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 03-01-2010 , and ending 02-28-2011
G
Check all that apply:
Name of foundation
CASADO LUIS A CHARITABLE TR
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX ONE TRUST TAX DEPT   Room/suite
City or town, state, and ZIP code
WICHITA, KS67201
A Employer identification number

48-6336948
B Telephone number (see page 10 of the instructions)

(316) 383-1456
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$2,812,164J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 45,805 45,805  
4 Dividends and interest from securities...... 54,524 54,524  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 158,109
b Gross sales price for all assets on line 6a 1,473,353
7 Capital gain net income (from Part IV, line 2)... 158,109
8 Net short-term capital gain......... 0
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........ 258,438 258,438  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,573 19,786   19,786
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 536 268 0 268
b Accounting fees (attach schedule)....... Click to see attachment 1,450 725 0 725
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 2,584 2,584   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 57 57    
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,200 23,420 0 20,779
25 Contributions, gifts, grants paid........ 124,120 124,120
26 Total expenses and disbursements. Add lines 24 and 25 168,320 23,420 0 144,899
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 90,118
b Net investment income (if negative, enter -0-) 235,018
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 157,190    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   1,305 0 0
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 bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,004,462 Click to see attachment1,207,735 1,671,468
c Investments—corporate bonds (attach schedule)........ 1,029,713 Click to see attachment1,072,229 1,131,714
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)   Click to see attachment8,982 Click to see attachment8,982
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,192,670 2,288,946 2,812,164
Liabilities 17 Accounts payable and accrued expenses..........   6,173
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)..........   6,173
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.........   2,282,773
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 2,192,670  
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,192,670 2,282,773
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,192,670 2,288,946
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 2,192,670
2 Enter amount from Part I, line 27a...................... 2 90,118
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,282,788
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 15
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 2,282,773
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 187. ABBOTT LABS COM 09/1998 .01   2009-08-18 2011-01-05
b 180. ACXIOM CORP COM   2009-02-23 2010-12-23
c 106. AFFILIATED MANAGERS GROUP INC COM   2010-03-22 2010-08-02
d 53. ALLEGIANT TRAVEL CO COM   2010-02-02 2010-03-22
e 288. ALTRIA GROUP INC COM   2009-10-16 2010-03-22
50000. AMERICAN EXPRESS CR CORP MEDIUM TERM NTS TRANCHE # TR 00047 5.0   2005-12-14 2010-12-02
.539 AI INTERMEDIATE BOND FUND   2010-01-15 2010-07-15
47.222 AI STOCK FUND   2004-01-05 2010-07-15
70.493 AI STOCK FUND   2004-01-05 2010-11-16
489.02 AI INT'L MULTI-MGR STOCK FUND   2004-01-05 2010-11-16
50000. ANHEUSER-BUSCH COS INC MEDIUM TERM NTS TRANCHE # TR 00003 5.625   2005-12-01 2010-10-01
94. APACHE CORP COM   2009-01-14 2010-07-02
135. ARCELORMITTAL SA LUXEMBOURG N Y REGISTRY SHS   2010-06-02 2010-07-02
128. ARCELORMITTAL SA LUXEMBOURG N Y REGISTRY SHS   2010-06-02 2010-08-02
250. ARCHER DANIELS MIDLAND CO COM   2010-08-27 2011-01-05
80. AVALONBAY CMNTYS INC COM   2010-10-07 2011-02-22
179. BANCO SANTANDER SA ADR   2009-01-29 2010-04-29
651. BANCO SANTANDER SA ADR   2009-07-07 2010-05-07
402. BANCORPSOUTH INC COM   2009-01-21 2010-03-22
230. BANK OF AMERICA CORPORATION COM   2009-12-10 2010-03-22
596. BANK OF AMERICA CORPORATION COM   2009-03-23 2010-08-02
48. BANK NEW YORK MELLON CORP COM   2009-02-23 2010-03-22
46. BARRICK GOLD CORP COM   2009-12-04 2010-04-20
127. BARRICK GOLD CORP COM   2011-01-05 2011-01-14
100. BAXTER INTL INC COM   2009-03-17 2010-03-22
143. BAXTER INTL INC COM   2009-07-13 2010-04-29
456. BERRY PETE CO CL A   2009-05-01 2010-05-07
271. BEST BUY INC COM   2008-12-24 2010-04-20
203. BEST BUY INC COM   2010-12-01 2010-12-23
130. BHP BILLITON LTD SPONSORED ADR   2009-10-27 2010-04-29
27. BIO-RAD LABORATORIES CL A   2009-01-21 2010-04-20
401. BROADCOM CORP CL A   2009-05-15 2010-05-24
184. CANON INC ADR REPSTG 5 SHS   2010-05-24 2010-07-02
87. CARDINAL HEALTH INC COM   2010-03-22 2010-05-24
129. CARDINAL HEALTH INC COM   2010-03-22 2010-07-02
16. CARDINAL HEALTH INC COM   2010-03-22 2010-10-07
396. CARTER INC COM   2009-03-17 2010-03-22
40. CELGENE CORP COM   2010-01-26 2010-06-02
196. CHICAGO BRDG & IRON CO N V N Y REGISTRY SH   2010-06-17 2010-07-02
238. CHOICE HOTELS INTL INC COM   2010-08-02 2010-08-20
155. CISCO SYS INC COM   2010-04-29 2010-05-07
160. CISCO SYS INC COM   2010-04-29 2010-06-02
372. CISCO SYS INC COM   2010-08-20 2010-12-01
74. CLIFFS NAT RES INC COM   2010-04-20 2010-05-07
51. CLIFFS NAT RES INC COM   2010-04-20 2010-06-17
151. COLUMBIA SPORTSWEAR CO COM   2010-06-02 2010-07-02
457. CORNING INC COM   2010-05-07 2010-08-20
33. COVANCE INC COM   2009-01-21 2010-08-02
289. DARDEN RESTAURANTS INC COM   2009-12-28 2010-04-20
126. DELTA AIR LINES INC DEL COM NEW   2010-06-17 2010-07-02
507. DELTA AIR LINES INC DEL COM NEW   2010-06-17 2010-10-07
15. DESARROLLADORA HOMEX S A DE CV SPONSORED ADR   2009-06-09 2010-03-22
230. DR PEPPER SNAPPLE GROUP INC COM   2010-03-22 2010-11-02
182. DUKE ENERGY HLDG CORP COM   2009-03-17 2010-03-22
460. DUKE ENERGY HLDG CORP COM   2010-08-02 2010-10-07
669. E M C CORP MASS COM   2009-03-17 2010-07-02
278. E ON AG SPONSORED ADR   2009-03-17 2010-10-07
501. EATON VANCE CORP COM NON VTG   2008-11-20 2010-03-22
120. EBAY INC COM   2010-06-02 2010-07-02
213. FTI CONSULTING INC COM   2010-03-22 2010-08-02
68. FEDEX CORP COM   2010-04-20 2010-05-07
16. FEDEX CORP COM   2010-04-20 2010-06-02
43. FEDEX CORP COM     2010-06-17
10.304 FIDELITY ADVISOR SMALL CAP FUND CLASS I #298   2010-02-09 2010-07-15
19.976 FIDELITY ADVISOR SMALL CAP FUND CLASS I #298   2010-02-09 2010-11-16
19.706 FIDELITY ADVISOR SMALL CAP FUND CLASS I #298     2011-01-18
142. FOREST LABS INC COM   2010-03-22 2010-04-29
126. FOREST LABS INC COM   2010-03-22 2010-08-02
269. FOREST LABS INC COM   2010-07-02 2010-12-01
164. FREEPORT-MCMORAN COPPER & GOLD CL B (SPECIAL CONDITION RIGHTS AT   2008-12-24 2010-11-08
198. FUJIFILM HLDGS CORP ADR 2 ORD   2010-05-07 2010-05-24
42. FUJIFILM HLDGS CORP ADR 2 ORD   2010-05-07 2010-06-02
601. GENERAL ELEC CO COM   2009-12-10 2010-09-10
237. GENERAL MILLS INC COM   2009-08-07 2010-08-20
245. GENERAL MILLS INC COM   2009-08-07 2010-11-02
15.997 GOLDMAN SACHS MID CAP VALUE FUND - INST   2007-01-23 2010-07-15
16.481 GOLDMAN SACHS MID CAP VALUE FUND - INST   2007-01-23 2010-11-16
19.423 GOLDMAN SACHS MID CAP VALUE FUND - INST   2007-01-23 2011-01-18
218.098 GOLDMAN SACHS SATELLITE S - IS   2009-03-12 2010-03-29
42.661 GOLDMAN SACHS SATELLITE S - IS   2008-05-20 2010-07-15
88.706 GOLDMAN SACHS SATELLITE S - IS   2008-05-20 2010-11-16
1.741 GOLDMAN SACHS SATELLITE S - IS   2008-05-20 2011-01-18
13. GOOGLE INC CL A     2010-04-29
10. GOOGLE INC CL A   2009-12-10 2010-05-07
98. GREENHILL & CO INC COM   2010-03-22 2010-06-02
265. GYMBOREE CORP COM   2009-10-16 2010-05-07
98. HNI CORP COM   2009-10-08 2010-03-22
56. HANCOCK JOHN BK & THRIFT OPPORTUNITY FD SH BEN INT NEW   2009-02-17 2010-03-22
84. HANSEN NATURAL CORP COM   2009-03-05 2010-03-22
66. HARRIS CORP DEL COM   2010-05-07 2010-06-02
100. HARRIS CORP DEL COM   2010-05-07 2010-08-02
116. HEIDRICK & STRUGGLES INTL COM   2009-02-23 2010-08-27
171. HEWLETT PACKARD CO COM   2010-08-02 2010-08-20
286. HEWLETT PACKARD CO COM   2009-10-08 2010-08-27
84. HOSPIRA INC COM   2010-05-07 2010-06-02
66. HOSPIRA INC COM   2010-05-07 2010-08-02
258. HUMANA INC COM   2009-06-19 2010-06-24
23. HUMANA INC COM   2010-11-02 2010-12-23
333. HUNT J B TRANS SVCS INC COM   2009-01-21 2010-03-22
97. IDEX CORP COM   2010-04-20 2010-05-07
79. IDEX CORP COM   2010-04-20 2010-06-02
147. IDEX CORP COM   2010-08-02 2010-08-27
498. INTEL CORP COM   2009-03-17 2010-03-22
367. INTEL CORP COM   2010-05-24 2010-07-02
126. INTL BUSINESS MACHINES CORP COM     2010-04-20
294. JP MORGAN CHASE & CO COM   2009-04-02 2010-05-24
133. JOHNSON & JOHNSON COM   2009-07-13 2010-11-08
327. JOHNSON CONTROLS INC COM   2009-03-23 2010-04-20
74. KELLOGG COMPANY COM   2009-01-21 2010-08-20
165. KELLOGG COMPANY COM   2009-02-17 2010-10-07
32. KELLOGG COMPANY COM   2009-03-17 2011-02-22
378. KILROY RLTY CORP COM   2009-07-07 2011-02-22
133. KIMBERLY CLARK CORP COM   2009-02-23 2010-07-02
129. KOHLS CORP COM   2010-04-29 2010-07-02
22. KOHLS CORP COM   2010-04-29 2010-08-20
136. KROGER CO COMMON STOCK   2010-05-07 2010-06-02
227. KROGER CO COMMON STOCK   2010-05-07 2010-06-17
398. KROGER CO COMMON STOCK   2010-11-02 2011-01-05
52. L-3 COMMUNICATIONS HLDGS INC COM   2010-05-07 2010-06-02
38. L-3 COMMUNICATIONS HLDGS INC COM   2010-05-07 2010-06-24
28. LABORATORY CORP AMER HLDGS COM NEW   2008-10-23 2011-02-22
99. LIBERTY PPTY TR SH BEN INT   2009-03-11 2010-03-22
3.365 MFS RESEARCH BOND FUND CLASS I #878   2003-12-26 2010-07-15
253.831 MFS RESEARCH BOND FUND CLASS I #878   2010-01-15 2010-11-16
5942.936 MFS RESEARCH BOND FUND CLASS I #878     2010-11-16
288.224 MFS RESEARCH BOND FUND CLASS I #878   2010-03-29 2011-02-28
9508.28 MFS RESEARCH BOND FUND CLASS I #878     2011-02-28
4.333 MFS INTERNATIONAL DIVERSIFICATION FUND CL I   2010-02-09 2010-07-15
30.624 MFS INTERNATIONAL DIVERSIFICATION FUND CL I   2010-11-16 2011-01-18
85.352 MFS INTL NEW DISCOVERY FUND INSTL   2010-02-26 2010-03-29
278. MARATHON OIL CORP COM   2008-11-20 2010-03-22
94. MCKESSON CORP COM   2010-05-07 2010-08-02
27. MCKESSON CORP COM   2010-05-07 2010-08-27
170. MEDCO HEALTH SOLUTIONS INC COM   2010-06-24 2010-08-02
59. MERCK & CO INC NEW COM   2009-12-04 2010-05-07
259. MERCK & CO INC NEW COM   2009-12-04 2011-01-14
344. METLIFE INC COM   2009-04-02 2010-04-20
165. MOSAIC CO COM   2010-08-02 2010-10-07
89. NATIONAL GRID TRANSCO PLC SPON ADR NEW   2009-02-23 2010-03-22
205. NORDSTROM INC COM   2010-04-20 2010-04-29
158. OMNICOM GROUP INC COM   2010-04-20 2010-04-29
85. OMNICOM GROUP INC COM   2010-04-20 2010-05-24
148. OMNICOM GROUP INC COM   2010-03-22 2010-08-02
65. OMNICOM GROUP INC COM   2010-03-22 2010-08-27
431. PDL BIOPHARMA INC COM   2009-02-27 2010-03-22
162. PEPSICO INC COM   2010-04-29 2010-06-02
330. PETSMART INC COM   2009-03-11 2010-03-22
51. POLARIS INDS INC COM   2010-04-20 2010-05-07
95. POTASH CORP OF SASKATCHEWAN COM   2009-10-27 2010-04-20
11.66 T ROWE PRICE GROWTH STK FD INC COM #40   2006-05-25 2010-07-15
24.338 T ROWE PRICE GROWTH STK FD INC COM #40   2006-05-25 2010-11-16
17.857 T ROWE PRICE GROWTH STK FD INC COM #40   2006-05-25 2011-01-18
95. PUBLIC SVC ENTERPRISE GROUP INC COM   2008-10-16 2010-03-22
171. QUALCOMM INC COM   2009-03-05 2010-03-22
28. QUEST DIAGNOSTICS INC COM   2009-02-23 2010-03-22
1530. QWEST COMMUNICATIONS INTL INC COM   2010-05-24 2010-09-10
71. RWE AG SPONSORED ADR REPSTG ORD PAR DM 50   2009-03-23 2010-07-02
32. RWE AG SPONSORED ADR REPSTG ORD PAR DM 50   2009-03-23 2010-11-02
177. RAYTHEON CO COM NEW   2009-04-23 2010-08-02
16. REGENCY CTRS CORP COM   2009-03-17 2010-03-22
203. REINSURANCE GROUP AMER INC COM NEW   2009-08-07 2010-08-27
220. ROCHE HLDG LTD SPONSORED ADR   2009-03-05 2011-02-22
527. SEI INVTS CO COM   2009-03-05 2010-03-22
82. SCHLUMBERGER LTD COM   2008-11-20 2010-08-02
402. SCOTTISH & SOUTHN ENERGY PLC SPONSORED ADR   2009-03-11 2010-03-22
727. SOCIETE GENERALE FRANCE SPONSORED ADR   2010-11-08 2010-12-01
248. SOUTHERN CO COM   2009-04-23 2010-11-08
139. STANLEY BLACK & DECKER INC COM   2010-06-02 2010-06-24
231. STATE STR CORP COM   2010-12-01 2011-02-22
386. STATOIL ASA SPONSORED ADR   2009-02-23 2010-12-01
170. STILLWATER MNG CO COM   2010-06-24 2010-07-02
417. STILLWATER MNG CO COM   2010-06-24 2010-11-08
133. SWISS REINS CO SPONSORED ADR   2010-06-24 2010-07-02
77. TARGET CORP COM   2010-06-02 2010-07-02
64. TARGET CORP COM   2010-06-02 2011-02-22
60. TELEFONICA S A SPONSORED ADR   2008-12-03 2011-01-14
92. TENARIS SA SPONSORED ADR   2010-01-26 2010-06-17
279. TESORO CORP COM   2008-11-07 2010-03-22
492. THOMPSON CREEK METALS CO INC COM   2010-01-26 2010-05-07
143. TIMKEN CO COM   2010-04-20 2010-06-02
234. TIMKEN CO COM   2010-08-02 2010-08-27
155. TRAVELERS COS INC COM   2010-08-20 2010-12-01
80. U.S. BANCORP COM   2009-06-19 2010-08-02
53. UNITED STATES STEEL CORP COM   2010-03-22 2010-06-17
58. UNITED STATES STEEL CORP COM   2010-03-22 2010-06-24
30. UNITED STATES STEEL CORP COM   2010-03-22 2010-07-02
39. UNITED STATIONERS INC COM   2008-10-23 2010-03-22
3.522 VANGUARD 500 INDEX FUND - SIGN #1340   2008-02-25 2010-07-15
9.038 VANGUARD 500 INDEX FUND - SIGN #1340   2008-02-25 2010-11-16
12.74 VANGUARD 500 INDEX FUND - SIGN #1340   2008-02-25 2011-01-18
185. VIACOM INC NEW CL B   2010-04-20 2010-05-07
61. VIACOM INC NEW CL B   2010-04-20 2010-08-02
114. VISA INC COM CL A   2010-10-07 2010-12-23
32. WAL MART STORES INC. COM   2008-01-14 2010-11-08
154. WAL MART STORES INC. COM   2010-08-02 2010-12-01
224. WATSON PHARMACEUTICALS INC COM   2009-03-05 2010-03-22
40000. WEATHERFORD INTL INC GTD SRNT 5.95% DTD 12/15/2007 DUE 06/15/20   2009-09-18 2010-10-21
199. XTO ENERGY INC COM   2009-02-23 2010-03-22
316. XILINX COMMON   2011-01-05 2011-01-14
430. XEROX CORP COM   2010-08-02 2010-08-20
493. YUM! BRANDS INC COM     2010-03-22
248. INGERSOLL RAND PLC SHS   2008-11-20 2010-03-22
238. INGERSOLL RAND PLC SHS   2008-11-20 2010-06-17
379. INVESCO LTD   2010-11-08 2011-02-22
66. LAZARD LTD CL A   2010-04-29 2010-05-07
428. LAZARD LTD CL A     2010-08-02
432. MARVELL TECHNOLOGY GROUP LTD   2010-11-08 2010-12-01
279. PLATINUM UNDERWRITER HLDGS   2008-10-23 2010-03-22
171. NOBLE CORPORATION BAAR NAMEN AKT   2010-04-20 2010-05-07
43. NOBLE CORPORATION BAAR NAMEN AKT   2010-04-20 2010-05-24
15. TRANSOCEAN LTD ZUG NAMEN AKT   2009-10-08 2010-05-07
371. TYCO INTERNATIONAL LTD SHS   2009-03-17 2010-10-07
(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 9,063   8,310 753
b 3,260   1,579 1,681
c 7,695   8,405 -710
d 2,964   2,772 192
e 5,869   5,238 631
50,000   50,016 -16
6   6  
612   563 49
1,001   841 160
5,389   5,751 -362
50,000   51,479 -1,479
7,762   6,773 989
3,656   3,988 -332
4,159   3,781 378
7,628   7,625 3
9,202   8,395 807
2,209   1,425 784
6,425   7,636 -1,211
8,414   6,818 1,596
3,878   3,500 378
8,564   4,303 4,261
1,480   1,058 422
1,806   1,951 -145
5,908   6,403 -495
6,005   5,151 854
6,963   7,688 -725
13,942   7,642 6,300
12,276   7,228 5,048
6,947   8,692 -1,745
9,832   9,291 541
2,925   1,709 1,216
13,029   8,397 4,632
6,826   7,603 -777
2,879   3,162 -283
4,390   4,688 -298
524   581 -57
12,058   7,579 4,479
2,091   2,324 -233
3,579   3,981 -402
7,938   8,137 -199
3,856   4,278 -422
3,709   4,416 -707
7,180   8,281 -1,101
4,248   5,237 -989
2,831   3,609 -778
6,955   7,680 -725
7,277   7,972 -695
1,275   1,221 54
13,582   10,205 3,377
1,372   1,799 -427
5,886   7,240 -1,354
392   434 -42
8,482   8,457 25
2,981   2,448 533
8,082   8,018 64
12,028   7,272 4,756
8,201   6,933 1,268
16,605   6,925 9,680
2,326   2,520 -194
7,316   8,435 -1,119
5,700   6,257 -557
1,324   1,472 -148
3,339   3,792 -453
237   225 12
506   437 69
523   491 32
3,857   4,491 -634
3,541   3,985 -444
8,667   7,309 1,358
17,254   3,552 13,702
5,914   6,453 -539
1,223   1,369 -146
9,610   9,495 115
8,314   6,816 1,498
9,014   7,046 1,968
482   635 -153
547   654 -107
727   771 -44
1,651   1,093 558
311   453 -142
699   943 -244
14   19 -5
6,864   7,861 -997
4,985   5,941 -956
6,648   8,323 -1,675
11,517   12,411 -894
2,589   2,257 332
902   579 323
3,609   2,943 666
3,101   3,136 -35
4,553   4,752 -199
2,014   1,796 218
6,760   8,114 -1,354
10,782   13,333 -2,551
4,287   4,438 -151
3,493   3,487 6
12,428   8,245 4,183
1,273   1,389 -116
11,978   6,690 5,288
3,047   3,275 -228
2,376   2,668 -292
4,482   4,808 -326
11,011   7,345 3,666
6,977   7,696 -719
16,370   11,395 4,975
11,501   8,347 3,154
8,528   7,663 865
11,180   3,976 7,204
3,665   3,288 377
8,262   6,662 1,600
1,705   1,208 497
14,398   7,445 6,953
8,054   6,319 1,735
6,273   7,348 -1,075
1,012   1,253 -241
2,719   2,982 -263
4,699   4,977 -278
8,712   8,995 -283
4,242   4,574 -332
2,870   3,342 -472
2,454   1,642 812
3,366   1,935 1,431
35   36 -1
2,675   2,584 91
62,639   61,053 1,586
3,023   2,937 86
99,742   90,743 8,999
51   49 2
422   399 23
1,649   1,553 96
8,785   6,168 2,617
5,937   6,098 -161
1,626   1,751 -125
8,116   9,669 -1,553
2,000   2,169 -169
8,899   9,521 -622
16,067   8,669 7,398
10,134   8,047 2,087
4,293   4,003 290
8,795   8,784 11
6,754   6,909 -155
3,232   3,717 -485
5,571   5,852 -281
2,298   2,570 -272
2,810   2,599 211
10,123   10,601 -478
10,451   5,999 4,452
2,862   3,062 -200
10,543   9,404 1,139
314   335 -21
735   699 36
595   513 82
2,898   2,426 472
6,920   5,982 938
1,617   1,396 221
8,905   7,880 1,025
4,731   5,116 -385
2,309   2,306 3
8,245   7,661 584
617   440 177
8,964   8,651 313
8,021   6,158 1,863
11,130   5,723 5,407
5,121   3,726 1,395
6,617   5,913 704
7,117   8,971 -1,854
9,435   7,338 2,097
7,254   7,820 -566
10,245   10,409 -164
7,948   6,357 1,591
1,907   2,159 -252
8,692   5,296 3,396
5,468   5,678 -210
3,797   4,155 -358
3,268   3,453 -185
4,228   3,653 575
3,485   4,115 -630
3,822   2,702 1,120
5,265   6,120 -855
4,090   4,568 -478
7,755   8,019 -264
8,523   7,750 773
1,940   1,433 507
2,321   3,180 -859
2,439   3,480 -1,041
1,115   1,800 -685
2,321   1,259 1,062
294   368 -74
812   946 -134
1,256   1,333 -77
6,013   6,604 -591
2,075   2,178 -103
7,815   8,398 -583
1,750   1,521 229
8,407   7,875 532
9,092   5,911 3,181
41,992   42,906 -914
9,397   6,038 3,359
9,938   9,350 588
3,793   4,265 -472
18,764   13,557 5,207
8,812   3,328 5,484
9,332   3,194 6,138
9,930   9,009 921
2,334   2,620 -286
12,984   13,356 -372
8,627   9,050 -423
10,457   7,711 2,746
6,175   7,184 -1,009
1,355   1,808 -453
1,027   1,381 -354
13,717   7,322 6,395
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       753
b       1,681
c       -710
d       192
e       631
      -16
       
      49
      160
      -362
      -1,479
      989
      -332
      378
      3
      807
      784
      -1,211
      1,596
      378
      4,261
      422
      -145
      -495
      854
      -725
      6,300
      5,048
      -1,745
      541
      1,216
      4,632
      -777
      -283
      -298
      -57
      4,479
      -233
      -402
      -199
      -422
      -707
      -1,101
      -989
      -778
      -725
      -695
      54
      3,377
      -427
      -1,354
      -42
      25
      533
      64
      4,756
      1,268
      9,680
      -194
      -1,119
      -557
      -148
      -453
      12
      69
      32
      -634
      -444
      1,358
      13,702
      -539
      -146
      115
      1,498
      1,968
      -153
      -107
      -44
      558
      -142
      -244
      -5
      -997
      -956
      -1,675
      -894
      332
      323
      666
      -35
      -199
      218
      -1,354
      -2,551
      -151
      6
      4,183
      -116
      5,288
      -228
      -292
      -326
      3,666
      -719
      4,975
      3,154
      865
      7,204
      377
      1,600
      497
      6,953
      1,735
      -1,075
      -241
      -263
      -278
      -283
      -332
      -472
      812
      1,431
      -1
      91
      1,586
      86
      8,999
      2
      23
      96
      2,617
      -161
      -125
      -1,553
      -169
      -622
      7,398
      2,087
      290
      11
      -155
      -485
      -281
      -272
      211
      -478
      4,452
      -200
      1,139
      -21
      36
      82
      472
      938
      221
      1,025
      -385
      3
      584
      177
      313
      1,863
      5,407
      1,395
      704
      -1,854
      2,097
      -566
      -164
      1,591
      -252
      3,396
      -210
      -358
      -185
      575
      -630
      1,120
      -855
      -478
      -264
      773
      507
      -859
      -1,041
      -685
      1,062
      -74
      -134
      -77
      -591
      -103
      -583
      229
      532
      3,181
      -914
      3,359
      588
      -472
      5,207
      5,484
      6,138
      921
      -286
      -372
      -423
      2,746
      -1,009
      -453
      -354
      6,395
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 2 158,109
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 151,157 2,468,755 0.061228
2008 134,089 2,557,323 0.052433
2007 176,083 3,031,473 0.058085
2006 169,620 2,857,096 0.059368
2005 171,533 2,799,360 0.061276
2 Total of line 1, column (d) ...................... 2 0.29239
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 0.058478
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 2,645,066
5 Multiply line 4 by line 3....................... 5 154,678
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,350
7 Add lines 5 and 6......................... 7 157,028
8 Enter qualifying distributions from Part XII, line 4.............. 8 144,899
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,700
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 0
3 Add lines 1 and 2............................ 3 4,700
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,700
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,364
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,364
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,336
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet   Refunded Bullet 11 0
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)bulletKS
    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 addressbullet  
    14
    The books are in care ofbulletDOUG BREHM
    INTRUST BANK NA     Telephone no.bullet (316) 383-1456
    Located atbulletP O BOX ONEWICHITAKS ZIP+4bullet67201
    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
    INTRUST BANK NA TRUSTEE
    1     		39,573    
    P O BOX ONE
    WICHITA,KS67201
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,640,401
    b
    Average of monthly cash balances.......................
    1b
    44,945
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,685,346
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    2,685,346
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    40,280
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,645,066
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    132,253
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    132,253
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    4,700
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,700
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    127,553
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    127,553
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    127,553
    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
    144,899
    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
    144,899
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    144,899
    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 7 127,553
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:2008, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 0
    b From 2006....... 22,699
    c From 2007....... 28,289
    d From 2008....... 7,403
    e From 2009....... 30,441
    fTotal of lines 3a through e......... 88,832
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 144,899
    a Applied to 2009, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 127,553
    e Remaining amount distributed out of corpus 17,346
    5 Excess distributions carryover applied to 2010. 0 0
    (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 5 106,178
    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......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    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) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		106,178
    10 Analysis of line 9:
    a Excess from 2006.... 22,699
    b Excess from 2007.... 28,289
    c Excess from 2008.... 7,403
    d Excess from 2009.... 30,441
    e Excess from 2010.... 17,346
    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).)
    NONE
    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
    EARLHAM COLLEGE
    FBO EARLHAM SCHOOL OF RELIGION
    PO BOX 193
    RICHMOND,IN473750193     		NONE PUBLIC EDUCATION 6,206
    FRIENDS UNITED MEETING
    101 QUAKER HILL DR
    RICHMOND,IN473741926     		NONE PUBLIC RELIGIOUS 18,618
    THE SALVATION ARMY
    3637 BROADWAY ST
    KANSAS CITY,MO641112503     		NONE PUBLIC CHARITABLE 6,206
    WILLIAM PENN COLLEGE
    201 TRUEBLOOD AVE
    OSKALOOSA,IA525771757     		NONE PUBLIC EDUCATION 31,030
    FRIENDS UNIVERSITY
    2100 W UNIVERSITY AVE
    WICHITA,KS672133379     		NONE PUBLIC EDUCATION 43,442
    UNIVERSITY FRIENDS CHURCH
    1840 W UNIVERSITY AVE
    WICHITA,KS672133966     		NONE PUBLIC RELIGIOUS 12,412
    MID AMERICA YEARLY MEETING
    OF FRIENDS
    2018 MAPLE ST
    WICHITA,KS672133314     		NONE PUBLIC RELIGIOUS 6,206
    Total .................................bullet 3a 124,120
    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 45,803  
    4 Dividends and interest from securities....     14 54,524  
    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     18 158,109  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROUNDING     14 2  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   258,438  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13258,438
    (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:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & ACCOUNTING FEES (ALLOC 1,450 725   725

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AI INTERMEDIATE BD FUND    
    BANK ONE CAP VI PFD 25,126 25,420
    AI ULTRA SHORT BD FUND 66,679 67,296
    JEFFERIES GROUP 42,710 42,563
    MFS RESEARCH BD FUND 93,680 102,765
    MFS RESEARCH BOND FUND    
    AM EXPRESS CO SR NOTE 57,457 57,181
    ANHEUSER BUSCH    
    WEATHERFORD INTL INC GTD SRNT    
    CITIGROUP INC SUB NOTE 51,441 52,598
    EMERSON ELECTRIC CO NOTE 51,920 55,614
    WELLS FARGO CAP VII TRUPS 22,264 24,767
    GENERAL ELECTRIC CAPITAL CORP 50,504 54,773
    GOLDMAN SACHS GROUP INC NOTE 51,540 53,257
    PITNEY BOWES INC MTN 48,192 52,598
    CLOROX CO SR NT 48,469 53,995
    HOME DEPOT 49,216 55,646
    VERIZON COMMUNICATIONS    
    SBC COMMUNICATIONS 50,403 56,014
    HEWLETT PACKARD 46,045 55,924
    ORACLE CORP 51,723 55,801
    AVALONBAY CMNTYS INC 42,560 44,870
    BNY CAP IV PFD TR 25,103 25,550
    PNC CAP TR D CAP SECS PFD 25,224 25,000
    THOMSON REUTERS 44,933 44,233
    USB CAP VII PFD TR GTD 24,816 24,830
    AI CORE PLUS FUND 66,648 67,305
    PIMCO FDS TOTAL RETURN FD 35,576 33,714

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Name of Stock End of Year Book Value End of Year Fair Market Value
    REINSURANCE GROUP    
    AI STOCK FD 13,106 17,426
    AI INTL MTLMGR 10,542 12,485
    AFFILIATED MANAGERS 7,401 13,130
    E TRADE FINANCIAL 9,316 9,268
    ALLEGIANT TRAVEL    
    REGENCY CTRS    
    BERRY PETE CO    
    FRONTIER COMMUNICATIONS 7,967 8,728
    BANK OF AMERICA 9,511 9,374
    ALTRIA GROUP 1,071 2,512
    INGERSOLL RAND    
    AT&T 26 28
    PLATINUM UNDERWRITERS    
    BANK OF NEW YORK    
    TYCO INTERNATIONAL    
    CHEVRON 23,680 31,229
    CF INDS HLDGS 8,519 12,150
    ABB LTD 1,589 2,819
    DBS GROUP HLDGS 6,902 16,068
    CENTENE CORP 9,447 10,299
    BROADCOM CORP 7,715 9,687
    U S BANCORP 13,742 16,804
    ACXIOM    
    AGCO 8,428 13,202
    FLUOR CORP 9,683 15,072
    BHP VILLITON LTD    
    GENERAL ELECTRIC 8,710 12,719
    GOOGLE 9,940 9,814
    LIBERTY PPTY TR    
    GYMBOREE    
    INTEL    
    IBM 7,700 10,037
    JP MORGAN CHASE & CO 16,657 23,065
    JOHNSON & JOHNSON    
    JOHNSON CONTROLS 3,879 13,015
    MERCK    
    KILROY RLTY    
    AUTOZONE 1,464 2,837
    APACHE CORP    
    MCDONALDS CORP 4,112 12,260
    BANCO SANTANDER    
    MICROSOFT 8,187 9,675
    L-3 COMMUNICATIONS 7,583 8,722
    ORACLE 14,942 27,077
    PDL BIOPHARMA    
    KELLOGG CO    
    PROCTER & GAMBLE 5,959 9,773
    APPLE INC 7,785 19,427
    BASF 610 667
    CELGENE CORP 7,089 6,478
    DESARROLLADORA HOMEX    
    E ON AG    
    FEDEX    
    GOLDMAN SACHS HIGH YIELD 104,217 125,052
    GOLDMAN SACHS SATELLITE 79,397 128,525
    KRAFT FOODS 1,465 2,866
    WATSON PHARMACEUTICALS    
    WAL MART STORES    
    BRITISH AMERN 2,924 4,787
    BARCLAYS 7,378 9,554
    TECK RESOURCES 7,210 13,467
    FREEPORT MCMORAN    
    SCHLUMBERGER 5,865 14,106
    HOME DEPOT 8,027 10,117
    MEAD JOHNSON NUTRITION 10,287 14,125
    BANCORPSOUTH    
    NEWFIELD EXPLORATION 11,071 16,305
    RAYTHEON    
    GOLDMAN SACHS MID CAP 5,804 7,457
    T ROWE PRICE GROWTH STK FD 6,081 8,246
    AMERISOURCEBERGEN 6,698 17,135
    BROADRIDGE FINL SOLUTIONS 9,574 9,649
    CARTER INC    
    BAYERISCHE MOTOREN WERKE 9,243 9,378
    ABBOTT LABS    
    DIAGEO PLC SPONSORED ADR NEW 7,586 10,487
    ALLERGAN 7,978 9,049
    GENERAL MILLS    
    ALLIANCE DATA 9,156 10,866
    AGRIUM 2,110 5,895
    ASTRAZENECA 3,779 4,917
    NOVARTIS AG SPONSORED ADR 8,195 11,760
    PNC FINL SVCS 5,273 15,734
    BARRICK GOLD 5,011 7,817
    ROCHE HLDG    
    BAXTER INTERNATIONAL    
    BEST BUY    
    BIO RAD    
    UNILEVER N V NEW YORK SHS NEW 7,198 8,049
    SWISS REINS 2,049 2,939
    BOC HONG KONG 1,268 3,783
    VANGUARD 500 INDEX FUND 15,418 17,476
    XTO ENERGY    
    CATERPILLAR INC 9,018 10,602
    COVANCE    
    DARDEN RESTAURANTS    
    CHICAGO BRDG & IRON 14,366 22,591
    CITIGROUP 7,785 9,224
    DOVER CORP 1,386 3,277
    DUKE ENERGY    
    EMC CORP    
    EATON VANCE    
    DISNEY WALT 7,176 10,148
    COLUMBIA SPORTSWEAR 8,480 10,046
    DEL MONTE FOODS 16,737 22,981
    FOMENTO ECONOMIO 3,571 8,153
    DEVON ENERGY 9,784 10,241
    EOG RES 9,950 10,220
    EBAY INC 5,082 8,108
    EXXON MOBIL 7,249 11,033
    GOLDMAN SACHS GROUP 7,589 10,809
    JOHN HANCOCK    
    HEIDRICK & STRUGGLES    
    HONDA MTR 7,076 15,685
    FLOWSERVE 11,085 13,247
    J B HUNT TRANS    
    KEPPEL LTD 7,120 21,494
    KIMBERLY CLARK    
    HEINZ H J CO 7,292 8,487
    LABORATORY CORP 7,718 9,283
    COCA COLA 7,740 8,949
    MARATHON OIL    
    IDEX 5,975 7,423
    JOY GLOBAL 9,186 15,970
    LINCOLN NATIONAL 9,397 9,770
    NATIONAL GRID TRANSCO    
    LOEWS CORP 7,237 9,385
    NESTLE 14,060 23,826
    LUBRIZOL 8,153 10,343
    NIKE 9,622 10,862
    MFS INTL NEW DISCOVERY 74,173 92,645
    MEADWESTVACO 8,446 9,803
    NORDSON 8,503 13,396
    PETROLEO BRASILEIRO    
    POLARIS 6,514 9,733
    OGE ENERGY 7,752 10,005
    POLYCOM 1,612 5,162
    OCCIDENTAL PETE CORP 18,761 22,229
    PUBLIC SVC ENTERPRISE    
    QUALCOMM    
    QUEST DIAGNOSTICS    
    OIL CO LUKOIL 7,806 11,513
    OMNICOM GROUP 15,618 21,633
    SANOFI AVENTIS 6,056 8,092
    ORIX CORP 9,644 9,989
    SOUTHERN CO 9,804 10,480
    STATOIL HYDRO    
    PENTAIR 8,391 9,048
    PETROLEO BRASILEIRO 2,551 4,924
    TELEFONICA 1,126 1,457
    TESORO    
    PRECISION CAST PARTS 8,557 9,781
    TOKIO MARINE 1,735 2,060
    PRUDENTIAL FINL 9,592 9,743
    TOTAL 6,801 9,256
    SMITHFIELD FOODS 12,639 15,418
    TURKCELL 5,277 5,290
    UNITED STATIONERS    
    STARWOOD HOTELS 9,244 9,654
    YUM BRANDS    
    GOLDMAN SACHS SATELLITE 14,308 14,083
    FIDELITY ADVISOR SMALL CAP 6,040 7,536
    GOLDMAN SACHS HIGH YIELD 7,349 10,196
    MFS INTL DIVERSIFICATION 10,461 12,320
    TRANSOCEAN LTD    
    HNI CORP    
    HANSEN NATURAL CORP    
    HEWLETT PACKARD    
    HONEYWELL INTL 1,126 2,374
    HUMANA INC 9,361 10,077
    METLIFE 7,921 13,071
    MILLER HERMAN 1,165 3,017
    MITSUI & CO 4,601 5,460
    PETSMART    
    POTASH CORP    
    RWE AG    
    SEI INVTS    
    SCOTTISH & SOUTHN ENERGY    
    TENARIS SA    
    THOMPSON CREEK METALS 3,222 3,414
    VALE SA 3,303 9,800
    TIMKEN CO 9,167 13,983
    TRACTOR SUPPLY 8,444 14,580
    TRAVELERS CO 8,522 10,008
    TRINITY INDS 16,235 26,789
    URS CORP 8,406 7,957
    VIACOM INC 7,228 10,629
    XEROX 16,916 17,318

    TY 2010 LegalFeesSchedule
    Name:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - INCOME (ALLOCABLE 536 268   268


    TY 2010 OtherAssetsSchedule
    Name:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT INCOME RECEIVABLE   8,982 8,982


    TY 2010 OtherDecreasesSchedule
    Name:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Description Amount
    ROUNDING 15


    TY 2010 TaxesSchedule
    Name:
    CASADO LUIS A CHARITABLE TR
    EIN: 48-6336948
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 945 945   0
    FEDERAL TAX PAYMENT - PRIOR YE 181 181   0
    FEDERAL ESTIMATES - PRINCIPAL 1,364 1,364   0
    FOREIGN TAXES ON QUALIFIED FOR 65 65   0
    FOREIGN TAXES ON NONQUALIFIED 29 29   0