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
THOMAS MARTIN FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)11423 HIGH DRIVE   Room/suite
City or town, state, and ZIP code
LEAWOOD, KS66211
A Employer identification number

48-1222230
B Telephone number (see page 10 of the instructions)

(913) 338-5669
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$1,016,431J 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 7 7  
4 Dividends and interest from securities...... 37,429 37,429  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 23,286
8 Net short-term capital gain......... 5,738
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........ 37,436 60,722 5,738
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 6,600 6,600    
b Accounting fees (attach schedule)....... Click to see attachment 1,495 1,495    
c Other professional fees (attach schedule).... Click to see attachment 10,442 10,442    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 557 517 40  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 101 101    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,195 19,155 40 0
25 Contributions, gifts, grants paid........ 80,715 80,715
26 Total expenses and disbursements. Add lines 24 and 25 99,910 19,155 40 80,715
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,474
b Net investment income (if negative, enter -0-) 41,567
c Adjusted net income (if negative, enter -0-)... 5,698
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............... 14,644 16,559 16,559
2 Savings and temporary cash investments.......... 73,996 39,408 39,408
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 83,585    
b Investments—corporate stock (attach schedule)........ 588,643 Click to see attachment704,537 755,515
c Investments—corporate bonds (attach schedule)........ 226,135 Click to see attachment188,412 204,949
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 987,003 948,916 1,016,431
Liabilities 17 Accounts payable and accrued expenses..........   200
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons 2,508 2,508
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 2,508 2,708
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.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 984,495 946,208
30 Total net assets or fund balances (see page 17 of the
instructions).................... 984,495 946,208
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 987,003 948,916
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)............... 1 984,495
2 Enter amount from Part I, line 27a..................... 2 -62,474
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 24,187
4 Add lines 1, 2, and 3.......................... 4 946,208
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 946,208
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 200 SH COMCAST CORP PFD 6.625% P 2011-05-31 2011-12-14
b 85 SH FEDERATED INVS INC CLB P 2011-01-10 2011-04-20
c 120 ISHARES SEMICONDUCTOR SECTOR INDEX P 2011-02-18 2011-08-01
d 37.854 ARCHER DANIELS MIDLAND COM P 2010-12-29 2011-07-20
e 175 SH COCA COLA CO COM P 2010-02-03 2011-01-10
50 SH FEDERATED INVS INC P 2010-12-29 2011-04-20
260 SH SUNOCO INC P 2010-02-03 2011-01-11
195 VANGUARD INTL EQ INDEX FUNDS P 2010-07-13 2011-02-18
155 VANGUARD INTL EQ INDEX FUNDS P 2010-07-13 2011-06-22
50000 AMGEN INC SR NOTE 4.85% P 2009-01-05 2011-12-14
77 ARCHER DANIELS MIDLAND P 2010-02-03 2011-06-06
.995 ARCHER DANIELS MIDLAND P 2010-02-03 2011-06-29
231.146 ARCHER DANIELS MIDLAND P 2010-02-03 2011-07-20
50 ARCHER DANILES MIDLAND P 2010-02-03 2011-02-17
45 SH AT&T INC P 2010-02-03 2011-02-17
225 SH BARNES & NOBLE INC P 2010-02-24 2011-03-07
50 SH BRISTOL MYERS SQUIBB BO P 2010-02-03 2011-06-06
325 SH BRISTOL MYERS SQUIBB CO P 2010-02-03 2011-06-17
45 SH CONAGRA INC P 2010-02-03 2011-02-17
20 SH DIAGEO PLC SPONS ADR P 2010-02-03 2011-02-17
15000 FEDERAL HOME LN BKS BOND P 2004-06-08 2011-03-11
45000 FEDERAL HOME LN BKS BOND P 2004-06-08 2011-12-14
25000 FEDERAL NATL MTG ASSN NTS MATURED P 2004-06-23 2011-03-15
250 SH FEDERATED INVS INC P 2010-04-13 2011-04-20
60 ISHARES MSCI AUSTRALIA INDEX FD P 2009-04-29 2011-12-14
110 ISHARES MSCI CDA INEX FD P 2009-11-16 2011-12-14
65 ISHARES MSCI EMU INDEX FUND P 2009-09-15 2011-12-14
50 ISHARES RUSSELL 1000 GRWTH INDEX FD P 2007-08-01 2011-12-14
20 ISHARES S&P GLOBAL MATERIALS P 2009-04-13 2011-05-09
50 ISHARES S&P GLOBAL MATERIALS P 2009-04-13 2011-06-23
440 ISHARES S&P LATIN AMER 40 P 2009-11-19 2011-02-09
50 SISHARES S&P MIDCAP 400 P 2008-06-19 2011-12-14
550 NEW YORK COMNTY BANCORP P 2010-02-03 2011-11-15
276 NEXTERA ENERGY CAP HLDGS P 2009-08-07 2011-05-25
12 NEXTERA ENERGY CAP HLDGS INC P 2009-08-07 2011-05-26
2 NEXTERA ENERGY CAP HLDGS INC P 2009-08-07 2011-05-31
263 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-01
191 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-02
193 NEXTERA ENERGY CAP HODGS INC P 2009-09-01 2011-06-03
52 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-06
45 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-07
68 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-09
37 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-10
118 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-13
134 NEXTERA ENERBY CAP HLDGS INC P 2009-09-01 2011-06-14
23 NEXTERA ENERBY CAP HLDGS INC P 2009-09-01 2011-06-15
86 NEXTERA ENERGY CAP HLDGS INC P 2009-09-01 2011-06-17
210 SH NUCOR CORP P 2010-02-08 2011-12-16
15 OIL SVC HOLDERS TR P 2009-10-21 2011-12-14
85 SH OIL SVC HOLDERS TR P 2009-10-21 2011-12-16
305 SH PAYCHEX INC P 2010-02-03 2011-07-20
50 S&P NORTH AMER NAT RES SECTOR P 2009-11-16 2011-06-23
45 S&P NORTH AMER NAT RES SECTOR P 2009-11-16 2011-12-14
50 SECTOR SPDR TR SBI MATERIALS P 2004-04-16 2011-05-09
25 SECTOR SPDR TR SBI MATERIALS P 2009-11-16 2011-06-23
100 SOUTHERN CO P 2010-02-03 2011-08-24
50 SPDR SER TR MS TECH ETF P 2005-05-20 2011-05-09
85 SPDR SER TR MS TECH ETF P 2009-11-16 2011-12-14
30 SPDR SER TR S&P METALS & MINING ETF P 2008-12-16 2011-05-09
65 SPDR SER TR S&P METALS & MINING ETF P 2009-11-16 2011-06-23
40 UNITRIN INC P 2010-02-03 2011-02-17
30 WASTE MANAGEMENT INC P 2010-02-03 2011-02-17
25 SPDR GOLD TR P 2009-11-16 2011-08-29
SPDR GOLD TR P 2008-12-16 2011-12-31
SPDR GOLD TR P 2009-11-16 2011-12-31
SPDR GOLD TR P 2009-11-06 2011-12-31
(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 5,156 0 5,186 -30
b 2,222 0 2,251 -29
c 6,268 0 7,648 -1,380
d 1,174 0 1,157 17
e 11,002 0 9,595 1,407
1,307 0 1,313 -6
10,015 0 6,887 3,128
9,666 0 8,077 1,589
7,462 0 6,420 1,042
54,252 0 50,365 3,887
2,332 0 2,699 -367
30 0 35 -5
7,171 0 8,103 -932
2,306 0 2,212 94
1,282 0 1,154 128
2,646 0 4,659 -2,013
1,400 0 1,227 173
8,936 0 7,972 964
1,024 0 1,036 -12
1,543 0 1,342 201
15,839 0 14,384 1,455
46,697 0 43,151 3,546
25,000 0 26,051 -1,051
6,536 0 6,688 -152
1,310 0 885 425
2,787 0 2,877 -90
1,743 0 2,451 -708
2,814 0 2,911 -97
1,492 0 815 677
3,475 0 2,038 1,437
22,206 0 15,844 6,362
4,769 0 4,682 87
6,643 0 8,231 -1,588
7,071 0 7,210 -139
307 0 313 -6
51 0 49 2
6,690 0 6,564 126
4,857 0 4,945 -88
4,920 0 4,997 -77
1,324 0 1,346 -22
1,146 0 1,165 -19
1,729 0 1,761 -32
941 0 958 -17
3,000 0 3,055 -55
3,409 0 3,469 -60
584 0 595 -11
2,184 0 2,213 -29
8,186 0 8,682 -496
1,661 0 1,968 -307
9,350 0 10,803 -1,453
8,985 0 9,010 -25
2,086 0 1,752 334
1,640 0 1,577 63
1,994 0 1,331 663
938 0 818 120
4,119 0 3,202 917
3,467 0 2,363 1,104
4,960 0 4,732 228
2,180 0 835 1,345
4,256 0 3,177 1,079
1,180 0 930 250
1,135 0 977 158
4,337 0 2,784 1,553
18 0 10 8
33 0 25 8
15 0 10 5
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 0 0 0 -30
b 0 0 0 -29
c 0 0 0 -1,380
d 0 0 0 17
e 0 0 0 1,407
0 0 0 -6
0 0 0 3,128
0 0 0 1,589
0 0 0 1,042
0 0 0 3,887
0 0 0 -367
0 0 0 -5
0 0 0 -932
0 0 0 94
0 0 0 128
0 0 0 -2,013
0 0 0 173
0 0 0 964
0 0 0 -12
0 0 0 201
0 0 0 1,455
0 0 0 3,546
0 0 0 -1,051
0 0 0 -152
0 0 0 425
0 0 0 -90
0 0 0 -708
0 0 0 -97
0 0 0 677
0 0 0 1,437
0 0 0 6,362
0 0 0 87
0 0 0 -1,588
0 0 0 -139
0 0 0 -6
0 0 0 2
0 0 0 126
0 0 0 -88
0 0 0 -77
0 0 0 -22
0 0 0 -19
0 0 0 -32
0 0 0 -17
0 0 0 -55
0 0 0 -60
0 0 0 -11
0 0 0 -29
0 0 0 -496
0 0 0 -307
0 0 0 -1,453
0 0 0 -25
0 0 0 334
0 0 0 63
0 0 0 663
0 0 0 120
0 0 0 917
0 0 0 1,104
0 0 0 228
0 0 0 1,345
0 0 0 1,079
0 0 0 250
0 0 0 158
0 0 0 1,553
0 0 0 8
0 0 0 8
0 0 0 5
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 23,286
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 5,738
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 126,996 1,094,663 0.116014
2009 87,957 1,087,194 0.080903
2008 119,784 1,257,737 0.095238
2007 92,823 1,574,377 0.058959
2006 46,082 1,545,222 0.029822
2 Total of line 1, column (d) ...................... 2 0.380936
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 0.076187
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 1,061,176
5 Multiply line 4 by line 3....................... 5 80,848
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 416
7 Add lines 5 and 6......................... 7 81,264
8 Enter qualifying distributions from Part XII, line 4.............. 8 80,715
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 1 831
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............................ 3 831
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 831
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 291
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 291 7 291
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 540
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletKS
    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 ofbulletKATHERINE B MARTIN Telephone no.bullet (913) 338-5669
    Located atbullet11423 HIGH DRIVELEAWOODKS ZIP+4bullet66211
    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
     
    No
    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
    KATHERINE B MARTIN Sec/Treas/Dir
    2.00     		0 0 0
    11423 HIGH DRIVE
    LEAWOOD,KS66211
    THOMAS B MARTIN Pres/Dir
    1.00     		0 0 0
    11423 HIGH DRIVE
    LEAWOOD,KS66211
    PETER BROWN Asst Treas
    0     		1,000 0 0
    2345 GRAND BLVD 2800
    KANSAS CITY,MO64108
    STEPHANIE NEWKIRK Asst Sec
    1.00     		5,600 0 0
    2345 GRAND BLVD 2800
    KANSAS CITY,MO64108
    T BRADLEY MARTIN Director
    0     		0 0 0
    3503 N SHEFFIELD 2N
    CHICAGO,IL60657
    K MICHELLE MARTIN Director
    0     		0 0 0
    1819 BELMONT RD NW
    WASH,DC20009
    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
    1,041,924
    b
    Average of monthly cash balances.......................
    1b
    35,412
    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
    1,077,336
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,077,336
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    16,160
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,061,176
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    53,059
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    53,059
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    831
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    831
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    52,228
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    52,228
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    52,228
    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
    80,715
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    80,715
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    80,715
    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 52,228
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 54,379
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007....... 15,986
    c From 2008....... 28,516
    d From 2009....... 33,684
    e From 2010....... 127,350
    fTotal of lines 3a through e......... 205,536
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 80,715
    a Applied to 2010, but not more than line 2a 54,379
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 26,336
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2011.    
    (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 5 205,536
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		25,892
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		205,536
    10 Analysis of line 9:
    a Excess from 2007.... 15,986
    b Excess from 2008.... 28,516
    c Excess from 2009.... 33,684
    d Excess from 2010.... 127,350
    e Excess from 2011....  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    ALS ASSOCIATION
    6950 SQUIBB ROAD
    MISSION,KS66202     		  PUBLICOPERCHARITY RESEARCH/VICTUMCLINICALASSISTANCE 2,850
    AMERICAN RED CROSS
    21 W ARMOUR BLVD
    KANSAS CITY,MO64111     		  PUBLIC FOR DISASTERSOCIAL SERVICESRELIEF 3,250
    AMERICAN CANCER SOCIETY
    1100 PENNSYLVANIA AVE
    KANSAS CITY,MO64111     		  PUBLIC VICTUMRESEARCH/ASSISTANCE 100
    ARTS COUNCIL OF JO CO
    15301 W 87TH PAKWAY
    LENEXA,KS66219     		  PUBLIC PUBLIC ART 5,000
    CORNELL UNIVERSITY
    410 THURSTON AVE
    ITHACA,NY14850     		  PUBLICUNIV EDUCATION/SCHOLARSHIPS 4,000
    HEART TO HEART
    401 S CLAIRBORNE RD
    OLATHE,KS66062     		  PVTOPERFDN DISASTERFOREIGN AIDASSISTANCE 250
    JOHNSON COUNTY LIBRARY
    9875 W 87TH
    OVERLAND PARK,KS66212     		  PUBLIC EXHIBITUNDERWRITING 150
    KAPPA KAPPA GAMMA FDN
    KCKAPPASCOM
    KANSAS CITY,MO64112     		  PVTNON-OPFDN PHILANTHROPICSCHOLARSHIPS/ENDEAVORS 5,300
    ALI KEMP EDUCATIONAL FDN
    6501 ANTIOCH ROAD
    SHAWNEE MISSION,KS66202     		  PVTOPERFDN EDUCATION/SELF-DEFENSEAWAREMENSS 2,500
    KAUFFMAN PERFORMING ARTS CTR
    1601 BROADWAY
    KANSAS CITY,MO64108     		  PVTOPERFDN MUSICALTHEATRE/PERFORMANCES 10,000
    LINDA HALL LIBRARY
    5109 CHERRY
    KANSAS CITY,MO64112     		  PVTOPERFDN SCIENCE & TECHENGINEERING/LIBRARY 250
    METRO ORG TO COUNTER SEXUAL ABUSE
    3100 BROADWAY STREET
    KANSAS CITY,MO64111     		  PUBLIC ASSISTANCE/VICTUMEDUCATION 6,000
    MIDWEST EAR INSTITUTE
    4200 PENNSYLVANIA
    KANSAS CITY,MO64111     		  PVTOPERFDN PATIENT TESTINGRESEARCH/& EHARING RESTORATION 250
    MISSION PROJECT
    7137 HALSEY
    SHAWNEE,KS66216     		  PUBLIC DISABLEDPROGRAMS FORADULTS 250
    MUSCULAR DYSTROPHY ASSOC
    8700 INDIAN CREEK PKWY
    OVRLAND PARK,KS66210     		  PUBLIC VICTUMRESEARCH/ASSISTANCE 200
    NELSON GALLERY FOUNDATION
    4525 OAK STREET
    KANSAS CITY,MO64111     		  PVTOPERFDN EXHIBITION OFPRESERVATION/VISUAL ARTS 13,000
    RAWHIDE BOYS RANCH
    2557A EAST CALUMET ST
    APPLETON,WI54915     		  PUBIC TREATMENT OFCOUNSELING/TROUBLED TEENS 500
    RONALD MCDONALD HOUSE
    2502 CHERRY ST
    KANSAS CITY,MO64108     		  PUBLIC FAMILIES OFLODGING/SUPPORTILL CHILDREN 2,500
    ROTARY CLUB FOUNDATION
    1219 WYANDOTTE
    KANSAS CITY,MO64105     		  PVTNON-OPFDN POLIOWORLD OUTREACH/IMMUNIZATIONS 230
    SAFEHOME INC
    UNDISCLOSED LOCATION
    OVERLAND PARK,KS66210     		  PUBLIC VIOLENCEDOMESTICASSISTANCE 1,000
    SHAWNEE MISSION ED FDN
    7235 ANTIOCH
    SHAWNEE MISSION,KS66204     		  PVTOPERFDN TEACHING METHODSPROGRAMS ANDSM SCHOOL DIST 100
    SHAWNEE MISSION MED CTR FDN
    8901 W 74TH ST
    SHAWNEE MISSION,KS66204     		  PVTOPERFDN OPERATINGRESEARCH/HOSPITAL 10,000
    STARLIGHT THEATRE
    4600 STARLIGHT RD
    KANSAS CITY,MO64132     		  PVTOPERORG THEATRE/PERFORMANCE 1,000
    STEPHANIE WATERMAN TENNIS FDN
    JWATERMANAOLCOM
    KANSAS CITY,MO64112     		  PVTOPERFDN TRAINING/TUTORMENTORING/DISADV YOUTHS 100
    STERLING REDMON TRUST
    1055 BROADWAY
    KANSAS CITY,MO64105     		  PVTNON-OPFDN VARIOUS CHARMEMORIALENDEAVORS 250
    ST LUKES HOSPITAL FDN
    4225 BALTIMORE
    KANSAS CITY,MO64111     		  PVTOPERFDN RESEARCH/HOSPITAL/HEALTH SVCS 250
    KANSAS CITY SYMPHONY
    1703 WYANDOTTE
    KANSAS CITY,MO64105     		  PUBLIC ORCHESTRAPERFORMANCES 3,000
    TERARKANA MUSEUM
    219 N STATE LINE AVE
    TEXARKANA,TX75501     		  PVTOPERFDN MUSEUM/HISTORYEXHIBITS 1,100
    UNIVERSITY ACADEMY
    6801 HOLMES RD
    KANSAS CITY,MO64131     		  PVTOPERFDN EDUCATION 2,500
    UNIVERSITY OF RICHMOND
    28 WESTHAMPTON WAY
    RICHMOND,VA23173     		  PVTOPERFDN EDUCATION/RESEARCH/SCHOLARSHIPS 2,500
    VILLAGE PRESBYTERIAN CH
    6641 MISSION ROAD
    PRAIRIE VILLAGE,KS66208     		  CHURCH RELIGIOUSENDEAVORS 50
    WAYSIDE WAIFS
    3901 MARTHA TRUMAN RD
    KANSAS CITY,MO64137     		  PUBLIC ADOPTIONS/HOMELESS PETSHELTER 1,285
    TRUMAN LIBRARY
    500 W US HWY 24
    INDEPENDENCE,MO64050     		  PVTOPERFDN EXHIBITS 1,000
    Total .................................bullet 3a 80,715
    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     14 7  
    4 Dividends and interest from securities....     14 37,429  
    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 23,286  
    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)..   60,722  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1360,722
    (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:  
    Part VI Line 7 - Tax Paid Original Return: 291


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Martha L. Voight, CPA Tax preparation 1,495 1,495    

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25,000 STATOIL ASA GTD 3.15% DUE 1/23/22 25,703 25,711
    25,000 WESTERN UNION CO NT 3.65% DUE 8/22/2018 25,915 25,632
    50,000 JPMORGAN CHASE & CO 5.125% 49,870 52,715
    50,000 COCA COLA CO 5.35% DUE 11/15/2017 51,479 60,026
    35,000 BOEING CO SR NOTE 4.875% DYE 02/15/2020 35,445 40,865

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Name of Stock End of Year Book Value End of Year Fair Market Value
    6355 ALPS ETF TR ALERIAN MLP 10,180 10,554
    905 ISHARES MSCI AUSTRAILA INDEX FUND 12,707 19,403
    660 ISHARES INC MSCI CDA INDEX FD 13,618 17,556
    425 ISHARES MSCI EMU INDEX FUND 16,025 11,857
    1,440 ISHARES MSCI UNITED KINGDOM 23,558 23,270
    930 ISHARES MSCI GERMANY INDEX FUND 21,104 17,875
    475 S&P NORTH AMER NATURAL RESOURCES SECTOR FD 15,981 18,050
    180 ISHARES S&P MIDCAP 400/BARRA GRWTH INDEX 15,000 17,771
    330 ISHARES RUSSELL 1000 GROWTH INDEX FD 17,945 19,071
    290 ISHARES S&P GLOBAL MATERIALS INDEX FUND 11,823 16,588
    95 SPDR GOLD TR GOLD SHS 9,658 14,439
    495 SPDR SER TR MORGAN STANLEY TECH ETF 25,509 29,038
    405 SPDR S&P METALS & MNG ETF 14,742 19,841
    375 SECTOR SPDR TR SHS BEN INT-MATERIALS 11,609 12,563
    430 AT&T INC 11,131 13,003
    180 ABBOTT LABS 9,773 10,121
    180 ASTRAZENECA PLC 8,702 8,332
    195 BANK OF HAWAII CORP 9,043 8,676
    270 BEMIS INC 8,049 8,122
    450 H & R BLOCK INC 6,760 7,349
    335 CENTURYLINK INC 11,581 12,462
    100 CHEVRON CORPORATION 7,360 10,640
    435 CONAGRA INC 9,903 11,352
    125 DIAGEO PLC SPON ADR 8,389 10,928
    185 DIAMOND OFFSHORE DRILLING INC 15,188 10,223
    260 DIEBOLD INC 6,641 7,818
    540 DONNELLEY RR & SONS CO 9,791 7,792
    205 DU PONT E I DE NEMOURS & CO 6,884 9,385
    550 DUKE ENERGY HOLDING CORP 9,174 12,100
    355 FOOT LOCKER INC 4,506 8,463
    700 GENERAL ELECTRIC CO 11,697 12,537
    510 INTEL CORP 10,057 12,367
    370 KEMPER CORP 8,669 10,808
    260 LINEAR TECHNOLOGY CORP 7,025 7,808
    200 MARKET VECTORS ETF AGRIBUSINESS 11,350 9,430
    250 MARKET VECTORS ETF COAL 11,757 8,063
    330 MATTEL INC 6,910 9,161
    210 MERCK & CO 6,941 7,917
    235 MERCURY GENERAL CORP 9,817 10,721
    210 MICROSOFT CORP 6,048 5,452
    340 MICROCHIP TECHNOLOGY INC 9,163 12,454
    370 NYSE EURONEXT 8,850 9,657
    185 PPL CORP CORP UNIT 10,519 10,284
    475 PFIZER INC 8,863 10,279
    160 SOUTHERN CO 5,123 7,406
    345 SYSCO CORP 9,598 10,119
    500 TAIWAN SEMICONDUCTOR MFG CO LTD 6,614 6,455
    235 TOTAL S A SPONSORED ADR 13,109 12,011
    300 VANGUARD WORLD FUNDS 21,180 18,627
    300 WASTE MANAGEMENT INC 9,768 9,813
    2500 COLUMBIA INCOME OPPORTUNITIES FUND 23,125 23,325
    1305 COMCAST CORP PFD 6.625% 33,790 34,047
    1000 FPL GROUP CAP TR I PFD TR 5.875% 25,916 25,800
    2704.52 FIDELITY NEW MARKETS INCOME FUND 42,483 42,812
    3500 MFS MULTIMARKET INC TR BEN INT 23,831 23,520

    TY 2011 LegalFeesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Lathrop & Gage LLP Legal operational/investment matters 6,600 6,600    


    TY 2011 OtherExpensesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC INVESTMENT EXP 101 101    


    TY 2011 OtherIncreasesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Description Amount
    CAPITAL GAINS 23,286
    NON TAXABLE DISTRIBUTIONS 901


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COUNTRY CLUB TRUST CO TRUSTEE ACCOUNT FEES 10,442 10,442    


    TY 2011 TaxesSchedule
    Name:
    THOMAS MARTIN FOUNDATION
    EIN: 48-1222230
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes withheld 517 517    
    Annual filing fee 40   40