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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 09-01-2012 , and ending 08-31-2013
Name of foundation
MFA OIL FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 519   Room/suite
City or town, state, and ZIP code
COLUMBIA, MO652050519
A Employer identification number

43-1831800
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,064,645J 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 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...... 66,636 66,636 66,636
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 146,562
b Gross sales price for all assets on line 6a 1,624,450
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10,000   10,000
12 Total. Add lines 1 through 11........ 223,198 66,636 76,636
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,258      
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 22,608      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,866 0   0
25 Contributions, gifts, grants paid........ 150,800 150,800
26 Total expenses and disbursements. Add lines 24 and 25 174,666 0   150,800
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,532
b Net investment income (if negative, enter -0-) 66,636
c Adjusted net income (if negative, enter -0-)... 76,636
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 21,138 28,668 28,668
2 Savings and temporary cash investments..........      
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)      
b Investments—corporate stock (attach schedule)........ 2,883,825 Click to see attachment3,035,977 3,035,977
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
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) 2,904,963 3,064,645 3,064,645
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.................... 2,904,963 3,064,645
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    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,904,963 3,064,645
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,904,963 3,064,645
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 2,904,963
2 Enter amount from Part I, line 27a..................... 2 48,532
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 111,150
4 Add lines 1, 2, and 3.......................... 4 3,064,645
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 3,064,645
Form 990-PF (2012)
Form 990-PF (2012)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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 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))
2011 132,425    
2010 111,358    
2009 101,723 2,291,226 0.044397
2008 104,300 1,886,121 0.055299
2007 102,416 2,153,058 0.047568
2 Total of line 1, column (d) ...................... 2 0.147264
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 0.049088
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 2,941,006
5 Multiply line 4 by line 3....................... 5 144,368
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 666
7 Add lines 5 and 6......................... 7 145,034
8 Enter qualifying distributions from Part XII, line 4.............. 8 150,800
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1 666
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  
3 Add lines 1 and 2............................ 3 666
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- ..... 5 666
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 610
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.............. 7 610
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 57
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 2013 estimated taxBullet   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
     
    No
    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 instructions)
    bullet
    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
     
     
    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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 ofbulletGAYLE BAILEY Telephone no.bullet (573) 442-0171
    Located atbulletONE RAY YOUNG DRIVECOLUMBIAMO ZIP+4bullet65201
    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 2012, 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 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 (2012)
    Form 990-PF (2012)
    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
     
     
    .........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 2012?.............
    1c
     
     
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 instructions.) ..............
    2b
     
     
    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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 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
    KENNETH K CASPALLClick to see attachment CHAIRMAN
    1.00     		0 0 0
    ONE RAY YOUNG DRIVE
    ONE RAY YOUNG DRIVE
    COLUMBIA,MO65201
    JOE CASEClick to see attachment MEMBER
    1.00     		0 0 0
    625 DENT COUNTY RD 2030
    625 DENT COUNTY RD 2030
    ROLLA,MO65301
    TOM MAYClick to see attachment V. CHAIRMAN
    1.00     		0 0 0
    ONE RAY YOUNG DRIVE
    ONE RAY YOUNG DRIVE
    COLUMBIA,MO65201
    KEVIN BUCKSTEADClick to see attachment MEMBER
    1.00     		0 0 0
    905 SW 1301
    905 SW 1301
    HOLDEN,MO64040
    KEITH FORBESClick to see attachment MEMBER
    1.00     		0 0 0
    733 HWY DD
    733 HWY DD
    CUBA,MO65453
    RUSTY WAYMANClick to see attachment MEMBER
    1.00     		0 0 0
    16955 FOUNTAIN RD
    16955 FOUNTAIN RD
    NOVINGER,MO63559
    JEROME TAYLORClick to see attachment MEMBER
    1.00     		0 0 0
    ONE RAY YOUNG DRIVE
    ONE RAY YOUNG DRIVE
    COLUMBIA,MO65201
    BEVERLY TWELLMANClick to see attachment SEC/TREASURE
    1.00     		0 0 0
    ONE RAY YOUNG DRIVE
    ONE RAY YOUNG DRIVE
    COLUMBIA,MO65201
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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  
    3 Five highest-paid independent contractors for professional services (see 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.............bullet  
    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 GRANTS TO NON PROFIT ORGANIZATIONS LOCATED PRIMARILY IN RURAL AREAS OF THE STATE OF MISSOURI. 148,800
    2 AWARD A SCHOLARSHIP TO A STUDENT, DALE CREACH SCHOLARSHIP 2,000
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    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 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
    2,942,420
    b
    Average of monthly cash balances.......................
    1b
    43,373
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,985,793
    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
    2,985,793
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    44,787
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,941,006
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    147,050
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    147,050
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    666
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    666
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    146,384
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    146,384
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    146,384
    Part XII
    Qualifying Distributions (see 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
    150,800
    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
    150,800
    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 instructions).................
    5
    666
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    150,134
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 146,384
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 130,264
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 150,800
    a Applied to 2011, but not more than line 2a 130,264
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 20,536
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (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  
    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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		125,848
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 or e-mail of the person to whom applications should be addressed:
    MFA FOUNDATION
    201 RAY YOUNG DRIVE
    COLUMBIA,MO65201
    (573) 876-0364
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    HENRY COUNTY R-I SCHOOL DIST WINDS
    210 NORTH STREET
    210 NORTH STREET
    WINDSOR,MO65360     		    SHELTER HOUSE AT FARRINGTON PARK 2,000
    MO DEVELOPMENT FINANCE BOARD
    PO BOX 567
    P O BOX 567
    JEFFERSON CITY,MO65102     		    STATE FAIR COLISEUM ANNEX ARENA 20,000
    CITY OF ELSBERRY MO
    201 BROADWAY
    201 BROADWAY
    ELSBERRY,MO63343     		    VOYAGER MINI-PLAY SYSTEM FOR PARK 2,000
    SULLIVAN CO MULTI-PURPOSE SENIOR C
    111 N MARKET
    111 N MARKET
    MILAN,MO63556     		    REPAIR/UPGRADE FLOOR 2,000
    PHELPS CO FAIR INC
    PO BOX 833
    P O BOX 833
    ROLLA,MO65402     		    REPAIR TRUSSES / PURCHASE WASH RACK, 2,000
    FAMILIES ASSISTED IN TRANSITIONAL H
    1007 S SECOND
    1007 S SECOND
    CLINTON,MO64735     		    PLAY EQUIPMENT AT NEW SHELTER 1,100
    LEESVILLE R-9 SCHOOL DISTRICT
    823 SE HIGHWAY 7
    823 SE HIGHWAY 7
    CLINTON,MO64735     		    PURCHASE 37 KINDLE E-READERS 2,000
    IMMACULATE CONCEPTION SCHOOL
    P O BOX 68
    P O BOX 68
    LOOSE CREEK,MO65054     		    PURCHASE 3 LAPTOP COMPUTERS 2,000
    LEWIS CLARK MIDDLE SCHOOL
    325 LEWIS CLARK DR
    325 LEWIS CLARK DR
    JEFFERSON CITY,MO65101     		    PURCHASE INTERACTIVE WHITEBOARD 2,000
    KING CITY COMMUNITY BETTERMENT
    PO BOX 189
    P O BOX 189
    KING CITY,MO64463     		    RENOVATE TRACK FACILITY 2,000
    CITY OF PILOT GROVE FIRE DEPARTMENT
    213 COLLEGE STREET
    213 COLLEGE STREET
    PILOT GROVE,MO65276     		    REPLACE SIX RADIOS 2,000
    MACON COUNTY R-IV SCHOOL AG DEPT
    501 SOUTH MAIN ST
    501 SOUTH MAIN ST
    NEW CAMBRIA,MO63558     		    CONSTRUCT GREENHOUSE 2,000
    DOLAN-WEST DOLAN FIRE PROTECTION DI
    PO BOX 358
    P O BOX 358
    FREEMAN,MO64746     		    PURCHASE RADIOS & GENERATORS 2,000
    ADAIR CO R-II SCHOOL PARENT-TEACH
    205 W DEWEY ST
    205 W DEWEY ST
    BRASHEAR,MO63533     		    PLAYGROUND STRUCTURE 2,000
    CITY OF LENOX IA YOUTH SPORTS
    209 W MICHIGAN ST
    209 W MICHIGAN ST
    LENOX,IA50851     		    SOFTBALL/BASEBALL FIELDS 2,000
    MACON SENIOR CENTER
    P O BOX 235
    P O BOX 235
    MACON,MO63552     		    EQUIPMENT FOR CENTER 2,000
    JAMESTOWN C-1 PARENT TEACHER ORGANI
    222 SCHOOL STREET
    222 SCHOOL STREET
    JAMESTOWN,MO65046     		    UPDATE COMPUTER LAB 2,000
    WRIGHT CITY POLICE DEPARTMENT
    203 VETERANS MEMORIAL PK
    203 VETERANS MEMORIAL PK
    WRIGHT CITY,MO63390     		    K-9 UNIT 2,000
    LONG LANE VOLUNTEER FIRE DEPARTMENT
    1666 STATE HWY 32
    1666 STATE HWY 32
    LONG LANE,MO65590     		    REPLACING PUMP, HOSE, REEL & NOZZLE 1,800
    STOUTLAND SENIOR CITIZENS ORGANIZAT
    306 S HWY T
    306 S HWY T
    STOUTLAND,MO65567     		    NEW KITCHEN CABINETS 2,000
    MARCELINE R-V HIGH SCHOOL AG DEPT
    314 E SANTA FE AVE
    314 E SANTA FE AVE
    MARCELINE,MO64658     		    TOOLS FOR NEW AGRICULTURE EDUCATION 2,000
    WARSAW SENIOR CENTER
    PO BOX 1480
    P O BOX 1480
    WARSAW,MO65355     		    PURCHASE ICE MACHINE FOR CENTER 2,000
    AMERICAN LEGION GREEN HILLS POST 5
    26325 MAPLE DRIVE
    26325 MAPLE DRIVE
    BUCKLIN,MO64631     		    ROOF REPAIR 2,000
    WASHINGTON CO COUNCIL ON AGING - SA
    109 LAWRENCE ST
    109 LAWRENCE ST
    POTOSI,MO63664     		    PURCHASE ICE MACHINE FOR CENTER 2,000
    WILLOW SPRINGS HEAD START
    409 WEST MAIN
    409 WEST MAIN
    WILLOW SPRINGS,MO65793     		    PURCHASE FREEZER AND SINK FOR KITCHE 1,400
    ST JOSEPH CATHOLIC SCHOOL
    401 E KELLETT ST
    104 E KELLETT ST
    MARTINSBURG,MO65264     		    LAPTOP COMPUTERS AND SOFTWARE 2,000
    HURLEY BAPTIST CHURCH
    PO BOX 341
    P O BOX 341
    HURLEY,MO65675     		    PURCHASE AND INSTALL BASKETBALL GOAL 2,000
    HARVEST HOUSE INC
    PO BOX 223
    P O BOX 223
    BOONEVILLE,MO65233     		    HVAC SYSTEM INSTALLATION 2,000
    ARROW ROCK COMMUNITY FIRE DEPT
    PO BOX 46
    P O BOX 46
    ARROW ROCK,MO65320     		    PURCHASE MULTI-GAS MONITOR 1,300
    RINEHART CHRISTIAN CHURCH
    9443 SOUTH 900 RD
    94443 SOUTH 900 RD
    RICHARDS,MO64778     		    BASKETBALL GOALS & SPORTS EQUIPMENT 2,000
    RINGGOLD COUNTY FAIR
    1549 250TH AVENUE
    1549 250TH AVENUE
    TINGLEY,IA50863     		    PURCHASE FIRE EXTINGUISHERS & SIGNS 500
    WILLIAM BRADFORD CHRISTIAN SCHOOL
    2320 NE 1ST ST
    2320 NE 1ST ST
    PRYOR,OK74361     		    PURCHASE OF CHAIRS 2,000
    MACON COUNTY MINISTRIES
    PO BOX 578
    P O BOX 578
    MACON,MO63552     		    LAPTOP COMPUTER & PRINTER 1,000
    FRIENDS OF WEAUBLEAU PARK
    517 WEST BROOK AVE
    517 WEST BROOK AVE
    WEAUBLEAU,MO65774     		    MATERIALS FOR PLAYGROUND AT PARK 2,000
    TYRONE RURAL VOLUNTEER FIRE DEPT
    PO BOX 22
    P O BOX 22
    ELK CREEK,MO65464     		    POSITIVE PRESSURE VENTILATION FAN 1,000
    GOOSE CREEK LAKE FIRE DEPARTMENT
    9103 BEACH DR
    9103 BEACH DR
    FRENCH VILLAGE,MO63036     		    EQUIPMENT FOR FIRE TRUCK 2,000
    SARCOXIE FIRE DEPARTMENT
    PO BOX 130
    P O BOX 130
    SARCOXIE,MO64862     		    RADIOS 2,000
    CANTON R-V SCHOOL DAYCARE
    200 S 4TH ST
    200 S 4TH ST
    CANTON,MO63435     		    SMARTBOARD 2,000
    DADEVILLE RURAL FIRE PROTECTION DIS
    102 E MAIN
    102 E MAIN
    DADEVILLE,MO65635     		    GARAGE DOOR OPENERS & INSULATION 2,000
    WICKLIFFE ELEMENTARY SCHOOL
    11176 E 470 RD
    11176 E 470 RD
    SALINA,OK74365     		    GREENHOUSE 1,500
    POLLOCK AREA COMMUNITY CENTER
    506 C STREET
    506 C STREET
    POLLOCK,MO63560     		    TABLES FOR COMMUNITY CENTER 1,700
    CITY OF BROOKFIELD PARKS RECREATI
    116 WEST BROOKS
    116 WEST BROOKS
    BROOKFIELD,MO64628     		    BALL FIELD IMPROVEMENT 2,000
    LEWIS COUNTY AGRICULTURAL FAIR ASSO
    18725 STATE HWY 16
    18725 STATE HWY 16
    LEWISTOWN,MO63452     		    REPLACE ROOF ON BEEF BARN 2,000
    CHARITON COUNTY HISTORICAL SOCIETY
    115 E 2ND STREET
    115 E 2ND STREET
    SALISBURY,MO65281     		    NEW, MORE EFFICIENT LIGHTS 1,000
    ELDON SCHOOL DISTRICT - ELDON FFA
    112 SOUTH PINE
    112 SOUTH PINE
    ELDON,MO65026     		    AGRICULTURAL DISPLAY FOR FACILITY 2,000
    SHELBY COMMUNITY FIRE DEPARTMENT
    15 SOUTH WASHINGTON
    15 SOUTH WASHINGTON
    SHELBYVILLE,MO63469     		    BUNKER GEAR 2,000
    WILLOW SPRINGS LIONS CLUB
    P O BOX 87
    P O BOX 87
    WILLOW SPRINGS,MO65793     		    SAFETY GEAR FOR MIGHTY MITE FOOTBALL 1,500
    DAWN FIRE FIGHTERS ASSOCIATION
    P O BOX 138
    P O BOX 138
    DAWN,MO64638     		    TURNOUT GEAR FOR TWO FIREFIGHTERS 2,000
    VALLE SCHOOLS FOUNDATION
    51 STE GENEVIEVE DR
    51 STE GENEVIEVE DR
    STE GENEVIEVE,MO63670     		    BLEACHERS FOR BALL FIELD 2,000
    COOPER COUNTY FIRE PROTECTION DISTR
    17010 HWY 87
    17010 HWY 87
    BOONEVILLE,MO65233     		    SKID UNIT FOR BRUSH TRUCK 2,000
    OTTERVILLE SENIOR CENTER
    504 N LOCUST ST
    504 N LOCUST ST
    OTTERVILLE,MO65348     		    REPLACE SUB-FLOOR & CARPETING 2,000
    CLINTON CHRISTIAN ACADEMY
    271 WEST DIVISION RD
    271 WEST DIVISION RD
    CLINTON,MO64735     		    PLAYGROUND EQUIPMENT & MULCH 2,000
    WINNIGAN COMMUNITY FIRE DEPARTMENT
    32757 HWY 129
    32757 HWY 129
    WINNIGAN,MO63566     		    PURCHASE PUMP FOR FIRE/RESCUE TRUCK 2,000
    LONOKE FIRE DEPARTMENT
    107 WEST SECOND
    107 WEST SECOND
    LONOKE,AR72086     		    GRAIN BIN RESCUE EQUIPMENT 2,000
    DALE H CREACH SCHOLARSHIP 2013
    201 RAY YOUNG DR
    201 RAY YOUNG DR
    COLUMBIA,MO65201     		    DALE H. CREACH SCHOLARSHIP (2013) 2,000
    HERMANN VOLUNTEER FIRE DEPARTMENT
    1634 WEEKS RD
    1634 WEEKS RD
    HERMANN,MO65041     		    THERMAL IMAGING CAMERA 2,000
    ST ANDREW SCHOOL
    118 E COOPER
    118 E COOPER
    TIPTON,MO65081     		    INTERCOM SYSTEM 2,000
    MISSOURI FARMERS CARE
    PO BOX 104778
    P O BOX 104778
    JEFFERSON CITY,MO65110     		    2013 EDUCATION PROGRAMS 5,000
    COLUMBIA COLLEGE
    1001 ROGERS ST
    1001 ROGERS ST
    COLUMBIA,MO65201     		    SCIENCE BUILDING 2,000
    SCHUYLER COUNTY JR LIVESTOCK SHOW
    ROUTE 1 BOX 108
    ROUT 1 BOX 108
    QUEEN CITY,MO63561     		    AWNING COVER OVER SHOW RING 2,000
    MARBLE HILL PARK SYSTEM
    302 UNION
    302 UNION
    MARBLE HILL,MO63764     		    PLAYGOUND EQUIPMENT FOR CITY PARK 2,000
    THE WADE KNOX CHILDREN'S ADVOCACY C
    1835 SW FRONT STREET
    1835 SW FRONT STREET
    LONOKE,AR72086     		    EQUIPMENT FOR INTERVIEW ROOM 2,000
    CITY OF CARLISLE - PARK RECREATIO
    P O BOX 49
    P O BOX 49
    CARLISLE,AR72024     		    NEW SWING SET FOR PARK 2,000
    OZARK ACTION INC MOUNTAIN GROVE H
    507 W 5TH ST
    507 W 5TH ST
    MOUNTAIN GROVE,MO65711     		    AUDIOMETER 1,000
    CITY OF STEELE - PARKS RECREATION
    101 S WALNUT ST
    101 S WALNUT ST
    STEELE,MO63877     		    IMPROVE PARK FACILITIES (SIGN, FLAG 2,000
    CENTERVILLE VOLUNTEER FIREFIGHTERS
    314 E MAPLE ST
    314 E MAPLE ST
    CENTERVILLE,IA52544     		    EXTRICATION CUTTER 2,000
    MO COMMUNITY BETTERMENT EDUC FUND I
    903 S 3RD STREET
    903 S 3RD STREET
    CLINTON,MO64735     		    GOLD SPONSORSHIP 5,000
    AVENUES INC
    PO BOX 284
    P O BOX 284
    HANNIBAL,MO63401     		    OUTDOOR SAFE PLAY AREA 2,000
    Total .................................bullet 3a 150,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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....         66,636
    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         146,562
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMO TAX CREDIT TO MFA OIL         10,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..     223,198
    13Total. Add line 12, columns (b), (d), and (e)..................
    13223,198
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 CompensationExplanation
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Person Name Explanation
    KENNETH K CASPALL  
    JOE CASE  
    TOM MAY  
    KEVIN BUCKSTEAD  
    KEITH FORBES  
    RUSTY WAYMAN  
    JEROME TAYLOR  
    BEVERLY TWELLMAN  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    ASTRAZENECA   PURCHASE 2012-09   30,000 32,854     -2,854  
    AARONS   PURCHASE 2012-09   851 898     -47  
    DOLBY LABORATORIES   PURCHASE 2012-09   1,049 1,101     -52  
    CHEVRON CORP   PURCHASE 2012-09   1,165 1,062     103  
    CONOCO PHILLIPS   PURCHASE 2012-09   1,441 1,309     132  
    DISCOVER FINANCIAL   PURCHASE 2012-09   1,568 859     709  
    SELECT SECTORS   PURCHASE 2012-09   1,772 1,747     25  
    METLIFE INC   PURCHASE 2012-09   1,063 1,400     -337  
    JOHNSON & JOHNSON   PURCHASE 2012-09   1,378 1,300     78  
    SYMANTEC CORP   PURCHASE 2012-09   768 677     91  
    BAYER A G SPONSORED   PURCHASE 2012-09   1,283 902     381  
    DEUTSCHE TELEKOM   PURCHASE 2012-09   1,010 913     97  
    PROSHARES SHORT S & P   PURCHASE 2012-09   3,192 3,592     -400  
    NICE SYSTEMS LTD   PURCHASE 2012-09   27,854 31,619     -3,765  
    BABCOCK & WILCOX CO   PURCHASE 2012-09   17,308 17,667     -359  
    PUBLIC SVC   PURCHASE 2012-10   32,276 32,755     -479  
    JOHNSON & JOHNSHON   PURCHASE 2012-10   34,779 31,855     2,924  
    CLOROX CO   PURCHASE 2012-10   35,000 37,195     -2,195  
    IMPERIAL TOBACCO   PURCHASE 2012-10   2,904 2,819     85  
    EXXON MOBIL CORP   PURCHASE 2012-10   2,729 2,356     373  
    SELECT SECTORS   PURCHASE 2012-10   3,652 3,653     -1  
    KEY CORP NEW   PURCHASE 2012-10   2,303 2,019     284  
    WELLS FARGO   PURCHASE 2012-10   2,811 2,301     510  
    MCKESSON CORP   PURCHASE 2012-10   2,665 2,117     548  
    3M CO   PURCHASE 2012-10   2,797 2,606     191  
    SELECT SECTORS   PURCHASE 2012-10   2,747 2,666     81  
    UNITED HEALTH GROUP   PURCHASE 2012-10   1,424 860     564  
    MICROSOFT CORP   PURCHASE 2012-10   3,039 2,782     257  
    AARONS INC.   PURCHASE 2012-10   1,895 2,097     -202  
    DOLBY LABORATORIES   PURCHASE 2012-10   1,913 2,202     -289  
    CAREMARK CORP   PURCHASE 2012-10   2,639 2,104     535  
    INGREDION INC   PURCHASE 2012-10   1,659 790     869  
    CHEVRON CORP   PURCHASE 2012-10   2,248 1,698     550  
    CONOCO PHILLIPS   PURCHASE 2012-10   2,001 1,810     191  
    OIL CO LUKOIL   PURCHASE 2012-10   2,785 2,653     132  
    ROYAL DUTCH SHELL   PURCHASE 2012-10   2,409 2,428     -19  
    DISCOVER FINANCIAL   PURCHASE 2012-10   2,350 1,289     1,061  
    METLIFE INC   PURCHASE 2012-10   2,943 3,968     -1,025  
    PRUDENTIAL FINANCIAL   PURCHASE 2012-10   2,806 2,740     66  
    REINUSRANCE GROUP   PURCHASE 2012-10   2,910 2,510     400  
    TORCHMARK CORP   PURCHASE 2012-10   3,042 2,430     612  
    BRISTOL MYERS SQUIBB   PURCHASE 2012-10   2,491 2,366     125  
    CIGNA CORPORATION   PURCHASE 2012-10   3,173 2,851     322  
    LILLY ELI & GO   PURCHASE 2012-10   3,515 2,637     878  
    MERCK & CO INC   PURCHASE 2012-10   3,413 2,811     602  
    PFIZER INC   PURCHASE 2012-10   3,132 2,396     736  
    ST JUDE MEDICAL   PURCHASE 2012-10   2,324 2,098     226  
    DOVER CORPORATION   PURCHASE 2012-10   2,759 2,610     149  
    GENERAL DYNAMICS   PURCHASE 2012-10   1,955 2,050     -95  
    NORTHROP GRUMMAN   PURCHASE 2012-10   2,729 2,548     181  
    ADOBE SYSTEMS INC   PURCHASE 2012-10   2,983 2,679     304  
    CHECK POINT SOFTWARE   PURCHASE 2012-10   1,366 712     654  
    SYMANTEC CORP   PURCHASE 2012-10   2,727 2,625     102  
    SYNOPSYS INC   PURCHASE 2012-10   2,878 2,414     464  
    BAYER AG SPONSORED   PURCHASE 2012-10   2,611 1,805     806  
    LYONDELLBASELL   PURCHASE 2012-10   2,030 1,188     842  
    CHINA MOBILE LTD   PURCHASE 2012-10   2,168 1,957     211  
    DEUTSCHE TELEKOM   PURCHASE 2012-10   2,664 2,569     95  
    AMERICAN ELECTRONIC   PURCHASE 2012-10   2,865 2,499     366  
    LYONDELL BASELL   PURCHASE 2012-10   39,484 21,491     17,993  
    SELECT SECTORS   PURCHASE 2012-11   30,639 31,103     -464  
    ST JUDE MEDICAL INC   PURCHASE 2012-11   27,043 33,007     -5,964  
    ABBOTT   PURCHASE 2012-11   35,000 38,033     -3,033  
    DOLBY LABORATORIES   PURCHASE 2012-12   31,337 31,875     -538  
    ADOBE SYSTEMS INC   PURCHASE 2013-01   43,010 28,467     14,543  
    AMERICAN ELECTRONIC   PURCHASE 2013-01   33,807 29,346     4,461  
    DIAGEO   PURCHASE 2013-01   40,000 43,233     -3,233  
    PROSHARES SHORT   PURCHASE 2013-01   32,547 37,820     -5,273  
    IMPERIAL TOBACCO   PURCHASE 2013-01   33,838 27,339     6,499  
    AFLAC INC   PURCHASE 2013-02   32,458 32,868     -410  
    BAYER AG SPONSORED   PURCHASE 2013-02   16,742 10,700     6,042  
    PROSHARES SHORT   PURCHASE 2013-02   35,814 41,849     -6,035  
    HEWLETT PACKARD   PURCHASE 2013-03   30,000 32,308     -2,308  
    PROSHARES SHORT   PURCHASE 2013-03   17,372 19,552     -2,180  
    SELECT SECTORS   PURCHASE 2013-03   78,545 66,540     12,005  
    METLIFE INC   PURCHASE 2013-04   12,924 15,298     -2,374  
    DEERE JOHN   PURCHASE 2013-04   100,000 100,556     -556  
    SUNCOR ENERGY CO   PURCHASE 2013-04   32,818 37,972     -5,154  
    SYMANTEC CORP   PURCHASE 2013-04   16,866 11,694     5,172  
    GENERAL DYNAMICS   PURCHASE 2013-04   25,633 20,977     4,656  
    BAYER A G SPONSORED   PURCHASE 2013-04   38,304 20,506     17,798  
    BRISTOL MEYER   PURCHASE 2013-05   34,348 27,241     7,107  
    CIGNA CORPORATION   PURCHASE 2013-05   14,501 9,529     4,972  
    PFIZER INC   PURCHASE 2013-05   11,742 7,508     4,234  
    LILLY ELI & CO   PURCHASE 2013-05   7,658 5,274     2,384  
    PFIZER INC   PURCHASE 2013-05   34,854 22,076     12,778  
    PROSHARES SHORT   PURCHASE 2013-05   30,760 37,265     -6,505  
    MERCK & CO INC   PURCHASE 2013-05   40,078 32,488     7,590  
    US TREASURY   PURCHASE 2013-05   25,540 24,969     571  
    MCKESSON CORP   PURCHASE 2013-06   42,794 17,292     25,502  
    3M CO   PURCHASE 2013-06   40,656 31,621     9,035  
    MYRIAD GENETICS   PURCHASE 2013-06   19,046 19,355     -309  
    CHINA MOBILE LTD   PURCHASE 2013-06   23,728 23,635     93  
    ISHARES RUSSELL   PURCHASE 2013-07   96,129 91,985     4,144  
    ROYAL BK   PURCHASE 2013-07   35,000 35,055     -55  
    INGREDION INC   PURCHASE 2013-08   32,977 12,840     20,137  
    FLIR SYS INC   PURCHASE 2013-08   24,799 18,878     5,921  
    BROADCOM CORP   PURCHASE 2013-08   25,448 34,925     -9,477  

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 1,849,036 1,849,036
    FIXED INCOME SECURITIES 1,032,550 1,032,550
    CASH FUNDS 143,492 143,492
    ACCRUED INCOME 10,899 10,899

    TY 2012 OtherExpensesSchedule
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    CUSTODIAL FEES 20,962      
    BANK CHARGES 64      
    ANNUAL REGISTRATION 25      
    TAX PREPARATION 925      
    OFFICE EXPENSES 632      


    TY 2012 OtherIncomeSchedule2
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MO TAX CREDIT TO MFA OIL 10,000   10,000


    TY 2012 OtherIncreasesSchedule
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Description Amount
    NET UNREALIZED GAINS 111,150


    TY 2012 TaxesSchedule
    Name:
    MFA OIL FOUNDATION
    EIN: 43-1831800
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX        
    FOREIGN TAX 714      
    ESTIMATED EXCISE TAX 544