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 VERA J CHAR 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

43-6906116
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$1,910,583
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 27,941 27,941  
4 Dividends and interest from securities...... 37,756 37,756  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 92,384
b Gross sales price for all assets on line 6a 971,564
7 Capital gain net income (from Part IV, line 2)... 92,384
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........ 158,081 158,081  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,313 15,156   15,156
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 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) 3,179 3,179   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy.............. 32 32    
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 15 15    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,989 19,107 0 15,881
25 Contributions, gifts, grants paid........ 70,667 70,667
26 Total expenses and disbursements. Add lines 24 and 25 105,656 19,107 0 86,548
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 52,425
b Net investment income (if negative, enter -0-) 138,974
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.......... 80,819    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     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)   Click to see attachment24,928 24,867
b Investments—corporate stock (attach schedule)........ 751,269 Click to see attachment863,469 1,161,285
c Investments—corporate bonds (attach schedule)........ 681,645 Click to see attachment687,826 720,745
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 attachment793 Click to see attachment3,686 Click to see attachment3,686
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,514,526 1,579,909 1,910,583
Liabilities 17 Accounts payable and accrued expenses..........   12,958
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)..........   12,958
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......... 1,514,526 1,566,951
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,514,526 1,566,951
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,514,526 1,579,909
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 1,514,526
2 Enter amount from Part I, line 27a...................... 2 52,425
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,566,951
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 1,566,951
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 255. ABB LTD SPON ADR   2010-03-22 2010-04-29
b 1. AT&T INC COM     2010-12-28
c 26. ABBOTT LABS COM 09/1998 .01   2009-03-17 2010-03-22
d 129. ABBOTT LABS COM 09/1998 .01   2009-08-07 2011-01-05
e 1445. AEGON NV ORD AMER REG   2009-03-17 2010-03-22
72. AFFILIATED MANAGERS GROUP INC COM   2010-06-02 2010-07-02
70. AGRIUM INC COM   2008-12-22 2010-09-10
71. AGRIUM INC COM   2010-10-07 2010-11-08
614. ALKERMES INC COM   2008-11-20 2010-03-22
35. ALLEGIANT TRAVEL CO COM   2010-02-02 2010-03-22
35000. AMERICAN EXPRESS CR CORP MEDIUM TERM NTS TRANCHE # TR 00047 5.0   2005-12-14 2010-12-02
.449 AI INTERMEDIATE BOND FUND   2009-11-20 2010-07-15
45.525 AI STOCK FUND   2004-01-05 2010-07-15
67.958 AI STOCK FUND   2004-01-05 2010-11-16
471.416 AI INT'L MULTI-MGR STOCK FUND   2004-01-05 2010-11-16
231. ANGLO AMERN PLC ADR NEW   2010-06-02 2010-07-02
21. ANGLO AMERN PLC ADR NEW   2010-06-02 2010-08-27
35000. ANHEUSER-BUSCH COS INC MEDIUM TERM NTS TRANCHE # TR 00003 5.625   2005-12-01 2010-10-01
72. APACHE CORP COM   2009-04-23 2010-11-02
172. ARCELORMITTAL SA LUXEMBOURG N Y REGISTRY SHS   2010-07-02 2010-08-02
161. ARCHER DANIELS MIDLAND CO COM   2010-08-27 2011-01-05
12. AUTOZONE INC COM   2009-01-21 2010-03-22
133. BNP PARIBAS SPONSORED ADR   2010-05-24 2010-07-02
241. BANCO SANTANDER SA ADR   2009-01-21 2011-01-21
26. BANCORPSOUTH INC COM   2009-01-27 2010-03-22
385. BANK OF AMERICA CORPORATION COM   2009-12-04 2010-03-22
55. BANK OF AMERICA CORPORATION COM   2010-02-02 2010-08-02
151. BANK OF AMERICA CORPORATION COM   2009-06-19 2010-08-20
164. BANK NEW YORK MELLON CORP COM   2009-02-23 2010-03-22
305. BARCLAYS PLC ADR   2010-11-08 2010-12-01
55. BAXTER INTL INC COM   2009-03-17 2010-04-29
37. BAXTER INTL INC COM   2009-03-17 2010-05-24
193. BEST BUY INC COM   2009-02-02 2010-03-22
147. BEST BUY INC COM   2010-11-08 2010-12-23
110. BHP BILLITON LTD SPONSORED ADR     2010-04-29
62. BIO-RAD LABORATORIES CL A   2009-03-05 2010-03-22
211. BROADCOM CORP CL A   2009-05-01 2010-05-07
129. CAMERON INTL CORP COM   2010-03-22 2010-05-07
89. CARDINAL HEALTH INC COM   2010-03-22 2010-04-20
62. CARDINAL HEALTH INC COM   2010-03-22 2010-08-27
21. CELGENE CORP COM   2010-01-26 2010-06-02
88. CHEVRONTEXACO CORP COM   2009-10-08 2010-07-02
152. CHOICE HOTELS INTL INC COM   2010-08-02 2010-08-20
166. CISCO SYS INC COM   2010-05-07 2010-06-02
37. CISCO SYS INC COM   2010-05-07 2010-07-02
222. CISCO SYS INC COM   2010-08-20 2010-12-01
99. CLIFFS NAT RES INC COM   2010-05-24 2010-06-24
21. COLUMBIA SPORTSWEAR CO COM   2010-03-22 2010-06-02
7. COLUMBIA SPORTSWEAR CO COM   2010-03-22 2010-06-24
25. COLUMBIA SPORTSWEAR CO COM   2010-03-22 2010-07-02
51. COLUMBIA SPORTSWEAR CO COM   2010-03-22 2010-11-02
98. CORNING INC COM   2010-04-20 2010-06-02
181. CORNING INC COM   2010-04-20 2010-08-20
11. COVANCE INC COM   2009-01-21 2010-08-02
173. DARDEN RESTAURANTS INC COM   2009-12-28 2010-04-20
98. DELTA AIR LINES INC DEL COM NEW   2010-06-17 2010-06-24
297. DELTA AIR LINES INC DEL COM NEW   2010-06-17 2010-10-07
149. DR PEPPER SNAPPLE GROUP INC COM   2010-03-22 2010-11-02
319. DUKE ENERGY HLDG CORP COM   2009-02-23 2010-03-22
290. DUKE ENERGY HLDG CORP COM   2010-08-20 2010-10-07
455. E M C CORP MASS COM   2009-03-17 2010-07-02
138. E ON AG SPONSORED ADR   2009-02-27 2010-10-07
82. FTI CONSULTING INC COM   2010-04-20 2010-05-24
58. FTI CONSULTING INC COM   2010-04-20 2010-08-02
25000. FEDERAL HOME LOAN BKS CONS BDS 2.20% DTD 03/17/2010 DUE 12/17/2   2010-03-29 2010-12-17
9.957 FIDELITY ADVISOR SMALL CAP FUND CLASS I #298   2010-02-09 2010-07-15
19.226 FIDELITY ADVISOR SMALL CAP FUND CLASS I #298   2010-02-09 2010-11-16
19.028 FIDELITY ADVISOR SMALL CAP FUND CLASS I #298     2011-01-18
104. FLUOR CORP (NEW) COM   2010-02-02 2010-11-02
23. FLOWSERVE CORP COM   2010-03-22 2010-05-24
48. FOREST LABS INC COM   2010-04-20 2010-05-07
46. FRANCE TELECOM SPONSORED ADR   2009-03-17 2010-03-22
115. FREEPORT-MCMORAN COPPER & GOLD CL B (SPECIAL CONDITION RIGHTS AT   2009-05-01 2010-05-07
168. GENERAL MILLS INC COM   2009-07-13 2010-08-02
15. GOLDMAN SACHS GROUP INC COM   2010-04-29 2010-05-07
15.4 GOLDMAN SACHS MID CAP VALUE FUND - INST   2007-01-23 2010-07-15
15.878 GOLDMAN SACHS MID CAP VALUE FUND - INST   2007-01-23 2010-11-16
18.728 GOLDMAN SACHS MID CAP VALUE FUND - INST   2007-01-23 2011-01-18
130.383 GOLDMAN SACHS SATELLITE S - IS   2009-03-12 2010-03-29
41.152 GOLDMAN SACHS SATELLITE S - IS   2008-05-20 2010-07-15
85.533 GOLDMAN SACHS SATELLITE S - IS   2008-05-20 2010-11-16
1.741 GOLDMAN SACHS SATELLITE S - IS   2008-05-20 2011-01-18
3. GOOGLE INC CL A   2009-12-10 2010-04-20
7. GOOGLE INC CL A     2010-04-29
6. GOOGLE INC CL A   2009-12-04 2010-05-07
21. GREENHILL & CO INC COM   2010-03-22 2010-05-07
43. GREENHILL & CO INC COM   2010-03-22 2010-06-02
131. GYMBOREE CORP COM   2009-10-16 2010-05-07
259. HNI CORP COM   2009-08-18 2010-08-20
36. HANCOCK JOHN BK & THRIFT OPPORTUNITY FD SH BEN INT NEW   2009-01-21 2010-03-22
51. HANSEN NATURAL CORP COM   2009-02-23 2010-03-22
172. HARMAN INTL INDS INC NEW COM   2009-12-28 2010-03-22
48. HARRIS CORP DEL COM   2010-05-07 2010-07-02
60. HARRIS CORP DEL COM   2010-05-07 2010-08-02
187. HEWLETT PACKARD CO COM   2009-10-08 2010-08-27
83. HOSPIRA INC COM   2010-07-02 2010-08-02
41. HUMANA INC COM   2009-07-07 2010-08-20
169. HUNT J B TRANS SVCS INC COM   2009-07-13 2010-08-02
69. IDEX CORP COM   2010-05-07 2010-07-02
107. IDEX CORP COM   2010-08-02 2010-08-20
310. INTEL CORP COM   2009-05-01 2010-08-20
356. INTERNATIONAL BANCSHARES CORP COM   2009-10-08 2010-07-02
96. INTL BUSINESS MACHINES CORP COM     2010-04-20
193. JP MORGAN CHASE & CO COM   2009-04-02 2010-05-24
104. JOHNSON & JOHNSON COM   2009-06-19 2010-11-08
215. KELLOGG COMPANY COM     2010-08-20
77. KELLOGG COMPANY COM   2009-03-17 2010-12-23
102. KIMBERLY CLARK CORP COM   2009-04-08 2010-04-20
94. KOHLS CORP COM   2010-04-29 2010-07-02
10. KOHLS CORP COM   2010-04-29 2010-08-20
236. KROGER CO COMMON STOCK   2010-05-07 2010-06-17
249. KROGER CO COMMON STOCK   2010-11-08 2011-01-05
275. LEGG MASON INC COM   2009-05-15 2010-05-24
221. LIBERTY PPTY TR SH BEN INT   2009-07-07 2010-08-02
33. LUBRIZOL CORP COM   2010-04-29 2010-05-07
3.269 MFS RESEARCH BOND FUND CLASS I #878   2004-01-05 2010-07-15
233.305 MFS RESEARCH BOND FUND CLASS I #878     2010-11-16
5739.1 MFS RESEARCH BOND FUND CLASS I #878     2010-11-16
190.579 MFS RESEARCH BOND FUND CLASS I #878   2010-03-29 2011-02-28
6158.178 MFS RESEARCH BOND FUND CLASS I #878     2011-02-28
4.163 MFS INTERNATIONAL DIVERSIFICATION FUND CL I   2010-02-09 2010-07-15
29.536 MFS INTERNATIONAL DIVERSIFICATION FUND CL I   2010-11-16 2011-01-18
52.381 MFS INTL NEW DISCOVERY FUND INSTL   2010-02-26 2010-03-29
64. MARATHON OIL CORP COM   2008-11-14 2010-03-22
89. MCDONALDS CORP COM   2009-03-17 2011-02-22
69. MCKESSON CORP COM   2010-04-29 2010-08-02
15. MCKESSON CORP COM   2010-04-29 2010-09-10
87. MEDCO HEALTH SOLUTIONS INC COM   2010-06-24 2010-08-02
165. MERCK & CO INC NEW COM   2009-12-04 2011-01-14
210. METLIFE INC COM   2009-04-02 2010-04-29
79. MILLER HERMAN INC COM   2009-02-02 2010-03-22
808. MITSUBISHI UFJ FINL GROUP INC SPONSORED ADR   2009-02-27 2010-11-02
5. MITSUI & CO LTD ADR   2009-12-28 2010-08-27
88. MOSAIC CO COM   2010-08-20 2010-10-07
47. NATIONAL GRID TRANSCO PLC SPON ADR NEW   2009-02-27 2010-03-22
45. NATIONAL HEALTH INVS INC COM   2009-01-21 2010-03-22
65. NEWFIELD EXPL CO COM   2010-04-29 2010-08-27
20. NORDSON CORP COM   2010-04-20 2010-06-24
23. NORDSON CORP COM   2010-04-20 2010-07-02
133. NORDSTROM INC COM   2010-03-22 2010-04-29
115. NORFOLK SOUTHN CORP COM   2009-03-05 2010-03-22
80. OIL CO LUKOIL SPONSORED ADR   2010-05-07 2010-05-24
54. PENTAIR INC COM   2010-04-20 2010-07-02
128. PENTAIR INC COM   2010-08-02 2010-08-20
86. PEPSICO INC COM   2010-04-29 2010-06-02
188. PFIZER INC COM   2009-12-10 2010-03-22
75. POLARIS INDS INC COM   2009-03-17 2010-12-23
273. POLYCOM INC COM   2009-02-27 2010-03-22
22. POTASH CORP OF SASKATCHEWAN COM   2009-12-10 2010-04-20
98. PRICE T ROWE GROUP INC COM   2010-05-24 2010-06-17
32. PRICE T ROWE GROUP INC COM     2010-06-24
11.214 T ROWE PRICE GROWTH STK FD INC COM #40   2006-05-25 2010-07-15
23.477 T ROWE PRICE GROWTH STK FD INC COM #40   2006-05-25 2010-11-16
17.197 T ROWE PRICE GROWTH STK FD INC COM #40   2006-05-25 2011-01-18
1888. QWEST COMMUNICATIONS INTL INC COM     2010-09-10
57. RWE AG SPONSORED ADR REPSTG ORD PAR DM 50   2010-05-24 2010-06-24
10. RWE AG SPONSORED ADR REPSTG ORD PAR DM 50   2008-11-20 2010-06-24
12. RWE AG SPONSORED ADR REPSTG ORD PAR DM 50   2010-05-24 2010-08-27
115. RAYTHEON CO COM NEW   2009-04-23 2010-08-02
142. REGENCY CTRS CORP COM   2009-03-05 2010-03-22
128. RIO TINTO PLC SPONSORED ADR   2009-05-15 2010-05-24
147. ROCHE HLDG LTD SPONSORED ADR   2009-07-13 2011-02-22
126. SEI INVTS CO COM   2008-11-20 2010-03-22
51. SCHLUMBERGER LTD COM   2008-11-14 2010-07-02
.119 SCHLUMBERGER LTD COM   2010-01-26 2010-09-17
74. SCOTTISH & SOUTHN ENERGY PLC SPONSORED ADR   2009-03-05 2010-03-22
125. SMITH INTL INC COM   2010-01-26 2010-03-22
51. SMITHFIELD FOODS INC COM   2010-06-17 2010-06-24
161. SOUTHERN CO COM   2009-04-23 2010-11-08
90. STANLEY BLACK & DECKER INC COM   2010-05-24 2010-06-24
129. STATE STR CORP COM   2010-12-01 2011-02-22
23. STERLITE INDS INDIA LTD ADS   2009-10-16 2010-06-17
106. STILLWATER MNG CO COM   2010-06-24 2010-07-02
272. STILLWATER MNG CO COM   2010-06-24 2010-11-08
74. TARGET CORP COM   2010-04-20 2010-05-24
26. TARGET CORP COM   2010-04-20 2011-02-22
71. TECK RESOURCES LTD CL B   2010-06-17 2010-07-02
47. TELEFONICA S A SPONSORED ADR   2009-03-17 2011-01-14
31. TENARIS SA SPONSORED ADR   2010-01-26 2010-04-20
38. TENARIS SA SPONSORED ADR   2010-01-26 2010-05-07
234. TESORO CORP COM   2008-11-20 2010-03-22
168. TIMKEN CO COM   2010-04-20 2010-05-24
10. TIMKEN CO COM   2010-04-20 2010-06-02
97. TOTAL S A SPONSORED ADR   2008-10-09 2010-06-02
99. TRAVELERS COS INC COM   2010-08-20 2010-12-01
37. URS CORP NEW COM   2010-03-22 2010-08-20
29. URS CORP NEW COM   2010-03-22 2010-08-27
55. UNITED STATES STEEL CORP COM   2010-03-22 2010-05-24
36. UNITED STATES STEEL CORP COM   2010-03-22 2010-06-17
114. UNITED STATES STEEL CORP COM   2010-08-02 2010-08-20
208. UNITEDHEALTH GROUP INC COM   2009-11-12 2010-03-22
5. UNIVERSAL CORP VA COM   2009-08-07 2010-08-20
3.403 VANGUARD 500 INDEX FUND - SIGN #1340   2008-01-15 2010-07-15
8.715 VANGUARD 500 INDEX FUND - SIGN #1340   2008-01-15 2010-11-16
12.273 VANGUARD 500 INDEX FUND - SIGN #1340   2008-01-15 2011-01-18
72. VISA INC COM CL A   2010-11-02 2010-12-23
27. WAL MART STORES INC. COM   2008-01-16 2010-03-22
110. WAL MART STORES INC. COM   2010-08-02 2010-11-08
44. WASHINGTON FEDERAL INC COM   2009-02-02 2010-03-22
31. WATSON PHARMACEUTICALS INC COM   2009-02-23 2010-03-22
994. WAUSAU PAPER CORP COM   2009-03-23 2010-04-20
117. XTO ENERGY INC COM   2009-02-23 2010-05-24
444. XEROX CORP COM   2010-08-02 2010-08-27
486. XEROX CORP COM   2010-11-02 2011-01-14
149. YUM! BRANDS INC COM   2009-02-23 2010-03-22
135. YUM! BRANDS INC COM   2009-03-05 2011-02-22
103. INVESCO LTD   2010-11-08 2010-12-01
171. INVESCO LTD   2010-11-08 2011-02-22
40. LAZARD LTD CL A   2010-05-07 2010-05-24
100. LAZARD LTD CL A   2010-05-07 2010-08-02
148. NOBLE CORPORATION BAAR NAMEN AKT   2010-05-24 2010-06-02
6. NOBLE CORPORATION BAAR NAMEN AKT   2010-05-24 2010-07-02
62. TRANSOCEAN LTD ZUG NAMEN AKT   2009-03-05 2010-05-07
128. TYCO INTERNATIONAL LTD SHS   2009-03-17 2010-08-27
126. TYCO INTERNATIONAL LTD SHS   2009-03-17 2010-11-02
CAPITAL GAIN DIVIDENDS 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 4,945   5,449 -504
b 29   22 7
c 1,403   1,269 134
d 6,252   5,681 571
e 9,363   4,682 4,681
4,324   5,028 -704
5,164   2,041 3,123
6,041   5,371 670
8,099   3,966 4,133
1,957   1,831 126
35,000   35,011 -11
5   5  
590   543 47
965   811 154
5,195   5,544 -349
3,969   4,398 -429
370   400 -30
35,000   36,035 -1,035
7,460   4,788 2,672
5,588   4,673 915
4,912   4,910 2
2,087   1,551 536
3,679   3,869 -190
2,976   1,687 1,289
544   494 50
6,492   6,229 263
790   863 -73
1,925   1,966 -41
5,056   3,615 1,441
5,100   5,652 -552
2,678   2,833 -155
1,555   1,906 -351
7,915   5,412 2,503
5,030   6,598 -1,568
8,320   7,453 867
6,250   3,323 2,927
6,753   4,844 1,909
4,759   5,454 -695
3,191   3,234 -43
1,902   2,253 -351
1,098   1,220 -122
5,896   6,283 -387
5,070   5,197 -127
3,848   4,146 -298
778   924 -146
4,285   4,942 -657
5,381   5,072 309
1,066   1,113 -47
342   371 -29
1,151   1,325 -174
2,685   2,703 -18
1,626   1,976 -350
2,882   3,649 -767
425   407 18
8,130   6,109 2,021
1,226   1,399 -173
3,448   4,241 -793
5,495   5,479 16
5,225   4,514 711
5,095   4,939 156
8,181   4,946 3,235
4,071   3,587 484
3,225   3,329 -104
1,992   2,355 -363
25,000   24,994 6
229   218 11
487   421 66
505   474 31
5,151   4,934 217
2,177   2,405 -228
1,283   1,339 -56
1,100   1,062 38
7,794   5,206 2,588
5,800   4,982 818
2,167   2,399 -232
464   611 -147
527   630 -103
701   744 -43
987   653 334
300   437 -137
674   909 -235
14   19 -5
1,675   1,782 -107
3,696   4,092 -396
2,991   3,498 -507
1,598   1,783 -185
2,917   3,652 -735
5,693   6,135 -442
6,107   5,555 552
580   375 205
2,191   1,673 518
7,746   6,087 1,659
1,983   2,281 -298
2,732   2,851 -119
7,050   8,718 -1,668
4,393   4,742 -349
1,966   1,342 624
6,064   4,870 1,194
1,931   2,173 -242
3,291   3,500 -209
5,847   4,848 999
5,821   5,967 -146
12,472   8,316 4,156
7,550   5,479 2,071
6,668   5,860 808
10,649   9,082 1,567
3,953   2,908 1,045
6,375   4,862 1,513
4,571   5,354 -783
460   570 -110
4,885   5,174 -289
5,450   5,704 -254
8,292   5,090 3,202
7,163   4,839 2,324
2,827   3,171 -344
34   34  
2,459   2,353 106
60,490   58,690 1,800
1,999   1,942 57
64,599   60,935 3,664
49   48 1
407   385 22
1,012   953 59
2,022   1,682 340
6,733   4,663 2,070
4,358   4,606 -248
892   1,001 -109
4,154   4,948 -794
5,669   6,066 -397
9,455   5,292 4,163
1,418   899 519
3,636   3,693 -57
1,311   1,432 -121
5,405   4,971 434
2,267   2,122 145
1,689   1,162 527
3,087   3,751 -664
1,197   1,438 -241
1,257   1,654 -397
5,706   5,460 246
6,371   3,160 3,211
3,809   4,087 -278
1,700   1,995 -295
3,919   4,489 -570
5,374   5,628 -254
3,234   3,469 -235
5,983   1,545 4,438
8,441   3,683 4,758
2,442   2,686 -244
4,803   4,873 -70
1,483   1,616 -133
302   322 -20
709   674 35
573   494 79
10,989   9,786 1,203
3,902   4,052 -150
685   780 -95
799   853 -54
5,357   4,978 379
5,480   3,267 2,213
5,442   5,126 316
5,360   4,967 393
2,661   1,740 921
2,772   2,540 232
7   5 2
1,218   1,147 71
5,372   3,895 1,477
764   844 -80
6,125   4,764 1,361
4,697   4,940 -243
5,721   5,813 -92
333   407 -74
1,189   1,346 -157
5,670   3,454 2,216
4,035   4,151 -116
1,328   1,458 -130
2,099   2,437 -338
3,312   2,786 526
1,308   1,387 -79
1,409   1,700 -291
3,206   1,825 1,381
4,800   5,366 -566
286   319 -33
4,506   4,834 -328
5,444   4,950 494
1,386   1,819 -433
1,040   1,426 -386
2,551   3,300 -749
1,576   2,160 -584
5,266   5,338 -72
6,982   6,064 918
183   188 -5
284   358 -74
783   916 -133
1,210   1,290 -80
4,936   5,638 -702
1,499   1,289 210
6,016   5,625 391
879   544 335
1,258   914 344
9,235   4,879 4,356
5,010   3,550 1,460
3,761   4,404 -643
5,512   5,730 -218
5,671   4,170 1,501
6,720   3,421 3,299
2,303   2,448 -145
4,480   4,065 415
1,272   1,419 -147
3,034   3,547 -513
4,126   4,678 -552
193   190 3
4,243   3,289 954
4,893   2,526 2,367
4,885   2,487 2,398
      3
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       -504
b       7
c       134
d       571
e       4,681
      -704
      3,123
      670
      4,133
      126
      -11
       
      47
      154
      -349
      -429
      -30
      -1,035
      2,672
      915
      2
      536
      -190
      1,289
      50
      263
      -73
      -41
      1,441
      -552
      -155
      -351
      2,503
      -1,568
      867
      2,927
      1,909
      -695
      -43
      -351
      -122
      -387
      -127
      -298
      -146
      -657
      309
      -47
      -29
      -174
      -18
      -350
      -767
      18
      2,021
      -173
      -793
      16
      711
      156
      3,235
      484
      -104
      -363
      6
      11
      66
      31
      217
      -228
      -56
      38
      2,588
      818
      -232
      -147
      -103
      -43
      334
      -137
      -235
      -5
      -107
      -396
      -507
      -185
      -735
      -442
      552
      205
      518
      1,659
      -298
      -119
      -1,668
      -349
      624
      1,194
      -242
      -209
      999
      -146
      4,156
      2,071
      808
      1,567
      1,045
      1,513
      -783
      -110
      -289
      -254
      3,202
      2,324
      -344
       
      106
      1,800
      57
      3,664
      1
      22
      59
      340
      2,070
      -248
      -109
      -794
      -397
      4,163
      519
      -57
      -121
      434
      145
      527
      -664
      -241
      -397
      246
      3,211
      -278
      -295
      -570
      -254
      -235
      4,438
      4,758
      -244
      -70
      -133
      -20
      35
      79
      1,203
      -150
      -95
      -54
      379
      2,213
      316
      393
      921
      232
      2
      71
      1,477
      -80
      1,361
      -243
      -92
      -74
      -157
      2,216
      -116
      -130
      -338
      526
      -79
      -291
      1,381
      -566
      -33
      -328
      494
      -433
      -386
      -749
      -584
      -72
      918
      -5
      -74
      -133
      -80
      -702
      210
      391
      335
      344
      4,356
      1,460
      -643
      -218
      1,501
      3,299
      -145
      415
      -147
      -513
      -552
      3
      954
      2,367
      2,398
       
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 92,384
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 93,869 1,674,128 0.05607
2008 91,298 1,739,375 0.052489
2007 120,611 2,056,156 0.058658
2006 117,276 1,934,797 0.060614
2005 119,945 1,906,336 0.062919
2 Total of line 1, column (d) ...................... 2 0.290751
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 0.05815
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 1,792,802
5 Multiply line 4 by line 3....................... 5 104,252
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,390
7 Add lines 5 and 6......................... 7 105,642
8 Enter qualifying distributions from Part XII, line 4.............. 8 86,548
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 2,779
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 2,779
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 2,779
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 1,564
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 1,564
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 1,215
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 atbulletPO 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
    30,313    
    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  
    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
    1,790,873
    b
    Average of monthly cash balances.......................
    1b
    29,231
    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
    1,820,104
    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
    1,820,104
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    27,302
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,792,802
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    89,640
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    89,640
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,779
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    86,861
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    86,861
    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
    86,861
    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
    86,548
    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
    86,548
    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
    86,548
    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 86,861
    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....... 16,627
    c From 2007....... 20,407
    d From 2008....... 5,165
    e From 2009....... 11,727
    fTotal of lines 3a through e......... 53,926
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 86,548
    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..... 86,548
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 313 313
    (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 53,613
    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 ......
    53,613
    10 Analysis of line 9:
    a Excess from 2006.... 16,314
    b Excess from 2007.... 20,407
    c Excess from 2008.... 5,165
    d Excess from 2009.... 11,727
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    P O BOX 193
    RICHMOND,IN473750193
    NONE PUBLIC EDUCATION 3,533
    FRIENDS UNITED MEETING
    101 QUAKER HILL DR
    RICHMOND,IN473741926
    NONE PUBLIC RELIGIOUS 10,600
    WILLIAM PENN COLLEGE
    201 TRUEBLOOD AVE
    OSKALOOSA,IA525771757
    NONE PUBLIC EDUCATION 17,667
    FRIENDS UNIVERSITY
    2100 W UNIVERSITY AVE
    WICHITA,KS672133379
    NONE PUBLIC EDUCATION 24,734
    YOUNG WOMENS CHRISTIAN
    ASSOCIATION WICHITA KS
    1111 N ST FRANCIS ST
    WICHITA,KS672142813
    NONE PUBLIC CHARITABLE 3,533
    UNIVERSITY FRIENDS CHURCH
    1840 W UNIVERSITY AVE
    WICHITA,KS672133966
    NONE PUBLIC RELIGIOUS 7,067
    MID AMERICA YEARLY MEETING
    OF FRIENDS
    2018 MAPLE ST
    WICHITA,KS672133314
    NONE PUBLIC RELIGIOUS 3,533
    Total .................................bullet 3a 70,667
    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 27,938  
    4 Dividends and interest from securities....     14 37,756  
    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 92,384  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aROUNDING     14 3  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   158,081  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13158,081
    (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 VERA J CHAR TR
    EIN: 43-6906116
    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 VERA J CHAR TR
    EIN: 43-6906116
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK ONE CAP VI PFD 15,162 15,252
    AI INTERMEDIATE BD INSTL    
    MFS RESEARCH BOND FUND A    
    AI UTL SHT BD INSTL 64,674 64,861
    MFS RESEARCH BOND FUND A 62,877 66,598
    AM EXPRESS CRD CORP SR NOTE 34,474 34,308
    ANHEUSER BUSCH    
    CITIGROUP INC 36,009 36,818
    EMERSON ELECTRIC CO 36,344 38,930
    GENERAL ELECTRIC 35,352 38,341
    GOLDMAN SACHS 36,078 37,280
    JEFFERIES GROUP 26,694 26,602
    THOMSON REUTERS 33,700 33,175
    USB CAP VII PFD TR 15,009 14,898
    WELLS FARGO CAP VII 12,920 14,860
    BNY CAP IV PFD TR 15,249 15,330
    CLOROX CO SR NT 33,928 37,796
    HOME DEPOT INC SR NT 34,451 38,952
    VERIZON COMMUNICATIONS INC NT    
    MARRIOTT INTL INC NEW NT 32,137 32,003
    PITNEY BOWES 29,293 31,559
    SBC COMMUNICATIONS 35,282 39,209
    HEWLETT PACKARD 32,231 39,147
    PRUDENTIAL FINL INC MTNS BOOK 31,674 32,333
    PIMCO FDS TOTAL RETURN FD 34,288 32,493

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    CASADO VERA J CHAR TR
    EIN: 43-6906116
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALLEGIANT TRAVEL    
    AEGON NV    
    ALLSTATE CORP 4,919 8,009
    ALTRIA GROUP 649 1,522
    AI INTL MLTMGR INSTL 10,142 12,034
    ACUITY BRANDS 1,063 2,600
    SCHLUMBERGER LTD 8,086 16,909
    RAYTHEON    
    BANK OF NEW YORK    
    BANK OF AMERICA 6,046 5,959
    TENARIS    
    CHEVRON 7,394 14,214
    CENTRAL EUROPEAN 2,526 2,582
    CELGENE 3,544 3,239
    COCA COLA 5,463 6,264
    VALE S A 1,313 3,357
    BARCLAYS PLC 1,046 1,142
    U S BANCORP 3,601 9,012
    FLOWSERVE 6,902 8,248
    FLUOR CORP 4,664 7,925
    FUJIFILM 4,685 8,029
    GOLDMAN SACHS HIGH YIELD 67,281 81,041
    APACHE CORP    
    GENERAL ELECTRIC 6,808 8,975
    BLACKROCK INC 7,175 7,344
    HEWLETT PACKARD    
    APPLE INC 5,661 12,009
    NEWFIELD EXPLORATION 7,268 9,172
    NATIONAL GRID TRANSCO    
    IBM 9,928 12,789
    TYCO INTERNATIONAL    
    J P MORGAN CHASE 5,007 8,404
    JOHNSON & JOHNSON    
    TRANSOCEAN LTD    
    BIO RAD    
    LEGG MASON    
    E ON AG    
    FEDEX 392 810
    MCDONALDS CORP 2,472 7,341
    POTASH    
    MICROSOFT CORP 5,538 6,512
    HEINZ H J 4,913 5,574
    ORACLE CORP 9,661 16,187
    RIO TINTO    
    PFIZER    
    PROCTOR & GAMBLE 3,387 5,548
    GENERAL MILLS    
    SCOTTISH & SOUTHN ENERGY    
    ABB LTD 5,008 7,328
    GYMBOREE    
    HNI CORP    
    FREEPORT MCMORAN    
    GOLDMAN SACHS GROUP 3,678 3,767
    KELLOGG CO    
    KRAFT FOODS 879 1,719
    LIBERTY PPTY TR    
    VIACOM INC 4,904 6,878
    WAUSAU PAPER CORP    
    WAL MART    
    STARBUCKS 5,774 6,167
    REGENCY CTRS    
    POLYCOM    
    AI STOCK FD INSTL SVC CLASS #0 12,631 16,797
    AGCO CORP 4,737 14,352
    GOOGLE INC 6,212 6,134
    EOG RES INC 6,342 6,514
    ALLIANCE DATA 5,905 7,008
    NORFOLK SOUTHN    
    ABBOTT LABS    
    FRONTIER COMMUNICATIONS 5,092 5,578
    MCKESSON HBOC INC 380 1,110
    POLARIS INDS 3,296 12,072
    MERCK    
    METLIFE 4,845 6,157
    AT&T    
    T ROWE PRICE GROWTH 5,861 7,948
    GOLDMAN SACHS MID CAP VALUE FU 5,592 7,189
    HILL ROM HLDGS 870 2,094
    BHP BILLITON LTD    
    CANON INC 4,906 5,745
    HUMANA 6,704 7,216
    DIAGEO PLC SPONSORED ADR NEW 4,843 8,217
    EMC CORP MASS COM    
    HARMAN INTL    
    INTEGRYS 4,595 9,255
    MEAD JOHNSON NUTRITION 6,277 8,618
    NOVARTIS AG SPONSORED 5,761 8,215
    SMITH INTL    
    UNIVERSAL CORP    
    STERLITE INDS INDIA    
    T ROWE PRICE GROUP    
    UNILEVER PLC 4,812 7,900
    SOCIETE GENERALE FRANCE 4,584 5,630
    VANGUARD 500 INDEX FUND 14,897 16,845
    XTO ENERGY    
    AFFILIATED MANAGERS GROUP 10,346 15,159
    ALLERGAN INC 5,166 5,859
    AGRIUM INC 2,100 6,846
    AMERICAN ELECTRIC 4,737 5,224
    AMERISOURCEBERGEN CORP 939 2,047
    BNP PARIBAS 1,135 1,524
    ASTRAZENECA 2,343 3,049
    AUTOZONE    
    BANCO SANTANDER    
    BANCORPSOUTH    
    BARRICK GOLD 4,466 8,187
    BAXTER INTL    
    BEST BUY    
    BRITISH AMERN TOB 6,595 9,736
    BOC HONG KONG 4,868 5,767
    CF INDS 5,325 7,770
    CHICAGO BRDG & IRON 8,298 12,503
    CITIGROUP 4,927 5,990
    COLUMBIA SPORTSWEAR 4,931 6,405
    COVANCE    
    DBS GROUP 5,891 7,409
    DARDEN RESTAURANTS    
    DEERE & CO 7,765 7,843
    DEVON ENERGY 7,513 7,864
    DEL MONTE FOODS 5,669 6,682
    DOVER CORP 572 1,285
    DUKE ENERGY    
    GOLDMAN SACHS SATELLITE 51,454 83,291
    FOMENTO ECONOMICO MEX 2,504 5,004
    DISNEY WALT CO 4,639 6,561
    FRANCE TELECOM    
    E TRADE FINANCIAL 5,943 5,913
    EBAY 4,914 7,840
    JOHN HANCOCK BK & THRIFT    
    HANSEN NATURAL    
    HONDA MTR 4,064 8,869
    HONEYWELL INTERNATIONAL 950 1,853
    EXXON MOBIL 4,976 7,013
    J B HUNT TRANS    
    INTERNATIONAL BANCSHARES    
    INTEL CORP    
    KEPPEL LTD 2,192 6,379
    KIMBERLY CLARK    
    FOREST LABS 4,213 4,892
    LABORATORY CORP 997 1,532
    DESARROLLADORA HOMEX 5,048 5,283
    MARATHON OIL    
    MILLER HERMAN INC    
    MITSUI 2,292 2,912
    MITSUBISHI UFG    
    MONSANTO 6,747 7,261
    IDEX CORP 4,532 5,856
    NATIONAL HEALTH INVS    
    NESTLE S A 5,963 10,017
    JOHNSON CONTROLS 4,704 7,140
    JOY GLOBAL 4,896 8,764
    L-3 COMMUNICATIONS 5,138 5,947
    LINCOLN NATL 6,712 6,978
    LUBRIZOL 8,091 9,254
    MEADWESTVACO 5,232 6,134
    PETROLEO BRASILEIRO SA PETROBR 1,986 5,029
    NIKE 5,677 6,143
    NISSAN MTR 1,573 2,018
    NORDSON CORP 7,484 12,198
    OGE ENERGY 4,718 6,253
    RWE AG    
    OCCIDENTAL PETE 11,389 14,276
    ROCHE HLDG LTD    
    OIL CO LUKOIL 766 1,059
    SEI INVTS CO    
    SANOFI AVENTIS 2,648 3,251
    OMNICOM 8,264 10,638
    SOUTHERN CO    
    PENTAIR 4,361 4,413
    PRECISION CASTPARTS 5,085 5,812
    TELEFONICA    
    TESORO CORP    
    PRUDENTIAL FINANCIAL 6,012 6,451
    TOTAL S A    
    SMITHFIELD FOODS 7,687 9,098
    TURKCELL ILETISIM HIZMET 3,284 3,292
    UNITED HEALTH GOURP    
    WASHINGTON FEDERAL    
    WATSON PHARMACEUTICALS    
    STARWOOD HOTELS 5,699 5,988
    YUM BRANDS    
    GOLDMAN SACHS SATELLITE 13,763 13,574
    ALKERMES    
    FIDELITY ADVISOR SMALL CAP 5,821 7,263
    GOLDMAN SACHS HIGH YIELD 7,094 9,842
    MFS INTL DIVERSIFICATION 10,083 11,875
    BROADCOM CORP 4,957 6,224
    MFS INTL DISCOVERY 48,069 60,040
    AI CORE PLUS 65,334 64,869
    SUNTRUST BANKS 7,068 7,392
    TECK RESOURCES 2,540 4,101
    TIMKEN CO 5,430 9,452
    TRACTOR SUPPLY 6,755 11,664
    TRAVELERS COS 4,952 6,053
    TRINITY INDS 7,146 10,934
    UBS CORP 3,245 3,071
    XEROX 7,873 7,966

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    CASADO VERA J CHAR TR
    EIN: 43-6906116
    US Government Securities - End of Year Book Value:

    24,928
    US Government Securities - End of Year Fair Market Value:

    24,867
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2010 OtherAssetsSchedule
    Name:
    CASADO VERA J CHAR TR
    EIN: 43-6906116
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 793 3,686 3,686


    TY 2010 OtherExpensesSchedule
    Name:
    CASADO VERA J CHAR TR
    EIN: 43-6906116
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NONALLOCABLE EXPENSES - 15 15   0


    TY 2010 TaxesSchedule
    Name:
    CASADO VERA J CHAR TR
    EIN: 43-6906116
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 410 410   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,144 1,144   0
    FEDERAL ESTIMATES - PRINCIPAL 1,564 1,564   0
    FOREIGN TAXES ON QUALIFIED FOR 42 42   0
    FOREIGN TAXES ON NONQUALIFIED 19 19   0