990-pf return of private foundation o~ no. 1 o.wn....

19
Form 990-PF Return of Private Foundation o~ No . 1515-005T w Section 49471a1(1) Nonexempt Charitable Trust o .wn." m .i a. T~. ..~ Treated as a Private Foundation 2001 Note : The organization may be able b use a copy of this return to satisfy sate reporting reqwremem~. For the edmdar y ew 211011 , ar L : eu beginning 2007 and ending G Cheek dl than yplr Inmd return ~ Final return Amended return Address ehrrye 0 Nuns ehsipe Uu the IRS n°s d .ry . .ixnia A Employer Identification number label . o-5 Ilsbi W mud far v 0 box on" n III U w1 NIImN n Wave 644116114 ! 7~bveau a Otherwise, i.m .nie N Wx Ws page to a w print 6320 Highway 99 Bast or type. , City a laws, YM, add ZIP t 1 G It examplies application Is $"t Specific iK ly a Onl:nleq check ~R~ Instructions D 1 . '1, foreign er nlaabu "mile M N Cheek type of organization: EE Section 5011c1131 exempt private foundation 111516 t6K Check hard @1d Much oot Section 4947W17) nonexempt charitable trust Other taxable ware foundation E u privet ieomi.. dm. . .. tn.im .d I Fair market value of dl assets at end J Accounting msthot Ell cash E] Accrual .w.r reia . mruNilW, check here " 0 of yew (from Part II, col (c) . line 0 Other (specify) F u m ieudeies is i . . eo-00 :6 16) " ~~t I, Column (m must be on ash basis) editor section eo70Xnm1, c~~cit ha . AaalydMhwMnd ERpnsn fin, total d a - notes :ad (III not i ,d ld (e) Aq d , (d) Disbursements anami IN colonel 01.IJ ,IJ, and (0 way not necessarily oQul nYnw~ Vr Ieno Iacwd for charitable parental 1 7 Contributions, gifts, grants, etc , received (art sch ) Check "a II IM loo4tla . Iswl required b otl¢Y sch B 2 Distributions from split-interest trusts 9 Interest on savings and temporary cash inviesonents 4 Dividends WA interest from securities 5 a Gross rent/ b Plat rental income or (loss) a RECEIVS B a Net pin or (loss) from tale of n s no on ins~1~' Y b gross ulu prlc& for III ~awb o~ I ~q~ 7 Capitol pain net income (from i1 V, n1~~ Z `) n 8 Not short-term capital gain 9 Income modifications t0a Gross sales less yearns ~ sad allowances b Less Cost of goods sold e Gross profit w (loss) (ett . sch ) 77 Other income (ett ssh ) Per raperwort 114410611011 Act Notice, 114$ IfOPFI 01/16/02 Farm 0 71 Compensation of officers, directors, trustees, ate 71 Other employee salaries and types ! 75 Pension plea, employee benefits i 181 Legal fees tM u1) n b Accaeinp lug 4n wil " SEE SCHEDIIL$ 2 C pd,r yreloulaul fog ion X88 BCHEDIII .E 3 and 17 Interest 78 Taxes left sch 1 SEE SCHEDULE 4 41 I9 Depreciation (m sch I led depletion 20 Occupancy 21 Travel, conferences, and meetings 22 Printing and publications Lily 23 "nw "=v .... . t .n . w ) SEE SCHEDULE 6 2" Total operating and administrative expenses . Add lines 13 through 23 25 Contributions, pitu, gyms paid sea 28 Total expanses and disbursements . Add lines 21 end 25) 27 Subtract Iine 28 from line 72. a Exact of revenge over expenses and disbursement b Hat Investment income (if negative, enter -0-)

Upload: hoangnhu

Post on 07-Apr-2019

219 views

Category:

Documents


0 download

TRANSCRIPT

Form 990-PF Return of Private Foundation o~ No. 1515-005T w Section 49471a1(1) Nonexempt Charitable Trust

o.wn."m .i a. T~. ..~ Treated as a Private Foundation 2001 Note : The organization may be able b use a copy of this return to satisfy sate reporting reqwremem~. For the edmdar yew 211011 , ar L: eu beginning 2007 and ending G Cheek dl than yplr Inmd return ~ Final return Amended return Address ehrrye 0 Nuns ehsipe

Uu the IRS n°s d .ry . .ixnia A Employer Identification number

label . o-5 Ilsbi W mud far v 0 box on" n III U w1 NIImN n Wave 644116114 ! 7~bveau a Otherwise, i.m.nie N

Wx Ws page to a w

print 6320 Highway 99 Bast or type.

, City a laws, YM, add ZIP t 1 G It examplies application Is $"t Specific

iK ly a Onl:nleq check ~R~ Instructions D 1 .

'1, foreign er nlaabu "mile M

N Cheek type of organization: EE Section 5011c1131 exempt private foundation 111516 t6K Check hard @1d Much oot

Section 4947W17) nonexempt charitable trust Other taxable ware foundation E u privet ieomi.. dm. ... tn.im.d I Fair market value of dl assets at end J Accounting msthot Ell cash E] Accrual .w.r reia. mruNilW, check here " 0

of yew (from Part II, col (c) . line 0 Other (specify) F u m ieudeies is i . . eo-00:6 16) " ~~t I, Column (m must be on ash basis) editor section eo70Xnm1, c~~cit ha .

AaalydMhwMnd ERpnsn fin, total d a -

notes :ad (III not i�,d�ld (e) Aq�� d �, (d) Disbursements anami IN colonel 01.IJ ,IJ, and (0 way not necessarily oQul nYnw~

� Vr Ieno Iacwd for charitable parental

1

7 Contributions, gifts, grants, etc , received (art sch )

Check "a II IM loo4tla. Iswl required b otl¢Y sch B 2 Distributions from split-interest trusts

9 Interest on savings and temporary cash inviesonents 4 Dividends WA interest from securities 5 a Gross rent/ b Plat rental income or (loss)

a

RECEIVS B a Net pin or (loss) from tale of n s no on ins~1~'

Y b gross ulu prlc& for III ~awb o~ I ~q~

7 Capitol pain net income (from i1 V, n1~~ Z `) n 8 Not short-term capital gain 9 Income modifications t0a Gross sales less yearns ~

sad allowances b Less Cost of goods sold e Gross profit w (loss) (ett . sch )

77 Other income (ett ssh )

Per raperwort 114410611011 Act Notice, 114$ IfOPFI 01/16/02

Farm

0 71 Compensation of officers, directors, trustees, ate 71 Other employee salaries and types

! 75 Pension plea, employee benefits i 181 Legal fees tM u1) n b Accaeinp lug 4n wil " SEE SCHEDIIL$ 2

C pd,r yreloulaul fog ion X88 BCHEDIII.E 3 and 17 Interest

78 Taxes left sch 1 SEE SCHEDULE 4 41 I9 Depreciation (m sch I led depletion

20 Occupancy

21 Travel, conferences, and meetings 22 Printing and publications

Lily 23 "nw "=v ..... t.n. w ) SEE SCHEDULE 6 2" Total operating and administrative expenses .

Add lines 13 through 23 25 Contributions, pitu, gyms paid

sea 28 Total expanses and disbursements . Add lines

21 end 25) 27 Subtract Iine 28 from line 72.

a Exact of revenge over expenses and disbursement b Hat Investment income (if negative, enter -0-)

Page 2 2 rm. IN-rr too I)

IFOPF! 04/7i/01

Aueaw wwm of ewm in too Beginning of year EM of yea Balance Sheets r..ciou. codes *me a too a.*-w- r anon rel y CH ~"m.aieW W Boob Value (b) Book Value Id Fair Market Value

1 Cam - non-interest-6ernp 108,631, 41,290, 41,290, T Savings nd temporary each imsttrrontt

Accounts receivable " ' Le7s allowance la doubtful ¢wioML Pledges receivable Is - Less dlowarce Iw doubtful aecamtfl -------------

5 Grants receivable --_----~~~--_ 0 ~ door

sch .i:it~i~~ doe A's~a ~ director

~.x..~ w door

A 7 Other sort W to nnh@Ob 40 . ass

t 1

Less allowance for doubtful accwnb 10 8 Inventories for solo a use 9 Prepaid expenses and deferred charges 10g isww.n.-u s ..i

$1 41 8 b P ...~...n auoai... 'La. u11 ase deck Im 96 ) 60,00 0 , 10 .00 60,000, iea*imlWs lm sA)

7f l "v"n"$W -la "d. all,11 "a1, " Z48 255 . ..i .a .ioo..c basis ---------- Louaanimd doonauuo" 3)866 . 244,389, 242 .989,a Wbch uMh10 ____ . . . . . ._ ._ _

72 investments -mart pepe loaf 79 Investments-other (ett. seR) 14 free. emmpa and 111. apIVmeRhnls ---------------------

Less acrnzlgpd depreciation 1 Wage uNAI ---------------------

15 Other msebIdssttibs " 1 16 Total assets (w be completed by ell Iders - see pope 16 of

the instructions) Also . see pope 1, item 1) IL 8,631, 345 .679 . 344,279, 17 Accounts payable and accrued expenses

j 18 Grams payable t 19 Deferred revenue 20 Um from dlinrti 41119"k "mass. and odor discionalilled perms

1 Ym ooqn nl o1~or quo i ~q~ ,l0 (sR R~

o7 or

Other liabilities (describe Is- ------------------ -

23

1 e

Total liabilities (odd lines 17 through 22) Organizations that follow SEAS 717, check bore 1110[E

t end complete Ross 2" through 28 end line 30 and 77 . ?A Unrestricted

, 108 .63 41,290,

25 Temporarily remitted t

10,000, 304,389, 28 Permanently restricted

Organizations that do not IoUow SFAS 717, or F check here died complete lines 27 through 31 1110=

27 Capful stock, trust principal, or current funds d 28 Paid-m v capital surplus, or Land, bldg , and equipment fund

20 RHsbe1 unlap, accmlpN losses, eae"M, w ~O~! IWa

f 30 Total nit assets or fond balances (see ppe 17 0l the e instructions) 8 ,631 . 345 .672,,

37 Total 1labilitin and not assets/feed balances (see page 17 of the instructions) 118,631, 345,679 .

Analysts of Changes In Net Assets Or Fund Balances

7 Total net asses or fund Wlsices at beginning of yew - Part II, column (a), line 30 1 (must spree with end-of -year figure reported on prior t'ar's retard

2 Emer enoimt from Part 1. line 27a 2

3 Differ increases not included m line 2 btemizell

Add

7

lines ----'-'-'-------- " '--'----'--'---- " '----

5 Deaeasell not included m biro 2 (itemize) " SEE SCHEDULE 8 A Ltil nu rob n. L- A k. I-... w ..." .1 ..~~ ll . ... I ... . ...~ I.n~ [I _ D.w 11 ~dn_n A1 1 .... 7A A

Form 990-PF X20011

v.. 990vr nmn

W List mid detaibe 1M klndW of property sold (ay, red effete, 2-stay brick vraretquse ; or wnunai stock, 200 sits. lAC Co .l

on 1Z/31/69

(it) Excess of col 6) over col (d, if my

piece only ter assets snowing gain in

(i1 F M V as 01 12/31/69 P Adjusted basis of of 12/31/69

[__1 Yes W No

8 Enter qualifying distributions from Part XII, line 4 I e I If line 8 u egad to a greater than line 7, Mack the box m Part VI, hero 1b, and complete that part using s 1% tax rate. See the Part VI instructions on gape 18

1ioPn m~um~ Form 990-PF tIOOt)

Id Gross sees price Depreciation allowed (or allowable)

p Cost a other eats plus expense of sale

d s

II pain, also enter In Part 1, line 7 2 Capital pain net income w (net capital lots) II floss), enter -0- in Part I, line 7

9 Net short-term capital pun m (loss) as defined m sections 122215) and (6F Ii pain, also enter in Part I, line 8, column (e) (see papas 13 and 17 of the instructions)

ffor optional ass by domestic private toundenons subject to the section 4940W tax an not investment income 1

If section 49401(2) epDlief, leave this part blank

Was the organization liable for the section 49.2 tax on the distribuhble mount of any Vow m the base period? If "Yes ." Me o rganizati on does not qualify undo season !940(a) Do no t compl ete this part

7 Enter the appropriate mount m own column (w own year, sea page 18 of the instructions before making my entries

Bast period yeas Calendar yew I Adjusted qudblYInY distributions I Nei value for tax vow beainnina ml of nonehsiuble-use assets

1998 1997

2 Total of line 1, column (d) Average distribution ratio for the 6-yea bye period-divide the total on line 2 by 5, a by the number of yeas the foundation has been in existence if less than 5 yews ~3

net value of nonchsitehle-use assets for 2001 from Pal X, line 5 Enter the

5 Multiply line t by line 3 ~_S

8 Enter 1% of net investment income (1% of Part I, line 27b)

7 Add lines 5 aid B

3 Page 3

lel Dace Idl Once sold acquired ho , deb'. Yr .) (nit , dq, y r)

(hl Gain or (lost) lel plus ffl memo Ipl

(U Gains (Cal W gain mime eol. 00, but not lest then -0-1 or

Losses (from col W)

or 4945- see pa 78 of the Iwtrl

a 2001 estimated tax payments sad 2000 overpayment credited m 2001 " a b Exempt foreign organizations - tax withhold at source Bb e Tax pod with application for extension of time to file (Form 886!1

its 1 d Backup withholding erroneously wnCiMld id 7 Total cradle and payments Add lines 6@ through 6d) 8 Enter sq penalty for underpayment of estimated tax Check here [:3 If Form 2220 a attached 9 Tax doe. H Ns mod of lines 5 and 8 n mine than biro 7, miter amount owl 70 Overpayment. If line 7 is more than the total of !loaf 5 and 8, enter the amount overpaW

---------- ----------------------- -------------------------------------------------- 72 rnebootsseincrsot " Linda BitseII_____________________________ .TeleWroneno " 530 384-1920 Locneen " 8320 Highva~_99_Bast _?IPc~e+4 t 96055

1! Section "947W11) nonexempt charitable trusts filing Form 990-PF m lieu of Form 1041 . -Check here " U and enter the moan of ha-exempt merest received or accrued during the yea NIA, " I 73

I

irorr4 oiiisio : Form 990-PF (2001)

FF" 8110-PF *809 011 ~/ Excise Tax Based on Investment Income Section 4940 , 4940 , 494 7 a Exempt oparsmp f am4Uaq described in scum "91014U1, deck here "0 and inter "N/A' on line 1 .

Date al ruling letter (attach copy of rdlny letter II necessary -we IwtrKWm) b Domestic organizations Cnl meet the swoon 494O(e) repwremenb in Part V, chock

here 0-M mid enter 1% of Part 1. line 27b e All other domestic organizations enter 2% of IIIIO 27b Fzamp IueIp up.ItYlm HOC tS W Pan i. I[@@ IL Cal 61

2 Tax inch section 611 (dortmsne secUOn 4917W17) auto and usable faodauw only OCiat enter -0-) Add lines 1 and 2

t Subtitle A fiixoma) tax (domestic section "947W11) sum and taxable toundenoro only. Others enter -0-) 5 Tea baud on Investment leeoma . Subtract line t from has 3 II zero v less, ertom -0- 8 Credits/Payments:

d

7 a During the tax yew, did the organization attempt m influence spy national . stall, w load legislation or did it participate or intervene in an y political campaign?

b Did it spend more than $100 during the yew (either directly or indirectly) for political purposes (seepage 19 0l the instructions for definition)?

If the answer is -Yes" to to or tb, attach a detailed description of the activities and copies of any materials published a distributed by the organization in connection With the aCtIVII10L

e Did the organization file Form 112o-POl for this yea? d Enter the mount (if aryl of tax on political expenditures (section 1955) imposed during the year

(7) 0n the organization. " $ 0 . (210n organization managers " S 0 e Enter the reimbursement (II any) paid by the organization during the year for political expenditure tax imposed

on orpsuretion managers 11- $ 0 . 2 His the wpvnutian sopped m my activities that have not previously been reported to the IRS?

11 'Yes: ettxh a deeded description of the activities 9 Has the organization made any changes, not previously reported to the IRS, in its governing instrumend,

articles of incorporation, or bylaws, or other similar instrumems7 If "Yes." attach a conformed copy of the changes t a Old the organization have unrelated business gross income of $1,000 a more during the yeas

b If 'Yes: has it filed a tax return on Form 9WT for this year? N/A 5 Was there a liquidation, termination, dissolution or substantial contrition during the year? N/A

If "Yes: attach the statement required by General Instruction T B Are the requirements of section 508(e) (relating to sections "911 through "9151 satisfied either

" By language in the governing instrument. or " By state legislation that effectively mends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? 7 Did the organization have n lain $5,000 m assets n my cams dump the Year? If "Yes ." complete Pmt II, eol (d . and Part XV 8 a Enter the states m which the foundation reports or with which it is registered (see gape 19 of the

inmueuons)t California b If the answer a "Yei to biro 7, has Cro orpamirrt3on fivmshed a copy of Fwm 990-PF to- ft-_ AttorrroY

General (w designate) of each sate a required by General Instruction GT N "No; attach explanation Bli 9 If the organization claiming status as a private operating foundation within the mowing of section "91YII113)

w 4912111(5) 1a calends yew 2001 w the taxable yes beginning m 2001 (see instructions la Pmt I(IV on gape 25)7 If "Yes.' complete Part %N 9

70 Did my persons become substantial contributors during the tax yes? H "Yep: mach a schedule listing their names and address _!0_ 17 Did the organization comply wpm me public inspection requirements to its annual returns and exemption epp6ceuon7 N/A 77

Web site address 00-

!lo File Form Qt0 it any item b checked In the -Yes' eolmmn, alas an exception applies. 7 a During the yew did the organization (either directly a mdireeWk

(1) Engage in the safe or exchange . or leasing of property, with a disqualified person? 12) Borrow maroy from. laid money to, or otherwise exterv! credit to for accept it from)

a disqualified persons (9) Furnish goods, services, or t¢dmsf to (or accept them from) a disqualified person? 141 Pay compensation to, or pay or reimburse the expenses of, a disqualified person? 19 Transfer any income or assets W a disqualified person (or nuke my of either salable

for the benefit w use of a disqualified persain)? 0 Yes [11 No (8) Agree m pay money or property to a povarmnent of f u Wi (Exception. Check -No-

if the orperurauon spread W mike a grant m or m employ the of fieul for a period alter termination of government service, if terminating within 90 deal ED Yes

E II any answer is "Yes' to 1810-116) . did any of the acri fail to qualify under the exceptions described m Regulations seeuon 53 ~9~11m-3 a in a current notice regarding disaster assurance (see pipe 79 of the vutruetioml7 Orpsurstiw reMnY o^ a current notice regarding disaster mbirxa chiscit here

e Did the organization engage m a prior yes In any e1 Me acts described m 1S other this excepted acts, that were rot corrected before th e first day at the to yew bsyrnmp m 20017 Taxes on failure to distribute income (section 4942) (does not apply for yens the organization was a private operating foundation defined in section !9.214(3) or " 912111(51F At the end of this to yew 2001, did the organization have any undistributed income (lines 6d and 6e . Pmt MID for tax yerW beginning before 20017

D Yes EE No

premi ums on a personal benefit contract? E] Yes W no b Did the organization, during the yew, pay premiums, directly or indirectly, on a personal benefit contract?

Form 890-PF 12001)

1fOPF6 01/26/03

5

5

0 Yes [91 No

0 Yes [11 No 0 1'u [j] No 0 Yes EX-1 no

If 'Yes; list the yeas --------------- ----- -

---------- b Are there my yeas lured m 7e for whieh the wpnixnion is not applying -the Orovisionf of section 4912WIy

(relating m incorrect valuation of assert) to the yes s undistributed income? Of applying season 19.2W171 to all years listed, answer "No" and attach statement - see peps 19 of the instructions ) N/A

e If the provisions of faction 4912W(2) se being applied W any of the years listed m 2e, list the yea? here

9 + Did the orpsuution hold -more thri a-2-%- direst or mdveet interest m wry business enterprise et wry time during the yew? ED Yes M No

b If 'Yes: did it have excess business holdings m 2001 m e result of 111 any purchase by the organization or disqualified persons after May 26, 1969 . (2) the lapse of the 5-yes period (v longer period approved by the Commissioner under section 49431c117U to dispose of holdings acquired by gift or bequest or (9) the lapse of the 10-, 15- . or 20-yes first phase holding period? else Schedule C, Form "720, m determine if the organization had excess business holdings in 2001)

I a Did the organization invest diving the yes any mount m a the miner thet would jeopardize its charitable purposes? 6 Did the organization make any investment in a prior yes but altar December 31, 1969) that could jeopardize its charitable

purpose that had not been removed from jeopardy before the first day of the tax yes beginning in 20017 5 8 During the yes did the organization pay or incur spy mount tcc

(7) Cart on propaganda, or otherwise attempt W influence legislation (section 4915(e)17 ~ Yes EU 110 (2) Influence the outwms o) my specific public election (sea section !955), or to carry on,

directly a indirectly, any voter registration drive? =1 Yes EE No (91 Provide s grant w an individual for travel, study, or other similar purposes? =1 Yes EE No IQ Provide a yet m en orpsuretion other than a charitable, etc , organization described

m section 509W111, l2l, w 131, or section 4940(d)(2)? Yes [11 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 Ell No 6 11 my sower if "Yes m 5a11)-151, did say of the transactions fail to qualify under the exceptions described in

Regulations section 53.1945 w m e current nodes regarding disaster assistance (see gape 20 of the instructions)? Organizations relying on a currem notice regarding disaster assistance check hers

e H the answer is "Yes" to question 5441, does the organization claim exemption from the to because it maintained expenditure responsibility for the prints ~ Yes 0 No If "Yes." attach the statement required by Regulations section 53 1915-51

11111 Did the organization, during the yes, retinue airy funds, directly or indirectly, to pay

than those included on We t - too page 21 of the lostractioul N none, onto "NONE.-

other allowances

9 Five highest-paid Independent contractors for professional services - (see page 21 of the Instructions) . If nom, enter "p011E."

Summary of Direct Charitable Activities

Expenses

2

7

t

Form 990-PF 120011

Information About and Contractors

I List all officers . directors . trustees.

W Hum and address

SEE SCHEDULE I

6 nAation 94-334175 Trustees, Foundation Managers, Highly Paid Employees,

~verape lei "anpensrtion 'a' cemieai ... m of not o.i4, ..t .~ I . ..~~.... e...~~~ o .... I (d Expeme aecmmt wxt ̂ _~ .. u. . . .d .e~. ....~~ . . other allowances

Mitt the foundenods four largest direct charitable activities during the tea yes Include relevant statistical information such as the of orpnirrtions and other beneficiaries served, conferences convened, research papers produced, ate

SEE SCHEDULE 5

Fern on-" atiol) dation 94-3341754 page 7 Tha Guardian ]\nael Foun

Summary of Program-Related Investments two pop ii of me irovuc nwell Amount imro :Umrtts made W Um foundation dicup W an yew on lines 1 od Describe the two largest p

1

2

All other program-related

Total Add lines 1 through 3

page

10.1 aeign foimdeUan,

Is 51,667, 7b 41,975, to 87,448, 1d 181,090,

2 7 8

4 716, 8

8 8,919, private operating foundations

7

mutt complete this Wt see papa 22 01 the imtrucumq.)

Fair maker value of assets not used (or hold fa use) directly In carrying out charitable, ate, purposes:

a Average monthly fir market slue of securities b Average of monthly each balances e Fair maker slue of all other assets (see pope 22 at the instructions) I Total (add line: 14 b, and e) a Reduction claimed for blockage or other factors reported on lines Is and

1e (attach detailed explanation) I 7s I Acquisition indebtedness applicable to line I assets Subtract line 2 from line Id Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see page 23 of the instructions) Bit value of noaeAaritable-ue assets Subtract line 4 from line 3 Enter hers rd an Part V, line 4 5

DIBtrIbUtYbl" Amount (see papa 23 0l the instructions) (Section "94710(3) aid mid certain foreign organizations c heck here " F]fl and do nor complete this PwL)

1 Minimum investment return from Part X. line 6 2 a Tax on investment income for 2001 from Pan VI, line 5 2a

6 Income tax for 2001 (This does not include the tax from Part VI 2b Add lines 2a and 2b Dntribwble amount before adjustments Subtract line 2e from line 1

a Recoveries 01 amounts treated a qualifying distributions b Income distributions from section 4917W(1) trusts ~41!b a Add lines Ate and 4b

5 Add lines 3 and 4c d Deduction from distribuhble amount (see page 23 of the instructions) 7 Dbtributabb amount as adjusted . Subtract line 6 from line 5 Enter hero and an Part XIII,

Qualifying Distributions (see gape 23 of me intvuetionsl

7 Amounts paid (including administrative expenses) to accomplish charitable . ate.. purposes

a Expenses, contributions, gifts, eu - tool from Pert I, eolionm (ill, line 26 1a

b Program-related investments - Total from Part IX-8 lb 2 Amounts paid to acquire assets used (or field for use) directly in carrying am charitable. ate..

purposes 2_

! Artwimts set aide for specific charitable projects thin satisfy the: a Suitability test (prior IRS approval required) 38

b Cash distribution tax (attach the required schedule) 3b

t Csalifylnq distributions Add hoes 1s through 3b Enter here and on Pmt V, hoe B and Pet %11I, line 5 Organizations that qualify under section 49401e1 for the reduced me of we on net imemnem

income Enter 7% of Part I, biro 77b (see gape 2" of the instructions) ~5d

Adjusted qualifying distributions. Subtract line 5 from line 4 Mots the smart online 6 vnll be used m Pat V, column (b). m subsequent yeas when calculating whether the to

qualifies for the section 191014 reduction of tax in these YCWL

IFOPF7 01125102 Form 990-PF U0011

7

2 7

94-334175 Page 88

Ibl Id ID Yaws poor to 2000 2000 2001

Form 990-PF (2001)

hours 01/26102

Fore 96-PF 00011 The guardian Angel Foundation LEM Undistributed Inoome (see pap 24 o} aye unmueuoml

CorWq

7 Oisvibutable mgt far 1001 from Pert %1, hoe 7

2 Undistributed income, if any, m of the end o1 2000:

a Enter amount to 2000 only b Told for poor year

Excess distributions carryover, if sq, M 2001 . From 1996

p From 1997 e From 1998 d From 1999 From 2000

f Total of lines 3a through e t Qualifying distributions for 2001from Pin

%II,line 4 . 5 205.593 . a Applied W 2000, but riot more than line 2a b Applied to undistributed income of poor years

(Election required - see page 24 of the instructions) e Treated n distributions out of corpus (Election

required - gee peps 24 of the instructions) d Applied to 2001 distributable mount a Remaining amount distributed out of corpus

6 Excess distributions carryover applied to 2001 (11 m mount appears m column (d). the same mourn must be shown m column W 1

0 Enter the not total of each column as Indicated below

a Corpus Add lines 31. !e, aid !e Subtract line 5 b Prior yeas undistributed income Subtract

line Ib from line 2b e Enter the mouert of poor years' undistributed

income for which a notice of deficiency Ms been issued, m on which the fsction 1942W tax lies been previously assessed

d Subtract line & from line Gb. Taxable annum - see page 25 of the instructions

a Undistributed income for 1000 Subtract line 4e from line 7a Taxable inwunn-see page 25 of the tagrictioms

1 Undistributed income for 2001 Subtract lines Ad mid 5 from line 1 This amount must be distributed m 2002

7 Amounts treated as distributions out o1 corpus to satisfy requirements imposed by section 170W(l)(E) w "9" YIp1(3) (see pope 25 of the instructions)

8 Excess distributions carryover from 1996 not applied on line 5 or line 7 free peps 25 of the instructions)

g Excess distributions carryover to 2002 Subtract lines 7 and B from line 6e

10 Analysis of line 9 a Excess from 7997 b Excess from 1998 e Excess from 1999 8 d Excess Iron 2000 10 .976 .

9 Page 9

he Instructions and Pen YII-I

Za Enter the lower of Me adjusted net inemro from Pmt I or the minimum imeiVnent return from Pert X for each yew listed

6 85% of line Zs e Qualifying distributions from Pmt xn. line 4 for each yew listed

d Anisette Isolated in Jim., 2c .0 :No directly for Mb, cw6c7 el amount activities

. (lualifying; distributions made directly for not" conduct of exempt activities Subtract biro 2e from line Ye Complete 34 b, a e for the alternative test retied apart

a -Assets- alternative test - enter 111 Value of dl meets 121 v.l.. m .u.b puowyl.p

older "crime li121/%7%BMp

b 'Endowment" alternative test - Enter 2/3 of minimum Investment return shown m Part X, line 6 for each yew tiered

e "Support" alternative test - enter (7) Tend support other it=

ross investment income Interest dividends, rants . Payments on securities loans (section 572W1511, or royalties) support from pawl pehlle u1 6 or reme exempt argamizatlams u prulpd h uabe NItQX3MlXIIO

133 LrtOmY moomet of support from so exempt

the organization had $5.000 or more in at any time during the year - see page 26 of

d My restrictions or limitations on ewsds, wed as by geographical areas, charitable fields. tends of institutions. or other

1 a If ft foundation has received a ruling a detain motion latter that it Is a private operating foundation. and the ruling is effective for 2001, enter the date of the ruling lo.

b Check box to indicate whether the varirruon is a Private oosnum foundation described in section [jO 494

I Information Regarding Foundation Managers : a List an mrupus of the foundation who have contributed more then t% of the total contributions received 6y the foundation

before the close of spy ax yes but only it they have contributed more then $5.000) (See :action 5071A(2) )

List my managers of the toundsuon who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership w littler entity) of which the foundation ties a 10% or greater imeretc

2 Information Regarding Contribution, Grant, Gift, Loan, Seholut6lp, ate., Programs : Cheek here " El if the organization only melees contributions m preselected charitable organizations and does trot accept unsolicited requests for funds If the vpenization mikes gifts, yarns, et c , (see page 26 0l the instructional u individuals w organizations order other conditions, complete gums 2a b, c. and d

a The none, address, and telephone number of the person to whom applications should be addressed

b The form m which applications mould be submitted and information and materials they should include:

e My submission deadlines

~ ,,o

Form 990-Pf: 12001)

IFOPII 01/t6/02 Ferm 990-PF izaeo

}1 Forn undation 9~-3341754 Page' Tha Guardian Anqel Bo

Analysis of Income-Producing Activities

Enter blots snamts union otherwise Indicated Ihrte4ted business Income Excluded by secvan 512, 513, or 514 Related or Business Awm Fxcldn to" trot (369 page 1 Program service revenue: code b . umc

a b e d

f

Y Fees and contracts from government sgenclas 2 Membership duet and assessments 9 Interest an savings and temporary cash Investments t Dividends and interest from securities S Net rental mean a Ooss) from real amts

a Debt-treed property b Not debt-treed property

d Net rental memo a (loss) from personal property 7 Other Investment income

his or (loss) Ire soles W stoats Wrt on Inenery 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue. a

b e d

72 Subtotal Add columns [b), (CO. and (e) 73 Total . Add line 12, columns ml, (d) . and (e) " 19 (See worksheet in line 13 instructions on papa 26 to verify calculations

Relationship of Activities to the Accomplishment of Exempt Purposes

Explain below how each activity far which income is reported in column (e) of Part XVI-A contributed importantly to Live No. ft accomplishment of the mpsnuuai f exempt purposes (other than by providing lands for such purposes) (see -

pope 27 of the instructions )

2 a Is the organization directly a indirectly all tdb[ed with, or related W, one w more tax -exempt orga n izations described m section 501(c) of the Code (other than section 5011e1131) w in section 5277

h If "Yes." complain the followino schedule

and w the best of rd P

e

t t

$1011

x r t

Paid Pedwer. Pro-. signature

UN Firie's uaro (or yens Only 11 sail-empleyed).

N4ots, W 21P code i

r.r.ow-rraoo9 The Guardian Angel Foundation 91-3341751 Information Regarding Transfers To and Transactions and Relationships With Non Exempt Organizations

1 Did the organization directly a indirectly s n- pp e in any of the lollwnrq with any other organization described in section 501W of the Cods father then section 501W(3) orpainiuuw) a in section 527, reLating to political organizations?

a Transfers from the reporting organization m a naxhritabla exempt organization oh (1) Cash (Y) QtAer assets

la Other Transactions: (7) Sides of assets u a noncAeriteble exerni n : organization (2) Purchases of assets from a nonWrobla exempt organization (3) Rental of facilities, equipment. or other ants (4) Reimbursement arrangements (5) Loses or low guarantees (8) Performance of serves or membership or fundrausing solicitations

e Shrug of facilities. equipment muhnp lists, a other resets. or pod employees d H the sewer to an of the above a "Yep; complete Cro following schedule. Lolimm (El should always show ft fair market

value of the goods, other assets, a services preen by the reporting organization. H the organization received last dun fair maker value in any transecnon w Owing arrangement show In column (d) the value of the goods, other asset, or services

Under penalties of perjury, l declare dun I hove examined this return, end belief, it is true, correct and complete Declaration of preprer 6 a" knewlsdpq__------>

I IONS 0 " IC Of

Yes EFLI No

13

27 Lined property Enter moon from line 28 21 ?2 Total . Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (p), and line 21

Enter here and on the appropriate fines of yea rawra Partnerships and 5 corporations- see imtr 22 3 , 435 . 2] For wen shown above end placed m service during the current yes, eMSr the parson

of this basis attributable to seniors 263A costs 1231 'or Paperwork Reduction Act Notice, to separate Instructions Form 4562 (2001) p.. s-:ouy

Form 4562 DePreclatlon and Amortlzatlon OMB No. 15.5-0172

w.. Much 10071 (Including Information on Listed Property) 2001 Department a w rn.my Idenel Raveue service (28) " Sao separate lestnetloes . " Attach to Vow tax return . ~°"~"° 87 NaneW shown on ream Identifying number The Guardian Angel Foundation 1 94-3341754

w+smess a ¢unq m wmcn mis form reserves

-22 Elect on To Expense Certai n Tangible Property (Section 179) (Note If you have my listed property, eomDlete Pmt V before You complete Pert I .)

t Maximum anoint See pope 2 of the instructions for s hiker limit for certain businesses 2 Total cost of section 179 property placed in service. See Instructions 9 threshold cost of section 179 property before reduction in limitation

Seduction m limitation. Subtract line 3 from line L II zero w less, enter -0- 5 Dollar limitation for tax year Subtract line 4 from line 1 p �n « i . gnu-o-

Ibl n

-*T!" u. w .rnd W. i.m.

W Dasenmion of wooarer Cost n, . ... ... . . .w (d

7 Listed property Enter the amount from line 29 ~ 7 8 Total elected cost o1 section 179 property Add amounts in column (el. lines 6 end 7 9 Tentative deduction Enter ft smaller of line 5 or line 8 70 Coryover of disallowed deduction from line 13 of your 2000 Form 4564 . 17 Business income limitation Enter the smaller of business income (not less then zero) a line 5 bee instructional 12 Season 179 expense deduction Add lines 9 and 10, but do not enter more than line 11

7" Special depreciation allowance for certain property (other than listed property) acquired after September 10, 2001 (see instructions)

75 Property subject m section 1681f1(1) election (see instructions)

not

17 MACRS deductions for assets placed m service in tax years beginning before 2001 77 S 6Z .

78 If you we electing order section 16861111 to group any insets placed m service during the tax year into one a mope general set accounts. cheek here

Section 0-Assets Placed In Service During 2001 Tax Year Using the General Depreciation System $$$ DBPR BCH 1 fill Month o14 C Bub ler depreciation ~ ~~ce~ Id Classification of property yes placed m�i��ii������ "1' (el Convention If) MeMod (9) Depreciation deduction m service _.. .. _ ... I . . . .... I __ .~ 7~rIN

e 7-Yes property d 10-yew property

. e 15-year property 1 4 6,499 1.5 NY BL 1 1,550 i :o-re. property I

h Residential rental 1 04/02 1 100000 .1 275rrs I MM I 5/L I 758 .

i Nonresidential! real I I I 39 MM

- Assets Placed to

12

14 2

I! Amortization of casts to beget balers yea 2001 tax yew I4 TotaL Add amounts m column (1) See page 9 of the instructions for where m report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . K 10622 04i25i02 Form 4562(2001)01@v 3-2011121

Listed Property. - (Include automobiles, certain other vehicles, cellular telephones, certain computers, and property used for rantarwinment recreation or amusemwrtJ Note : For wry vehicle to which you we using the taidrd mileage rats a deducting vehicle leas expense, complete only 24a.

Section A - Depreciation and Other Information (Caution: See instructions for limitations for passenger surtualobilirs.) 2N Yet No 24p H "Yea; is the evidence wr n? F-1 Yes F-1 No

~el sans 1 11111 (b) met w (d) proeieti 10 (9) (h) Type of Property (lift Gate placed

Irneatrnam ~p Lost a ~busmessp~t y~��y Method/ Depreciation Elected

section 179 vehicles fast) m service percentage other balu s ~ uie m~yr paled conventi or deduction

25 Special depreciation allowance for listed property, acquired otter Septembn 10, 2001, _ and used more than 50'K m a qualified business use (sea pope 7 of the instructions). 25

26 Property wed more 1M 50% in a qualified business use (see IntwcLOnsF

27 Property used 50% or less m a qualified business use (see InttrucUonsF

8/L- " "' ' 28 Add amounts m column QJ, hoes 25 through 27 Enter here and on line 21, page 1 2$ "" '~ - 29 Add mounts m column W, line 28 Enter sera and on line 7, e 1 28

Seetloe B . - Information on Use of Vehicles Complete this section for vehicles used by a sole proprietor, partner, or other "more than 5% owner", w related perms H you provided vehicles to your employees, first answer the questions in Section C to see if you meet en exception w completing this section for those vehicles.

90 Tote] business/investment miles driven during the VehWle 1 VehQ)le 2 Vehicle 3 Veh~~e 4 VaMele 5 Vehie'le 6

Yew (do not include commuting miles) 97 Total commuting mile? driven during the yea 32 Total other personal (noneommutmp) miles driven 99 Total miles doves during the yes Add

lines 30 through 32 Yet No Yes No 1'n No Yap No Yap No Yes No

34 Was the vehicle available for personal use thump o(1-duty bows?

35 Was the vehicle used primarily by a more than 5% owner or related person?

36 Is nether vehicle available for personal use?

Sashes C - aastlom for Employers Who Provide Vehicles for Use by Their Employees Answer these questions m determine if you meet en exception to completing Section 8 for vehicles used by employees who are not more then 5% owners or reload persons

37 Do you maintain a written policy statement that prohibits ell personal ass of vehicles, including commuting, by your employees?

38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, 6y your

employees? See instructions for vehicles used by corporate officers, directors. a 1% a more owners '9 Do you treat dl use of vehicles by employees o persons! use?

40 Do you provide more than five vehicles W your employees, obtain information from your employees about the use of the vehicles, and retain the information received?

"1 Do you meet the requirements concerning qualified automobile demonstration asst See the instructions Y.". 1 " .... . ..77 A" 1. iI1 ..~~ . v . ... . 1 -! O

Amwlization

(a) Dasenption of seen I pate mnonireuon I fill Amorurabls I (it) Code section A .erl}i.us. lil Amonirrtion for amount paled or this year begins

irtaaon o1 costs that begins during your 2001 tax year

2005 Federal Attachments WYNY as Y0" Y !M1 /Y"

FORK 990-PY PART VIII - OPFIC8R8, DIRECTORS, TRUSTEES, KEY ESP'B SCHEDULE I

CODiT&IBS TO EXPENSE ACCT COMPENSATION SENFT PLANS i OTH ALLOWS

0 0 0 --------------------------------------------------------------------------------

BORLI 990-PP PART I - ACCOUNTING FEES SCHEDULE 2

BOOR DIET INVSS REVENUE INCOME

705 . 705 .

705 . 705 .

ADJUSTED CHARITBL NET INCOME PURPOSES

705 . 705 .

705 . 705 .

ACCOUNTING FEES

Tax Preparation

TOTAL

FORM 990-PF PART I - OTHER PROFESSIONAL FEES SCHEDULE 3

BOOR NET IDi0S8 REVENUE INCOME

o .- o .-

0 . 0 .

ADJUSTED CHARITBL NET INCOME PURPOSES

o .- o .-

0 . 0 .

NAME AND ADDRESS TITLE HR8/WEBS

Joe Bitaen Trustee 6 8320 Highway 29 East Los 1SoliIIOS, CA 96055

CODITRI88 TO EXPENSE ACCT COMPENSATION SSDTBT PLANS i OTH ALLOWS

0 0 0 --------------------------------------------------------------------------------NAlIB AND ADDRESS TITLE HRS/WEBR

Bp,gnda Sit$en Trustee 30 8320 Highway 99 Bast Los liolinoH, CA 96055

OTHER PROFESSIONAL FEES

Website Design

TOTAL

2006 Federal Attachments w.w .. w.. . nn.. Ih8bu

FORK 990-PP PART I - TAKES SCHEDULE 4

ADJUSTED CHARITBL MST INCOME PURPOSES

35 . 35 .

35 . 35 .

BOOR NET INVSS REVENUE INCOME

35 . 35 .

35 . 35 .

TAXES

Franchise Ts Hd i 71t .Qea

TOTAL

FORK 990-Pp PART IX-71 - SUMMARY OF DIRECT CHARITABLE ACTIVITIES SCHEDULE 5

ACTIVITY

Drug Counseling !or addicts who are parents .

SCHEDULE 6

ADJUSTED CHARITBL NET INCOME PURPOSES

5435 . 535 . 4000 . 4000 . 621 . 621 .

10056 . 10056 .

unu osnuoi

ACTIVITY

Housing repairs for facilities housing the families of the drug addicted .

---------------------------

II FORIi 990-PF PART I - OTHER EXPENSES

BOOR NET IDiV88 DESCRIPTION REVENUE INCOME

Drug Counseling services 535 . 5435 . Promotional Costa 4000 . 4000 . Maintenance 621 . 641 .

TOTAL TO FORK 990PF PART Z, LINE 23 10056 . 10056 .

EXPENSES

535

EXPENSES

0

200~7 Federal Attachments n a... .. rmm IISMi

FORK 990-PY PART SO - GRANTS AND CONTRIBUTIONS PAID DURING YEAR SCHEDULE 7

AMOUNT

TOTAL GRANTS i CONTRIBUTIONS PAID DURING THE YEAR 194797 .

IN NET ASSETS OR FUND BALANCES SCHEDULE 8 FORK 990-PF PART III

AMOUNT

0 .-

0 .-

,mv n% . . . . ..

RECIPIENT MAKE : Joe i (jFgnda Bitaen STREET ADDRESS : 8320 Highway 99 Bast CITY, STATE, SIP CODE : L09 lioliIIO9, CA 96055

GRANTEE RELRTIONSHIPo 17 AN INDIVIDUAL

Trustee

PURPOSE OF GRANT OR CONTRIBUTION :

To provide stable income for the foundation . AMOUNT PAID 19797 .

OTHER DECREASES

Money spent but not depreciated

TOTAL OTHER DECREASES TO FORM 990-PB PART III LINE 5

Depreciation and Amortization Support 200f IIwW u Ww a nbn Ihnlllcalu ft!a

DBP& SCS 1 II

PRIOR DEDUCTION

231 462 200 400

0 265 0 1550 0 758 0 0

431 3435

11 BORN 4562 - DEPRECIATION ATTACHMENT

DESCRIPTION DATE COST ADTUST . NETS LIFE

Water Heaters 11/06/00 2309 0 BL 5 .0 Carpets Replaced 11/06/00 2000 0 8L 5 .0 Computer 08/28/01 2650 0 SL 5 .0 Roof 09/19/01 46499 0 0L 15 .0 Building 0/09/02 100000 0 8L 27 .5 Laced 04/09/02 9797 0 .0

TOTAL TO FORK 990 248255 0

94-331754

8-Cpber Schools Common Other Stool

50000 10000

The Guardian Angel Foundation

Assets not on the Depreciation Schedule