Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE CURTIS W MCGRAW FOUNDATION
 
% ROCKEFELLER & CO
Number and street (or P.O. box number if mail is not delivered to street address)C/O RTC NA P O BOX 5016
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY101855016
A Employer identification number

22-1761678
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$25,168,915J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 Sch. B .............
3 Interest on savings and temporary cash investments 123,644 123,644  
4 Dividends and interest from securities... 333,045 333,045  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,266,723
b Gross sales price for all assets on line 6a 9,601,819
7 Capital gain net income (from Part IV, line 2)... 1,266,723
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........ 1,723,412 1,723,412  
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)......... Click to see attachment 15,995 10,663 0 5,332
b Accounting fees (attach schedule)....... Click to see attachment 11,000 7,333 0 3,667
c Other professional fees (attach schedule).... Click to see attachment 140,903 140,903    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 75,470 23,470    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 60,832 55,322   5,510
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 304,200 237,691 0 14,509
25 Contributions, gifts, grants paid....... 1,216,350 1,216,350
26 Total expenses and disbursements. Add lines 24 and 25 1,520,550 237,691 0 1,230,859
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 202,862
b Net investment income (if negative, enter -0-) 1,485,721
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 802,163 536,785 536,785
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet66,041
Less: allowance for doubtful accounts bullet   0 66,041 66,041
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 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) 2,940,550 Click to see attachment3,134,246 3,136,246
b Investments—corporate stock (attach schedule)....... 10,567,287 Click to see attachment10,969,958 15,016,967
c Investments—corporate bonds (attach schedule)....... 3,765,262 Click to see attachment3,683,153 3,679,783
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 893,090 Click to see attachment677,583 2,733,093
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) 18,968,352 19,067,766 25,168,915
Liabilities 17 Accounts payable and accrued expenses.......... 103,448 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)......... 103,448 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........ 18,864,904 19,067,766
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 instructions)..... 18,864,904 19,067,766
31 Total liabilities and net assets/fund balances (see instructions). 18,968,352 19,067,766
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
18,864,904
2
Enter amount from Part I, line 27a .....................
2
202,862
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
19,067,766
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
19,067,766
Form 990-PF (2015)
Form 990-PF (2015)
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 SEE STATEMENT A - ST COVERED P    
b SEE STATEMENT B - ST NONCOVERED P    
c SEE STATEMENT D - LT COVERED P    
d SEE STATEMENT F - LT P    
e F/X GAIN/(LOSS) P    
(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 3,287,933   3,477,695 -184,622
b 49   49  
c 3,929,966   3,265,361 660,583
d 2,285,346   1,591,194 694,152
e 1,000   1,915 -915
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       -189,762
b        
c       664,605
d       694,152
e       -915
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 1,266,723
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 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 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))
2014 1,161,467 26,583,308 0.043692
2013 1,132,817 24,115,601 0.046974
2012 1,139,970 21,545,323 0.05291
2011 1,133,241 21,394,416 0.052969
2010 1,110,999 20,284,506 0.054771
2
Total of line 1, column (d) .....................
20.251316
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
0.050263
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
26,144,699
5
Multiply line 4 by line 3......................
5
1,314,111
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
14,857
7
Add lines 5 and 6........................
7
1,328,968
8
Enter qualifying distributions from Part XII, line 4.............
8
1,230,859
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.
Form 990-PF (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 29,714
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 29,714
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 29,714
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 43,584
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 43,584
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 100
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 13,770
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet13,770 RefundedBullet 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? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see 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 changesClick to see attachment....
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.Click to see attachment
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 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 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 atbullet10 ROCKEFELLER PLAZA 3RD FLOORNEW YORKNY ZIP+4bullet10020
    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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (see 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 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 (2015)
    Form 990-PF (2015)
    Page 7
    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 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
    CURTIS M WEBSTER TRUSTEE & PRESIDENT
    0     		0 0 0
    2 CORNELIA STREET
    NEW YORK,NY10014
    SAMUEL W LAMBERT III SECRETARY-TREASURER & TRUSTEE
    0     		0 0 0
    115 NORTH ROAD
    PRINCETON,NJ08540
    THEO M WEBSTER VICE PRESIDENT & TRUSTEE
    0     		0 0 0
    62 STONE STREET
    NEW BRUNSWICK,NJ08901
    STEPHEN N ALLEN VP & TRUSTEE
    0     		0 0 0
    115 HARRIS ROAD
    PRINCETON,NJ08540
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 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 141,403
    10 ROCKEFELLER PLAZA3RD FLOOR
    NEW YORK,NY10020
    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  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see 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
    22,950,905
    b
    Average of monthly cash balances.......................
    1b
    499,279
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,092,658
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,542,842
    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
    26,542,842
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    398,143
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,144,699
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,307,235
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,307,235
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    29,714
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    29,714
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,277,521
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,277,521
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,277,521
    Part XII
    Qualifying Distributions (see 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
    1,230,859
    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
    1,230,859
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,230,859
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 1,277,521
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 118,436
    b From 2011...... 84,866
    c From 2012...... 93,221
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 296,523
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 1,230,859
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 1,230,859
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 46,662 46,662
    (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 5 249,861
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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 instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		71,774
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		178,087
    10 Analysis of line 9:
    a Excess from 2011.... 84,866
    b Excess from 2012.... 93,221
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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     		    General Fund 5,000
    A Better Chance
    240 West 35th Street 9th floor
    New York,NY10001     		    General Fund 7,500
    Aids Resource Foundation for Children
    182 Roseville Avenue
    Newark,NJ07107     		    General Fund 7,500
    Alzheimer's Association
    225 North Michigan Avenue
    Chicago,IL60601     		    General Fund 5,000
    American Cancer Society
    PO Box 22718
    Oklahoma City,OK73123     		    General Fund 10,000
    American Red Cross
    2025 E Street NW
    Washington,DC20006     		    General Fund 5,000
    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 10,000
    Assisting Children in Need
    2 Cornelia Street Apt 402
    New York,NY10014     		    General Fund 50,000
    Blue Curtain
    115 Harris Road
    Princeton,NJ08540     		    General Fund 40,000
    Brooklyn Ballet
    145 Hicks Street Suite A-45
    Brooklyn,NY11201     		    General Fund 5,000
    Calpulli Mexican Dance Company
    9110 34th Avenue Apt 5B
    Jackson Heights,NY11372     		    General Fund 5,000
    Cancer Hope Network
    Two North Road Suite A
    Chester,NJ07930     		    General Fund 5,000
    CARE
    151 Ellis Street NE
    Atlanta,GA30303     		    General Fund 5,000
    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 10,000
    Centurion Ministries
    221 Witherspoon Street
    Princeton,NJ08542     		    General Fund 10,000
    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 5,000
    Company of Fools
    P O Box 329
    Hailey,ID83333     		    General Fund 1,000
    Corner House
    369 Witherspoon Street
    Princeton,NJ08540     		    General Fund 10,000
    Council of NJ Grantmakers
    101 West State Street
    Trenton,NJ08608     		    General Fund 250
    Council on Foundations
    PO Box 75661
    Baltimore,MD21275     		    General Fund 100
    Crawford House Inc
    362 Sunset Road
    Skillman,NJ08558     		    General Fund 10,000
    Coalition for Asian American Children and Families
    50 Broad Street 18th Floor
    New York,NY10004     		    General Fund 5,000
    Drug Policy Alliance
    925 Ninth Avenue
    New York,NY10019     		    General Fund 10,000
    El Puente de Williamsburg Inc
    211 South 4th Street
    Brooklyn,NY11211     		    General Fund 20,000
    Safe in Hunterdon
    47 East Main Street
    Flemington,NJ08822     		    General Fund 10,000
    First Baptist Church of Princeton
    PO Box 501
    Princeton,NJ08540     		    General Fund 5,000
    Foxcroft School
    PO Box 5555
    Middleburg,VA20118     		    General Fund 10,000
    NYC Lab School
    333 West 17th Street
    New York,NY10011     		    General Fund 3,000
    MOTHERS2MOTHERS INTERNATIONAL
    1622 N Curson Avenue
    Los Angeles,CA90046     		    General Fund 10,000
    Green Faith
    46 Bayard Street Suite 401
    New Brunswick,NJ08901     		    General Fund 5,000
    Historic Morven
    55 Stockton Street
    Princeton,NJ08540     		    General Fund 5,000
    Hitops
    21 Wiggins Street
    Princeton,NJ08540     		    General Fund 10,000
    Home Front
    1880 Princeton Avenue
    Lawrenceville,NJ08648     		    General Fund 10,000
    Housing Initiatives of Princeton
    11 Mercer Street
    Princeton,NJ08540     		    General Fund 5,000
    Interfaith Caregivers TrentonFaith In Action
    229 Lawrence Road
    Lawrenceville,NJ08648     		    General Fund 5,000
    ISLES
    10 Wood Street
    Trenton,NJ08618     		    General Fund 15,000
    Jewish Renaissance Foundation
    PO Box 2506 149 Kearny Avenue
    Perth Amboy,NJ08862     		    General Fund 2,500
    La Mama
    74A East 4th Street
    New York,NY10003     		    General Fund 25,000
    Lebanese American University
    475 Riverside Drive
    New York,NY10115     		    General Fund 15,000
    Lighthouse Guild 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 5,000
    Mary Jacobs Memorial Library
    64 Washington Street
    Rocky Hill,NJ08553     		    General Fund 3,500
    McCarter Theater
    91 University Place
    Princeton,NJ08540     		    General Fund 25,000
    Mercer Street Friends
    151 Mercer Street
    Trenton,NJ08611     		    General Fund 5,000
    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 7,500
    Nassau Presbyterian Church
    61 Nassau Street
    Princeton,NJ08542     		    General Fund 25,000
    National Sports Academy
    12 Lake Placid Club Drive
    Lake Placid,NY12946     		    General Fund 5,000
    New Jersey Aids Partnership
    15 Princess Road
    Lawrenceville,NJ08648     		    General Fund 2,500
    New Jersey Conservation Foundation
    Bamboo Brook
    Far Hills,NJ07931     		    General Fund 5,000
    New Jersey SEEDS Center
    303-309 Washington Street 4th floo
    Newark,NJ07102     		    General Fund 7,500
    North Country SPCA
    PO Box 55
    7700 State Route 9N
    Elizabethtown,NY12932     		    General Fund 5,000
    Partnership for the Delaware Estuary Inc
    1009 Philadelphia Pike
    Wilmington,DE19809     		    General Fund 5,000
    Passage Theatre Company
    P O Box 967
    Trenton,NJ08605     		    General Fund 5,000
    Philabundance
    P O Box 37555
    Philadelphia,PA19148     		    General Fund 5,000
    Planned Parenthood of Central and Greater Northern
    196 Speedwell Avenue
    Morristown,NJ07960     		    General Fund 50,000
    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 10,000
    Princeton Adult School
    P O Box 701
    Princeton,NJ08542     		    General Fund 2,500
    Princeton Symphony Orchestra
    P O Box 250
    Princeton,NJ08540     		    General Fund 7,500
    Princeton Child Development Institute
    300 Cold Soil Road
    Princeton,NJ08540     		    General Fund 7,500
    Princeton Day School
    P O Box 75
    Princeton,NJ08542     		    General Fund 50,000
    Princeton Friends School
    470 Quaker Road
    Princeton,NJ08540     		    General Fund 30,000
    Princeton Public Library
    65 Witherspoon Street
    Princeton,NJ08542     		    General Fund 7,500
    Princeton Senior Resource Center
    Spruce Circle
    Princeton,NJ08540     		    General Fund 10,000
    Princeton University
    P O Box 46
    Princeton,NJ08544     		    General Fund 5,000
    Princeton YMCA
    Paul Robeson Place
    Princeton,NJ08540     		    General Fund 5,000
    Princeton-Blairstown Center
    158 Millbrook Road
    Blairstown,NJ07825     		    General Fund 7,500
    Princeton-YWCA
    Paul Robeson Place
    Princeton,NJ08540     		    General Fund 5,000
    Rutgers University Foundation
    7 College Avenue
    New Brunswick,NJ08901     		    General Fund 10,000
    Sarah Lawrence College
    1 Mead Way
    Bronxville,NY10708     		    General Fund 2,500
    Second Wind
    759 State Road
    Princeton,NJ08540     		    General Fund 10,000
    Sheridan College Foundation
    P O Box 6328
    Sheridan,WY82801     		    General Fund 5,000
    Small Animal Rescue League
    900 Herrontown Road
    Princeton,NJ08540     		    General Fund 5,000
    Somerset Home for Temporarily Displaced Children
    49 Brahma Avenue
    Bridgewater,NJ08807     		    General Fund 7,500
    South Brunswick Board of Education
    PO Box 181 4 Executive Drive
    Monmouth Junction,NJ08852     		    General Fund 5,000
    St Luke's WOOD RIVER FOUNDATION
    P O Box 7005
    KETCHUM,ID83340     		    General Fund 10,000
    Stony Brook-Millstone Watersheds Assoc
    31 Titus Mill Road
    Pennington,NJ08534     		    General Fund 10,000
    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 50,000
    The Builders Association
    453 Broome Street 4C
    New York,NY10013     		    General Fund 10,000
    The Career Wardrobe
    1211 Chesnut Street- Suite 205
    Philadelphia,PA19107     		    General Fund 2,500
    The Community Library Association Inc
    P O Box 2168
    Boise,ID83340     		    General Fund 1,000
    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 5,000
    The Joy of Athletics Foundation
    P O Box 216
    Richmond,MA01254     		    General Fund 7,500
    The Lawrenceville School
    P O Box 6125
    Lawrenceville,NJ08648     		    General Fund 15,000
    Newgrange School and Education Center
    526 South Olden Avenue
    Hamilton,NJ08629     		    General Fund 2,500
    The Trenton Area Soup Kitchen
    P O Box 872
    Trenton,NJ08605     		    General Fund 15,000
    TIGHAR
    2812 Fawkes Drive
    Wilmington,DE19808     		    General Fund 35,000
    Trinity Counseling Service
    22 Stockton Street
    Princeton,NJ08540     		    General Fund 5,000
    VOLUNTEERCONNECT INC
    120 JOHN STREET SUITE 7
    PRINCETON,NJ08542     		    General Fund 5,000
    VOICES
    P O Box 404
    Princeton,NJ08534     		    General Fund 2,500
    Womanspace Inc
    1212 Stuyvesant Avenue
    Trenton,NJ08618     		    General Fund 10,000
    Women Helping Women
    224 Main Street
    Metuchen,NJ08840     		    General Fund 5,000
    Women's Entrepreneurial Foundation
    127 US Highway 206 Suite 28
    Hamilton,NJ08610     		    General Fund 5,000
    Zufall Health Center of Somerville
    95 Veterans Memorial Drive East
    Somerville,NJ08876     		    General Fund 5,000
    SOMEONE CARES SOUP KITCHEN & TUTORING
    720 WEST 19 STREET
    COSTA MESA,CA92627     		    GENERAL FUND 2,500
    ST FRANCIS FOOD PANTIRES & SHELTERS
    450 SEVENTH AVENUE
    NEW YORK,NY10123     		    GENERAL FUND 5,000
    UIH FAMILY PARTNERS
    764 BELLEVUE AVENUE
    TRENTON,NJ08618     		    GENERAL FUND 5,000
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540     		    GENERAL FUND 2,500
    PRINCETON HEALTHCARE SYSTEM FOUNDATION
    253 WITHERSPOON STREET
    PRINCETON,NJ08540     		    GENERAL FUND 100,000
    POWDERMILL NATURE RESERVE
    HC 64 BOX 453
    RECTOR,PA15677     		    GENERAL FUND 7,500
    INSTITUTO ARTE TEATRAL INTERNACIONAL INC
    64 EAST 4 STREET 2ND FL
    NEW YORK,NY10003     		    GENERAL FUND 5,000
    INTAR THEATRE
    POB 756
    NEW YORK,NY10108     		    GENERAL FUND 5,000
    PROVIDENCE CATHOLIC SCHOOL INC
    1215 N ST MARYS STREET
    SAN ANTONIO,TX78215     		    GENERAL FUND 5,000
    ST ANN'S WAREHOUSE INC
    55 WASHINGTON STREET SUITE 458
    BROOKLYN,NY11201     		    GENERAL FUND 10,000
    ISAMU NOGUCHI FOUNDATION & GARDEN MUSEUM
    3237 VERNON BLVD
    LONG ISLAND CITY,NY11106     		    GENERAL FUND 7,500
    FRIENDS OF PRINCETON OPEN SPACES
    POB 374
    PRINCETON,NJ08542     		    GENERAL FUND 7,500
    PRINCETON CHARTER SCHOOL
    100 BUNN DRIVE
    PRINCETON,NJ08540     		    GENERAL FUND 10,000
    PRINCETON ART MUSEUM
    PRINCETON UNIVERSITY
    POB 35
    PRINCETON,NJ08544     		    GENERAL FUND 5,000
    COALITION FOR HISPANIC FAMILY SERVICES
    3158 WYCKOFF AVENUE
    NEW YORK,NY11237     		    GENERAL FUND 7,500
    BOYS' & GIRLS' CLUB OF TRENTON-MERCER COUNTY INC
    212 CENTRE STREET
    TRENTON,NJ08611     		    General Fund 15,000
    PINELANDS PRESERVATION ALLIANCE INC
    17 PEMBERTON ROAD
    SOUTHAMPTON,NJ08088     		    GENERAL FUND 7,500
    STATE THEATRE
    15 LIVINGSTON AVENUE
    NEW BRUNSWICK,NJ08901     		    GENERAL FUND 7,500
    YOUNG SCHOLARS INSTITUTE
    399 W STATE STREET
    TRENTON,NJ08618     		    GENERAL FUND 5,000
    BALLET HISPANICO OF NEW YORK
    167 WEST 89 STREET
    NEW YORK,NY10024     		    GENERAL FUND 5,000
    Total .................................bullet 3a 1,216,350
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 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....          
    3
    Interest on savings and temporary cash investments ...........     		    14 123,644  
    4 Dividends and interest from securities....     14 333,045  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 1,266,723  
    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)..   1,723,412  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,723,412
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 11,000 7,333   3,667

    TY 2015 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 2015 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 2015 InvestmentsCorpBondsSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN:
    22-1761678
    Name of Bond End of Year Book Value End of Year Fair Market Value
    201000 CITY GROUP 2.5% CORP 203,804 202,746
    161000 CVS HEALTH CORP 4% 172,072 167,314
    147000 DUKE ENERGY INDIAN3.75% 153,135 154,757
    188000 BANK OF AMERICA CORP 196,415 195,572
    211000 KROGER COMP 4% 221,476 218,681
    133000 ANHEUSER-BUSCH COS LLC 137,392 137,104
    104000 CITIGROUP INC. 4.45%    
    179000 GOLDMAN SACHS GROUP 173,813 181,033
    134000 LUBRIZOL CORP SR NOTES 161,725 160,051
    184000 PNC FUNDING CORP. 5.125 199,787 202,346
    197000 US BANCORP 2.2% 2016 199,214 198,899
    174000 YUM! BRANDS INC. 6.25% 0 0
    202,000 AMERICAN EXPRESS CRED 204,743 204,573
    178000 ASSOCIATES CORP 6.95% 0 0
    147000 DUKE ENERGY INDIANA INC 0 0
    183000 FFCB 4.875% 1/17/17 188,766 190,408
    175000 FHLB .625% DUE 12/28/16 174,956 174,616
    227000 FEDEX CORP NOTES 2.625% 0 0
    180000 FHLB CORP .75% DUE 2016 0 0
    206000 FIFTH THIRD BANK FITB 207,837 206,587
    183000 JPMORGAN CHASE & CO. 194,275 195,656
    165000 MORGAN STANLEY 5.45% 204,985 193,175
    144000 UPS 1.125% DUE 10/1/17 143,633 143,893
    134000 VERIZON COMM 5.15% 139,584 147,310
    181000 WACHOVIA CORP. 5.75% 195,601 195,496
    209000 WALT DISNEY CO 1.35% 209,940 209,566

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN:
    22-1761678
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CABOT OIL & GAS CORPORATION 290,372 167,188
    ABN AMRO GROUP N.V. - CVA 81,744 87,235
    AFLAC, INC. 223,171 283,207
    ALEXION PHARMACEUTICALS, INC. 0 0
    AMADA CO. LTD 106,189 159,684
    DELPHI AUTOMOTIVE PLC 96,301 257,276
    ANADARKO PETROLEUM CORPORATION 0 0
    ALIBABA GROUP HOLDING LTD 235,637 212,033
    APACHE CORPORATION 0 0
    CAPITAL ONE FINANCIAL CORP. 306,735 324,305
    ING GROEP NV 299,480 389,734
    BAKER HUGHES INCORPORATED 0 0
    J.P. MORGAN CHASE & CO. 201,709 404,830
    MERCK & CO., INC. 180,390 243,342
    BOSKALIS WESTMINSTER - CVA 0 0
    CHEVRON CORPORATION 170,142 265,832
    EBAY INC. 0 0
    E-HOUSE CHINA HOLDINGS LTD ADR 0 0
    CHINA MOBILE (HONG KONG) LIMIT 0 0
    COMCAST CORPORATION - CL A 136,727 271,936
    EXPRESS SCRIPTS HOLDING INC. 179,680 230,762
    INTERXION HOLDING NV 81,378 93,194
    ORACLE CORPORATION 213,590 243,436
    CTRIP.COM INTERNATIONAL-ADR 59,424 126,018
    KANSAI ELECTRIC POWER COMPANY 282,767 357,973
    ALPHABET INC. - CLASS A 79,171 244,295
    ALPHABET INC. - CLASS C 122,637 349,085
    GOOGLE INC - CLASS A 0 0
    ANNALY CAPITAL MANAGEMENT INC. 198,247 180,856
    GOOGLE INC - CLASS C 0 0
    HONEYWELL INC. 83,495 228,165
    HYUNDAI MOTOR CO., LTD. - PFD 48,802 56,492
    HYUNDAI MOTOR CO., LTD. - 2ND 159,993 171,607
    PICC PROPERTY & CASUALTY CO 0 0
    INCYTE CORPORATION 0 0
    KALBE FARMA TBK PT 0 0
    MALLINCKRODT PLC 134,545 224,039
    JOHNSON MATTHEY PLC 66,116 92,744
    KOREA ELECTRIC POWER CORPORATI 260,362 427,594
    LEJU HOLDINGS LTD ADR 0 0
    LLOYDS TSB GROUP PLC 310,262 270,274
    MICROSOFT CORP. 185,013 424,200
    BAIDU.COM, INC. 207,800 211,914
    BAXALTA INC 188,396 229,926
    MARVELL TECHNOLOGY GROUP LTD. 0 0
    REINSURANCE GROUP OF AMERICA 183,968 250,576
    NGK SPARK PLUG CO., LTD. 78,853 152,363
    NOVARTIS AG - ADR 218,852 339,944
    ST. JUDE MEDICAL 163,923 181,357
    BECTON DICKINSON & CO 203,725 231,597
    BUFFALO WILD WINGS INC 160,505 158,852
    CERNER CORPORATION 190,579 192,063
    UNITED CONTINENTAL HOLDINGS 217,900 345,290
    VISA INC. - CLASS A 170,453 251,650
    PRUDENTIAL PLC 81,758 186,568
    QUALCOMM INC. 0 0
    MGM RESORTS INTERNATIONAL 0 0
    REGENERON PHARMACEUTICALS 8,417 154,175
    ROCHE HOLDINGS AG 0 0
    ROYAL DUTCH SHELL PLC-ADR A 329,937 248,800
    SAFRAN SA 122,815 297,948
    NABTESCO CORP. 139,046 117,436
    ROYAL CARIBBEAN CRUISES LTD 111,822 388,849
    SEMEN GRESIK (PERSERO) TBK 0 0
    COMPAGNIE DE SAINT-GOBAIN 198,823 184,896
    CVS HEALTH CORPORATION 341,339 311,593
    PENTAIR, PLC 291,827 227,491
    SMC CORPORATION 109,375 158,487
    SOFTBANK 0 0
    SWEDBANK AB 115,804 184,588
    VALEO SA 0 0
    DARLING INGREDIENTS INC. 0 0
    TORONTO-DOMINION BANK 0 0
    WAL-MART STORES, INC. 0 0
    WELLS FARGO COMPANY 86,488 330,020
    HEIDELBERGCEMENT AG 240,712 252,012
    YUM! BRANDS, INC. 0 0
    KINDER MORGAN INC 193,630 183,889
    MCGRAW HILL FINANCIAL INC. 0 537,261
    NAVER CORP 75,186 89,524
    NIPPON TELEGRAPH AND TELEPHONE 324,544 442,286
    PT BANK RAKYAT INDONESIA 106,357 92,675
    PT SEMEN INDONESIA (PERSERO) 82,215 59,335
    SBA COMMUNICATIONS 209,717 195,430
    SOUTHWEST AIRLINES CO 188,495 192,823
    TE CONNECTIVITY LIM 144,730 149,443
    TOKYO GAS CO., LTD. 152,142 147,120
    ULTRAGENYX PHARMACEUTICAL 83,394 95,240
    USG CORPORATION 119,844 101,094
    WEC ENERGY GROUP, INC 332,508 355,116

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN:
    22-1761678
    US Government Securities - End of Year Book Value:

    1,721,196
    US Government Securities - End of Year Fair Market Value:

    1,725,767
    State & Local Government Securities - End of Year Book Value:


    1,413,050
    State & Local Government Securities - End of Year Fair Market Value:


    1,410,479


    TY 2015 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 677,583 2,733,093

    TY 2015 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 15,995 10,663   5,332


    TY 2015 OtherDecreasesSchedule
    Name:
    THE CURTIS W MCGRAW FOUNDATION
    EIN:
    22-1761678
    Description Amount
    NONDEDUCTIBLE EXPENSE 0


    TY 2015 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 5,480     5,480
    FEES 30     30
    PORTFOLIO DEDUCTIONS THRU K-1 42,862 42,862    
    BANK CHARGES 656 656    
    CUSTODY FEES 11,804 11,804    


    TY 2015 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 130,403 130,403    
    MERRILL LYNCH - CONSULTING FEE 10,500 10,500    


    TY 2015 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 52,000      
    FOREIGN TAX ON DIVIDENDS RECD 23,470 23,470