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
MARY BODER CHARITABLE TRUST
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 387   Room/suite
City or town, state, and ZIP code
ST LOUIS, MO63166
A Employer identification number

43-1516154
B Telephone number (see page 10 of the instructions)

(314) 418-2643
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,236,819J 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...... 70,430 70,365 66
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 281,132
b Gross sales price for all assets on line 6a 1,603,935
7 Capital gain net income (from Part IV, line 2)... 281,132
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 905   905
12 Total. Add lines 1 through 11........ 352,467 351,497 971
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,695 27,695    
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 750 0 0 750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 8,039 676   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 36,484 28,371 0 750
25 Contributions, gifts, grants paid........ 54,564 54,564
26 Total expenses and disbursements. Add lines 24 and 25 91,048 28,371 0 55,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 261,419
b Net investment income (if negative, enter -0-) 323,126
c Adjusted net income (if negative, enter -0-)... 971
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............... 237 1,408 1,408
2 Savings and temporary cash investments.......... 100,530 82,544 82,544
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) 45,069 Click to see attachment20,134 20,540
b Investments—corporate stock (attach schedule)........ 1,226,914 Click to see attachment1,372,169 1,399,397
c Investments—corporate bonds (attach schedule)........ 574,287 Click to see attachment732,129 732,930
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) 1,947,037 2,208,384 2,236,819
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......... 1,947,037 2,208,384
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).................... 1,947,037 2,208,384
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,947,037 2,208,384
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 1,947,037
2 Enter amount from Part I, line 27a..................... 2 261,419
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,208,456
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 72
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,208,384
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 550. BEST BUY CO INC   2008-12-29 2011-01-19
b 150. DU PONT E I DE NEMOURS & CO   2006-03-28 2011-01-19
c 50. FREEPORT MCMORAN COPPER GOLD   2009-02-27 2011-01-19
d . ENRON CORPORATION SECURITY LITIGATION     2011-01-24
e 75. DU PONT E I DE NEMOURS & CO   2006-03-28 2011-02-25
100. HALLIBURTON CO   2010-01-26 2011-02-25
100. MEDCO HEALTH SOLUTIONS INC   2010-08-04 2011-02-25
125. NATIONAL OILWELL VARCO INC   2010-06-23 2011-02-25
25. PRAXAIR INC   2003-08-20 2011-02-25
50000. DISCOVER BK C D 4.300% 6/03/11   2008-11-26 2011-06-03
50. DU PONT E I DE NEMOURS & CO   2008-12-29 2011-06-21
50. FREEPORT MCMORAN COPPER GOLD   2009-02-27 2011-06-21
75. HALLIBURTON CO   2010-01-26 2011-06-21
75. MARATHON OIL CORPORATION   2005-08-25 2011-06-21
75. NATIONAL OILWELL VARCO INC   2010-06-23 2011-06-21
.5 MARATHON PETROLEUM CORP   2005-08-25 2011-07-18
377. ATT INC   2008-12-29 2011-08-04
500. ABBOTT LABORATORIES   2006-03-28 2011-08-04
900. ALLSTATE CORP   2010-06-23 2011-08-04
500. AMERICAN ELECTRIC POWER CO INC   2010-05-17 2011-08-04
600. IPATH DOW JONES UBS COMMODITY   2010-01-26 2011-08-04
458. BOEING CO   2008-12-29 2011-08-04
800. BRISTOL MYERS SQUIBB CO   2010-10-28 2011-08-04
550. CVS CAREMARK CORP   2009-01-22 2011-08-04
1100. CISCO SYS INC   2008-12-29 2011-08-04
300. CISCO SYS INC   2010-11-12 2011-08-04
350. COACH INC   2011-01-19 2011-08-04
300. COCA COLA COMPANY   2006-02-24 2011-08-04
500. CONOCOPHILLIPS   2008-12-29 2011-08-04
357. DISNEY WALT CO   2008-12-29 2011-08-04
450. DU PONT E I DE NEMOURS & CO   2008-12-29 2011-08-04
200. ENTERGY CORPORATION   2010-05-17 2011-08-04
400. FIRST ENERGY CORP   2008-12-29 2011-08-04
350. FREEPORT MCMORAN COPPER GOLD   2009-02-27 2011-08-04
500. GAMESTOP CORP CL A   2011-01-19 2011-08-04
700. GAMESTOP CORP CL A   2009-12-08 2011-08-04
956. GENERAL ELECTRIC CO   2006-03-28 2011-08-04
800. GENERAL MILLS INC   2008-12-29 2011-08-04
91. GOLDMAN SACHS GROUP INC   2009-01-22 2011-08-04
725. HALLIBURTON CO   2010-06-23 2011-08-04
400. HJ HEINZ CO   2003-03-13 2011-08-04
450. HEWLETT PACKARD CO   2009-01-22 2011-08-04
500. HOME DEPOT INC   2008-12-29 2011-08-04
764. INTEL CORP   2008-12-29 2011-08-04
200. INTERNATIONAL BUSINESS MACHINES CORP   2006-03-28 2011-08-04
425. JOHNSON JOHNSON   2010-06-23 2011-08-04
725. MARATHON OIL CORPORATION   2008-12-29 2011-08-04
362. MARATHON PETROLEUM CORP   2008-12-29 2011-08-04
625. MEDTRONIC INC   2009-02-05 2011-08-04
1000. MICROSOFT CORP   2009-02-27 2011-08-04
250. MONSANTO CO   2009-02-27 2011-08-04
377. NATIONAL OILWELL VARCO INC   2010-06-23 2011-08-04
1048.94 NUVEEN TRADEWINDS GLBL A C I   2011-01-19 2011-08-04
1125.279 NUVEEN REAL ESTATE SECURIT CL I   2004-09-28 2011-08-04
1029.866 NUVEEN REAL ESTATE SECURIT CL I   2005-01-19 2011-08-04
206.611 NUVEEN MID CAP GRWTH OPP FD CL I   2009-06-16 2011-08-04
97.99949 PFIZER INC   2006-02-24 2011-08-04
975.00051 PFIZER INC   2009-10-15 2011-08-04
550. T ROWE PRICE GROUP INC   2000-07-11 2011-08-04
200. RAYTHEON COMPANY   2009-02-27 2011-08-04
200. RAYTHEON COMPANY   2010-11-12 2011-08-04
54. SCHLUMBERGER LTD   2004-09-29 2011-08-04
125. SCHLUMBERGER LTD   2010-05-17 2011-08-04
300. TARGET CORPORATION   2003-03-13 2011-08-04
800. TEXAS INSTRUMENTS INC   2009-01-22 2011-08-04
289. 3M CO   2006-03-28 2011-08-04
267. V F CORP   2008-12-29 2011-08-04
800. VERIZON COMMUNICATIONS INC   2010-05-17 2011-08-04
400. WALGREEN CO   2003-03-13 2011-08-04
450. WASTE MGMT INC   2009-01-22 2011-08-04
525. YUM BRANDS INC   2009-01-22 2011-08-04
4. ACCENTURE PLC CL A   2004-07-12 2011-08-04
400. ACCENTURE PLC CL A   2009-01-22 2011-08-04
550. BBT CORP   2009-01-22 2011-08-09
142. BOEING CO   2008-12-29 2011-08-09
544. GENERAL ELECTRIC CO   2009-02-27 2011-08-09
375. MEDCO HEALTH SOLUTIONS INC   2010-08-04 2011-08-09
123. NATIONAL OILWELL VARCO INC   2010-06-23 2011-08-09
457.225 NEUBERGER BERMAN GENESIS INSTL FD   2010-11-15 2011-08-09
496.343 NUVEEN REAL ESTATE SECURIT CL I   2004-09-28 2011-08-09
342.036 NUVEEN MID CAP GRWTH OPP FD CL I   2009-06-16 2011-08-09
175. PRAXAIR INC   2003-08-20 2011-08-09
111. 3M CO   2009-01-22 2011-08-09
75. V F CORP   2011-01-19 2011-08-09
8. V F CORP   2008-12-29 2011-08-09
196. ACCENTURE PLC CL A   2004-07-12 2011-08-09
25000. F H L M C M T N 5.500% 9/15/11   2002-05-30 2011-09-15
37. NETFLIX COM INC   2011-08-04 2011-10-25
50000. BANK ONE CORP 5.900% 11/15/11   2002-03-05 2011-11-15
75000. CREDIT SUIS USA 6.125% 11/15/11   2002-02-28 2011-11-15
15. APPLE INC   2011-08-04 2011-11-22
525. IPATH DOW JONES UBS COMMODITY   2010-11-12 2011-11-22
100. SALESFORCE COM INC   2011-08-29 2011-11-22
400. IPATH DOW JONES UBS COMMODITY   2010-11-12 2011-12-13
84. GOLDMAN SACHS GROUP INC   2009-01-22 2011-12-13
794. SPDR DJ WILSHIRE INTERNATIONAL   2011-08-04 2011-12-13
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 19,085   14,300 4,785
b 7,371   6,449 922
c 5,802   1,533 4,269
d 316     316
e 4,033   3,196 837
4,648   3,144 1,504
6,214   4,774 1,440
9,832   4,410 5,422
2,453   809 1,644
50,000   50,000  
2,582   1,208 1,374
2,433   766 1,667
3,549   2,358 1,191
3,889   2,243 1,646
5,359   2,646 2,713
19   12 7
10,944   10,397 547
24,930   21,875 3,055
24,372   37,574 -13,202
18,405   16,489 1,916
28,769   24,268 4,501
29,909   20,003 9,906
22,056   21,528 528
19,080   16,188 2,892
16,522   18,450 -1,928
4,506   6,054 -1,548
20,863   18,774 2,089
20,259   12,387 7,872
34,089   22,351 11,738
12,914   7,639 5,275
21,995   10,876 11,119
12,822   15,484 -2,662
17,065   18,475 -1,410
16,977   5,365 11,612
11,063   10,125 938
15,488   14,818 670
16,194   32,727 -16,533
29,527   23,440 6,087
11,713   6,080 5,633
36,525   20,890 15,635
20,628   11,731 8,897
14,980   15,542 -562
16,178   11,609 4,569
16,357   10,734 5,623
35,159   16,742 18,417
26,630   22,268 4,362
18,922   11,903 7,019
14,252   8,039 6,213
21,031   21,362 -331
26,489   18,089 8,400
17,016   19,807 -2,791
27,519   13,300 14,219
29,454   30,587 -1,133
20,480   20,818 -338
18,744   20,000 -1,256
8,862   5,649 3,213
1,732   2,575 -843
17,228   19,409 -2,181
29,279   11,825 17,454
8,503   8,218 285
8,503   9,258 -755
4,527   1,825 2,702
10,479   8,005 2,474
14,799   9,027 5,772
22,944   11,510 11,434
24,319   22,770 1,549
29,731   14,222 15,509
28,319   23,019 5,300
15,064   12,280 2,784
13,837   14,359 -522
26,556   15,325 11,231
235   106 129
23,536   12,656 10,880
11,963   11,638 325
8,557   5,701 2,856
8,351   5,773 2,578
19,265   17,902 1,363
7,723   4,339 3,384
20,296   19,409 887
8,800   9,182 -382
14,147   9,351 4,796
16,287   5,666 10,621
8,875   6,293 2,582
7,928   6,157 1,771
846   426 420
10,462   4,639 5,823
25,000   24,935 65
2,801   9,371 -6,570
50,000   49,488 512
75,000   74,775 225
5,605   5,787 -182
22,554   23,499 -945
10,902   13,320 -2,418
16,878   17,688 -810
8,148   5,612 2,536
25,530   29,753 -4,223
      23
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       4,785
b       922
c       4,269
d       316
e       837
      1,504
      1,440
      5,422
      1,644
       
      1,374
      1,667
      1,191
      1,646
      2,713
      7
      547
      3,055
      -13,202
      1,916
      4,501
      9,906
      528
      2,892
      -1,928
      -1,548
      2,089
      7,872
      11,738
      5,275
      11,119
      -2,662
      -1,410
      11,612
      938
      670
      -16,533
      6,087
      5,633
      15,635
      8,897
      -562
      4,569
      5,623
      18,417
      4,362
      7,019
      6,213
      -331
      8,400
      -2,791
      14,219
      -1,133
      -338
      -1,256
      3,213
      -843
      -2,181
      17,454
      285
      -755
      2,702
      2,474
      5,772
      11,434
      1,549
      15,509
      5,300
      2,784
      -522
      11,231
      129
      10,880
      325
      2,856
      2,578
      1,363
      3,384
      887
      -382
      4,796
      10,621
      2,582
      1,771
      420
      5,823
      65
      -6,570
      512
      225
      -182
      -945
      -2,418
      -810
      2,536
      -4,223
       
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 2 281,132
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 68,510 2,242,052 0.030557
2009 72,336 337,693 0.214206
2008 81,072 2,080,725 0.038963
2007      
2006      
2 Total of line 1, column (d) ...................... 2 0.283727
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 0.094576
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 0
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,231
7 Add lines 5 and 6......................... 7 3,231
8 Enter qualifying distributions from Part XII, line 4.............. 8 55,314
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 3,231
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 3,231
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 3,231
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 8,347
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 8,347
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 5,116
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet3,232 Refunded Bullet 11 1,884
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)bulletMO
    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 addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (314) 418-2643
    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    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 NA TRUSTEE
    0     		27,695    
    PO BOX 387
    ST LOUIS,MO63166
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    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
    0
    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
    0
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    0
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    0
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    0
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    3,231
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,231
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    0
    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
    0
    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
    55,314
    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
    55,314
    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
    3,231
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,083
    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 0
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 6,594
    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$ 55,314
    a Applied to 2010, but not more than line 2a 6,594
    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..... 0
    e Remaining amount distributed out of corpus 48,720
    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 48,720
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 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 ......     		48,720
    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.... 48,720
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    MO WESTERN FOUNDATION
    C/O KIM WEDDLE
    4525 DOWNS DR
    SAINT JOSEPH,MO645072246     		NONE PUBLIC EXEMPT PURPOSE 8,185
    ALLIED ARTS COUNCIL OF ST JOSEPH
    118 SOUTH 8TH STREET
    SAINT JOSEPH,MO64501     		NONE PUBLIC EXEMPT PURPOSE 5,456
    PERFORMING ARTS ASSOCIATION
    719 EDMOND ST
    SAINT JOSEPH,MO645012268     		NONE PUBLIC EXEMPT PURPOSE 5,456
    ALBRECHT-KEMPER MUSEUM OF ART
    2818 FREDERICK AVE
    SAINT JOSEPH,MO645062903     		NONE PUBLIC EXEMPT PURPOSE 5,456
    ST JOSEPH HISTORICAL SOCIETY
    PO BOX 246
    SAINT JOSEPH,MO645020246     		NONE PUBLIC EXEMPT PURPOSE 8,185
    CHRIST EPISCOPAL CHURCH
    MOTHER KAREN SAVIDGE
    MOTHER KAREN SAVIDGE
    SAINT JOSEPH,MO645011905     		NONE PUBLIC EXEMPT PURPOSE 8,185
    LUBA DBA NOYES HOME FOR CHILDREN
    PO BOX 3253
    SAINT JOSEPH,MO64503     		NONE PUBLIC EXEMPT PURPOSE 8,185
    ST JOSEPH SYMPHONY SOCIETY
    120 S 8TH ST
    SAINT JOSEPH,MO645012231     		NONE PUBLIC EXEMPT PURPOSE 5,456
    Total .................................bullet 3a 54,564
    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 70,430  
    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     18 281,132  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aFEDERAL TAX REFUND     01 905  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   352,467  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13352,467
    (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:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 750     750

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    Name of Bond End of Year Book Value End of Year Fair Market Value
    KFW 4.000% 10/15/2013 51,437 52,785
    FIRST AMER HIGH INCOME BOND FD    
    BANK ONE 5.90% 11/15/11    
    GE MONEY BANK 50,000 50,015
    BANK OF AMER 4.875% 9/15/12 50,658 50,321
    MORGAN STANLEY 5.30% 3/1/13 75,740 75,918
    VERIZON NE 4.750% 10/1/13 29,702 31,509
    DISCOVER BK GREENWOOD 4.30%    
    AT&T INC 6.70% 11/15/13 49,721 55,121
    CREDIT SUISSE USA INC    
    BARCLAYS BANK PLC 05/09/2013 65,000 68,835
    BBVA US SENIOR SA3.250 5/16/14 49,884 47,362
    DRIEHAUS ACTIVE INC FD 80,985 74,195
    NUVEEN HIGH INCOME BD 49,432 53,188
    NUVEEN INFLATION PRO SEC CL 1 68,830 68,295
    OPPENHEIMER COM STR TR FD Y 57,146 55,813
    T ROWE PRICE INTL BOND FD 53,594 49,573

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS    
    ALLSTATE CORP    
    GAMESTOP CORP CL A    
    FREEPORT MCMORAN COPPER GOLD 15,251 14,716
    COCA COLA CO    
    CONOCOPHILLIPS    
    DUPONT EI DE NEMOURS & CO 13,656 13,734
    GOLDMAN SACHS GROUP INC    
    GENERAL ELEC CO    
    H J HEINZ CO    
    HEWLETT PACKARD CO    
    INTEL CORP 14,491 19,400
    IBM CORP    
    JP MORGAN CHASE & CO 19,095 17,224
    JOHNSON & JOHNSON 15,757 16,395
    MARATHON OIL CORP    
    MONSANTO CORP    
    MEDTRONIC INC    
    RAYTHEON COMPANY    
    MICROSOFT CORP 20,122 20,768
    WASTE MGMT INC DEL    
    PFIZER INC 16,405 18,394
    PRAXAIR INC    
    FIRST AMER MID CAP GWTH OPP FD    
    T ROWE PRICE GROUP INC    
    TARGET CORPORATION    
    TEXAS INSTRUMENTS INC    
    VERIZON COMMUNICATIONS INC    
    WALGREEN CO 16,343 15,704
    SCOUT INTERNATIONAL FUND 239,975 235,242
    3M CO    
    ACCENTURE LTD    
    YUM BRANDS INC    
    SCHLUMBERGER LTD 4,933 9,973
    FIRST AMER REAL ESTATE SEC FD    
    AT&T INC 10,916 12,096
    BEST BUY COMPANY INC    
    BOEING CO    
    CVS CAREMARK CORP    
    CISCO SYS INC    
    AMERICAN ELECTRIC POWER CO INC 15,051 16,524
    DISNEY WALT CO 8,346 14,738
    FIRST ENERGY CORP    
    GENERAL MILLS INC 12,027 12,123
    HOME DEPOT INC    
    VF CORP    
    ISHARES MSCI EMERGING MKTS    
    BB&T CORP    
    BRISTOL MYERS SQUIBB CO    
    ENTERGY CORPORATION    
    HALLIBUTON CO 9,845 7,730
    MEDCO HEALTH SOLUTIONS INC    
    NATIONAL OILWELL VARCO INC    
    IPATH DOW JONES UBS COMMODITY    
    NEUBERGER BERMAN GENESIS INSTL    
    ALLERGEN 11,632 13,161
    ALTERA CORP 11,600 11,130
    AMAZON COM INC 12,549 10,559
    AMERICAN TOWER CORP 10,292 12,002
    AMERIPRISE FINL INC 9,904 11,417
    APPLE INC 28,550 29,970
    C H ROBINSON WORLDWIDE 13,122 13,956
    CAMERON INTL CORP 9,100 8,854
    CAPITAL ONE FIN CORP 12,972 12,687
    CBS CORP CLASS B 10,441 12,104
    CENTERPOINT ENERGY 9,816 11,090
    CHEVERON CORP 18,993 21,174
    CITIGROUP INC 16,125 13,155
    CLIFFS NATURAL RESOURCES 14,630 12,470
    CSX CORP 11,267 10,530
    CUMMINS INC 14,156 13,203
    DICKS SPORTING GOODS INC 9,254 9,921
    DISCOVERY COMM INC CL A 19,456 21,427
    DOLLAR TREE INC 9,369 11,968
    PHILLIP MORRIS INTL 14,040 15,696
    PIONEER NAT RES CO 9,046 9,753
    PRICELINE COM INC 13,991 13,096
    PRUDENTIAL FINANCIAL INC 15,908 15,036
    QUALCOMM INC 12,439 12,964
    RALPH LAUREN CORP 9,303 10,218
    STARBUCKS CORP 11,160 13,389
    THERMO FISHER SCIENTIFIC INC 17,127 15,740
    UNITED HEALTH GROUP INC 10,922 12,670
    UNITED TECHNOLOGIES CORP 19,025 19,003
    WYN RESORTS LTD 9,165 6,961
    ACE LTD 19,351 21,387
    FRANCE TELECOM SPSD ADR 11,319 10,962
    INGERSOLL RAND PLC 9,271 8,318
    HIGHLAND LONG SHORT EQUITY 48,069 48,690
    ISHARES DJ US REAL ESTATE EFT 71,884 73,853
    ISHARES MSCI EMERGING MKTS EFT 79,415 69,241
    NEUBERGER BERMAN GENESIS INSTL 35,591 39,964
    NUVEEN TRADEWINDS GLBL ACI 9,413 7,886
    ROWE T PRICE MID CAP VALUE FD 37,881 36,124
    SPDR DJ WILSHIRE INTERNATIONAL 29,977 25,464
    KELLOG CO 10,308 10,114
    LAUDER ESTEE COS INC CL A 9,274 10,670
    MASTERCARD INC 11,434 13,049
    MCKESSON CORP 15,414 15,582
    NIKE INC 9,335 10,601
    OCCIDENTAL PETRO CORP 9,200 9,464
    ORACLE CORP 13,352 11,543
    PERRIGO CO 9,041 10,508
    DOW CHEM CO 12,177 12,942
    EMC CORP 12,040 10,770
    EATON CORP 9,818 10,926
    EXELON CORP 14,040 14,095
    EXXON MOBIL CORP 19,048 21,953
    FIFTH THIRD BANCORP 13,850 16,536
    GOOGLE INC CL A 14,742 16,148
    GRAINGER WW INC 9,358 12,542

    TY 2011 InvestmentsGovtObligationsSch
    Name:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    US Government Securities - End of Year Book Value:

    20,134
    US Government Securities - End of Year Fair Market Value:

    20,540
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2011 OtherDecreasesSchedule
    Name:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    Description Amount
    COST ADJ 72


    TY 2011 OtherIncomeSchedule2
    Name:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 905 0 905


    TY 2011 TaxesSchedule
    Name:
    MARY BODER CHARITABLE TRUST
    EIN: 43-1516154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 7,363 620   0
    FOREIGN TAXES ON QUALIFIED FOR 623 52   0
    FOREIGN TAXES ON NONQUALIFIED 53 4   0