PUBLIC INSPECTION COPY. Return of Private Foundation. or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation

Size: px
Start display at page:

Download "PUBLIC INSPECTION COPY. Return of Private Foundation. or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation"

Transcription

1 PUBLIC INSPECTION COPY For Return of Private Foundation 990-PF Departent of the Treasury Internal Revenue Service À¾ ½ Note: The foundation ay be able to use a copy of this return to satisfy state reporting requireents. For calendar year 2009, or tax year beginning G Check all that apply: Initial return Aended return, 2009, and ending Initial return of a forer public charity Address change Nae change 06/30, /01 Nae of foundation Use the IRS label. Otherwise, print or type. See Specific Instructions. OMB or Section 4947(1) Nonexept Charitable Trust Treated as a Private Foundation Final return A Eployer identification nuber Nuber and street (or P.O. box nuber if ail is not delivered to street address) Roo/suite 1200 GETTY CENTER DRIVE, SUITE 401 B Telephone nuber (see page 10 of the instructions) (310 ) I I I I I C If exeption application is City or town, state, and ZIP code pending, check here D 1. Foreign organizations, check here LOS ANGELES, CA Section 501(3) exept private foundation 2. Foreign organizations eeting the 85% test, check here and attach coputation H Check type of organization: I Other taxable private foundation Section 4947(1) nonexept charitable trust Accrual Fair arket value of all assets at end J Accounting ethod: Cash of year (fro Part II, col., line Other (specify) (Part I, colun ust be on cash basis.) 9,584,879, ) Part I Analysis of Revenue and Expenses (The E If private foundation status was terinated under section 507(1)(A), check here I total of aounts in coluns,, and ay not necessarily equal the aounts in colun (see page 11 of the instructions).) I 201, Contributions, gifts, grants, etc., received (attach schedule) 2 Check 3 if the foundation is not required to attach Sch. B Interest on savings and teporary cash investents 4 Dividends and interest fro securities 5 a Gross rents Revenue and expenses per books F If the foundation is in a 60-onth terination under section 507(1)(B), check here Net investent incoe Adjusted net incoe Disburseents for charitable purposes (cash basis only) 5,172, , ,798,87 324,25 256, ,984, ,25 256, ,075, ,25 ATCH 1 Revenue b Net rental incoe or (loss) 6 a Net gain or (loss) fro sale of assets not on line 10 b Gross sales price for all 1,705,532, ,482, ,174,331. 9,272,456. 7,901, ,492, ,428,454. 4,255, ,969, ,821,476. ATCH 4 1,961, ,294. 6,306,308. * ATTACHMENT 7 26,853,773. ** 940, ,345, ,377,20 4,642,826. 1,358,743. ATCH 9 48,591, ,919, ,567, ,486,68 assets on line 6a 7 Capital gain net incoe (fro Part IV, line 2) 8 Net short-ter capital gain 79,236, ,958, , Incoe odifications 10 a Gross sales less returns ATCH 2 and allowances b Less: Cost of goods sold 59,605, ,406,909. 1,324, , , , ,033. 6,286, ,626. 9, ,234. 4, ,104,632. 7,901, ,097, ,661,609. 1,509,902. 1,666,08 1,217, , ,874. 6,286, ,853, , ,999. 2,414, , , ,206, ,903, ,928, ,903, ,928,166. Operating and Adinistrative Expenses c Gross profit or (loss) (attach schedule) 11 Other incoe (attach schedule) 12 Total. Add lines 1 through Copensation of officers, directors, trustees, etc. 14 Other eployee salaries and wages 15 Pension plans, eployee benefits 16 a Legal fees (attach schedule) b Accounting fees (attach schedule) ATCH 5 c Other professional fees (attach schedule) 17 Interest 18 Taxes (attach schedule) (see page 14 of the instructions) 19 Depreciation (attach schedule) and depletion 20 Occupancy 21 Travel, conferences, and eetings 22 Printing and publications 23 Other expenses (attach schedule) 24 Total operating and adinistrative expenses. Add lines 13 through Contributions, gifts, grants paid 26 Total expenses and disburseents. Add lines 24 and Subtract line 26 fro line 12: a Excess of revenue over expenses and disburseents -99,058,226. b Net investent incoe (if negative, enter -0-) V ,978, ,071, ,604,118. 1,870, ,42 19,60 311,131. 8,962,951. 4,183,069. 1,298, ,593, ,971, ,210, ,182, ,503,661. c Adjusted net incoe (if negative, enter -0-) For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions. 9E ATCH 3 45,733,443. ** ATCH 8 * ATCH 6 JSA For 990-PF (2009) PAGE 1

2 Page 2 For 990-PF (2009) Part II Balance Sheets Attached schedules and aounts in the description colun should be for end-of-year aounts only. (See instructions.) I I I I 1 Cash - non-interest-bearing 2 Savings and teporary cash investents 3 Accounts receivable Beginning of year End of year Book Value Book Value 253, ,622, , ,400,135. Fair Market Value 274, ,400,135. 3,983,623. 6,900, ,120, ,717, ,032,442. 5,225,96 6,900, ,120, ,717, ,032, ,335,809. 3,947,350, ,335,809. 3,947,350,738. 1,260,958,954. 1,979,527,945. 1,269,064,018. 3,461,456,374. 8,093,603, ,072,50 8,986,175. 9,584,879,219. Less: allowance for doubtful accounts Pledges receivable 4 Less: allowance for doubtful accounts 5 Grants receivable 6 Receivables due fro officers, directors, trustees, and other disqualified persons (attach schedule) (see page 16 of the instructions) I I 4,253,087. 7,164,933. ** 9,734, ,783,224. ATCH 11 ATCH 12 42,739,117. I I 91,039,771. 3,542,030,585. ATCH I 492,741,756. 1,305,159,071. I 14 2,112,260,198. ATCH I 7,892,039, ,615,55 4,165, ,630,00 130,828,403. I 1,050,239,178. I 6,840,223,011. 1,017,15 560,00 I 6,841,800,161. 7,892,039,339. Other notes and loans receivable (attach schedule) 7 Assets Less: allowance for doubtful accounts 8 Inventories for sale or use 9 Prepaid expenses and deferred charges 10 a Investents - U.S. and state governent obligations (attach schedule) b Investents - corporate stock (attach schedule) Liabilities c Investents - corporate bonds (attach schedule) 11 Investents - land, buildings, and equipent: basis Less: accuulated depreciation (attach schedule) Investents - ortgage loans Other assets (describe Total assets (to be copleted by all filers - see the instructions. Also, see page 1, ite I) 17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Loans fro officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe 23 Total liabilities (add lines 17 through 22) Investents - other (attach schedule) Land, buildings, and equipent: basis Less: accuulated depreciation (attach schedule) ) 622,555,00 ATCH 15 ) 972,613,675. Net Assets or Fund Balances Foundations that follow SFAS 117, check here and coplete lines 24 through 26 and lines 30 and Unrestricted 25 Teporarily restricted 26 Peranently restricted 7,118,779,50 1,445, ,00 Foundations that do not follow SFAS 117, check here and coplete lines 27 through Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg., and equipent fund 29 Retained earnings, accuulated incoe, endowent, or other funds 30 Total net assets or fund balances (see page 17 of the instructions) Total liabilities and net assets/fund balances (see page 17 7,120,989, of the instructions) 8,093,603,389. Part III Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, colun, line 30 (ust agree with end-of-year figure reported on prior year's return) 2 Enter aount fro Part I, line 27a 3 Other increases not included in line 2 (iteize) ATTACHMENT 16 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (iteize) ATTACHMENT 17 6 Total net assets or fund balances at end of year (line 4 inus line 5) - Part II, colun, line 30 I I ** ATCH ,841,800, ,058, ,530,178. 7,194,272, ,282,399. 7,120,989,714. For 990-PF (2009) JSA 9E PAGE 2

3 Part IV Capital Gains and Losses for Tax on Investent Incoe How acquired P-Purchase D-Donation List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or coon stock, 200 shs. MLC Co.) 1a b c d e Page 3 For 990-PF (2009) Date acquired (o., day, yr.) Date sold (o., day, yr.) SEE PART IV SCHEDULE (e) Gross sales price (g) Cost or other basis plus expense of sale (f) Depreciation allowed (or allowable) (h) Gain or (loss) (e) plus (f) inus (g) a b c d e Coplete only for assets showing gain in colun (h) and owned by the foundation on 12/31/69 (i) F.M.V. as of 12/31/69 (j) Adjusted basis as of 12/31/69 a b c d e (l) Gains (Col. (h) gain inus col. (k), but not less than -0-) or Losses (fro col. (h)) (k) Excess of col. (i) over col. (j), if any If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7 3 Net short-ter capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, colun (see pages 13 and 17 of the instructions). If (loss), enter -0- in Part I, line 8 & & Qualification Under Section 4940(e) for Reduced Tax on Net Investent Incoe 2 Capital gain net incoe or (net capital loss) Part V 2 79,236, ,958,321. (For optional use by doestic private foundations subject to the section 4940 tax on net investent incoe.) If section 4940(2) applies, leave this part blank. Was the foundation liable for the section 4942 tax on the distributable aount of any year in the base period? If "Yes," the foundation does not qualify under section 4940(e). Do not coplete this part. 1 Enter the appropriate aount in each colun for each year; see page 18 of the instructions before aking any entries. Base period years Calendar year (or tax year beginning in) Adjusted qualifying distributions Yes No Distribution ratio (col. divided by col. ) Net value of noncharitable-use assets Total of line 1, colun Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the nuber of years the foundation has been in existence if less than 5 years 2 4 Enter the net value of noncharitable-use assets for 2009 fro Part, line Multiply line 4 by line Enter 1% of net investent incoe (1% of Part I, line 27b) 6 7 Add lines 5 and Enter qualifying distributions fro Part II, line 4 8 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and coplete that part using a 1% tax rate. See the Part VI instructions on page JSA 9E For 990-PF (2009) PAGE 3

4 Part VI Page 4 For 990-PF (2009) Excise Tax Based on Investent Incoe (Section 4940, 4940, 4940(e), or see page 18 of the instructions) 7 * 8 I 9 I I I I Part VII-A Stateents Regarding Activities I 1a Exept operating foundations described in section 4940(2), check here 10/25/1985 Date of ruling or deterination letter: and enter "" on line 1. (attach copy of ruling letter if necessary - see instructions) b Doestic foundations that eet the section 4940(e) requireents in Part V, check here 1 and enter 1% of Part I, line 27b c All other doestic foundations enter 2% of line 27b. Exept foreign organizations enter 4% of Part I, line 12, col. 2 Tax under section 511 (doestic section 4947(1) trusts and taxable foundations only. Others enter -0-) 2 3 Add lines 1 and Subtitle A (incoe) tax (doestic section 4947(1) trusts and taxable foundations only. Others enter -0-) 4 5 Tax based on investent incoe. Subtract line 4 fro line 3. If zero or less, enter Credits/Payents: 7 a 2009 estiated tax payents and 2008 overpayent credited to a b Exept foreign organizations-tax withheld at source 6b c Tax paid with application for extension of tie to file (For 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payents. Add lines 6a through 6d 8 Enter any penalty for underpayent of estiated tax. Check here 9 Tax due. If the total of lines 5 and 8 is ore than line 7, enter Overpayent. If line 7 is ore than the total of lines 5 and 8, enter the Enter the aount of line 10 to be: Credited to 2010 estiated tax a 8 if For 2220 is attached aount owed 9 aount overpaid 10 Refunded 11 Yes During the tax year, did the foundation attept to influence any national, state, or local legislation or did it participate or intervene in any political capaign? No 1a 1b b Did it spend ore than 100 during the year (either directly or indirectly) for political purposes (see page 19 of the instructions for definition)? If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any aterials published or distributed by the foundation in connection with the activities. I 1c c Did the foundation file For 1120-POL for this year? d Enter the aount (if any) of tax on political expenditures (section 4955) iposed during the year: (1) On the foundation. I (2) On foundation anagers. e Enter the reiburseent (if any) paid by the foundation during the year for political expenditure tax iposed on foundation anagers. I Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 If "Yes," attach a detailed description of the activities. 2 Has the foundation ade any changes, not previously reported to the IRS, in its governing instruent, articles of 3 4a 3 Did the foundation have unrelated business gross incoe of 1,000 or ore during the year? 4a b If "Yes," has it filed a tax return on For 990-T for this year? 4b 5 Was there a liquidation, terination, dissolution, or substantial contraction during the year? 5 incorporation, or bylaws, or other siilar instruents? If "Yes," attach a confored copy of the changes If "Yes," attach the stateent required by General Instruction T. Are the requireents of section 508(e) (relating to sections 4941 through 4945) satisfied either: 6 % % By language in the governing instruent, or By state legislation that effectively aends the governing instruent so that no andatory directions that conflict with the state law reain in the governing instruent? Did the foundation have at least 5,000 in assets at any tie during the year? 8a Enter the states to which instructions) I the foundation 6 7 reports or with which If "Yes," coplete Part II, col., and Part V. 7 it is registered (see page 19 of the CA,NY, b If the answer is "Yes" to line 7, has the foundation furnished a copy of For 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation 9 8b Is the foundation claiing status as a private operating foundation within the eaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2009 or the taxable year beginning in 2009 (see instructions for Part IV on page 27)? If "Yes," coplete Part IV 10 Did any persons becoe substantial contributors naes and addresses 9 during the tax year? If "Yes," attach a schedule listing their 10 For 990-PF (2009) JSA 9E PAGE 4

5 Part VII-A Page 5 For 990-PF (2009) Stateents Regarding Activities (continued) I WILLIAM G. HUMPHRIES I I GETTY CENTER DRIVE LOS ANGELES, CA I I I I Stateents Regarding Activities for Which For 4720 May Be Required 11 At any tie during the year, did the foundation, directly or indirectly, own a controlled entity within the 11 eaning of section 512(13)? If "Yes," attach schedule (see page 20 of the instructions) 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before 12 August 17, 2008? Did the foundation coply with the public inspection requireents for its annual returns and exeption application? Website address 14 The books are in care of Located at Telephone no. ZIP Section 4947(1) nonexept charitable trusts filing For 990-PF in lieu of For Check here and enter the aount of tax-exept interest received or accrued during the year Part VII-B 15 Yes No File For 4720 if any ite is checked in the "Yes" colun, unless an exception applies. 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? Yes No Yes No (2) Borrow oney fro, lend oney to, or otherwise extend credit to (or accept it fro) a disqualified person? (3) Furnish goods, services, or facilities to (or accept the fro) a disqualified person? Yes (4) Pay copensation to, or pay or reiburse the expenses of, a disqualified person? Yes No No (5) Transfer any incoe or assets to a disqualified person (or ake any of either available for the benefit or use of a disqualified person)? Yes No Yes No (6) Agree to pay oney or property to a governent official? ( Exception. Check "No" if the foundation agreed to ake a grant to or to eploy the official for a period after terination of governent service, if terinating within 90 days.) I b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations 1b 1c section or in a current notice regarding disaster assistance (see page 20 of the instructions)? Organizations relying on a current notice regarding disaster assistance check here 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 2009? 2 Taxes on failure to distribute incoe (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 2009, did the foundation have any undistributed incoe (lines 6d and 6e, Part III) for tax year(s) beginning before 2009? If "Yes," list the years, I, b Are there any years listed in 2a for which the foundation is Yes No, not applying the provisions of section 4942(2) (relating to incorrect valuation of assets) to the year's undistributed incoe? (If applying section 4942(2) to all years listed, answer "No" and attach stateent - see page 20 of the instructions.) 2b c If the provisions of section 4942(2) are being applied to any of the years listed in 2a, list the years here.,,, I 3a Did the foundation hold ore than a 2% direct or indirect interest in any business enterprise at any tie during the year? Yes No b If "Yes," did it have excess business holdings in 2009 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 Coissioner under section 4943(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, For 4720, to deterine if the foundation had excess business holdings in 2009.) 4a 4b 3b 4a Did the foundation invest during the year any aount in a anner that would jeopardize its charitable purposes? b Did the foundation ake any investent in a prior year (but after Deceber 31, 1969) that could jeopardize its charitable purpose that had not been reoved fro jeopardy before the first day of the tax year beginning in 2009? For 990-PF (2009) JSA 9E PAGE 5

6 For 990-PF (2009) Part VII-B Page 6 Stateents Regarding Activities for Which For 4720 May Be Required (continued) 5 a During the year did the foundation pay or incur any aount to: (1) Carry on propaganda, or otherwise attept to influence legislation (section 4945(e))? Yes No Yes No (2) Influence the outcoe 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 siilar purposes? Yes No Yes No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 509(1), (2), or (3), or section 4940(2)? (see page 22 of the instructions) (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or anials? Yes No I ATTACHMENT 18 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 or in a current notice regarding disaster assistance (see page 22 of the instructions)? 5b Organizations relying on a current notice regarding disaster assistance check here c If the answer is "Yes" to question 5a(4), does the foundation clai exeption fro the tax because it aintained expenditure responsibility for the grant? Yes No If "Yes," attach the stateent required by Regulations section Inforation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Eployees, 6 a Did the foundation, during the year, receive any funds, directly or indirectly, to pay preius Yes on a personal benefit contract? b Did the foundation, during the year, pay preius, directly or indirectly, on a personal benefit contract? 6b If "Yes" to 6b, file For a At any tie 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 incoe attributable to the transaction? Part VIII 1 Yes No 7b and Contractors List all officers, directors, trustees, foundation anagers and their copensation (see page 22 of the instructions). Nae and address Title, and average hours per week devoted to position Copensation (If not paid, enter -0-) Contributions to eployee benefit plans and deferred copensation 4,255,672. ATTACHMENT 19 2 No (e) Expense account, other allowances 714, ,675. Copensation of five highest-paid eployees (other than those included on line 1 - see page 23 of the instructions). If none, enter "." Nae and address of each eployee paid ore than 50,000 Title, and average hours per week devoted to position Contributions to eployee benefit plans and deferred copensation 2,521,828. ATTACHMENT 20 Total nuber of other eployees paid over 50,000 Copensation (e) Expense account, other allowances 330, ,072. I571 For 990-PF (2009) JSA 9E PAGE 6

7 Page 7 Inforation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Eployees, and Contractors (continued) For 990-PF (2009) Part VIII 3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "." Nae and address of each person paid ore than 50,000 Type of service Copensation 4,009,868. ATTACHMENT 21 Total nuber of others receiving over 50,000 for professional services Part I-A I 30 Suary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical inforation such as the nuber of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses 1 THE J. PAUL GETTY MUSEUM AT THE GETTY CENTER AND THE J. PAUL GETTY MUSEUM AT THE GETTY VILLA - SEE FEDERAL FOOTNOTES 2 THE GETTY RESEARCH INSTITUTE ("GRI") - SEE FEDERAL FOOTNOTES 131,274, ,801, THE GETTY CONSERVATION INSTITUTE ("GCI") - SEE FEDERAL FOOTNOTES 23,379, THE GETTY FOUNDATION - SEE FEDERAL FOOTNOTES 9,977,243. Part I-B Suary of Progra-Related Investents (see page 23 of the instructions) Describe the two largest progra-related investents ade by the foundation during the tax year on lines 1 and 2. Aount 1 2 All other progra-related investents. See page 24 of the instructions. 3 Total. Add lines 1 through 3 I For 990-PF (2009) JSA 9E PAGE 7

8 Page 8 Miniu Investent Return (All doestic foundations ust coplete this part. Foreign foundations, see page 24 of the instructions.) For 990-PF (2009) Part 1 Fair arket value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: 1a a Average onthly fair arket value of securities 1b b Average of onthly cash balances 1c c Fair arket value of all other assets (see page 24 of the instructions) 1d d Total (add lines 1a, b, and c) e Reduction claied for blockage or other factors reported on lines 1a and 1e 1c (attach detailed explanation) 2 Acquisition indebtedness applicable to line 1 assets 2 3 Subtract line 2 fro line 1d 3 4 Cash deeed held for charitable activities. Enter 1 1/2 % of line 3 (for greater aount, see page 25 of the instructions) 4 Net value of noncharitable-use assets. Subtract line 4 fro line 3. Enter here and on Part V, line Miniu investent return. Enter 5% of line Part I Distributable Aount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not coplete this part.) 1 2a b c Part II a b 2 3 a b ,829,466,059. 2,596, ,365,841. 4,848,428,338. 4,848,428, ,726,425. 4,775,701, ,785, Miniu investent return fro Part, line 6 2a Tax on investent incoe for 2009 fro Part VI, line 5 2b Incoe tax for (This does not include the tax fro Part VI.) Add lines 2a and 2b Distributable aount before adjustents. Subtract line 2c fro line 1 Recoveries of aounts treated as qualifying distributions Add lines 3 and 4 Deduction fro distributable aount (see page 25 of the instructions) Distributable aount as adjusted. Subtract line 6 fro line 5. Enter here and on Part III, line 1 1 I 2c Qualifying Distributions(see page 25 of the instructions) Aounts paid (including adinistrative expenses) to accoplish charitable, etc., purposes: Expenses, contributions, gifts, etc. - total fro Part I, colun, line 26 Progra-related investents - total fro Part I-B Aounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes Aounts set aside for specific charitable projects that satisfy the: Suitability test (prior IRS approval required) Cash distribution test (attach the required schedule) Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part III, line 4 1a 1b 180,182, ,216,381. 3a 3b 4 210,398,71 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investent incoe. Enter 1% of Part I, line 27b (see page 26 of the instructions) 5 210,398,71 Adjusted qualifying distributions. Subtract line 5 fro line 4 6 Note: The aount on line 6 will be used in Part V, colun, in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. For 990-PF (2009) JSA 9E PAGE 8

9 Part III 1 Undistributed Incoe (see page 26 of the instructions) Distributable aount for 2009 line 7 2 Page 9 For 990-PF (2009) fro Part I, Years prior to 2008 Corpus Undistributed incoe, if any, as of the end of 2009: a Enter aount for 2008 only b Total for prior years: 20, 20, 20 Excess distributions carryover, if any, to 2009: 3 a Fro 2004 b Fro 2005 c Fro 2006 d Fro 2007 e Fro 2008 f Total of lines 3a through e Qualifying distributions for 2009 fro Part II, 210,398,71 line 4: 4 I a Applied to 2008, but not ore than line 2a b Applied to undistributed incoe of prior years (Election required - see page 26 of the instructions) c Treated as distributions out of corpus (Election required - see page 26 of the instructions) d Applied to 2009 distributable aount 5 e Reaining aount distributed out of corpus Excess distributions carryover applied to 2009 (If an aount appears in colun, the sae aount ust be shown in colun.) Enter the net total of each colun as indicated below: 6 a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 b Prior years' undistributed incoe. Subtract line 4b fro line 2b c Enter the aount of prior years' undistributed incoe for which a notice of deficiency has been issued, or on which the section 4942 tax has been previously assessed d Subtract line 6c fro line 6b. Taxable aount - see page 27 of the instructions e Undistributed incoe for Subtract line 4a fro line 2a. Taxable aount - see page 27 of the instructions f Undistributed incoe for Subtract lines 4d and 5 fro line 1. This aount ust be distributed in 2010 Aounts treated as distributions out of corpus to satisfy requireents iposed by section 170(1)(F) or 4942(g)(3) (see page 27 of the instructions) Excess distributions carryover fro 2004 not applied on line 5 or line 7 (see page 27 of the instructions) 7 8 Excess distributions carryover to Subtract lines 7 and 8 fro line 6a 10 Analysis of line 9: a Excess fro 2005 b Excess fro 2006 c Excess fro 2007 d Excess fro 2008 e Excess fro 2009 For 990-PF (2009) JSA 9E PAGE 9

10 Page 10 Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9) For 990-PF (2009) Part IV 1a b 2a If the foundation has received a ruling or deterination letter that it is a private operating foundation, and the ruling is effective for 2009, enter the date of the ruling I Check box to indicate whether the foundation is a private operating foundation described in section Enter the lesser of the adjusted net incoe fro Part I or the iniu investent return fro Part for each year listed Tax year ,733, ,873, ,398,71 11,605,95 b 85% of line 2a c Qualifying distributions fro Part 4942(j)(3) or Prior 3 years 4942(j)(5) (e) Total ,367, ,362, ,767, ,552, ,594, ,205, ,463, ,993, ,737, ,181,826. d Aounts included in line 2c not used directly for active conduct of exept activities 13,075, ,226,925. e Qualifying distributions ade directly for active conduct of exept activities. Subtract line 2d fro line 2c 227,661, ,954, ,190, ,260, ,017,471. II, line 4 for each year listed 198,792, ,006,488. 1,087,324, ,071, ,980, ,934,629. 1,030,343,936. Coplete 3a, b, or c for the alternative test relied upon: a "Assets" alternative test - enter: (1) (2) b Value of all assets Value of assets qualifying under section 4942(j)(3)(B)(i) "Endowent" alternative testenter 2/3 of iniu invest- ent return shown in Part, line 6 for each year listed c 192,888, ,357,507. "Support" alternative test - enter: (1) Total support other than gross investent incoe (interest, dividends, rents, payents on securities loans (section 512(5)), or royalties) (2) Support fro general public and 5 or ore exept organizations as provided in section 4942 (j)(3)(b)(iii) (3) Largest aount of support fro an exept organization (4) Gross investent incoe Part V Suppleentary Inforation (Coplete this part only if the foundation had 5,000 or ore in assets at any tie during the year - see page 28 of the instructions.) 1 Inforation Regarding Foundation Managers: a List any anagers of the foundation who have contributed ore than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed ore than 5,000). (See section 507(2).) b List any anagers of the foundation who own 10% or ore 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. 2 Inforation Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Progras: I Check here if the foundation only akes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation akes gifts, grants, etc. (see page 28 of the instructions) to individuals or organizations under other conditions, coplete ites 2a, b, c, and d. a The nae, address, and telephone nuber of the person to who applications should be addressed: ATTACHMENT 22 b The for in which applications should be subitted and inforation and aterials they should include: ATTACHMENT 23 c Any subission deadlines: ATTACHMENT 24 d Any restrictions or liitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: AWARDS MADE IN ACCORDANCE WITH TERMS OF THE TRUST INDENTURE. JSA 9E For 990-PF (2009) PAGE 10

11 Page 11 Part V Suppleentary Inforation (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payent For 990-PF (2009) Recipient Nae and address (hoe or business) a Paid during the year If recipient is an individual, show any relationship to any foundation anager or substantial contributor Foundation status of recipient Purpose of grant or contribution Aount ATTACHMENT 25 I Total b Approved for future payent 3a 13,210,658. ATTACHMENT 26 Total I 3b 9,009,849. For 990-PF (2009) JSA 9E PAGE 11

12 Part VI-A Page 12 For 990-PF (2009) Analysis of Incoe-Producing Activities Enter gross aounts unless otherwise indicated. Unrelated business incoe Aount Business code 1 Progra service revenue: Excluded by section 512, 513, or 514 Aount Exclusion code 1,817,05 ATTACHMENT 27 a (e) Related or exept function incoe (See page 28 of the instructions.) b c d e f g Fees and contracts fro governent agencies Mebership dues and assessents , ,606, , , ,143,87 250, ,033,388. 1,617, ,966,298. 6,857, ,366, ,208, ,291, ,134, Interest on savings and teporary cash investents 1,192, Dividends and interest fro securities 5 Net rental incoe or (loss) fro real estate: a Debt-financed property b Not debt-financed property 6 Net rental incoe or (loss) fro personal property 7 Other investent incoe 8 Gain or (loss) fro sales of assets other than inventory 9 Net incoe or (loss) fro special events 10 Gross profit or (loss) fro sales of inventory 11 Other revenue: a -7,148,303. ATTACHMENT 28 b c d e 12 Subtotal. Add coluns,, and (e) 13 Total. Add line 12, coluns,, and (e) (See worksheet in line 13 instructions on page 28 to verify calculations.) Part VI-B Line L 13 Relationship of Activities to the Accoplishent of Exept Purposes Explain below how each activity for which incoe is reported in colun (e) of Part VI-A contributed iportantly to the accoplishent of the foundation's exept purposes (other than by providing funds for such purposes). (See page 29 of the instructions.) ATTACHMENT 29 For 990-PF (2009) JSA 9E PAGE 12

13 Inforation Regarding Transfers To and Transactions and Relationships With Noncharitable Exept Organizations Part VII 1 Page 13 For 990-PF (2009) Did the organization directly or indirectly engage in any of the following with any other organization described in section 501 of the Code (other than section 501(3) organizations) or in section 527, relating to political organizations? a Transfers fro the reporting foundation to a noncharitable exept organization of: (1) Cash No Yes 1a(1) (2) Other assets 1a(2) b Other transactions: (1) Sales of assets to a noncharitable exept organization 1b(1) (2) Purchases of assets fro a noncharitable exept organization 1b(2) (3) Rental of facilities, equipent, or other assets 1b(3) (4) Reiburseent arrangeents 1b(4) (5) Loans or loan guarantees 1b(5) (6) Perforance of services or ebership or fundraising solicitations 1b(6) c Sharing of facilities, equipent, ailing lists, other assets, or paid eployees d If the answer to any of the above is "Yes," coplete 1c the following value of the goods, other assets, or services given by the reporting value in any transaction Line no. schedule. Colun should always show the fair arket foundation. If the foundation received less than fair arket or sharing arrangeent, show in colun the value of the goods, other assets, or services received. Aount involved Nae of noncharitable exept organization Description of transfers, transactions, and sharing arrangeents 2a Is the foundation directly or indirectly affiliated with, or related to, one or ore tax-exept organizations described in section 501 of the Code (other than section 501(3)) or in section 527? Yes No b If "Yes," coplete the following schedule. Nae of organization Type of organization Description of relationship M Signature of officer or trustee Preparer's signature M Fir's nae (or yours if self-eployed), address, and ZIP code MVP, CFO, & COO I P I Date Date Paid Preparer's Use Only Sign Here Under penalties of perjury, I declare that I have exained this return, including accopanying schedules and stateents, and to the best of y knowledge and belief, it is true, correct, and coplete. Declaration of preparer (other than taxpayer or fiduciary) is based on all inforation of which preparer has any knowledge. Title Check if self-eployed LLP MKPMG 355 S. GRAND AVE., SUITE 2000 LOS ANGELES, CA Preparer's identifying nuber (See Signature on page 30 of the instructions) EIN Phone no For 990-PF (2009) JSA 9E PAGE 13

14 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TA ON INVESTMENT INCOME Kind of Property Gross sale price less expenses of sale Depreciation allowed/ allowable Description Cost or other basis FMV as of 12/31/69 Adj. basis as of 12/31/69 Excess of FMV over adj basis TOTAL SHORT-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER ESTATES OR TRUST GAIN OR LOSS P or D Date acquired Gain or (loss) TOTAL LONG-TERM COMMON TRUST FUND AND PARTNERSHIP, S CORPORATION, AND OTHER ESTATES OR TRUST GAIN OR LOSS P VAR PUBLICLY TRADED EQUITY INVESTMENTS-LT PROPERTY TYPE: SECURITIES P VAR PUBLICLY TRADED EQUITY INVESTMENTS-ST PROPERTY TYPE: SECURITIES P VAR PUBLICLY TRADED FIED INCOME INVSTMTS-LT PROPERTY TYPE: SECURITIES P VAR PUBLICLY TRADED FIED INCOME INVSTMTS-ST PROPERTY TYPE: SECURITIES TOTAL PARTNERSHIP GAIN OR LOSS - ST PROPERTY TYPE: OTHER P VAR 587,904. Date sold VAR VAR VAR VAR VAR 587,904. TOTAL PARTNERSHIP GAIN OR LOSS - LT PROPERTY TYPE: OTHER 6,463,277. TOTAL GAIN (LOSS)... P VAR VAR JSA 9E PAGE 14

15 Schedule B Schedule of Contributors OMB Attach to For 990, 990-EZ, or 990-PF. À¾ ½ I (For 990, 990-EZ, or 990-PF) Departent of the Treasury Internal Revenue Service Nae of the organization Eployer identification nuber Organization type (check one): Filers of: Section: 501( 3 For 990 or 990-EZ ) (enter nuber) organization 4947(1) nonexept charitable trust not treated as a private foundation 527 political organization For 990-PF 501(3) exept private foundation 4947(1) nonexept charitable trust treated as a private foundation 501(3) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing For 990, 990-EZ, or 990-PF that received, during the year, 5,000 or ore (in oney or property) fro any one contributor. Coplete Parts I and II. Special Rules For a section 501(3) organization filing For 990 or 990-EZ that et the 33 1/3 % support test of the regulations under sections 509(1) and 170(1)(A)(vi), and received fro any one contributor, during the year, a contribution of the greater of (1) 5,000 or (2) 2% of the aount on (i) For 990, Part VIII, line 1h or (ii) For 990-EZ, line 1. Coplete Parts I and II. For a section 501(7), (8), or (10) organization filing For 990 or 990-EZ that received fro any one contributor, during the year, aggregate contributions of ore than 1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or anials. Coplete Parts I, II, and III. For a section 501(7), (8), or (10) organization filing For 990 or 990-EZ that received fro any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not aggregate to ore than 1,00 If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not coplete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of 5,000 or ore during the year I Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (For 990, 990-EZ, or 990-PF), but it ust answer "No" on Part IV, line 2 of its For 990, or check the box on line H of its For 990-EZ, or on line 2 of its For 990-PF, to certify that it does not eet the filing requireents of Schedule B (For 990, 990-EZ, or 990-PF). For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for For 990, 990-EZ, or 990-PF. Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 15

16 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 1 Nae, address, and ZIP + 4 ANNE COHEN VENTURA BOULEVARD SUITE 201 STUDIO CITY, CA 2 Nae, address, and ZIP + 4 ANNE ROTHENBERG PASADENA, CA Nae, address, and ZIP + 4 ANNIE MAHON Nae, address, and ZIP + 4 ANWALT LUMBER CO. INC. (P. ANAWALT) AW ASIA 14, Nae, address, and ZIP + 4 BARBARA AND NORMAN NAMEROW 915 NORTH WHITTIER DRIVE BEVERLY HILLS, CA 545 WEST 25TH STREET 6 5, Nae, address, and ZIP + 4 NEW YORK, NY WEST PICO BLVD. 5 43, LOS ANGELES, CA 3703 NORTHAMPTON STREET NW 4 5, WASHINGTON, DC E. COLORADO BLVD. APT , , Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 16

17 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 7 Nae, address, and ZIP + 4 BARBARA BOLLENBACH 600 ST. CLOUD STREET LOS ANGELES, CA 8 Nae, address, and ZIP + 4 BARBARA POE LEVEE LOS ANGELES, CA ATTEN: JOHN I. BL PO BO ROBERT HOLMES-TUTTLE&MARIA HUMMER-TUTTLE BOWEN H. MCCOY / BARBARA M. MCCOY 5, Nae, address, and ZIP + 4 BRUCE BERMAN / NANCY GOLIGER 7740 FLYNN RANCH ROAD LOS ANGELES, CA CHAPARAL STREET 12 20, Nae, address, and ZIP + 4 LOS ANGELES, CA 975 BEL AIR ROAD 11 5, Nae, address, and ZIP + 4 LOS ANGELES, CA Nae, address, and ZIP + 4 PARK CITY, UT 5, BLOOMBERG FOUNDATION MANDEVILLE CANYON ROAD 9 19,36 9, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 17

18 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 13 Nae, address, and ZIP + 4 BRUCE BERMAN / NANCY GOLIGER 7740 FLYNN RANCH ROAD LOS ANGELES, CA 14 Nae, address, and ZIP + 4 DEVON SUSHOLTZ & STEPHEN H. PURVIS SANTA MONICA, CA Nae, address, and ZIP + 4 BRUCE W WORSTER / SUSAN L WORSTER CALDECOT CHUBB CALIFORNIA COMMUNITY FOUNDATION 445 S. FIGUEROA STREET, SUITE # , Nae, address, and ZIP + 4 LOS ANGELES, CA RD STREET 17 8, Nae, address, and ZIP + 4 SANTA MONICA, CA MAGDALENA ROAD 16 6, LOS ALTOS HILLS, CA TH STREET 15 5,00 10, Nae, address, and ZIP + 4 CAMERA WORK AG KANTSTRABE ,00 BERLIN GERMANY Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 18

19 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 19 Nae, address, and ZIP + 4 CAROLE BLACK 9575 LIME ORCHARD ROAD BEVERLY HILLS, CA 20 Nae, address, and ZIP + 4 CAROLYN AND ROBERT DENHAM PASADENA, CA Nae, address, and ZIP + 4 CARRIE MAE WEEMS Nae, address, and ZIP + 4 CHRISTOPHER MEATYARD / DIANE MEATYARD CHRISTOPHER RUSSELL 12, Nae, address, and ZIP + 4 CORDAY FAMILY FOUNDATION 810 ROBURY DR. BEVERLY HILLS, CA 551 SUNCOURT TERRACE 24 18, Nae, address, and ZIP + 4 GLENDALE, CA 210 SOUTH HANOVER AVENUE 23 35, LEINGTON, KY 5173 SKYLINE DRIVE 22 20, SYRACRUSE, NY SOUTH OAKLAND AVE ,34 10, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 19

20 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 25 Nae, address, and ZIP + 4 CURTIS & DOUGLAS DOMBEK 2641 NICHOLS CANYON ROAD LOS ANGELES, CA 26 Nae, address, and ZIP + 4 D. ALAN HARRIS & MARCELLA R. HARRIS LOS ANGELES, CA DALE AND DOUG ANDERSON Nae, address, and ZIP + 4 DAN & MARY SOLOMON Nae, address, and ZIP + 4 DAN AND MARY SOLOMON 5, Nae, address, and ZIP + 4 DAN AND MARY SOLOMON CAPSTAN DRIVE MONARCH BEACH, CA CAPSTAN DRIVE 30 30, MONARCH BEACH, CA CAPSTAN DRIVE 29 5, MONARCH BEACH, CA 100 WORTH AVENUE 28 5, Nae, address, and ZIP + 4 PALM BEACH, FL WILSHIRE BLVD., SUITE ,00 25, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 20

21 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 31 Nae, address, and ZIP + 4 DAN FAUCI 760 GREENTREE ROAD PACIFIC PALISADES, CA 32 Nae, address, and ZIP + 4 DANIEL GREENBERG AND SUSAN STEINHAUSER - VAN NUYS, CA Nae, address, and ZIP + 4 DAVID KNAUS Nae, address, and ZIP + 4 DAVID KNAUS DENISE MULARONI DECKER 5, Nae, address, and ZIP + 4 DENNIS J. TARTAKOW 4712 ADMIRALTY WAY, #895 MARINA DEL REY, CA 870 STONE CANYON RD , Nae, address, and ZIP + 4 LOS ANGELES, CA 141 WEST SAN CARLOS ROAD 35 13, PALM SPRINGS, CA 141 WEST SAN CARLOS ROAD , PALM SPRINGS, CA SEPULVEDA BOULEVARD 33 10,00 5, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 21

22 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 37 Nae, address, and ZIP + 4 DEWAYNE HOWARD P.O. BO LOS ANGELES, CA 38 Nae, address, and ZIP + 4 DIMITRI BZOUMIS ROLLING HILLS, CA Nae, address, and ZIP + 4 DISCOVERY COMMUNICATIONS DR. JEAN E. MCCUSKER Nae, address, and ZIP + 4 DR. RICHARD J. ROSENTHAL 10, Nae, address, and ZIP + 4 DR. RICHARD SIMMS DODGE AVENUE HARBOR CITY, CA 435 N. ROBURY DR., SUITE , BEVERLY HILLS, CA 2300 RANCHO BEL AIR DRIVE 41 25, Nae, address, and ZIP + 4 LAS VEGAS, NV ONE DISCOVERY PLACE 40 5, SILVER SPRING, MO PORTUGUESE BEND ROAD 39 5,00 65, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 22

23 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 43 Nae, address, and ZIP + 4 DR. STEPHEN A. KANTER 282 WIGMORE DRIVE PASADENA, CA 44 Nae, address, and ZIP + 4 ED AND BRANDY SWEENEY VALENCIA, CA Nae, address, and ZIP EDISON INT'L C/O SO CAL EDISON ELECTRO RENT CORPORATION Nae, address, and ZIP + 4 ELIZABETH BYRNE DEBREU 5, Nae, address, and ZIP + 4 ELLEN GREENBERG / HOWARD GREENBERG 8 PALLISER ROAD IRVINGTON, NY 445 S WINDSOR BLVD , LOS ANGELES, CA 6060 SEPULVEDA BLVD , Nae, address, and ZIP + 4 VAN NUYS, CA P.O. BO 700 ROSEMEAD, CA 10, BRADENTON COURT 46 5, , Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 23

24 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 49 Nae, address, and ZIP + 4 EMILY GOLD MEARS 128 S. CARMELINA AVENUE LOS ANGELES, CA 50 Nae, address, and ZIP + 4 FAHEY/KLEIN GALLERY, INC. LOS ANGELES, CA FIDELITY CHARITABLE GIFT FUND Nae, address, and ZIP + 4 FIREMARK, INC. FLORENCE FEARRINGTON 5, Nae, address, and ZIP + 4 FRAENKEL GALLERY 49 GEARY STREET SAN FRANCISCO, CA 150 EAST 69TH STREET 54 5, Nae, address, and ZIP + 4 NEW YORK, NY 8527 HANSEN RD , BAINBRIDGE ISLAND, WA P.O. BO , Nae, address, and ZIP + 4 CINCINATTI, OH N. LA BREA AVENUE 51 5,00 18, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 24

25 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 55 Nae, address, and ZIP + 4 G. SCOTT CLEMONS P.O. BO 545, WALL ST. STATION NEW YORK, NY 56 Nae, address, and ZIP + 4 GAYLE G. ROSKI TRUST TOLUCA LAKE, CA GEORGE WACHTER GILLES PERESS Nae, address, and ZIP + 4 GLORIA GROSSMAN 5, Nae, address, and ZIP + 4 HANITA DECHTER 1835 OLD RANCH ROAD LOS ANGELES, CA 9412 KIRKSIDE ROAD 60 24, LOS ANGELES, CA 76 LAFAYETTE AVENUE 59 5, Nae, address, and ZIP + 4 BROOKLYN, NY 111 PARK AVENUE 58 5, Nae, address, and ZIP + 4 NEW YORK, NY VALLEY SPRING LANE 57 5,00 5, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 25

26 Schedule B (For 990, 990-EZ, or 990-PF) (2009) Nae of organization Page of of Part I Eployer identification nuber Part I Contributors (see instructions) 61 Nae, address, and ZIP + 4 HANS P. KRAUS JR. 16 EAST 46TH STREET NEW YORK, NY 62 Nae, address, and ZIP + 4 HELENA ARAHUETE PLAYA DEL REY, CA HERLAR, LLC DBA AW ASIA 6,25 ISHIUCHI, MIYAKO C/O KOKO YAMAGISHI MINAMI-AOYAMA 30,00 Nae, address, and ZIP + 4 HARRIETT F. GOLD 300 ST. PIERRE ROAD, LOS ANGELES, CA 66 5, Nae, address, and ZIP + 4 JAN DE BONT OR PATRICIA DE BONT C/O FRAN 501 S. BEVERLY DRIVE, THIRD FLOOR BEVERLY HILLS, CA MINATO-KU JAPAN Nae, address, and ZIP THIRD AVENUE, 23RD FLOOR 64 7, Nae, address, and ZIP + 4 NEW YORK, NY W. MANCHESTER AVE. # ,00 5, Schedule B (For 990, 990-EZ, or 990-PF) (2009) JSA 9E PAGE 26

Return of Private Foundation. , 2011, and ending, 20 Name of foundation WHOLE PLANET FOUNDATION

Return of Private Foundation. , 2011, and ending, 20 Name of foundation WHOLE PLANET FOUNDATION Return of Private Foundation OMB 1545-0052 or Section 4947(1) Nonexept Charitable Trust Departent of the Treasury Treated as a Private Foundation Internal Revenue Service Note. The foundation ay be able

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF Return of Private Foundation OMB No. 1545-0052 I or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. À¾µº Department

More information

G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here ~~

G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here ~~ Form Department of the Treasury Internal Revenue Service For calendar year 2016 or tax year beginning Name of foundation Number and street (or P.O. box number if mail is not delivered to street address)

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF Return of Private Foundation OMB No. 1545-0052 or Section 4947(a)(1) Trust Treated as Private Foundation 2014 G Do not enter social security numbers on this form as it may be made public. Department

More information

INSTRUCTIONS FOR FILING DORIS DUKE CHARITABLE FOUNDATION FORM 990PF - RETURN OF PRIVATE FOUNDATION FOR THE PERIOD ENDED DECEMBER 31, 2015

INSTRUCTIONS FOR FILING DORIS DUKE CHARITABLE FOUNDATION FORM 990PF - RETURN OF PRIVATE FOUNDATION FOR THE PERIOD ENDED DECEMBER 31, 2015 GRANT THORNTON LLP 757 THIRD AVE NEW YORK, NY 10017 ************************* INSTRUCTIONS FOR FILING DORIS DUKE CHARITABLE FOUNDATION FORM 990PF - RETURN OF PRIVATE FOUNDATION FOR THE PERIOD ENDED DECEMBER

More information

THE BUSH FOUNDATION. 990-PF Return Public Inspection Copy. For the Year Ended December 31, 2013

THE BUSH FOUNDATION. 990-PF Return Public Inspection Copy. For the Year Ended December 31, 2013 THE BUSH FOUNDATION 0-PF Return Public Inspection Copy For the Year Ended December 31, 2013 600 INWOOD AVENUE NORTH SUITE 160 OAKDALE, MN 55128 TEL: (651) 636-3806 FA: (651) 636-1136 www.akinshenke.com

More information

Return of Private Foundation

Return of Private Foundation Form or Section 447(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service Information

More information

Return of Private Foundation. , 2011, and ending, 20 Name of foundation THE J. PAUL GETTY TRUST

Return of Private Foundation. , 2011, and ending, 20 Name of foundation THE J. PAUL GETTY TRUST Return of Private Foundation OMB 1545-0052 or Section 4947(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note. The foundation may be

More information

Operating Expenses* $ 17.6M Supplement to Page 1, Col (d), Line 24; Statement 39

Operating Expenses* $ 17.6M Supplement to Page 1, Col (d), Line 24; Statement 39 Reader's Guide Michael & Susan Dell Foundation 2015 Form 990PF The annual Form 990-PF is a public document that provides useful financial information about a private foundation's financial and charitable

More information

IThe organization may have to use a copy of this return to satisfy state reporting requirements. Inspection

IThe organization may have to use a copy of this return to satisfy state reporting requirements. Inspection For ½½ Return of Organization Exept Fro Incoe Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) OMB No. 1545-0047 À¾µ Open

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF COPY FOR PUBLIC INSPECTION Return of Private Foundation OMB 1545-0052 or Section 4947(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made

More information

Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation

Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation Form 990-PF Department of the Treasury Internal Revenue Service OMB No. 1545-0052 Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation 2015 G Do not enter social security

More information

Return of Private Foundation

Return of Private Foundation Form or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service Information

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF Public Inspection Copy Return of Private Foundation OMB 1545-0052 or Section 4947(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF Department of the Treasury nternal Revenue Service Return of Private Foundation OMB No. 1545-0052 or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter Social Security numbers

More information

Return of Private Foundation

Return of Private Foundation Form Department of the Treasury Internal Revenue Service For calendar year 2009, or tax year beginning G OMB No. 1545-0052 Use the IRS Name of foundation A Employer identification number label. Otherwise,

More information

mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm

mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Part Page 2 For 990 (2009) Stateent of Progra Service Accoplishents 1 Briefly describe the organization's ission: ATTACHMENT 4 2 Did the organization undertake any significant progra services during the

More information

!211178! GORFINE, SCHILLER & GARDYN, PA RED RUN BLVD, SUITE 250 OWINGS MILLS, MD 21117

!211178! GORFINE, SCHILLER & GARDYN, PA RED RUN BLVD, SUITE 250 OWINGS MILLS, MD 21117 GORFINE, SCHILLER & GARDYN, PA 10045 RED RUN BLVD, SUITE 250 OWINGS MILLS, MD 21117 THE HARRY AND JEANETTE WEINBERG FOUNDATION, INC. 7 PARK CENTER COURT OWINGS MILLS, MD 21117!211178! 526340 04-01-15 Caution:

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF Return of Private Foundation OMB No. 1545-0052 or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. Department

More information

Return of Private Foundation

Return of Private Foundation Form or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service Information

More information

Return of Private Foundation

Return of Private Foundation Form or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter Social Security numbers on this form as it may be made public. Internal Revenue Service Information

More information

Application for Extension of Time To File an

Application for Extension of Time To File an Form 8868 Application for Extension of Time To File an (Rev. January 2014) Exempt Organization Return I OMB No. 1545-1709 Department of the Treasury File a separate application for each return. Internal

More information

THE AMERICAN SOCIETY FOR THE PREVENTION OF Form 990 (2012) Page 2

THE AMERICAN SOCIETY FOR THE PREVENTION OF Form 990 (2012) Page 2 For 99 (22) Page 2 Part THE AMERCAN SOCETY FOR THE PREVENTON OF 3-623829 Stateent of Progra Service Accoplishents Check if Schedule O contains a response to any question in this Part Briefly describe the

More information

Return of Private Foundation

Return of Private Foundation Form or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service Information

More information

PUBLIC DISCLOSURE COPY

PUBLIC DISCLOSURE COPY PUBLIC DISCLOSURE COPY Form or Section 4947(a)(1) Trust Treated as Private Department of the Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service

More information

2014 Department of the Treasury Internal Revenue Service

2014 Department of the Treasury Internal Revenue Service ** PUBLIC DISCLOSURE COPY ** OMB No. 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

More information

Return of Private Foundation. OMB No or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury

Return of Private Foundation. OMB No or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Form990-PF Return of Private Foundation OMB No. 1545-0052 or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note: The

More information

Form 1023 Checklist (Revised June 2006)

Form 1023 Checklist (Revised June 2006) Form 1023 Checklist (Revised June 2006) Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code Note. Retain a copy of the completed Form 1023 in your permanent records.

More information

Return of Private Foundation

Return of Private Foundation Form or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter social security numbers on this form as it may be made public. Internal Revenue Service Information

More information

Return of Private Foundation. C if exemption application is q pending, check here... Houston, TX 77092

Return of Private Foundation. C if exemption application is q pending, check here... Houston, TX 77092 990 -PF Return of Private Foundation Form or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter Social Security numbers on this form as it may be made public. Department of the Treasury

More information

SEE SCHEDULE O FOR CONTINUATION(S)

SEE SCHEDULE O FOR CONTINUATION(S) Form 990 (2015) ATLANTA, INC. **-***4646 Part III Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III 1 Briefly describe the organization

More information

Return of Private Foundation

Return of Private Foundation 2 Check if the foundation is not required to attach Sch. B 3 Interest on savings and temporary cash investments ~~~~~~~~~~~~~~ 4 Dividends and interest from securities~~~~~ 5a Gross rents ~~~~~~~~~~~~~~~~

More information

Form 990 (2016) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Form 990 (2016) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990 (2016) II Statement of Program Service Accomplishments 1 2 3 4 4a Check if Schedule O contains a response or note to any line in this II Briefly describe the organization s mission: Best Buddies

More information

TAX RETURN FILING INSTRUCTIONS

TAX RETURN FILING INSTRUCTIONS TA RETURN FILING INSTRUCTIONS ** FORM 990 PUBLIC DISCLOSURE COPY ** FOR THE YEAR ENDING ~~~~~~~~~~~~~~~~~ December 31, 2016 Prepared for Prepared by Amount due or refund Make check payable to Mail tax

More information

Return of Organization Exempt From Income Tax

Return of Organization Exempt From Income Tax Form Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) Department of the Treasury Internal Revenue Service The organization may

More information

Form 990 (2016) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Form 990 (2016) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Form 990 (2016) II Statement of Program Service Accomplishments 1 Check if Schedule O contains a response or note to any line in this II Briefly describe the organization s mission: FEEDMORE S MISSION

More information

TAX RETURN FILING INSTRUCTIONS

TAX RETURN FILING INSTRUCTIONS TAX RETURN FILING INSTRUCTIONS FORM 990 FOR THE YEAR ENDING ~~~~~~~~~~~~~~~~~ DECEMBER 31, 2013 Prepared for Prepared by Amount due or refund Make check payable to Mail tax return and check (if applicable)

More information

Return of Private Foundation

Return of Private Foundation Form 990-PF Return of Private Foundation OMB No. 1545-0052 I or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. À¾µº Department

More information

2013 Department of the Treasury Internal Revenue Service

2013 Department of the Treasury Internal Revenue Service PUBLIC DISCLOSURE COPY RETURN OF EEMPT ORGANIZATION YEAR ENDED DECEMBER 31, 2013 OMB No. 1545 0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the

More information

SINGERLEWAK LLP WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CALIFORNIA (310)

SINGERLEWAK LLP WILSHIRE BOULEVARD, SUITE 700 LOS ANGELES, CALIFORNIA (310) Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" and

More information

u S t. Louis, MO Foreign organizations meeting the 85% test, check here and attach F

u S t. Louis, MO Foreign organizations meeting the 85% test, check here and attach F 0 z U Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947( a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Seance Note

More information

I Information about Form 990 and its instructions is at Inspection

I Information about Form 990 and its instructions is at  Inspection Return of Organization Exept Fro ncoe Tax OMB. 1545-47 For Under section 51(c), 527, or 4947(a)(1) of the nternal Revenue Code (except private foundations) 99 À¾µ Do not enter Social Security nuers on

More information

income income purposes column (a) (see instructions))

income income purposes column (a) (see instructions)) I f_d t?s' C 990 -PF Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter Social Security numbers on this form as it may be made public. Department of the

More information

l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: Summary Signature Block OMB No

l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: Summary Signature Block OMB No l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93493136039232 OMB No 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501 (c), 527, or 4947 ( a)(1) of the Internal

More information

The Ford Foundation EQUIVALENCY AFFIDAVIT PACKET FOR NON-U.S. GRANT APPLICANTS

The Ford Foundation EQUIVALENCY AFFIDAVIT PACKET FOR NON-U.S. GRANT APPLICANTS The Ford Foundation EQUIVALENCY AFFIDAVIT PACKET FOR NON-U.S. GRANT APPLICANTS This packet includes: INTRODUCTION "EQUIVALENCY AFFIDAVIT FOR NON-U.S. ORGANIZATIONS" AND INSTRUCTIONS "PUBLIC SUPPORT SCHEDULE"

More information

2015 Department of the Treasury

2015 Department of the Treasury ETENDED TO FEBRUARY 15, 2017 OMB No. 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

More information

2016 Department of the Treasury

2016 Department of the Treasury ETENDED TO MAY 15, 2018 OMB No. 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 2016

More information

Mary-Evelyn Antonetti

Mary-Evelyn Antonetti Mary-Evelyn Antonetti SAVE THE CHLDREN FEDERATON, NC. 06-0726487 For 990 (20) Page 2 Part Stateent of Progra Service Accoplishents Check if Schedule O contains a response to any question in this Part Briefly

More information

TAX RETURN FILING INSTRUCTIONS

TAX RETURN FILING INSTRUCTIONS TA RETURN FILING INSTRUCTIONS ** FORM 990 PUBLIC DISCLOSURE COPY ** FOR THE YEAR ENDING ~~~~~~~~~~~~~~~~~ SEPTEMBER 30, 2016 Prepared for Prepared by Amount due or refund Make check payable to Mail tax

More information

UNIVERSITY OF KANSAS CENTER FOR RESEARCH, INC (A Component Unit of the University of Kansas)

UNIVERSITY OF KANSAS CENTER FOR RESEARCH, INC (A Component Unit of the University of Kansas) UNIVERSITY OF KANSAS CENTER FOR RESEARCH, INC (A Component Unit of the University of Kansas) FINANCIAL STATEMENTS TOGETHER WITH INDEPENDENT AUDITOR S REPORT FOR THE FISCAL YEARS ENDED JUNE 30, 2014 and

More information

Financial Reporting Main

Financial Reporting Main CPB ISIS Grantee's Main Finance Screen https://isis.cpb.org/headerclick.aspx?rdct=financialmain 1 of 1 4/12/2017 3:16 PM BRUCE HAINES Financial Reporting Legal Forms Grant Payments Grantee Profile Current

More information

https://isis.cpb.org/printpage.aspx?printpage=schall

https://isis.cpb.org/printpage.aspx?printpage=schall Page 1 of 11 Schedule A NFFS Excluded? If you have an NFFS Exclusion, please click the "NFFS X" button, and enter your NFFS data. Source of Income 2015 data 1. s provided directly by federal government

More information

2015 Department of the Treasury

2015 Department of the Treasury OMB 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501, 527, or 4947(1) of the Internal Revenue Code (except private foundations) 2015 Department of the Treasury Do not

More information

2015 Department of the Treasury

2015 Department of the Treasury ** PUBLIC DISCLOSURE COPY ** OMB No. 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

More information

Legal and Ethical Issues for Foundations

Legal and Ethical Issues for Foundations Legal and Ethical Issues for Foundations Delaware Valley Grantmakers Fundamentals of Smart Grantmaking Series January 11, 2012 Nina L. Cohen, Managing Director, Philanthropic Advisory Services 215-419-6722

More information

Return of Organization Exempt From Income Tax

Return of Organization Exempt From Income Tax OMU N. Forrri 99 Return of Organization Exept Fro ncoe Tax Under section 5(c), 57, or 494(a)() of the nternal Revenue Code (except black lung benefit trust or private foundation) flnpnrtr.nt d tin Tn$sLry

More information

Services that help donors give their support more generously

Services that help donors give their support more generously Working Together The Fidelity Charitable Gift Fund is an independent public charity Like your organization, we are also a nonprofit. Our donor advised fund program, called the Giving Account, helps us

More information

EXTENDED TO NOVEMBER 15, 2017 Return of Private Foundation. 0 Amended return. Name chang e. (b) Net investment

EXTENDED TO NOVEMBER 15, 2017 Return of Private Foundation. 0 Amended return. Name chang e. (b) Net investment 3 EXTENDED TO NOVEMBER 15, 2017 Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter social security

More information

Source of Income 2015 data 2016 data

Source of Income 2015 data 2016 data Page 1 of 11 Schedule A NFFS Excluded? If you have an NFFS Exclusion, please click the "NFFS X" button, and enter your NFFS data. Source of Income 2015 data 1. Amounts provided directly by federal government

More information

COPY. Tax Return Carryovers to 2013 FORM 990-PF. MATTEL CHILDREN S FOUNDATION ID Number: PF EXCESS DISTRIBUTIONS 990-PF 18,566,385.

COPY. Tax Return Carryovers to 2013 FORM 990-PF. MATTEL CHILDREN S FOUNDATION ID Number: PF EXCESS DISTRIBUTIONS 990-PF 18,566,385. Caution: Forms printed from within Adobe Acrobat products may not meet IRS or state taxing agency specifications. When using Acrobat 5.x products, uncheck the "Shrink oversized pages to paper size" and

More information

BOARD OF REGENTS POLICY

BOARD OF REGENTS POLICY Page 1 of 7 SECTION I. PURPOSE. Subd. 1. Purpose of Foundations. Private support for public higher education is an accepted and firmly established practice throughout the nation. Foundations are established

More information

The Renaissance Charitable Gift Fund. Donor-Advised Fund Program

The Renaissance Charitable Gift Fund. Donor-Advised Fund Program The Renaissance Charitable Gift Fund Donor-Advised Fund Program www.rcgf.org TABLE OF CONTENTS Renaissance Charitable Gift Fund... Page 2 Donor-Advised Funds... Page 3 Definitions... Page 3 Donors and

More information

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION, INC. AND AFFILIATE (A COMPONENT UNIT OF THE STATE OF GEORGIA)

GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION, INC. AND AFFILIATE (A COMPONENT UNIT OF THE STATE OF GEORGIA) GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION, INC. AND AFFILIATE (A COMPONENT UNIT OF THE STATE OF GEORGIA) FINANCIAL STATEMENTS AND COMPLIANCE REPORTS For the Year Ended June 30, 2013 GEORGIA STATE UNIVERSITY

More information

Return of Organization Exempt From Income Tax Form Under section 501 (c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private

Return of Organization Exempt From Income Tax Form Under section 501 (c), 527, or 4947 ( a)(1) of the Internal Revenue Code ( except private lefile GRAPHIC print - DO NOT PROCESS I As Filed Data - I DLN: 934932580120351 OMB No 1545-0047 990 Return of Organization Exempt From Income Tax Form Under section 501 (c), 527, or 4947 ( a)(1) of the

More information

HUMBOLDT STATE UNIVERSITY SPONSORED PROGRAMS FOUNDATION

HUMBOLDT STATE UNIVERSITY SPONSORED PROGRAMS FOUNDATION HUMBOLDT STATE UNIVERSITY SPONSORED PROGRAMS FOUNDATION BASIC FINANCIAL STATEMENTS, SUPPLEMENTARY INFORMATION, AND SINGLE AUDIT REPORTS Including Schedules Prepared for Inclusion in the Financial Statements

More information

CORPORATION FOR PUBLIC BROADCASTING OFFICE OF INSPECTOR GENERAL

CORPORATION FOR PUBLIC BROADCASTING OFFICE OF INSPECTOR GENERAL CORPORATION FOR PUBLIC BROADCASTING OFFICE OF INSPECTOR GENERAL AUDIT OF COMMUNITY SERVICE AND OTHER SELECTED GRANTS AT KENTUCKY AUTHORITY FOR EDUCATIONAL TELEVISION, INC., KET-TV, LEXINGTON, KENTUCKY

More information

N O N-PR O FI T O R G A NI Z A T I O NS

N O N-PR O FI T O R G A NI Z A T I O NS FIN A N C I A L M A N A G E M E N T G UID E F O R N O N-PR O FI T O R G A NI Z A T I O NS N A T I O N A L E ND O W M E N T F O R T H E A R TS O F F I C E O F INSP E C T O R G E N E R A L SEP T E M B E

More information

FUND Application. The Valley Center Opportunity Zone A Community Development Corporation

FUND Application. The Valley Center Opportunity Zone A Community Development Corporation The Valley Center Opportunity Zone A Community Development Corporation FUND Application (ALL FORMS MUST BE PROPERLY FILLED IN OR THIS APPLICATION WILL BE RETURNED) Submit to The VCOZ Office Latin Chamber

More information

AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS. National Historical Publications and Records Commission

AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS. National Historical Publications and Records Commission AN INTRODUCTION TO FINANCIAL MANAGEMENT FOR GRANT RECIPIENTS National Historical Publications and Records Commission March 5, 2012 Contents USE OF THE GUIDE... 2 ACCOUNTABILITY REQUIREMENTS... 2 Financial

More information

Los Angeles Community College District. Report on Audited Basic Financial Statements

Los Angeles Community College District. Report on Audited Basic Financial Statements Los Angeles Community College District Report on Audited Basic Financial Statements June 30, 2006 June 30, 2006 Los Angeles County, California: East Los Angeles College Los Angeles City College Los Angeles

More information

Account name. Select when the grant should be issued. If an option is not selected, the grant will be issued as soon as possible.

Account name. Select when the grant should be issued. If an option is not selected, the grant will be issued as soon as possible. Recommend a grant Use this form to recommend a grant to charity from your philanthropic account. For quicker processing times, enter this grant online. For more information, refer to our Policies and guidelines

More information

CHARTER SCHOOL LEGAL ISSUES: Friends Of Organizations

CHARTER SCHOOL LEGAL ISSUES: Friends Of Organizations CHARTER SCHOOL LEGAL ISSUES: Friends Of Organizations A. Friends Of Organizations School Support and Fundraising Groups 1. A Friends of XYZ Charter School organization is a separate, not-for-profit 501(c)(3)

More information

CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES

CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES This packet includes: INTRODUCTION and INSTRUCTIONS "AFFIDAVIT UPDATE" "PUBLIC SUPPORT SCHEDULE" "MAJOR DONOR SUPPORT" FORM

More information

University of Florida Foundation, Inc. Financial and Compliance Report June 30, 2016

University of Florida Foundation, Inc. Financial and Compliance Report June 30, 2016 University of Florida Foundation, Inc. Financial and Compliance Report Contents Independent auditor s report 1-2 Financial statements Statement of financial position 3 Statement of activities 4 Statement

More information

HENDERSHOT, BURKHARDT & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS

HENDERSHOT, BURKHARDT & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANTS Young Marines of the Marine Corps League Financial Statements for the Year Ended September 30, 2016 and Independent Auditors Report Dated March 8, 2017 HENDERSHOT, BURKHARDT & ASSOCIATES CERTIFIED PUBLIC

More information

6" AUG Return of Private Foundation , , , , , , ,997.

6 AUG Return of Private Foundation , , , , , , ,997. Return of Private Foundation OMB No 1545-0052 Form 990 - PF or Section 4947 (ax1) Trust Treated as Private Foundation 20 1 3 Department of the Treasury Do not enter Social Security numbers on this form

More information

Source of Income 2015 data 2016 data Revision

Source of Income 2015 data 2016 data Revision Page 1 of 15 Schedule A NFFS Excluded? If you have an NFFS Exclusion, please click the "NFFS X" button, and enter your NFFS data. Source of Income 2015 data 2016 data Revision 1. Amounts provided directly

More information

County of Riverside Community Improvement Designation (CID) Fund 2017/2018 Grant Request Application

County of Riverside Community Improvement Designation (CID) Fund 2017/2018 Grant Request Application 2017/2018 Grant Request Application APPLYING FOR CID WITH THE FOLLOWING DISTRICT(S): District 1 $ District 2 $ District 3 $ District 4 $ District 5 $ Section 1 - APPLICANT INFORMATION 1. Legal Name of

More information

Grant Guidelines. for Cultural Facilities. Table of Contents. Florida Department of State

Grant Guidelines. for Cultural Facilities. Table of Contents. Florida Department of State Florida Department of State DiVisiOn Of Cultural Affairs Grant Guidelines for 2018-2019 Cultural Facilities Florida Department of State, Division of Cultural Affairs Florida Council on Arts and Culture

More information

You Can Do THAT with a Private Foundation?! Jeffrey D. Haskell Chief Legal Officer

You Can Do THAT with a Private Foundation?! Jeffrey D. Haskell Chief Legal Officer You Can Do THAT with a Private Foundation?! Jeffrey D. Haskell Chief Legal Officer 21st Annual Maine Tax Forum -Nov2017 1 An Introduction to Foundation Source 21st Annual Maine Tax Forum -Nov2017 2 Who

More information

I. Grant Inquiries and Declinations 3

I. Grant Inquiries and Declinations 3 THE SUMMIT FOUNDATION Grants Management Procedures February 2012 Table of Contents I. Grant Inquiries and Declinations 3 II. Processing Grant Applications 3 Grant Application Guidelines Application Requirements

More information

OMB Circular A-133 Reporting Package. Saginaw Valley State University. Year ended June 30, 2009

OMB Circular A-133 Reporting Package. Saginaw Valley State University. Year ended June 30, 2009 OMB Circular A-133 Reporting Package Saginaw Valley State University Year ended June 30, 2009 Saginaw Valley State University OMB Circular A-133 Reporting Package Year ended June 30, 2009 Audited Financial

More information

DAYTONA BEACH ENTERPRISE CENTER APPLICATION

DAYTONA BEACH ENTERPRISE CENTER APPLICATION DAYTONA BEACH ENTERPRISE CENTER APPLICATION The Daytona Beach Enterprise Center was developed to assist tenant companies in the early stages of their development. It is expected that tenant companies will

More information

PART 34-ADMINISTRATIVE REQUIREMENTS FOR GRANTS AND AGREEMENTS WITH FOR-PROFIT ORGANIZATIONS. Subpart A-General

PART 34-ADMINISTRATIVE REQUIREMENTS FOR GRANTS AND AGREEMENTS WITH FOR-PROFIT ORGANIZATIONS. Subpart A-General PART 34-ADMINISTRATIVE REQUIREMENTS FOR GRANTS AND AGREEMENTS WITH FOR-PROFIT ORGANIZATIONS 34.1 Purpose. Subpart A-General (a) This part prescribes administrative requirements for awards to for-profit

More information

Hospitals. Complete if the organization answered "Yes" on Form 990, Part IV, question 20. Attach to Form 990.

Hospitals. Complete if the organization answered Yes on Form 990, Part IV, question 20. Attach to Form 990. OMB No. 1545-0047 SCHEDULE H (Form 990) Hospitals 2015 Complete if the organization answered "Yes" on Form 990, Part IV, question 20. Department of the Treasury Attach to Form 990. Open to Public Internal

More information

Financial statements and report of independent certified public accountants Oklahoma State University June 30, 2006 and 2005

Financial statements and report of independent certified public accountants Oklahoma State University June 30, 2006 and 2005 Financial statements and report of independent certified public accountants Oklahoma State University June 30, 2006 and 2005 C O N T E N T S Page MANAGEMENT S DISCUSSION AND ANALYSIS i REPORT OF INDEPENDENT

More information

in 2009, the men and women of the LAFD responded 753,428 times to come to the aid of their neighbors in need.

in 2009, the men and women of the LAFD responded 753,428 times to come to the aid of their neighbors in need. j LOS ANGELES FIRE EPARTMENT FOUNDATION OUR MISSION j The mission of the Los Angeles Fire Department Foundation is to create partnerships to provide resources, programs, services and equipment that assist

More information

Accounting for Government Grants

Accounting for Government Grants 170 Accounting Standard (AS) 12 (issued 1991) Accounting for Government Grants Contents INTRODUCTION Paragraphs 1-3 Definitions 3 EXPLANATION 4-12 Accounting Treatment of Government Grants 5-11 Capital

More information

BACKGROUND. CPB Community Service Grant

BACKGROUND. CPB Community Service Grant This report presents the conclusions of the OIG. The findings and recommendations presented in this report do not necessarily represent CPB s final position on these matters. CPB officials will make a

More information

CSU Auxiliaries 101. CSU 101 October 25-28, 2015 Pismo Beach, CA. Auxiliary Organizations Association. John Griffin

CSU Auxiliaries 101. CSU 101 October 25-28, 2015 Pismo Beach, CA. Auxiliary Organizations Association. John Griffin CSU Auxiliaries 101 CSU 101 October 25-28, 2015 Pismo Beach, CA Auxiliary Organizations Association John Griffin 2015 AOA President (Chief Financial Officer, The University Corporation, CSU Northridge)

More information

MINORITY BUSINESS ENTERPRISE (MBE)

MINORITY BUSINESS ENTERPRISE (MBE) INTRODUCTION APPLICATION FOR NATIONAL CERTIFICATION AS A MINORITY OWNED AND CONTROLLED BUSINESS MINORITY BUSINESS ENTERPRISE (MBE) We welcome your interest in NWBOC s national certification as a Minority

More information

G Check all that apply Initial return Initial Return of a former public charity D 1 Foreign organizations. 5:-, "a^k s' ;' rfr'^ r-,, t.

G Check all that apply Initial return Initial Return of a former public charity D 1 Foreign organizations. 5:-, a^k s' ;' rfr'^ r-,, t. Form '990 -P F Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury Do not enter Social Security numbers on this form as it may be made public.

More information

November 1, Re: Application for calendar 2018 general operating funding

November 1, Re: Application for calendar 2018 general operating funding November 1, 2017 Re: Application for calendar 2018 general operating funding The Business Consortium for Arts Support is now accepting applications from eligible South Hampton Roads arts and cultural organizations

More information

Grant Application and Compliance Package

Grant Application and Compliance Package Grant Application and Compliance Package February 2009 Grant Compliance Package Table of Contents Coca-Cola Philanthropy 3 Grant Checklist 5 Guidelines for Program Summary 6 Program Budget Summary 7 Grant

More information

WOMAN BUSINESS ENTERPRISE (WBE)

WOMAN BUSINESS ENTERPRISE (WBE) INTRODUCTION APPLICATION FOR NATIONAL CERTIFICATION AS A WOMAN-OWNED AND CONTROLLED BUSINESS WOMAN BUSINESS ENTERPRISE (WBE) We welcome your interest in the WBE Certification program. The National Women

More information

Hospitals. Complete if the organization answered "Yes" on Form 990, Part IV, question 20. Attach to Form 990.

Hospitals. Complete if the organization answered Yes on Form 990, Part IV, question 20. Attach to Form 990. OMB No. 1545-0047 SCHEDULE H (Form 990) Hospitals 2015 Complete if the organization answered "Yes" on Form 990, Part IV, question 20. Department of the Treasury Attach to Form 990. Open to Public Internal

More information

FINANCIAL ASSISTANCE POLICY

FINANCIAL ASSISTANCE POLICY TITLE: FINANCIAL ASSISTANCE POLICY STATEMENT OF PURPOSE: This policy is intended to establish guidelines for a structured procedure so as not to exclude anyone from seeking medical services on the grounds

More information

Caution: DRAFT NOT FOR FILING

Caution: DRAFT NOT FOR FILING Caution: DRAFT NOT FOR FILING This is an early release draft of an IRS tax form, instructions, or publication, which the IRS is providing for your information as a courtesy. Do not file draft forms. Also,

More information

Ventura County Community Foundation

Ventura County Community Foundation Ventura County Community Foundation SPECIAL & URGENT NEEDS (SUN) FUND GUIDELINES & APPLICATION Purpose The purpose of VCCF s Special and Urgent Needs (SUN) is to respond to immediate and/or unexpected

More information

St. Elizabeth Healthcare- Financial Assistance Policy

St. Elizabeth Healthcare- Financial Assistance Policy St. Elizabeth Healthcare- Financial Assistance Policy Objective Consistent with its mission to provide comprehensive and compassionate care that improves the health of the people we serve, St. Elizabeth

More information