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
DENISE G BUHRMAN TRUST #09934010
 

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

43-6110646
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$779,138J 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...... 15,764 15,754 10
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 71,966
b Gross sales price for all assets on line 6a 806,462
7 Capital gain net income (from Part IV, line 2)... 71,966
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........ 87,730 87,720 10
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,655 10,489   1,165
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)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,939 567   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.......... 15,094 11,056 0 2,665
25 Contributions, gifts, grants paid........ 40,534 40,534
26 Total expenses and disbursements. Add lines 24 and 25 55,628 11,056 0 43,199
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 32,102
b Net investment income (if negative, enter -0-) 76,664
c Adjusted net income (if negative, enter -0-)... 10
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............... 396 675 675
2 Savings and temporary cash investments.......... 14,607 47,607 47,607
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 704,649 Click to see attachment703,474 730,856
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     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) 719,652 751,756 779,138
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......... 719,652 751,756
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).................... 719,652 751,756
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 719,652 751,756
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)............... 1 719,652
2 Enter amount from Part I, line 27a..................... 2 32,102
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 2
4 Add lines 1, 2, and 3.......................... 4 751,756
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 751,756
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 . UNITED HEALTH GROUP INC SECURITIES LITIGATION     2011-01-05
b 1468.631 AMERICAN CENTY VISTA FUND INSTL CL   2008-08-21 2011-02-16
c 24. AMERICAN TOWER CORP   2007-11-26 2011-02-16
d 15. ANADARKO PETROLEUM CORP   2010-08-10 2011-02-16
e 10. APPLE INC   2007-11-26 2011-02-16
35. B M C SOFTWARE INC   2010-08-10 2011-02-16
383. IPATH DOW JONES UBS COMMODITY   2010-11-15 2011-02-16
57. BEST BUY CO INC   2008-08-11 2011-02-16
174. BRISTOL MYERS SQUIBB CO   2010-08-10 2011-02-16
16. CATERPILLAR INC   2010-08-10 2011-02-16
575. CITIGROUP INC   2010-08-10 2011-02-16
37. DISNEY WALT CO   2009-11-24 2011-02-16
54. E M C CORPORATION   2010-10-19 2011-02-16
17. EATON CORP   2010-08-10 2011-02-16
49. ENERGIZER HOLDINGS INC   2010-11-17 2011-02-16
13. EXXON MOBIL CORP   2001-04-11 2011-02-16
489.441 NUVEEN REAL ESTATE SECS FD CL Y   2008-01-10 2011-02-16
23. FREEPORT MCMORAN COPPER GOLD   2010-08-10 2011-02-16
106. ISHARES MSCI EMERGING MKTS E T F   2010-11-17 2011-02-16
1458. ISHARES MSCI EMERGING MKTS E T F   2009-09-08 2011-02-16
48. LAUDER ESTEE COS INC CL A   2010-11-15 2011-02-16
20. MANPOWER INC   2010-11-15 2011-02-16
49.474 NEUBERGER BERMAN GENESIS INSTL FD   2010-01-20 2011-02-16
934.264 NEUBERGER BERMAN GENESIS INSTL FD   2010-11-17 2011-02-16
18. OCCIDENTAL PETROLEUM CORPORATION   2010-08-10 2011-02-16
46. ORACLE CORPORATION   2010-10-19 2011-02-16
206. PFIZER INC   2010-08-10 2011-02-16
28. QUALCOMM INC   2004-09-29 2011-02-16
26. TARGET CORPORATION   2009-11-20 2011-02-16
54. TEXTRON INC   2010-08-10 2011-02-16
14. UNITED TECHNOLOGIES CORP   2002-03-15 2011-02-16
42. WHIRLPOOL CORP   2010-11-17 2011-02-16
8. WHITING PETROLEUM CORP   2010-08-10 2011-02-16
81. WILLIAMS SONOMA INC   2010-08-10 2011-02-16
23. ACE LTD   2010-08-10 2011-02-16
34. STARBUCKS CORP   2010-11-17 2011-02-18
88.834 AMERICAN CENTY VISTA FUND INSTL CL   2008-08-21 2011-05-24
7. APACHE CORP   2008-08-11 2011-05-24
45. CARNIVAL CORP   2011-02-16 2011-05-24
10. DOLLAR TREE INC   2010-08-10 2011-05-24
45. EATON CORP   2010-08-10 2011-05-24
68. FORD MOTOR CO   2010-12-14 2011-05-24
11. GOLDMAN SACHS GROUP INC   2006-04-07 2011-05-24
22. ISHARES MSCI EMERGING MKTS E T F   2010-11-17 2011-05-24
26. JARDEN CORP   2010-10-19 2011-05-24
276. KEYCORP NEW   2010-08-10 2011-05-24
7. MCKESSON CORPORATION   2010-08-10 2011-05-24
61. MEDCO HEALTH SOLUTIONS INC   2010-12-14 2011-05-24
41. THE MOSAIC CO   2010-11-15 2011-05-24
104.89 PIMCO TOTAL RETURN FUND INST   2010-10-19 2011-05-24
10. PARKER HANNIFIN CORP   2010-10-19 2011-05-24
439.522 T ROWE PRICE INTL BOND FUND   2010-08-10 2011-05-24
11. SCHLUMBERGER LTD   2006-11-29 2011-05-24
48. TARGET CORPORATION   2010-11-17 2011-05-24
24. TARGET CORPORATION   2009-11-20 2011-05-24
28. VMWARE INC CL A   2010-10-19 2011-05-24
165. WINDSTREAM CORP   2009-03-25 2011-05-24
76. ACCENTURE PLC CL A   2004-09-29 2011-05-24
.9 CITIGROUP INC   2010-12-14 2011-05-25
23. CATERPILLAR INC   2010-08-10 2011-06-23
121. KEYCORP NEW   2010-08-10 2011-06-23
56. MANPOWER INC   2010-11-17 2011-06-23
375.732 PIMCO TOTAL RETURN FUND INST   2010-12-14 2011-06-23
40. PARKER HANNIFIN CORP   2010-11-17 2011-06-23
54. TEXTRON INC   2010-08-10 2011-06-23
75. WINDSTREAM CORP   2009-03-25 2011-06-23
.612 HOLLYFRONTIER CORP   2011-06-23 2011-07-27
171. ALCOA INC   2011-02-18 2011-11-03
17. ALLERGAN INC   2010-08-10 2011-11-03
3824.595 AMERICAN CENTY VISTA FUND INSTL CL   2010-08-10 2011-11-03
29. AMERICAN TOWER CORP   2007-11-26 2011-11-03
13. ANADARKO PETROLEUM CORP   2010-08-10 2011-11-03
2. ANADARKO PETROLEUM CORP   2010-11-17 2011-11-03
11. APACHE CORP   2008-08-11 2011-11-03
12. APPLE INC   2007-11-26 2011-11-03
62. AUTOMATIC DATA PROCESSING   2010-08-10 2011-11-03
23. B M C SOFTWARE INC   2010-11-17 2011-11-03
71. B M C SOFTWARE INC   2010-08-10 2011-11-03
249. IPATH DOW JONES UBS COMMODITY   2010-11-15 2011-11-03
16. BOEING CO   2010-12-14 2011-11-03
156. BRUNSWICK CORP   2010-08-10 2011-11-03
65. CAMERON INTL CORP   2010-08-10 2011-11-03
14. CATERPILLAR INC   2010-08-10 2011-11-03
69.2 CITIGROUP INC   2010-12-14 2011-11-03
92.8 CITIGROUP INC   2010-08-10 2011-11-03
41. CLIFFS NATURAL RESOURCES INC   2010-08-10 2011-11-03
28. DISNEY WALT CO   2010-11-17 2011-11-03
93. DISNEY WALT CO   2010-08-10 2011-11-03
48. DIRECTV CL A   2010-08-10 2011-11-03
30. DOVER CORP   2010-10-19 2011-11-03
48. E M C CORPORATION   2010-11-17 2011-11-03
102. E M C CORPORATION   2010-10-19 2011-11-03
49. EATON CORP   2010-10-19 2011-11-03
63. EXPRESS SCRIPTS INC   2009-01-12 2011-11-03
17. EXXON MOBIL CORP   2001-04-11 2011-11-03
84. FIFTH THIRD BANCORP   2011-02-16 2011-11-03
60. FOOT LOCKER INC   2010-08-10 2011-11-03
236. FORD MOTOR CO   2010-12-14 2011-11-03
12. GOLDMAN SACHS GROUP INC   2006-04-07 2011-11-03
44. HOLLYFRONTIER CORP   2011-06-23 2011-11-03
42. INTEL CORP   2009-03-25 2011-11-03
92. J P MORGAN CHASE CO   2009-01-12 2011-11-03
6. MASTERCARD INC   2010-11-15 2011-11-03
13. MCKESSON CORPORATION   2010-08-10 2011-11-03
16. NATIONAL OILWELL VARCO INC   2010-11-15 2011-11-03
132. OFFICEMAX INC   2010-08-10 2011-11-03
302. ON SEMICONDUCTOR CORPORATION   2011-02-18 2011-11-03
41. ORACLE CORPORATION   2010-10-19 2011-11-03
1539.99085 OPPENHEIMER DEVELOPING MKTS FDS CL Y   2011-02-18 2011-11-03
56.04815 OPPENHEIMER DEVELOPING MKTS FDS CL Y   2011-02-18 2011-11-03
43. P G E CORP   2010-08-10 2011-11-03
782.854 T ROWE PRICE SC STOCK   2011-02-16 2011-11-03
54. ST JUDE MED INC   2011-06-23 2011-11-03
4370.812 LAUDUS INTL MARKETMASTERS FUND SEL   2009-03-25 2011-11-03
30. STARBUCKS CORP   2010-08-10 2011-11-03
140. SUNTRUST BKS INC   2011-02-16 2011-11-03
55. TERADATA CORP DEL   2010-08-10 2011-11-03
43. TEXTRON INC   2010-12-14 2011-11-03
18. UNITED TECHNOLOGIES CORP   2002-03-15 2011-11-03
37. UNITED HEALTH GROUP INCORPORATED   2010-10-19 2011-11-03
34. WHITING PETROLEUM CORP   2010-08-10 2011-11-03
9. WHITING PETROLEUM CORP   2010-10-19 2011-11-03
15. ACE LTD   2010-08-10 2011-11-03
26. CHECK POINT SOFTWARE TECH LTD   2010-08-10 2011-11-03
20. AUTOMATIC DATA PROCESSING   2010-08-10 2011-11-21
9.3 CITIGROUP INC   2010-12-14 2011-11-21
23.7 CITIGROUP INC   2010-11-17 2011-11-21
42. KELLOGG CO   2011-11-03 2011-11-21
1752.41 LOOMIS SAYLES ABS STRAT Y   2011-11-03 2011-11-21
11. OCCIDENTAL PETROLEUM CORPORATION   2010-08-10 2011-11-21
1779.673 PIMCO TOTAL RETURN FUND INST   2009-11-30 2011-11-21
42.829 T ROWE PRICE SC STOCK   2011-02-16 2011-11-21
35. GOLDMAN SACHS GROUP INC   2010-12-14 2011-12-22
3618.639 NUVEEN TRADEWINDS INTL VAL - CL I   2011-11-03 2011-12-22
131. ORACLE CORPORATION   2010-11-17 2011-12-22
788.589 OPPENHEIMER DEVELOPING MKTS FDS CL Y   2011-03-08 2011-12-22
1119. SPDR DJ WILSHIRE INTERNATIONAL   2011-11-21 2011-12-22
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 34     34
b 27,287   27,346 -59
c 1,334   1,079 255
d 1,163   811 352
e 3,642   1,765 1,877
1,766   1,257 509
18,717   17,154 1,563
1,864   2,451 -587
4,466   4,621 -155
1,656   1,139 517
2,800   2,340 460
1,602   1,126 476
1,459   1,141 318
1,894   1,336 558
3,427   3,582 -155
1,087   536 551
9,402   8,213 1,189
1,269   833 436
4,833   4,837 -4
66,473   54,106 12,367
4,527   3,274 1,253
1,344   1,120 224
2,399   1,910 489
45,293   38,934 6,359
1,872   1,394 478
1,514   1,340 174
3,958   3,376 582
1,646   1,063 583
1,410   1,232 178
1,511   1,082 429
1,187   520 667
3,507   3,496 11
976   732 244
3,053   2,220 833
1,446   1,240 206
1,143   1,024 119
1,584   1,654 -70
854   733 121
1,714   2,124 -410
618   426 192
2,234   1,769 465
990   1,123 -133
1,486   1,783 -297
1,021   1,004 17
877   845 32
2,271   2,338 -67
582   431 151
3,889   3,195 694
2,749   2,708 41
1,157   1,226 -69
852   760 92
4,488   4,395 93
916   745 171
2,359   2,579 -220
1,180   1,137 43
2,643   2,073 570
2,203   1,370 833
4,274   2,024 2,250
36   43 -7
2,271   1,637 634
968   1,025 -57
2,955   3,098 -143
4,137   4,032 105
3,421   3,080 341
1,208   1,082 126
977   623 354
45   39 6
1,848   3,001 -1,153
1,437   1,080 357
64,138   51,814 12,324
1,677   1,304 373
1,073   703 370
165   126 39
1,109   1,151 -42
4,818   2,118 2,700
3,241   2,552 689
818   1,012 -194
2,524   2,550 -26
11,158   11,152 6
1,058   1,037 21
2,707   2,507 200
3,328   2,454 874
1,342   996 346
2,114   3,308 -1,194
2,835   3,777 -942
2,912   2,045 867
976   1,038 -62
3,243   3,087 156
2,280   1,880 400
1,709   1,579 130
1,196   1,024 172
2,541   2,155 386
2,261   1,994 267
2,753   1,639 1,114
1,330   700 630
995   1,300 -305
1,311   774 537
2,667   3,896 -1,229
1,285   1,945 -660
1,436   1,407 29
1,007   652 355
3,145   2,344 801
2,192   1,480 712
1,055   801 254
1,158   921 237
675   1,604 -929
2,322   3,530 -1,208
1,350   1,194 156
49,295   53,130 -3,835
1,794   1,934 -140
1,761   1,978 -217
27,071   28,637 -1,566
2,113   2,549 -436
76,751   44,364 32,387
1,240   758 482
2,779   4,555 -1,776
3,128   1,734 1,394
806   1,032 -226
1,411   669 742
1,715   1,314 401
1,636   1,555 81
433   452 -19
1,084   808 276
1,521   898 623
982   823 159
232   445 -213
591   1,003 -412
2,061   2,111 -50
16,490   16,753 -263
1,016   852 164
19,185   19,648 -463
1,401   1,567 -166
3,318   5,731 -2,413
79,610   85,689 -6,079
3,357   3,741 -384
22,932   27,065 -4,133
35,572   42,273 -6,701
      44
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       34
b       -59
c       255
d       352
e       1,877
      509
      1,563
      -587
      -155
      517
      460
      476
      318
      558
      -155
      551
      1,189
      436
      -4
      12,367
      1,253
      224
      489
      6,359
      478
      174
      582
      583
      178
      429
      667
      11
      244
      833
      206
      119
      -70
      121
      -410
      192
      465
      -133
      -297
      17
      32
      -67
      151
      694
      41
      -69
      92
      93
      171
      -220
      43
      570
      833
      2,250
      -7
      634
      -57
      -143
      105
      341
      126
      354
      6
      -1,153
      357
      12,324
      373
      370
      39
      -42
      2,700
      689
      -194
      -26
      6
      21
      200
      874
      346
      -1,194
      -942
      867
      -62
      156
      400
      130
      172
      386
      267
      1,114
      630
      -305
      537
      -1,229
      -660
      29
      355
      801
      712
      254
      237
      -929
      -1,208
      156
      -3,835
      -140
      -217
      -1,566
      -436
      32,387
      482
      -1,776
      1,394
      -226
      742
      401
      81
      -19
      276
      623
      159
      -213
      -412
      -50
      -263
      164
      -463
      -166
      -2,413
      -6,079
      -384
      -4,133
      -6,701
       
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 71,966
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 39,938 778,732 0.051286
2009 38,724 731,116 0.052966
2008      
2007      
2006      
2 Total of line 1, column (d) ...................... 2 0.104252
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 0.052126
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 834,909
5 Multiply line 4 by line 3....................... 5 43,520
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 767
7 Add lines 5 and 6......................... 7 44,287
8 Enter qualifying distributions from Part XII, line 4.............. 8 43,199
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 1,533
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 1,533
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 1,533
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 1,423
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 1,423
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 9 110
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet   Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)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
     
    No
    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     		11,655    
    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
    847,623
    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
    847,623
    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
    847,623
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    12,714
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    834,909
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    41,745
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    41,745
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    1,533
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,533
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    40,212
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    40,212
    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
    40,212
    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
    43,199
    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
    43,199
    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
    43,199
    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 40,212
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    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....... 2,578
    e From 2010....... 1,566
    fTotal of lines 3a through e......... 4,144
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 43,199
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2011 distributable amount..... 40,212
    e Remaining amount distributed out of corpus 2,987
    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 7,131
    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 ......     		7,131
    10 Analysis of line 9:
    a Excess from 2007.... 0
    b Excess from 2008.... 0
    c Excess from 2009.... 2,578
    d Excess from 2010.... 1,566
    e Excess from 2011.... 2,987
    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
    HUMANE SOCIETY BRANSON TRI-LAKES
    PO BOX 588
    REEDS SPRING,MO65737     		NONE PUBLIC EXEMPT PURPOSE 20,267
    WILDLIFE RESCUE CENTER
    1128 NEW BALLWIN ROAD
    BALLWIN,MO63021     		NONE PUBLIC EXEMPT PURPOSE 20,267
    Total .................................bullet 3a 40,534
    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 15,764  
    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 71,966  
    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)..   87,730  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1387,730
    (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:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP 3,118 3,901
    APACHE CORP 2,094 1,812
    APPLE INC 5,139 9,315
    BEST BUY CO INC    
    EXXON MOBIL CORP 2,887 5,001
    GOLDMAN SACHS GROUP INC    
    ORACLE CORPORATION    
    QUALCOMM INC 3,729 4,759
    TARGET CORPORATION    
    UNITED TECHNOLOGIES CORP 1,635 3,216
    WELLS FARGO CO 5,588 6,036
    ACCENTURE LTD    
    SCHLUMBERGER LTD 5,711 5,601
    AMERICAN CENTY VISTA FD INSTL    
    FIRST AMER REAL ESTATE SEC FD    
    PIMCO TOTAL RETURN FUND 53,674 53,918
    CLIFF NATURAL RESOURCES INC    
    DISNEY WALT CO    
    EXPRESS SCRIPTS INC    
    INTEL CORP 2,718 4,244
    JP MORGAN CHASE CO 5,051 4,954
    VERIZON COMMUNICATIONS INC 4,086 4,373
    WINDSTREAM CORP    
    ISHARES MSCI EMERGING MKTS ETF    
    LAUDUS INTL MKTMASTERS FD 65,471 80,352
    FIRST AMER HIGH INCOME BOND FD    
    ROWE T PRICE INTL BOND FUND    
    ALLERGAN INC 2,351 3,246
    ANADARKO PETROLEUM CORP 2,964 3,359
    AUTOMATIC DATA PROCESSING    
    BMC SOFTWARE INC    
    BOEING CO 3,501 3,961
    BRISTOL MYERS SQUIBB CO 3,187 3,735
    BRUNSWICK CORP    
    CAMERON INTL CORP    
    CATERPILLAR INC 3,070 3,171
    CITIGROUP INC    
    DIRECTV 3,443 3,592
    DOLLAR TREE INC 1,661 3,241
    DOVER CORP 1,444 1,567
    EMC CORPORATION    
    EATON CORP    
    ENERGIZER HOLDINGS INC    
    FOOT LOCKER INC 1,406 2,599
    FORD MOTOR CO    
    FREEPORT MCMORAN COPPER GOLD 3,393 2,833
    JARDEN CORP 2,786 2,600
    KEYCORP NEW    
    LAUDER ESTEE COS INC    
    MANPOWER INC    
    MASTERCARD INC 3,274 4,474
    MCKESSON CORPORATION 1,294 1,636
    MEDCO HEALTH SOLUTIONS INC    
    NATIONAL OILWELL VARCO INC 2,691 3,128
    OCCIDENTAL PETROLEUM CORP 2,965 3,467
    OFFICEMAX INC    
    PGE CORP    
    PARKER HANNIFIN CORP    
    PFIZER INC 4,849 6,102
    STARBUCKS CORP 3,606 5,383
    TERADATA CORP 1,040 1,601
    TEXTRON INC    
    THE MOSAIC CO    
    UNITED HEALTH GROUP INC 2,004 2,838
    VMWARE INC    
    WHIRLPOOL CORP    
    WHITING PETROLEUM CORP 1,623 1,447
    WILLIAMS SONOMA INC 1,856 1,887
    ACE LTD 2,457 3,085
    CHECK POINT SOFTWARE TECH LTD 1,520 2,312
    IPATH DOW JONES UBS COMMOD 47,193 44,943
    NEUBERGER BERMAN GENESIS INSTL 28,733 27,448
    DRIEHAUS ACTIVE INCOME FUND 17,643 17,479
    NUVEEN HIGH INCOME BOND FD 32,923 31,810
    T ROWE PRICE INTL BOND FUND 27,277 26,625
    CAPITAL ONE FINANCIAL CORP 3,642 3,468
    COCA COLA COMPANY 3,948 4,058
    DISCOVERY COMMUNICATIONS INC 998 1,024
    DOW CHEM CO 1,922 1,927
    DR PEPPER SNAPPLE GROUP 2,595 2,566
    FIFTH THIRD BANCORP 2,523 2,073
    HUMANA INC 2,859 2,891
    IBM CORP 2,998 2,942
    MACYS INC 3,001 3,250
    NOBLE ENERGY INC 2,910 3,020
    NORDSTROM INC 3,951 3,977
    PERRIGO CO 2,959 3,211
    POLARIS INDS INC 3,218 2,743
    PRUDENTIAL FINANCIAL INC 2,594 1,955
    SLM CORP 2,581 2,104
    WYNDHAM WORLDWIDE CORP 3,405 3,783
    INGERSOLL RAND PLC 2,668 2,529
    ABERDEEN FDS EMRGN MKT INSTL 27,555 26,805
    HIGHLAND LONG SHORT EQUITY Z 51,072 51,972
    NUVEEN REAL ESTATE SECURIT 31,824 34,960
    ROWE T PRICE MID CAP GROWTH FD 30,593 27,108
    ROWE T PRICE MID CAP VALUE FD 33,603 31,332
    SCOUT INTERNATIONAL FUND 80,000 80,605
    TEMPLETON INSTL EMERGING MKT 27,000 23,502

    TY 2011 OtherIncreasesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Description Amount
    COST ADJ 2


    TY 2011 TaxesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 1,372 0   0
    FOREIGN TAXES PAID 567 567   0