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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
DENISE G BUHRMAN TRUST #09934010
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

43-6110646
B Telephone number (see instructions)

(314) 418-2643
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$888,537
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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 21,528 21,058 470
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 121,240
b Gross sales price for all assets on line 6a 702,282
7 Capital gain net income (from Part IV, line 2)... 121,240
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........ 142,768 142,298 470
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,080 12,672   1,408
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)....... 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,079 475   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)....... 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,660 13,148 0 2,908
25 Contributions, gifts, grants paid........ 43,342 43,342
26 Total expenses and disbursements. Add lines 24 and 25 62,002 13,148 0 46,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,766
b Net investment income (if negative, enter -0-) 129,150
c Adjusted net income (if negative, enter -0-)... 470
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 1,099 746 746
2 Savings and temporary cash investments.......... 14,344 21,584 21,584
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)........ 750,965 Click to see attachment820,646 866,207
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 766,408 842,976 888,537
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 766,408 842,976
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 766,408 842,976
31 Total liabilities and net assets/fund balances (see instructions).. 766,408 842,976
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)............... 1 766,408
2 Enter amount from Part I, line 27a..................... 2 80,766
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1
4 Add lines 1, 2, and 3.......................... 4 847,175
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4,199
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 842,976
Form 990-PF (2014)
Form 990-PF (2014)
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 105.612 CAMBIAR INTL EQUITY FUND INS   2013-06-17 2014-04-23
b 1568.619 AMERICAN CENTY INTL BOND FD INSTL   2013-07-31 2014-04-23
c 3. APPLE INC   2007-11-26 2014-04-23
d 11. BOEING CO   2010-12-14 2014-04-23
e 43. CIGNA CORP   2013-06-10 2014-04-23
105. CA INC   2013-06-10 2014-04-23
34. CATERPILLAR INC   2013-08-28 2014-04-23
26. CHEVRON CORPORATION   2013-07-31 2014-04-23
133. CISCO SYSTEMS INC   2013-08-28 2014-04-23
100. CITIGROUP INC   2012-12-14 2014-04-23
54. CONAGRA FOODS INC   2012-12-14 2014-04-23
37. CONAGRA FOODS INC   2013-06-10 2014-04-23
80. D R HORTON INC   2013-06-10 2014-04-23
44. DOVER CORP   2012-04-12 2014-04-23
1714.131 DRIEHAUS SELECT CREDIT FUND   2013-08-28 2014-04-23
1022. ISHARES MSCI EMERGING MARKETS ETF   2013-08-28 2014-04-23
22. KNOWLES CORP   2012-04-12 2014-04-23
93. MAXIM INTEGRATED PRODS INC   2012-12-14 2014-04-23
107. MONDELEZ INTERNATIONAL W I   2012-12-14 2014-04-23
33. MOODYS CORP   2013-07-31 2014-04-23
30. NRG ENERGY INC   2012-12-14 2014-04-23
1741.723 LOOMIS SAYLES STRATEGIC ALPHA FUND Y   2013-06-17 2014-04-23
42. NETAPP INC   2013-08-28 2014-04-23
1165.257 NUVEEN HIGH INCOME BOND FD CL I   2010-08-10 2014-04-23
689.497 NUVEEN REAL ESTATE SECS I   2010-08-10 2014-04-23
11. OCCIDENTAL PETROLEUM CORPORATION   2010-08-10 2014-04-23
45. OWENS ILL INC   2013-08-28 2014-04-23
3749.844 PIMCO TOTAL RETURN FUND INST   2012-12-14 2014-04-23
44. P N C FINANCIAL SERVICES GROUP INC   2013-07-31 2014-04-23
21. POLARIS INDS INC   2011-11-03 2014-04-23
2535.391 ROBECO BOSTON PARTNERS L S RSRCH   2013-08-28 2014-04-23
123.807 T ROWE PRICE MID CAP VALUE FD INC   2011-11-03 2014-04-23
41.254 LAUDUS INTERNATIONAL MARKETMASTERS   2009-03-25 2014-04-23
572.694 LAUDUS INTERNATIONAL MARKETMASTERS   2011-02-18 2014-04-23
461.16 SCOUT INTERNATIONAL FUND   2011-12-22 2014-04-23
60. STAPLES INC   2013-07-31 2014-04-23
127. STAPLES INC   2012-12-14 2014-04-23
116. SYMANTEC CORP   2013-06-10 2014-04-23
40. TYSON FOODS INC CL A   2013-06-10 2014-04-23
65. TYSON FOODS INC CL A   2012-07-25 2014-04-23
27. UNITED HEALTH GROUP INC   2012-12-14 2014-04-23
14. UNITED HEALTH GROUP INC   2013-07-31 2014-04-23
49. NIELSEN NV   2012-12-14 2014-04-23
.824 ABERDEEN FDS EMRGN   2011-11-21 2014-05-16
69.013 ABERDEEN FDS EMRGN   2012-04-12 2014-05-16
669.164 ABERDEEN FDS EMRGN   2013-06-10 2014-05-16
238.403 CAMBIAR INTL EQUITY FUND INS   2013-06-17 2014-05-16
8. APPLE INC   2011-11-21 2014-05-16
288. BANK OF AMERICA CORP   2012-12-14 2014-05-16
2174.27 BLACKROCK EMERGING MKTS L S EQTY IS   2014-04-23 2014-05-16
64. BORG WARNER INC   2013-06-10 2014-05-16
48. BRUNSWICK CORP   2014-04-23 2014-05-16
198.328 E I I INTL PPTY I   2013-06-17 2014-05-16
23. FOOT LOCKER INC   2010-08-10 2014-05-16
489.464 GOLDMAN SACHS COMM STRAT INS   2013-08-28 2014-05-16
42. ISHARES MSCI EMERGING MARKETS ETF   2013-08-28 2014-05-16
57. KOHLS CORP   2014-04-23 2014-05-16
21. LINCOLN NATIONAL CORP   2013-06-10 2014-05-16
85. MARATHON OIL CORPORATION   2012-12-14 2014-05-16
199.683 NUVEEN HIGH INCOME BOND FD CL I   2010-08-10 2014-05-16
100.166 NUVEEN REAL ESTATE SECS I   2010-08-10 2014-05-16
142.154 T ROWE PRICE INTL BOND FUND   2013-06-10 2014-05-16
122.417 LAUDUS INTERNATIONAL MARKETMASTERS   2009-03-25 2014-05-16
35. STRYKER CORP   2014-04-23 2014-05-16
47. ZOETIS INC   2013-06-10 2014-05-16
.0515 VERITIV CORP   2013-06-10 2014-08-07
62. AMERICAN AIRLINES GROUP INC   2014-04-23 2014-08-20
27. CARLISLE COS INC   2014-04-23 2014-08-20
331.372 CAUSEWAY EMERGING MARKETS INSTL   2014-04-23 2014-08-20
560.121 E I I INTL PPTY I   2014-04-23 2014-08-20
1622.296 E I I INTL PPTY I   2013-07-31 2014-08-20
10. GILEAD SCIENCES INC   2012-04-12 2014-08-20
7. GOOGLE INC CL A   2012-12-14 2014-08-20
7. GOOGLE INC CL C   2012-12-14 2014-08-20
20. LIBERTY MEDIA CORP DELAWARE   2012-12-14 2014-08-20
40. LIBERTY MEDIA CORP C   2012-12-14 2014-08-20
8. LINCOLN NATIONAL CORP   2013-06-10 2014-08-20
21. LINCOLN NATIONAL CORP   2014-04-23 2014-08-20
31. MICROSOFT CORP   2013-06-10 2014-08-20
7. MOHAWK INDS INC   2013-06-17 2014-08-20
811.238 NEUBERGER BERMAN LONG SH INS   2014-04-23 2014-08-20
77.185 LAUDUS INTERNATIONAL MARKETMASTERS   2009-03-25 2014-08-20
108.317 SCOUT INTERNATIONAL FUND   2011-12-22 2014-08-20
510.532 TCW EMERGING MARKETS INCOME FUND   2014-04-23 2014-08-20
949.407 LS OPPORTUNITY   2014-04-23 2014-08-20
46. EATON CORP PLC   2012-12-14 2014-08-20
16. EMERSON ELECTRIC CO   2013-07-31 2014-09-18
1384.95485 GOLDMAN SACHS COMM STRAT INS   2013-08-28 2014-09-18
2353.22715 GOLDMAN SACHS COMM STRAT INS   2013-08-28 2014-09-18
19. LOWES CO INC   2012-12-14 2014-09-18
157. NAVIENT CORP W D   2011-06-23 2014-09-18
107.568 CONGRESS MID CAP GROWTH INS   2013-06-17 2014-09-18
162.238 T ROWE PRICE INTL BOND FUND   2014-04-23 2014-09-18
2538.424 T ROWE PRICE INTL BOND FUND   2013-06-10 2014-09-18
31.263 T ROWE PRICE MID CAP VALUE FD INC   2011-11-03 2014-09-18
10. SCHLUMBERGER LTD   2011-11-03 2014-09-18
2814.728 LAUDUS INTERNATIONAL MARKETMASTERS   2011-02-18 2014-09-18
1868.306 SCOUT INTERNATIONAL FUND   2011-12-22 2014-09-18
932.194 MORGAN DEMPSEY SMALL MICRO CAP VALUE   2013-06-17 2014-09-18
1. VERITIV CORP   2013-06-10 2014-11-18
. AMERICAN INTL GROUP INC     2014-11-24
.4 CALIFORNIA RESOURCES CORP   2010-11-17 2014-12-23
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 2,615   2,334 281
b 22,337   21,569 768
c 1,581   529 1,052
d 1,432   713 719
e 3,326   2,967 359
3,195   3,071 124
3,526   2,826 700
3,244   3,285 -41
3,116   3,215 -99
4,819   3,739 1,080
1,681   1,637 44
1,152   1,252 -100
1,702   1,846 -144
3,795   2,068 1,727
17,433   17,313 120
42,157   38,427 3,730
683   408 275
3,047   2,501 546
3,757   2,746 1,011
2,634   2,228 406
979   702 277
17,522   17,835 -313
1,497   1,744 -247
10,720   10,033 687
15,217   11,464 3,753
1,067   852 215
1,467   1,302 165
40,573   40,546 27
3,722   3,372 350
2,939   1,379 1,560
37,169   33,637 3,532
3,870   2,840 1,030
998   419 579
13,853   11,420 2,433
17,187   12,802 4,385
716   1,025 -309
1,515   1,517 -2
2,380   2,583 -203
1,729   1,022 707
2,809   970 1,839
2,029   1,322 707
1,052   1,019 33
2,211   1,457 754
13   11 2
1,066   1,000 66
10,339   9,977 362
5,891   5,269 622
4,692   2,110 2,582
4,133   3,059 1,074
21,504   21,699 -195
3,771   2,687 1,084
1,967   2,069 -102
3,897   3,768 129
1,113   297 816
2,868   2,878 -10
1,797   1,579 218
2,974   3,077 -103
976   761 215
3,046   2,619 427
1,847   1,719 128
2,286   1,660 626
1,400   1,349 51
2,942   1,243 1,699
2,779   2,765 14
1,429   1,496 -67
2   2  
2,490   2,283 207
2,213   2,239 -26
4,328   3,943 385
11,062   10,766 296
32,040   30,844 1,196
1,019   230 789
4,164   2,318 1,846
4,090   2,310 1,780
973   650 323
1,937   1,253 684
423   290 133
1,112   1,024 88
1,396   1,094 302
1,009   799 210
10,619   10,303 316
1,859   783 1,076
4,004   3,007 997
4,457   4,360 97
12,418   11,849 569
3,202   2,321 881
1,036   980 56
7,410   8,153 -743
12,590   13,837 -1,247
1,029   654 375
2,800   1,654 1,146
1,523   1,251 272
1,536   1,576 -40
24,039   24,028 11
1,039   717 322
1,045   759 286
66,709   33,793 32,916
69,295   51,864 17,431
12,585   11,074 1,511
48   34 14
80     80
2   3 -1
      11,794
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       281
b       768
c       1,052
d       719
e       359
      124
      700
      -41
      -99
      1,080
      44
      -100
      -144
      1,727
      120
      3,730
      275
      546
      1,011
      406
      277
      -313
      -247
      687
      3,753
      215
      165
      27
      350
      1,560
      3,532
      1,030
      579
      2,433
      4,385
      -309
      -2
      -203
      707
      1,839
      707
      33
      754
      2
      66
      362
      622
      2,582
      1,074
      -195
      1,084
      -102
      129
      816
      -10
      218
      -103
      215
      427
      128
      626
      51
      1,699
      14
      -67
       
      207
      -26
      385
      296
      1,196
      789
      1,846
      1,780
      323
      684
      133
      88
      302
      210
      316
      1,076
      997
      97
      569
      881
      56
      -743
      -1,247
      375
      1,146
      272
      -40
      11
      322
      286
      32,916
      17,431
      1,511
      14
      80
      -1
       
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 2 121,240
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 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))
2013 43,050 867,110 0.049648
2012 42,364 804,409 0.052665
2011 43,199 834,909 0.051741
2010 39,938 778,732 0.051286
2009 38,724 731,116 0.052966
2 Total of line 1, column (d) ...................... 2 0.258306
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 0.051661
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 893,938
5 Multiply line 4 by line 3....................... 5 46,182
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,292
7 Add lines 5 and 6......................... 7 47,474
8 Enter qualifying distributions from Part XII, line 4.............. 8 46,250
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 (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,583
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,583
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,583
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,569
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 3,569
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 986
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet986 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 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)
    bulletMO
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletUS BANK NA Telephone no.bullet (314) 418-2643
    Located atbulletPO BOX 387ST LOUISMO ZIP+4bullet63166
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 TRUSTEE
    0
    14,080    
    PO BOX 387
    ST LOUIS,MO63166
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    898,748
    b
    Average of monthly cash balances.......................
    1b
    8,803
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    907,551
    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
    907,551
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,613
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    893,938
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    44,697
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    44,697
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,583
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,583
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    42,114
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    42,114
    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
    42,114
    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
    46,250
    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
    46,250
    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
    46,250
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 42,114
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 2,578
    b From 2010....... 1,566
    c From 2011....... 2,987
    d From 2012....... 2,964
    e From 2013....... 930
    fTotal of lines 3a through e......... 11,025
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 46,250
    a Applied to 2013, 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 2014 distributable amount..... 42,114
    e Remaining amount distributed out of corpus 4,136
    5 Excess distributions carryover applied to 2014. 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 15,161
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    2,578
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    12,583
    10 Analysis of line 9:
    a Excess from 2010.... 1,566
    b Excess from 2011.... 2,987
    c Excess from 2012.... 2,964
    d Excess from 2013.... 930
    e Excess from 2014.... 4,136
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    HUMANE SOCIETY BRANSON TRI-LAKES
    PO BOX 588
    REEDS SPRING,MO65737
    NONE PUBLIC EXEMPT PURPOSE 21,671
    WILDLIFE RESCUE CENTER
    1128 NEW BALLWIN ROAD
    BALLWIN,MO63021
    NONE PUBLIC EXEMPT PURPOSE 21,671
    Total .................................bullet 3a 43,342
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 21,528  
    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 .............
        18 121,240  
    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)..   142,768  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13142,768
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN TOWER CORP 2,764 4,349
    AUTODESK INC 1,921 3,243
    APPLE INC 9,528 12,363
    BEST BUY CO INC 866 2,807
    EXXON MOBIL CORP 2,751 3,883
    ROCKWELL AUTOMATION INC ROK 2,871 3,225
    UNITED TECHNOLOGIES CORP 1,226 3,795
    WELLS FARGO CO 3,102 6,249
    SCHLUMBERGER LTD 2,599 3,160
    PIMCO TOTAL RETURN FUND    
    INTERNATIONAL PAPER CO IP 2,475 2,947
    JP MORGAN CHASE CO 4,627 6,759
    LAUDUS INTL MKTMASTERS FD    
    ALLERGAN INC 4,099 5,315
    ANADARKO PETROLEUM CORP 3,375 3,960
    BOEING CO 1,621 3,250
    BORG WARNER INC BWA    
    CATERPILLAR INC    
    CITIGROUP INC 3,811 4,437
    CENTURYLINK INC 3,115 3,246
    DOVER CORP    
    EATON CORP    
    FOOT LOCKER INC 606 2,640
    ELECTRONIC ARTS INC 2,507 4,184
    JARDEN CORP    
    MASTERCARD INC 2,152 4,308
    MICROSOFT CORP MSFT 5,821 7,664
    MEDTRONIC INC 3,271 4,043
    OCCIDENTAL PETROLEUM CORP 2,040 2,096
    PFIZER INC 3,702 6,012
    SLM CORP 1,932 2,751
    SOUTHWEST AIRLINES CO 3,516 6,136
    UNITED HEALTH GROUP INC    
    ACE LTD 1,649 3,332
    CHEVRON CORPORATION CVX    
    INVESCO LTD 3,476 3,833
    NEUBERGER BERMAN GENESIS INSTL 15,923 16,229
    E O G RES INC 3,459 3,038
    NUVEEN HIGH INCOME BOND FD I 24,231 22,818
    T ROWE PRICE INTL BOND FUND 1,039 944
    ABBVIE INC 3,623 3,992
    CISCO SYS INC    
    DOW CHEM CO 2,333 3,238
    D R HORTON INC DHI    
    FIFTH THIRD BANCORP 2,038 2,139
    HEWLETT PACKARD CO 4,487 5,658
    MACYS INC 1,896 3,222
    P N C FINANCIAL SERVICES PNC    
    POLARIS INDS INC 1,643 3,327
    PRUDENTIAL FINANCIAL INC 3,393 4,071
    SLM CORP    
    HARLEY DAVIDSON INC 3,009 2,768
    ABERDEEN FDS EMRGN MKT INSTL 56,489 50,470
    ILLINOIS TOOL WORKSINC ITW 2,678 3,599
    NUVEEN REAL ESTATE SECURIT 48,648 57,276
    SEMPRA ENERGY 3,470 3,898
    ROWE T PRICE MID CAP VALUE FD    
    SCOUT INTERNATIONAL FUND    
    BANK OF AMERICA CORP    
    CALIFORNIA RESOURCES CORP 71 55
    CONAGRA FOODS INC    
    CVS HEALTH CORPORATION 3,005 3,949
    E TRADE FINANCIAL GROUP 3,599 3,978
    EMERSON ELEC CO 3,326 3,148
    FEDERATED INST HI YLD BD FD 75,000 71,594
    GILEAD SCIENCES INC 2,341 5,279
    GOOGLE INC    
    HALLIBURTON CO 2,377 1,495
    JARDEN CORP 1,042 3,591
    LIBERTY MEDIA CORP    
    LOWES CO INC 2,608 4,747
    LS OPPORTUNITY 23,473 24,149
    MARATHON OIL CORPORATION    
    MAXIM INTEGRATED PRODS INC    
    KROGER CO 2,591 3,532
    MONDELEZ INTERNATIONAL W I    
    MCKESSON CORPORATION 3,415 4,152
    NRG ENERGY INC    
    NRG ENERGY INC 2,178 2,506
    STAPLES INC    
    TYSON FOODS INC    
    T ROWE PRICE INTL GR&INC FD 54,007 46,655
    T ROWE PRICE MID CAP VALUE FD 22,701 27,188
    CAUSEWAY EMERGING MARKETS INST 55,843 53,723
    FIDELITY INVT TR AD INTL DISCI 53,631 51,213
    NIELSEN HOLDINGS N V    
    MYLAN INC 2,798 3,157
    P P G INDS INC 2,754 3,236
    SIGNET JEWELERS LTD 2,512 3,289
    CAMBIAR INTL EQUITY FUND INS 16,305 16,597
    CONGRESS MID CAP GROWTH INS 26,779 32,154
    E I I INTL PPTY I    
    ISHARES MSCI EMERGING MKTS EEM    
    MORGAN DEMPSEY SMALL MICRO CAP 11,812 12,025
    ROBECO BOSTON PTNRS L S RSRCH 15,654 16,405
    ROYAL CARIBBEAN CRUISES LTD 2,332 5,605
    AMERICAN CENTY INTL BOND FD    
    DRIEHAUS SELECT CREDIT FUND    
    GOLDMAN SACHS COMM STRAT INS 27,801 18,427
    LOOMIS SAYLES STRATEGIC ALPHA    
    CIGNA CORP CI    
    CA INC 2,558 2,741
    KOHLS CORP    
    LINCOLN NATL CORP IND    
    MOHAWK INDS INC 2,462 3,107
    MONSANTO CO 2,866 3,226
    MOODYS CORP MCO    
    MORGAN STANLEY 3,034 4,346
    NETAPP INC NTAP    
    OWENS III INC    
    PITNEY BOWES INC 2,011 2,900
    SYMANTEC CORP SYMC    
    ZOETIS INC ZTS    
    T ROWE PRICE SC STOCK 13,849 13,532
    TCW EMERGING MARKETS INC FD 52,645 49,540
    VERIZON COMMUNICATIONS INC 5,803 5,520
    VOYA INTERNATIONAL REAL ESTATE 47,151 42,970
    WESTERN DIGITAL CORP 2,808 3,653
    XEROX CORP 2,414 2,772
    XILINX INC 3,308 3,377

    TY 2014 OtherDecreasesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 1 1   0


    TY 2014 OtherIncreasesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    DENISE G BUHRMAN TRUST #09934010
    EIN: 43-6110646
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 475 475   0
    FEDERAL EXCISE TAX 2,604 0   0