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
PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3168   Room/suite
City or town, state, and ZIP code
PORTLAND, OR97208
A Employer identification number

84-6191934
B Telephone number (see page 10 of the instructions)

(503) 275-4327
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$3,530,611J 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      
4 Dividends and interest from securities...... 105,614 105,614  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -14,290
b Gross sales price for all assets on line 6a 525,194
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 91,324 105,614  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 58,913 53,022   5,891
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)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 298     298
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 4,352 2,194   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 168     168
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,231 55,216 0 7,857
25 Contributions, gifts, grants paid........ 171,300 171,300
26 Total expenses and disbursements. Add lines 24 and 25 236,531 55,216 0 179,157
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -145,207
b Net investment income (if negative, enter -0-) 50,398
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 (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.......... 232,499 167,564 167,564
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) 448,940 Click to see attachment250,623 255,569
b Investments—corporate stock (attach schedule)........ 2,328,961 Click to see attachment2,534,817 2,623,335
c Investments—corporate bonds (attach schedule)........ 557,682 Click to see attachment472,380 484,143
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,568,082 3,425,384 3,530,611
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......... 3,568,082 3,425,384
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,568,082 3,425,384
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,568,082 3,425,384
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 3,568,082
2 Enter amount from Part I, line 27a..................... 2 -145,207
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,538
4 Add lines 1, 2, and 3.......................... 4 3,427,413
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,029
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,425,384
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 50000. GOLDMAN SACHS 5.000% 1/15/11   2008-05-12 2011-01-15
b . ENRON CORP     2011-01-21
c 470. TOSHIBA CORPORATION ADR   2010-10-26 2011-01-28
d 210. TOTO LTD   2010-10-26 2011-01-28
e 300. WAL MART STORES INC   2006-02-08 2011-01-28
350. WEATHERFORD INTERNATIONAL LTD   2008-08-22 2011-01-28
300. TECHNOLOGY SELECT SECTOR S P D R   2007-10-09 2011-02-01
100000. F H L B DEB 4.625% 2/18/11   2006-02-16 2011-02-03
100000. U S TREASURY NT 4.875% 4/30/11   2006-06-13 2011-04-30
50000. MERCK CO INC 1.875% 6/30/11   2009-10-15 2011-06-30
. ROYAL DUTCH PETE NY REG N GLDR 1.25     2011-06-30
. ROYAL DUTCH PETE NY REG N GLDR 1.25     2011-06-30
. CONAGRA FOODS INC     2011-07-07
.691 HOLLYFRONTIER CORP   2011-01-28 2011-07-27
100000. CREDIT SUIS USA 5.500% 8/16/11   2006-12-18 2011-08-16
.899 ROYAL DUTCH SHELL PLC A D R   2011-09-19 2011-09-26
125. ALLSTATE CORP   2005-09-12 2011-09-27
170. HEWLETT PACKARD CO     2011-09-27
50. I T T CORPORATION   2007-11-15 2011-09-27
100. MICROSOFT CORP   2006-11-03 2011-09-27
50. NORTHERN TRUST CORPORATION COMMON STOCK   2008-09-17 2011-09-27
150. OMNICOM GROUP INC   2006-02-08 2011-09-27
711.744 T ROWE PRICE INTL GR&INC ADV   2005-11-01 2011-09-27
628.141 LAUDUS INTL MARKETMASTERS FUND SEL   2006-05-11 2011-09-27
200. HEALTH CARE SELECT SECTOR S P D R     2011-09-27
300. FINANCIAL SELECT SECTOR SPDR FD     2011-09-27
175. WELLS FARGO & CO NEW     2011-09-27
.5 ITT CORP   2007-11-15 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 50,000   50,883 -883
b 896     896
c 16,911   14,203 2,708
d 14,874   14,106 768
e 17,007   13,539 3,468
7,899   13,388 -5,489
7,914   8,279 -365
100,172   99,989 183
100,000   99,727 273
50,000   50,767 -767
63     63
87     87
17     17
50   28 22
100,000   101,780 -1,780
55   59 -4
3,023   6,754 -3,731
4,114   5,501 -1,387
2,188   3,218 -1,030
2,569   2,877 -308
1,819   3,692 -1,873
5,928   6,130 -202
8,221   9,744 -1,523
10,289   13,375 -3,086
6,540   7,183 -643
3,736   8,960 -5,224
4,448   5,290 -842
10   12 -2
      102
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       -883
b       896
c       2,708
d       768
e       3,468
      -5,489
      -365
      183
      273
      -767
      63
      87
      17
      22
      -1,780
      -4
      -3,731
      -1,387
      -1,030
      -308
      -1,873
      -202
      -1,523
      -3,086
      -643
      -5,224
      -842
      -2
       
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 -14,290
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 168,256 3,604,792 0.046676
2009 191,870 3,395,302 0.05651
2008 214,159 3,874,029 0.055281
2007 200,723 4,383,316 0.045793
2006 197,174 4,182,583 0.047142
2 Total of line 1, column (d) ...................... 2 0.251401
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 0.05028
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 3,720,307
5 Multiply line 4 by line 3....................... 5 187,058
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 504
7 Add lines 5 and 6......................... 7 187,562
8 Enter qualifying distributions from Part XII, line 4.............. 8 179,157
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 1,008
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 1,008
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 1,008
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,468
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,468
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 460
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet460 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)bulletCO
    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.
    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 Telephone no.bullet (503) 275-4327
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    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
     
    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 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
     
     
    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
    US BANK TRUSTEE
    1     		60,413    
    PO BOX 3168
    PORTLAND,OR97208
    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 (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
    3,636,400
    b
    Average of monthly cash balances.......................
    1b
    140,561
    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
    3,776,961
    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
    3,776,961
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    56,654
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,720,307
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    186,015
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    186,015
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,008
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,008
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    185,007
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    185,007
    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
    185,007
    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
    179,157
    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
    179,157
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    179,157
    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 7 185,007
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 170,817
    b Total for prior years:2009, 20, 20 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 0
    b From 2007....... 0
    c From 2008....... 0
    d From 2009....... 0
    e From 2010....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 179,157
    a Applied to 2010, but not more than line 2a 170,817
    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 2011 distributable amount..... 8,340
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 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 0
    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 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 ..........     		176,667
    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 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2007.... 0
    b Excess from 2008.... 0
    c Excess from 2009.... 0
    d Excess from 2010.... 0
    e Excess from 2011.... 0
    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).)
    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:
    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
    COLORADO STATE UNIVERSITY
    FOUNDATION
    410 UNIVERSITY SERVICES CENTER
    FORT COLLINS,CO80523     		NONE PUBLIC GENERAL SUPPORT 18,500
    ST ANTHONY HEALTH FOUNDATION
    FLIGHT FOR LIFE
    4231 WEST SIXTEENTH AVENUE
    DENVER,CO80204     		NONE PUBLIC GENERAL SUPPORT 15,500
    ALPINE RESCUE TEAM
    PO BOX 934
    EVERGREEN,CO80439     		NONE PUBLIC GENERAL SUPPORT 18,000
    JEFFCO ACTION CENTER INC
    8755 W 14TH AVE
    LAKEWOOD,CO80215     		NONE PUBLIC GENERAL SUPPORT 14,300
    ALAN GREEN MEMORIAL
    FOUNDATION INC
    PO BOX 575
    BLACK HAWK,CO80422     		NONE PUBLIC GENERAL SUPPORT 10,000
    COLORADO CANCER RESEARCH
    PROGRAM INC
    2253 S ONEIDA ST
    DENVER,CO80224     		NONE PUBLIC GENERAL SUPPORT 15,000
    CHILDRENS HOSPITAL
    FOUNDATION
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		NONE PUBLIC GENERAL SUPPORT 5,000
    DAYTON VOLUNTEER FIRE DEP
    DAYTON RESCUE UNIT
    PO BOX 125
    DAYTON,WY82836     		NONE PUBLIC GENERAL SUPPORT 10,000
    GOODWILL INDUSTRIES OF DENVER
    6850 N FEDERAL BLVD
    DENVER,CO80221     		NONE PUBLIC GENERAL SUPPORT 5,000
    HOSPICE OF ST JOHN FOUNDATION
    1320 EVERETT COURT
    LAKEWOOD,CO80215     		NONE PUBLIC GENERAL SUPPORT 5,000
    NATIONAL JEWISH MEDICAL &
    RESPIRATORY RESEARCH CTR
    1400 JACKSON STREET
    DENVER,CO80206     		NONE PUBLIC GENERAL SUPPORT 15,000
    PUBLIC BROADCASTING OF CO
    DIRECTOR OF DONOR SERVIC
    7409 SOUTH ALTON COURT
    CENTENNIAL,CO80112     		NONE PUBLIC GENERAL SUPPORT 6,000
    ROCKY MOUNTAIN ACADEMY
    EVERGREEN FND
    2959 ROYAL ELK WAY
    EVERGREEN,CO80439     		NONE PUBLIC GENERAL SUPPORT 10,000
    SHERIDAN COUNTY
    LIBRARY FOUNDATION
    335 W ALGER ST
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 5,000
    SHERIDAN COUNTY MEMORIAL
    HOSPITAL FOUNDATION
    PO BOX 391
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 12,000
    SHERIDAN SENIOR
    CITIZENS CENTER
    211 SMITH ST
    SHERIDAN,WY82801     		NONE PUBLIC GENERAL SUPPORT 5,000
    TONGUE RIVER VALLEY COMMUNITY CTR
    PO BOX 792
    RANCHESTER,WY82839     		NONE PUBLIC GENERAL SUPPORT 2,000
    Total .................................bullet 3a 171,300
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 105,614  
    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 -14,290  
    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)..   91,324  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1391,324
    (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:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 5.00    
    CREDIT SUISSE 5.50    
    WELLS FARGO FINANCIAL 5.50 52,403 51,290
    HONEYWELL INTL 4.250 50,234 52,162
    GLAXOSMITHKLINE 4.85 101,515 105,833
    BELLSOUTH CORP 5.200 50,101 55,275
    MERCK CO INC 1.875    
    NUVEEN HIGH INCOME BOND FD 115,678 114,372
    CATERPILLAR FINANCIAL SE 1.375 25,270 25,313
    ISHARES JP MORGAN BOND 77,179 79,898

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE LTD 13,627 28,638
    ACE LTD 29,574 38,566
    SCHLUMBERGER LTD 27,525 31,832
    WEATHERFORD INTL LTD 4,973 1,903
    CONSUMER STAPLES 8,164 9,747
    CREDIT SUISSE COMM 150,991 147,342
    FINANCIAL SELECT SECTOR    
    FAM INFLATION PRO SEC    
    FAM REAL ESTATE    
    HEALTH CARE SELECT    
    ISHARES RUSSELL 1000 GROWTH 17,181 17,337
    LAUDUS INTL MRKTMASTERS 36,097 32,887
    SPDR TRUST SERIES 1    
    T ROWE PRICE INTL GR&INC 16,696 14,183
    T ROWE PRICE MID CAP VALUE 28,500 25,382
    T ROWE PRICE SMALL CAP VALUE 11,927 9,622
    TECHNOLOGY SELECT SECTOR    
    BERKSHIRE HATHAWAY INC 15,660 14,421
    ISHARES MSCI EMERGING MKTS 243,739 252,111
    ISHARES TR IBOXX HY CORP 30,020 31,837
    ABBOTT LABORATORIES 19,302 20,861
    ADVANCE AUTO PARTS INC 14,310 16,015
    AIR PRODS CHEMICALS INC 14,201 14,142
    AMERICAN EXPRESS CO 14,468 17,076
    AMERIPRISE 14,117 13,800
    APACHE CORP 12,413 22,192
    APPLE INC 20,034 26,325
    APTAR GROUP INC 14,282 16,434
    ATMOS ENERGY CORP 14,334 16,308
    ATT INC 14,257 15,180
    AVALONBAY CMNTYS INC 14,289 16,978
    AVNET INC 14,157 15,203
    BABCOCK WILCOX COMPANY 14,247 14,774
    BRISTOL MYERS SQUIBB CO 14,069 18,466
    CAPITOL ONE FINANCIAL CORP 14,136 15,732
    CHEVRON CORPORATION 14,260 17,875
    CIGNA CORP 14,099 16,422
    CISCO SYS INC 14,279 10,902
    CONOCOPHILLIPS 28,451 34,613
    E M C CORPORATION 14,082 14,410
    ECOLAB INC 13,527 15,782
    ELI LILLY CO 14,159 16,832
    EXELON CORPORATION 29,464 28,191
    EXPEDITORS INTL WASH INC    
    EXPRESS SCRIPTS INC 16,784 15,150
    EXXON MOBIL CORP 25,208 30,598
    FLOWSERVE CORP 14,230 12,216
    GAMESTOP CORP 14,392 17,856
    GENERAL DYNAMICS 14,268 14,809
    GENERAL ELECTRIC 46,343 24,178
    GILEAD SCIENCES INC 16,225 16,863
    GOLDMAN SACHS GROUP INC 20,991 14,921
    GOOGLE INC 25,433 26,482
    HEWLETT PACKARD CO 17,783 14,168
    I T T CORPORATION 5,455 5,548
    INTEL CORP 18,080 23,935
    INTERNATIONAL BUSINESS MACHINE 16,598 21,698
    J & J SNACK FOODS CORP 14,250 17,689
    JACOBS ENGR GROUP INC 14,275 14,812
    JOHNSON & JOHNSON 27,096 28,003
    JOS A BANK CLOTHIERS INC 14,301 15,262
    LIBERTY MEDIA INTERACTIVE 14,548 15,939
    LINEAR TECHNOLOGY CORP 14,213 13,724
    MERCK & CO INC 21,384 23,789
    MICROSOFT CORP 31,647 28,556
    MORGAN STANLEY 14,144 8,836
    NATIONAL PRESTO INDS INC 14,135 11,513
    NORTHERN TR CORP 10,706 5,751
    ORACLE CORPORATION 22,718 30,523
    P N C FINANCIAL SERVICES 14,184 15,225
    PEPSICO INC 25,570 31,516
    PERRIGO CO 14,248 20,920
    PFIZER INC 11,630 14,369
    QUALCOMM INC 14,031 17,559
    STERICYCLE INC 14,333 15,272
    T ROWE PRICE GROUP INC 14,240 14,864
    THERMO FISHER SCIENTIFIC INC 14,245 12,771
    UNION PACIFIC CORP 14,399 17,374
    UNITED TECHNOLOGIES 21,645 31,063
    V F CORP 15,329 22,604
    VARIAN MED SYS INC 14,306 15,641
    VISA INC CLASS A 16,168 20,611
    WAL MART STORES INC 44,543 55,278
    WELLS FARGO CO    
    WESTERN DIGITAL CORP 14,559 14,485
    XEROX CORP 14,111 9,767
    XILINX INC    
    AIR LIQUIDE SA ADR 13,997 13,013
    ALLIANZ SE ADR 14,183 10,805
    AMERICA MOVIL ADT 14,173 11,029
    ARM HLDGS PLC ADT 13,627 21,472
    B H P BILLITON LTD ADT 14,127 12,148
    BUNGE LIMITED 14,239 13,042
    CANON INC SPONS ADR 13,999 13,476
    CARNIVAL CORP 15,280 11,489
    COCHLEAR LTD ADR 14,284 12,577
    DASSAULT SYSTEMS ADR 14,176 15,841
    ERSTE GROUP BANK ADT 14,213 5,380
    FLEXTRONICS INTERNATIONAL LTD 14,428 12,661
    I C I C I BANK LIMITED ADT 14,148 7,321
    NESTLE SA ADR 17,229 18,409
    ROCHE HLDG LTD ADR 13,996 16,424
    ROYAL DUTCH SHELL PLC 14,518 16,738
    SAP AD ADR 14,290 14,085
    SASOL LTD ADR 14,325 14,884
    SWATCH GROUP ADR 14,045 13,483
    TEVA PHARMACEUTICAL INDS LTD 14,590 11,180
    TOSHIBA CORPORATION ADT    
    TOTO LTD    
    WAL MART DE MEXICO ADR 14,112 14,380
    WEATHERFORD INTERNATIONAL LTD    
    WPP PLC ADT 14,191 12,744
    ALLSTATE CORP    
    ILLINOIS TOOL WORKS 4,131 5,839
    MCDONALDS CORP 20,616 30,199
    MEDTRONIC INC 4,238 3,366
    MOLSON COORS BREWING CO 5,075 5,007
    OMNICOM GROUP INC    
    REPUBLIC SVCS INC 7,043 7,218
    STATE STR CORP 7,264 5,240
    AMERICAN CENT SMALL CAP VALU 20,000 19,646
    SPDR S&P 500 37,867 34,513
    COSTCO WHSL 5,018 10,415
    STATE STR CORP    
    WYETH    
    XTO ENERGY    
    XLEM INC 16,447 14,772
    COGNIZANT TECH SOLUTIONS 15,323 13,827
    INTUITIVE SURGICAL 14,917 26,855
    EXELIS INC 6,635 5,204
    KELLOGG CO 15,644 15,626
    PGE CORP 15,484 13,767
    UTAH MED PRODS INC 15,740 15,714
    WEIS MKTS INC 15,446 15,497
    WELLS FARGO CO 17,985 16,536
    ABB LTD ADR 14,950 12,484
    HOYA CORP ADR 14,933 13,207
    HSBC HOLDINGS PLC 15,390 10,820
    NOVO NORDISK AS ADR 15,438 15,675
    TAIWAN SEMICONDUCTOR ADR 15,597 15,208
    NUVEEN INFLATION PRO SEC 27,997 29,628
    NUVEEN REAL ESTATE SECURITY 9,750 9,370
    T ROWE PRICE MID CAP GROWTH 30,000 25,958
    SCOUT INTERNATIONAL 25,000 21,595
    FREEPORT MCMORAN COPPER GOLD 15,534 10,743
    GENUINE PARTS CO 15,632 18,544
    HJ HEINZ 15,573 17,617
    HOLLYFRONTIER CORP 15,621 18,205

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    US Government Securities - End of Year Book Value:

    250,623
    US Government Securities - End of Year Fair Market Value:

    255,569
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2011 OtherDecreasesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Amount
    RECEIVED VS REPORTED - SECURITIES 2,028
    ADJUSTMENT FOR ROUNDING 1


    TY 2011 OtherExpensesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 168 0   168


    TY 2011 OtherIncreasesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Description Amount
    RECEIVED VS REPORTED - PRIOR YR 4,538


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes


    TY 2011 TaxesSchedule
    Name:
    PAUL R AND ANNA LEE WHITE FAMILY CHARITABLE
    EIN: 84-6191934
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,114 1,114   0
    FEDERAL TAX PAYMENT - PRIOR YE 690 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,468 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,014 1,014   0
    FOREIGN TAXES ON NONQUALIFIED 66 66   0