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
The Lisa McGraw Figure Skating Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O ROCKEFELLER CO30 ROCKEFELLER PLAZARoom/suite
City or town, state, and ZIP code
New York, NY10112
A Employer identification number

22-3473319
B Telephone number (see page 10 of the instructions)

(212) 549-5100
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$4,941,346
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) 0
2 Check bullet
3 Interest on savings and temporary cash investments 69,682 69,682  
4 Dividends and interest from securities...... 53,685 53,685  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 143,802
b Gross sales price for all assets on line 6a 1,110,774
7 Capital gain net income (from Part IV, line 2)... 143,802
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)....... 1,975 0 0
12 Total. Add lines 1 through 11........ 269,144 267,169 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 918 612 0 306
b Accounting fees (attach schedule)....... 14,800 9,867 0 4,933
c Other professional fees (attach schedule).... 21,667 21,667    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 9,313 3,913    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 9,141 9,141    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,839 45,200 0 5,239
25 Contributions, gifts, grants paid........ 162,293 162,293
26 Total expenses and disbursements. Add lines 24 and 25 218,132 45,200 0 167,532
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 51,012
b Net investment income (if negative, enter -0-) 221,969
c Adjusted net income (if negative, enter -0-)... 0
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...............      
2 Savings and temporary cash investments.......... 23,295 43,643 43,643
3 Accounts receivable bullet2,943
Less: allowance for doubtful accounts bullet   0 2,943 2,943
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) 141,801 Click to see attachment363,388 371,282
b Investments—corporate stock (attach schedule)........ 1,962,047 Click to see attachment2,092,503 2,672,791
c Investments—corporate bonds (attach schedule)........ 1,390,531 Click to see attachment1,113,610 1,173,780
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 419,847 Click to see attachment364,206 676,907
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) 3,937,521 3,980,293 4,941,346
Liabilities 17 Accounts payable and accrued expenses.......... 8,240 0
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).......... 8,240 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......... 3,929,281 3,980,293
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,929,281 3,980,293
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,937,521 3,980,293
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 3,929,281
2 Enter amount from Part I, line 27a...................... 2 51,012
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 3,980,293
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 3,980,293
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 420 SH. ARM HOLDING PLC P 2009-06-10 2010-02-09
b 430 SH. ARM HOLDING PLC P 2009-06-11 2010-02-09
c 760 SH. ARM HOLDING PLC P 2009-06-09 2010-02-10
d 1230 SH. ARM HOLDING PLC P 2009-06-10 2010-02-10
e 430 SH. ARM HOLDING PLC P 2009-06-09 2010-02-11
130 SH. BANK OF CYPRUS PUBLIC P 2010-03-08 2010-06-07
250 SH. BANK OF CYPRUS PUBLIC P 2010-03-08 2010-06-08
200 SH. BANK OF CYPRUS PUBLIC P 2010-03-05 2010-06-09
50 SH. BANK OF CYPRUS PUBLIC P 2010-03-08 2010-06-09
250 SH. BANK OF CYPRUS PUBLIC P 2010-03-05 2010-06-10
90 SH. BANK OF CYPRUS PUBLIC P 2010-03-04 2010-06-11
20 SH. BANK OF CYPRUS PUBLIC P 2010-03-05 2010-06-11
140 SH. BANK OF CYPRUS PUBLIC P 2010-03-09 2010-06-11
230 SH. BANK OF CYPRUS PUBLIC P 2010-03-04 2010-06-14
230 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-15
50 SH. BANK OF CYPRUS PUBLIC P 2010-03-04 2010-06-15
150 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-16
60 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-17
20 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-18
50 SH. CARLSBERG A/S P 2009-09-11 2010-01-13
30 SH. CARLSBERG A/S P 2009-09-11 2010-01-14
20 SH. CARLSBERG A/S P 2009-09-14 2010-01-14
50 SH. CARLSBERG A/S P 2009-09-15 2010-01-14
40 SH. CARLSBERG A/S P 2009-09-10 2010-01-15
60 SH. CARLSBERG A/S P 2009-09-10 2010-01-19
50 SH. CARLSBERG A/S P 2009-09-09 2010-01-20
99 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-17 2010-07-01
131 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-18 2010-07-01
119 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-16 2010-07-02
11 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-17 2010-07-02
119 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-14 2010-07-06
11 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-16 2010-07-06
239 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-11 2010-07-07
11 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-14 2010-07-07
239 SHS. COMPAGNIE FINANCIERE RICHEMONT P 2009-09-16 2010-01-07
120 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-17 2010-01-07
250 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-21 2010-01-07
120 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-22 2010-01-07
180 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-23 2010-01-07
410 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-24 2010-01-07
50 SH. INTERTEK GROUP PLC P 2009-12-14 2010-10-29
40 SH. INTERTEK GROUP PLC P 2009-12-16 2010-10-29
10 SH. INTERTEK GROUP PLC P 2009-12-30 2010-10-29
10 SH. INTERTEK GROUP PLC P 2009-12-31 2010-10-29
30 SH. INTERTEK GROUP PLC P 2010-01-04 2010-10-29
5640 SH. INTESA SANPAOLO P 2009-05-08 2010-01-21
180 SH. INTESA SANPAOLO P 2009-05-11 2010-01-21
1360 SH. INTESA SANPAOLO P 2009-05-12 2010-01-21
1180 SH. INTESA SANPAOLO P 2009-05-11 2010-01-22
2170 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-07
360 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-08
180 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-09
300 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-10
120 SH. NOBEL BIOCARE HOLDING AG P 2010-02-03 2010-10-29
150 SH.NOBEL BIOCARE HOLDING AG P 2010-02-02 2010-11-01
120 SH. NOBEL BIOCARE HOLDING AG P 2010-02-03 2010-11-01
40 SH. NOBEL BIOCARE HOLDING AG P 2010-02-02 2010-11-02
140 SH. NOBEL BIOCARE HOLDING AG P 2010-02-04 2010-11-02
10 SH. NOBLE ENERGY, INC. P 2009-07-29 2010-03-03
140 SH. NOBLE ENERGY, INC. P 2009-07-30 2010-03-03
90 SH. NOBLE ENERGY, INC. P 2009-07-29 2010-03-15
30 SH. NOBLE ENERGY, INC. P 2009-07-29 2010-03-16
40 SH. WELLPOINT INC. P 2009-08-06 2010-02-09
50 SH. WELLPOINT INC. P 2009-08-07 2010-02-09
90 SH. WELLPOINT INC. P 2009-07-20 2010-04-20
120 SH. WELLPOINT INC. P 2009-08-06 2010-04-20
60 SH. AMERIPRISE FINANCIAL, INC. P 2009-10-01 2010-11-24
110 SH. AMERIPRISE FINANCIAL, INC. P 2009-10-02 2010-11-24
110 SH. AMGEN INC. P 2009-10-22 2010-12-02
305 SH. AMGEN INC. P 2009-03-13 2010-12-03
65 SH. AMGEN INC. P 2009-10-22 2010-12-03
220 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-02
150 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-06
70 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-07
570 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-20
1840 SH. ARM HOLDING PLC P 2009-06-05 2010-06-11
500 SH. ARM HOLDING PLC P 2009-06-08 2010-06-11
700 SH. ARM HOLDING PLC P 2009-06-09 2010-06-11
450 SH. ARM HOLDING PLC P 2009-06-04 2010-06-14
530 SH. ARM HOLDING PLC P 2009-06-05 2010-06-14
1230 SH. ARM HOLDING PLC P 2009-06-04 2010-06-15
30 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-16 2010-02-02
10 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-18 2010-02-02
30 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-24 2010-02-02
30 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-25 2010-02-02
10 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-15 2010-02-03
30 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-16 2010-02-03
30 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-21 2010-02-03
20 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-15 2010-02-04
300 SH. BP PLC - SPONS ADR P 1997-06-09 2010-05-28
700 SH. BP PLC - SPONS ADR P 2003-03-28 2010-05-28
120 SH. CAPITAL ONE FINANCIAL CORP. P 2009-08-07 2010-08-24
10 SH. CAPITAL ONE FINANCIAL CORP. P 2009-08-10 2010-08-24
300 SH. CAPITAL ONE FINANCIAL CORP. P 2009-05-29 2010-08-25
110 SH. CAPITAL ONE FINANCIAL CORP. P 2009-08-10 2010-08-25
540 SH. CAPITAL ONE FINANCIAL CORP. P 2009-05-29 2010-10-07
85846.41 SH. CENTERPOINT CNP 4.97% 8/1/14 P 2005-12-12 2010-02-01
63696.53 SH. CENTERPOINT CNP 4.97% 8/1/14 P 2005-12-12 2010-08-01
1070 SH. COMCAST CORPORATION - CL A P 2007-12-10 2010-05-03
50000 SH. CVS CORP, 5.75% P 2009-02-10 2010-08-19
75000 SH. FFCB 3.23% 07/14/14 P 2009-07-07 2010-07-14
80 SH. GENZYME CORPORATION P 2009-03-13 2010-04-20
130 SH. GENZYME CORPORATION P 2009-03-16 2010-04-20
60 SH. GENZYME CORPORATION P 2009-03-13 2010-04-21
10 SH. GENZYME CORPORATION P 2009-03-13 2010-08-10
30 SH. GENZYME CORPORATION P 2009-07-22 2010-08-10
150 SH. GENZYME CORPORATION P 2009-07-22 2010-08-12
25 SH. GENZYME CORPORATION P 2009-07-22 2010-10-29
70 SH. GENZYME CORPORATION P 2009-08-06 2010-10-29
75 SH. GENZYME CORPORATION P 2009-08-07 2010-10-29
350 SH. HOLOGIC, INC. P 2007-08-17 2010-03-12
140 SH. HOLOGIC, INC. P 2007-08-20 2010-03-12
400 SH. HOLOGIC, INC. P 2007-08-17 2010-11-03
30 SH. HOLOGIC, INC. P 2007-08-17 2010-11-04
180 SH. HOLOGIC, INC. P 2007-08-21 2010-11-04
500 SH. HOLOGIC, INC. P 2008-05-01 2010-11-04
80 SH. HOLOGIC, INC. P 2008-05-02 2010-11-04
60 SH. HOLOGIC, INC. P 2008-05-05 2010-11-04
30 SH. HOLOGIC, INC. P 2008-05-09 2010-11-04
340 SH. HONEYWELL INC. P 2005-12-20 2010-04-13
50 SH. INT'L BUSINESS MACHINES CORP. P 2006-07-18 2010-03-15
60 SH. INT'L BUSINESS MACHINES CORP. P 2008-10-09 2010-03-15
20 SH. INT'L BUSINESS MACHINES CORP. P 2008-10-13 2010-03-15
80 SH. INT'L BUSINESS MACHINES CORP. P 2006-07-17 2010-04-27
350 SH. INT'L BUSINESS MACHINES CORP. P 2006-07-18 2010-04-27
50 SH. LAB CORP OF AMERICA HOLDINGS P 2009-05-07 2010-05-18
240 SH. LAB CORP OF AMERICA HOLDINGS P 2009-05-08 2010-05-18
400 SH. MICROSOFT CORP. P 2007-08-07 2010-03-17
460 SH. NESTLE S.A. REGISTERED SHARES P 2008-12-16 2010-04-20
460 SH. NESTLE S.A. REGISTERED SHARES P 2008-12-16 2010-04-21
270 SH. NOVARTIS AG - ADR P 2006-02-01 2010-05-11
80 SH. NOVARTIS AG - ADR P 2006-02-01 2010-06-07
10 SH. NOVARTIS AG - ADR P 2007-08-07 2010-06-07
70 SH. NOVARTIS AG - ADR P 2007-08-09 2010-06-07
200 SH. REPUBLIC SERVICES INC. CL A P 2007-04-16 2010-02-02
150 SH. REPUBLIC SERVICES INC. CL A P 2007-04-17 2010-02-02
190 SH. REPUBLIC SERVICES INC. CL A P 2007-04-18 2010-02-02
250 SH. REPUBLIC SERVICES INC. CL A P 2007-04-13 2010-04-13
180 SH. REPUBLIC SERVICES INC. CL A P 2007-04-16 2010-04-13
10 SH. ROGERS COMMUNICATIONS -CL B P 2008-10-29 2010-05-07
310 SH. ROGERS COMMUNICATIONS -CL B P 2008-10-30 2010-05-07
390 SH. ROGERS COMMUNICATIONS -CL B P 2008-10-29 2010-05-10
250 SH. THE TRAVELERS COMPANIES, INC. P 2009-03-13 2010-04-27
280 SH. THE TRAVELERS COMPANIES, INC. P 2009-03-13 2010-04-28
150 SH. WALGREEN CO. P 2008-12-01 2010-02-09
120 SH. WALGREEN CO. P 2009-03-16 2010-08-24
80 SH. WALGREEN CO. P 2008-12-01 2010-08-25
290 SH. WALGREEN CO. P 2009-03-13 2010-08-25
10 SH. WALGREEN CO. P 2009-03-16 2010-08-25
500 SH. WALGREEN CO. P 2008-12-02 2010-10-29
120 SH. WELLS FARGO COMPANY P 2009-03-13 2010-03-15
130 SH. YUM! BRANDS, INC. P 2008-10-09 2010-05-11
40 SH. YUM! BRANDS, INC. P 2008-10-09 2010-05-12
110 SH. YUM! BRANDS, INC. P 2008-10-10 2010-05-12
270 SH. ZIMMER HOLDINGS, INC. P 2008-01-08 2010-02-02
30 SH. ZIMMER HOLDINGS, INC. P 2008-01-08 2010-02-03
50 SH. ZIMMER HOLDINGS, INC. P 2008-09-22 2010-02-03
80 SH. ZIMMER HOLDINGS, INC. P 2008-09-23 2010-02-03
80 SH. ZIMMER HOLDINGS, INC. P 2008-09-23 2010-02-04
30 SH. ZIMMER HOLDINGS, INC. P 2008-09-24 2010-02-04
NET F/X GAIN/LOSS P    
MCKESSON HBOC INC SEC LIT   2000-01-01 2010-01-06
NORTEL SECURITIES LITIGATION P 2000-01-01 2010-05-20
MERRILL LYNCH SEC LITIGATION P 2000-01-01 2010-07-08
LUCENT TECHNOLOGIES SEC LIT P 2000-01-01 2010-07-13
TYCO INTL LTD SEC LITIGATION P 2000-01-01 2010-09-15
CENDANT CORP. SEC LITIGATION P 2000-01-01 2010-12-29
(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 1,314   744 570
b 1,345   767 578
c 2,341   1,344 997
d 3,789   2,180 1,609
e 1,338   760 578
487   866 -379
911   1,666 -755
759   1,297 -538
190   333 -143
973   1,622 -649
363   567 -204
81   130 -49
564   901 -337
984   1,450 -466
980   1,446 -466
213   315 -102
647   943 -296
259   377 -118
88   126 -38
3,835   3,775 60
2,299   2,265 34
1,533   1,501 32
3,831   3,741 90
3,043   2,991 52
4,573   4,487 86
3,732   3,672 60
3,419   3,230 189
4,524   4,304 220
4,046   3,881 165
374   359 15
4,316   3,843 473
399   359 40
8,549   7,581 968
393   355 38
1,378   1,511 -133
1,181   1,274 -93
2,460   2,646 -186
1,181   1,293 -112
1,771   1,928 -157
4,034   4,281 -247
1,487   1,005 482
1,190   800 390
297   202 95
297   204 93
892   612 280
24,113   19,550 4,563
770   611 159
5,815   4,696 1,119
4,858   4,009 849
5,143   7,295 -2,152
857   1,210 -353
446   605 -159
738   1,009 -271
1,979   3,707 -1,728
2,439   4,621 -2,182
1,951   3,707 -1,756
648   1,232 -584
2,268   4,255 -1,987
727   561 166
10,183   8,367 1,816
6,574   5,052 1,522
2,209   1,684 525
2,443   2,020 423
3,054   2,588 466
5,395   4,482 913
7,194   6,060 1,134
3,119   2,231 888
5,718   4,060 1,658
5,889   6,243 -354
16,382   15,412 970
3,491   3,689 -198
7,711   6,566 1,145
5,322   4,477 845
2,454   2,089 365
20,323   17,011 3,312
7,635   3,198 4,437
2,075   872 1,203
2,905   1,238 1,667
1,942   767 1,175
2,288   921 1,367
5,297   2,097 3,200
1,085   1,061 24
362   357 5
1,085   1,064 21
1,085   1,063 22
364   349 15
1,091   1,061 30
1,091   1,059 32
707   699 8
12,927   11,029 1,898
30,163   27,533 2,630
4,503   4,133 370
375   344 31
11,072   7,052 4,020
4,060   3,781 279
21,233   12,694 8,539
85,846   85,820 26
63,697   63,679 18
21,601   19,728 1,873
52,300   50,846 1,454
75,000   75,000  
4,269   4,509 -240
6,937   7,380 -443
3,278   3,382 -104
676   564 112
2,028   1,557 471
9,872   7,783 2,089
1,804   1,297 507
5,050   3,434 1,616
5,411   3,606 1,805
6,520   8,635 -2,115
2,608   3,470 -862
6,380   9,868 -3,488
476   740 -264
2,853   4,410 -1,557
7,926   11,427 -3,501
1,268   1,834 -566
951   1,329 -378
476   677 -201
15,504   13,015 2,489
6,373   3,688 2,685
7,647   5,596 2,051
2,549   1,800 749
10,349   5,887 4,462
45,275   25,815 19,460
3,863   3,242 621
18,540   15,715 2,825
11,857   11,789 68
22,445   16,966 5,479
22,288   16,966 5,322
13,034   15,020 -1,986
3,646   4,450 -804
456   551 -95
3,190   3,873 -683
5,384   5,618 -234
4,038   4,269 -231
5,115   5,366 -251
7,427   6,918 509
5,347   5,056 291
344   264 80
10,672   8,705 1,967
13,678   10,294 3,384
12,698   9,321 3,377
14,241   10,439 3,802
5,038   3,573 1,465
3,363   2,909 454
2,203   1,906 297
7,986   6,921 1,065
275   242 33
16,955   11,822 5,133
3,542   1,689 1,853
5,463   3,702 1,761
1,677   1,139 538
4,611   2,875 1,736
15,610   18,579 -2,969
1,721   2,064 -343
2,868   3,394 -526
4,590   5,418 -828
4,496   5,418 -922
1,686   2,027 -341
    291 -291
842     842
27     27
820     820
105     105
155     155
102     102
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       570
b       578
c       997
d       1,609
e       578
      -379
      -755
      -538
      -143
      -649
      -204
      -49
      -337
      -466
      -466
      -102
      -296
      -118
      -38
      60
      34
      32
      90
      52
      86
      60
      189
      220
      165
      15
      473
      40
      968
      38
      -133
      -93
      -186
      -112
      -157
      -247
      482
      390
      95
      93
      280
      4,563
      159
      1,119
      849
      -2,152
      -353
      -159
      -271
      -1,728
      -2,182
      -1,756
      -584
      -1,987
      166
      1,816
      1,522
      525
      423
      466
      913
      1,134
      888
      1,658
      -354
      970
      -198
      1,145
      845
      365
      3,312
      4,437
      1,203
      1,667
      1,175
      1,367
      3,200
      24
      5
      21
      22
      15
      30
      32
      8
      1,898
      2,630
      370
      31
      4,020
      279
      8,539
      26
      18
      1,873
      1,454
       
      -240
      -443
      -104
      112
      471
      2,089
      507
      1,616
      1,805
      -2,115
      -862
      -3,488
      -264
      -1,557
      -3,501
      -566
      -378
      -201
      2,489
      2,685
      2,051
      749
      4,462
      19,460
      621
      2,825
      68
      5,479
      5,322
      -1,986
      -804
      -95
      -683
      -234
      -231
      -251
      509
      291
      80
      1,967
      3,384
      3,377
      3,802
      1,465
      454
      297
      1,065
      33
      5,133
      1,853
      1,761
      538
      1,736
      -2,969
      -343
      -526
      -828
      -922
      -341
      -291
      842
      27
      820
      105
      155
      102
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 2 143,802
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  
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 206,215 4,189,608 0.049221
2008 85,573 4,829,522 0.017719
2007 111,588 5,379,099 0.020745
2006 402,482 5,022,295 0.080139
2005 318,851 4,827,050 0.066055
2 Total of line 1, column (d) ...................... 2 0.233879
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 0.046776
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 4,600,027
5 Multiply line 4 by line 3....................... 5 215,171
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,220
7 Add lines 5 and 6......................... 7 217,391
8 Enter qualifying distributions from Part XII, line 4.............. 8 167,532
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 4,439
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 4,439
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 4,439
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 5,443
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 5,443
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,004
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet1,004 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
 
No
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)bulletNJ
    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 ofbulletROCKEFELLER & CO Telephone no.bullet (212) 549-5100
    Located atbullet30 ROCKEFELLER PLAZA ROOM 5600NEW YORKNY ZIP+4bullet10112
    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
     
    No
    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
     
     
    .........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
     
    No
    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
     
     
    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
     
    No
    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
    ELIZABETH M WEBSTER PRESIDENT & TRUSTEE
    0
    0 0 0
    172 MOUNTAIN VIEW ROAD
    PRINCETON,NJ08540
    CURTIS M WEBSTER VP & TRUSTEE
    0
    0 0 0
    2 CORNELIA STREET
    NEW YORK,NY10014
    PAUL WYLIE TRUSTEE
    0
    0 0 0
    9819 DEERBROOK LANE
    CHARLOTTE,NC28210
    THEO M WEBSTER TREASURER
    0
    0 0 0
    62 STONE STREET
    NEW BRUNSWICK,NJ08901
    SAMUEL W LAMBERT III SECRETARY
    0
    0 0 0
    115 NORTH ROAD
    PRINCETON,NJ08540
    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
     
    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
     
    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 NONE  
    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
    3,918,732
    b
    Average of monthly cash balances.......................
    1b
    103,559
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    647,787
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,670,078
    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
    0
    3
    Subtract line 2 from line 1d..........................
    3
    4,670,078
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    70,051
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,600,027
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    230,001
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    230,001
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    4,439
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,439
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    225,562
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    225,562
    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
    225,562
    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
    167,532
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    167,532
    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
    167,532
    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 7 225,562
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only.......  
    b Total for prior years:2008, 2007, 2006  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 83,834
    b From 2006....... 159,995
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 243,829
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 167,532
    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..... 167,532
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 58,030 58,030
    (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 5 185,799
    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) .............
    25,804
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    159,995
    10 Analysis of line 9:
    a Excess from 2006.... 159,995
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    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).)
    ELIZABETH M WEBSTER
    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.
    NA
    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
    ICE THEATER OF NEW YORK
    59 CHELSEA PIERS 5911
    NEW YORK,NY10011
        GENERAL FUND 29,525
    FIGURE SKATING IN HARLEM INC
    361 WEST 125TH STREET
    NEW YORK,NY10027
        GENERAL FUND 20,000
    THE SKATERS' FUND INC
    252 WILLIAM LIVINGSTON COURT
    PRINCETON,NJ08540
        GENERAL FUND 25,000
    US FIGURE SKATING
    20 FIRST STREET
    COLORADO SPRINGS,CO80906
        GENERAL FUND 82,768
    ELIOT HOUSE JIMMY FUND COMMITTEE
    533 ELIOT HOUSE MAIL CENTER
    CAMBRIDGE,MA02138
        GENERAL FUND 5,000
    Total .................................bullet 3a 162,293
    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     14 69,682  
    4 Dividends and interest from securities....     14 53,685  
    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     18 143,802  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER PORTFOLIO INCOME THRU K-1     14 1,975  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   269,144  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13269,144
    (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:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCKEFELLER & CO. 14,800 9,867   4,933

    TY 2010 AllOthProgRltdInvestmentsSch
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 AMERICAN EXP, 7.25% 5/20 49,943 56,961
    25000 AUTOZONE, 6.95% DUE 6/15 25,250 28,947
    15000 BANK OF AMER CO 5.75% 8/ 15,092 15,322
    50000 BOFA CORP NOTES 7.375% 5 49,801 55,579
    25000 BEAR STEARNS CO. 5.3% 10 24,661 27,130
    60000 BOTTLING GROUP LLC NOTES 60,876 66,133
    50000 CATERPILLAR FIN 5.75% 02 49,994 52,772
    281323 CENTERPOINT CNP 4.97% 8 281,251 289,209
    30000 CITIGROUP INC. 5.5% 10/1 29,882 32,323
    50000 CVS CORP, 5.75% DUE 08/1 0 0
    75000 FFCB 5.00% 2/23/23 75,000 79,248
    50000 FHLB 3.40% DUE 06/17/14 50,537 53,353
    25000 FHLB 3.40% DUE 06/17/14 0 0
    100000 FFCB 2.125% DUE 06/18/1 99,881 102,294
    50000 FEDERAL HOME LOAN BANK F 0 0
    25000 GENERAL ELEC CAP CORP 5. 0 0
    75000 GE CAP CORP 4.00% 2/15/1 75,000 77,073
    50000 GE CAP.CORP, 5.9% 05/13/ 49,960 55,338
    25000 GENERAL ELEC CAP CORP 5. 25,000 25,695
    40000 J&J 5.15% DUE 07/15/2018 42,949 45,521
    25000 MICROSOFT CORP 2.95% 06/ 25,101 26,024
    25000 ORACLE CORP. 4.95% 4/15 25,972 27,235
    37000 ROYAL BANK OF SCOT GRP P 37,517 35,593
    20000 STATOIL 5.125% DUE 04/30 19,943 22,030

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVANCE AUTO PARTS, INC. 17,243 29,767
    AERCAP HOLDINGS NV 19,514 19,768
    ALEXION PHARMACEUTICALS, INC. 11,393 20,137
    ALLSTATE CORPORATION 30,622 28,851
    AMERIPRISE FINANCIAL, INC. 27,431 43,163
    AMGEN INC. 0 0
    ANADARKO PETROLEUM CORPORATION 55,362 69,686
    ANGLO AMERICAN PLC 0 0
    ANNALY MORTGAGE MANAGEMENT INC 20,822 21,862
    APACHE CORPORATION 37,470 52,461
    APPLE INC. 43,848 54,835
    ARM HOLDING PLC 0 0
    AVERY DENNISON CORP. 30,844 44,457
    BAKER HUGHES INCORPORATED 30,236 41,162
    BANK OF AMERICA CORPORATION 44,498 34,150
    BIOMARIN PHARMACEUTICAL INC. 16,287 18,312
    BNP PARIBAS 41,870 41,516
    BOSKALIS WESTMINSTER - CVA 20,284 31,322
    BP PLC - SPONS ADR    
    CAPITAL ONE FINANCIAL CORP. 0 0
    CAREFUSION CORPORATION 34,357 42,919
    CARLSBERG A/S 0 0
    CENTRICA PLC 37,962 52,177
    CHEVRON CORPORATION 20,604 57,488
    CHINA AGRI-INDUSTRIES HOLDINGS 19,013 17,019
    CHINA HIGH SPEED TRANSMISSION 10,787 7,744
    CHINA MOBILE (HONG KONG) LIMIT 18,419 22,329
    CHUNGHWA TELECOM LTD ADR 20,861 26,786
    CISCO SYSTEMS, INC. 45,536 53,003
    CIT GROUP, INC. 18,013 23,079
    COMCAST CORPORATION - CL A 29,599 41,963
    COMERICA INCORPORATED 24,767 27,878
    COMMUNITY HEALTH CARE 33,670 30,270
    COMPAGNIE FINANCIERE RICHEMONT 0 0
    CONTINENTAL RESOURCES, INC. 12,971 32,368
    COVIDIEN LIMITED 26,144 33,332
    CREDIT SUISSE GROUP 26,008 26,269
    ERICSSON (LM) TEL - SP ADR 0 0
    FEDEX CORPORATION 28,084 40,459
    GALAXY ENTERTAINMENT GROUP LTD 12,632 16,301
    GENZYME CORPORATION    
    GOLDMAN SACHS GROUP, INC. 15,926 27,410
    GOOGLE INC - CLASS A 69,795 66,525
    HERTZ GLOBAL HOLDINGS INC. 25,475 30,719
    HEWLETT-PACKARD COMPANY 37,375 37,890
    HOLOGIC, INC. 0 0
    HONEYWELL INC. 42,180 59,008
    HUMAN GENOME SCIENCES INC. 11,642 10,989
    HYUNDAI MOBIS 20,260 34,594
    INTEL CORP. 17,501 25,236
    INTERCONTINENTAL HOTELS GROUP 17,432 33,473
    INTERTEK GROUP PLC 21,075 30,014
    INTESA SANPAOLO - RNC 36,282 28,728
    INT'L BUSINESS MACHINES CORP. 0 0
    JOHNSON MATTHEY PLC 30,679 36,375
    KOREA ELECTRIC POWER CORP. 37,383 39,649
    LABORATORY CORP OF AMERICA HOL 0 0
    MASTERCARD INC - CLASS A 34,627 44,150
    MICROSOFT CORP. 68,521 74,799
    MORGAN STANLEY 26,454 22,856
    MSCI INC. - A 19,900 21,038
    NESTLE SA 0 0
    NEWMONT MINING CORPORATION 36,598 47,915
    NOBLE ENERGY, INC. 0 0
    NOVARTIS AG - ADR 37,228 40,086
    NYSE EURONEXT 23,293 27,282
    OCEANEERING INTERNATIONAL, INC 11,376 14,726
    OGX PETROLEO E GAS PARTICIPACO 17,968 22,892
    PEPSICO, INC 43,682 54,224
    PFIZER INC. 38,391 38,347
    PHILIPPINE LONG DIST TELE CO 11,692 12,120
    QUALCOMM INC. 33,241 43,551
    REGENERON PHARMACEUTICALS 12,483 13,789
    REPUBLIC SERVICES INC. CL A 29,037 31,652
    ROGERS COMMUNICATIONS -CL B 0 0
    ROYAL DUTCH SHELL PLC-ADR A 35,019 43,407
    SCHNEIDER ELECTRIC SA 13,162 42,071
    SKF AB - B SHS 23,243 41,325
    SMITHS GROUP PLC 30,373 34,619
    STATE STREET CORP. 29,007 35,914
    SUMCO CORPORATION 18,208 12,872
    SWEDBANK AB 19,319 25,812
    THE MCGRAW-HILL COMPANIES, INC 22 54,615
    THE TRAVELERS COMPANIES, INC. 0 0
    THERMO FISHER SCIENTIFIC INC. 27,718 35,430
    TORONTO-DOMINION BANK 28,319 32,696
    TULLOW OIL PLC 11,571 11,253
    VODAFONE GROUP PLC - SP ADR 41,349 56,582
    WALGREEN CO. 0 0
    WAL-MART STORES, INC. 39,979 45,841
    WELLPOINT INC. 28,752 32,410
    WELLS FARGO COMPANY 17,358 38,118
    WYNN MACAU, LIMITED 13,307 14,773
    YUM! BRANDS, INC. 21,150 42,183
    ZIMMER HOLDINGS, INC. 0 0

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    US Government Securities - End of Year Book Value:

    363,388
    US Government Securities - End of Year Fair Market Value:

    371,282
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2010 InvestmentsOtherSchedule2
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    5500 FUND LP AT COST 364,206 676,907

    TY 2010 LandEtcSchedule2
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2010 LegalFeesSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DRINKER BIDDLE & REATH LLP 918 612   306


    TY 2010 OtherExpensesSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 82 82    
    PORTFOLIO DEDUCTIONS THRU K-1 9,029 9,029    
    FEES & LICENSES 30 30    


    TY 2010 OtherIncomeSchedule2
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM 5500 FUND K-1 1,975 0 0


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES- ROCK 21,667 21,667    


    TY 2010 TaxesSchedule
    Name:
    The Lisa McGraw Figure Skating Foundation Inc
    EIN: 22-3473319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 3,913 3,913    
    U.S. EXCISE TAX 5,400