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
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
DANKER-BASHAM FOUNDATION INC
 
% MR ROBERT BASHAM
Number and street (or P.O. box number if mail is not delivered to street address)3717 W NORTH B STREET   Room/suite
City or town, state, and ZIP code
TAMPA, FL33609
A Employer identification number

59-3284079
B Telephone number (see page 10 of the instructions)

(813) 251-6662
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$9,210,360J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments 133,253 133,253 133,253
4 Dividends and interest from securities...... 104,077 104,077 104,077
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -49,874
b Gross sales price for all assets on line 6a 3,217,188
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 187,456 237,330 237,330
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,575 3,575 3,575 0
c Other professional fees (attach schedule).... Click to see attachment 51,723 51,723 51,723  
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 5,579 1,039 1,039  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,543 8,543 8,543  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 69,420 64,880 64,880 0
25 Contributions, gifts, grants paid........ 347,829 347,829
26 Total expenses and disbursements. Add lines 24 and 25 417,249 64,880 64,880 347,829
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -229,793
b Net investment income (if negative, enter -0-) 172,450
c Adjusted net income (if negative, enter -0-)... 172,450
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
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.......... 964,876 1,783,142 1,783,262
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 3,220,916 Click to see attachment3,070,105 3,066,529
b Investments—corporate stock (attach schedule)........ 4,661,901 Click to see attachment3,671,350 3,172,796
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,100,000 Click to see attachment1,100,000 958,864
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment228,909 Click to see attachment228,909 Click to see attachment228,909
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,176,602 9,853,506 9,210,360
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......... 1,977,441 1,977,441
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 8,199,161 7,876,065
30 Total net assets or fund balances (see page 17 of the
instructions).................... 10,176,602 9,853,506
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,176,602 9,853,506
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 10,176,602
2 Enter amount from Part I, line 27a..................... 2 -229,793
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 9,946,809
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 93,303
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,853,506
Form 990-PF (2011)
Form 990-PF (2011)
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 100 ACE LIMITED   2010-04-29 2011-11-22
b 100 ACE LIMITED   2010-08-16 2011-11-22
c 75 ACE LIMITED   2010-04-27 2011-11-23
d 25 ACE LIMITED   2010-04-30 2011-11-23
e 300 AMERICAN EXPRESS   2009-06-09 2011-05-24
150 AMERICAN EXPRESS   2009-06-09 2011-10-04
350 AMERICAN EXPRESS   2010-06-09 2011-10-04
70 AMERICAN EXPRESS   2009-02-12 2011-10-05
60 AMERICAN EXPRESS   2009-06-09 2011-10-05
225 APACHE CORP   2009-05-04 2011-01-28
75 APACHE CORP   2009-05-05 2011-01-28
10 APACHE CORP   2009-05-20 2011-01-28
150 RCHER-DANIELS-MIDLAND CO   2010-07-29 2011-09-22
150 RCHER-DANIELS-MIDLAND CO   2010-07-30 2011-09-22
100 RCHER-DANIELS-MIDLAND CO   2010-08-02 2011-09-22
200 RCHER-DANIELS-MIDLAND CO   2010-07-29 2011-09-23
250 RCHER-DANIELS-MIDLAND CO   2010-07-29 2011-09-26
150 RCHER-DANIELS-MIDLAND CO   2010-07-29 2011-09-28
530 CISCO SYSTEMS INC   2007-07-05 2011-02-10
750 CISCO SYSTEMS INC   2008-02-13 2011-02-10
215 DISNEY (WALT) HOLDING CO   2007-07-05 2011-11-21
335 DISNEY (WALT) HOLDING CO   2007-07-18 2011-11-21
260 DISNEY (WALT) HOLDING CO   2007-07-05 2011-11-22
10 DISNEY (WALT) HOLDING CO   2007-11-07 2011-11-22
450 EMC CORP   2009-12-29 2011-02-14
500 EMC CORP   2009-12-29 2011-05-05
350 EMC CORP   2009-12-29 2011-05-06
30 EMC CORP   2009-12-29 2011-05-09
450 GENERAL ELECTRIC CO   2010-02-01 2011-11-21
550 GENERAL ELECTRIC CO   2010-02-02 2011-11-21
500 GENERAL ELECTRIC CO   2010-03-11 2011-11-21
1050 GENERAL ELECTRIC CO   2010-02-01 2011-11-22
55 GOOGLE INC   2009-07-09 2011-10-04
1 GOOGLE INC   2009-07-09 2011-10-05
40 HESS CORP   2009-08-21 2011-03-10
150 HESS CORP   2009-09-16 2011-03-10
60 HESS CORP   2009-09-17 2011-03-10
50 HESS CORP   2009-08-21 2011-03-11
150 HESS CORP   2009-08-21 2011-05-02
110 HESS CORP   2009-08-21 2011-05-03
100 HONEYWELL INTL INC   2010-05-14 2011-09-22
200 HONEYWELL INTL INC   2010-05-18 2011-09-22
50 HONEYWELL INTL INC   2010-05-19 2011-09-22
50 HONEYWELL INTL INC   2010-05-19 2011-09-26
300 HONEYWELL INTL INC   2010-06-09 2011-09-26
225 INGERSOLL-RAND PUBLIC LTD   2009-11-12 2011-01-21
25 INGERSOLL-RAND PUBLIC LTD   2009-11-17 2011-01-21
25 INGERSOLL-RAND PUBLIC LTD   2009-11-11 2011-01-24
25 INGERSOLL-RAND PUBLIC LTD   2009-11-12 2011-01-24
25 INGERSOLL-RAND PUBLIC LTD   2009-11-10 2011-07-22
175 INGERSOLL-RAND PUBLIC LTD   2009-11-11 2011-07-22
225 INGERSOLL-RAND PUBLIC LTD   2009-11-10 2011-07-25
150 INGERSOLL-RAND PUBLIC LTD   2009-11-10 2011-07-26
75 INGERSOLL-RAND PUBLIC LTD   2010-03-11 2011-07-26
25 INGERSOLL-RAND PUBLIC LTD   2010-03-11 2011-07-27
90 INTERNATIONAL PAPER   2008-09-09 2011-11-21
110 INTERNATIONAL PAPER   2008-09-11 2011-11-21
250 INTERNATIONAL PAPER   2008-09-16 2011-11-21
550 INTERNATIONAL PAPER   2008-09-09 2011-11-23
110 INTERNATIONAL PAPER   2008-09-09 2011-11-25
65 INTERNATIONAL PAPER   2009-02-12 2011-11-25
550 JPMORGAN CHASE & CO   2009-08-24 2011-11-21
200 JPMORGAN CHASE & CO   2009-08-24 2011-11-22
100 JPMORGAN CHASE & CO   2009-08-24 2011-11-23
45 KOHL'S CORP   2009-02-02 2011-01-06
95 KOHL'S CORP   2009-02-03 2011-01-06
50 KOHL'S CORP   2009-02-04 2011-01-06
260 KOHL'S CORP   2009-12-29 2011-01-06
5 KOHL'S CORP   2009-02-02 2011-01-07
70 KOHL'S CORP   2009-02-12 2011-01-07
50 KRAFT FOODS INC   2010-04-13 2011-08-04
450 KRAFT FOODS INC   2010-04-14 2011-08-04
550 KRAFT FOODS INC   2010-04-13 2011-11-21
50 KRAFT FOODS INC   2010-04-13 2011-11-22
400 LOWES COS INC   2009-12-29 2011-01-04
350 LOWES COS INC   2009-12-29 2011-01-05
175 LOWES COS INC   2009-12-29 2011-01-06
10 LOWES COS INC   2009-12-29 2011-01-07
15 MASTERCARD CL A   2010-09-20 2011-10-04
70 MASTERCARD CL A   2010-09-21 2011-10-04
5 MASTERCARD CL A   2010-09-21 2011-10-05
675 MICROSOFT CORP   2009-10-21 2011-11-21
200 MICROSOFT CORP   2009-10-22 2011-11-21
50 MORGAN STANLEY GRP INC   2009-06-09 2011-08-03
150 MORGAN STANLEY GRP INC   2009-06-09 2011-08-04
200 MORGAN STANLEY GRP INC   2009-06-09 2011-08-08
200 MORGAN STANLEY GRP INC   2009-06-10 2011-08-08
50 MORGAN STANLEY GRP INC   2009-06-10 2011-08-09
550 MORGAN STANLEY GRP INC   2009-07-14 2011-08-09
150 NATIONAL OILWELL VARCO INC   2010-04-30 2011-05-06
100 NATIONAL OILWELL VARCO INC   2010-05-04 2011-05-06
200 NATIONAL OILWELL VARCO INC   2010-05-04 2011-11-21
50 NATIONAL OILWELL VARCO INC   2010-05-04 2011-11-22
75 NATIONAL OILWELL VARCO INC   2010-06-09 2011-11-22
25 NATIONAL OILWELL VARCO INC   2010-06-09 2011-11-23
925 PFIZER INC   2009-10-26 2011-11-21
725 PFIZER INC   2010-08-05 2011-11-21
275 PFIZER INC   2010-08-05 2011-11-22
10 PROCTER & GAMBLE CO   2008-03-20 2011-11-22
350 PROCTER & GAMBLE CO   2008-07-29 2011-11-22
40 PROCTER & GAMBLE CO   2009-02-12 2011-11-22
20 PROCTER & GAMBLE CO   2009-02-12 2011-11-23
250 QUALCOMM INC   2010-04-13 2011-06-29
75 QUALCOMM INC   2010-04-13 2011-11-21
250 QUALCOMM INC   2010-04-22 2011-11-21
50 ST JUDE MEDICAL INC   2010-11-08 2011-11-22
150 ST JUDE MEDICAL INC   2010-11-12 2011-11-22
150 ST JUDE MEDICAL INC   2010-11-08 2011-12-16
175 ST JUDE MEDICAL INC   2010-11-17 2011-12-19
75 ST JUDE MEDICAL INC   2010-11-10 2011-12-20
25 ST JUDE MEDICAL INC   2010-11-17 2011-12-20
50 T ROWE PRICE GROUP INC   2009-05-04 2011-02-01
100 T ROWE PRICE GROUP INC   2009-05-04 2011-02-02
40 T ROWE PRICE GROUP INC   2009-05-04 2011-02-23
100 TEVA PHARM INDS LTD ADR   2009-12-29 2011-08-04
30 TEVA PHARM INDS LTD ADR   2009-01-20 2011-09-22
80 TEVA PHARM INDS LTD ADR   2009-02-12 2011-09-22
215 TEVA PHARM INDS LTD ADR   2009-12-29 2011-09-22
170 TEVA PHARM INDS LTD ADR   2009-01-20 2011-09-23
200 WAL-MART STORES INC   2009-12-29 2011-03-23
155 WAL-MART STORES INC   2009-12-29 2011-04-18
50 APPLE INC   2011-02-14 2011-11-21
30 APPLE INC   2011-03-04 2011-11-21
25 APPLE INC   2011-03-11 2011-11-21
50 APPLE INC   2011-06-22 2011-11-21
50 ARCHER-DANIELS-MIDLAND CO   2010-10-29 2011-09-22
225 BOEING COMPANY   2010-03-03 2011-01-19
50 BOEING COMPANY   2010-03-04 2011-01-19
50 BOEING COMPANY   2010-03-03 2011-01-20
150 DEVON ENERGY CORP   2011-01-31 2011-09-22
100 DEVON ENERGY CORP   2011-02-01 2011-09-22
25 DEVON ENERGY CORP   2011-01-25 2011-09-23
50 DEVON ENERGY CORP   2011-01-28 2011-09-23
50 DEVON ENERGY CORP   2011-01-31 2011-09-23
100 DEVON ENERGY CORP   2011-01-24 2011-09-26
50 DEVON ENERGY CORP   2011-01-28 2011-09-26
75 ECOLAB INC   2011-05-31 2011-11-21
100 ECOLAB INC   2011-06-01 2011-11-21
25 ECOLAB INC   2011-06-02 2011-11-21
75 ECOLAB INC   2011-06-14 2011-11-21
100 ECOLAB INC   2011-06-15 2011-11-21
25 ECOLAB INC   2011-07-20 2011-11-21
200 ECOLAB INC   2011-07-20 2011-11-22
225 ECOLAB INC   2011-07-20 2011-11-28
50 ECOLAB INC   2011-07-20 2011-11-29
450 GENERAL MOTORS CO   2010-11-18 2011-06-29
200 GENERAL MOTORS CO   2010-11-18 2011-06-30
50 GENERAL MOTORS CO   2011-03-23 2011-06-30
400 GENERAL MOTORS CO   2011-03-24 2011-06-30
300 GENERAL MOTORS CO   2011-03-23 2011-07-01
20 GOOGLE INC   2011-03-18 2011-08-08
250 JOHNSON CONTROLS   2011-06-29 2011-11-21
150 JOHNSON CONTROLS   2011-06-30 2011-11-21
100 JOHNSON CONTROLS   2011-07-01 2011-11-21
50 JOHNSON CONTROLS   2011-07-22 2011-11-21
150 JOHNSON CONTROLS   2011-07-22 2011-11-22
100 JOHNSON CONTROLS   2011-07-25 2011-11-23
10 MASTERCARD CL A   2010-09-20 2011-07-27
15 MASTERCARD CL A   2010-10-13 2011-07-27
25 MASTERCARD CL A   2010-09-20 2011-08-08
450 METLIFE INC COM   2011-07-08 2011-10-04
50 METLIFE INC COM   2011-07-11 2011-10-04
50 METLIFE INC COM   2011-07-14 2011-10-04
200 METLIFE INC COM   2011-07-14 2011-10-05
150 METLIFE INC COM   2011-07-15 2011-10-05
350 MORGAN STANLEY GRP INC   2011-03-23 2011-08-03
100 MORGAN STANLEY GRP INC   2011-03-24 2011-08-03
0.75 MOTOROLA MOBILITY HLDG INC   2010-09-24 2011-01-04
250 MOTOROLA MOBILITY HLDG INC   2011-01-20 2011-03-10
50 MOTOROLA MOBILITY HLDG INC   2010-09-24 2011-03-11
350 MOTOROLA MOBILITY HLDG INC   2011-01-05 2011-03-11
38.25 MOTOROLA MOBILITY HLDG INC   2010-09-23 2011-03-14
136.75 MOTOROLA MOBILITY HLDG INC   2010-09-24 2011-03-14
75 MOTOROLA MOBILITY HLDG INC   2010-09-23 2011-03-15
43 MOTOROLA MOBILITY HLDG INC   2010-09-23 2011-03-16
0.857 MOTOROLA SOLUTIONS INC   2011-01-04 2011-01-04
0.857 MOTOROLA SOLUTIONS INC   2010-09-24 2011-02-23
249.143 MOTOROLA SOLUTIONS INC   2011-01-04 2011-02-23
50 MOTOROLA SOLUTIONS INC   2011-01-05 2011-02-23
36.571 MOTOROLA SOLUTIONS INC   2010-09-23 2011-02-25
213.429 MOTOROLA SOLUTIONS INC   2010-09-24 2011-02-25
142 MOTOROLA SOLUTIONS INC   2010-09-23 2011-02-28
100 NATIONAL OILWELL VARCO INC   2010-04-30 2011-01-06
150 NATIONAL OILWELL VARCO INC   2010-04-30 2011-01-07
500 NEWS CORP CL A   2011-03-04 2011-07-06
250 NEWS CORP CL A   2011-01-24 2011-07-12
500 NEWS CORP CL A   2011-02-02 2011-07-12
250 NEWS CORP CL A   2011-03-04 2011-07-12
500 NEWS CORP CL A   2011-03-18 2011-07-12
450 NEWS CORP CL A   2011-01-24 2011-07-13
250 NEWS CORP CL A   2011-02-01 2011-07-13
100 OCCIDENTAL PETROLEUM   2011-06-29 2011-09-22
150 OCCIDENTAL PETROLEUM   2011-05-24 2011-11-21
100 PG & E CORP   2010-08-25 2011-03-11
25 PG & E CORP   2010-08-23 2011-03-14
150 PG & E CORP   2010-08-24 2011-03-14
25 PG & E CORP   2010-08-25 2011-03-14
175 PG & E CORP   2010-08-23 2011-03-15
100 PG & E CORP   2010-08-20 2011-03-16
50 PG & E CORP   2010-08-20 2011-03-17
35 PRECISION CASTPARTS CORP   2011-02-14 2011-10-04
45 PRECISION CASTPARTS CORP   2011-02-15 2011-10-04
45 PRECISION CASTPARTS CORP   2011-03-11 2011-10-04
5 PRECISION CASTPARTS CORP   2011-03-11 2011-10-05
25 PRECISION CASTPARTS CORP   2011-03-14 2011-10-05
150 PROCTER & GAMBLE CO   2011-04-26 2011-11-22
50 ST JUDE MEDICAL INC   2010-11-09 2011-03-23
150 ST JUDE MEDICAL INC   2010-11-15 2011-03-23
50 ST JUDE MEDICAL INC   2010-11-15 2011-03-24
100 ST JUDE MEDICAL INC   2010-11-05 2011-06-14
100 ST JUDE MEDICAL INC   2010-11-05 2011-06-15
50 ST JUDE MEDICAL INC   2010-11-05 2011-06-16
25 STANLEY BLACK & DECKER INC   2011-06-29 2011-09-07
100 STANLEY BLACK & DECKER INC   2011-06-30 2011-09-07
25 STANLEY BLACK & DECKER INC   2011-06-22 2011-09-09
50 STANLEY BLACK & DECKER INC   2011-06-24 2011-09-09
25 STANLEY BLACK & DECKER INC   2011-06-29 2011-09-09
75 STANLEY BLACK & DECKER INC   2011-06-22 2011-09-12
25 STANLEY BLACK & DECKER INC   2011-06-23 2011-09-12
50 STANLEY BLACK & DECKER INC   2011-06-23 2011-09-13
60 T ROWE PRICE GROUP INC   2010-06-18 2011-02-23
35 T ROWE PRICE GROUP INC   2010-06-17 2011-02-24
40 T ROWE PRICE GROUP INC   2010-06-18 2011-02-24
75 T ROWE PRICE GROUP INC   2010-06-17 2011-02-25
90 T ROWE PRICE GROUP INC   2010-06-17 2011-02-28
200 TD-AMERITRADE HLDGS   2011-03-08 2011-07-26
150 TD-AMERITRADE HLDGS   2011-03-04 2011-07-27
50 TD-AMERITRADE HLDGS   2011-03-04 2011-07-28
150 TD-AMERITRADE HLDGS   2011-03-10 2011-07-28
100 TD-AMERITRADE HLDGS   2011-01-14 2011-07-29
150 TD-AMERITRADE HLDGS   2011-01-14 2011-08-02
50 TD-AMERITRADE HLDGS   2011-01-12 2011-08-03
50 TD-AMERITRADE HLDGS   2011-01-14 2011-08-03
250 TD-AMERITRADE HLDGS   2011-01-12 2011-08-04
50 TD-AMERITRADE HLDGS   2011-01-06 2011-08-05
150 TD-AMERITRADE HLDGS   2011-01-10 2011-08-05
150 TD-AMERITRADE HLDGS   2011-01-06 2011-08-08
100 TEVA PHARM INDS LTD ADR   2011-04-05 2011-08-04
100 TEVA PHARM INDS LTD ADR   2011-04-06 2011-08-04
45 WAL-MART STORES INC   2010-08-13 2011-04-18
175 WAL-MART STORES INC   2010-08-13 2011-04-19
30 WAL-MART STORES INC   2010-08-13 2011-04-20
50 WHIRLPOOL CORP   2011-05-31 2011-09-08
75 WHIRLPOOL CORP   2011-06-01 2011-09-08
75 WHIRLPOOL CORP   2011-06-30 2011-09-09
50 WHIRLPOOL CORP   2011-07-01 2011-09-09
25 WHIRLPOOL CORP   2011-06-30 2011-09-12
2737 OW REAL RETURN FUN   2010-12-23 2011-11-07
6014.710 OW LARGE CAP STRATEGIES   2007-07-18 2011-11-07
17527.891 OW LARGE CAP STRATEGIES   2007-10-04 2011-11-07
971.548 OW GLOBAL SML & MID CAP   2009-12-30 2011-11-07
2364.395 OW GLOBAL OPPORTUNITIES   2007-11-28 2011-11-07
200000 FEDERAL HOME LOAN BANK   2009-12-29 2011-11-08
250000 DEFERAL HOME LOAN BANK   2001-12-29 2011-06-06
675000 US TREASURY NOTES   2001-12-29 2011-10-03
200000 US TREASURY NOTES   2009-09-10 2011-10-03
200 TD AMERITRADE HLDGS   2011-01-06 2011-08-09
145 INTERNATIONAL PAPER   2009-02-12 2011-11-28
75 MICROSOFT   2010-08-05 2011-11-21
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 6,598   5,337 1,261
b 6,598   5,336 1,262
c 4,878   3,931 947
d 1,626   1,331 295
e 15,190   8,094 7,096
6,286   4,047 2,239
14,666   13,558 1,108
3,026   1,085 1,941
2,594   1,619 975
25,230   17,818 7,412
8,410   5,909 2,501
1,121   826 295
3,827   4,064 -237
3,827   4,093 -266
2,551   2,820 -269
5,069   5,418 -349
6,191   6,773 -582
3,763   4,064 -301
10,051   14,949 -4,898
14,224   18,060 -3,836
7,401   7,416 -15
11,533   11,559 -26
8,815   8,969 -154
339   338 1
12,249   7,933 4,316
13,594   8,814 4,780
9,532   6,170 3,362
815   529 286
6,875   7,329 -454
8,403   9,317 -914
7,639   8,246 -607
15,807   17,102 -1,295
26,947   22,625 4,322
501   411 90
3,180   2,078 1,102
11,924   8,446 3,478
4,770   3,394 1,376
3,973   2,598 1,375
12,668   7,793 4,875
8,941   5,715 3,226
4,224   4,521 -297
8,448   9,038 -590
2,112   2,196 -84
2,170   2,196 -26
13,019   12,320 699
10,292   8,086 2,206
1,144   912 232
1,147   880 267
1,147   898 249
1,010   870 140
7,068   6,125 943
8,975   7,830 1,145
5,932   5,220 712
2,966   2,562 404
947   854 93
2,446   2,603 -157
2,990   3,278 -288
6,795   7,430 -635
14,144   15,905 -1,761
2,863   3,181 -318
1,692   459 1,233
16,402   24,104 -7,702
5,940   8,765 -2,825
2,868   4,383 -1,515
2,361   1,679 682
4,984   3,659 1,325
2,623   1,892 731
13,640   14,395 -755
258   187 71
3,611   2,509 1,102
1,749   1,525 224
15,739   13,844 1,895
18,874   16,777 2,097
1,724   1,525 199
9,808   9,488 320
8,624   8,302 322
4,236   4,151 85
239   237 2
4,496   3,256 1,240
20,979   15,178 5,801
1,539   1,084 455
16,881   17,988 -1,107
5,002   5,290 -288
1,045   1,549 -504
3,042   4,648 -1,606
3,482   6,197 -2,715
3,482   5,998 -2,516
859   1,500 -641
9,446   15,351 -5,905
10,381   6,604 3,777
6,921   4,357 2,564
13,151   8,714 4,437
3,231   2,179 1,052
4,846   2,739 2,107
1,591   913 678
17,601   15,883 1,718
13,796   11,794 2,002
5,196   4,473 723
618   685 -67
21,629   22,876 -1,247
2,472   2,020 452
1,222   1,010 212
13,857   10,530 3,327
4,064   3,159 905
13,546   9,885 3,661
1,772   1,928 -156
5,316   5,809 -493
4,935   5,784 -849
5,706   6,743 -1,037
2,450   2,886 -436
817   963 -146
3,362   2,003 1,359
6,671   4,006 2,665
2,654   1,603 1,051
4,154   5,603 -1,449
1,064   1,283 -219
2,838   3,513 -675
7,628   12,046 -4,418
5,978   7,270 -1,292
10,301   10,802 -501
8,261   8,372 -111
18,406   17,952 454
11,043   10,772 271
9,203   8,752 451
18,406   16,293 2,113
1,276   1,652 -376
16,141   14,541 1,600
3,587   3,272 315
3,559   3,231 328
8,529   13,165 -4,636
5,686   8,930 -3,244
1,403   2,121 -718
2,806   4,233 -1,427
2,806   4,388 -1,582
5,684   8,463 -2,779
2,842   4,233 -1,391
4,020   4,082 -62
5,360   5,451 -91
1,340   1,358 -18
4,020   4,148 -128
5,360   5,494 -134
1,340   1,259 81
10,632   10,071 561
12,387   11,330 1,057
2,767   2,518 249
13,648   15,783 -2,135
6,065   7,015 -950
1,516   1,552 -36
12,130   12,543 -413
9,157   9,313 -156
11,095   11,212 -117
7,200   10,333 -3,133
4,320   6,237 -1,917
2,880   4,221 -1,341
1,440   2,003 -563
4,313   6,010 -1,697
2,804   3,969 -1,165
3,045   2,171 874
4,568   3,428 1,140
7,568   5,427 2,141
11,827   19,580 -7,753
1,314   2,128 -814
1,314   2,095 -781
5,670   8,381 -2,711
4,253   6,252 -1,999
7,315   9,651 -2,336
2,090   2,754 -664
26   22 4
6,398   8,772 -2,374
1,223   1,453 -230
8,558   11,402 -2,844
941   1,077 -136
3,363   3,974 -611
1,773   2,112 -339
1,026   1,211 -185
32   32  
32   30 2
9,290   9,418 -128
1,864   2,002 -138
1,383   1,229 154
8,070   7,401 669
5,448   4,771 677
6,421   4,403 2,018
9,745   6,604 3,141
8,703   8,810 -107
3,845   3,955 -110
7,690   7,946 -256
3,845   4,405 -560
7,690   8,180 -490
7,077   7,119 -42
3,932   3,898 34
7,201   10,300 -3,099
13,923   15,357 -1,434
4,578   4,691 -113
1,113   1,157 -44
6,677   6,997 -320
1,113   1,173 -60
7,520   8,100 -580
4,264   4,545 -281
2,100   2,272 -172
5,106   5,284 -178
6,565   6,796 -231
6,565   6,476 89
746   720 26
3,732   3,592 140
9,269   9,586 -317
2,551   1,959 592
7,653   5,838 1,815
2,517   1,946 571
4,913   3,873 1,040
4,837   3,873 964
2,390   1,937 453
1,474   1,753 -279
5,897   7,164 -1,267
1,392   1,741 -349
2,785   3,497 -712
1,392   1,753 -361
4,029   5,222 -1,193
1,343   1,740 -397
2,736   3,479 -743
3,981   2,959 1,022
2,328   1,718 610
2,661   1,973 688
5,025   3,682 1,343
6,021   4,418 1,603
3,920   4,492 -572
2,784   3,366 -582
930   1,122 -192
2,790   3,266 -476
1,850   2,059 -209
2,734   3,088 -354
902   1,009 -107
902   1,029 -127
4,321   5,045 -724
835   991 -156
2,505   2,973 -468
2,334   2,972 -638
4,154   5,072 -918
4,154   5,087 -933
2,398   2,274 124
9,326   8,843 483
1,611   1,516 95
2,727   4,165 -1,438
4,091   6,206 -2,115
3,958   6,095 -2,137
2,638   4,124 -1,486
1,297   2,032 -735
28,000   29,259 -1,259
53,651   89,379 -35,728
156,349   257,485 -101,136
14,000   12,475 1,525
17,000   23,644 -6,644
206,072   218,424 -12,352
250,110   265,650 -15,540
806,704   754,418 52,286
216,016   197,871 18,145
2,996   3,963 -967
3,849   1,025 2,824
1,876   1,905 -29
      43,372
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       1,261
b       1,262
c       947
d       295
e       7,096
      2,239
      1,108
      1,941
      975
      7,412
      2,501
      295
      -237
      -266
      -269
      -349
      -582
      -301
      -4,898
      -3,836
      -15
      -26
      -154
      1
      4,316
      4,780
      3,362
      286
      -454
      -914
      -607
      -1,295
      4,322
      90
      1,102
      3,478
      1,376
      1,375
      4,875
      3,226
      -297
      -590
      -84
      -26
      699
      2,206
      232
      267
      249
      140
      943
      1,145
      712
      404
      93
      -157
      -288
      -635
      -1,761
      -318
      1,233
      -7,702
      -2,825
      -1,515
      682
      1,325
      731
      -755
      71
      1,102
      224
      1,895
      2,097
      199
      320
      322
      85
      2
      1,240
      5,801
      455
      -1,107
      -288
      -504
      -1,606
      -2,715
      -2,516
      -641
      -5,905
      3,777
      2,564
      4,437
      1,052
      2,107
      678
      1,718
      2,002
      723
      -67
      -1,247
      452
      212
      3,327
      905
      3,661
      -156
      -493
      -849
      -1,037
      -436
      -146
      1,359
      2,665
      1,051
      -1,449
      -219
      -675
      -4,418
      -1,292
      -501
      -111
      454
      271
      451
      2,113
      -376
      1,600
      315
      328
      -4,636
      -3,244
      -718
      -1,427
      -1,582
      -2,779
      -1,391
      -62
      -91
      -18
      -128
      -134
      81
      561
      1,057
      249
      -2,135
      -950
      -36
      -413
      -156
      -117
      -3,133
      -1,917
      -1,341
      -563
      -1,697
      -1,165
      874
      1,140
      2,141
      -7,753
      -814
      -781
      -2,711
      -1,999
      -2,336
      -664
      4
      -2,374
      -230
      -2,844
      -136
      -611
      -339
      -185
       
      2
      -128
      -138
      154
      669
      677
      2,018
      3,141
      -107
      -110
      -256
      -560
      -490
      -42
      34
      -3,099
      -1,434
      -113
      -44
      -320
      -60
      -580
      -281
      -172
      -178
      -231
      89
      26
      140
      -317
      592
      1,815
      571
      1,040
      964
      453
      -279
      -1,267
      -349
      -712
      -361
      -1,193
      -397
      -743
      1,022
      610
      688
      1,343
      1,603
      -572
      -582
      -192
      -476
      -209
      -354
      -107
      -127
      -724
      -156
      -468
      -638
      -918
      -933
      124
      483
      95
      -1,438
      -2,115
      -2,137
      -1,486
      -735
      -1,259
      -35,728
      -101,136
      1,525
      -6,644
      -12,352
      -15,540
      52,286
      18,145
      -967
      2,824
      -29
       
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 -49,874
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))
2010 356,914 9,662,098 0.03694
2009 196,428 8,837,949 0.022226
2008 342,952 8,627,976 0.039749
2007 211,550 5,857,553 0.036116
2006 99,818 1,104,755 0.090353
2 Total of line 1, column (d) ...................... 2 0.225384
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 0.045077
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 9,670,698
5 Multiply line 4 by line 3....................... 5 435,926
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,725
7 Add lines 5 and 6......................... 7 437,651
8 Enter qualifying distributions from Part XII, line 4.............. 8 347,829
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 (2011)
Form 990-PF (2011)
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 3,449
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 3,449
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,449
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 86
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,535
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 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bullet
    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 2011 or the taxable year beginning in 2011 (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.Click to see attachment
    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 ofbulletMR ROBERT BASHAM Telephone no.bullet
    Located atbullet3717 W NORTH B STREETTAMPAFL ZIP+4bullet33609
    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 2011, 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 (2011)
    Form 990-PF (2011)
    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 2011?.............
    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 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    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 2011 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 2011.)....................
    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 2011?
    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
     
    No
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    ROBERT D BASHAM PRESIDENT
    0     		0    
    3717 W NORTH B STREET
    TAMPA,FL33609
    RICHARD DANKER DIRECTOR
    0     		0    
    3717 W NORTH B STREET
    TAMPA,FL33609
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    9,589,059
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    228,909
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,817,968
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,817,968
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    147,270
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,670,698
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    483,535
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    483,535
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    3,449
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,449
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    480,086
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    480,086
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    480,086
    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
    347,829
    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
    347,829
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    347,829
    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 (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 480,086
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:2009, 2008, 2007  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 44,850
    b From 2007....... 138,021
    c From 2008.......  
    d From 2009.......  
    e From 2010.......  
    fTotal of lines 3a through e......... 182,871
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 347,829
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 347,829
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 132,257 132,257
    (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 50,614
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		50,614
    10 Analysis of line 9:
    a Excess from 2007.... 50,614
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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 2011, 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) 2011 (b) 2010 (c) 2009 (d) 2008
             
    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).)
    ROBERT D BASHAM
    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.
    NA
    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 (2011)
    Form 990-PF (2011)
    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
    BERKELEY PREPARATORY SCHOOL
    4811 KELLY ROAD
    TAMPA,FL33615     		    SUPPORT FOR EDUCATION 20,500
    BOOMER ESIASON FOUNDATION
    483 10TH AVENUE
    SUITE 300
    NEW YORK,NY10018     		    CONTRIBUTION 25,000
    UNIVERSITY OF SOUTH FLORIDA FOUNDATION
    N/A
    TAMPA,FL33606     		    CONTRIBUTION - HIGHER EDUCATION 71,429
    NOLS ANNUAL FUND
    284 LINCOLN STREET
    LENDER,WY82520     		    EDUCATION 1,500
    BOYS & GIRLS CLUB
    3307 NORTH MACDILL AVENUE
    TAMPA,FL33607     		    CONTRIBUTION 15,000
    CHAIR SCHOLARS
    16101 CARENCIA LANE
    ODESSA,FL33556     		    CONTRIBUTION 13,600
    RONALD MACDONALD FOUNDATION
    35 COLUMBIA
    TAMPA,FL33606     		    CONTRIBUTION 6,000
    SIGMA CHI FOUNDATION
    P O BO 469
    1714 HINMAN AVENUE
    EVANSTON,IL60201     		    CONTRIBUTION 20,000
    DEBARTOLO FOUNDATION
    15436 NORTH FLORIDA AVENUE
    SUITE 200
    TAMPA,FL33613     		    CONTRIBUTION 8,500
    METROPOLITAN MINISTRIES
    2002 NORTH FLORIDA AVENUE
    TAMPA,FL33602     		    CONTRIBUTION 12,000
    SEMINOLE BOOSTERS
    UNIVERSITY CENTER C5100
    TALLAHASSEE,FL32306     		    CONTRIBUTION 25,000
    FARA
    P O BOX 26454
    TAMPA,FL33623     		    CONTRIBUTION 14,000
    CULINARY INSTITUTE OF AMERICA
    4401 NORTH HIMES AVENUE
    SUITE 150
    TAMPA,FL33614     		    CONTRIBUTION 10,000
    BLOOMING PLACE FOR KIDS
    1108 COMMODORE STREET
    CLEARWATER,FL33755     		    CONTRIBUTION 2,800
    CHI-CHI RODRIGUEZ ACADEMY
    3030 NORT MCMULLEN BOOTH ROAD
    CLEARWATER,FL33761     		    CONTRIBUTION 16,350
    CIGAR FAMILY FOUNDATION
    PO BOX 2030
    TAMPA,FL33601     		    CONTRIBUTION 10,000
    COPPERHEAD CHARITIES INC
    36750 US HIGHWAY 19 N
    PALM HARBOR,FL346841239     		    CONTRIBUTION 8,250
    DEA EDUCATIONAL FOUNDATION
    2020 PENNSYLVANIA AVENUE NW
    SUITE 165
    WASHINGTON,DC20006     		    CONTRIBUTION 25,000
    FUQUA SCHOOL
    605 CHURCH STREET
    FARMVILLE,VA23901     		    CONTRIBUTIOIN - EDUCATION 1,000
    GEORGE W BUSH FOUNDATION
    1725 LAKEPOINTE DRIVE
    LEWISVILLE,TX75057     		    CONTRIBUTION 25,000
    GOLD SHIELD FOUNDATION
    PO BOX 271791
    TAMPA,FL33688     		    CONTRIBTION 100
    OUR CHANCE INTERNATIONAL INC
    PO BOX 634
    SADDLE RIVER,NJ07458     		    CONTRIBUTION 8,000
    STS YOUTH LACROSSE LEAGUE
    101 EAST KENNEDY BLVD
    SUITE 2800
    TAMPA,FL33602     		    SUPPORT YOUTH SPORTS 400
    THE UNIVERSITY OF TAMPA
    401 WEST KENNEDYT BLVD
    TAMPA,FL33606     		    CONTRIBTUION 5,000
    YOUNG LIFE
    305 HARRISON STREET
    SUITE 1-C
    LEESBURG,VA20175     		    CONTRIBUTION 1,000
    CAMP ARROWHEAD SCHOLARSHIP
    2020 TATNALL ST
    WILMINGTON,DE19802     		    CONTRIBUTION 2,400
    Total .................................bullet 3a 347,829
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    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
    aCONTRIBUTIONS     13    
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 133,253  
    4 Dividends and interest from securities....     14 104,077  
    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 -49,874  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   187,456  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13187,456
    (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 (2011)
    Form 990-PF (2011)
    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 (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 1,000 1,000 1,000  
    LEICH & ASSOCIATES 2,575 2,575 2,575  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK & SECURITIES 3,671,350 3,172,796

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    US Government Securities - End of Year Book Value:

    3,070,105
    US Government Securities - End of Year Fair Market Value:

    3,066,529
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2011 InvestmentsOtherSchedule2
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HEDGE FUNDS   1,100,000 958,864

    TY 2011 LandEtcSchedule2
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 OtherAssetsSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FORECLOSED PROPERTY 228,909 228,909 228,909


    TY 2011 OtherDecreasesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Description Amount
    PRIOR PERIOD DONATION ACTIVITY 80,791
    BOOK ADJUSTMENT 12,512


    TY 2011 OtherExpensesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCHANGE (GAIN) LOSS 8,543 8,543 8,543  


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MANAGEMENT 51,723 51,723 51,723  


    TY 2011 SubstantialContributorsSch
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Name Address
    ROBERT D BASHAM 3717 W NORTH B STREET
    TAMPA,FL33609


    TY 2011 TaxesSchedule
    Name:
    DANKER-BASHAM FOUNDATION INC
    EIN: 59-3284079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FORIEGN TAXES 84 84 84  
    IRS TAXES 4,540      
    PROPERTY TAX 955 955 955