Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 or province, country, and ZIP or foreign postal 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
E 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$3,351,796
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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...... 73,887 73,887  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 139,824
b Gross sales price for all assets on line 6a 1,412,297
7 Capital gain net income (from Part IV, line 2)... 139,824
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........ 213,711 213,711  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,298 34,338 0 8,960
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) 4,664 1,200   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)....... 12 12    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,974 35,550 0 8,960
25 Contributions, gifts, grants paid........ 163,250 163,250
26 Total expenses and disbursements. Add lines 24 and 25 211,224 35,550 0 172,210
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,487
b Net investment income (if negative, enter -0-) 178,161
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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...............   2,068 2,068
2 Savings and temporary cash investments.......... 29,112 29,652 29,652
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 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)........ 2,042,597 Click to see attachment2,007,781 2,386,855
c Investments—corporate bonds (attach schedule)........ 922,114 Click to see attachment959,283 931,439
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 attachment2,425 Click to see attachment1,782 Click to see attachment1,782
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,996,248 3,000,566 3,351,796
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 Click to see attachment2,177
23 Total liabilities (add lines 17 through 22).......... 349 2,177
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 1,530,552 1,533,042
30 Total net assets or fund balances (see page 17 of the
instructions).................... 2,995,899 2,998,389
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,996,248 3,000,566
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 2,995,899
2 Enter amount from Part I, line 27a..................... 2 2,487
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3
4 Add lines 1, 2, and 3.......................... 4 2,998,389
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 2,998,389
Form 990-PF (2013)
Form 990-PF (2013)
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 725. B M C SOFTWARE INC   2012-05-24 2013-01-10
b 418. DOLLAR TREE INC   2012-07-10 2013-01-10
c 568. E M C CORPORATION   2012-03-22 2013-01-10
d 273. KRAFT FOODS GROUP INC   2012-05-24 2013-01-10
e 372. ALLERGAN INC   2011-11-28 2013-01-18
212. POLARIS INDS INC   2012-10-05 2013-01-18
362. STARBUCKS CORP   2012-08-08 2013-01-18
. NET PROCEEDS CLASS ACTION SUIT     2013-01-25
32. APPLE INC   2012-07-10 2013-02-19
237. CVS CAREMARK CORP   2012-05-08 2013-02-19
591. CAPITAL ONE FINANCIAL CORP   2013-01-10 2013-02-19
530. FREEPORT MCMORAN COPPER GOLD   2012-10-25 2013-02-19
85. PRUDENTIAL FINANCIAL INC   2012-01-19 2013-02-19
520. WILLIAMS COS INC   2012-01-27 2013-02-19
209. COVIDIEN PLC   2012-07-10 2013-02-19
1563. BANK OF AMERICA CORP   2013-01-10 2013-03-01
204. NATIONAL OILWELL VARCO INC   2010-11-24 2013-03-01
255. TERADATA CORP DEL   2012-08-06 2013-03-01
117. UNITED TECHNOLOGIES CORP   2012-10-05 2013-03-01
503. EMERSON ELEC CO   2012-03-01 2013-03-13
379. HOME DEPOT INC   2012-10-25 2013-03-13
295. INGERSOLL RAND PLC   2012-01-19 2013-03-13
.5 JARDEN CORP   2012-10-25 2013-03-26
161. ANADARKO PETROLEUM CORP   2010-12-31 2013-05-09
76. CF INDUSTRIES HOLDINGS INC   2012-10-05 2013-05-09
197. CITIGROUP INC   2012-05-08 2013-05-09
1331. FIFTH THIRD BANCORP   2012-10-05 2013-05-09
1147. GENERAL ELECTRIC CO   2012-10-05 2013-05-09
204. COVIDIEN PLC   2012-07-10 2013-05-09
. NET PROCEEDS CLASS ACTION SUIT     2013-05-17
406. EDISON INTL   2012-08-08 2013-05-22
356. J P MORGAN CHASE CO   2012-10-25 2013-05-22
1675. LSI CORPORATION   2012-08-08 2013-05-22
235. MAXIM INTEGRATED PRODS INC   2012-08-08 2013-05-22
206. PIONEER NAT RES CO   2011-11-28 2013-05-22
129. INTERNATIONAL BUSINESS MACHINES CORP   2012-11-19 2013-05-29
397. WILLIAMS COS INC   2012-01-27 2013-05-29
433. ORACLE CORPORATION   2013-01-10 2013-06-20
155. SCHLUMBERGER LTD   2009-09-17 2013-06-20
. NET PROCEEDS CLASS ACTION SUIT     2013-06-24
378. VERIZON COMMUNICATIONS INC   2013-05-09 2013-07-18
3820.637 PIMCO TOTAL RETURN FUND INST   2012-12-24 2013-07-31
4304.897 TFS MARKET NEUTRAL FUND   2011-06-08 2013-07-31
1053. BANK OF AMERICA CORP   2012-08-29 2013-08-01
302. CVS CAREMARK CORP   2012-05-08 2013-08-01
293. DEVON ENERGY CORPORATION   2013-05-09 2013-08-01
411. GLAXO SMITHKLINE P L C A D R   2012-08-06 2013-08-01
268. MOTOROLA SOLUTIONS INC   2012-10-25 2013-08-01
452. STAPLES INC   2012-03-29 2013-08-01
91. UNITED HEALTH GROUP INC   2010-11-03 2013-08-01
319. WALGREEN CO   2013-01-18 2013-08-08
657. CONAGRA FOODS INC   2013-02-19 2013-09-10
627. D R HORTON INC   2013-05-09 2013-09-10
4217.618 TFS MARKET NEUTRAL FUND   2011-06-08 2013-09-12
606. TYSON FOODS INC CL A   2013-01-10 2013-09-12
45. APPLE INC   2013-05-29 2013-10-04
14. APPLE INC   2012-07-10 2013-10-04
759. MERCK AND CO INC   2013-02-19 2013-10-04
264. P N C FINANCIAL SERVICES GROUP INC   2013-08-01 2013-10-04
951. PFIZER INC   2011-12-07 2013-10-04
377. AOL INC   2013-03-01 2013-10-23
325. DOVER CORP   2011-10-06 2013-10-23
320. NETAPP INC   2013-08-01 2013-10-23
114. OCCIDENTAL PETROLEUM CORPORATION   2012-10-05 2013-10-23
684. OWENS ILL INC   2013-08-01 2013-10-23
142. CATERPILLAR INC   2013-09-12 2013-10-30
386. CITIGROUP INC   2012-10-05 2013-10-30
180. EXXON MOBIL CORP   2005-01-14 2013-10-30
200. MOODYS CORP   2013-08-01 2013-10-30
1374.885 PIMCO TOTAL RETURN FUND INST   2012-12-24 2013-10-30
54. ANADARKO PETROLEUM CORP   2010-12-31 2013-11-07
241. BEST BUY CO INC   2013-03-13 2013-11-07
146. GILEAD SCIENCES INC   2012-07-10 2013-11-07
308. MORGAN STANLEY   2013-02-19 2013-11-07
111. POLARIS INDS INC   2013-09-12 2013-11-07
458. CISCO SYS INC   2013-08-08 2013-11-22
373. ZOETIS INC   2013-08-01 2013-11-22
311. ROYAL CARIBBEAN CRUISES LTD   2013-01-18 2013-11-22
. NET PROCEEDS CLASS ACTION SUIT     2013-12-23
1884.106 NUVEEN HIGH INCOME BOND FD CL I   2012-05-24 2013-12-24
916.618 NUVEEN HIGH INCOME BOND FD CL I   2013-01-25 2013-12-24
. NET PROCEEDS CLASS ACTION SUIT     2013-12-24
. NET PROCEEDS CLASS ACTION SUIT     2013-12-27
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 30,536   31,102 -566
b 15,900   22,112 -6,212
c 13,399   16,614 -3,215
d 12,547   11,142 1,405
e 38,888   27,489 11,399
19,050   18,033 1,017
19,769   16,308 3,461
41     41
14,698   19,458 -4,760
12,487   10,648 1,839
31,358   35,443 -4,085
18,126   20,998 -2,872
4,924   4,821 103
18,439   14,851 3,588
13,223   11,112 2,111
17,772   15,705 2,067
13,627   12,962 665
14,946   18,412 -3,466
10,599   9,268 1,331
28,269   25,245 3,024
26,716   23,152 3,564
16,180   9,613 6,567
22   17 5
14,097   12,442 1,655
14,905   17,103 -2,198
9,598   6,154 3,444
23,598   21,522 2,076
26,220   26,587 -367
13,476   10,847 2,629
99     99
19,735   18,043 1,692
19,192   15,003 4,189
11,758   12,730 -972
7,137   6,624 513
29,772   18,092 11,680
26,842   24,532 2,310
14,268   11,338 2,930
14,510   15,034 -524
11,188   9,725 1,463
23     23
18,839   20,026 -1,187
41,225   43,326 -2,101
67,544   65,865 1,679
15,658   8,474 7,184
18,691   13,569 5,122
16,525   17,179 -654
21,269   19,428 1,841
14,785   13,457 1,328
7,729   7,440 289
6,647   3,309 3,338
15,931   12,508 3,423
20,920   22,010 -1,090
11,882   17,083 -5,201
65,837   64,530 1,307
18,222   12,284 5,938
21,702   20,103 1,599
6,752   8,513 -1,761
36,531   32,600 3,931
19,267   20,489 -1,222
27,532   19,534 7,998
13,852   14,020 -168
29,302   16,461 12,841
12,547   13,315 -768
10,913   9,765 1,148
20,554   20,971 -417
11,859   12,358 -499
19,381   12,716 6,665
16,004   9,200 6,804
14,284   13,788 496
14,986   15,591 -605
4,858   4,173 685
9,903   5,061 4,842
9,675   3,764 5,911
8,865   7,472 1,393
14,119   12,415 1,704
9,792   12,050 -2,258
11,652   11,175 477
13,706   11,479 2,227
296     296
16,995   16,166 829
8,268   8,525 -257
506     506
56     56
      18,502
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       -566
b       -6,212
c       -3,215
d       1,405
e       11,399
      1,017
      3,461
      41
      -4,760
      1,839
      -4,085
      -2,872
      103
      3,588
      2,111
      2,067
      665
      -3,466
      1,331
      3,024
      3,564
      6,567
      5
      1,655
      -2,198
      3,444
      2,076
      -367
      2,629
      99
      1,692
      4,189
      -972
      513
      11,680
      2,310
      2,930
      -524
      1,463
      23
      -1,187
      -2,101
      1,679
      7,184
      5,122
      -654
      1,841
      1,328
      289
      3,338
      3,423
      -1,090
      -5,201
      1,307
      5,938
      1,599
      -1,761
      3,931
      -1,222
      7,998
      -168
      12,841
      -768
      1,148
      -417
      -499
      6,665
      6,804
      496
      -605
      685
      4,842
      5,911
      1,393
      1,704
      -2,258
      477
      2,227
      296
      829
      -257
      506
      56
       
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 2 139,824
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))
2012 251,375 3,175,327 0.079165
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
2 Total of line 1, column (d) ...................... 2 0.310097
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 0.062019
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 3,228,806
5 Multiply line 4 by line 3....................... 5 200,247
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,782
7 Add lines 5 and 6......................... 7 202,029
8 Enter qualifying distributions from Part XII, line 4.............. 8 172,210
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 (2013)
Form 990-PF (2013)
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 3,563
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 3,563
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 3,563
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,640
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 2,640
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 9 923
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 2014 estimated taxBullet0 RefundedBullet 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 2013 or the taxable year beginning in 2013 (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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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
    43,298    
    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 (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    161,440
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    3,563
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,563
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    157,877
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    157,877
    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
    157,877
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 157,877
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 12,129
    b From 2009....... 14,889
    c From 2010....... 13,708
    d From 2011....... 75,427
    e From 2012....... 97,889
    fTotal of lines 3a through e......... 214,042
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 172,210
    a Applied to 2012, 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 2013 distributable amount..... 157,877
    e Remaining amount distributed out of corpus 14,333
    5 Excess distributions carryover applied to 2013. 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 5 228,375
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    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 2008 not
    applied on line 5 or line 7 (see instructions) ...
    12,129
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    216,246
    10 Analysis of line 9:
    a Excess from 2009.... 14,889
    b Excess from 2010.... 13,708
    c Excess from 2011.... 75,427
    d Excess from 2012.... 97,889
    e Excess from 2013.... 14,333
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 address 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 (2013)
    Form 990-PF (2013)
    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 15,000
    OMAHA BAR ASSN
    2133 CALIFORNIA STREET
    OMAHA,NE68178
    NONE N/A GENERAL SUPPORT 11,250
    CREIGHTON UNIVERSITY
    SCHOOL OF LAW
    2500 CALIFORNIA STREET
    OMAHA,NE68178
    NONE N/A GENERAL SUPPORT 68,500
    UNIVERSITY OF NEBRASKA
    LINCOLN
    40TH HOLDREGE STREET
    LINCOLN,NE68583
    NONE N/A GENERAL SUPPORT 68,500
    Total .................................bullet 3a 163,250
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 73,887  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 139,824  
    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)..   213,711  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13213,711
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 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 79,142 83,293
    DRIEHAUS ACTIVE INCOME FUND 82,718 79,850
    TCW EMERGING MARKETS INCOME FU 97,293 92,660
    OPPENHEIMER SR FLOAT RATE Y 99,262 99,736
    PIMCO TOTAL RETURN FUND 600,868 575,900

    TY 2013 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 16,476 23,670
    DOW CHEM CO 14,039 19,669
    DOLLAR TREE INC    
    MACYS INC 15,134 27,074
    GILEAD SCIENCES INC 8,610 25,083
    E M C CORP    
    FOOT LOCKER INC 15,510 17,944
    EMERSON ELEC CO 15,890 17,826
    CIGNA CORP 14,268 18,283
    CITIGROUP INC 10,684 17,822
    PRUDENTIAL FINANCIAL 15,258 24,807
    BORG WARNER INC 15,913 22,476
    AGILENT TECH INC 18,210 20,074
    BRUNSWICK CORP 15,133 16,812
    CHEVRON CORP 15,253 15,114
    IPATH GSCI TOTAL 44,263 32,374
    CATERPILLAR INN 14,360 14,984
    GOOGLE INC 17,134 30,259
    T ROWE PRICE SMALL CAP 98,850 114,708
    EXXON MOBIL    
    NATIONAL OILWELL VARCO INC    
    AUTODESK INC 12,530 18,266
    APPLE INC 22,337 28,051
    ANADARKO PETROLEUM CORP 19,011 19,513
    JP MORGAN CHASE 21,535 29,883
    CAPITAL ONE FINANCIAL CORP    
    B M C SOFTWARE    
    CF INDUSTRIES HOLDINGS    
    FIFTH THIRD BANCORP 16,111 17,287
    CVS CAREMARK CORP    
    FREEPORT MCMORAN COPPER    
    PIONEER NAT RES    
    SLM CORP 13,663 27,857
    SCHLUMBERGER LTD 11,231 16,130
    HARLEY DAVIDSON INC 24,508 26,796
    BANK OF AMERICA 10,316 19,961
    DOVER CORP    
    GENERAL ELECTRIC 29,441 32,066
    ALLERGAN INC    
    BOEING CO 18,689 25,660
    MASTERCARD INC 14,819 33,418
    ISHARES MSCI EMERGING MKTS 114,199 125,594
    PFIZER INC 21,659 35,684
    TERADATA CORP DEL    
    HOME DEPOT INC    
    INTERNATIONAL BUSINESS MACHINE    
    UNITED HEALTH GROUP 8,108 16,792
    JARDEN CORP 19,455 35,399
    BEST BUY 7,623 14,476
    EDISON INTL    
    ILLINOIS TOOL WORKSINC 24,340 29,932
    WILLIAMS SONOMA INC    
    INTERNATIONAL PAPER CO 13,508 14,807
    ISHARES DJ SELECT DIV    
    CA INC 18,196 24,464
    SCOUT INTL FUND 260,657 303,924
    TFS MARKET NEUTRAL    
    KRAFT FOODS GROUP    
    LSI CORP    
    MARATHON OIL 21,595 27,322
    MAXIM INTEGRATED PRODS INC 16,039 15,875
    MERK AND CO INC    
    MONDELEZ INTERNATIONAL 20,611 28,911
    MOTOROLA SOLUTIONS INC    
    OCCIDENTAL PETROLEUM CORP 11,907 13,219
    POLARIS INDS INC 10,862 18,059
    STAPLES INC 14,468 13,967
    STARBUCKS CORP    
    WELLS FARGO CO 22,747 30,736
    NUVEEN REAL ESTATE 220,867 198,711
    VANGUARD INTERNATIONAL 98,307 127,641
    ACE LTD 16,417 21,638
    COVIDIEN PIC    
    EATON CORP 18,908 27,708
    GLAXO SMITHKLINE PLC ADR    
    INGERSOLL RAND    
    NIELSEN HOLDINGS 14,522 22,716
    KOHLS CORP 13,246 14,642
    LIBERTY MEDIA CORP DELAWARE 12,120 16,092
    LINCOLN NATL CORP IND 12,592 18,325
    LOWES CO INC 12,140 16,302
    MICROSOFT CORP 38,440 42,311
    MONSANTO CO 12,552 14,336
    MORGAN STANLEY 12,372 15,994
    NRG ENERGY INC 15,671 18,438
    PITNEY BOWES INC 21,321 29,172
    ROCKWELL AUTOMATION INC 15,180 19,851
    STRYKER CORP 19,316 19,612
    SYMANTEC CORP 16,410 18,675
    XEROX CORP 23,964 27,309
    ROYAL CARIBBEAN CRUISES 13,029 16,739
    IPATH DOW JONES UBS COMMODITY 115,416 97,094
    NUVEEN SMALL CAP GROWTH OPP 99,841 100,521

    TY 2013 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 2,425 1,782 1,782


    TY 2013 OtherExpensesSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NONALLOCABLE EXPENSES - 12 12   0


    TY 2013 OtherIncreasesSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Description Amount
    ROUNDING 3


    TY 2013 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 2,177


    TY 2013 TaxesSchedule
    Name:
    WINTHROP FRANCES LANE FOUND 58001790
    EIN: 47-0581778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 29 29   0
    FEDERAL TAX PAYMENT - PRIOR YE 824 0   0
    FEDERAL TAX 2,640 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,056 1,056   0
    FOREIGN TAXES ON NONQUALIFIED 115 115   0