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 CURTIS W MCGRAW FOUNDATION
 

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

22-1761678
B Telephone number (see page 10 of the instructions)

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$21,363,285
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 289,427 289,427  
4 Dividends and interest from securities...... 257,043 257,043  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 716,691
b Gross sales price for all assets on line 6a 6,343,590
7 Capital gain net income (from Part IV, line 2)... 716,691
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,263,161 1,263,161  
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)......... 8,600 5,733 0 2,867
b Accounting fees (attach schedule)....... 14,800 9,867 0 4,933
c Other professional fees (attach schedule).... 107,824 107,824    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 40,496 18,596    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 40,585 38,085   2,500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 212,305 180,105 0 10,300
25 Contributions, gifts, grants paid........ 1,111,530 1,111,530
26 Total expenses and disbursements. Add lines 24 and 25 1,323,835 180,105 0 1,121,830
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -60,674
b Net investment income (if negative, enter -0-) 1,083,056
c Adjusted net income (if negative, enter -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............... 298,261 329,916 329,916
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet20,042
Less: allowance for doubtful accounts bullet   0 20,042 20,042
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) 739,468 Click to see attachment1,466,842 1,518,068
b Investments—corporate stock (attach schedule)........ 9,460,051 Click to see attachment10,143,468 12,913,861
c Investments—corporate bonds (attach schedule)........ 4,804,896 Click to see attachment3,661,340 3,926,935
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,760,292 Click to see attachment1,346,290 2,654,463
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) 17,062,968 16,967,898 21,363,285
Liabilities 17 Accounts payable and accrued expenses.......... 34,396 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).......... 34,396 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......... 17,028,572 16,967,898
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).................... 17,028,572 16,967,898
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 17,062,968 16,967,898
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 17,028,572
2 Enter amount from Part I, line 27a...................... 2 -60,674
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 16,967,898
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 16,967,898
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 MERRILL LYNCH SEC LITIGATION P   2010-07-08
b F/X LOSS - ST      
c 3180 SH. ARM HOLDING PLC   2009-06-10 2010-02-09
d 890 SH. ARM HOLDING PLC P 2009-06-11 2010-02-09
e 4460 SH. ARM HOLDING PLC P 2009-06-09 2010-02-10
5020 SH. ARM HOLDING PLC P 2009-06-10 2010-02-10
2060 SH. ARM HOLDING PLC P 2009-06-09 2010-02-11
620 SH. BANK OF CYPRUS PUBLIC P 2010-03-08 2010-06-07
1230 SH. BANK OF CYPRUS PUBLIC P 2010-03-08 2010-06-08
970 SH. BANK OF CYPRUS PUBLIC P 2010-03-05 2010-06-09
260 SH. BANK OF CYPRUS PUBLIC P 2010-03-08 2010-06-09
1230 SH. BANK OF CYPRUS PUBLIC P 2010-03-05 2010-06-10
500 SH. BANK OF CYPRUS PUBLIC P 2010-03-04 2010-06-11
80 SH. BANK OF CYPRUS PUBLIC P 2010-03-05 2010-06-11
660 SH. BANK OF CYPRUS PUBLIC P 2010-03-09 2010-06-11
1090 SH. BANK OF CYPRUS PUBLIC P 2010-03-04 2010-06-14
1150 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-15
220 SH. BANK OF CYPRUS PUBLIC P 2010-03-04 2010-06-15
730 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-16
300 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-17
70 SH. BANK OF CYPRUS PUBLIC P 2010-03-03 2010-06-18
250 SH. CARLSBERG A/S P 2009-09-11 2010-01-13
30 SH. CARLSBERG A/S P 2009-09-10 2010-01-14
80 SH. CARLSBERG A/S P 2009-09-11 2010-01-14
120 SH. CARLSBERG A/S P 2009-09-14 2010-01-14
250 SH. CARLSBERG A/S P 2009-09-15 2010-01-14
210 SH. CARLSBERG A/S P 2009-09-10 2010-01-15
260 SH. CARLSBERG A/S P 2009-09-10 2010-01-19
250 SH. CARLSBERG A/S P 2009-09-09 2010-01-20
480 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-17 2010-07-01
650 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-18 2010-07-01
600 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-16 2010-07-02
40 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-17 2010-07-02
590 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-14 2010-07-06
50 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-16 2010-07-06
1210 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-11 2010-07-07
80 SH. COMPAGNIE FINANCIERE RICHEMONT P 2009-12-14 2010-07-07
540 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-16 2010-02-09
610 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-17 2010-02-09
1210 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-21 2010-02-09
610 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-22 2010-02-09
910 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-23 2010-02-09
2020 SH. ERICSSON (LM) TEL - SP ADR P 2009-09-24 2010-02-09
20 SH. GENZYME CORPORATION P 2009-07-22 2010-04-21
260 SH. INTERTEK GROUP PLC P 2009-12-14 2010-10-29
340 SH. INTERTEK GROUP PLC P 2009-12-16 2010-10-29
40 SH. INTERTEK GROUP PLC P 2009-12-30 2010-10-29
50 SH. INTERTEK GROUP PLC P 2009-12-31 2010-10-29
180 SH. INTERTEK GROUP PLC P 2010-01-04 2010-10-29
26790 SH. INTESA SANPAOLO P 2009-05-08 2010-01-21
1070 SH. INTESA SANPAOLO P 2009-05-11 2010-01-21
6760 SH. INTESA SANPAOLO P 2009-05-12 2010-01-21
5660 SH. INTESA SANPAOLO P 2009-05-11 2010-01-22
10570 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-07
1760 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-08
880 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-09
1460 SH. INTESA SANPAOLO - RNC P 2010-01-21 2010-12-10
590 SH. NOBEL BIOCARE HOLDING AG P 2010-02-03 2010-10-29
740 SH. NOBEL BIOCARE HOLDING AG P 2010-02-02 2010-11-01
580 SH. NOBEL BIOCARE HOLDING AG P 2010-02-03 2010-11-01
210 SH. NOBEL BIOCARE HOLDING AG P 2010-02-02 2010-11-02
660 SH. NOBEL BIOCARE HOLDING AG P 2010-02-04 2010-11-02
280 SH. NOBLE ENERGY, INC. P 2009-07-29 2010-03-15
660 SH. NOBLE ENERGY, INC. P 2009-07-30 2010-03-15
370 SH. NOBLE ENERGY, INC. P 2009-07-29 2010-03-16
500000 SH. US TREASURY 3.5% 02/15/2018 P 2010-08-09 2010-11-09
150000 SH. US TREASURY 3.625% 02/15/20 P 2010-02-16 2010-12-02
250000 SH. US TREASURY N/B 3.5% 5/15/20 P 2010-08-12 2010-10-22
460 SH. WELLPOINT INC. P 2009-08-06 2010-02-09
110 SH. WELLPOINT INC. P 2009-08-07 2010-02-09
670 SH. WELLPOINT INC. P 2009-07-20 2010-04-20
330 SH. WELLPOINT INC. P 2009-08-06 2010-04-20
40 SH. AMERIPRISE FINANCIAL, INC. P 2009-09-30 2010-11-24
160 SH. AMERIPRISE FINANCIAL, INC. P 2009-10-01 2010-11-24
610 SH. AMERIPRISE FINANCIAL, INC. P 2009-10-02 2010-11-24
540 SH. AMGEN INC. P 2009-10-22 2010-12-02
1530 SH. AMGEN INC. P 2009-03-13 2010-12-03
260 SH. AMGEN INC. P 2009-10-22 2010-12-03
1051 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-02
700 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-06
350 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-07
2759 SH. ANGLO AMERICAN PLC P 2009-06-11 2010-07-20
9390 SH. ARM HOLDING PLC P 2009-06-05 2010-06-11
2470 SH. ARM HOLDING PLC P 2009-06-08 2010-06-11
2850 SH. ARM HOLDING PLC P 2009-06-09 2010-06-11
2390 SH. ARM HOLDING PLC P 2009-06-04 2010-06-14
2370 SH. ARM HOLDING PLC P 2009-06-05 2010-06-14
5970 SH. ARM HOLDING PLC P 2009-06-04 2010-06-15
50 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-22 2010-02-02
150 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-23 2010-02-02
160 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-30 2010-02-02
110 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-31 2010-02-02
40 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-17 2010-02-03
210 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-18 2010-02-03
110 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-22 2010-02-03
20 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-17 2010-02-04
50 SH. BOSKALIS WESTMINSTER - CVA P 2007-05-24 2010-02-04
408 SH. BP PLC - SPONS ADR P 1998-09-09 2010-05-28
4600 SH. BP PLC - SPONS ADR P 2003-03-28 2010-05-28
440 SH. CAPITAL ONE FINANCIAL CORP. P 2009-08-07 2010-08-24
180 SH. CAPITAL ONE FINANCIAL CORP. P 2009-08-10 2010-08-24
1570 SH. CAPITAL ONE FINANCIAL CORP. P 2009-05-29 2010-08-25
420 SH. CAPITAL ONE FINANCIAL CORP. P 2009-08-10 2010-08-25
2610 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
5210 SH. COMCAST CORPORATION - CL A P 2007-12-10 2010-05-03
3970.46 SH. CSX TRANS, 8.375% 10/15/2014 P 2008-10-21 2010-04-15
100000 SH. CVS CORP, 5.75% P 2009-02-10 2010-08-13
500000 SH. FFCB 3.23% 07/14/14 P 2009-07-07 2010-07-14
400000 SH. GENERAL ELEC CAP CORP 5.72% P 2006-08-16 2010-08-13
460 SH. GENZYME CORPORATION P 2009-03-13 2010-04-20
580 SH. GENZYME CORPORATION P 2009-03-16 2010-04-20
260 SH. GENZYME CORPORATION P 2009-03-13 2010-04-21
170 SH. GENZYME CORPORATION P 2009-07-22 2010-08-10
720 SH. GENZYME CORPORATION P 2009-07-22 2010-08-12
110 SH. GENZYME CORPORATION P 2009-07-22 2010-10-29
360 SH. GENZYME CORPORATION P 2009-08-06 2010-10-29
370 SH. GENZYME CORPORATION P 2009-08-07 2010-10-29
2140 SH. HOLOGIC, INC. P 2007-08-17 2010-03-12
190 SH. HOLOGIC, INC. P 2007-08-20 2010-03-12
1820 SH. HOLOGIC, INC. P 2007-08-17 2010-11-03
100 SH. HOLOGIC, INC. P 2007-08-21 2010-11-03
880 SH. HOLOGIC, INC. P 2007-08-21 2010-11-04
2530 SH. HOLOGIC, INC. P 2008-05-01 2010-11-04
400 SH. HOLOGIC, INC. P 2008-05-02 2010-11-04
300 SH. HOLOGIC, INC. P 2008-05-05 2010-11-04
160 SH. HOLOGIC, INC. P 2008-05-09 2010-11-04
670 SH. HONEYWELL INC. P 2005-12-20 2010-04-13
300 SH. HONEYWELL INC. P 2005-12-20 2010-04-14
380 SH. HONEYWELL INC. P 2005-12-20 2010-04-15
410 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
110 SH. INT'L BUSINESS MACHINES CORP. P 2008-10-13 2010-03-15
560 SH. INT'L BUSINESS MACHINES CORP. P 2006-07-17 2010-04-27
1530 SH. INT'L BUSINESS MACHINES CORP. P 2006-07-18 2010-04-27
200000 SH. JPM CHASE VAR% 4/29/49 P 2008-07-31 2010-02-23
230 SH. LAB CORP OF AMERICA HOLDINGS P 2009-05-07 2010-05-18
1160 SH. LAB CORP OF AMERICA HOLDINGS P 2009-05-08 2010-05-18
1610 SH. MICROSOFT CORP. P 2007-08-07 2010-03-17
2220 SH. NESTLE S.A. REGISTERED SHARES P 2008-12-16 2010-04-20
2210 SH. NESTLE S.A. REGISTERED SHARES P 2008-12-16 2010-04-21
200 SH. NOVARTIS AG - ADR P 2006-02-01 2010-05-11
970 SH. NOVARTIS AG - ADR P 2007-08-08 2010-05-11
50 SH. NOVARTIS AG - ADR P 2006-02-01 2010-06-07
790 SH. NOVARTIS AG - ADR P 2007-08-09 2010-06-07
910 SH. REPUBLIC SERVICES INC. CL A P 2007-04-16 2010-02-02
530 SH. REPUBLIC SERVICES INC. CL A P 2007-04-17 2010-02-02
950 SH. REPUBLIC SERVICES INC. CL A P 2007-04-18 2010-02-02
120 SH. REPUBLIC SERVICES INC. CL A P 2007-04-13 2010-04-13
920 SH. REPUBLIC SERVICES INC. CL A P 2007-04-16 2010-04-13
460 SH. REPUBLIC SERVICES INC. CL A P 2007-04-13 2010-04-14
600 SH. REPUBLIC SERVICES INC. CL A P 2007-04-13 2010-04-15
100 SH. ROGERS COMMUNICATIONS -CL B P 2008-10-29 2010-05-07
1470 SH. ROGERS COMMUNICATIONS -CL B P 2008-10-30 2010-05-07
1890 SH. ROGERS COMMUNICATIONS -CL B P 2008-10-29 2010-05-10
1220 SH. THE TRAVELERS COMPANIES, INC. P 2009-03-13 2010-04-27
1340 SH. THE TRAVELERS COMPANIES, INC. P 2009-03-13 2010-04-28
20 SH. WALGREEN CO. P 2009-03-13 2010-08-24
630 SH. WALGREEN CO. P 2009-03-16 2010-08-24
700 SH. WALGREEN CO. P 2008-12-01 2010-08-25
1400 SH. WALGREEN CO. P 2009-03-13 2010-08-25
280 SH. WALGREEN CO. P 2008-12-01 2010-10-29
2480 SH. WALGREEN CO. P 2008-12-02 2010-10-29
560 SH. WELLS FARGO COMPANY P 2009-03-13 2010-03-15
680 SH. YUM! BRANDS, INC. P 2008-10-09 2010-05-11
30 SH. YUM! BRANDS, INC. P 2008-10-09 2010-05-12
660 SH. YUM! BRANDS, INC. P 2008-10-10 2010-05-12
1300 SH. ZIMMER HOLDINGS, INC. P 2008-01-08 2010-02-02
230 SH. ZIMMER HOLDINGS, INC. P 2008-01-08 2010-02-03
210 SH. ZIMMER HOLDINGS, INC. P 2008-09-22 2010-02-03
340 SH. ZIMMER HOLDINGS, INC. P 2008-09-23 2010-02-03
370 SH. ZIMMER HOLDINGS, INC. P 2008-09-23 2010-02-04
160 SH. ZIMMER HOLDINGS, INC. P 2008-09-24 2010-02-04
(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 3,920     3,920
b     1,299 -1,299
c 9,948   5,635 4,313
d 2,784   1,587 1,197
e 13,738   7,885 5,853
15,463   8,896 6,567
6,410   3,642 2,768
2,325   4,130 -1,805
4,482   8,194 -3,712
3,680   6,292 -2,612
986   1,732 -746
4,785   7,979 -3,194
2,014   3,152 -1,138
322   519 -197
2,659   4,248 -1,589
4,664   6,870 -2,206
4,900   7,230 -2,330
937   1,387 -450
3,147   4,590 -1,443
1,294   1,886 -592
310   440 -130
19,177   18,874 303
2,299   2,243 56
6,130   6,040 90
9,195   9,009 186
19,157   18,704 453
15,977   15,704 273
19,815   19,443 372
18,658   18,360 298
16,577   15,659 918
22,448   21,357 1,091
20,401   19,567 834
1,360   1,305 55
21,398   19,052 2,346
1,813   1,631 182
43,284   38,381 4,903
2,862   2,583 279
5,364   5,830 -466
6,059   6,474 -415
12,020   12,807 -787
6,059   6,572 -513
9,040   9,749 -709
20,066   21,092 -1,026
1,093   1,038 55
7,732   5,228 2,504
10,111   6,800 3,311
1,190   806 384
1,487   1,019 468
5,353   3,672 1,681
114,538   92,864 21,674
4,575   3,635 940
28,902   23,342 5,560
23,303   19,227 4,076
25,052   35,535 -10,483
4,188   5,917 -1,729
2,182   2,958 -776
3,591   4,908 -1,317
9,730   18,228 -8,498
12,033   22,797 -10,764
9,431   17,919 -8,488
3,403   6,469 -3,066
10,694   20,060 -9,366
20,453   15,717 4,736
48,211   39,444 8,767
27,248   20,769 6,479
552,422   542,320 10,102
159,363   149,081 10,282
270,908   266,753 4,155
28,095   23,232 4,863
6,718   5,693 1,025
40,164   33,364 6,800
19,782   16,666 3,116
2,079   1,465 614
8,318   5,951 2,367
31,711   22,515 9,196
28,909   30,650 -1,741
82,181   77,314 4,867
13,965   14,757 -792
36,838   31,366 5,472
24,837   20,891 3,946
12,270   10,445 1,825
98,368   82,340 16,028
38,962   16,321 22,641
10,249   4,307 5,942
11,826   5,038 6,788
10,316   4,074 6,242
10,229   4,119 6,110
25,708   10,176 15,532
1,808   1,786 22
5,423   5,359 64
5,784   5,829 -45
3,977   4,073 -96
1,455   1,419 36
7,640   7,498 142
4,002   3,928 74
707   709 -2
1,766   1,773 -7
17,581   16,261 1,320
198,213   180,933 17,280
16,512   15,155 1,357
6,755   6,187 568
57,941   36,908 21,033
15,500   14,436 1,064
102,627   61,357 41,270
85,846   85,820 26
63,697   63,679 18
105,178   96,060 9,118
3,970   3,970  
104,734   101,708 3,026
500,000   500,000  
408,880   400,000 8,880
24,546   25,929 -1,383
30,949   32,925 -1,976
14,207   14,655 -448
11,489   8,820 2,669
47,385   37,357 10,028
7,936   5,707 2,229
25,971   17,659 8,312
26,693   17,787 8,906
39,867   52,796 -12,929
3,540   4,709 -1,169
29,030   44,902 -15,872
1,595   2,450 -855
13,949   21,562 -7,613
40,104   57,821 -17,717
6,341   9,170 -2,829
4,755   6,643 -1,888
2,536   3,611 -1,075
30,544   25,648 4,896
13,813   11,484 2,329
17,563   14,547 3,016
52,258   30,240 22,018
7,647   5,596 2,051
14,020   9,901 4,119
72,440   41,206 31,234
197,917   112,848 85,069
207,000   187,101 19,899
17,768   14,913 2,855
89,612   75,956 13,656
47,725   47,452 273
108,323   81,879 26,444
107,081   81,510 25,571
9,655   11,126 -1,471
46,826   54,288 -7,462
2,278   2,781 -503
35,999   43,713 -7,714
24,496   25,561 -1,065
14,267   15,085 -818
25,573   26,831 -1,258
3,582   3,320 262
27,460   25,842 1,618
13,721   12,729 992
18,325   16,602 1,723
3,443   2,639 804
50,607   41,276 9,331
66,283   49,885 16,398
61,966   45,486 16,480
68,154   49,959 18,195
560   477 83
17,653   15,272 2,381
19,276   16,673 2,603
38,552   33,410 5,142
9,495   6,669 2,826
84,098   58,639 25,459
16,530   7,881 8,649
28,574   19,366 9,208
1,258   854 404
27,668   17,252 10,416
75,161   89,455 -14,294
13,195   15,827 -2,632
12,047   14,256 -2,209
19,505   23,025 -3,520
20,794   25,056 -4,262
8,992   10,813 -1,821
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       3,920
b       -1,299
c       4,313
d       1,197
e       5,853
      6,567
      2,768
      -1,805
      -3,712
      -2,612
      -746
      -3,194
      -1,138
      -197
      -1,589
      -2,206
      -2,330
      -450
      -1,443
      -592
      -130
      303
      56
      90
      186
      453
      273
      372
      298
      918
      1,091
      834
      55
      2,346
      182
      4,903
      279
      -466
      -415
      -787
      -513
      -709
      -1,026
      55
      2,504
      3,311
      384
      468
      1,681
      21,674
      940
      5,560
      4,076
      -10,483
      -1,729
      -776
      -1,317
      -8,498
      -10,764
      -8,488
      -3,066
      -9,366
      4,736
      8,767
      6,479
      10,102
      10,282
      4,155
      4,863
      1,025
      6,800
      3,116
      614
      2,367
      9,196
      -1,741
      4,867
      -792
      5,472
      3,946
      1,825
      16,028
      22,641
      5,942
      6,788
      6,242
      6,110
      15,532
      22
      64
      -45
      -96
      36
      142
      74
      -2
      -7
      1,320
      17,280
      1,357
      568
      21,033
      1,064
      41,270
      26
      18
      9,118
       
      3,026
       
      8,880
      -1,383
      -1,976
      -448
      2,669
      10,028
      2,229
      8,312
      8,906
      -12,929
      -1,169
      -15,872
      -855
      -7,613
      -17,717
      -2,829
      -1,888
      -1,075
      4,896
      2,329
      3,016
      22,018
      2,051
      4,119
      31,234
      85,069
      19,899
      2,855
      13,656
      273
      26,444
      25,571
      -1,471
      -7,462
      -503
      -7,714
      -1,065
      -818
      -1,258
      262
      1,618
      992
      1,723
      804
      9,331
      16,398
      16,480
      18,195
      83
      2,381
      2,603
      5,142
      2,826
      25,459
      8,649
      9,208
      404
      10,416
      -14,294
      -2,632
      -2,209
      -3,520
      -4,262
      -1,821
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 2 716,691
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 1,030,564 18,092,944 0.056959
2008 1,137,556 22,197,166 0.051248
2007 1,218,151 25,422,653 0.047916
2006 1,397,843 23,783,518 0.058774
2005 1,321,432 22,715,066 0.058174
2 Total of line 1, column (d) ...................... 2 0.273071
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 0.054614
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 20,284,506
5 Multiply line 4 by line 3....................... 5 1,107,818
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,831
7 Add lines 5 and 6......................... 7 1,118,649
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,121,830
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 10,831
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 10,831
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 10,831
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 26,201
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 26,201
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 15,370
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet15,370 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 addressbulletNA
    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
     
    No
    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
    ELIZABETH McGRAW WEBSTER TRUSTEE & CHAIRMAN
    0
    0 0 0
    C/O ROCKEFELLER CO
    NEW YORK,NY10112
    CURTIS M WEBSTER TRUSTEE & PRESIDENT
    0
    0 0 0
    2 CORNELIA STREET
    NEW YORK,NY10014
    LISETTE M EDMUND TRUSTEE & VP
    0
    0 0 0
    5784 VIA LAS NOBES
    RIVERSIDE,CA92507
    MARIANNA PAEN TRUSTEE & VP
    0
    0 0 0
    117 N HIAWATHA
    HAILEY,ID83333
    SAMUEL W LAMBERT III SECRETARY-TREASURER
    0
    0 0 0
    115 NORTH ROAD
    PRINCETON,NJ08540
    THEO M WEBSTER VICE PRESIDENT
    0
    0 0 0
    62 STONE STREET
    NEW BRUNSWICK,NJ08901
    CHARLES H WAMPOLD III ASST. SECRETARY & TREASURER
    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
    ROCKEFELLER & CO INVESTMENT MGMT/ACTG 0
    30 ROCKEFELLER PLAZA ROOM 5600
    NEW YORK,NY10112
    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
    17,473,721
    b
    Average of monthly cash balances.......................
    1b
    419,013
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    2,700,673
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,593,407
    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
    20,593,407
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    308,901
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,284,506
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    1,014,225
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,014,225
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    10,831
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,831
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,003,394
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    1,003,394
    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
    1,003,394
    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
    1,121,830
    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
    1,121,830
    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
    10,831
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    1,110,999
    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 1,003,394
    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....... 215,251
    b From 2006....... 250,909
    c From 2007.......  
    d From 2008....... 37,310
    e From 2009....... 129,821
    fTotal of lines 3a through e......... 633,291
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 1,121,830
    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..... 1,003,394
    e Remaining amount distributed out of corpus 118,436
    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 5 751,727
    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) .............
    215,251
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......
    536,476
    10 Analysis of line 9:
    a Excess from 2006.... 250,909
    b Excess from 2007....  
    c Excess from 2008.... 37,310
    d Excess from 2009.... 129,821
    e Excess from 2010.... 118,436
    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.
    NONE
    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
    101
    151 Moore Street
    Princeton,NJ08540
    N/A   General Fund 5,000
    A Better Chance
    240 West 35th Street 9th floor
    New York,NY10001
        General Fund 5,000
    Aids Resource Foundation for Children
    182 Roseville Avenue
    Newark,NJ07107
        General Fund 5,000
    Alzheimer's Association
    225 North Michigan Avenue
    Chicago,IL60601
        General Fund 2,500
    American Cancer Society
    POB 22718
    Oklahoma City,OK73123
        General Fund 10,000
    American Red Cross
    2025 E Street NW
    Washington,DC20006
        General Fund 2,500
    American Repertory Ballet
    80 Albany Street
    New Brunswick,NJ08901
        General Fund 10,000
    Amnesty International of the USA Inc
    5 Penn Plaza
    New York,NY10001
        General Fund 5,000
    Arts Council of Princeton
    102 Witherspoon St
    Princeton,NJ08540
        General Fund 2,500
    Assisting Children in Need
    2 Cornelia Street Apt 402
    New York,NY10014
        General Fund 40,000
    Blaine County Community Drug Coalition
    1650 Aviation Drive
    Hailey,ID83333
        General Fund 3,000
    Blaine County Education Foundation
    P O Box 253
    Hailey,ID83333
        General Fund 20,000
    Blue Curtain
    115 Harris Road
    Princeton,NJ08540
        General Fund 20,000
    Brooklyn Ballet
    145 Hicks Street Suite A-45
    Brooklyn,NY11201
        General Fund 7,500
    Cal Poly Pomona Foundation
    3801 W Temple Ave
    Pomona,CA91768
        General Fund 5,000
    Calpulli Mexican Dance Company
    9110 34th Avenue Apt 5B
    Jackson Heights,NY11372
        General Fund 1,500
    Cancer Hope Network
    Two North Road Suite A
    Chester,NJ07930
        General Fund 5,000
    CARE
    151 Ellis Street NE
    Atlanta,GA30303
      General Fund General Fund 2,500
    Carolyn E Wylie Center for Children Youth and Fa
    7177 Potomac Street
    Riverside,CA92504
        General Fund 5,000
    Cause Effective
    505 Eighth Avenue Suite 1212
    New York,NY10018
        General Fund 2,500
    Centurion Ministries
    221 Witherspoon Street
    Princeton,NJ08542
        General Fund 5,000
    Childrens Center of the Union Industrial Home of T
    864 Bellevue Avenue
    Trenton,NJ08618
        General Fund 2,500
    City Parks Foundation
    830 Fifth Avenue Room 280
    New York,NY10021
        General Fund 5,000
    Citymeals-on-Wheels
    355 Lexington Avenue
    New York,NY10017
        General Fund 2,500
    Company of Fools
    P O Box 329
    Hailey,ID83333
        General Fund 1,000
    Corner House
    369 Witherspoon Street
    Princeton,NJ08540
        General Fund 2,500
    Council of NJ Grantmakers
    101 West State Street
    Trenton,NJ08608
        General Fund 100
    Council on Foundations
    PO Box 0021
    Washington,DC20055
        General Fund 2,180
    Crawford House Inc
    362 Sunset Road
    Skillman,NJ08558
        General Fund 2,500
    Creative Heartwork Inc
    5 Drake Court
    Boonton Township,NJ07005
        General Fund 10,000
    Croy Canyon Ranch
    P O Box 640
    Hailey,ID83333
        General Fund 2,000
    D & R Greenway
    One Preservation Center
    Princeton,NJ08540
        General Fund 6,750
    Delaware & Raritan Greenway Inc
    1327 Canal Road
    Princeton,NJ08540
        General Fund 35,000
    Drug Policy Alliance
    925 Ninth Avenue
    New York,NY10019
        General Fund 5,000
    El Museo del Barrio
    1230 5th Avenue
    New York,NY10029
        General Fund 2,500
    El Puente de Williamsburg Inc
    211 South 4th Street
    Brooklyn,NY11211
        General Fund 25,000
    Environmental Defense Fund Inc
    257 Park Avenue South
    New York,NY10010
        General Fund 2,500
    FL Nimick Nature Center
    HC 64 Box 453
    Rector,PA15677
        General Fund 15,000
    First Baptist Church of Princeton
    PO Box 501
    Princeton,NJ08540
        General Fund 5,000
    Foundation of UMDNJ - Dept of Surgery RWJMS
    125 Paterson Street Suite 7300
    New Brunswick,NJ08903
        General Fund 25,000
    Foxcroft School
    PO Box 5555
    Middleburg,VA20118
        General Fund 10,000
    Friends of Lab School
    333 West 17th Street
    New York,NY10011
        General Fund 3,000
    Friends of Mothers Programmes
    1622 N Curson Avenue
    Los Angeles,CA90046
        General Fund 10,000
    Green Faith
    46 Bayard Street Suite 401
    New Brunswick,NJ08901
        General Fund 1,000
    Hailey Rotary Foundation Inc
    P O Box 2190
    Hailey,ID83333
        General Fund 5,000
    Hands on Helpers
    120 John Street Suite 7
    Princeton,NJ08542
        General Fund 2,500
    Hip-Hop Theater Festival Inc
    57 Thames Street Suite 4B
    Brooklyn,NY11237
        General Fund 7,500
    Historic Morven
    55 Stockton Street
    Princeton,NJ08540
        General Fund 5,000
    Hitops
    21 Wiggins Street
    Princeton,NJ08540
        General Fund 5,000
    Home Front
    1880 Princeton Avenue
    Lawrenceville,NJ08648
        General Fund 2,500
    Housing Initiatives of Princeton
    11 Mercer Street
    Princeton,NJ08540
        General Fund 2,500
    Interfaith Caregivers TrentonFaith In Action
    229 Lawrence Road
    Lawrenceville,NJ08648
        General Fund 5,000
    ISLES
    10 Wood Street
    Trenton,NJ08618
        General Fund 2,500
    Jewish Renaissance Foundation
    PO Box 2506 149 Kearny Avenue
    Perth Amboy,NJ08862
        General Fund 1,000
    La Mama
    74A East 4th Street
    New York,NY10003
        General Fund 5,000
    Latino International Theater Festival Of NY Inc
    142 East 27th Street Suite 1A
    New York,NY10016
        General Fund 10,000
    Lebanese American University
    475 Riverside Drive
    New York,NY10115
        General Fund 20,000
    Lighthouse International
    111 East 59th Street
    New York,NY10022
        General Fund 2,500
    Mariachi Academy of New York
    1775 Third Avenue
    New York,NY10014
        General Fund 2,500
    Mary Jacobs Memorial Library
    64 Washington Street
    Rocky Hill,NJ08553
        General Fund 1,000
    McCarter Theater
    91 University Place
    Princeton,NJ08540
        General Fund 15,000
    Medical Center at Princeton Foundation Inc
    253 Witherspoon Street
    Princeton,NJ08540
        General Fund 100,000
    Mercer Street Friends
    151 Mercer Street
    Trenton,NJ08611
        General Fund 7,500
    Metropolitan Opera
    Lincoln Center
    New York,NY10023
        General Fund 10,000
    Montgomery Township Emergency Medical Services In
    P O Box 105
    Belle Mead,NJ08502
        General Fund 2,500
    Montgomery Township Fire Department #2
    P O Box 267
    Blawenberg,NJ08504
        General Fund 2,500
    NAMI Mercer NJ
    88 Lakedale Drive
    Lawrenceville,NJ08648
        General Fund 5,000
    Nassau Presbyterian Church
    61 Nassau Street
    Princeton,NJ08542
        General Fund 15,000
    National Sports Academy
    12 Lake Placid Club Drive
    Lake Placid,NY12946
        General Fund 7,500
    New Jersey Aids Partnership Road
    15 Princess Road
    Lawrenceville,NJ08648
        General Fund 2,500
    New Jersey Conservation Foundation
    Bamboo Brook
    Far Hills,NJ07931
        General Fund 5,000
    New Jersey Network
    P O Box 777
    Trenton,NJ08625
        General Fund 1,250
    New Jersey SEEDS Center
    303-309 Washington Street 4th floo
    Newark,NJ07102
        General Fund 7,500
    New York Theatre Workshop
    79 East 4th Street
    New York,NY10003
        General Fund 1,000
    New Yorkers for Parks
    355 Lexington Avenue
    New York,NY10017
        General Fund 5,000
    North Country SPCA
    23 Lakeshore Road
    Westport,NY12993
        General Fund 5,000
    North High School
    1550 3rd Street
    Riverside,CA92503
        General Fund 14,000
    Opera New Jersey
    P O Box 3151
    Princeton,NJ08543
        General Fund 10,000
    Partnership for the Delaware Estuary Inc
    1009 Philadelphia Pike
    Wilmington,DE19809
        General Fund 2,500
    Passage Theatre Company
    P O Box 967
    Trenton,NJ08605
        General Fund 1,000
    Pepperdine University
    24255 Pacific Coast Highway
    Malibu,CA90263
        General Fund 50,000
    Perris High School
    175 East Nuevo Road
    Perris,CA92571
        General Fund 5,000
    Philabundance
    P O Box 37555
    Philadelphia,PA19148
        General Fund 2,500
    Planned Parenthood of Mercer County
    437 East State Street
    Trenton,NJ08608
        General Fund 20,000
    Playgroup Cooperative
    32 Carmine Street
    New York,NY10014
        General Fund 2,500
    Presbyterian Church of the Big Wood
    P O Box 660
    Ketchum,ID83340
        General Fund 5,000
    Princeton Adult School
    P O Box 701
    Princeton,NJ08542
        General Fund 1,000
    Princeton Chamber Symphony
    P O Box 250
    Princeton,NJ08540
        General Fund 2,500
    Princeton Child Development Institute
    300 Cold Soil Road
    Princeton,NJ08540
        General Fund 3,000
    Princeton Day School
    P O Box 75
    Princeton,NJ08542
        General Fund 25,000
    Princeton Friends School
    470 Quaker Road
    Princeton,NJ08540
        General Fund 15,000
    Princeton Public Library
    65 Witherspoon Street
    Princeton,NJ08542
        General Fund 1,000
    Princeton Senior Resource Center
    Spruce Circle
    Princeton,NJ08540
        General Fund 5,000
    Princeton University
    P O Box 46
    Princeton,NJ08544
        General Fund 5,000
    Princeton YMCA
    Paul Robeson Place
    Princeton,NJ08540
        General Fund 1,250
    Princeton-Blairstown Center
    158 Millbrook Road
    Blairstown,NJ07825
        General Fund 5,000
    Princeton-YWCA
    Paul Robeson Place
    Princeton,NJ08540
        General Fund 1,250
    Ramona High School
    7675 Magnolia Avenue
    Riverside,CA92504
        General Fund 2,000
    Recording for the Blind & Dyslexic
    20 Roszel Road
    Princeton,NJ08540
        General Fund 2,500
    Riverside Art Museum
    3425 Mission Inn Avenue
    Riverside,CA92501
        General Fund 2,000
    Rotarun Ski Area
    P O Box 2083
    Hailey,ID83333
        General Fund 500
    Rutgers University Foundation
    7 College Avenue
    New Brunswick,NJ08901
        General Fund 10,000
    Sagebrush Equine Training Center for the Handicapp
    P O Box 2918
    Sun Valley,ID83353
        General Fund 2,500
    Sarah Lawrence College
    1 Mead Way
    Bronxville,NY10708
        General Fund 2,500
    Second Wind
    759 State Road
    Princeton,NJ08540
        General Fund 7,500
    Sheenway School and Culture
    10101-25 South Broadway
    Los Angeles,CA90003
        General Fund 7,000
    Sheridan College Foundation
    P O Box 6328
    Sheridan,WY82801
        General Fund 5,000
    Small Animal Rescue League
    900 Herrontown Road
    Princeton,NJ08540
        General Fund 10,000
    Somerset Home for Temporarily Displaced Children
    49 Brahma Avenue
    Bridgewater,NJ08807
        General Fund 2,500
    South Brunswick Board of Education
    PO Box 181 4 Executive Drive
    Monmouth Junction,NJ08852
        General Fund 5,000
    Special Operations Warrior Foundation
    P O Box 14385
    Tampa,FL33690
        General Fund 10,000
    St Luke Center for Community Health
    1450 Aviation Drive
    Hailey,ID83333
        General Fund 1,000
    St Luke's
    P O Box 2578
    Boise,ID83701
        General Fund 35,000
    Stony Brook-Millstone Watersheds Assoc
    31 Titus Mill Road
    Pennington,NJ08534
        General Fund 7,500
    Synergos Institue Inc
    51 Madison Avenue 21st Floor
    New York,NY10110
        General Fund 5,000
    TASIS Foundation Inc
    1640 Wisconsin Avenue NW
    Washington,DC20007
        General Fund 30,000
    The American Boychoir School
    19 Lambert Drive
    Princeton,NJ08540
        General Fund 10,000
    The Blaine County Police Activities League
    1650 Aviation Drive
    Hailey,ID83333
        General Fund 3,000
    The Builders Association
    453 Broome Street 4C
    New York,NY10013
        General Fund 7,500
    The Capuchin Food Pantry
    210 West 31st Street
    New York,NY10001
        General Fund 5,000
    The Career Wardrobe
    1211 Chesnut Street- Suite 205
    Philadelphia,PA19107
        General Fund 2,000
    The Community Library Association Inc
    P O Box 2168
    Boise,ID83340
        General Fund 1,000
    The Community Norms Messaging Campaign
    1650 Aviation Drive
    Hailey,ID83333
        General Fund 2,000
    The Crisis Ministry of Princeton and Trenton
    61 Nassau Street
    Princeton,NJ08542
        General Fund 10,000
    The Drumthwacket Foundation Inc
    354 Stockton Street
    Princeton,NJ08540
        General Fund 5,000
    The Foundation Fighting Blindness
    14 Nassau Street
    Princeton,NJ08542
        General Fund 1,000
    The Frick Collection
    1 East 70th Street
    New York,NY10021
        General Fund 5,000
    The Joy of Athletics Foundation
    P O Box 216
    Richmond,MA01254
        General Fund 5,000
    The Lawrenceville School
    P O Box 6125
    Lawrenceville,NJ08648
        General Fund 25,000
    The New Grange School
    526 South Olden Avenue
    Hamilton,NJ08629
        General Fund 2,000
    The Patriots Theater Foundation Inc
    P O Box 232
    Trenton,NJ08625
        General Fund 5,000
    The Princeton Hub Inc
    70 Jefferson Road
    Princeton,NJ08540
        General Fund 1,000
    The Smile Train
    245 Fifth Avenue Suite 2201
    New York,NY10016
        General Fund 2,500
    The Trenton Area Soup Kitchen
    P O Box 872
    Trenton,NJ08605
        General Fund 5,000
    TIGHAR
    2812 Fawkes Drive
    Wilmington,DE19808
        General Fund 35,000
    Trenton After School Program
    61 Nassau Street
    Princeton,NJ08542
        General Fund 2,500
    Trinity Counseling Service
    22 Stockton Street
    Princeton,NJ08540
        General Fund 15,000
    United Warrior Survivor Foundation
    P O Box 181097
    Coronado,CA92178
        General Fund 10,000
    VOICES
    P O Box 404
    Princeton,NJ08534
        General Fund 1,000
    Womanspace Inc
    1212 Stuyvesant Avenue
    Trenton,NJ08618
        General Fund 2,500
    Women Helping Women
    224 Main Street
    Metuchen,NJ08840
        General Fund 2,500
    Women's Entrepreneurial Foundation 08610-4300
    127 US Highway 206 Suite 28
    Hamilton,NJ08610
        General Fund 2,500
    Women's Health and Counseling Center
    95 Veterans Memorial Drive East
    Somerville,NJ08876
        General Fund 2,500
    WWFMWWNJ
    P O Box B
    Trenton,NJ08690
        General Fund 1,250
    Young Scholars Institute
    399 W State Street
    Trenton,NJ08618
        General Fund 2,500
    Total .................................bullet 3a 1,111,530
    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     14 289,427  
    4 Dividends and interest from securities....     14 257,043  
    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     18 716,691  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,263,161  
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,263,161
    (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 CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCKEFELLER&CO ACCOUNTING FEES 14,800 9,867   4,933

    TY 2010 AllOthProgRltdInvestmentsSch
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    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 CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    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 CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Name of Bond End of Year Book Value End of Year Fair Market Value
    200000 AVON PRODUCTS 6.50% DUE 197,835 232,515
    65000 BANK OF AMER CO 5.75% 8/ 65,399 66,393
    85000 BEAR STEARNS CO. 5.3% 10 83,846 92,240
    200000 BERKSHIRE HATHAWAY 5% 8 201,459 218,304
    265000 BOTTLING GROUP LLC NOTE 268,871 292,086
    100000 CATERPILLAR FIN 5.75% 0 99,989 105,545
    281323 CENTERPOINT CNP 4.97% 8 281,251 289,209
    149543 CENTERPOINT CNP 4.97% 8 0 0
    200000 CONOCOPHILL CA 5.625% 1 185,935 227,316
    100000 CSX CORP DEBT 6.250% 4/ 99,960 113,643
    96133.24 CSX TRANS, 8.375% 10/ 92,133 107,176
    100000 CVS CORP, 5.75% 101,080 103,101
    100000 CVS CORP, 5.75% 0 0
    100000 E.I. DU PONT, 6% 07/15/ 95,181 114,980
    100000 ESTEE LAUDER 5.55% 05/1 99,890 109,274
    300000 FFCB 2.125% DUE 06/18/1 299,643 306,881
    100000 FFCB, 4.70% 8/10/2015 106,702 111,729
    500000 FEDERAL FARM CREDIT BAN 0 0
    250000 GE CAP CORP 4.00% 2/15/ 250,000 256,911
    400000 GENERAL ELEC CAP CORP 5 0 0
    150000 J&J 5.15% DUE 07/15/201 161,062 170,703
    10000 JOHN DEERE CAP 5.5% 4/13 99,611 111,494
    20000 JPM CHASE FDIC 2.125% 12 202,198 205,508
    50000 NORFOLK SOUTHERN CORP. S 49,943 50,280
    205000 ROYAL BANK OF SCOT GRP 207,860 197,205
    100000 STATOIL 5.125% DUE 04/3 99,715 110,151
    200000 UNITED TECHNOLOGIES COR 211,777 233,880
    100000 WELLS FARGO BANK NA SUB 100,000 100,411

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVANCE AUTO PARTS, INC. 83,535 144,207
    AERCAP HOLDINGS NV 93,407 94,604
    ALEXION PHARMACEUTICALS, INC. 55,570 98,271
    ALLSTATE CORPORATION 148,877 140,272
    AMERIPRISE FINANCIAL, INC. 132,757 208,907
    AMGEN INC. 0 0
    ANADARKO PETROLEUM CORPORATION 267,573 337,388
    ANGLO AMERICAN PLC 0 0
    ANNALY MORTGAGE MANAGEMENT INC 100,181 105,190
    APACHE CORPORATION 183,667 256,345
    APPLE INC. 213,070 266,112
    ARM HOLDING PLC 0 0
    AVERY DENNISON CORP. 149,776 215,934
    BAKER HUGHES INCORPORATED 146,559 199,523
    BANK OF AMERICA CORPORATION 214,480 164,749
    BIOMARIN PHARMACEUTICAL INC. 79,422 89,677
    BNP PARIBAS 202,905 201,193
    BOSKALIS WESTMINSTER - CVA 100,938 150,097
    BP PLC - SPONS ADR 0 0
    CAPITAL ONE FINANCIAL CORP. 0 0
    CAREFUSION CORPORATION 166,710 208,170
    CARLSBERG A/S 0 0
    CENTRICA PLC 183,366 252,162
    CHEVRON CORPORATION 96,478 269,188
    CHINA AGRI-INDUSTRIES HOLDINGS 96,285 86,230
    CHINA HIGH SPEED TRANSMISSION 58,375 41,818
    CHINA MOBILE (HONG KONG) LIMIT 87,078 105,691
    CHUNGHWA TELECOM LTD ADR 102,144 131,151
    CISCO SYSTEMS, INC. 212,291 246,604
    CIT GROUP, INC. 87,861 112,569
    COMCAST CORPORATION - CL A 141,563 202,563
    COMERICA INCORPORATED 121,197 136,435
    COMMUNITY HEALTH CARE 163,362 146,864
    COMPAGNIE FINANCIERE RICHEMONT 0 0
    CONTINENTAL RESOURCES, INC. 62,254 155,364
    COVIDIEN LIMITED 127,226 162,550
    CREDIT SUISSE GROUP 125,355 126,496
    ERICSSON (LM) TEL - SP ADR 0 0
    FEDEX CORPORATION 137,319 197,181
    GALAXY ENTERTAINMENT GROUP LTD 61,312 79,129
    GENZYME CORPORATION 0 0
    GOLDMAN SACHS GROUP, INC. 77,188 132,846
    GOOGLE INC - CLASS A 337,128 320,744
    HERTZ GLOBAL HOLDINGS INC. 123,525 148,957
    HEWLETT-PACKARD COMPANY 181,477 183,977
    HOLOGIC, INC. 0 0
    HONEYWELL INC. 204,361 286,001
    HUMAN GENOME SCIENCES INC. 56,439 53,275
    HYUNDAI MOBIS 98,362 167,958
    INTEL CORP. 85,013 122,605
    INTERCONTINENTAL HOTELS GROUP 84,243 161,916
    INTERTEK GROUP PLC 101,995 145,344
    INTESA SANPAOLO - RNC 175,700 139,117
    INT'L BUSINESS MACHINES CORP. 0 0
    JOHNSON MATTHEY PLC 147,904 174,856
    KOREA ELECTRIC POWER CORP. 181,896 192,924
    LABORATORY CORP OF AMERICA HOL 0 0
    MASTERCARD INC - CLASS A 169,643 216,266
    MICROSOFT CORP. 333,344 362,830
    MORGAN STANLEY 127,544 110,201
    MSCI INC. - A 96,173 101,686
    NESTLE SA 0 0
    NEWMONT MINING CORPORATION 153,431 200,876
    NOBLE ENERGY, INC. 0 0
    NOVARTIS AG - ADR 195,104 209,862
    NYSE EURONEXT 115,944 135,809
    OCEANEERING INTERNATIONAL, INC 55,741 72,157
    OGX PETROLEO E GAS PARTICIPACO 84,959 108,434
    PEPSICO, INC 211,869 263,280
    PFIZER INC. 186,517 186,306
    PHILIPPINE LONG DIST TELE CO 56,622 58,853
    QUALCOMM INC. 161,666 211,817
    REGENERON PHARMACEUTICALS 60,043 66,317
    REPUBLIC SERVICES INC. CL A 140,807 153,480
    ROGERS COMMUNICATIONS -CL B 0 0
    ROYAL DUTCH SHELL PLC-ADR A 171,283 212,360
    SCHNEIDER ELECTRIC SA 62,520 199,836
    SKF AB - B SHS 113,005 200,924
    SMITHS GROUP PLC 148,199 167,635
    STATE STREET CORP. 140,408 174,702
    SUMCO CORPORATION 92,897 65,791
    SWEDBANK AB 93,101 124,456
    THE MCGRAW-HILL COMPANIES, INC   240,306
    THE TRAVELERS COMPANIES, INC. 135,121 172,723
    TORONTO-DOMINION BANK 143,523 165,711
    TULLOW OIL PLC 56,211 54,688
    VODAFONE GROUP PLC - SP ADR 200,416 274,183
    WALGREEN CO. 0 0
    WAL-MART STORES, INC. 186,456 218,956
    WELLPOINT INC. 140,245 158,639
    WELLS FARGO COMPANY 84,134 185,010
    WYNN MACAU, LIMITED 64,916 72,074
    YUM! BRANDS, INC. 103,502 204,539
    ZIMMER HOLDINGS, INC. 0 0

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    US Government Securities - End of Year Book Value:

    1,312,772
    US Government Securities - End of Year Fair Market Value:

    1,366,931
    State & Local Government Securities - End of Year Book Value:


    154,070
    State & Local Government Securities - End of Year Fair Market Value:


    151,137


    TY 2010 InvestmentsOtherSchedule2
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    5500 FUND LP AT COST 1,346,290 2,654,463

    TY 2010 LandEtcSchedule2
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2010 LegalFeesSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DRINKER BIDDLE & REATH LLP 8,600 5,733   2,867


    TY 2010 OtherExpensesSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MEMBERSHIP DUES 2,500     2,500
    INTEREST EXPENSE 5 5    
    PORTFOLIO DEDUCTIONS THRU K-1 37,647 37,647    
    BANK CHARGES 403 403    
    FEES 30 30    


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROCKEFELLER & CO - INVESTMENT 97,324 97,324    
    MERRILL LYNCH - CONSULTING FEE 10,500 10,500    


    TY 2010 TaxesSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN: 22-1761678
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US EXCISE TAX-EST PYMTS 21,900      
    FOREIGN TAX ON DIVIDENDS RECD 18,596 18,596