-23
JANUS INVT FUND P 2009-06-30 2010-04-05
APOLLO GROUP INC. P 2009-09-25 2010-04-30
LULULEMON ATHLETICA INC. P 2010-04-19 2010-05-04
BANCO SANTANDER CENTRAL P 2009-11-02 2010-05-04
JP MORGAN TR I US LARGE CAP CORE P 2010-05-14 2010-06-29
AMEROCA MOVIL S A P 2008-05-19 2010-01-29
HARRIS CORP P 2008-05-19 2010-02-23
GILEAD SCIENCES INC. P 2008-05-16 2010-02-23
STANLEY BLACK & DECKER INC. P 2008-05-19 2010-03-26
APPLE COMPUTER INC. P 2008-05-16 2010-04-30
COMMSCOPE INC. P 2008-05-19 2010-05-04
STANLEY BLACK & DECKER INC. P 2008-05-19 2010-05-04
COVANCE INC. P 2008-11-25 2010-05-04
PIMCO TOTAL RETURN FUND P 2009-06-30 2010-10-05
MEDCO HEALTH SOLUTIONS INC. P 2010-01-05 2010-02-11
NOVO-NORDISK A S ADR P 2010-01-14 2010-02-23
OLD MUT ADVISOR FDS II P 2009-06-30 2010-04-05
ILLUMINA INC. P 2009-12-04 2010-04-30
MEDCO HEALTH SOLUTIONS INC. P 2010-04-30 2010-05-04
BANK NEW YORK MELLON CORP P 2010-04-26 2010-05-04
PIMCO TOTAL RETURN FUND P 2009-06-30 2010-06-29
COVANCE INC. P 2008-05-16 2010-02-04
JP MORGAN & CHASE P 2008-05-19 2010-02-23
FMC TECHNOLOGIES INC. P 2008-11-06 2010-02-23
ARTIO INTL EQUITY FUND II P 2008-05-01 2010-04-05
ILLUMIINA INC. P 2008-11-06 2010-04-30
CONOCOPHILLIPS P 2008-05-19 2010-05-04
TJX COS INC. P 2008-05-19 2010-05-04
EXPEDITORS INTERNATIONAL WASH P 2008-05-16 2010-05-04
FORWARD FDS INC GLOBAL EMERGING P 2009-06-30 2010-10-05
MOSAIC CO P 2009-07-01 2010-02-19
MOSAIC CO P 2009-04-20 2010-02-23
PIMCO TOTAL RETURN FUND P 2009-06-30 2010-04-05
AKAMAI TECHNOLOGIES INC. P 2009-07-30 2010-05-04
NOVO-NORDISK A S ADR P 2010-01-11 2010-05-04
COMMSCOPE INC. P 2010-02-23 2010-05-04
JANUS INVT FUND P 2010-05-14 2010-06-29
CELGENE CORP P 2008-05-16 2010-02-04
LORILLARD INC. P 2008-05-19 2010-02-23
EXPEDITORS INTERNATIONAL WASH P 2008-05-16 2010-02-23
ARTIO GLOBAL HIGH INCOME FUND P 2008-06-16 2010-04-05
AMERICA MOVIL S A P 2008-05-16 2010-04-30
CONSOL ENERGY INC. P 2008-05-19 2010-05-04
UNION PACIFIC CORP P 2008-05-19 2010-05-04
FMC TECHNOLOGIES INC. P 2008-12-01 2010-05-04
ARTIO INTL EQUITY FUND II P 2008-05-01 2010-11-08
CARNIVAL CORP P 2009-10-29 2010-02-19
MASTERCARD INC. P 2009-12-04 2010-02-23
COLUMBIA FDS SER TR P 2009-06-30 2010-04-05
ALLERGAN INC. P 2009-07-22 2010-05-04
O REILLY AUTOMOTIVE INC. P 2010-02-22 2010-05-04
CORNING INC. P 2009-09-03 2010-05-04
CREDIT SOISSE COMMODITY P 2010-05-14 2010-06-29
EXPEDITORS INTERNATIONAL WASH INC P 2008-05-16 2010-02-11
MORGAN STANLEY P 2008-05-19 2010-02-23
COVANCE INC. P 2008-05-16 2010-02-23
PIMCO FDS DEV LCLMKT INS P 2008-06-16 2010-04-05
TYCO INTL LTD P 2009-03-26 2010-05-04
DEVON ENERGY CORP P 2008-05-19 2010-05-04
VALE S A P 2008-05-19 2010-05-04
GILEAD SCIENCES INC. P 2008-05-16 2010-05-04
ARTIO GLOBAL HIGH INCOME FUND P 2008-06-16 2010-11-08
QAIGEN N V P 2009-10-01 2010-02-23
ILLUMINA INC. P 2010-02-11 2010-02-23
MEDCO HEALTH SOLUTIONS INC. P 2010-01-30 2010-04-06
AMAZON COM INC. P 2010-01-05 2010-05-04
PRAXAIR INC. P 2010-04-14 2010-05-04
ENERGIZER HOLDINGS INC. P 2009-06-01 2010-05-04
OLD MUT ADVISOR FDS P 2010-05-14 2010-11-08
FMC TECHNOLOGIES INC. P 2008-11-06 2010-02-11
NEWELL RUBBERMAID INC. P 2008-05-19 2010-02-23
COSTCO WHOLESALE CORP P 2008-10-29 2010-02-23
HARBOR INTERNATIONAL FUND P 2008-05-01 2010-04-05
RESEARCH IN MOTION LTD P 2008-10-02 2010-05-04
EATON CORP P 2008-06-17 2010-05-04
INVESCO LTD P 2008-05-19 2010-05-04
GOOGLE INC. P 2008-05-16 2010-05-04
PIMCO FDS DEV LCLMKT INS P 2008-06-16 2010-11-08
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 1,048   1,094 -46
b 68   66 2
c 17   17  
d 257   245 12
e 1,613   1,660 -47
1,040   841 199
257   231 26
815   800 15
199   188 11
125   216 -91
178   181 -3
493   599 -106
2,489   2,154 335
1,722   3,009 -1,287
2,290   2,714 -424
2,255   1,296 959
432   504 -72
317   177 140
45   19 26
117   135 -18
2,254   1,620 634
973   905 68
2,378   1,251 1,127
1,766   1,759 7
1,005   923 82
188   211 -23
97   135 -38
236   322 -86
310   344 -34
1,669   1,440 229
1,935   1,716 219
2,629   2,566 63
3,784   3,095 689
1,595   1,422 173
294   262 32
69   67 2
297   197 100
275   133 142
1,900   1,395 505
1,530   1,622 -92
1,216   901 315
333   293 40
276   568 -292
117   96 21
106   140 -34
253   322 -69
2,170   1,521 649
3,579   4,344 -765
2,979   2,544 435
2,867   2,408 459
302   198 104
252   196 56
13   13  
46   35 11
215   215  
1,588   1,316 272
1,131   1,078 53
558   234 324
985   923 62
1,829   1,368 461
55   87 -32
175   162 13
64   48 16
2,163   904 1,259
1,543   997 546
3,938   2,174 1,764
2,890   1,726 1,164
113   105 8
34   31 3
129   135 -6
242   204 38
681   689 -8
1,164   1,111 53
76   66 10
171   142 29
57   62 -5
57   85 -28
44   57 -13
278   272 6
1,372   1,550 -178
1,803   1,968 -165
2,795   3,051 -256
2,639   3,106 -467
1,114   1,141 -27
56   57 -1
236   235 1
228   195 33
3,788   3,395 393
3,030   2,489 541
1,273   1,417 -144
974   912 62
70   68 2
101   123 -22
121   142 -21
243   241 2
2,576   1,725 851
3,245   3,056 189
864   981 -117
505   794 -289
110   97 13
70   75 -5
945   723 222
176   148 28
665   521 144
1,175   1,000 175
412   438 -26
2,217   1,919 298
96   187 -91
121   87 34
247   241 6
545   281 264
1,323   908 415
991   574 417
4,199   2,141 2,058
152   155 -3
203   123 80
127   109 18
251   158 93
270   225 45
1,220   1,380 -160
571   540 31
1,285   1,387 -102
214   188 26
122   191 -69
83   62 21
313   478 -165
176   163 13
1,887   1,302 585
1,436   2,191 -755
2,920   3,250 -330
79   88 -9
242   322 -80
69   69  
483   247 236
266   245 21
526   566 -40
1,893   1,730 163
528   549 -21
226   281 -55
136   247 -111
44   57 -13
120   85 35
1,186   946 240
1,671   2,278 -607
2,644   2,044 600
1,348   1,287 61
556   817 -261
232   220 12
77   79 -2
273   318 -45
5,000   4,695 305
41   28 13
441   396 45
374   310 64
60   35 25
67   97 -30
68   141 -73
1,988   2,504 -516
465   577 -112
3,371   5,167 -1,796
3,678   6,635 -2,957
1,941   1,816 125
10,865   12,401 -1,536
103   95 8
231   231  
201   148 53
116   143 -27
2,463   2,665 -202
1,504   2,080 -576
1,301   1,409 -108
928   1,205 -277
280   372 -92
142   158 -16
27   24 3
264   188 76
2,845   3,135 -290
2,442   2,072 370
1,759   1,872 -113
5,000   4,489 511
313   317 -4
71   68 3
176   139 37
42   28 14
287   303 -16
1,761   1,815 -54
2,430   2,255 175
109   162 -53
40   47 -7
54   35 19
543   733 -190
167   113 54
3,354   5,315 -1,961
2,519   1,726 793
2,244   2,329 -85
7,425   5,000 2,425
662   456 206
59   40 19
2,405   2,286 119
3,352   1,429 1,923
3,097   2,445 652
224   169 55
424   454 -30
112   120 -8
152   146 6
295   376 -81
146   142 4
155   172 -17
2,980   6,898 -3,918
2,598   2,677 -79
2,444   922 1,522
410   524 -114
203   183 20
223   222 1
391   279 112
697   605 92
3,084   2,482 602
2,534   1,975 559
213   220 -7
231   329 -98
27   47 -20
112   112  
72   76 -4
309   168 141
3,688   6,786 -3,098
2,530   3,504 -974
1,810   2,419 -609
107   102 5
65   63 2
108   110 -2
256   256  
136   135 1
2,895   3,022 -127
1,735   1,574 161
316   287 29
228   141 87
96   148 -52
121   114 7
563   716 -153
2,686   3,412 -726
3,079   3,069 10
2,175   2,701 -526
3,159   3,247 -88
54   55 -1
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -46
b       2
c        
d       12
e       -47
      199
      26
      15
      11
      -91
      -3
      -106
      335
      -1,287
      -424
      959
      -72
      140
      26
      -18
      634
      68
      1,127
      7
      82
      -23
      -38
      -86
      -34
      229
      219
      63
      689
      173
      32
      2
      100
      142
      505
      -92
      315
      40
      -292
      21
      -34
      -69
      649
      -765
      435
      459
      104
      56
       
      11
       
      272
      53
      324
      62
      461
      -32
      13
      16
      1,259
      546
      1,764
      1,164
      8
      3
      -6
      38
      -8
      53
      10
      29
      -5
      -28
      -13
      6
      -178
      -165
      -256
      -467
      -27
      -1
      1
      33
      393
      541
      -144
      62
      2
      -22
      -21
      2
      851
      189
      -117
      -289
      13
      -5
      222
      28
      144
      175
      -26
      298
      -91
      34
      6
      264
      415
      417
      2,058
      -3
      80
      18
      93
      45
      -160
      31
      -102
      26
      -69
      21
      -165
      13
      585
      -755
      -330
      -9
      -80
       
      236
      21
      -40
      163
      -21
      -55
      -111
      -13
      35
      240
      -607
      600
      61
      -261
      12
      -2
      -45
      305
      13
      45
      64
      25
      -30
      -73
      -516
      -112
      -1,796
      -2,957
      125
      -1,536
      8
       
      53
      -27
      -202
      -576
      -108
      -277
      -92
      -16
      3
      76
      -290
      370
      -113
      511
      -4
      3
      37
      14
      -16
      -54
      175
      -53
      -7
      19
      -190
      54
      -1,961
      793
      -85
      2,425
      206
      19
      119
      1,923
      652
      55
      -30
      -8
      6
      -81
      4
      -17
      -3,918
      -79
      1,522
      -114
      20
      1
      112
      92
      602
      559
      -7
      -98
      -20
       
      -4
      141
      -3,098
      -974
      -609
      5
      2
      -2
       
      1
      -127
      161
      29
      87
      -52
      7
      -153
      -726
      10
      -526
      -88
      -1
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 4,947
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 . . . . . . . . . . . . .
Bracket 3 9,951
Part V
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?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2009      
2008      
2007      
2006      
2005      
2 Total of line 1, column (d) ...................... 2  
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3  
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 205
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 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  
3 Add lines 1 and 2............................ 3 205
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 205
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 120
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 120
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 85
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletSC
    b
    If the answer is “Yes” to line 7, has the 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 .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    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
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBANK OF AMERICA Telephone no.bullet (864) 271-5924
    Located atbullet7 N LAURENS STREETGREENVILLESC ZIP+4bullet29601
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
     
    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 bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the 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.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation 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
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (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)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    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?............
    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?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    LINDA M ROBERTSONClick to see attachment PRESIDENT
    5.00
    0 0 0
    PO BOX 9443
    PO BOX 9443
    GREENVILLE,SC29609
    KIM REDMONDClick to see attachment ADMINISTRATO
    10.00
    10,765 0 0
    12 E TALLULAH DRIVE
    12 E TALLULAH DRIVE
    GREENVILLE,SC29605
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    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...................
    1a
    344,659
    b
    Average of monthly cash balances.......................
    1b
    10,068
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    354,727
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    354,727
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    5,321
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    349,406
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    17,470
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    17,470
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    205
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    205
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    17,265
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    17,265
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    17,265
    Part XII
    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 ..........
    1a
    35,407
    b
    Program-related investments—total from Part IX-B..................
    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)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    35,407
    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 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    35,407
    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.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2009
    (c)
    2009
    (d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 17,265
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 30,613
    b From 2006....... 46,235
    c From 2007....... 47,975
    d From 2008....... 29,026
    e From 2009....... 24,186
    fTotal of lines 3a through e......... 178,035
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 35,407
    a Applied to 2009, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2010 distributable amount..... 17,265
    e Remaining amount distributed out of corpus 18,142
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 196,177
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c 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......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
     
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
     
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 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) ...........
     
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    30,613
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    165,564
    10 Analysis of line 9:
    a Excess from 2006.... 46,235
    b Excess from 2007.... 47,975
    c Excess from 2008.... 29,026
    d Excess from 2009.... 24,186
    e Excess from 2010.... 18,142
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating 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 effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    PEACE CENTER
    PEACE CENTER
    101 W BROAD STREET
    101 W BROAD STREET
    GREENVILLE,SC29601
      EXEMPT GENERAL FUNDS 1,000
    MIRACLE HILL MINISTRIES
    MIRACLE HILL MINISTRIES
    PO BOX 2546
    PO BOX 2546
    GREENVILLE,SC29602
      EXEMPT GENERAL FUNDS 24,000
    PRAISE CATHEDRAL CHURCH
    PRAISE CATHEDRAL CHURCH OF GOD
    3390 BRUSHY CREEK ROAD
    3390 BRUSHY CREEK ROAD
    GREER,SC29650
      EXEMPT GENERAL FUNDS 4,000
    PIONEER INTERNATIONAL
    PIONEER INTERNATIONAL
    10123 WILLIAM CAREY DR
    10123 WILLIAM CAREY DR
    ORLANDO,FL32832
      EXEMPT GENERAL FUNDS 500
    HIDDEN TREASURE CHRISTIAN
    HIDDEN TREASURE CHRISTIAN SCHOOL
    500 W LEE ROAD
    500 W LEE ROAD
    TAYLORS,SC29687
      EXEMPT GENERAL FUNDS 1,100
    YOUNG LIFE
    YOUNG LIFE
    2320 EAST NORTH STREET
    2320 EAST NORTH STREET
    GREENVILLE,SC29601
      EXEMPT GENERAL FUNDS 3,600
    Total .................................bullet 3a 34,200
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 8,593  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     14 4,947  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFOREIGN TAX REFUNDS         17
    bCLASS ACTION SETTLEMENTS         158
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   13,540 175
    13Total. Add line 12, columns (b), (d), and (e)...................
    1313,715
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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 market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEE 845     845

    TY 2010 CompensationExplanation
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Person Name Explanation
    LINDA M ROBERTSON  
    KIM REDMOND  

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGCO CORP    
    AKAMAI TECHNOLOGIES, INC.    
    ALLERGAN INC.    
    ALPHA NAT RES INC.    
    AMAZON COM INC.    
    AMERICA MOVIL S A B DE C V    
    AMERISOURCEBERGEN CORP    
    ANADARKO PETE CORP    
    APOLLO GROUP INC    
    APPLE INC.    
    ARTIO INTL EQUITY FUND II 21,449 17,988
    ARTIO GLOBAL HIGH INCOME FUND 4,549 4,552
    ASTON MONTAG & CALDWELL GROWTH FUND 41,700 45,616
    AVON PRODUCTS    
    BANCO SANTANDER SA    
    BAXTER INTL INC.    
    BLACK & DECKER CORP    
    CME GROUP INC.    
    CARNIVAL CORP    
    CELANESE CORP DEL    
    CELGENE CORP    
    COLUMBIA SELECT SMALL CAP FUND 9,212 14,873
    COMMSCOPE INC.    
    CONOCOPHILLIPS    
    CONSOL ENERGY INC.    
    CORNING INC.    
    COSTCO WHSL CORP    
    COVANCE INC.    
    CREDIT SUISSE COMMODIT - RETURN 6,637 7,808
    DEAN FOODS CO    
    DEVON ENERGY CORP NEW    
    EMC CORP    
    EATON CORP    
    ENERGIZER HOLDINGS INC.    
    EXPEDITORS INTL WASHINGTON INC.    
    FMC TECHNOLOTIES    
    FORWARD FDS    
    FREEPORT-MCMORAN COPPER    
    GAMESTOP CORP    
    GILEAD SCIENCES INC.    
    GOLDMAN SACHS GROUP INC.    
    GOOGLE INC.    
    HARBOR INTERNATIONAL FUN 21,463 20,102
    HARRIS CORP DEL    
    ILLUMINA INC    
    INTERNATIONAL BUSINESS MACHINES    
    JP MORGAN CHASE & CO    
    JP MORGAN US LARGE CAP CORE PLUS FUN 41,668 46,733
    JANUS INVT FUND 11,406 15,638
    JOHN HANCOCK CLASSIC VALUE FD 41,660 45,240
    LAZARD FUNDS EMERGING MKTS 33,351 36,741
    LORILLARD INC.    
    MASTERCARD INC.    
    MEDCO HEALTH SOLUTIONS INC.    
    METLIFE INC.    
    MORGAN STANLEY    
    MOSAIC CO    
    NEWELL RUBBERMAID INC.    
    OLD MUTUAL TW & W MID CAP VALUE 11,924 14,551
    PIMCO DEVELOPING LOCAL MKTS FUND 2,581 2,505
    PIMCO TOTAL RETURN FUND 64,853 67,335
    PETROLEO BRASILEIRO SA PETROBR    
    PRICE T ROWE GROUP INC.    
    PRICELINE COM INC.    
    QUALCOMM INC.    
    RESEARCH IN MOTION LTD.    
    ST JUDE MED INC.    
    SALESFORCE COM INC.    
    STAPLES INC.    
    STATE STR CORP    
    STERLITE INDS INDIA LTD    
    TJX COS INC.    
    UNION PACIFIC CORP    
    VALE S A    
    INVESCO LTD    
    ACE LTD    
    ALCON INC    
    TYCO INTL LTD    
    QIAGEN N V    

    TY 2010 OtherDecreasesSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Description Amount
    OTHER 292


    TY 2010 OtherExpensesSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    INVESTMENT EXPENSES 2 2    
    ADG PAYROLL FEE 362     362


    TY 2010 OtherIncomeSchedule2
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOREIGN TAX REFUNDS 17 17 17
    CLASS ACTION SETTLEMENTS 158 158 158


    TY 2010 OtherIncreasesSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Description Amount
    FEDERAL TAX REFUND 1,394


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL AND MANAGEMENT FEES 3,287 3,287    


    TY 2010 TaxesSchedule
    Name:
    LINDA MOODY ROBERTSON FOUNDATION
    EIN: 58-2307536
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 170 170