US Internal Revenue Service: f990pf - 2000
US Internal Revenue Service: f990pf - 2000
US Internal Revenue Service: f990pf - 2000
G Check all that apply: Initial return Final return Amended return Address change Name change
Name of organization A Employer identification number
Use the IRS
label.
Otherwise, Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number (see page 10 of the instructions)
print
or type. ( )
See Specific City or town, state, and ZIP code C If exemption application is pending, check here
Instructions.
D 1. Foreign organizations, check here
H Check type of organization: Section 501(c)(3) exempt private foundation 2. Foreign organizations meeting the 85% test,
check here and attach computation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation
E If private foundation status was terminated
I Fair market value of all assets at end J Accounting method: Cash Accrual under section 507(b)(1)(A), check here
of year (from Part II, col. (c), Other (specify) F If the foundation is in a 60-month termination
line 16) $ (Part I, column (d) must be on cash basis.) under section 507(b)(1)(B), check here
Part I Analysis of Revenue and Expenses (The total of (a) Revenue and (d) Disbursements
amounts in columns (b), (c), and (d) may not necessarily equal (b) Net investment (c) Adjusted net for charitable
expenses per
income income purposes
the amounts in column (a) (see page 10 of the instructions).) books (cash basis only)
1 Cash—non-interest-bearing
2 Savings and temporary cash investments
3 Accounts receivable
Less: allowance for doubtful accounts
4 Pledges receivable
Less: allowance for doubtful accounts
5 Grants receivable
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)
7 Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
Assets
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 )
24 Unrestricted
25 Temporarily restricted
26 Permanently restricted
Organizations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds
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 page 17 of the
instructions)
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions)
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with
end-of-year figure reported on prior year’s return) 1
2 Enter amount from Part I, line 27a 2
3 Other increases not included in line 2 (itemize) 3
4 Add lines 1, 2, and 3 4
5 Decreases not included in line 2 (itemize) 5
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 6
Form 990-PF (2000)
Form 990-PF (2000) 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, (b) How acquired (c) Date acquired (d) Date sold
2-story brick warehouse; or common stock, 200 shs. MLC Co.) P—Purchase (mo., day, yr.) (mo., day, yr.)
D—Donation
1a
b
c
d
e
(f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss)
(e) Gross sales price
(or allowable) plus expense of sale (e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l) Gains (Col. (h) gain minus
(j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or
(i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any Losses (from col.(h))
a
b
c
d
e
2 Capital gain net income or (net capital loss)
兵
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7 其 2
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 其 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.)
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) (b) (c) (d)
Base period years Adjusted qualifying distributions Net value of noncharitable-use assets Distribution ratio
Calendar year (or tax year beginning in) (col. (b) divided by col. (c))
1999
1998
1997
1996
1995
4 Enter the net value of noncharitable-use assets for 2000 from Part X, line 5 4
其
Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A” on line 1.
Date of ruling letter: (attach copy of ruling letter if necessary–see instructions)
b Domestic organizations that meet the section 4940(e) requirements in Part V, check 1
here and enter 1% of Part I, line 27b
c All other domestic organizations 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
3 Add lines 1 and 2 3
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- 5
6 Credits/Payments:
a 2000 estimated tax payments and 1999 overpayment credited to 2000 6a
b Exempt foreign organizations—tax withheld at source 6b
c Tax paid with application for extension of time to file (Form 8868) 6c
d Backup withholding erroneously withheld 6d
7 Total credits and payments. Add lines 6a through 6d 7
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed 9
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 10
11 Enter the amount of line 10 to be: Credited to 2001 estimated tax Refunded 11
Part VII-A Statements Regarding Activities
1a During the tax year, did the organization attempt to influence any national, state, or local legislation or did Yes No
it participate or intervene in any political campaign? 1a
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page
19 of the instructions for definition)? 1b
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distr ibuted by the organization in connection with the activities.
c Did the organization file Form 1120-POL for this year? 1c
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the organization. $ (2) On organization managers. $
e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed
on organization managers. $
2 Has the organization engaged in any activities that have not previously been reported to the IRS? 2
If “Yes,” attach a detailed descr iption of the activities.
3 Has the organization 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
4a Did the organization have unrelated business gross income of $1,000 or more during the year? 4a
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
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
7 Did the organization have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV. 7
8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the
instructions)
b If the answer is “Yes” to line 7, has the organization 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
9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2000 or the taxable year beginning in 2000 (see instructions for Part XIV on
page 25)? If “ Yes,” complete Part XIV 9
10 Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses. 10
11 Did the organization comply with the public inspection requirements for its annual returns and exemption
application? 11
12 The books are in care of Telephone no.
Located at ZIP+4
13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041—Check here
and enter the amount of tax-exempt interest received or accrued during the year 13
c Did the organization 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 2000? 1c
2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a At the end of tax year 2000, did the organization have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2000? Yes No
If “Yes,” list the years 19 , 19 , 19 , 19
b Are there any years listed in 2a for which the organization 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 page 20 of the 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.
19 , 19 , 19 , 19
3a Did the organization hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year? Yes No
b If “Yes,” did it have excess business holdings in 2000 as a result of (1) any purchase by the organization
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 organization had excess business holdings in 2000. ) 3b
4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a
b Did the organization 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 2000? 4b
5a During the year did the organization pay or incur any amount to:
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? Yes No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? Yes No
(3) Provide a grant to an individual for travel, study, or other similar purposes? Yes No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)? Yes No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? Yes No
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 page 20 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 organization claim exemption from the
tax because it maintained expenditure responsibility for the grant? Yes No
If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
6a Did the organization, during the year, receive any funds, directly or indirectly, to pay
premiums on a personal benefit contract? Yes No
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b
If you answered “Yes” to 6b, also file Form 8870.
Form 990-PF (2000)
Form 990-PF (2000) Page 6
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
Part VIII
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation (see page 20 of the instructions):
(b) Title, and average (c) Compensation (d) Contributions to (e) Expense account,
(a) Name and address hours per week (If not paid, enter employee benefit plans other allowances
devoted to position -0-) and deferred compensation
2 Compensation of five highest-paid employees (other than those included on line 1—see page 21 of the instructions).
If none, enter “NONE.”
(d) Contributions to
(b) Title and average
employee benefit (e) Expense account,
(a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation
plans and deferred other allowances
devoted to position
compensation
3 Five highest-paid independent contractors for professional services—(see page 21 of the instructions). If none, enter
“NONE.”
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Part X Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 22 of the instructions.)
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a Average monthly fair market value of securities 1a
b Average of monthly cash balances 1b
c Fair market value of all other assets (see page 23 of the instructions) 1c
d Total (add lines 1a, b, and c) 1d
e Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) 1e
2 Acquisition indebtedness applicable to line 1 assets 2
3 Subtract line 2 from line 1d 3
4 Cash deemed held for charitable activities. Enter 1 ⁄2% of line 3 (for greater amount, see page 23
1
of the instructions) 4
5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 5
6 Minimum investment return. Enter 5% of line 5 6
Distributable Amount (see page 23 of the instructions) (Section 4942(j)(3) and (j)(5) private operating
Part XI
foundations and certain foreign organizations check here and do not complete this part.)
1 Minimum investment return from Part X, line 6 1
2a Tax on investment income for 2000 from Part VI, line 5 2a
b Income tax for 2000. (This does not include the tax from Part VI.) 2b
c Add lines 2a and 2b 2c
3 Distributable amount before adjustments. Subtract line 2c from line 1 3
4a Recoveries of amounts treated as qualifying distributions 4a
b Income distributions from section 4947(a)(2) trusts 4b
c Add lines 4a and 4b 4c
5 Add lines 3 and 4c 5
6 Deduction from distributable amount (see page 23 of the instructions) 6
7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
line 1 7
Part XII Qualifying Distributions (see page 24 of the instructions)
b List 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.
a The name, address, and telephone number of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Total 3a
b Approved for future payment
Total 3b
Form 990-PF (2000)
Form 990-PF (2000) Page 11
Part XVI-A Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
(a) (b) (c) (d) function income
Business code Amount Exclusion code Amount (See page 26 of
the instructions.)
1 Program service revenue:
a
b
c
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities
5 Net rental income or (loss) from real estate:
a Debt-financed property
b Not 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
9 Net income or (loss) from special events
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)
13 Total. Add line 12, columns (b), (d), and (e) 13
(See worksheet in line 13 instructions on page 27 to verify calculations.)
Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
Line No.
the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
page 27 of the instructions.)
2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? Yes No
b If “Yes,” complete the following schedule.
(a) Name of organization (b) Type of organization (c) Description of relationship
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and
belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
Sign Here
Paid
Preparer’s
signature
Firm’s name (or yours if EIN
self-employed), address,
and ZIP code Phone no. ( )
Form 990-PF (2000)