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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
KINMAN-OLDFIELD FAM FDN TR
 
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

39-6720478
B Telephone number (see instructions)

(402) 434-1584
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,822,876J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 79,586 79,586  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 147,062
b Gross sales price for all assets on line 6a 1,375,262
7 Capital gain net income (from Part IV, line 2)... 147,062
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)....... Click to see attachment 5,384    
12 Total. Add lines 1 through 11........ 232,032 226,648  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,802 47,522   5,280
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,643 2,483   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 57,445 50,005 0 5,280
25 Contributions, gifts, grants paid....... 279,437 279,437
26 Total expenses and disbursements. Add lines 24 and 25 336,882 50,005 0 284,717
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -104,850
b Net investment income (if negative, enter -0-) 176,643
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 161,177 97,938 97,938
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)....... 3,317,467 Click to see attachment3,377,426 3,933,626
c Investments—corporate bonds (attach schedule)....... 888,649 Click to see attachment787,131 791,312
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) 4,367,293 4,262,495 4,822,876
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 4,367,293 4,262,495
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)..... 4,367,293 4,262,495
31 Total liabilities and net assets/fund balances (see instructions). 4,367,293 4,262,495
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
4,367,293
2
Enter amount from Part I, line 27a .....................
2
-104,850
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
161
4
Add lines 1, 2, and 3 ..........................
4
4,262,604
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
109
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,262,495
Form 990-PF (2018)
Form 990-PF (2018)
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 19. ALBEMARLE CORP     2018-07-02
b 1. AMAZON COM INC   2016-08-03 2018-07-02
c 17. AMERICAN CAMPUS COMMUNITIES   2017-10-09 2018-07-02
d 1. AMERICAN INTL GROUP INC   1911-11-11 2018-07-02
e 1. AMERICAN INTL GROUP INC   1911-11-11 2018-07-02
1. AMERICAN INTL GROUP INC   1911-11-11 2018-07-02
30. AMERICAN TOWER CORP   2017-04-17 2018-07-02
3. BIOGEN, INC   2016-08-03 2018-07-02
9. CABOT OIL & GAS CORP CL A   2017-04-17 2018-07-02
2. CABOT OIL & GAS CORP CL A   2017-04-17 2018-07-02
14. CELGENE CORP   2017-10-18 2018-07-02
15. CELGENE CORP     2018-07-02
2. CENTENE CORP COM   2018-06-06 2018-07-02
8. COSTCO WHOLESALE CORP COM     2018-07-02
2. FACEBOOK INC A   2017-04-17 2018-07-02
1. FIDELITY NATL INFORMATION SVCS INC   2017-04-17 2018-07-02
117.99968 GENERAL ELEC CO   2017-07-20 2018-07-02
16.00032 GENERAL ELEC CO   2017-07-20 2018-07-02
80. HORMEL FOODS CORPORATIONCOM     2018-07-02
4. MICROSOFT CORP   2018-06-06 2018-07-02
10. MOHAWK INDS INC COM   2018-03-05 2018-07-02
1. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2017-04-17 2018-07-02
240.99796 PARSLEY ENERGY INC-CLASS A     2018-07-02
32.00204 PARSLEY ENERGY INC-CLASS A   2018-02-22 2018-07-02
2. S P GLOBAL INC   2018-06-06 2018-07-02
39. TRANSCANADA CORP   2017-11-14 2018-07-02
5. TRANSDIGM GROUP INC   2017-04-17 2018-07-02
15.00028 WAL MART STORES INC   2018-03-05 2018-07-02
18.99972 WAL MART STORES INC     2018-07-02
2. CHUBB LTD   2018-03-05 2018-07-02
1. CHUBB LTD   2018-02-20 2018-07-02
100000. AMERICAN EXPRESS CR 2.125% 7/27/18   2014-10-09 2018-07-27
30. DELTA AIR LINES INC     2018-08-07
16. MAGNA INTL INC-CL A   2016-09-19 2018-08-07
17. MAGNA INTL INC-CL A   2018-06-06 2018-08-07
58. RINGCENTRAL INC   2018-08-01 2018-08-07
15. SCHWAB CHARLES CORP NEW COM   2018-06-06 2018-08-07
4. SERVICENOW INC   2018-06-06 2018-08-07
1. TYLER TECHNOLOGIES INC   2018-06-06 2018-08-07
6. ZILLOW GROUP INC C   2018-07-02 2018-08-07
207. ZILLOW GROUP INC C     2018-08-08
1178.473 VANGUARD SMALL CAP INDEX FUND     2018-08-15
20. ALBEMARLE CORP     2018-09-05
12. AMAZON COM INC   2016-08-03 2018-09-05
22. AMERICAN CAMPUS COMMUNITIES     2018-09-05
19. AMERICAN TOWER CORP   2018-08-07 2018-09-05
25. APPLE COMPUTER INC   2016-08-03 2018-09-05
35. APPLE COMPUTER INC     2018-09-05
18. BANK OF AMERICA CORP     2018-09-05
72. BANK OF AMERICA CORP     2018-09-05
35. CELGENE CORP     2018-09-05
14. CENTENE CORP COM   2018-08-07 2018-09-05
283. DELTA AIR LINES INC   2016-08-03 2018-09-05
108. GENERAL ELEC CO   2017-10-09 2018-09-05
49. HORMEL FOODS CORPORATIONCOM   2018-08-07 2018-09-05
13. J P MORGAN CHASE & CO   2018-08-07 2018-09-05
18. MAGNA INTL INC-CL A   2018-07-02 2018-09-05
38. MICROSOFT CORP   2016-08-03 2018-09-05
70. PARSLEY ENERGY INC-CLASS A   2018-08-07 2018-09-05
3. RAYTHEON COMPANY   2018-06-06 2018-09-05
8. RAYTHEON COMPANY     2018-09-05
45. SCHWAB CHARLES CORP NEW COM   2018-06-06 2018-09-05
181. SPLUNK INC   2017-04-17 2018-09-05
246. SQUARE INC A   2018-08-07 2018-09-05
38. TRANSCANADA CORP   2017-11-14 2018-09-05
12. UNITEDHEALTH GRP INC COM   2011-06-14 2018-09-05
21. WAL MART STORES INC   2016-08-03 2018-09-05
29. WESTERN DIGITAL CORP COM     2018-09-05
4. CHUBB LTD     2018-09-05
13. CHUBB LTD   2018-08-07 2018-09-05
51. MYLAN NV     2018-09-05
56.99953 MYLAN NV   2016-09-19 2018-09-05
16.00047 MYLAN NV   2016-09-19 2018-09-05
909.369 VANGUARD SMALL CAP INDEX FUND   2017-03-31 2018-10-11
3. ALBEMARLE CORP   2018-01-26 2018-10-12
2. ALPHABET INC CL A     2018-10-12
9. AMERICAN CAMPUS COMMUNITIES   2018-08-07 2018-10-12
3. AMERICAN TOWER CORP   2018-08-07 2018-10-12
1. APPLE COMPUTER INC   2017-09-26 2018-10-12
13. BANK OF AMERICA CORP   2018-02-06 2018-10-12
7. BIOGEN, INC   2018-08-07 2018-10-12
8. CVS CORP COM     2018-10-12
14. CABOT OIL & GAS CORP CL A   2018-08-07 2018-10-12
7. CELGENE CORP   2017-11-14 2018-10-12
4. CENTENE CORP COM   2018-08-07 2018-10-12
10. COSTCO WHOLESALE CORP COM   2018-08-07 2018-10-12
10. DELTA AIR LINES INC   2018-03-05 2018-10-12
6. EDWARDS LIFESCIENCES CORP COM     2018-10-12
5. FIDELITY NATL INFORMATION SVCS INC     2018-10-12
4. GENERAL ELEC CO   2018-02-06 2018-10-12
524. HORMEL FOODS CORPORATIONCOM   2017-10-09 2018-10-12
1. J P MORGAN CHASE & CO   2018-04-17 2018-10-12
7. MAGNA INTL INC-CL A   2018-07-02 2018-10-12
8. MARATHON PETROLEUM CORP   2017-05-24 2018-10-12
3. MASTERCARD INC   2018-08-07 2018-10-12
14. MICROSOFT CORP   2018-08-07 2018-10-12
651. MICRON TECHNOLOGY INC   2018-09-13 2018-10-12
12. MOHAWK INDS INC COM   2018-03-05 2018-10-12
5. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2018-08-07 2018-10-12
29. PARSLEY ENERGY INC-CLASS A   2018-08-07 2018-10-12
2. RAYTHEON COMPANY   2018-02-04 2018-10-12
9. RINGCENTRAL INC   2018-08-01 2018-10-12
10. S P GLOBAL INC     2018-10-12
14. SCHWAB CHARLES CORP NEW COM     2018-10-12
4. SERVICENOW INC   2018-06-06 2018-10-12
1. SERVICENOW INC   2016-08-03 2018-10-12
7. SQUARE INC A   2018-08-07 2018-10-12
7. TRANSDIGM GROUP INC   2018-08-07 2018-10-12
1. TYLER TECHNOLOGIES INC   2018-06-06 2018-10-12
2. UNITEDHEALTH GRP INC COM   2018-08-07 2018-10-12
6. WAL MART STORES INC     2018-10-12
2. WESTERN DIGITAL CORP COM     2018-10-12
3. APTIV PLC   2018-09-05 2018-10-12
3. CHUBB LTD     2018-10-12
22. MYLAN NV   2018-07-02 2018-10-12
603.243 VANGUARD SMALL CAP INDEX FUND   2017-03-31 2018-10-24
1. SECURITY LITIGATION   1911-11-11 2018-10-30
6. AMERICAN CAMPUS COMMUNITIES   2018-08-07 2018-11-12
7. AMERICAN TOWER CORP   2017-10-09 2018-11-12
162. CVS CORP COM   2016-09-19 2018-11-12
4. CVS CORP COM   2018-08-07 2018-11-12
7. CABOT OIL & GAS CORP CL A   2017-04-17 2018-11-12
21. CENTENE CORP COM   2018-08-07 2018-11-12
44. COSTCO WHOLESALE CORP COM   2017-08-21 2018-11-12
1136. GENERAL ELEC CO     2018-11-12
1323. GENERAL ELEC CO     2018-11-12
247. HORMEL FOODS CORPORATIONCOM     2018-11-12
548. MAGNA INTL INC-CL A     2018-11-12
34. MAGNA INTL INC-CL A   2018-07-02 2018-11-12
233. MICRON TECHNOLOGY INC   2018-09-13 2018-11-12
13. RINGCENTRAL INC   2018-08-01 2018-11-12
5. UNITEDHEALTH GRP INC COM   2017-10-09 2018-11-12
3. WAL MART STORES INC   2016-08-03 2018-11-12
356. WESTERN DIGITAL CORP COM     2018-11-12
222. MYLAN NV     2018-11-12
192.54 VANGUARD MID CAP INDEX-ADM     2018-12-11
518.058 VANGUARD SMALL CAP INDEX FUND   2017-03-31 2018-12-11
1. ALPHABET INC CL A   2018-02-06 2019-02-08
1. ALPHABET INC CL A   2018-07-02 2019-02-08
121. AMERICAN TOWER CORP     2019-02-08
694. BANK OF AMERICA CORP     2019-02-08
49. BANK OF AMERICA CORP     2019-02-08
350. CABOT OIL & GAS CORP CL A     2019-02-08
35. CABOT OIL & GAS CORP CL A     2019-02-08
29. CELGENE CORP   2018-08-07 2019-02-08
1. COSTCO WHOLESALE CORP COM   2018-08-07 2019-02-08
32. DELTA AIR LINES INC     2019-02-08
5. EDWARDS LIFESCIENCES CORP COM   2017-11-14 2019-02-08
16. FACEBOOK INC A     2019-02-08
16. FACEBOOK INC A   2017-04-17 2019-02-08
7. HORMEL FOODS CORPORATIONCOM   2017-10-23 2019-02-08
1. J P MORGAN CHASE & CO   2018-04-17 2019-02-08
11. MICROSOFT CORP   2018-08-07 2019-02-08
8. MICRON TECHNOLOGY INC   2018-09-13 2019-02-08
26. MOHAWK INDS INC COM   2018-03-05 2019-02-08
6. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008     2019-02-08
81. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008     2019-02-08
95. PARSLEY ENERGY INC-CLASS A   2018-08-07 2019-02-08
336. RED HAT INC COM     2019-02-08
145. RED HAT INC COM   2017-09-06 2019-02-08
3. S P GLOBAL INC   2018-08-07 2019-02-08
5. S P GLOBAL INC   2017-11-14 2019-02-08
8. SCHWAB CHARLES CORP NEW COM   2018-07-02 2019-02-08
16. SERVICENOW INC   2016-08-03 2019-02-08
215. SPLUNK INC     2019-02-08
63. SQUARE INC A   2018-02-06 2019-02-08
27. TRANSCANADA CORP   2018-08-07 2019-02-08
52. TRANSDIGM GROUP INC   2017-04-17 2019-02-08
19. TRANSUNION   2018-11-12 2019-02-08
10. WAL MART STORES INC   2018-02-07 2019-02-08
11. WESTERN DIGITAL CORP COM     2019-02-08
5. WESTERN DIGITAL CORP COM   2017-10-16 2019-02-08
308. APTIV PLC     2019-02-08
148. CHUBB LTD     2019-02-08
9. CHUBB LTD   2018-08-07 2019-02-08
1. BANK OF AMERICA CLASS ACTION PROCEEDS   2019-02-15 2019-02-15
32. MARATHON PETROLEUM CORP     2019-03-07
13. MICRON TECHNOLOGY INC   2018-09-13 2019-03-07
55. PARSLEY ENERGY INC-CLASS A   2018-08-07 2019-03-07
11. SCHWAB CHARLES CORP NEW COM   2018-07-02 2019-03-07
17. WESTERN DIGITAL CORP COM   2017-10-16 2019-03-07
1. PFIZER INC COM   2019-03-13 2019-03-13
516. CABOT OIL & GAS CORP CL A   2018-09-05 2019-04-03
11. BANK OF AMERICA CORP   2013-01-29 2019-05-06
10. BIOGEN, INC     2019-05-06
61. BIOGEN, INC   2016-08-03 2019-05-06
61. SERVICENOW INC     2019-05-06
60. TRANSDIGM GROUP INC   2017-04-17 2019-05-06
468. TC ENERGY CORP     2019-05-10
10. ALBEMARLE CORP   2018-11-12 2019-05-22
11. BANK OF AMERICA CORP   2013-01-29 2019-05-22
16. CABOT OIL & GAS CORP CL A   2018-09-05 2019-05-22
48. CENTENE CORP COM   2018-08-07 2019-05-22
16. FIVE BELOW   2019-03-07 2019-05-22
13. MARATHON PETROLEUM CORP     2019-05-22
14. SCHWAB CHARLES CORP NEW COM   2018-07-02 2019-05-22
3. UNITEDHEALTH GRP INC COM   2017-11-14 2019-05-22
11. UNITEDHEALTH GRP INC COM     2019-05-22
12. AMAZON COM INC     2019-06-21
10. FACEBOOK INC A   2017-04-17 2019-06-21
348. MICROSOFT CORP     2019-06-21
123. MOHAWK INDS INC COM     2019-06-21
22. MOHAWK INDS INC COM   2018-08-07 2019-06-21
245. PARSLEY ENERGY INC-CLASS A     2019-06-21
981. PARSLEY ENERGY INC-CLASS A     2019-06-21
258. RAYTHEON COMPANY     2019-06-21
121. RAYTHEON COMPANY     2019-06-21
296. SQUARE INC A   2018-02-06 2019-06-21
456. TC ENERGY CORP     2019-06-21
17. WESTERN DIGITAL CORP COM   2019-05-22 2019-06-21
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 1,776   2,240 -464
b 1,693   755 938
c 720   766 -46
d 12     12
e 77     77
11     11
4,289   3,700 589
877   864 13
210   217 -7
47   48 -1
1,111   1,467 -356
1,190   1,493 -303
245   236 9
1,654   1,259 395
389   281 108
106   81 25
1,559   3,169 -1,610
211   430 -219
2,954   2,643 311
396   409 -13
2,125   2,377 -252
102   105 -3
7,182   7,139 43
954   1,020 -66
405   408 -3
1,648   1,934 -286
1,707   1,173 534
1,254   1,351 -97
1,588   1,713 -125
253   283 -30
126   143 -17
100,000   101,518 -1,518
1,643   1,118 525
946   643 303
1,005   1,120 -115
5,060   4,431 629
763   858 -95
743   745 -2
234   234  
294   361 -67
10,565   10,435 130
90,000   75,321 14,679
1,918   2,369 -451
24,030   9,065 14,965
920   974 -54
2,799   2,849 -50
5,669   2,640 3,029
7,936   5,928 2,008
557   261 296
2,228   2,279 -51
3,214   3,533 -319
2,024   1,904 120
16,210   10,342 5,868
1,348   2,541 -1,193
1,962   1,826 136
1,493   1,532 -39
958   1,030 -72
4,126   2,168 1,958
1,878   2,234 -356
594   638 -44
1,585   1,704 -119
2,275   2,573 -298
22,042   10,818 11,224
21,370   17,444 3,926
1,586   1,884 -298
3,206   597 2,609
2,026   1,540 486
1,744   2,653 -909
549   575 -26
1,783   1,806 -23
1,986   2,068 -82
2,220   2,371 -151
623   665 -42
64,802   58,081 6,721
284   343 -59
2,216   2,398 -182
351   374 -23
425   450 -25
219   152 67
363   396 -33
2,310   2,459 -149
592   757 -165
322   335 -13
574   694 -120
561   544 17
2,249   2,239 10
520   535 -15
856   859 -3
509   528 -19
49   60 -11
20,666   16,553 4,113
106   111 -5
333   401 -68
638   425 213
603   607 -4
1,513   1,526 -13
27,504   28,166 -662
1,865   2,853 -988
474   550 -76
820   925 -105
382   427 -45
712   688 24
1,848   2,028 -180
674   722 -48
728   745 -17
182   73 109
506   496 10
2,275   2,506 -231
212   234 -22
516   516  
567   448 119
108   205 -97
219   259 -40
373   438 -65
700   800 -100
41,165   38,529 2,636
106     106
248   249 -1
1,130   966 164
13,054   14,454 -1,400
322   263 59
180   169 11
2,925   2,856 69
10,395   6,948 3,447
9,215   16,744 -7,529
10,732   32,942 -22,210
11,189   7,539 3,650
27,160   21,304 5,856
1,685   1,946 -261
8,726   10,081 -1,355
983   993 -10
1,370   981 389
314   220 94
15,548   31,068 -15,520
7,999   9,177 -1,178
35,000   33,239 1,761
35,000   33,088 1,912
1,099   1,059 40
1,099   1,124 -25
20,758   14,926 5,832
19,522   11,122 8,400
1,378   1,458 -80
8,284   8,227 57
828   810 18
2,544   2,609 -65
207   224 -17
1,608   1,804 -196
855   524 331
2,659   2,897 -238
2,659   2,246 413
299   213 86
101   111 -10
1,154   1,199 -45
306   346 -40
3,502   6,181 -2,679
623   635 -12
8,412   8,502 -90
1,659   3,031 -1,372
60,095   44,643 15,452
25,934   15,526 10,408
577   608 -31
961   799 162
354   408 -54
3,634   1,173 2,461
28,018   22,216 5,802
4,570   2,582 1,988
1,117   1,200 -83
22,004   12,194 9,810
1,175   1,245 -70
955   912 43
506   829 -323
230   496 -266
23,054   25,947 -2,893
19,182   19,890 -708
1,166   1,250 -84
166     166
1,882   1,882  
490   562 -72
988   1,755 -767
479   561 -82
801   1,685 -884
68     68
13,305   11,713 1,592
334   127 207
2,355   3,265 -910
14,363   17,559 -3,196
16,293   5,225 11,068
28,345   14,070 14,275
21,631   22,528 -897
681   995 -314
313   127 186
430   363 67
2,723   2,723  
2,115   1,868 247
680   680  
610   714 -104
749   634 115
2,748   2,748  
22,963   13,153 9,810
1,907   1,404 503
47,624   33,920 13,704
17,999   26,513 -8,514
3,219   4,115 -896
4,359   6,783 -2,424
17,454   26,954 -9,500
46,860   45,030 1,830
21,977   21,294 683
21,417   12,133 9,284
22,705   21,067 1,638
673   717 -44
      18,761
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       -464
b       938
c       -46
d       12
e       77
      11
      589
      13
      -7
      -1
      -356
      -303
      9
      395
      108
      25
      -1,610
      -219
      311
      -13
      -252
      -3
      43
      -66
      -3
      -286
      534
      -97
      -125
      -30
      -17
      -1,518
      525
      303
      -115
      629
      -95
      -2
       
      -67
      130
      14,679
      -451
      14,965
      -54
      -50
      3,029
      2,008
      296
      -51
      -319
      120
      5,868
      -1,193
      136
      -39
      -72
      1,958
      -356
      -44
      -119
      -298
      11,224
      3,926
      -298
      2,609
      486
      -909
      -26
      -23
      -82
      -151
      -42
      6,721
      -59
      -182
      -23
      -25
      67
      -33
      -149
      -165
      -13
      -120
      17
      10
      -15
      -3
      -19
      -11
      4,113
      -5
      -68
      213
      -4
      -13
      -662
      -988
      -76
      -105
      -45
      24
      -180
      -48
      -17
      109
      10
      -231
      -22
       
      119
      -97
      -40
      -65
      -100
      2,636
      106
      -1
      164
      -1,400
      59
      11
      69
      3,447
      -7,529
      -22,210
      3,650
      5,856
      -261
      -1,355
      -10
      389
      94
      -15,520
      -1,178
      1,761
      1,912
      40
      -25
      5,832
      8,400
      -80
      57
      18
      -65
      -17
      -196
      331
      -238
      413
      86
      -10
      -45
      -40
      -2,679
      -12
      -90
      -1,372
      15,452
      10,408
      -31
      162
      -54
      2,461
      5,802
      1,988
      -83
      9,810
      -70
      43
      -323
      -266
      -2,893
      -708
      -84
      166
       
      -72
      -767
      -82
      -884
      68
      1,592
      207
      -910
      -3,196
      11,068
      14,275
      -897
      -314
      186
      67
       
      247
       
      -104
      115
       
      9,810
      503
      13,704
      -8,514
      -896
      -2,424
      -9,500
      1,830
      683
      9,284
      1,638
      -44
       
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 2 147,062
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))
2017 207,918 4,769,285 0.043595
2016 179,729 4,422,445 0.04064
2015 193,263 4,255,807 0.045412
2014 167,169 4,583,093 0.036475
2013 190,351 4,477,436 0.042513
2
Total of line 1, column (d) .....................
2
0.208635
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.041727
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,648,660
5
Multiply line 4 by line 3......................
5
193,975
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,766
7
Add lines 5 and 6........................
7
195,741
8
Enter qualifying distributions from Part XII, line 4,.............
8
284,717
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,766
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 1,766
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 1,766
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,322
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 4,322
8 Enter any penalty for underpayment of estimated tax. Check here 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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,556
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet884 RefundedBullet 11 1,672
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)
    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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletUS BANK NATL ASSOCIATION Telephone no.bullet (402) 434-1584

    Located atbullet233 S 13TH 10TH FLOORLINCOLNNE ZIP+4bullet68508
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
    Yes
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 NA TRUSTEE
    4     		52,802    
    233 S 13TH
    LINCOLN,NE68508
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    4,645,741
    b
    Average of monthly cash balances.......................
    1b
    73,711
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,719,452
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,719,452
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    70,792
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,648,660
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    232,433
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    232,433
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    1,766
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,766
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    230,667
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    230,667
    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
    230,667
    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
    284,717
    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
    284,717
    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
    1,766
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    282,951
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 230,667
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 284,717
    a Applied to 2017, 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 2018 distributable amount..... 230,667
    e Remaining amount distributed out of corpus 54,050
    5 Excess distributions carryover applied to 2018. 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 54,050
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		54,050
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 54,050
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    US BANK NA ATTN JAMES STRASHEIM
    233 SOUTH 13TH STREET SUITE 1011
    LINCOLN,NE68508
    (402) 434-1584
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD SEND A LETTER OUTLINING THE DETAILS OF THEIR REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAINLY PROVIDES FUNDING FOR EDUCATIONAL PURPOSES AND MEDICAL RESEARCH PURPOSES.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    OAKLAND-CRAIG PUBLIC SCHOOLS FND
    309 N DAVIS AVE
    OAKLAND,NE68045     		NONE I SCHOLARSHIP 3,250
    FRIENDS OF OAKLAND FOUNDATION
    PO BOX 67
    OAKLAND,NE68045     		NONE I SCHOLARSHIPS 587
    ELM CREEK SCHOOL FOUNDATION
    PO BOX 34
    ELM CREEK,NE68836     		NONE I SCHOLARSHIP 2,000
    CEDAR BLUFFS SCHOOL FOUNDATION
    PO BOX 66
    CEDAR BLUFFS,NE68015     		NONE I SCHOLARSHIP 3,000
    WOOD RIVER COMMUNITY FOUNDATION
    PO BOX 493
    WOOD RIVER,NE68883     		NONE I SCHOLARSHIP 2,000
    ADAMS CENTRAL SCHOOLS FOUNDATION
    1090 S ADAMS CENTRAL AVE PO BOX 10
    HASTINGS,NE68901     		NONE I SCHOLARSHIP 12,500
    ALLIANCE PUBLIC SCHOOL FOUNDATION
    1604 SWEETWATER
    ALLIANCE,NE69301     		NONE I SCHOLARSHIP 9,500
    DONIPHAN TRUMBULL FOUNDATION
    302 WEST PLUM
    DONIPHAN,NE68832     		NONE I SCHOLARSHIP 5,250
    GORDON RUSHVILLE SCHOOLS
    PO BOX 530
    GORDON,NE69343     		NONE I SCHOLARSHIP 6,750
    HASTINGS CHORUS OF THE PLAINS
    301 S BURLINGTON
    HASTINGS,NE68901     		NONE I SCHOLARSHIP 2,000
    LYONS COMMUNITY FOUNDATION
    431 MAIN ST
    LYONS,CO80540     		NONE I SCHOLARSHIP 4,000
    MEAD EDUCATIONAL FUND DFS
    PO BOX 28172
    SPOKANE,WA99228     		NONE I SCHOLARSHIP 4,000
    MCCOOK EDUCATION FOUNDATION
    PO BOX 36
    MCCOOK,NE69001     		NONE I SCHOLARSHIP 2,000
    RED CLOUD COMMUNITY FOUNDATION
    PO BOX 83107 / 3833 SOUTH 14TH STRE
    LINCOLN,NE68501     		NONE I SCHOLARSHIP 2,250
    NORTH BEND CENTRAL FOUNDATION
    PO BOX 160
    NORTH BEND,NE68649     		NONE I SCHOLARSHIP 6,500
    PERKINS COUNTY SCHOOLS FOUNDATION
    740 SHERMAN AVE
    GRANT,NE69140     		NONE I SCHOLARSHIP 3,750
    SHELBY SCHOLARSHIP FUND
    640 N WALNUT
    SHELBY,NE68662     		NONE I SCHOLARSHIP 3,000
    STAPLETON PUBLIC SCHOOLS
    702 6TH STREET / PO BOX 128
    STAPLETON,NE69163     		NONE I SCHOLARSHIP 1,000
    SUTTON ED FOUNDATION
    PO BOX 663
    SUTTON,MA01590     		NONE I SCHOLARSHIP 10,000
    SYRACUSE FOUNDATION DOLLARS FOR SCHOLARS
    PO BOX 41
    SYRACUSE,NE68446     		NONE I SCHOLARSHIP 26,000
    HASTINGS COLLEGE FOUNDATION
    710 N TURNER AVE
    HASTINGS,NE68901     		NONE I SCHOLARSHIP 2,000
    DECORATIONS & REVEILLE SERVICE FOR OLDFI
    822 EAST STATE FARM RD
    NORTH PLATTE,NE69101     		NONE I SCHOLARSHIP 500
    COMMUNITY HEALTH EDUCATIONAL FDN
    3833 S 14TH STREET
    LINCOLN,NE68502     		NONE I SCHOLARSHIP 4,250
    UNIVERSITY OF NEBRASKA MEDICAL CENTER
    S 42DN ST EMILE ST
    OMAHA,NE68198     		NONE I SCHOLARSHIP 5,000
    WAKEFIELD COMMUNITY FOUNDATION
    PO BOX 479
    WAKEFIELD,NE68784     		NONE I SCHOLARSHIP 1,850
    BLUE HILLS COMMUNITY PUBLIC SCHOOLS
    606 SOUTH SYCAMORE
    BLUE HILL,NE68930     		NONE I SCHOLARSHIP 3,500
    KEARNEY AREA COMMUNITY FOUNDATION
    412 W 48TH ST 12
    KEARNEY,NE68845     		NONE I SCHOLARSHIP 3,000
    OVERTON UPWARD SCHOLARSHIPS
    44921 ROAD 756
    ELM CREEK,NE68836     		NONE I SCHOLARSHIP 2,750
    UNIVERSITY OF NEBRASKA-LINCOLN
    1400 R ST
    LINCOLN,NE68588     		NONE I SCHOLARSHIP 2,000
    UNIVERSITY OF NEBRASKA-KEARNEY
    2504 9TH AVE
    KEARNEY,NE68849     		NONE I SCHOLARSHIP 2,000
    FORT HAYS STATE UNIVERSITY
    PICKEN HALL 202
    600 PARK STREET
    HAYS,KS67601     		NONE I SCHOLARSHIP 2,000
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL 300
    LINCOLN,NE68508     		NONE I SCHOLARSHIP 113,750
    HASTINGS PUBLIC SCHOOLS FOUNDATION
    1924W A ST
    HASTINGS,NE689015650     		NONE I SCHOLARSHIPS 27,500
    Total .................................bullet 3a 279,437
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 79,586  
    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 ............     		    18 147,062  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 5,384  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   232,032  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    232,032
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR
    EIN:
    39-6720478
    Name of Bond End of Year Book Value End of Year Fair Market Value
    68389XAX3 ORACLE CORP 100,884 100,007
    14912L5X5 CATERPILLAR MTN 106,118 106,385
    857477AN3 STATE STREET CORP 40,672 41,874
    46625HHQ6 JPMORGAN CHASE 104,669 101,912
    828807CS4 SIMON PROPERTY GROUP 31,942 31,270
    36962G6F6 GENERAL ELEC M T N 101,770 101,278
    064159FL5 BANK NOVA SCOTIA 100,461 101,128
    0258M0DJ5 AMERICAN EXPRESS CR    
    91324PCV2 UNITEDHEALTH 99,259 102,991
    94974BGP9 WELLS FARGO CO MTN 101,356 104,467

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR
    EIN:
    39-6720478
    Name of Stock End of Year Book Value End of Year Fair Market Value
    893641100 TRANSDIGM GROUP INC 8,264 14,514
    922908686 VANGUARD SMALL CAP I 228,871 256,978
    46625H100 J P MORGAN CHASE CO 27,122 35,441
    755111507 RAYTHEON COMPANY    
    00769G543 CAMBIAR INTL EQUITY 379,446 416,841
    03027X100 AMERICAN TOWER CORP 42,982 71,558
    06828M876 BARON EMERGING MARKE 305,641 374,385
    559222401 MAGNA INTL INC CL    
    922908645 VANGUARD MID-CAP IND 203,250 243,149
    89353D107 TRANSCANADA CORP    
    37045V100 GENERAL MOTORS CO 435 385
    024835100 AMERICAN CAMPUS COMM 38,682 37,343
    693506107 P P G INDS INC    
    931142103 WAL MART STORES INC 49,572 67,509
    57636Q104 MASTERCARD INC 5,611 15,343
    060505104 BANK OF AMERICA CORP 18,683 43,558
    91324P102 UNITED HEALTH GROUP 44,414 84,427
    670678507 NUVEEN REAL ESTATE S 464,669 458,317
    126650100 CVS HEALTH CORPORATI    
    594918104 MICROSOFT CORP 65,252 128,602
    127097103 CABOT OIL GAS CORP C 9,407 9,505
    808513105 SCHWAB CHARLES CORP 40,061 49,916
    247361702 DELTA AIR LINES INC 59,100 75,818
    H1467J104 CHUBB LTD 11,727 38,443
    56585A102 MARATHON PETROLEUM C 82,242 77,059
    31620M106 FIDELITY NATL INFORM 8,534 12,881
    037833100 APPLE INC 55,057 62,939
    848637104 SPLUNK INC 49,135 55,959
    30303M102 FACEBOOK INC A 64,004 92,640
    09062X103 BIOGEN, INC 13,644 11,226
    023135106 AMAZON.COM INC 76,168 138,235
    151020104 CELGENE CORPORATION 64,985 57,960
    22160K105 COSTCO WHSL CORP 26,857 44,924
    28176E108 EDWARDS LIFESCIENCES 10,075 18,474
    81762P102 SERVICENOW INC 7,662 23,064
    N59465109 MYLAN NV 78,029 46,248
    02079K305 ALPHABET INC CL A 61,812 79,044
    78409V104 S P GLOBAL INC 25,865 44,419
    012653101 ALBEMARLE CORP 57,846 41,753
    369604103 GENERAL ELECTRIC CO    
    902252105 TYLER TECHNOLOGIES I 30,776 33,915
    440452100 HORMEL FOODS CORP 14,868 18,770
    608190104 MOHAWK INDS INC CO 17,472 13,862
    701877102 PARSLEY ENERGY INC-C 37,555 27,641
    98954M200 ZILLOW GROUP INC C    
    958102105 WESTERN DIGITAL CORP 35,851 20,589
    756577102 RED HAT INC COM    
    15135B101 CENTENE CORP COM 85,713 81,334
    852234103 SQUARE INC A 15,745 21,541
    76680R206 RINGCENTRAL INC 24,318 35,395
    N53745100 LYONDELLBASELL INDUS 22,344 21,274
    64128R608 NEUBERGER BERMAN LON 98,645 97,406
    172967424 CITIGROUP INC 20,964 23,740
    33829M101 FIVE BELOW 42,628 43,567
    G6095L109 APTIV PLC 18,680 20,127
    89400J107 TRANSUNION 41,285 44,180
    040413106 ARISTA NETWORKS INC 43,780 44,914
    70450Y103 PAYPAL HOLDINGS INC 20,947 30,561
    097023105 BOEING CO 21,667 21,113
    285512109 ELECTRONIC ARTS INC 53,550 57,414
    192422103 COGNEX CORP 21,190 22,023
    87807B107 TC ENERGY CORP 12,268 14,559
    595112103 MICRON TECHNOLOGY IN 12,076 10,844

    TY 2018 OtherDecreasesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR
    EIN:
    39-6720478
    Description Amount
    COST BASIS ADJUSTMENT 109


    TY 2018 OtherIncomeSchedule2
    Name:
    KINMAN-OLDFIELD FAM FDN TR
    EIN:
    39-6720478
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 5,384 0  


    TY 2018 OtherIncreasesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR
    EIN:
    39-6720478
    Description Amount
    ROC ADJUSTMENT 161


    TY 2018 TaxesSchedule
    Name:
    KINMAN-OLDFIELD FAM FDN TR
    EIN:
    39-6720478
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,875 1,875   0
    FEDERAL ESTIMATES - PRINCIPAL 2,160 0   0
    FOREIGN TAXES ON NONQUALIFIED 608 608   0