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 01-01-2012 , and ending 12-31-2012
Name of foundation
WINTHROP FRANCES LANE FOUND 58001790
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 64713 TRUST TAX SERVICES   Room/suite
City or town, state, and ZIP code
ST PAUL, MN551640713
A Employer identification number

47-0581778
B Telephone number (see instructions)

(402) 963-2156
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$3,099,462J 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...... 99,308 99,308  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,288
b Gross sales price for all assets on line 6a 3,170,388
7 Capital gain net income (from Part IV, line 2)... 198,288
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........ 297,596 297,596  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,073 32,558 0 8,515
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,096 1,076   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.......... 43,169 33,634 0 8,515
25 Contributions, gifts, grants paid........ 245,500 245,500
26 Total expenses and disbursements. Add lines 24 and 25 288,669 33,634 0 254,015
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,927
b Net investment income (if negative, enter -0-) 263,962
c Adjusted net income (if negative, enter -0-)... 0
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...............      
2 Savings and temporary cash investments.......... 158,530 29,112 29,112
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 300,265    
b Investments—corporate stock (attach schedule)........ 1,720,929 Click to see attachment2,042,597 2,133,743
c Investments—corporate bonds (attach schedule)........ 806,711 Click to see attachment922,114 934,182
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) Click to see attachment537 Click to see attachment2,425 Click to see attachment2,425
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,986,972 2,996,248 3,099,462
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)   Click to see attachment349
23 Total liabilities (add lines 17 through 22)..........   349
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,465,347 1,465,347
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,521,625 1,530,552
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,986,972 2,995,899
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,986,972 2,996,248
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 2,986,972
2 Enter amount from Part I, line 27a..................... 2 8,927
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,995,899
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 2,995,899
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.)
1 a 100000. CREDIT SUIS USA 6.500% 1/15/12   2002-03-26 2012-01-15
b 9107.468 PIMCO TOTAL RETURN FUND INST   2012-01-10 2012-01-19
c 684. WILLIAMS SONOMA INC   2011-10-21 2012-01-27
d 469. KELLOGG CO   2011-08-08 2012-02-08
e 2000. ORACLE CORPORATION   2007-06-20 2012-02-08
472. TERADATA CORP DEL   2010-09-21 2012-02-08
7180.145 DRIEHAUS ACTIVE INCOME FUND   2011-05-25 2012-02-09
1389. ISHARES DJ SELECT DIVIDEND E T F   2011-10-06 2012-02-09
100000. F N M A M T N 5.000% 2/16/12   2007-05-23 2012-02-16
215. EXXON MOBIL CORP   2005-01-14 2012-03-01
1000. P G E CORP   2005-03-03 2012-03-01
100000. GOLDMAN SACHS GROUP 5.000% 10/01/14   2009-08-26 2012-03-08
100000. IBM CORP 4.750% 11/29/12   2005-05-27 2012-03-08
100000. WACHOVIA CORP 4.875% 2/15/14   2004-12-08 2012-03-08
1072. WYNDHAM WORLDWIDE CORP   2011-10-27 2012-03-15
800. CATERPILLAR INC   2010-07-28 2012-03-22
249. NATIONAL OILWELL VARCO INC   2010-11-24 2012-03-22
716. FREEPORT MCMORAN COPPER GOLD   2011-04-27 2012-03-29
. NET PROCEEDS CLASS ACTION SUIT     2012-04-17
609. DISCOVERY COMMUNICATIONS INC CL A   2011-10-20 2012-05-03
2226.18 PIMCO TOTAL RETURN FUND INST   2011-04-06 2012-05-03
1016. CHECK POINT SOFTWARE TECH LTD   2010-09-24 2012-05-03
2621. DANA HOLDING CORP   2012-03-08 2012-05-08
251. DOVER CORP   2011-01-14 2012-05-08
18. MASTERCARD INC   2011-12-07 2012-05-08
239. SCHLUMBERGER LTD   2009-09-17 2012-05-08
200000. F H L M C M T N 4.875% 11/15/13   2004-08-10 2012-05-09
1198. ISHARES DJ SELECT DIVIDEND E T F   2011-10-06 2012-05-24
413. ISHARES RUSSELL 2000 INDEX E T F   2011-10-27 2012-05-24
659. NOBLE ENERGY INC   2012-01-19 2012-05-24
1200. J P MORGAN CHASE CO   2009-03-10 2012-05-29
347. BRISTOL MYERS SQUIBB CO   2011-11-28 2012-07-10
36. GOOGLE INC CL A   2012-01-19 2012-07-10
760. INTEL CORP   2006-08-10 2012-07-10
2044. PFIZER INC   2010-09-10 2012-07-10
348. PFIZER INC   2011-12-07 2012-07-10
174. SCHLUMBERGER LTD   2009-09-17 2012-07-10
800. WHITING PETROLEUM CORP   2011-10-06 2012-07-10
246. ANADARKO PETROLEUM CORP   2010-12-31 2012-07-24
4004.806 NUVEEN SMALL CAP GWTH OPP CL I   2012-02-08 2012-07-24
686. INGERSOLL RAND PLC   2012-01-19 2012-07-24
1240. INTEL CORP   2006-08-10 2012-07-26
903. BRISTOL MYERS SQUIBB CO   2011-11-28 2012-08-06
415. UNITED HEALTH GROUP INCORPORATED   2010-11-03 2012-08-06
316. HUMANA INC   2011-08-30 2012-08-29
7215.524 NUVEEN HIGH INCOME BOND FD CL I   2012-05-24 2012-09-06
1179. QEP RESOURCES INC   2012-08-06 2012-09-06
4549.38 TFS MARKET NEUTRAL FUND   2011-06-08 2012-09-06
524. VERIZON COMMUNICATIONS INC   2011-12-07 2012-09-06
713. VERIZON COMMUNICATIONS INC   2011-08-08 2012-09-06
25. DOVER CORP   2011-10-06 2012-10-05
211. DOVER CORP   2011-01-14 2012-10-05
103. EDISON INTL   2012-08-08 2012-10-05
159. EMERSON ELEC CO   2012-03-01 2012-10-05
58. EXXON MOBIL CORP   2005-01-14 2012-10-05
623. MACYS INC   2012-01-19 2012-10-05
856. MARATHON OIL CORPORATION   2012-08-29 2012-10-05
36. MASTERCARD INC   2011-12-07 2012-10-05
110. NATIONAL OILWELL VARCO INC   2010-11-24 2012-10-05
155. PIONEER NAT RES CO   2011-11-28 2012-10-05
59. PRUDENTIAL FINANCIAL INC   2012-01-19 2012-10-05
295. PRUDENTIAL FINANCIAL INC   2011-02-03 2012-10-05
1657. SLM CORP   2012-01-19 2012-10-05
677. STAPLES INC   2012-03-29 2012-10-05
354. STARBUCKS CORP   2012-08-08 2012-10-05
2195. TYSON FOODS INC CL A   2012-08-06 2012-10-05
1049. MICROSOFT CORP   2012-03-01 2012-10-25
380. P N C FINANCIAL SERVICES GROUP INC   2012-10-05 2012-10-25
189. TERADATA CORP DEL   2012-08-06 2012-10-25
501. INGERSOLL RAND PLC   2012-01-19 2012-10-25
871. NIELSEN HOLDINGS N V   2012-01-19 2012-10-25
806. IPATH GSCI TOTAL RETURN   2007-07-12 2012-10-31
371. BOEING CO   2012-10-05 2012-10-31
288. CAPITAL ONE FINANCIAL CORP   2012-08-06 2012-10-31
312. DOW CHEM CO   2012-05-08 2012-10-31
6360.032 DRIEHAUS ACTIVE INCOME FUND   2011-05-25 2012-10-31
147. EXXON MOBIL CORP   2005-01-14 2012-10-31
5655.466 PIMCO TOTAL RETURN FUND INST   2011-04-06 2012-10-31
1870.672 T ROWE PRICE SC STOCK   2005-09-07 2012-10-31
699.423 SCOUT INTERNATIONAL FUND   2011-02-15 2012-10-31
644. WELLS FARGO CO   2012-10-05 2012-10-31
26. APPLE INC   2012-10-05 2012-11-19
190. GILEAD SCIENCES INC   2012-07-10 2012-11-19
281. GLAXO SMITHKLINE P L C A D R   2012-08-06 2012-11-19
227. HOME DEPOT INC   2012-10-25 2012-11-19
1343. LSI CORPORATION   2012-08-08 2012-11-19
153. SCHLUMBERGER LTD   2009-09-17 2012-11-19
538. VALERO ENERGY CORP   2012-10-05 2012-11-19
481. WILLIAMS COS INC   2012-01-27 2012-11-19
823. BEST BUY CO INC   2012-05-29 2012-11-20
364. EATON CORP   2012-05-29 2012-12-03
. NET PROCEEDS CLASS ACTION SUIT     2012-12-06
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 100,000   99,629 371
b 99,909   99,454 455
c 23,974   25,704 -1,730
d 23,614   24,599 -985
e 57,219   39,400 17,819
27,267   17,641 9,626
75,607   80,633 -5,026
76,602   67,978 8,624
100,000   99,571 429
18,645   10,989 7,656
42,010   35,580 6,430
105,883   104,042 1,841
103,130   101,766 1,364
105,491   100,800 4,691
48,872   37,499 11,373
84,903   55,614 29,289
19,666   15,822 3,844
26,398   39,394 -12,996
17     17
33,318   25,045 8,273
25,045   24,243 802
57,747   34,942 22,805
35,147   41,178 -6,031
14,545   14,863 -318
7,637   6,669 968
16,335   14,996 1,339
213,817   200,694 13,123
65,669   58,631 7,038
31,416   31,553 -137
55,243   64,685 -9,442
40,259   23,147 17,112
12,034   10,795 1,239
20,885   22,846 -1,961
19,380   13,429 5,951
45,764   34,584 11,180
7,792   7,148 644
11,280   10,918 362
30,680   29,606 1,074
16,693   19,011 -2,318
88,907   100,000 -11,093
26,939   22,946 3,993
31,558   21,911 9,647
29,347   28,092 1,255
21,264   15,089 6,175
22,332   24,173 -1,841
64,074   61,909 2,165
33,842   32,582 1,260
70,197   69,606 591
23,139   20,064 3,075
31,485   24,006 7,479
1,493   1,266 227
12,603   12,495 108
4,870   4,577 293
7,878   7,980 -102
5,387   2,964 2,423
24,814   20,227 4,587
25,509   23,882 1,627
17,340   13,337 4,003
8,854   6,989 1,865
16,149   13,613 2,536
3,360   3,346 14
16,800   18,334 -1,534
27,805   23,109 4,696
7,948   11,143 -3,195
17,505   15,948 1,557
36,327   37,725 -1,398
29,371   33,987 -4,616
22,119   24,871 -2,752
12,906   13,646 -740
23,257   16,838 6,419
24,896   25,553 -657
26,517   35,891 -9,374
26,214   26,408 -194
17,164   16,353 811
9,191   9,887 -696
67,353   71,423 -4,070
13,343   7,513 5,830
65,547   61,588 3,959
66,334   62,633 3,701
22,137   23,298 -1,161
21,857   22,461 -604
14,619   16,944 -2,325
14,153   9,796 4,357
11,883   13,283 -1,400
14,323   13,867 456
8,931   10,207 -1,276
10,766   9,600 1,166
16,177   17,872 -1,695
15,661   13,737 1,924
9,868   15,892 -6,024
18,986   16,141 2,845
24     24
      190
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       371
b       455
c       -1,730
d       -985
e       17,819
      9,626
      -5,026
      8,624
      429
      7,656
      6,430
      1,841
      1,364
      4,691
      11,373
      29,289
      3,844
      -12,996
      17
      8,273
      802
      22,805
      -6,031
      -318
      968
      1,339
      13,123
      7,038
      -137
      -9,442
      17,112
      1,239
      -1,961
      5,951
      11,180
      644
      362
      1,074
      -2,318
      -11,093
      3,993
      9,647
      1,255
      6,175
      -1,841
      2,165
      1,260
      591
      3,075
      7,479
      227
      108
      293
      -102
      2,423
      4,587
      1,627
      4,003
      1,865
      2,536
      14
      -1,534
      4,696
      -3,195
      1,557
      -1,398
      -4,616
      -2,752
      -740
      6,419
      -657
      -9,374
      -194
      811
      -696
      -4,070
      5,830
      3,959
      3,701
      -1,161
      -604
      -2,325
      4,357
      -1,400
      456
      -1,276
      1,166
      -1,695
      1,924
      -6,024
      2,845
      24
       
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 2 198,288
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 242,377 3,411,644 0.071044
2010 179,129 3,412,864 0.052486
2009 167,036 3,071,057 0.05439
2008 182,483 3,442,319 0.053012
2007 175,323 3,972,093 0.044139
2 Total of line 1, column (d) ...................... 2 0.275071
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 0.055014
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 3,175,327
5 Multiply line 4 by line 3....................... 5 174,687
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,640
7 Add lines 5 and 6......................... 7 177,327
8 Enter qualifying distributions from Part XII, line 4.............. 8 254,015
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 2,640
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 2,640
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 2,640
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 1,816
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,816
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 9 824
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 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 instructions)
    bulletNE
    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 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 addressbullet  
    14
    The books are in care ofbulletUS BANK NATIONAL ASSOCIATION Telephone no.bullet (402) 963-2156
    Located atbullet525 N 132ND STOMAHANE ZIP+4bullet68154
    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
     
    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 2012?.............
    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 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
     
    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 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
     
    No
    .........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
    US BANK NATIONAL ASSOCIATION TRUSTEE
    8     		41,073    
    525 N 132ND ST
    OMAHA,NE68154
    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 0
    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.............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 (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  
    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
    3,057,021
    b
    Average of monthly cash balances.......................
    1b
    166,661
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,223,682
    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
    3,223,682
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    48,355
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,175,327
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    158,766
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    158,766
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    2,640
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,640
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    156,126
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    156,126
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    156,126
    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
    254,015
    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
    254,015
    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
    2,640
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    251,375
    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 7 156,126
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 0
    b From 2008....... 12,129
    c From 2009....... 14,889
    d From 2010....... 13,708
    e From 2011....... 75,427
    fTotal of lines 3a through e......... 116,153
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 254,015
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2012 distributable amount..... 156,126
    e Remaining amount distributed out of corpus 97,889
    5 Excess distributions carryover applied to 2012. 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 5 214,042
    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 instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		214,042
    10 Analysis of line 9:
    a Excess from 2008.... 12,129
    b Excess from 2009.... 14,889
    c Excess from 2010.... 13,708
    d Excess from 2011.... 75,427
    e Excess from 2012.... 97,889
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    WINTHROP FRANCIS LANE FOUNDATION
    525 N 132ND ST
    OMAHA,NE68154
    (402) 963-2156
    bThe form in which applications should be submitted and information and materials they should include:
    STANDARD FORMS ARE AVAILABLE UPON REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    STUDENTS AT CREIGHTON UNIV SCHOOL OF LAW, OMAHA AND UNIVERSITY OF NEBRASKA
    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
    NEBRASKA STATE BAR ASSN
    635 SOUTH 14TH STREET
    LINCOLN,NE68501     		NONE N/A GENERAL SUPPORT 18,000
    OMAHA BAR ASSN
    2133 CALIFORNIA STREET
    OMAHA,NE68178     		NONE N/A GENERAL SUPPORT 10,500
    CREIGHTON UNIVERSITY
    SCHOOL OF LAW
    2500 CALIFORNIA STREET
    OMAHA,NE68178     		NONE N/A GENERAL SUPPORT 108,500
    UNIVERSITY OF NEBRASKA
    LINCOLN
    40TH HOLDREGE STREET
    LINCOLN,NE68583     		NONE N/A GENERAL SUPPORT 108,500
    Total .................................bullet 3a 245,500
    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....     14 99,308  
    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     18 198,288  
    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)..   297,596  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13297,596
    (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 InvestmentsCorpBondsSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NUVEEN HIGH INCOME BOND FD 95,308 101,195
    DRIEHAUS ACTIVE INCOME FUND 69,728 66,251
    IBM CORP    
    WACHOVIA CORP    
    TCW EMERGING MARKETS INCOME FU 97,293 102,808
    GOLDMAN SACKS GROUP    
    CREDIT SUISS USA    
    PIMCO TOTAL RETURN FUND 659,785 663,928

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UNITED TECHNOLOGIES CORP 25,743 26,653
    DOW CHEM CO 14,039 14,322
    DOLLAR TREE INC 22,112 16,954
    MACYS INC 15,134 19,783
    GILEAD SCIENCES INC 12,374 17,628
    E M C CORP 16,614 14,370
    FOOT LOCKER INC 15,510 13,908
    EMERSON ELEC CO 25,245 26,639
    P G AND E CORP    
    CITIGROUP INC 29,554 36,593
    PRUDENTIAL FINANCIAL 20,079 18,879
    HUMANA INC    
    BRISTOL MYERS SQUIBB    
    INTEL CORP    
    ORACLE CORPORATION    
    IPATH GSCI TOTAL 44,263 33,077
    KELLPGG CO    
    GOOGLE INC 17,134 19,099
    T ROWE PRICE SMALL CAP 37,367 37,979
    EXXON MOBIL 9,200 15,579
    NATIONAL OILWELL VARCO INC 12,962 13,943
    CATERPILLAR INC    
    APPLE INC 27,970 24,480
    ANADARKO PETROLEUM CORP 35,626 34,257
    JP MORGAN CHASE 36,538 38,121
    CAPITAL ONE FINANCIAL CORP 15,501 15,815
    B M C SOFTWARE 31,102 28,725
    CF INDUSTRIES HOLDINGS 17,103 15,440
    FIFTH THIRD BANCORP 21,522 20,231
    CVS CAREMARK CORP 24,217 26,061
    FREEPORT MCMORAN COPPER 20,998 18,126
    PIONEER NAT RES 18,092 21,958
    SLM CORP 13,663 18,158
    SCHLUMBERGER LTD 20,957 23,146
    VERIZON COMM INC    
    BANK OF AMERICA 24,680 35,608
    DOVER CORP 16,461 21,356
    GENERAL ELECTRIC 26,587 24,076
    ALLERGAN INC 27,489 34,124
    DISCOVERY COMM INC    
    MASTERCARD INC 14,819 19,651
    ISHARES MSCI EMERGING MKTS 114,199 133,272
    PFIZER INC 41,192 53,068
    TERADATA CORP DEL 18,412 15,782
    HOME DEPOT INC 23,152 23,441
    INTERNATIONAL BUSINESS MACHINE 24,532 24,710
    UNITED HEALTH GROUP 11,417 17,031
    JARDEN CORP 19,472 19,905
    CHECK POINT SOFTWARE TECH    
    EDISON INTL 18,043 18,347
    WHITING PETROLEUM CORP    
    WILLIAMS SONOMA INC 26,189 30,023
    WYNDHAM WORLDWIDE    
    ISHARES DJ SELECT DIV 115,416 109,247
    ISHARES RUSSELL 2000 INDEX ETF    
    SCOUT INTL FUND 247,658 259,413
    TFS MARKET NEUTRAL 130,394 133,122
    KRAFT FOODS GROUP 11,142 12,413
    LSI CORP 12,730 11,842
    MARATHON OIL 21,595 23,731
    MAXIM INTEGRATED PRODS INC 22,663 23,638
    MERK AND CO INC 23,371 22,108
    MONDELEZ INTERNATIONAL 20,611 20,846
    MOTOROLA SOLUTIONS INC 13,457 14,922
    OCCIDENTAL PETROLEUM CORP 21,672 19,382
    POLARIS INDS INC 18,033 17,840
    STAPLES INC 21,908 15,173
    STARBUCKS CORP 16,308 19,414
    WELLS FARGO CO 22,747 23,140
    NUVEEN REAL ESTATE 116,126 114,404
    VANGUARD INTERNATIONAL 98,307 105,387
    ACE LTD 16,417 16,678
    COVIDIEN PIC 21,959 23,847
    EATON CORP 18,908 19,722
    GLAXO SMITHKLINE PLC ADR 19,428 17,866
    INGERSOLL RAND 9,962 14,148
    NIELSEN HOLDINGS 14,522 15,142

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2012 OtherAssetsSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME 537 2,425 2,425


    TY 2012 OtherLiabilitiesSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Description Beginning of Year - Book Value End of Year - Book Value
    RETURN OF CAPITAL ADJ   349


    TY 2012 TaxesSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 566 0   0
    FEDERAL TAX 454 0   0
    FOREIGN TAXES ON QUALIFIED FOR 964 964   0
    FOREIGN TAXES ON NONQUALIFIED 112 112   0