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 07-01-2010 , and ending 06-30-2011
G
Check all that apply:
Name of foundation
KINMAN-OLDFIELD FAM FDN TR 58060190
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 64713 TRUST TAX SERVICES   Room/suite
City or town, state, and ZIP code
ST PAUL, MN551640713
A Employer identification number

39-6720478
B Telephone number (see page 10 of the instructions)

(402) 434-1584
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,250,385J 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 1 1  
4 Dividends and interest from securities...... 102,893 102,893  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 162,843
b Gross sales price for all assets on line 6a 3,159,806
7 Capital gain net income (from Part IV, line 2)... 162,843
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)....... Click to see attachment 4,811 4,811  
12 Total. Add lines 1 through 11........ 270,548 270,548  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,243 36,694   9,549
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).......        
c Other professional fees (attach schedule).... Click to see attachment 30,000     30,000
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 907 421   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 845 0 0 845
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 843     843
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,838 37,115 0 41,237
25 Contributions, gifts, grants paid........ 517,285 517,285
26 Total expenses and disbursements. Add lines 24 and 25 596,123 37,115 0 558,522
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -325,575
b Net investment income (if negative, enter -0-) 233,433
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.......... 5,603 11,393 11,393
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)      
b Investments—corporate stock (attach schedule)........ 3,378,279 Click to see attachment2,889,303 3,175,340
c Investments—corporate bonds (attach schedule)........ 861,708 Click to see attachment1,019,172 1,063,498
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 attachment154 Click to see attachment154
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,245,590 3,920,022 4,250,385
Liabilities 17 Accounts payable and accrued expenses..........    
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)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,938,965 4,938,965
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds -693,375 -1,018,943
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,245,590 3,920,022
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,245,590 3,920,022
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 4,245,590
2 Enter amount from Part I, line 27a...................... 2 -325,575
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 7
4 Add lines 1, 2, and 3.......................... 4 3,920,022
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 3,920,022
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 32. ATT INC   2008-04-03 2010-09-21
b 425. AIR PRODS CHEMICALS INC   2009-09-10 2010-09-21
c 350. AMERICAN EXPRESS CO   2011-02-10 2011-06-14
d 850. AMERICAN EXPRESS CO   2010-01-21 2011-06-14
e 7. AMERISOURCEBERGEN CORP   2009-09-10 2010-09-21
1443. AMERISOURCEBERGEN CORP   2010-01-21 2011-02-10
86. AMERIPRISE FINL INC   2010-01-21 2010-09-21
350. AMGEN INC   2008-11-25 2010-09-21
475. APACHE CORP   2010-01-21 2011-02-10
2575. APPLIED MATLS INC   2010-01-21 2010-09-21
725. AUTOLIV INC   2009-02-23 2010-09-21
1400. BBT CORP   2009-09-10 2010-09-21
1000. B M C SOFTWARE INC   2011-02-10 2011-05-06
1725. BANK OF AMERICA CORP   2010-01-21 2011-05-06
2400. BANK OF AMERICA CORP   2010-01-21 2011-06-14
10. BRISTOL MYERS SQUIBB CO   2008-04-03 2010-09-21
1915. BRISTOL MYERS SQUIBB CO   2010-01-21 2011-02-10
40. C M S ENERGY CORP   2009-09-10 2010-09-21
600. CENTERPOINT ENERGY INC   2011-02-10 2011-05-06
1150. CISCO SYS INC   2010-01-21 2011-06-14
400. CITIGROUP INC   2011-02-10 2011-05-06
360. CITIGROUP INC   2011-02-10 2011-06-14
1375. COMCAST CORP CL A   2010-01-21 2010-09-21
1250. COMCAST CORP CL A   2009-09-10 2010-09-21
400. CONCHO RES INC   2010-09-21 2011-02-10
516. DISNEY WALT CO   2009-09-10 2010-09-21
459. DISNEY WALT CO   2010-01-21 2011-02-10
1200. DOW CHEM CO   2010-09-21 2011-06-14
400. DR PEPPER SNAPPLE GROUP   2011-02-10 2011-05-06
800. DR PEPPER SNAPPLE GROUP   2010-01-21 2011-05-06
350. E O G RES INC   2009-09-10 2010-09-21
200. EATON CORP   2010-09-21 2011-02-10
375. EATON CORP   2010-01-21 2011-02-10
1200. EATON CORP   2011-05-06 2011-06-14
1050. EDISON INTL   2008-10-01 2011-02-10
850. EXELON CORPORATION   2006-07-12 2010-09-21
225. EXXON MOBIL CORP   2008-02-27 2011-02-10
1200. EXXON MOBIL CORP   2009-09-10 2011-06-14
450. FED EX CORP   2010-01-21 2011-02-10
1200. FIFTH THIRD BANCORP   2011-02-10 2011-06-14
65.144 NUVEEN SMALL CAP VALUE FUND CL Y   2009-12-29 2010-08-31
1053.424 NUVEEN SMALL CAP VALUE FUND CL Y   2007-12-06 2010-08-31
19707.992 NUVEEN INTERNATIONAL FUND CL Y   2005-02-15 2010-08-26
1870.907 NUVEEN SMALL CAP SELECT FD CL Y   2005-02-15 2010-08-31
866.051 NUVEEN SMALL CAP GWTH OPP CL Y   2007-12-06 2010-08-31
899.011 NUVEEN MID CAP GRWTH OPP FD CL Y   2005-02-15 2010-08-31
229.991 NUVEEN MID CAP GRWTH OPP FD CL Y   2005-02-15 2010-12-16
25. FREEPORT MCMORAN COPPER GOLD   2010-01-21 2010-09-21
450. FREEPORT MCMORAN COPPER GOLD   2009-09-10 2010-09-21
.0626 FRONTIER COMMUNICATIONS CORP   2008-04-03 2010-07-13
18.003 FRONTIER COMMUNICATIONS CORP   2010-01-21 2010-07-27
359.997 FRONTIER COMMUNICATIONS CORP   2008-11-25 2010-07-27
1125. GAP INC   2009-09-10 2010-09-21
2150. GENERAL ELECTRIC CO   2011-02-10 2011-05-06
850. GENERAL ELECTRIC CO   2011-02-10 2011-06-14
350. GENERAL ELECTRIC CO   2005-03-02 2011-06-14
50000. GEN ELEC CAP CRP MTN 3.750% 11/14/14   2011-05-10 2011-06-14
200. GENERAL MILLS INC   2010-01-21 2011-02-10
10. GRAINGER W W INC   2009-02-23 2010-09-21
315. GRAINGER W W INC   2009-02-23 2011-02-10
25. HEWLETT PACKARD CO   2010-01-21 2010-09-21
462. HEWLETT PACKARD CO   2008-10-01 2010-09-21
638. HEWLETT PACKARD CO   2008-11-25 2011-02-10
2025. HOME DEPOT INC   2009-02-23 2010-09-21
500. INTERNATIONAL PAPER CO   2010-09-21 2011-02-10
875. INTERNATIONAL PAPER CO   2010-01-21 2011-02-10
1200. J P MORGAN CHASE CO   2008-04-03 2011-05-06
3. JOHNSON JOHNSON   2008-10-01 2010-09-21
228. JOHNSON JOHNSON   2011-02-10 2011-05-06
972. JOHNSON JOHNSON   2008-11-25 2011-05-06
1000. KRAFT FOODS INC CL A   2010-09-21 2011-02-10
1500. MACYS INC   2010-09-21 2011-02-10
1500. MATTEL INC   2010-09-21 2011-02-10
50. MORGAN STANLEY   2010-01-21 2010-09-21
775. MORGAN STANLEY   2009-09-10 2010-09-21
501. THE MOSAIC CO   2010-09-21 2011-02-10
10. MOTORS LIQUIDATION CO   1979-02-28 2011-06-20
300. NEWFIELD EXPL CO   2011-02-10 2011-06-14
900. NEWFIELD EXPL CO   2010-01-21 2011-06-14
350. NORFOLK SOUTHN CORP   2008-02-27 2010-09-21
1107.325 NUVEEN SMALL CAP VALUE FUND CL I   2007-12-06 2011-06-14
152.75 NUVEEN MID CAP GRWTH OPP FD CL I   2005-02-15 2011-05-11
288.057 NUVEEN MID CAP GRWTH OPP FD CL I   2005-02-15 2011-06-14
559.38 NUVEEN SMALL CAP GWTH OPP CL I   2007-12-06 2011-06-14
1962.067 NUVEEN SMALL CAP SELECT FD CL I   2005-02-15 2011-04-21
912.921 NUVEEN SMALL CAP SELECT FD CL I   2006-12-20 2011-06-14
600. OCCIDENTAL PETROLEUM CORPORATION   2010-09-21 2011-02-10
700. PEPSICO INC   2010-09-21 2011-02-10
50. PFIZER INC   2010-01-21 2010-09-21
74. PFIZER INC   2008-02-27 2010-09-21
23. PHILIP MORRIS INTL   2008-05-16 2010-09-21
702. PHILIP MORRIS INTL   2009-09-10 2011-02-10
675. PRUDENTIAL FINANCIAL INC   2010-01-21 2011-02-10
550. SCHLUMBERGER LTD   2009-09-10 2010-09-21
312.793 SCOUT INTERNATIONAL FUND   2010-08-26 2010-12-16
218.023 SCOUT INTERNATIONAL FUND   2010-08-26 2011-05-11
395.377 SCOUT INTERNATIONAL FUND   2010-08-26 2011-06-15
755. SEMPRA ENERGY   2010-09-21 2011-02-10
749. STANLEY BLACK DECKER INC   2010-09-21 2011-02-10
1200. TD AMERITRADE HLDG CORP   2011-05-06 2011-06-14
650. UNITED TECHNOLOGIES CORP   2008-11-25 2011-02-10
1200. UNITED HEALTH GROUP INCORPORATED   2011-02-10 2011-05-06
47. UNUM GROUP   2010-01-21 2010-09-21
1200. UNUM GROUP   2010-01-21 2011-05-06
23. VERIZON COMMUNICATIONS INC   2008-04-03 2010-09-21
1200. VERIZON COMMUNICATIONS INC   2008-04-03 2011-05-06
100000. WAL MART STORES 4.125% 2/15/11   2005-01-26 2011-02-15
500. WELLPOINT INC   2010-01-21 2010-09-21
1200. WILLIAMS COS INC   2011-02-10 2011-06-14
1200. XEROX CORP   2011-02-10 2011-05-06
4800. XEROX CORP   2011-02-10 2011-06-14
850. ACCENTURE PLC CL A   2008-11-25 2010-09-21
36. ACE LTD   2008-10-01 2010-09-21
375. TRANSOCEAN LTD   2009-09-10 2010-09-21
(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 908   1,246 -338
b 35,246   31,550 3,696
c 16,849   16,264 585
d 40,919   35,703 5,216
e 213   151 62
52,784   25,316 27,468
4,151   3,498 653
19,491   19,287 204
56,325   24,599 31,726
28,672   35,019 -6,347
44,840   33,011 11,829
33,068   44,989 -11,921
51,781   49,560 2,221
21,303   63,193 -41,890
25,872   27,760 -1,888
279   219 60
48,947   42,035 6,912
714   522 192
11,172   9,708 1,464
17,296   24,276 -6,980
1,800   1,940 -140
13,986   17,460 -3,474
24,901   22,096 2,805
22,637   27,487 -4,850
39,107   25,764 13,343
17,956   14,468 3,488
19,874   14,133 5,741
42,659   32,568 10,091
15,868   13,568 2,300
31,735   22,432 9,303
30,791   26,855 3,936
22,384   16,335 6,049
41,971   25,081 16,890
56,915   63,549 -6,634
38,797   53,439 -14,642
36,090   49,406 -13,316
18,598   20,222 -1,624
96,707   102,402 -5,695
42,277   36,783 5,494
14,940   18,120 -3,180
582   609 -27
9,418   14,074 -4,656
205,949   225,734 -19,785
19,963   28,980 -9,017
14,931   18,958 -4,027
30,000   36,275 -6,275
10,106   9,280 826
2,047   1,938 109
36,854   31,044 5,810
    1 -1
136   143 -7
2,725   3,385 -660
21,285   21,685 -400
43,386   45,644 -2,258
15,835   18,045 -2,210
6,520   12,357 -5,837
52,806   52,767 39
7,096   7,112 -16
1,205   670 535
42,757   21,115 21,642
994   1,278 -284
18,364   21,007 -2,643
30,885   18,651 12,234
62,187   47,560 14,627
14,655   11,045 3,610
25,646   22,005 3,641
54,491   52,944 1,547
186   204 -18
14,910   13,924 986
63,563   61,434 2,129
30,890   31,530 -640
36,089   32,977 3,112
38,309   34,605 3,704
1,344   1,454 -110
20,832   22,312 -1,480
42,840   30,265 12,575
    244 -244
19,938   21,261 -1,323
59,813   38,284 21,529
20,755   19,270 1,485
13,277   14,794 -1,517
7,479   6,163 1,316
13,256   11,623 1,633
13,274   12,245 1,029
30,235   30,392 -157
13,283   13,653 -370
59,035   46,332 12,703
44,092   46,592 -2,500
858   966 -108
1,270   1,689 -419
1,283   1,217 66
41,480   36,976 4,504
43,749   33,368 10,381
32,356   32,015 341
10,047   8,524 1,523
7,441   5,941 1,500
12,870   10,774 2,096
40,241   40,053 188
54,745   45,217 9,528
22,609   25,336 -2,727
55,154   43,311 11,843
59,855   50,916 8,939
1,062   994 68
31,631   25,390 6,241
733   820 -87
44,783   41,630 3,153
100,000   99,866 134
27,745   32,894 -5,149
35,688   32,866 2,822
12,324   13,008 -684
46,991   50,442 -3,451
35,071   24,329 10,742
2,103   1,954 149
22,671   30,589 -7,918
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       -338
b       3,696
c       585
d       5,216
e       62
      27,468
      653
      204
      31,726
      -6,347
      11,829
      -11,921
      2,221
      -41,890
      -1,888
      60
      6,912
      192
      1,464
      -6,980
      -140
      -3,474
      2,805
      -4,850
      13,343
      3,488
      5,741
      10,091
      2,300
      9,303
      3,936
      6,049
      16,890
      -6,634
      -14,642
      -13,316
      -1,624
      -5,695
      5,494
      -3,180
      -27
      -4,656
      -19,785
      -9,017
      -4,027
      -6,275
      826
      109
      5,810
      -1
      -7
      -660
      -400
      -2,258
      -2,210
      -5,837
      39
      -16
      535
      21,642
      -284
      -2,643
      12,234
      14,627
      3,610
      3,641
      1,547
      -18
      986
      2,129
      -640
      3,112
      3,704
      -110
      -1,480
      12,575
      -244
      -1,323
      21,529
      1,485
      -1,517
      1,316
      1,633
      1,029
      -157
      -370
      12,703
      -2,500
      -108
      -419
      66
      4,504
      10,381
      341
      1,523
      1,500
      2,096
      188
      9,528
      -2,727
      11,843
      8,939
      68
      6,241
      -87
      3,153
      134
      -5,149
      2,822
      -684
      -3,451
      10,742
      149
      -7,918
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 2 162,843
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 553,877 4,352,107 0.127266
2008 564,249 4,355,062 0.129562
2007 535,577 5,826,037 0.091928
2006 341,633 6,601,929 0.051747
2005 126,601 6,225,383 0.020336
2 Total of line 1, column (d) ...................... 2 0.42084
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 0.084168
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 4,352,107
5 Multiply line 4 by line 3....................... 5 366,308
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,334
7 Add lines 5 and 6......................... 7 368,642
8 Enter qualifying distributions from Part XII, line 4.............. 8 558,522
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 2,334
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 2,334
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 2,334
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 892
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.............. 7 892
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 1,442
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)bulletNE
    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 ofbulletUS BANK NATL ASSOCIATION Telephone no.bullet (402) 434-1584
    Located atbullet233 S 13TH 10TH FLOORLINCOLNNE ZIP+4bullet68508
    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
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    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
    US BANK NATIONAL ASSOCIATION TRUSTEE
    4     		46,243    
    233 S 13TH
    LINCOLN,NE68508
    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
    4,329,684
    b
    Average of monthly cash balances.......................
    1b
    88,699
    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
    4,418,383
    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
    4,418,383
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    66,276
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,352,107
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    217,605
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    217,605
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    2,334
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,334
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    215,271
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    215,271
    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
    215,271
    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
    558,522
    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
    558,522
    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
    2,334
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    556,188
    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 7 215,271
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005....... 0
    b From 2006....... 17,671
    c From 2007....... 255,545
    d From 2008....... 376,410
    e From 2009....... 338,052
    fTotal of lines 3a through e......... 987,678
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 558,522
    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..... 215,271
    e Remaining amount distributed out of corpus 343,251
    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 1,330,929
    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 ......     		1,330,929
    10 Analysis of line 9:
    a Excess from 2006.... 17,671
    b Excess from 2007.... 255,545
    c Excess from 2008.... 376,410
    d Excess from 2009.... 338,052
    e Excess from 2010.... 343,251
    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).)
    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.
    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:
    US BANK NA ATTN JAMES STRASHEIM
    233 SOUTH 13TH STREET SUITE 1011
    LINCOLN,NE68508
    (402) 434-1584
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD SEND A LETTER OUTLINING THE DETAILS OF THEIR REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAINLY PROVIDES FUNDING FOR EDUCATIONAL PURPOSES AND MEDICAL RESEARCH PURPOSES.
    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
    DOLLARS FOR SCHOLARS
    1550 AMERICAN BLVD E STE 155
    MINNEAPOLIS,MN55425     		NONE PUBLIC SCHOLARSHIPS 87,785
    NANCY & RONALD REAGAN
    SCHOLARSHIP AWARD
    233 S 13TH ST
    LINCOLN,NE68508     		NONE PRIVATE SCHOLARSHIP 5,000
    ELM CREEK SCHOOL
    FOUNDATION
    PO BOX 34
    ELM CREEK,NE68836     		NONE PUBLIC SCHOLARSHIP 2,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE68501     		NONE PUBLIC INSTALLMENT GRANT FOR UNMC GERIATRIC CENTER 420,000
    GOOD SAMARITAN VILLAGE
    PO BOX 5038
    SIOUX FALLS,SD57117     		NONE PUBLIC GENERAL 2,500
    Total .................................bullet 3a 517,285
    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 1  
    4 Dividends and interest from securities....     14 102,893  
    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     18 162,843  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aCLASS ACTION RCPT     01 4,811  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   270,548  
    13Total. Add line 12, columns (b), (d), and (e)...................
    13270,548
    (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 InvestmentsCorpBondsSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WAL MART STORES    
    JP MORGAN CHASE CO 4.5 99,760 102,088
    GOLDMAN SACHS GRP 104,956 107,310
    BANK OF AMERICA CO 102,240 104,864
    CS FIRST BOSTON USA 100,200 107,835
    WELLS FARGO CO 102,890 106,944
    SOUTHTRUST CORP 51,290 54,903
    CONOCOPHILIPS CANADA 102,230 115,826
    SUNTRUST ATLANTA GA 98,276 106,579
    CISCO SYSTEMS INC 100,326 102,203
    JP MORGAN CHASE CO 4.95 157,004 154,946

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EXELON CORPORATION    
    GENERAL ELEC CO 91,415 67,896
    APACHE CORP    
    GENERAL MOTORS CORP 345 304
    JOHNSON & JOHNSON    
    BANK OF AMERICA CORP    
    GOLDMAN SACHS GROUP INC 52,662 79,854
    ILLINOIS TOOL WKS INC 83,257 111,850
    WELLS FARGO 59,905 67,344
    HEWLETT PACKARD CO    
    INTEL CORP 49,638 53,184
    EATON CORP    
    PFIZER INC 152,255 148,320
    UNITED TECHNOLOGIES CORP    
    EXXON MOBIL CORP    
    ACE LTD 54,832 78,984
    VERIZON COMMUNICATIONS INC 42,148 44,676
    ACCENTURE LTD    
    NUVEEN INTERNATIONAL FD    
    NUVEEN MID CAP GRWTH OPP 172,043 207,304
    NUVEEN SMALL CAP SELECT 141,365 153,892
    NORFOLK SOUTHN CORP    
    CHEVRON CORPORATION 112,016 123,408
    TRANSOCEAN INC    
    AUTOLIV INC    
    COMCAST CORP CL A    
    GAP INC    
    PHILIP MORRIS INTL    
    BRISTOL-MYERS SQUIBB CO    
    B B & T CORP    
    J P MORGAN CHASE & CO 94,894 98,256
    EDISON INTL    
    WILLIAMS COS INC 32,866 36,300
    AT & T INC 129,413 119,358
    NUVEEN SMALL CAP GWTH OPP 127,030 144,537
    NUVEEN SMALL CAP VALUE FD 126,736 124,574
    GRAINGER W W INC    
    HOME DEPOT INC    
    AMERISOURCEBERGEN CORP    
    AMGEN INC    
    CISCO SYS INC    
    AIR PRODS CHEMICALS INC    
    FREEPORT MCMORAN COPPER GOLD    
    FED EX CORP    
    INTERNATIONAL PAPER CO    
    INGERSOLL RAND PLC 44,884 54,492
    E O G RES INC    
    NEWFIELD EXPL CO    
    SCHLUMBERGER LTD    
    DISNEY WALT CO 33,965 46,848
    MOTORS LIQUIDATION CO    
    DR PEPPER SNAPPLE GROUP    
    GENERAL MILLS INC 36,965 44,664
    WELLPOINT INC    
    AMERICAN EXPRESS CO    
    AMERIPRISE FINL INC 53,184 69,216
    MORGAN STANLEY GROUP INC    
    PRUDENTIAL FINANCIAL INC    
    UNUM GROUP 29,626 30,576
    C M S ENERGY CORP 33,408 47,256
    APPLIED MATLS INC    
    CBS CORP CLASS B 54,047 68,376
    CENTERPOINT ENERGY INC 38,832 46,440
    CITIGROUP INC 50,275 49,968
    COMERICA INC 45,454 41,484
    CSX CORP 94,977 94,392
    DIRECT TV CL A 50,130 60,984
    ENDO PHARMACEUTICAL HLDGS 49,246 48,204
    FIFTH THIRD BANCORP 45,687 45,900
    GILEAD SCIENCES INC 46,054 49,692
    HALIBURTON CO 53,306 61,200
    LINCOLN NATL CORP LTD 37,092 34,188
    MACYS INC 67,237 70,176
    MEADWESTVACO CORP 77,909 79,944
    ORACLE CORP 38,628 39,492
    PUBLIC SVC ENTERPRISE GRP INC 39,504 39,168
    TD AMERITRADE HLDG CORP 25,116 23,412
    UNITED HEALTH GRP INC 59,700 61,896
    WALGREEN CO 51,096 50,952
    WYNDHAM WORLDWIDE CORP 35,400 40,380
    SCOUT INTL FUND 174,761 215,999

    TY 2010 OtherAssetsSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    2010 RETURN OF CAPITAL ADJ   154 154
    CORRECTION   0 0


    TY 2010 OtherExpensesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TELEPHONE 101 0   101
    OFFICE EXPENSE 70 0   70
    OTHER EXPENSES 672 0   672


    TY 2010 OtherIncomeSchedule2
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION RECEIPTS 4,811 4,811  


    TY 2010 OtherIncreasesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Amount
    ROUNDING 7


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 30,000     30,000


    TY 2010 TaxesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 486 0   0
    FOREIGN TAXES ON QUALIFIED FOR 421 421   0