Fo" 990-PF Return of Private Foundation or Section 4947(a)(7) Nonexempt Charitable Trust

Treated as a Private Foundation Umenmwe d me Tmawy lme.w a~~s sec. Note The organization may be able to use a copy o! this iefum to satisfy state reporting

For calendar year 2002, or tax year beginning , 2002, and ending

2002

20

Initial return E] Final return 0 Amended return 0 Address change 0 Name change Employer Identification number

G Chfick all that apply

Use the IRS label.

Otherwise, print

or type . See Spec fc Instituctlons.

29 IQ PP 3e-22n103 200312 SOL AND ANNA NU3BAUM FAMILY FOUNDATION INC'IAlIK1 16041 BURTON 9T OAK PARK MI 48237.1642 P-22 P73

I R 3

Telephone number (see page 10 0l the inslructwnsl

cYNx) 9('9- If exemptionep0licati0nispending check here

1 Foreign organizations check here

2 Yoreign organizatiois meeting the &5% test check here end atlath computation ii El

E 11 private foundation slates was terminated under section 507(h),l)(A), check here

F II the foundation is nn a 60 month termination under section 507(b'(I)(B) check here

1 Fair market value of all assets at end J Accounting method R Cash LJ Accrual of year (from Part /l, col (c), 0 Other (specify) hnB 161 . $ (Part I, column (d) must be on cash basis )

Analysis of Revenue end Expenses (The tofu of fal Revenue and amounts in columns (b). (c)" and (C) may not necessarily equal expenses per the amounts m column (a) (see page 10 0! fire instructions)) books

Y

O

Oil

I J',-O C! L

27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements b Net Investment Income [if negative, enter -0-) c Adjusted net Income (of negative, enter -0-

For Paperwork Reduction Act Notice, see the Instructions Iq Form 990-PF (2002) Get No 11289%

()M8 No 1545 0052

H Check type of organization LJ Section 507(c)(3) exempt private foundation section 4947(a)(1) nonexempt charitable trust 0 Other taxable private foundation

(b) Net investment I to) Adlusle] net income Intom :

t Contributions, gifts, grants, etc , received (attach schedule) Check " D d the foundation is not required to attach Sch B

2 Distributions from split-interest trusts 3 Interest on savings and temporary cash investments

W 4 Dividends and interest from securities N Sa Gross rents

b (Net rental income or (loss) " y, q L Y ~5 6a Net gam or (loss) tom sale of assets not on tine 10

d b Gross sales pots for all assets on line 6a N4 !k4.C

Ua 7 Capital gain net income (from Part IV, line 2)

~_ 8 Net short-term capital gain ;s B Income modifications

10a Gross sales less returns and allowances ~A b Lee Cost of goods sold

c Gross profit or (loss) (attach schedule) 11 Other Income (attach schedule) ' ' 12 Total. Add lines 1 through 11

13 Compensation of officers, directors, trustees, etc 14 Other employee salaries and wages 15 Pension plans, employee benefits

g 18a Legal tees (attach schedule) u7 b Accountin ees attach schedule p c Other prof sionaF~"f"Oedule)~. ~ 17 Interest may, 18 Taxes (attac dute) (see page 13 of the ructions) ~ 19 Depreciate ~ a~h~d~e~~d ~letion

20 Occupant ~ . l Q 21 Travel, con eren~ti~gsr.

22 Printing an ub ~ 23 Other expenses (attach scherdul ;)

T 24 Total operating and administrative expenses. Add lines 13 through 23

a 25 ContnbWions, gifts, grants paid

I -f.-

0 t6. P0 - O Do

0.~1 vD .Nj bo 0o O,pJ

r o t v L vyo.5

(d) Disbursements for charitable proposes

(cash basis only)

2 Form B90-PF (2002)

Balance Sheets Attached schedules and amounts in the description column Beginning of ys should he for end-of-year amounts only See instructions I (a) Book Vales

1 Cash-non-interest-bearing 0 2 Sarongs and temporary cash investments 1 01

3 Accounts receivable " Less allowance for doubtful accounts

4 Pledges receivable " . . Less allowance for doubtful accounts " . . .

5 Grants receivable

End of year ' (b) Book Value ~c) Fair M~rkel Value uI-r.ii li Lr.lI1S.

15~ j I

I lG. I I'i °~ ~ J JI o ' > ~i onn!~

1~S .~J.,1 `r`1 II`L .~o?4~~ 3o9,ti~,3,1I 17 Accounts payable and accrued expenses 18 Grants payable

a 19 Deferred revenue - 20 loans from officers, directors, trustees, and other disqualified persons

21 Mortgages and other notes payable (attach schedule) - ~R IT~ ~ e P c J 22 Other liabilities describe " . S(~ . l

u.ss 23 Total liabilities (add lines 17 through 22 ~-{,HC'I 1-

Organizations that follow SFAS 117, check here l El IN IZZZI

end complete lines 24 through 26 and lines 30 and 31.

c 24 Unrestricted 25 Temporarily restricted

m 26 Permanently restricted c Organizations that do not follow SFAS 117, check here 11~ Ej

and complete Tines 27 through 31.

p 27 Capital stock, trust principal, or current funds V

28 Paid-In or capital surplus, or land, bldg , and equipment fund m 29 Retained earnings, accumulated income, endowment, or other funds

30 Total net assets or fund balances (see page 16 of the instructions) pt'

Z 31 Total liabilities and net assets/fund balances (see page 16 of the instructions <(S ~ 3 ~ 4( 41(/ y

Analysis of Changes In Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year-Part II, column (e), line 30 (must agree with end-of-year figure reported on prior year's return) 1 Kerb?

2 Enter amount from Part I, line 27a 2 C~

3 Other Increases not included In line 2 (itemize) 111 3

4 Add lines 1, 2, and 3 4 1 5 Decreases not included In line 2 (itemize) " 5 6 Total net assets or fund balances at end of year pine 4 minus line 5)-Part II, column (b), line 30 6 i l) , o

c

8 Recervables 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) r

Ill Less allowance for dou6iful accounts " . .

8 Inventones for sale or use 8 Prepaid expenses and deferred charges

10a Investments-U S and state government obligations (attach schedule) b Investments-corporate stock (attach schedule) c Investments-corporate bonds (attach schedule)

11 Investments-land, buildings, and equipment basis Less accumulated deprecation (attach schedule) " . . .

12 Investments-mortgage loans 13 Investments--other (attach schedule) 14 Land, buildings, and equipment basis t 3 0 0 . ov D of

Less accumulated depreciation (attach schedule) "j 4?'Ahf'_ 15 Other assets (describe " . . . . . . . . . 16 Total assets (to be completed by all filers-see page 16 of

the Instructions Also . see oaae 1 . item fl

Forth 990-PF (2002)

(a) Llst end describe the kind(s) 01 property sold (e g reel estate 2-story brick warehouse or common stock, 200 she MLC Cal

(c) Data acquired (me , day, yr )

(d) Dale sold (mo day yr)

(p) Cast or other basis plus expense of sale

(" Depreciation allowed (or allowable)

in column (h) and owned by the foundation on 12/31/69 (or assets Q) Game (C N (h) gain minus Col (k), but nit 1e55 Than -0-) or

Losses (from cal (h)) (I~ F M V as of 12/J1/69 I U) Adjusted bests I (k) Excess of cot p) as of 12/31/69 over cot 0) if any

1 1=nter the appropriate amount in each column for each year, see page 17 of the instructions before malting any entries

(d) D.stnbution ratio

of (b) divided by cot

I I.S v~-

I%S'1 ~S ~f3 '----

-i-

_70 G ~qj

� CrG 5O ~ ~ 0 1.J

30 9

~ il3 .' Add lines 5 and 6

rnrm 990-PF (znnp)

for Tax on

to) Gross sales puce

Page 3

(h) Ge n or (loss) (e) plus (Q minus (9)

2 Capital gain net income or (net capital loss) J If gain, also enter in Part 1, line 7 If (loss), enter -0- in Part I, line 7

3 Net short-term capital gain or (loss) as defined m sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see pages 12 and 17 of the instructions)

(For optional use by domestic prorate foundations subject to the section 4940(a) tax on net investment income )

I( section 4940(d)(2) applies, leave this part blank

Was the organization liable for the section 4942 tax on the distnbutable amount of any year in the base peiiodl El Yes 0 No If "Yes," the organization does not qualify under section 4940(e) Do not complete this part

roi Adjusted qualifying distributions Net value of noncharitable use assets

3

1998 I yI.'1I7 I 34'1 .76

2 Total of line 1, column (d) 3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by the number o1 years the foundation has been in existence d less than 5 years

4 Enter the net value of nonchantable-use assets for 2002 from Part X, line 5

5 Multiply line 4 by line 3

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

0 Enter qualifying distributions from Part XII, line 4 I n

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI instructions on page 17

4 Form 990 PF

or on - i

to Exempt operating foundations described in section 4940(d)(2), check here " 0 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 here " (hand 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 17, cot (b) / 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 3 Add lines 1 and 2 4 Subtitle A income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 5 Tax based on investment Income . Subtract line 4 from line 3 If zero or less, enter -0- 5 log

6 Credits/Payments a 2002 estimated tax payments and 2001 overpayment credited to 2002 6a to '~- y 6

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 I t 14 Ln

8 Enter any penalty for underpayment o1 estimated tax Check here C1 if Form 2220 is attached 9 Tax due It the total 01 lines 5 and 8 is more than line 7, enter amount owed

10 Overpayment. If line 7 is more than the total of lines 5 and 8 . enter the amount overpaid " 10 I 71 Enter the amount of line 1n to ha Credited to 2003 estimated tar " 1, I !~ '5

1 J1 a Refundad " 11

to During the lax 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 O b Did it spend more than $100 during the year (either directly or Indirectly) for political purposes (see page J

18 of the instructions for definition)? 'b

11 the answer is "Yes" to la or ib, attach a detailed description of the activities end copies of any materials published or distributed by the organization in connection with the activities

c Did the organization file Form 1120-POL for this year? 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 " $ / a Enter the reimbursement (if any) paid by the organization during tha 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?

11 "Yes," attach a detailed description 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 al the changes 3 4a Did the organization have unrelated business gross Income of $1,000 or more during the year? 4a r

b If 'Yes," has it filed a tax return on Form 990-T for this year? 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year?

II "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 i

" 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 s

7 Did the organization have at least $5,000 in assets at any lime during the year? II'Yes,'complete Part 11, cot (c), and Part XV 7

8a Enter the states to which the foundation reports or with which it is registered (see page 19 01 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 G7 11 "No," attach explanation 8

9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3) or 49420(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions for Part XIV on ~~ page 25)7 11 "Yes," complete Part XIV

10 Didanypersonsbecomesubstantialcontnbutorsdunngthetaxyearlli"Yes,"attachaschedulehsLnglheirnamesandaddresses 111 Old the organization comply with the public inspection requirements for its annual returns and exemption application?

Web site address 12 The books are m care of " TOS,~QN 1JVS~AJ~y~ . Telephone no " ~ q ̀k ~ ~ 4~.~07,~

Located at " . . . o AK PANY t, _ M J ZIP+4 " '{(C"',.7 . 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 7041-Check here

and enter the amount of tax-exempt interest received or accrued during the year DO- 1 13 ~ r"�� qQf1 PF nn~~-,

Page 5 Fpm 980-F F

83 Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? El Yes ~~ No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 11 you answered "Yes" to 6b, also file Form 8870

Fwm 990-PF (2002)

File~ Form 4720 If any item is checked in the "Yes" column, unless an exception applies. i yes No

1a Dwmg the year did the organization (either directly or indirectly) (1) Engage in the sale or exchange, or leasing of property with a disqualified person? 0 Yes D ho (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? 0 Yes 10 No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? El Yes d ho (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? 0 Yes [Z No (5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? 0 Yes d No

(6) Agree to pay money or property to a government official? (Exception . Check "No" If the organization agreed to make a grant to or to employ the official for a period after termination of government service, d terminating within 90 days ) 0 vas [0 No

b If ,any answer is "Yes" to 1 a(1)-(6), did any of the acts fail to quality under the exceptions described in Regulahow. section 53 49410-3 or in a current notice regarding disaster assistance (see page 19 0l the instructions)? Organizations relying on a current notice regarding disaster assistance check here " 0

e Did the organization engage in a prior year in any of the acts described m 1a, other than excepted act:, that were not corrected before the first day of the tax year beginning in 20027

2 Tuxes on failure to distribute income (section 4942) (does not apply (or years the organization was a private operating foundation defined in section 4942Q)(3) or 49420(5))

a Pt the end o1 tax year 2002, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax years) beginning before 2002 0 Yes El No I1 "Yes," list the years " 20 . , 20 . , 19 . , 19 .

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (elating to incorrect valuation o1 assets) to the year's undistributed income? (Ii applying section 4942(a)(2) to ell years listed, answer "NO" and attach statement-see page 19 of the instructions )

c II the provisions o1 section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here Ii~ 20 . , 20 . , 19 . . , 19

3a )id the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? 0 Yes D No

b It "Yes," did it have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons attar May 26, 1969, (21 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 penod7 (Use Schedule C, Form 4720, to determ ne 14 if the organization had excess business holdings in 2002 ) 3b

4a Did the organization invest during the year any amount in a manner that would jeopardize its chantable purposos? 4a r

b Did the organization make any investment in a prior year (but attar December 31, 1969) that could jeopardize as chantabte WNX EVER I, purpose that had not been removed from jeopardy before the first day of the tax year beginning in 20027 4b

Se 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))? D Yes [0 No (2) Influence the outcome of any specific public election (sea section 4955), or to carry

on, directly or Indirectly, any voter registration dnve7 El Yes D No (3) Provide a grant to an individual for travel, study, or other similar purposes? D Yes d No (4) Provide a grant to an organization other than a chantable, etc , organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? C] Yes 9 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? El Yes [0 No If any answer is "Yes" to Sa(1}{5), did any of the transactions fail to quality under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the inslruciuins)4 Organizations retying on a current notice regarding disaster assistance check here " 0 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? El Yes M No If 'Yes," attach the statement required by Regulations section 53 4945-5(d)

otal number of other employees paid over $50,000 "T-3 Five highest-paid Independent contractors for professional services see page 20 of the Instructions. I( none, enter

°NOHE."

EUTRI M, Summary of Direct Charitable Activities

List the laundellon's dour largest direct charitable activities during the tax year include relevant statistical Information such as the number Expenses of organizations end other beneficiaries served . conferences wnveneE, research papaya produced, etc

1

2

3

4

Form 990-PF (2002)

Form 990-PF (2pp2) Page s

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees and Contractors

1 List all officers, directors trustees, foundation managers and their compensation (see page 20 of the instructions (b) Title, end average (t) Compensation (d) Contributions to (a) Expense account, (e) Name end address hours per week (N not paid, enter employee benefit plans other allowances devoted to position -0-) and deferred compensation

I/ N ~ -fo ~t: . MY, Pe, Ir N IV j A P ~o A K " * - F-A' ?"r " 3>OV J_j2V_(-7Cj1f

Y"

2 Compensation of five highest-paid employees (other then those Included on line 1-see page 20 of the Instructions). If none, enter "NONE "

fib) Title end average (dl ~ntnbutlons to (e) Name end address of each employee paid more than $50 000 hours per week (q Compensation employee Deneft (e) Expense account

devoted to position pans end deferred other allowances compensation

7 Form 990-111'

Desuihx the two largest program-related investments made by the foundation dunng the tax year on li nes 1 end 2 Amount

1

Z- ---

All othe program-related investments See papa 21 of the instructions

3

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

Total. Add lines 1 through 3 Minimum investment Return (All domestic foundations must complete this part Fore gn foundations, see page 21 of the instructions )

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc, purposes

e Average monthly fair market value of secunties 1a !53 (e4-b

b Average of monthly cash balances 1b to, o I-7

c Fan market value of all other assets (see page 22 of the instructions) ic 3°oc'~ o d Total (add lines 1a, b, and c) ~ td 5b3

e Reduction claimed for blockage or other (actors reported on lines 1a and / 1c (attach detailed explanation)

2 Acquisition indebtedness applicable to line 1 assets 3 Subtract line 2 from line 1d 3'>!.~ L bsr

4 :ash deemed held for chantable activities Enter 11/2% of line 3 (for greater amount, see page 22 4 J,1 of the instructions)

5 Net value o1 noncharrtable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 .3 T0 8 ,Minimum Investment return . Enter 5% of line 5 6

Distributable Amount (see page 23 of the instructions) (Section 4942Q)(3) and Q)(5) private operating foundations and certain foreign organizations check here " El and do not complete this part )

1 Minimum investment return from Part X, line 6 1 I -1 9 1 O

2a Tax on Investment income for 2002 from Part VI, line 5 Za 3o i i b Income tax for 2002 (this does not include the tax from Part VI ) 2b / 3Oct c Add lines 2a and 2b 3 Distnbutable amount before adjustments Subtract line 2c from line 1 3 17 (,

4a Recovenes of amounts treated as qualifying distnbutions 4a

b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 4b 5 Add lines 3 and 4c 5 17 , 6 e 1

8 Deduction from distnbutable amount (see page 23 of the instructions) 7 Dlatributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1 ; 1 1, 6 0 l

Qualifying Distributions (see page 23 of the instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, conlnbulions, gifts, etc-total from Part I, column (d), line 26 ja o -Y 1 0

b Program-related Investments-Total from Pan IX-8 1b - 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,

purposes 3 Amounts set aside for specific charitable projects that satisfy the P" %/ e Suitability test (prior IRS approval required) h Cash distribution test (attach the required schedule) 4 Qualifying distributions . Add lines 1a through 3b Enter here and on Part V, line B, and Part XIII, line 4 4 10 v I V

5 Organizations that quality under section 4940(e) for the reduced rate of tax on net investment ~~r` Income Enter 1% of Part I, line 27b (see page 24 of the instructions)

8 Adjusted qualifying distributions. Subtract line 5 from line 4 6 I G b ̀ 0 1

Note:The amount on line 6 will be used m Part V, column (b), in subsequent years when calculating whether the foundation qualities for the section 4940(e) reduction of lax in those years

F~nm 990-PF nnn2)

8

7 Amounts treated as distributions out of corpus to satisfy requirements Imposed by section 170(b)(1)(E) or 4942(8)(3) (see page 24 of the Instructions)

8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (see page 25 ~ D of the Instructions)

8 Excess distributions carryover to 2003 . ~ Subtract fines 7 and 8 from fine 6a T'

10 Analysis of line 9 e Excess from 1998 b Excess from 1999 c Excess from 2000 d Excess from 2001 ~ 01 e Excess from 2002

Fog 890-PF (20021

Form 990-PF (2002)

Undistributed Income (see page 24 of the instructions)

(b) M Or) 1 Dlstrlbutable amount for 2002 from Part XI,

comas Yews prior co sooi zoos 2002

line 7 2 Undistributed income, d arty, as of the end 012001 a Enter amount for 2001 only b Total for prior years 20-,19-,19-

3 Excess distributions carryover, if any, to 2002 // a From 1997 3d b From 1998 ~ S c From 1999 d From 2000 e From 2001 1 Total of lines 3a through e

4 Qualifying distributions for 2002 from Part XII, line 4 " $ 1 01,

a Applied l0 2001, but not more than line 2a b Applied to undistributed income of prior years

(Election required-see page 24 of the instructions) c Treated as distributions out of corpus (Election

required-see page 24 of the Instructions) d Applied to 2002 disTnbuta6le amount e Remaining amount distributed out of corpus

5 Excess distributions carryover applied to 2002 (I/ en amount appears m column (d), the same amount must be shown m column (a) J

8 Enter the net total of each column as indicated below:

a Corpus Add lines 31, 4c, and 4e Subtract line 5 ~' b Prior years' undistributed Income Subtract

line 4b from line 2b ,

c Enter the amount of prior years' undistributed income for which a notice of deficiency has been Issued, or on which the section 4942(x) tax has been previously assessed

d Subtract line 6c from line 6b Taxable amount-see page 24 of the instructions

e Undistributed income for 2001 Subtract line 4a from line 2a Taxable amount-sea page 24 of the Instructions

f Undistributed income for 2002 Subtract lines 4d and 5 from line 1 This amount must be distributed In 2003

9

(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)

(2) Support from general public and 5 or more exempt organizations as provided in section 4942U1(3)(B)(m)

(3) Largest amount of support from an exempt organization

(4) Gross investment income

e The name, address, and telephone number of the person to whom applications should be addressed

?osEPU- IV V`-j~F/n~ ( fo`FI ,&vIi X. dVlrL P~~~~ PIN

Form aau-Pi (zooz)

Form -)90 PF

1a It the foundation has received a ruling or determination letter that it is a private operating --foundation, and the ruling is effective for 2002, enter the date of the ruling " I

b Check box to indicate whether the organization is a private operating foundation described in section [I 49,t26)(3) or 2a Enter the lesser of the adjusted net Tax ear Prior 3

Income from Part I or the minimum investment return from Part X for each

lad 2002 (bl zooi Icy 2[

year listed b BS% of line 2a c Oualdyinp distributions from Part X11,

line 4 for each year listed c Amounts included m line 2c not used directly

tar active conduct of exempt aclivilies

E . Ouahtymg distributions made directly far active conduct of exempt activities Subtract line 2d from line 2c

3 Complete 3a, b, or c for the alternative test relied upon

~3 "Assets" alternative test-enter (1) Value of all assets (2) Value of assets qualifying

under section 49426)(3)(B)() b `Endowment" alternative test- Enter 2h

of minimum investment return shown in Part X, line 6 for each year listed

e "Support" alternative test-enter

M Supplementary Information (Complete this part only if the organization had $6,000 or more in assets at any time during the year-see page 25 0( the instructions.)

7 InformaUon Regarding Foundation Managers: a list any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation

before the close of any tax year (but only ii they have coninbuted more than $5,000) (See section 507(d)(2) )

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

NoAJ~ 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc , Programs:

Check here " E( if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds Ii the organization makes gifts, grants, etc (see page 25 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

b The form in which applications should be submitted and information and materials they should include

LE-yFe - pe-y ,4NI7_ A-riONrIL STrUCyV1'E A Nil PJR~~'Sf OG ~td c Any submission deadlines

NoNU, d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other

factors R< L i61 o%Js iNsYi-rv -r, o A) s

10 Fortn 990 PF (2002)

Total

b Approved for future payment

~ JA

Form 990-PF (zooz)

Recipient

Name and address (home or

a Paid during the year

5C k) "- ft~~f~~~kv

1B Year Of fOVBO iOf F

f recipient is en individual, Foundation show emu relallonsMp io status of any fouldetion manager rsciplent or su65tentlal contdbulor

NVNli~

Purpose of grant or conmbuuon Amount

4 ( 6" 919 1 -

Related or exempt function income (See page 26 of the instructions)

0 fi

12 Subtotal Add columns (b), (d), and (e) 13 total. Add line 12, columns (b), (d), and (e) (See worksheet m line 13 instructions on page 26 i calculations

r,m Qq0-pr r^nnm

Form 99(1-PF

Enter gross amounts unless otherwise indicated

1 Prcgram service revenue a b c d e f g Fees and contracts from government agencies

2 M,ambership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 5 Neat rental income or (loss) from real estate

e Debt-financed property b Not debt-financed property

8 Nat 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 Cross profit or (loss) from sales of inventory 11 Other revenue e

b c

Unrelated bAmess income Excluded by section 512 513, or 314

(a) (b) (c) (d) Business code Amount Exclusion code Amount

13

Line No . I Plain below how each activity for which income is reported m column (e) of Part XVI-A contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds fog such purposes) (See page 26 of the instructions ) '

Fog 980-PF (4002) Page 1'2

Information Regarding Transfers To and Transactions and Relationships With Noncliarita6le

Did the organization directly or indirectly engage in any of the following with any other organization described in section Yes No 501(c) of the Code bother than section 501(c)(3) organizations) or in section 527 relating to political organizations? Transfers from the reporting organization to a noncharitable exempt organization of /

1a 1) V (1) Cash ta(2) v (2) Other assets

Other Transactions (1) Sales of assets to a nonchantable exempt organization (2) Purchases of assets from a noncharitable exempt organization (3) Rental of facilities, equipment, or other assets 7b 3) (4) Reimbursement arrangements 1b(4)

(5) Loans or loan guarantees 1b 5) L~ `i (6) Performance of services or membership or fundraising solicitations I b(6)

Shanng of facilities, equipment, matting lists, other assets, or paid employees Ic V If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the goods, other assets . or services given by the reporting organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received

29 Is the organization directly or indirectly affiliated with, or elated to, one or more tax-exempt organizations described In section 501(c) of the Code (other than section 501(c)(3)) or In section 5277 0 Yes (!~No

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04115/03 Custom Summary Report January through December 2002

e,~TR ieu~f~ oNS

Jan - Dec 02

-CARPETS �AA:- 37a0.49=- - DDECOFJNICHIOAEL SMiIHBARNEY -4t5=t -9damon-SrnNhBarney *8044 Standard-Federal . .ABEV AOUDAS ISRAEL OP ILLINOIS -200 00 AOUDAS MAASEICHESED -5000 AMERICAN FRIENDS OF CHINUCH JERUSALEM -1800 AMERICAN FRIENDS OF LVUSH MALCHUS -150 OD AMERICAN FRIENDS OF NETNOT HORAAH -25000 AMERICAN FRIENDS OF TORAH BYISROEL -75000 AMOD -50 00 BATS CHUNA 38 00 BAIS HAMEDRASH OF BALTIMORE -50000 BATS MEDRASX TORAS CHESED -10000 BINYAN YERUSHLAIM FUND -10000 BNEI AVROHOM -1800 CHASDEI SHABBOS -10000 CHEDVAT HATORAH -1800 -GFFY-9FtW6NM h3,~B CONO . BAIS AHARON VYISROEL -70000 CONO BETH TEFILOH EMANUEI TIKVAH -1 .20000 CONO.BINYAN TNI -5000 CONO KHAL AHAVAS YISROEL -50000 CONO KHAL CHASIDIM -10000 CONO KHAL DROR SHMUEL -2500 CONO NACHLAS MOSHE -200 00 CONO RIIMAT SHLOMO -10000 CONO.SHOMER ISRAEL -15000 CONO.YAGDIL TORAH -11800 CONO.ZICHRON TZVI -1000D DERECH HATORAH -7200 DIASPORA YESHIVA -10000 EIROVN BARUCH UMAHPEH -35000 EZER MRZION -10000 EZER YOLDOT -15000 FOREST PARK BUILDING CAMPAIGN -25000 JEVYISH EDUCATION FUND -300 00 KARLIN SNLIN BNAI BRAK 500 00 KEREN HATORAFI -10000 KEREN YESOMEI ASHER ANSHEL -5000 KEREN YESOMIM -200 00 KIRYAS 6HOMREI EMUNIM -70000 KOLLEISNAAREIHALACHA -2500 LEV AVRAHAM FOUNDATION -1000 LEV YISROEL -7200 LEMON B'RINA -1800 MACHZEKEKAI HADAS -1800 ME9MA TIFERES ISRAEL OF RIZHIN -15001) OHR NOSSON -30000 P.E F . .5000 RAYMOND I Mlrnunr~ wevuc rni~urv rocqc~~R SANHEDRIA -10000 SOCF KEREN YESOMIM -3600 SHEVES ACf11M .1800 SLABODKA YESHIVA -60000 TJl OF BAYWATER -3600 TALMUDIC INSTITUTE OF ROCHESTER -1500D THE CHOFETZ CHAIM HERITAGE FOUNDATION -10000 THE COMMUNITY LEGACY FOUNDATION -20000 THE INSTITUTE FOR JUDAIC PUBLICATIONS -20000 TIFERES ACHIM -10000 TORAH OHR SEMINARY -275 00

-iU BiNEA9HRY- -1 .9; k8;.' VATS -10000 YESHIVA ATERES -50000 YESHIVA EMEK HATALMUD -1,000 OD

Page 1

v

04116103

Jan - Dec 02

YESHIVA GEDOLAH -27,10000 YESHIVA GEOOLAH OF WATERBURY -200 DD YESHIVA NESNOS CHAIM .1800 YESHIVA OF OCEAN -1800 YESHIVA OHR HATALMUD -10000 YESHIVA OHR YOSEF .3600 YESHIVA ORCHOS CHAIM -5w 00 YESHIVA PEERHATORAH -10000 YESHIVA SHAAREI TORAH -50 00 YESHIVA SHALOM RAY YESHIVA TORAS CHESED -1800 YESHIVA YAD AHARON -18000 ZICHRON AVOT YESOMIM FUND ZICHRON YEHUDAH FUND -15000 1807 WASHTENAW 000 ACHIEZER .1800 AOUDATH ISRAEL OF AMERICA -1 .00000 AMERICAN FRIENDS OF K T Y A ZS 00 AMERICAN FRIENDS OF MAROINITA DAVROHOM -35000 AMERICAN FRIENDS OF MOSDOS OHAVEI TORAH -325 00 AMERICAN FRIENDS OF YESHIVA TORAS CHAIM -7200 AMERICAN ISRAELI TORAH CENTER -1,0D000 BAI9 CHANA -86 00 BATS MEDRASH LTORAH -50000 BAIS YAAKOV NAYOSMON -1800 BAYIT LEPLETOT -5000 BETH ABBA TRUST -50000 BETH MEDRASH OOVOHA -6,00000 BETH MEDRASH OOVOHA STUDENT AID FUND -400 00 BETH MEDRASH OF MONSEY -15000 CHEVRA LOMDEI TORAH -25000 CHILDREN AID FUND .10000 CONO BNA1 YAAKOV -25000 CONO SFAT TAMIM -55000 CONO. TZEDAKA V'CHESSED -1 CONO.BNAI JACOB KOLLEL -4,20000 CONO.BNA1 JACOB KOLLEL CHARITY FUND .12500 CONO BNAI Y/IAKOV -50000 CONO MESMA OHEI TORAH .57500 EDUCATIONAL OPPORTUNITY FUND .20000 ETZ CHAIM FOR JEWISH STUDIES -50000 EZRAS ISRAEL -2s 00 EZRAT CHOUM ORGANIZATIONS -7200 F.R.E E . -15000 GATEWAYS -10000 HASC -3600 ICHUD HAYESHNOS 40000 ICHUD YEHUDEI ZHITOMIR .11800 IMMIGRANTS AID FOUNDATION .15000

T INSTITUTE OF RESEARCH FOR BIBLICAL TALMU -3600 ISRAEL SETTLEMENT FUND .1800 1(AD RNKAH -1800 NEREN EVEN HA60CHEN .10000 KOLLEL ZICHRON YOSEF .3600 LEV L'ACHIM .18000 LEV MALKA ORGANIZATION -1 MAAN HATORAH -12500 MATAN B'SETER -1,354 00 MESNTA BETH SHRAOA -200 00 MESNTADRABBIYOCHANAN - MESNTA OF GREATER LOS ANGELES -SDD 00 ME9NTA OF LONG BEACH -7 MESNTA TORAH VODAATH -50000 MOSUOS AMNON CNASIDA 40000 M0.SDOS CXASIDEI SQUARE -11800 N.C.S.Y. -50000

f '' 9L V! Page 2 1

/r r

Tzdaka Custom Summary Report January through December 2002

04115103

ran - Dec oz

NACHLAS BNEI SHIMON -15000 NACHLAS NAFTALI -30 000 NACHLAT EFRAIM -7500 NER ISRAEL KOLLEL -55000 NER ISRAEL RABBINICAL COLLEGE 5,000 00 NOAM SHABBOS -10000 ONEL MALKA INSTITUTIONS -3600 OHEL MIRIAM -7200 OHEL YITZCHOK -1800 OHR NISSAN TALMUD CENTER -10000 OHR SOMAYACH -18000 OORAH KIRW RECHOKIM -1,20000 OPERATION OPEN CURTAIN 40000 PTACH 50000 SH'OR YOSIIW J8 OD SHEMAYASCHOOL -5000 SHWU -10000 SOCIETY OF HIGHER RABBINICAL STUDIES -5000 BTitTeAN- -19GO T E P. -3.58700 TALAL -17000 TALMUDICAL YESHIVA OF PHIIA -50000 7ELSHE RABBINICAL COLLEGE 500 00 TIFERES AVROHOM -1B 00 TIFEREB MORDECHAI 3HLOM0 -13600 YOMCHEITORAH X5000 TORAH INSTITUTE OF BALTIMORE -200 00 TSHEBINER YESHIVA KOHAV MIVAACOV OF JERU .12500 TZEDAKA V'CHESSED -5000 TZIDKATH YOSEF .1 5000 TZIDKATH YOSEF NAPHTALI -1800 UNITED INSTITUTIONS OF KARLIN STOLIN -50 00 UNITED TALMUDfCl1L ACADEMY 5000 VOID O OD YAD CHAYA -200 00- YAD L'ACHIM -25000 YAD SIMCHA -20000 YAD YISROEL -700 OD YESHIVA BAIS AHARON -5000 ./ YESHIVA BETH ABRAHAM ~10000 YESHIVA BETH MOSHE -500 00 YESHIVA BETH YEHUDAH -5,50000 YESHIVA DARCHEI TORAH -70000 YESHIVA OEDOLAH OF PASSAIC -50000 YESHIVA OEDOIAH OF PERTH AMBOY -50000 YESHIVA OEOOIAH OF S MONSEY -500 00 YESHIVA HEICHAL HATORAH -45000 YESHIVA KESER DOVID A0000 YESHIVA MEOR HATORAH -5000 YESHIVA OF STATEN ISLAND -150 00 YESHIVA OF TELSHE ALUMNI -50000 YESHIVA OHR ELCHONON .30000 YESHIVA TOLDOS YRZCHOK .10000 YESHIVA TORAS CHAIM -10000 YESHNAT MAALE AMOS -3600 ZICHRON FOUNDATION -25000 ZICHRON YAAKOV .20700 No name -3601

'~ B ~ ~ 8~ " 0 1 TOTAL bB-0Mft

Paqe 3

Tzdaka Custom Summary Report January through December 2102

n . r nwirl%AT C'~A/fTTLi R Ai?N7+'V IJKLJV1V1V11 ULT11 L La iit uu ~u s Page 4 on e a member ofcitiqroup"~ Select Client Statement

ODOOO �~ � ,s 2002 Year End Summary ff R,f SOL NUSBAl1M 8 ,R'NrJff /J U S I~ V M i~ro ~ L-`( ~"~.74-r7

g Accoun! Number 210-04026-12 210 Tar tD number 3&2277f03 d

O

OEM This sectron shows your sales of secunhes during the year. The "Sale Proceeds" column excludes any accrued income you may have received in addrffon, although cash 7n lieu less then 520+s not included on Form 1099-8 {+t applicable), +t is included 7n this section Please note, this material is being prepared for rnfomre6ara! purposes only and should not be used for fax preparation wlthovf the assistance of your lax advisor.

0 Reference OoeNnA Cbsln9 Sale number QuenUty 9ecu~lty Description Trade Dana Trade OaFS Proceeds Cost (Lass) Gave

m 12500010D 5C0 CONAGHACAPfTAL LC SER B ADJ O6f77085 09110102 4 11,689 71 . 11,392 10 178791 e RT RFD LlC BOOK ENTRY

STRIP YIELD - 6816 Y .°r 565768 DUE O6fl012043

126000100 D19 SMITH BARNEY GOVERNMENT X7118143 09I1WU2 79 .18 1.396982 SECURITIES FUND LL B 06117i95 13,6G8.15 1]A00.00 656.15

17SOU0300 465819 SMITH BARNEY GOVERNMENT 11L < Unavailable 0917002 4,54907 S''T ' S71'qY3 A 761030 SECURITIES FUND CLA 02119fe7 Z625.32 2.52786 17531 z70,25, 021,91e3 ae97 11 zees e, 42701 R

12500011100 39.777 SMITH BARNEY FUNDAMENTAL VALUE Unavailable 09110102 417D9 4i1 - L195-73 FUND CL A

11 OD 782M6 SMITH BARNEY PREMIUM TOTAL t]!10l9B 09!10,'02 9,18144 15,OOUOD 16,81&581 E 388 RETURN FUND Cl B 11r1Q!?6 4l.2Q 7039 Ir 191 12 12Id 1167 140 as 25605 (1125.17)

N 73128 OB729NB 164,17 29862 I144401 849 o9r25i9e 7854 139 88 48134) 48722 1TfAN98 503 74 1,010 BB 1456931

e' &4T7 0&76199 7674 13895 1111 182748 1V17199 2,765A8 3,23B46 11j091A01

m b0.8&7 OBRBND 804M 9TdE3 1379701 92A41 71179jOD 1481.17 1.469 67 1378501 u

a 72.178 ON-Ml 75979 362.71 1829B1 ow~u, 7otu

1 4se~,w t ~., a?4 r9 4 5, c: =190 $03378 M

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Clot num b ~ Date Description number Amrnm 1 numbx Date De~ptron mangy Annul �, 71000D1~ 07AQA2 INTIONCHECK PAID FOR ACCOUNT f 197.GB 770CI0020D OQlD1l02 IN7iDIV CHECK PAID FOR ACCOUNT " 178.25 "100.'!0 OQNU02 WTlONCJ1ECK PAID FOP ACCOUNT 17815 71DOOOaOD OWD1101 INTlDIV CHECK PAID FOR ACCOUNT 17991

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AFFIDAVIT OF PUBLICATION . - , Independent Newspapers, Inc.

CORPORATE OFFICES 100 Mocomb Doily Drive, P O. Box 707, Mt Ciemens. MI 48046

(810) 469-4510

STATE OF MICHIGAN, COUNTY OF MACOMB

The undaNgned, Carol Lotto being first duly worn ihotshe Is the prlncipcd clerk of Indepgndenr Newspapers published m tie English language (of the disserninotion of local or transmitted news aid Intelligence of a general chorocier, which are day quodlled newspapers, and that annexed hereto is p copy of a oedatn order notice publicWon of advertisement of

~" .~-i .NUSBAUM JOSEPFI Pubhshad In the following edolonis)

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ikdvertisement Intormphon Account Ad# : 1,053,943 PO# Pilce~ 51816 Amen Run 1 size, B 00 fines Word Count 1 Classification 1,870 legal Notices Description ANNUAL REPORT Anna Nusbaum

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swan to and subscribed before me this 5/1212003

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Notary Public . Store of Michigan

Acting In Macomb, Oakbnd & St Clot Counties

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hhitay Public it, '+'1aLomb C.0 "'rrv Ml My Oanmi%um EApio' 5-2U-A0*