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 10-01-2011 , and ending 09-30-2012
G
Check all that apply:
Name of foundation
JOHN AND DORA LANG CHARITABLE FOUNDATION
 

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

87-6115493
B Telephone number (see page 10 of the instructions)

(503) 275-4327
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$984,147J 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...... 21,709 21,709  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 53,145
b Gross sales price for all assets on line 6a 746,268
7 Capital gain net income (from Part IV, line 2)... 53,145
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........ 74,854 74,854  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,663 13,197   1,466
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 1,541 556   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.......... 17,704 13,753 0 2,966
25 Contributions, gifts, grants paid........ 50,500 50,500
26 Total expenses and disbursements. Add lines 24 and 25 68,204 13,753 0 53,466
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,650
b Net investment income (if negative, enter -0-) 61,101
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 13,927 11,142 11,142
3 Accounts receivable bullet351
Less: allowance for doubtful accounts bullet     351 351
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)........ 796,795 Click to see attachment739,911 796,416
c Investments—corporate bonds (attach schedule)........ 86,663 Click to see attachment153,082 176,238
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) 897,385 904,486 984,147
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......... 897,385 904,486
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).................... 897,385 904,486
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 897,385 904,486
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)............... 1 897,385
2 Enter amount from Part I, line 27a..................... 2 6,650
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 451
4 Add lines 1, 2, and 3.......................... 4 904,486
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. 6 904,486
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 568.167 ABERDEEN FDS EMRGN   2011-06-08 2011-10-31
b 65. B M C SOFTWARE INC   2010-08-13 2011-10-31
c 91. CBS CORP CLASS B NON VOTING   2011-08-22 2011-10-31
d 27. MCKESSON CORPORATION   2011-09-27 2011-10-31
e 42.638 NEUBERGER BERMAN GENESIS INSTL FD   2009-04-13 2011-10-31
48. PRUDENTIAL FINL INC     2011-10-31
55. WHITING PETROLEUM CORP   2011-09-27 2011-10-31
59. IPATH GSCI TOTAL RETURN   2010-08-13 2011-11-21
183.992 PYXIS LONG SHORT EQUITY Z   2011-03-07 2011-11-21
60. KELLOGG CO   2011-03-07 2011-11-21
940.57752 LOOMIS SAYLES ABS STRAT Y   2011-06-08 2011-11-21
323.57748 LOOMIS SAYLES ABS STRAT Y   2011-06-08 2011-11-21
2188.352 PIMCO TOTAL RETURN FUND INST   2009-04-13 2011-11-21
97.204 SCOUT INTERNATIONAL FUND   2009-04-13 2011-11-21
57. TYCO INTERNATIONAL LTD   2011-08-12 2011-11-21
22. APACHE CORP   2003-10-08 2011-11-30
641.128 DRIEHAUS SELECT CREDIT FUND   2011-06-08 2011-11-30
163. FIFTH THIRD BANCORP   2011-10-31 2011-11-30
245.589 GOLDMAN SACHS M C VALUE CL INST   2010-08-13 2011-11-30
122.249 LAUDUS INTL MARKETMASTERS FUND SEL   2011-02-18 2011-11-30
36. TERADATA CORP DEL   2011-09-27 2011-11-30
414. IPATH GSCI TOTAL RETURN     2012-01-04
46. CAPITAL ONE FINANCIAL CORP   2011-03-16 2012-01-04
29. COCA COLA CO   2011-08-29 2012-01-04
775.562 DRIEHAUS ACTIVE INCOME FUND   2011-06-08 2012-01-04
1301.227 AMERICAN EUROPACIFIC GRTH F2     2012-01-04
24. EXXON MOBIL CORP   2007-03-26 2012-01-04
30. GOLDMAN SACHS GROUP INC     2012-01-04
109.116 GOLDMAN SACHS M C VALUE CL INST   2010-08-13 2012-01-04
82. INTEL CORP COM   2007-03-26 2012-01-04
226. ISHARES MSCI EMERGING MKTS E T F   2009-04-13 2012-01-04
24. NOBLE ENERGY INC   2011-09-27 2012-01-04
48. NORDSTROM INC   2011-09-27 2012-01-04
7. ORACLE CORPORATION   2007-03-26 2012-01-04
81. ORACLE CORPORATION   2011-08-22 2012-01-04
1937.174 PIMCO TOTAL RETURN FUND INST     2012-01-04
916.093 PIMCO TOTAL RETURN FUND INST   2011-03-16 2012-01-04
386. SPDR BARCLAYS INTRNTNL TREASURY ETF   2010-08-13 2012-01-04
45. STARBUCKS CORP   2010-08-13 2012-01-04
789.725 DRIEHAUS ACTIVE INCOME FUND     2012-01-19
336. SPDR DJ WILSHIRE INTERNATIONAL   2011-02-18 2012-01-19
240.251 SCOUT INTERNATIONAL FUND   2009-04-13 2012-01-19
7.99 SCOUT INTERNATIONAL FUND   2010-02-19 2012-01-19
41. TERADATA CORP DEL   2012-01-04 2012-01-19
55. WILLIAMS SONOMA INC   2011-11-21 2012-01-19
38. CHECK POINT SOFTWARE TECH LTD   2011-09-27 2012-01-19
32. COCA COLA CO     2012-02-24
47. DISCOVERY COMMUNICATIONS INC CL A   2011-10-31 2012-02-24
68. DIRECTV CL A   2010-08-13 2012-02-24
386.753 DRIEHAUS ACTIVE INCOME FUND   2011-07-20 2012-02-24
85.739 GOLDMAN SACHS M C VALUE CL INST   2010-08-13 2012-02-24
30.515 GOLDMAN SACHS M C VALUE CL INST   2011-06-27 2012-02-24
55.704 PYXIS LONG SHORT EQUITY Z   2011-03-07 2012-02-24
183.992 PYXIS LONG SHORT EQUITY Z   2011-02-14 2012-02-24
18. ISHARES JP MORGAN EM BOND FD   2012-01-04 2012-02-24
5. MASTERCARD INC   2010-10-29 2012-02-24
947.889 NUVEEN GLOBAL INFRASTR FD CL I   2010-11-15 2012-02-24
50. POLARIS INDS INC   2011-06-27 2012-02-24
268. SPDR BARCLAYS INTRNTNL TREASURY ETF   2010-08-13 2012-02-24
229.094 TCW EMERGING MARKETS INCOME FUND   2012-01-04 2012-02-24
60. INGERSOLL RAND PLC   2011-09-27 2012-02-24
554.061 PYXIS LONG SHORT EQUITY Z   2011-03-07 2012-03-02
55. AMERICAN TOWER CORP   2007-03-26 2012-03-14
21. ISHARES JP MORGAN EM BOND FD   2012-01-04 2012-03-14
74.00186 SPDR DJ WILSHIRE INTERNATIONAL   2011-02-18 2012-03-14
54.99814 SPDR DJ WILSHIRE INTERNATIONAL   2011-02-18 2012-03-14
72. WELLS FARGO & CO NEW   2011-08-12 2012-03-14
83. WYNDHAM WORLDWIDE CORP   2011-08-12 2012-03-14
69. NIELSEN HOLDINGS N V     2012-03-14
35. CATERPILLAR INC   2010-08-13 2012-03-27
68. FREEPORT MCMORAN COPPER GOLD   2010-08-13 2012-03-27
170.794 PYXIS LONG SHORT EQUITY Z   2011-03-05 2012-03-27
10. INTL BUSINESS MACHINES CORP   2011-11-21 2012-03-27
46. NATIONAL-OILWELL INC   2010-11-19 2012-03-27
26. NOBLE ENERGY INC     2012-03-27
35. P N C FINANCIAL SERVICES GROUP INC     2012-03-27
129. STAPLES INC   2012-03-14 2012-03-27
211.416 TCW EMERGING MARKETS LOCAL CCY INC I   2012-01-04 2012-03-27
3.685 TCW EMERGING MARKETS LOCAL CCY INC I   2012-01-19 2012-03-27
51. INGERSOLL RAND PLC   2012-01-04 2012-03-27
34. ALLERGAN INC   2010-08-13 2012-03-30
5. APPLE COMPUTER INC   2010-08-13 2012-03-30
86. CITIGROUP INC   2012-01-04 2012-03-30
30. DOLLAR TREE INC   2010-08-13 2012-03-30
85. JARDEN CORP   2010-10-19 2012-03-30
172.828 NUVEEN REAL ESTATE SECS I   2010-02-18 2012-03-30
821.089 NUVEEN INFLATION PRO SEC CL I   2012-01-19 2012-03-30
198.496 NUVEEN MID CAP GRWTH OPP FD CL I   2009-04-13 2012-03-30
33. SPDR BARCLAYS INTRNTNL TREASURY ETF   2011-11-21 2012-03-30
28. SCHLUMBERGER LTD ISIN #AN8068571086   2012-01-04 2012-03-30
24. UNITED TECHNOLOGIES CORP   2003-10-08 2012-03-30
69. UNITED HEALTH GROUP INCORPORATED   2010-10-19 2012-03-30
57. WHITING PETROLEUM CORP   2011-11-21 2012-03-30
123. DANA HOLDING CORP   2012-03-14 2012-05-02
189.753 DRIEHAUS ACTIVE INCOME FUND   2011-07-20 2012-05-02
174. FIFTH THIRD BANCORP   2012-01-04 2012-05-02
20. GOLDMAN SACHS GROUP INC   2012-02-24 2012-05-02
61.033 PYXIS LONG SHORT EQUITY Z   2011-03-16 2012-05-02
142.111 PYXIS LONG SHORT EQUITY Z     2012-05-02
315.617 NUVEEN HIGH INCOME BOND FD CL I   2009-06-29 2012-05-02
61. QUALCOMM INC   2004-08-05 2012-05-02
494.919 TCW EMERGING MARKETS INCOME FUND   2012-01-04 2012-05-02
33. ACE LTD     2012-05-02
35. CHECK POINT SOFTWARE TECH LTD   2012-02-24 2012-05-02
68. NIELSEN HOLDINGS N V   2012-01-19 2012-05-02
11. CF INDUSTRIES HOLDINGS INC   2012-05-02 2012-05-24
191.938 DRIEHAUS ACTIVE INCOME FUND   2011-07-20 2012-05-24
99. FOOT LOCKER INC   2011-08-29 2012-05-24
39. GILEAD SCIENCES INC   2012-05-02 2012-05-24
175.901 PYXIS LONG SHORT EQUITY Z     2012-05-24
48. JARDEN CORP   2012-05-02 2012-05-24
648.772 PIMCO TOTAL RETURN FUND INST   2011-03-16 2012-05-24
42.00016 SLM CORP   2011-03-07 2012-05-24
142.99984 SLM CORP   2011-03-07 2012-05-24
58. STARBUCKS CORP   2010-08-13 2012-05-24
35. WHITING PETROLEUM CORP   2012-05-02 2012-05-24
64. INGERSOLL RAND PLC     2012-05-24
194.828 AMER CENT DIVERSIFI BOND INS   2012-01-04 2012-05-31
101. BRISTOL MYERS SQUIBB CO   2010-08-13 2012-05-31
47. DOVER CORP   2010-10-19 2012-05-31
32. SCHLUMBERGER LTD ISIN #AN8068571086   2003-10-08 2012-05-31
86. WILLIAMS COS INC   2012-02-24 2012-05-31
38. COVIDIEN PLC   2012-05-24 2012-05-31
1. ALLERGAN INC   2012-05-24 2012-06-11
21. ALLERGAN INC   2012-05-02 2012-06-11
33. AMERICAN TOWER CORP   2012-03-27 2012-06-11
63. FOOT LOCKER INC   2012-05-31 2012-06-11
40. GILEAD SCIENCES INC     2012-06-11
110. SPDR DJ WILSHIRE INTERNATIONAL   2011-06-27 2012-06-11
463. SPDR DJ WILSHIRE INTERNATIONAL     2012-06-11
598.009 ABERDEEN FDS EMRGN   2011-08-12 2012-06-22
47. B M C SOFTWARE INC   2012-05-24 2012-06-22
53. IPATH DOW JONES UBS COMMODITY   2010-08-19 2012-06-22
758.415 CREDIT SUISSE COMM RET ST CO   2011-02-18 2012-06-22
90.19972 DRIEHAUS SELECT CREDIT FUND   2011-06-08 2012-06-22
438.34528 DRIEHAUS SELECT CREDIT FUND   2011-06-08 2012-06-22
432.25 DRIEHAUS ACTIVE INCOME FUND   2011-07-20 2012-06-22
49. EATON CORP   2012-06-11 2012-06-22
1.9992 JARDEN CORP     2012-06-22
47.0008 JARDEN CORP   2012-05-20 2012-06-22
30.00115 NATIONAL-OILWELL INC   2012-05-31 2012-06-22
8.99885 NATIONAL-OILWELL INC   2012-05-31 2012-06-22
45.15 LOOMIS SAYLES ABS STRAT Y   2011-07-20 2012-06-22
81.18163 LOOMIS SAYLES ABS STRAT Y   2011-06-17 2012-06-22
434.99137 LOOMIS SAYLES ABS STRAT Y     2012-06-22
18.00523 SLM CORP   2011-03-14 2012-06-22
124.99477 SLM CORP   2011-03-14 2012-06-22
2.00115 COVIDIEN PLC     2012-06-22
36.99885 COVIDIEN PLC   2012-06-04 2012-06-22
.9979 ACE LTD   2012-05-24 2012-06-22
27.0021 ACE LTD   2012-05-24 2012-06-22
75. NIELSEN HOLDINGS N V   2012-06-11 2012-06-22
803.283 ABERDEEN FDS EMRGN     2012-07-05
72. DR PEPPER SNAPPLE GROUP   2011-06-15 2012-07-05
134. ISHARES MSCI EMERGING MKTS E T F     2012-07-05
28. ISHARES MSCI EMERGING MKTS E T F   2010-11-24 2012-07-05
90. MACYS INC   2011-06-08 2012-07-05
187.908 NUVEEN REAL ESTATE SECS I   2010-02-18 2012-07-05
376.8221 LAUDUS INTL MARKETMASTERS FUND SEL   2011-02-18 2012-07-05
117.5109 LAUDUS INTL MARKETMASTERS FUND SEL   2011-02-18 2012-07-05
71. WILLIAMS COS INC   2012-06-22 2012-07-05
85. INTEL CORP COM   2011-11-30 2012-07-25
41. INTEL CORP COM   2007-03-26 2012-07-25
47. JARDEN CORP   2012-06-02 2012-07-25
48. B M C SOFTWARE INC     2012-08-02
22.99917 E M C CORPORATION   2012-03-27 2012-08-02
81.00083 E M C CORPORATION   2012-03-27 2012-08-02
27. HUMANA INC   2011-08-12 2012-08-02
118. ATT INC     2012-08-10
59. BRISTOL MYERS SQUIBB CO   2012-06-11 2012-08-10
30. NATIONAL-OILWELL INC   2012-06-13 2012-08-23
22. PERRIGO CO   2011-09-27 2012-08-23
79. VERIZON COMMUNICATIONS   2011-05-05 2012-08-23
37. COVIDIEN PLC   2012-06-17 2012-08-23
109. QEP RESOURCES INC   2012-07-05 2012-08-29
105. TYSON FOODS INC CL A   2012-05-24 2012-08-29
3. UNITED HEALTH GROUP INCORPORATED   2012-08-02 2012-08-29
36. UNITED HEALTH GROUP INCORPORATED   2012-05-02 2012-08-29
144. IPATH DOW JONES UBS COMMODITY     2012-09-19
235.294 CREDIT SUISSE COMM RET ST CO   2011-11-30 2012-09-19
20.904 CREDIT SUISSE COMM RET ST CO   2011-02-18 2012-09-19
884.459 CREDIT SUISSE COMM RET ST CO   2012-01-04 2012-09-19
230.578 DRIEHAUS SELECT CREDIT FUND   2011-06-08 2012-09-19
282.628 DRIEHAUS SELECT CREDIT FUND   2011-07-20 2012-09-19
438.344 DRIEHAUS SELECT CREDIT FUND   2011-06-21 2012-09-19
1397.159 DRIEHAUS ACTIVE INCOME FUND   2011-07-20 2012-09-19
1675.595 EATON VANCE GLOBAL MACRO FD CL I   2012-06-22 2012-09-19
115.633 GOLDMAN SACHS M C VALUE CL INST     2012-09-19
2004.716 PYXIS LONG SHORT EQUITY Z     2012-09-19
772.76 PYXIS LONG SHORT EQUITY Z   2011-10-31 2012-09-19
542.489 LOOMIS SAYLES ABS STRAT Y   2011-07-20 2012-09-19
434.994 LOOMIS SAYLES ABS STRAT Y     2012-09-19
58.777 NUVEEN MID CAP GRWTH OPP FD CL I   2009-04-13 2012-09-19
92.938 NUVEEN MID CAP GRWTH OPP FD CL I   2012-01-04 2012-09-19
1076.879 TCW EMERGING MARKETS INCOME FUND   2012-01-04 2012-09-19
200.397 TCW EMERGING MARKETS LOCAL CCY INC I   2012-01-19 2012-09-19
1213.371 TFS MARKET NEUTRAL FUND   2011-02-18 2012-09-19
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 7,784   8,307 -523
b 2,266   2,275 -9
c 2,340   2,042 298
d 2,242   2,084 158
e 2,066   1,217 849
2,662   3,166 -504
2,630   2,192 438
1,951   1,675 276
1,985   2,083 -98
2,946   3,250 -304
8,851   9,519 -668
3,045   3,275 -230
23,590   22,299 1,291
2,660   2,016 644
2,612   2,322 290
2,143   790 1,353
6,123   6,751 -628
1,920   1,998 -78
8,384   7,311 1,073
2,088   2,438 -350
1,940   2,083 -143
14,346   13,156 1,190
2,039   2,323 -284
2,017   2,006 11
7,802   8,648 -846
46,532   40,049 6,483
2,051   1,803 248
2,836   4,902 -2,066
3,695   3,248 447
2,034   1,575 459
8,773   6,307 2,466
2,347   1,816 531
2,385   2,304 81
182   128 54
2,104   2,037 67
21,038   20,676 362
9,949   9,985 -36
22,717   21,998 719
2,083   1,089 994
8,103   8,800 -697
11,431   13,286 -1,855
7,128   4,983 2,145
237   226 11
2,157   2,027 130
1,924   2,016 -92
2,078   2,097 -19
2,206   2,147 59
2,082   2,032 50
3,102   2,620 482
4,100   4,281 -181
3,189   2,552 637
1,135   1,137 -2
641   631 10
2,118   2,120 -2
2,028   1,962 66
2,078   1,205 873
8,683   8,939 -256
3,371   2,699 672
16,195   15,273 922
2,007   1,904 103
2,449   2,009 440
6,372   6,272 100
3,470   2,157 1,313
2,394   2,289 105
2,735   2,926 -191
2,033   2,175 -142
2,403   1,768 635
3,802   2,552 1,250
2,062   2,022 40
3,791   2,385 1,406
2,651   2,396 255
1,995   1,983 12
2,081   1,803 278
3,610   2,828 782
2,554   2,436 118
2,227   2,086 141
2,152   2,063 89
2,159   2,000 159
38   36 2
2,127   1,627 500
3,243   2,164 1,079
3,004   1,252 1,752
3,135   2,427 708
2,840   1,278 1,562
3,428   2,762 666
3,605   2,461 1,144
9,467   9,467  
9,532   5,042 4,490
1,976   1,942 34
1,962   1,964 -2
1,989   986 1,003
4,082   2,450 1,632
3,097   2,528 569
1,770   1,999 -229
2,000   2,101 -101
2,488   2,292 196
2,275   2,329 -54
710   674 36
1,653   1,613 40
2,790   2,250 540
3,905   2,168 1,737
4,385   4,113 272
2,529   1,821 708
2,043   2,057 -14
1,975   1,989 -14
1,834   2,195 -361
2,002   2,125 -123
3,160   2,039 1,121
1,963   2,021 -58
1,993   1,946 47
1,885   2,007 -122
7,279   7,072 207
560   617 -57
1,906   2,101 -195
3,156   1,404 1,752
1,538   1,947 -409
2,695   2,472 223
2,176   2,133 43
3,378   2,663 715
2,630   2,487 143
2,014   808 1,206
2,622   2,536 86
1,962   2,026 -64
92   90 2
1,926   1,944 -18
2,189   2,057 132
1,932   2,003 -71
1,983   2,051 -68
3,824   4,291 -467
16,096   18,308 -2,212
8,073   8,043 30
2,007   2,014 -7
2,015   2,122 -107
5,627   7,167 -1,540
882   950 -68
4,287   4,616 -329
4,474   4,785 -311
1,865   1,999 -134
82   85 -3
1,939   2,049 -110
1,893   2,013 -120
568   604 -36
440   450 -10
792   818 -26
4,241   4,392 -151
271   278 -7
1,881   1,928 -47
105   106 -1
1,948   1,999 -51
72   72  
1,938   1,961 -23
2,035   2,070 -35
11,358   10,633 725
3,160   2,935 225
5,300   6,140 -840
1,107   1,286 -179
3,100   2,479 621
4,089   2,676 1,413
6,628   7,514 -886
2,067   2,343 -276
2,066   2,013 53
2,149   2,099 50
1,036   788 248
2,088   2,182 -94
1,805   2,037 -232
594   685 -91
2,092   2,412 -320
1,682   2,023 -341
4,401   4,042 359
1,870   2,033 -163
2,332   2,144 188
2,364   2,182 182
3,353   2,945 408
2,045   2,057 -12
3,165   3,222 -57
1,653   2,005 -352
164   154 10
1,964   2,042 -78
6,301   6,602 -301
1,995   2,000 -5
177   198 -21
7,500   7,421 79
2,274   2,428 -154
2,787   2,945 -158
4,322   4,646 -324
14,628   15,467 -839
16,555   16,387 168
4,528   3,873 655
23,656   22,018 1,638
9,119   8,493 626
5,506   5,403 103
4,415   4,436 -21
2,871   1,493 1,378
4,540   3,851 689
9,929   8,949 980
2,094   1,964 130
18,625   18,589 36
      22
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       -523
b       -9
c       298
d       158
e       849
      -504
      438
      276
      -98
      -304
      -668
      -230
      1,291
      644
      290
      1,353
      -628
      -78
      1,073
      -350
      -143
      1,190
      -284
      11
      -846
      6,483
      248
      -2,066
      447
      459
      2,466
      531
      81
      54
      67
      362
      -36
      719
      994
      -697
      -1,855
      2,145
      11
      130
      -92
      -19
      59
      50
      482
      -181
      637
      -2
      10
      -2
      66
      873
      -256
      672
      922
      103
      440
      100
      1,313
      105
      -191
      -142
      635
      1,250
      40
      1,406
      255
      12
      278
      782
      118
      141
      89
      159
      2
      500
      1,079
      1,752
      708
      1,562
      666
      1,144
       
      4,490
      34
      -2
      1,003
      1,632
      569
      -229
      -101
      196
      -54
      36
      40
      540
      1,737
      272
      708
      -14
      -14
      -361
      -123
      1,121
      -58
      47
      -122
      207
      -57
      -195
      1,752
      -409
      223
      43
      715
      143
      1,206
      86
      -64
      2
      -18
      132
      -71
      -68
      -467
      -2,212
      30
      -7
      -107
      -1,540
      -68
      -329
      -311
      -134
      -3
      -110
      -120
      -36
      -10
      -26
      -151
      -7
      -47
      -1
      -51
       
      -23
      -35
      725
      225
      -840
      -179
      621
      1,413
      -886
      -276
      53
      50
      248
      -94
      -232
      -91
      -320
      -341
      359
      -163
      188
      182
      408
      -12
      -57
      -352
      10
      -78
      -301
      -5
      -21
      79
      -154
      -158
      -324
      -839
      168
      655
      1,638
      626
      103
      -21
      1,378
      689
      980
      130
      36
       
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 53,145
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 48,579 989,389 0.0491
2009 56,670 904,965 0.062621
2008 38,529 820,854 0.046938
2007 43,676 1,143,622 0.038191
2006 39,151 1,218,446 0.032132
2 Total of line 1, column (d) ...................... 2 0.228982
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 0.045796
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 951,445
5 Multiply line 4 by line 3....................... 5 43,572
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 611
7 Add lines 5 and 6......................... 7 44,183
8 Enter qualifying distributions from Part XII, line 4.............. 8 53,466
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 1 611
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............................ 3 611
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- ..... 5 611
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 606
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.............. 7 606
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5
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)bulletUT
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletUS BANK Telephone no.bullet (503) 275-4327
    Located atbullet555 SW OAKPORTLANDOR ZIP+4bullet97204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    US BANK TRUSTEE
    1     		16,163    
    PO BOX 3168
    PORTLAND,OR97208
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    950,933
    b
    Average of monthly cash balances.......................
    1b
    14,002
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    999
    d
    Total (add lines 1a, b, and c).........................
    1d
    965,934
    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
    965,934
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    14,489
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    951,445
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    47,572
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    47,572
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    611
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    611
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    46,961
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    46,961
    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
    46,961
    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
    53,466
    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
    53,466
    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
    611
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    52,855
    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 46,961
    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....... 4,080
    e From 2010....... 724
    fTotal of lines 3a through e......... 4,804
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 53,466
    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..... 46,961
    e Remaining amount distributed out of corpus 6,505
    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 11,309
    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 ......     		11,309
    10 Analysis of line 9:
    a Excess from 2007.... 0
    b Excess from 2008.... 0
    c Excess from 2009.... 4,080
    d Excess from 2010.... 724
    e Excess from 2011.... 6,505
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    RANDALL GRUNINGER US BANK
    170 S MAIN STREET
    SALT LAKE CITY,UT84101
    (801) 534-6045
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT ABOVE
    cAny submission deadlines:
    CONTACT ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    UNDERPRIVILEDGED CHILDREN, PREFERENCE FOR UTAH ORGANIZATIONS
    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
    ASSITANCE LEAGUE OF SALT LAKE CITY
    2060 EAST 3300 SOUTH
    SALT LAKE CITY,UT84109     		NONE PUBLIC GENERAL SUPPORT 1,000
    CHILDREN SERVICE
    SOCIETY OF UTAH
    124 SOUTH 400 EAST ST 400
    SALT LAKE CITY,UT84111     		NONE PUBLIC SPECIAL NEEDS ADOPTION SERVICES 2,000
    CROSSROADS URBAN CENTER
    ATTN GLENN L BAILEY
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		NONE PUBLIC CHILDREN SERVICES 2,000
    GIRL SCOUTS OF AMERICA
    ATTN JULIE P DELONG
    PO BOX 57280
    SALT LAKE CITY,UT84157     		NONE PUBLIC GENERAL SUPPORT 1,500
    GUADALUPE SCHOOLS
    ATTN VICTORIA M MORI
    340 GOSHEN STREET
    SALT LAKE CITY,UT84104     		NONE PUBLIC EARLY LEARNING CENTER 1,000
    KOSTOPULOS DREAM
    FOUNDATION
    2500 EMIGRATION CANYON
    SALT LAKE CITY,UT84108     		NONE PUBLIC SUMMER CAMP SCHOLARSHIPS 2,500
    NATIONAL ABILITY CENTER
    PO BOX 682799
    PARK CITY,UT84068     		NONE PUBLIC GENERAL SUPPORT 2,000
    ODYSSEY HOUSE
    ATTN ADAM COHEN
    344 EAST 100 SOUTH 301
    SALT LAKE CITY,UT84111     		NONE PUBLIC GENERAL SUPPORT 2,000
    PRIMARY CHILDRENS MEDICAL CENTER
    CHARITABLE FUNDING
    100 N MEDICAL DRIVE
    SALT LAKE CITY,UT84158     		NONE PUBLIC GENERAL SUPPORT 3,000
    SALT LAKE DONATED DENTAL SERVICES
    1383 S 900 W 128
    SALT LAKE CITY,UT84104     		NONE PUBLIC GENERAL SUPPORT 2,000
    SOUTH VALLEY SANCTUARY
    ATTN HEATHER MASTERTON
    PO BOX 1028
    SALT LAKE CITY,UT84084     		NONE PUBLIC GENERAL SUPPORT 2,000
    THE CHILDREN'S CENTER
    1855 EAST MEDICAL DRIVE
    SALT LAKE CITY,UT84112     		NONE PUBLIC GENERAL SUPPORT 2,000
    THE ROAD HOME
    210 S RIO GRANDE STREET
    SLAT LAKE CITY,UT84101     		NONE PUBLIC CHILDREN'S SERVICES PROGRAM 3,000
    UTAH SCHOOLS FOR DEAF & BLIND
    ATTN KIMBERLY SMALE
    742 HARRISON BLVD
    OGDEN,UT84404     		NONE PUBLIC GENERAL SUPPORT 3,000
    UTAH YOUTH VILLAGE
    5800 S HIGHLAND DRIVE
    SALT LAKE CITY,UT84121     		NONE PUBLIC FAMILIES FIRST PROGRAM 2,500
    UTAH FOOD BANK
    ATTN LINDA MOORE
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119     		NONE PUBLIC GENERAL SUPPORT 3,000
    VOLUNTEERS OF AMERICA
    HOMELESS YOUTH RESOURCE CENTER
    511 WEST 200 SOUTH 160
    SALT LAKE CITY,UT84101     		NONE PUBLIC CHILDREN'S SERVICES 3,000
    YWCA OF SALT LAKE CITY
    322 EAST 300 SOUTH
    SALT LAKE CITY,UT84111     		NONE PUBLIC CHILDREN'S ADVOCACY & INTERVENTION 3,000
    BAD DOG REDISCOVERS AMERICA
    230 SOUTH 500 WEST SUITE 220
    SALT LAKE CITY,UT84101     		NONE PUBLIC GENERAL SUPPORT 2,000
    BALLET WEST
    50 WEST 200 SOUTH
    SALT LAKE CITY,UT84101     		NONE PUBLIC GENERAL SUPPORT 2,000
    BIG BROTHERS BIG SISTERS
    OF UTAH
    151 EAST 5600 SOUTH
    SALT LAKE CITY,UT84107     		NONE PUBLIC TWO MATCHES FOR ONE YEAR 2,000
    BOYS & GIRLS CLUBS OF
    GREATER SALT LAKE
    675 EAST 2100 SOUTH
    SALT LAKE CITY,UT84106     		NONE PUBLIC PROGRAM OPERATION 2,000
    NEIGHBORHOOD HOUSE
    ATTN JANETTE SCHIMPF
    1050 WEST 500 SOUTH
    SALT LAKE CITY,UT84104     		NONE PUBLIC CHILDREN'S DAY CARE CENTER 2,000
    Total .................................bullet 3a 50,500
    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 21,709  
    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 53,145  
    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)..   74,854  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1374,854
    (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:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2011 InvestmentsCorpBondsSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVEEN HIGH INCOME BOND FD 41,671 45,281
    ROYAL BK CANADA 4/29/13 15,000 25,596
    ROYAL BK OF CANADA 5/28/13 8,000 9,653
    BARCLAYS BK PLC 5/7/14 11,470 16,273
    BNP PARIBAS 10/17/12 10,000 9,990
    BARCLAYS BANK 10/12/12 10,000 10,403
    AMER CENT DIVERSIFI BOND INS 43,753 44,370
    ISHARES JP MORGAN EM BOND 13,188 14,672

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP 2,031 2,141
    APACHE CORP    
    BANK OF AMERICA CORP 4,054 4,380
    CITIGROUP 5,443 5,268
    EXXON MOBIL 2,554 3,109
    GENERAL ELECTRIC 2,015 2,316
    GOLDMAN SACHS GROUP    
    HOME DEPOT INC 4,469 5,494
    INTEL CORP    
    INTERNATIONAL BUSINESS MACHINE 5,945 6,224
    MICROSOFT CORP 4,014 3,958
    ORACLE CORP    
    PFIZER INC 3,551 4,995
    QUALCOMM INC    
    UNITED TECHNOLOGIES CORP 1,109 2,114
    VERIZON COMMUNICATIONS    
    WELLS FARGO & CO 3,364 4,731
    ACE LIMITED 2,017 2,041
    SCHLUMBERGER LTD 4,563 4,846
    NUVEEN MID CAP GRWTH OPP 22,779 31,176
    NUVEEN REAL ESTATE 35,021 43,563
    IPATH GSCI TOTAL RETURN 4,339 4,370
    ISHARES MSCI EMERGING MKTS 15,363 13,968
    AMERICAN EUROPACIFIC GRTH #2    
    NEUBERGER BERMAN GENESIS 22,450 27,314
    PIMCO TOTAL RETURN 106,504 109,384
    SCOUT INTERNATIONAL 43,205 47,180
    ALLERGAN INC 1,992 2,014
    ANADARKO PETROLEUM 2,542 2,587
    APPLE INC 7,189 12,007
    BMC SOFTWARE 2,022 1,950
    BRISTOL MYERS SQUIBB    
    CATERPILLAR INC    
    DIRECTV    
    DOLLAR TREE 4,149 4,105
    DR. PEPPER SNAPPLE GROUP    
    EATON CORP 2,448 2,694
    FOOT LOCKER 2,089 2,450
    FREEPORT MCMORAN COPPER GOLD    
    MCKESSON CORPORATION 1,950 2,151
    OCCIDENTAL PETROLEUM 2,500 2,840
    STARBUCKS CORP 4,068 3,955
    TERADATA CORP 4,092 4,072
    WHITING PETROLEUM    
    CHECK POINT SOFTWARE    
    TYCO INTERNATIONAL    
    NUVEEN GLOBL INFRAS 44,740 48,300
    GOLDMAN SACHS 19,007 21,239
    IPATH DOW JONES UBS COMMODITY 6,353 6,234
    SPDR BARCLAYS CAPITAL 9,518 10,224
    BOEING CO 2,578 2,784
    CAPITAL ONE FINANCIAL 2,175 2,965
    CBS CORP CLASS B    
    COCA COLA COMPANY    
    DOVER CORP 2,667 2,915
    HUMANA    
    JARDEN CORP 2,069 2,061
    KELLOGG CO    
    MACYS INC 2,017 1,994
    MASTERCARD 1,205 2,257
    NATIONAL OILWELL VARCO 2,299 2,243
    NOBLE ENERGY    
    NORDSTROM INC    
    PERRIGO    
    POLARIS INDS 2,072 2,022
    PRUDENTIAL FINANCIAL 1,876 1,962
    SLM CORP 2,059 1,965
    UNITED HEALTH GROUP INC 4,007 4,100
    WYNDHAM WORLDWIDE CORP    
    INGERSOLL RAND PLC    
    ABERDEEN FDS EMRGN MKT 28,074 29,700
    CREDIT SUISSE COMM 26,398 27,078
    DRIEHAUS ACTIVE INCOME 9,924 9,386
    DRIEHAUS SELECT CREDIT FUND 11,460 10,982
    HIGHLAND LONG SHORT EQUITY    
    LAUDUS INTL MARKETMASTERS 63,033 64,949
    LOOMIS SAYLES ABS STRAT 10,787 11,051
    SPDR DJ WILSHIRE INTL 12,079 12,089
    TFS MARKET NEUTRAL FUND 7,265 7,303
    CF INDUSTRIES HOLDING INC 2,412 2,667
    CVS CAREMARK CORP 4,452 4,842
    DOW CHEM CO 1,960 1,998
    E M C CORPORATION 2,486 2,209
    EDISON INTL 2,046 2,147
    EMERSON ELEC CO 2,010 2,027
    FIFITH THIRD BANCORP 2,007 2,109
    GILEAD SCIENCES INC 2,129 2,720
    GOOGLE INC CL A 2,547 3,018
    KRAFT FOODS INC CL A 6,112 6,368
    LSI CORPORATION 2,011 1,831
    MARATHON OIL CORPORATION 3,475 3,401
    MAXIM INTEGRATED PROD INC 3,125 3,062
    P N C FINANCIAL SERVICES GR 1,979 2,019
    PIONEER NAT RES CO 2,330 2,610
    WILLIAMS COS INC 2,309 2,378
    STAPLES INC 4,068 3,468
    VALERO ENERGY CORP 2,579 2,534
    COVIDIEN PLC 2,084 2,199
    GLAXO SMITHKLINE PLC 2,202 2,173
    NIELSEN HOLDINGS NV 2,012 2,009
    BLACKROCK EMERGING MKT 2,000 1,991
    E I I INTL PPTY I 8,291 9,265
    EATON VANCE GLOBAL MACRO FD CL 5,336 5,413
    FORWARD INTERNATIONAL R/E 8,121 8,849
    INV BALANCE RISK COMM STR Y 5,776 5,796
    TURNER SPECTRUM FUND INSTL 4,530 4,497
    NUVEEN INFLATION PRO SEC CL 37,101 38,198
    PYXIS LONG SHORT EQUIT Z 8,928 9,418

    TY 2011 OtherIncreasesSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Description Amount
    ADJUSTMENT FOR ROUNDING 3
    RECEIVED VS REPORTED SECURITIES PY 448


    TY 2011 TaxesSchedule
    Name:
    JOHN AND DORA LANG CHARITABLE FOUNDATION
    EIN: 87-6115493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 379 0   0
    FEDERAL ESTIMATES - PRINCIPAL 606 0   0
    FOREIGN TAXES ON QUALIFIED FOR 493 493   0
    FOREIGN TAXES ON NONQUALIFIED 63 63   0