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 07-01-2012 , and ending 06-30-2013
Name of foundation
KINMAN-OLDFIELD FAM FDN TR 58060190
 

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

39-6720478
B Telephone number (see instructions)

(402) 434-1584
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$4,275,669J 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...... 113,224 113,224  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 131,673
b Gross sales price for all assets on line 6a 1,033,198
7 Capital gain net income (from Part IV, line 2)... 131,673
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........ 244,897 244,897  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,697 38,658   10,039
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).... Click to see attachment 20,800     20,800
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 2,867 324   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,461 0 0 1,461
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 947     947
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,772 38,982 0 33,247
25 Contributions, gifts, grants paid........ 193,049 193,049
26 Total expenses and disbursements. Add lines 24 and 25 267,821 38,982 0 226,296
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,924
b Net investment income (if negative, enter -0-) 205,915
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.......... 67,373 20,781 20,781
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,799,493 Click to see attachment2,732,875 3,376,106
c Investments—corporate bonds (attach schedule)........ 766,751 Click to see attachment856,111 878,010
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 attachment772 Click to see attachment772
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,633,617 3,610,539 4,275,669
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 attachment147  
23 Total liabilities (add lines 17 through 22).......... 147 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 4,938,965 4,938,965
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds -1,305,495 -1,328,426
30 Total net assets or fund balances (see page 17 of the
instructions).................... 3,633,470 3,610,539
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 3,633,617 3,610,539
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 3,633,470
2 Enter amount from Part I, line 27a..................... 2 -22,924
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 3,610,546
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 7
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 3,610,539
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 . NET PROCEEDS CLASS ACTION SUIT     2012-07-24
b 2. AMERIPRISE FINL INC   2010-01-21 2012-08-16
c 413. APACHE CORP   2012-04-25 2012-08-16
d 18. CBS CORP CLASS B NON VOTING   2011-05-06 2012-08-16
e 2076. CENTERPOINT ENERGY INC   2011-02-10 2012-08-16
2. CHEVRON CORPORATION   2008-02-27 2012-08-16
37. CITIGROUP INC   2012-04-25 2012-08-16
722. COCA COLA COMPANY   2012-04-25 2012-08-16
5. DISNEY WALT CO   2010-01-21 2012-08-16
14. EMERSON ELEC CO   2012-04-25 2012-08-16
2. EXXON MOBIL CORP   2012-04-25 2012-08-16
5. HALLIBURTON CO   2011-02-10 2012-08-16
1980. ILLINOIS TOOL WORKSINC   2006-02-17 2012-08-16
1240. J P MORGAN CHASE CO   2011-02-10 2012-08-16
21. LINCOLN NATL CORP IND   2011-02-10 2012-08-16
24. MACYS INC   2011-06-14 2012-08-16
141. MCKESSON CORPORATION   2012-04-25 2012-08-16
9. MOSAIC CO   2012-04-25 2012-08-16
7. NATIONAL OILWELL VARCO INC   2012-04-25 2012-08-16
20. ORACLE CORPORATION   2011-06-14 2012-08-16
43. PFIZER INC   2008-04-03 2012-08-16
1. PRUDENTIAL FINANCIAL INC   2012-04-25 2012-08-16
5. QUALCOMM INC   2012-04-25 2012-08-16
100. TD AMERITRADE HLDG CORP   2012-04-25 2012-08-16
1200. TD AMERITRADE HLDG CORP   2011-02-10 2012-08-16
11. UNITED TECHNOLOGIES CORP   2012-04-25 2012-08-16
30. UNITED HEALTH GROUP INCORPORATED   2011-06-14 2012-08-16
1417. WELLS FARGO CO   2011-02-10 2012-08-16
7. COVIDIEN PLC   2012-04-25 2012-08-16
68. AGILENT TECHNOLOGIES INC   2012-04-25 2012-10-03
96. AMERIPRISE FINL INC   2010-01-21 2012-10-03
63. ANADARKO PETROLEUM CORP   2012-08-16 2012-10-03
201. CBS CORP CLASS B NON VOTING   2011-05-06 2012-10-03
179. C M S ENERGY CORP   2009-09-10 2012-10-03
75. CARNIVAL CORP   2012-04-25 2012-10-03
65. CHEVRON CORPORATION   2008-02-27 2012-10-03
194. CITIGROUP INC   2011-02-10 2012-10-03
141. DISNEY WALT CO   2010-01-21 2012-10-03
113. DIRECTV   2011-02-10 2012-10-03
61. EATON CORP   2012-08-16 2012-10-03
75. EMERSON ELEC CO   2012-04-25 2012-10-03
8. EXELON CORPORATION   2012-04-25 2012-10-03
84. EXXON MOBIL CORP   2012-04-25 2012-10-03
208. FIFTH THIRD BANCORP   2012-08-16 2012-10-03
116. GENERAL MILLS INC   2010-01-21 2012-10-03
80. HALLIBURTON CO   2011-02-10 2012-10-03
105. HASBRO INC   2012-08-16 2012-10-03
155. INTEL CORP   2011-02-10 2012-10-03
102. J P MORGAN CHASE CO   2008-02-27 2012-10-03
80. LINCOLN NATL CORP IND   2011-02-10 2012-10-03
162. MACYS INC   2011-06-14 2012-10-03
36. MCKESSON CORPORATION   2012-04-25 2012-10-03
104. MOLEX INC CL A   2012-08-16 2012-10-03
47. MOSAIC CO   2012-04-25 2012-10-03
45. MOTOROLA SOLUTIONS INC   2012-04-25 2012-10-03
42. NATIONAL OILWELL VARCO INC   2012-04-25 2012-10-03
43. OCCIDENTAL PETROLEUM CORPORATION   2012-08-16 2012-10-03
101. ORACLE CORPORATION   2012-04-25 2012-10-03
1180. ORACLE CORPORATION   2011-06-14 2012-10-03
76. P G E CORP   2012-04-25 2012-10-03
50. P N C FINANCIAL SERVICES GROUP INC   2012-04-25 2012-10-03
55. P P G INDS INC   2012-04-25 2012-10-03
478. PFIZER INC   2008-04-03 2012-10-03
63. PHILIP MORRIS INTL   2012-04-25 2012-10-03
30. PIONEER NAT RES CO   2012-04-25 2012-10-03
61. PRUDENTIAL FINANCIAL INC   2012-04-25 2012-10-03
59. QUALCOMM INC   2012-04-25 2012-10-03
115. REPUBLIC SVCS INC   2012-08-16 2012-10-03
76. SOUTHWESTERN ENERGY CO   2012-08-16 2012-10-03
46. UNITED TECHNOLOGIES CORP   2012-04-25 2012-10-03
102. UNITED HEALTH GROUP INCORPORATED   2011-06-14 2012-10-03
71. UNUM GROUP   2012-04-25 2012-10-03
52. VERIZON COMMUNICATIONS INC   2011-02-10 2012-10-03
162. WELLS FARGO CO   2003-04-26 2012-10-03
68. WILLIAMS COS INC   2011-02-10 2012-10-03
92. COVIDIEN PLC   2012-04-25 2012-10-03
103. ACE LTD   2011-05-06 2012-10-03
. NET PROCEEDS CLASS ACTION SUIT     2012-10-23
2392.344 NUVEEN SMALL CAP SELECT FD CL I   2005-12-15 2012-11-07
1540.832 NUVEEN SMALL CAP VALUE FUND CL I   2007-12-06 2012-11-26
503. EATON CORP   2012-08-16 2012-12-03
. NET PROCEEDS CLASS ACTION SUIT     2012-12-03
1000. CVS CAREMARK CORP   2012-04-25 2013-01-09
. NET PROCEEDS CLASS ACTION SUIT     2013-01-09
100000. BANK OF AMERICA CO 4.875% 1/15/13   2005-01-26 2013-01-15
11. AGILENT TECHNOLOGIES INC   2012-04-25 2013-01-29
12. AMERIPRISE FINL INC   2010-01-21 2013-01-29
16. ANADARKO PETROLEUM CORP   2012-08-16 2013-01-29
1694. CBS CORP CLASS B NON VOTING   2011-05-06 2013-01-29
22. C M S ENERGY CORP   2009-09-10 2013-01-29
61. CALPINE CORP   2012-04-25 2013-01-29
15. CARNIVAL CORP   2012-04-25 2013-01-29
13. CENTURYLINK INC   2012-10-03 2013-01-29
6. CHEVRON CORPORATION   2008-02-27 2013-01-29
60. CITIGROUP INC   2011-02-10 2013-01-29
38. DISNEY WALT CO   2009-09-10 2013-01-29
9. DIRECTV   2010-09-21 2013-01-29
16. EMERSON ELEC CO   2012-04-25 2013-01-29
22. EXELON CORPORATION   2012-04-25 2013-01-29
8. EXXON MOBIL CORP   2012-04-25 2013-01-29
112. GENERAL ELECTRIC CO   2012-10-03 2013-01-29
6. GENERAL MILLS INC   2010-01-21 2013-01-29
81. HALLIBURTON CO   2011-02-10 2013-01-29
16. INTEL CORP   2011-02-10 2013-01-29
7. J P MORGAN CHASE CO   2008-02-27 2013-01-29
41. LINCOLN NATL CORP IND   2011-02-10 2013-01-29
787. MACYS INC   2011-06-14 2013-01-29
4. MCKESSON CORPORATION   2012-04-25 2013-01-29
8. MERCK AND CO INC   2012-10-03 2013-01-29
19. MOSAIC CO   2012-04-25 2013-01-29
4. MOTOROLA SOLUTIONS INC   2012-04-25 2013-01-29
1. NATIONAL OILWELL VARCO INC   2012-04-25 2013-01-29
17. OCCIDENTAL PETROLEUM CORPORATION   2012-08-16 2013-01-29
9. P G E CORP   2012-04-25 2013-01-29
4. P N C FINANCIAL SERVICES GROUP INC   2012-04-25 2013-01-29
144. PFIZER INC   2008-04-03 2013-01-29
14. PIONEER NAT RES CO   2012-04-25 2013-01-29
12. PRUDENTIAL FINANCIAL INC   2012-04-25 2013-01-29
527. QUALCOMM INC   2012-04-25 2013-01-29
41. REPUBLIC SVCS INC   2012-08-16 2013-01-29
4. SOUTHWESTERN ENERGY CO   2012-08-16 2013-01-29
29. STATE STR CORP   2012-04-25 2013-01-29
9. UNITED TECHNOLOGIES CORP   2012-04-25 2013-01-29
17. UNITED HEALTH GROUP INCORPORATED   2011-06-14 2013-01-29
29. UNUM GROUP   2012-04-25 2013-01-29
5. UNUM GROUP   2011-02-10 2013-01-29
9. VERIZON COMMUNICATIONS INC   2011-02-10 2013-01-29
29. WALGREEN CO   2013-01-09 2013-01-29
23. COVIDIEN PLC   2012-04-25 2013-01-29
7. EATON CORP PLC   2012-11-30 2013-01-29
8. INGERSOLL RAND PLC   2010-01-21 2013-01-29
9. ACE LTD   2005-02-23 2013-01-29
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 2,330     2,330
b 109   81 28
c 36,323   38,480 -2,157
d 648   487 161
e 42,444   33,589 8,855
225   177 48
1,063   1,245 -182
28,472   27,057 1,415
249   154 95
720   718 2
176   173 3
173   222 -49
114,371   83,257 31,114
45,953   56,076 -10,123
498   649 -151
921   672 249
12,498   12,899 -401
526   481 45
538   532 6
634   644 -10
1,031   921 110
54   60 -6
314   316 -2
1,683   1,863 -180
20,196   25,116 -4,920
856   876 -20
1,584   1,493 91
48,220   37,745 10,475
401   383 18
2,656   2,810 -154
5,435   3,904 1,531
4,344   4,381 -37
6,892   5,441 1,451
4,233   2,334 1,899
2,734   2,406 328
7,566   5,767 1,799
6,569   9,409 -2,840
7,401   4,259 3,142
5,944   4,923 1,021
2,835   2,783 52
3,634   3,845 -211
284   305 -21
7,676   7,286 390
3,255   2,991 264
4,652   4,125 527
2,647   3,554 -907
3,925   3,994 -69
3,501   3,390 111
4,162   4,467 -305
1,923   2,473 -550
6,362   4,539 1,823
3,137   3,293 -156
2,221   2,317 -96
2,575   2,512 63
2,276   2,313 -37
3,327   3,192 135
3,592   3,840 -248
3,203   2,919 284
37,418   37,984 -566
3,229   3,314 -85
3,220   3,309 -89
6,373   5,723 650
12,050   10,233 1,817
5,841   5,524 317
3,092   3,394 -302
3,307   3,680 -373
3,653   3,732 -79
3,156   3,315 -159
2,639   2,425 214
3,608   3,664 -56
5,795   5,075 720
1,380   1,698 -318
2,405   1,886 519
5,732   3,862 1,870
2,475   1,518 957
5,510   5,038 472
7,958   5,675 2,283
81     81
35,000   33,660 1,340
20,000   20,586 -586
26,236   23,060 3,176
17     17
50,208   43,849 6,359
16     16
100,000   102,240 -2,240
494   455 39
798   488 310
1,276   1,113 163
71,045   37,595 33,450
557   287 270
1,189   1,126 63
582   481 101
527   520 7
699   532 167
2,537   2,482 55
2,040   1,065 975
480   373 107
914   820 94
688   839 -151
732   694 38
2,518   2,566 -48
251   213 38
3,266   3,598 -332
337   350 -13
328   307 21
1,196   1,267 -71
30,976   22,048 8,928
424   366 58
344   366 -22
1,169   1,016 153
235   206 29
73   76 -3
1,428   1,518 -90
376   392 -16
248   265 -17
3,948   3,083 865
1,607   1,584 23
707   724 -17
33,353   33,338 15
1,304   1,182 122
132   128 4
1,616   1,335 281
804   717 87
953   846 107
674   694 -20
116   131 -15
387   326 61
1,167   1,117 50
1,447   1,259 188
399   364 35
408   289 119
768   402 366
      204
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       2,330
b       28
c       -2,157
d       161
e       8,855
      48
      -182
      1,415
      95
      2
      3
      -49
      31,114
      -10,123
      -151
      249
      -401
      45
      6
      -10
      110
      -6
      -2
      -180
      -4,920
      -20
      91
      10,475
      18
      -154
      1,531
      -37
      1,451
      1,899
      328
      1,799
      -2,840
      3,142
      1,021
      52
      -211
      -21
      390
      264
      527
      -907
      -69
      111
      -305
      -550
      1,823
      -156
      -96
      63
      -37
      135
      -248
      284
      -566
      -85
      -89
      650
      1,817
      317
      -302
      -373
      -79
      -159
      214
      -56
      720
      -318
      519
      1,870
      957
      472
      2,283
      81
      1,340
      -586
      3,176
      17
      6,359
      16
      -2,240
      39
      310
      163
      33,450
      270
      63
      101
      7
      167
      55
      975
      107
      94
      -151
      38
      -48
      38
      -332
      -13
      21
      -71
      8,928
      58
      -22
      153
      29
      -3
      -90
      -16
      -17
      865
      23
      -17
      15
      122
      4
      281
      87
      107
      -20
      -15
      61
      50
      188
      35
      119
      366
       
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 2 131,673
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 404,706 3,912,843 0.10343
2010 556,188 4,345,840 0.127982
2009 553,877 4,352,107 0.127266
2008 564,249 4,355,062 0.129562
2007 535,577 5,826,037 0.091928
2 Total of line 1, column (d) ...................... 2 0.580168
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 0.116034
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 3,968,576
5 Multiply line 4 by line 3....................... 5 460,490
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,059
7 Add lines 5 and 6......................... 7 462,549
8 Enter qualifying distributions from Part XII, line 4.............. 8 226,296
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 4,118
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 4,118
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 4,118
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 2,440
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 2,440
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 1,678
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 taxBullet0 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 NATL ASSOCIATION Telephone no.bullet (402) 434-1584
    Located atbullet233 S 13TH 10TH FLOORLINCOLNNE ZIP+4bullet68508
    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
     
     
    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
    US BANK NATIONAL ASSOCIATION TRUSTEE
    4     		48,697    
    233 S 13TH
    LINCOLN,NE68508
    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
    3,994,022
    b
    Average of monthly cash balances.......................
    1b
    34,989
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,029,011
    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
    4,029,011
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    60,435
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,968,576
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    198,429
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    198,429
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    4,118
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,118
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    194,311
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    194,311
    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
    194,311
    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
    226,296
    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
    226,296
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    226,296
    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 7 194,311
    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....... 255,545
    b From 2008....... 376,410
    c From 2009....... 338,052
    d From 2010....... 343,251
    e From 2011....... 211,503
    fTotal of lines 3a through e......... 1,524,761
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 226,296
    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..... 194,311
    e Remaining amount distributed out of corpus 31,985
    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 1,556,746
    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) ...     		255,545
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		1,301,201
    10 Analysis of line 9:
    a Excess from 2008.... 376,410
    b Excess from 2009.... 338,052
    c Excess from 2010.... 343,251
    d Excess from 2011.... 211,503
    e Excess from 2012.... 31,985
    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:
    US BANK NA ATTN JAMES STRASHEIM
    233 SOUTH 13TH STREET SUITE 1011
    LINCOLN,NE68508
    (402) 434-1584
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD SEND A LETTER OUTLINING THE DETAILS OF THEIR REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAINLY PROVIDES FUNDING FOR EDUCATIONAL PURPOSES AND MEDICAL RESEARCH PURPOSES.
    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
    DOLLARS FOR SCHOLARS
    1550 AMERICAN BLVD E STE 155
    MINNEAPOLIS,MN55425     		NONE PUBLIC SCHOLARSHIPS 124,049
    NANCY & RONALD REAGAN
    SCHOLARSHIP AWARD
    233 S 13TH ST
    LINCOLN,NE68508     		NONE PRIVATE SCHOLARSHIP 5,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL SUITE 300
    LINCOLN,NE68501     		NONE PUBLIC INSTALLMENT GRANT FOR UNMC 22,000
    CENTRAL COMMUNITY COLLEGE
    550 TECHNICAL BLVD
    HASTINGS,NE68901     		NONE PUBLIC SCHOLARSHIPS 1,000
    DANIEL CAREY JETT
    113 E CHERRY ST
    COOK,NE68329     		NONE N/A SCHOLARSHIPS 1,000
    SCOTT DANIEL JOHNSON
    4159 N RD
    SYRACUSE,NE68446     		NONE N/A SCHOLARSHIPS 1,000
    ZACHARY RAY KASTER
    1048 N 5TH ST
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    LAYNE ANDREW KETTELHAKE
    61873 721 RD
    ELK CREEK,NE68348     		NONE N/A SCHOLARSHIPS 1,000
    SHAWNEE PHUNG JOHNS
    73181 624 AVE
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    BRITTANY SIPPLEMEYER
    3914 N RD
    SYRACUSE,NE68446     		NONE N/A SCHOLARSHIPS 1,000
    JAIME GILBERT
    2845 S MEADOW LANE
    HASTINGS,NE68901     		NONE N/A SCHOLARSHIPS 1,000
    SHELBY STRUBEL
    171 BROADWAY
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    ANNA MARIE KUHL
    72564 625 AVE
    ELK CREEK,NE68348     		NONE N/A SCHOLARSHIPS 1,000
    GRACE N STERUP
    661 SANTEE BLVD
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    ASHLEIGH TETEN
    434 DARBY LANE
    SYRACUSE,NE68446     		NONE N/A SCHOLARSHIPS 1,000
    KALE WOLKEN
    62289 136 HWY
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    LAYNEE ANN DAVISON
    194 CLAY ST
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    LAURA SUE DIECKGRAFE
    73462 624 AVE
    COOK,NE68329     		NONE N/A SCHOLARSHIPS 1,000
    ALYSON GOTTULA
    807 N 5TH
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 1,000
    TYLEIR COLE HOFKER
    1814 S 34 RD
    COOK,NE68329     		NONE N/A SCHOLARSHIPS 1,000
    MATTHEW SCOTT ERICKSON
    73457 608 AVENUE
    STERLING,NE68443     		NONE N/A SCHOLARSHIPS 1,000
    JESSICA JOANNE HEUSMAN
    APT 8
    5820 S 52ND STREET
    LINCOLN,NE68516     		NONE N/A SCHOLARSHIPS 1,000
    ARCHIE PAUL KEEBLER
    280 S MAIN STREET
    STERLING,NE68443     		NONE N/A SCHOLARSHIPS 1,000
    COLIN THOMAS VAN GRONINGEN
    325 DEPOT STREET
    STERLING,NE68443     		NONE N/A SCHOLARSHIPS 1,000
    NICOLE CHRISTINE WENZL
    61241 730 ROAD
    STERLING,NE68443     		NONE N/A SCHOLARSHIPS 1,000
    ZACHERY KUCERA
    10211 N 151ST STREET
    WAVERLY,NE68462     		NONE N/A SCHOLARSHIPS 1,000
    LOGAN ELLIS
    PO BOX 193
    COOK,NE68329     		NONE N/A SCHOLARSHIPS 1,000
    JORDAN STALL
    512 WEST AVENUE
    GIBBON,NE68840     		NONE N/A SCHOLARSHIPS 1,000
    EMILY MAYNARD
    75848 MEMPHIS RD
    ANITA,IA50020     		NONE N/A SCHOLARSHIPS 1,000
    AUSTIN K C HEIN
    2379 OPAL COURT
    LOVELAND,CO80537     		NONE N/A SCHOLARSHIPS 1,000
    ZACHARIAH LADE
    62170 724 ROAD
    TECUMSEH,NE68450     		NONE N/A SCHOLARSHIPS 2,000
    CHELSEA DUNLAP
    61093 728 ROAD
    STERLING,NE68443     		NONE N/A SCHOLARSHIPS 2,000
    KATIE YOUNG
    254 WESTMORELAND MEADOW
    CLEVELAND,GA30528     		NONE N/A SCHOLARSHIPS 1,000
    HASTINGS PUBLIC SCHOOLS FOUNDATION
    1924W A ST
    HASTINGS,NE689015650     		NONE PUBLIC SCHOLARSHIPS 10,000
    Total .................................bullet 3a 193,049
    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....     14 113,224  
    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     18 131,673  
    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)..   244,897  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13244,897
    (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:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS GRP 104,956 105,486
    BANK OF AMERICA CORP    
    CS FIRST BOSTON USA 100,200 105,894
    WELLS FARGO CO 102,890 110,508
    SOUTHTRUST CORP 51,290 52,407
    CONOCOPHILIPS CANADA 102,230 114,049
    SUNTRUST ATLANTA GA 98,276 107,289
    JP MORGAN CHASE CO 4.95 104,669 109,195
    HSBC USA INC 110,111 107,317
    INV BALANCE RISK COMM STR Y 81,489 65,865

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GENERAL ELEC CO 86,070 100,830
    GENERAL MOTORS CORP 345 333
    ILLINOIS TOOL WKS INC    
    WELLS FARGO 31,751 50,514
    INTEL CORP 29,977 36,369
    PFIZER INC 84,326 117,026
    ACE LTD 39,502 82,053
    VERIZON COMMUNICATIONS INC 67,621 92,575
    NUVEEN MID CAP GRWTH OPP 106,077 127,380
    NUVEEN SMALL CAP SELECT 71,096 77,759
    CHEVRON CORPORATION 43,250 58,342
    J P MORGAN CHASE & CO 23,661 43,393
    WILLIAMS COS INC 29,950 41,302
    NUVEEN SMALL CAP GWTH OPP 103,909 125,528
    NUVEEN SMALL CAP VALUE FD 83,822 104,895
    INGERSOLL RAND PLC 30,636 44,527
    DISNEY WALT CO 37,027 76,790
    GENERAL MILLS INC 32,626 52,315
    AMERIPRISE FINL INC 33,024 65,675
    UNUM GROUP 29,496 35,097
    C M S ENERGY CORP 20,369 42,440
    CBS CORP CLASS B    
    CENTERPOINT ENERGY INC    
    CITIGROUP INC 61,528 78,383
    DIRECT TV CL A 40,862 60,839
    FIFTH THIRD BANCORP 23,445 29,349
    HALIBURTON CO 32,961 30,956
    LINCOLN NATL CORP LTD 26,799 31,619
    MACYS INC 20,731 35,520
    ORACLE CORP    
    TD AMERITRADE HLDG CORP    
    UNITED HEALTH GRP INC 51,889 68,296
    WALGREEN CO 49,190 56,443
    SCOUT INTL FUND 120,523 148,255
    AGILENT TECHNOLOGIES INC 25,873 26,768
    APACHE CORP    
    CALPINE CORP 24,015 27,854
    CAPITAL ONE FINANCIAL CORP 34,618 39,570
    CENTURYLINK INC 41,992 39,026
    COCA COLA CO    
    CVS CAREMARK CORP    
    EMERSON ELEC CO 35,735 38,014
    EXELON CORP 21,745 17,602
    EXXON MOBIL CORP 59,243 61,709
    MCKESSON CORP 24,059 30,114
    MERCK & CO INC 59,537 67,724
    MOSAIC CO 22,075 22,224
    MOTOROLA SOLUTIONS INC 33,455 37,582
    NATIONAL OILWELL VARCO INC 29,036 26,320
    PGE CORP 26,820 28,124
    PNC FINANCIAL SERVICES GRP INC 62,606 68,982
    PPG INDS INC 47,987 66,909
    PHILIP MORRIS INTL 48,323 47,728
    PIONEER NAT RES CO 41,403 52,979
    PRUDENTIAL FINANCIAL INC 30,105 36,442
    QUALCOMM INC    
    STATE STR CORP 45,199 64,101
    UNITED TECH CORP 30,669 35,782
    CARNIVAL CORP 29,192 31,204
    COVIDIEN PIC 40,849 46,879
    ANADARKO PETROLEUM CORP 32,823 40,559
    BANK OF AMERICA CORP 50,679 56,378
    CA INC 34,564 39,438
    DOW CHEM CO 53,839 50,378
    HASBRO INC 38,455 45,368
    MOLEX INC 24,938 27,818
    OCCIDENTAL PETROLEUM CORP 33,757 33,729
    REPUBLIC SVCS INC 26,462 31,157
    SOUTHWESTERN ENERGY CO 22,497 25,754
    SPIRIT AEROSYSTEMS HLDGS INC 37,923 36,387
    EATON CORP PLC 25,765 32,642
    NUVEEN REAL ESTATE SECS I 124,174 128,058

    TY 2012 OtherAssetsSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST   723 723
    ROC OVER ADJUSTMENT ON FYE   49 49


    TY 2012 OtherDecreasesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Amount
    ROUNDING 7


    TY 2012 OtherExpensesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 57 0   57
    OTHER EXPENSES 890 0   890


    TY 2012 OtherLiabilitiesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Description Beginning of Year - Book Value End of Year - Book Value
    RETURN OF CAPITAL ADJ 147  


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 20,800     20,800


    TY 2012 TaxesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR 58060190
    EIN: 39-6720478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 103 0   0
    FEDERAL TAX 610 0   0
    FEDERAL TAX 1,830 0   0
    FOREIGN TAXES ON QUALIFIED FOR 324 324   0