-pf return of private foundation...

• 99O-PF Return of Private FoundationForm or Section 4947(a)(1) Nonexempt Charitable TrustDepartment of the Treasury Treated as a Private FoundationInternal Revenue Service Note : The foundation may be able to use a copy of this return to satisfy state ten

OMB No 1545-0052

2007For calendar year 2007 , or tax year beg inning , 2007 , and ending

G Check all that app ly : Initial return Final return Amended return Address change Name change

co0

cV

0

LLB

0M

Name of foundation A Employer Identification number

Use the IRSlabel. WOOD FOUNDATION 31-1217729

Otherwise, Number and street (or P.O. box number if mail is not delivered to stteet address ) Room/suite BTelephone number ( seepage 10 of the hatrudlons)

I

printor type.

P.O. BOX 575, 35 NORTH HIGH STREET 614-833-1108See SpecificCity or town, state , and ZIP code C If exemption application is Ills.Instructions

U. pend ing, check here . . r . , . .

D 1. Fore i gn organizations, check here ,

ills,

CANAL WINCHESTER , OH 43110 2. Foreign organizations meeting thetest, check here and attachH Check type of org anization : X Section 501 c 3 exempt privaterivate foundation c

(onomp

utation

Section 4947 ( a )( 1 ) nonexem pt chartable trust Other taxable rivate foundationE If private foundation status was terminated

Fair market value of all assets at end J Accounting method : X Cash Accrual under section 507(b )( 1)(A) 0chec h, k ere .

of year (from Part U, col. (c), line q Other ( specify ) _ _ _ _ _ _ _ _ _ _ _ _ F If the foundation Is in a 60-month termination16)01, $ 3,212,128 (Part/, column (d) must be on cash basis ) under section 507 ( b)(1)(B), check here .

FUMM Analysis of Revenue and Expenses (The (d) Disbursementstotal of amounts in columns (b), (c), and (d)

( a ) Revenue and (b) Net investment (c) Adjusted net for charitablemay not necessanly equal the amounts in expenses per

booksincome income purposes

column (a) (see page 11 of the instructions)) ( cash basis only)1 Contnbutlons rtts g rants , etc, received attaATK ul 7 67, 023 ^_t:,'' I ^`f^,`` 7+°• '`.` ^'^ ' '

'!

,;Y•`''' `:fii'^;

if foundation isnotre4 wired toif

4` :^.1,. .;n 4. '•:2 Check IN- attach Sch B, . t:.

3 Interest on savin g s and tem porary cash 5;Z*îie rWs 16 16

4 Dividends and interest from securitifft4T 3 67,422 67,422

5 a Gross rents , , , , , , . S i . .ut^*7t A. ,,:': :_

b Net rental income orposs)

+c<:

4'_i'^G•r=1'.^1'-tw.m^,4 Lre -'.S-^.'.,b:?a1':k^^ - ^:t^.

^_- ^.r: .-.4 •).'^f-'J? a hi+'. ' _Y.` L'_

- ^+1,L ^... Yf].7^ ,n}. :.--^-'-`^•.t- r yt`3 '^rnsi,^,Fa,r;-[.»t^-•^â,* c^^•

-7.•,r}'1

^• kj -,•;Y.''„êt:^.^sr't;i, ^=•'_

as 6a Net gam or ( loss) from sale of assets not on line 10 13 8 , 703 4-__ _

b Gross sales for allprice 605 144P tJh•.` l

, ,kr- y.,

^ "

),, F.„•, ,.• • e r.

A'

ti f'i ,

'it^ - 'rassets online".iJ.. . :5^. ,. ^. t1 ..s 1_i, r r :•L: s ,:h=:`t. ^S .,• _a. 1 .•+^: i ^^ ;- {

>4) 7 Capital gain net income (from Part IV, line 2) , wt_^:fiY____t 138,703 } M' '• '"r'^:'' ,' L'

8 Net short -term capital gain . , r , , , , . tom qr,.:y rs tv,+ ^

9 Income modifications . . . . . . . .10a Gross sales less returns '; ^' "`

' :` " fci;;,

1.Est F^f,`• e „ F

3'-date` ^^., .'N°

k a S nand allowances .; ZZr sy ti ?^ ma , ,

^b Less Cost of goods soldd 1.'^-={•`* a ^^, ^S u. - ;L'rY 't'om" r; '"tiSi}•_.^^. .i '^'-1'- s:i ^s ''_ ."t,'t't`". ee^r•^' "..F=,

c Gros

pr"f

^: a'+ :r= ^;:' _:, r,,. •: =

11 Othe incoiEMT 9,159 9,159

12 Total Ad lines I au 282,323 215,300

13 Com p on o `^ di st of

nd14 Othe

J

Iolari8s s ci

15 Pens on employee benefitslans.

16a Lega fees0019IE"p,ULCL

b Acco2I 2,200 2,200

c Other professional fees (attach sc + ^t) 15,875 15,875

17 Interest . . . . . . . . . . . . . . . . . .

Lh 18 Taxes (attach schedule) ( see page 14 of êT, t^'icbo^s) 1,200 1,200

E 19 Depreciation ( attach schedule ) and depletion . (F^fN.;•''"^`

20 Occupancy . . . . . . . . . . . . . . . . .

c 21 Travel , conferences , and meetings , , , , , ,ccc 22 - Printing and publications . . . . . . . . ,

c 23 Other expenses (attach schedule)ST1T ,8, 487 487e'cc 24 Total operating and administrative expenses.

c. Add lines 13 through 23 . . . . . . . . 19,762 19,762

D ; ' '25 Contributions , gifts, grants paid , , , , , , 142 , 000 fi er „ 142 , 000

26 Total expenses and disbursements . Add lines 24 and 25 161, 762 19,762 142,000

27 Subtract line 26 from line 12 :

'

,rr

s Za Excess of revenue over expenses and disbursements 120,561 ° 4 ' u { ' x:

b Net Investment Income ( if negative , enter -0-) y •i( r, 195 , 53 8

c Adj usted net Income ( if negative , enter -0 - . c . .,, ,,.:•r•

For Privacy Act and Paperwork Reduction Act Notice , see page 30 of the Instructions.JSA7E14103000

Form 990 -PF (2007)

^N,^19Y

Form 99 0-PF(2007) Pane 2Attached schedules and amounts i n the

nd-of- eart l h ld b fBalance Sheets descriBeginning of year End of year

yp ion co umn s ou e or eamounts only (See instructions ) ( a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-interest-bearing , , , , , , , , , , , , , , , , , 278,298 62,035 62,035

2 Savings and temporary cash investments , , , , . , . , , ,

3 Accounts receivable 01, - - - - - - - - - - - - - - - - - - - - ^^!^,:

:i. LIX?:. ^„motLess 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 16 of the Instructions)

7 Other notes and loans receivable (attach schedule) ► _ _ _ _ _r T -5 '^ i ••

'.^`y _ y ,may ` ° _', C ^^^_. (/ ::. ,T • r,,l t1t'

its u^ ^x u^.?,Y î-at.S y:y.` nY. hi' ^^y

F, ;:. °•t^,« S; • r, f'

Less- allowance for doubtful accounts ► _ _ _ _ _ _ _ _ _ _

a 8 Inventories for sale or use

9 Prepaid expenses and deferred charges . . . . , , , . ,

a 10 a Investments - U S and state government obligations (attach schedule)

b Investments - corporate stock (attach schedule) . . , , . , , 2,149,568 2,486,392 3,150,093

c Investments - corporate bonds (attach schedule). . , , . , ,11 Investments - land b u i l d i ng s . ►

and equ ipment basis ------------------,k ` T *a'

^+;, ^ , r Q ,; rf^ ^,.^

tom IL .YET -_,t ia vsLess accumulated depreciation ►(attach schedule) -------------------

12 Investments - mortgage loans , , , , , , , , , , , , , , , ,

13 Investments - other (attach schedule) , , , , , , , , , , , , ,14 Land buildings , and ►

equipment basis --- ---------------

s- '-"- :rL° "riJ3'..

.s r't ;L, ..,,. ^• _i^; ic4 t - w^.Et°'Ê'^

,`'.',:: y` F ` î' d ',_' ;i_,p.r, an"^.is-•

Less accumulated depreciation ►------(attach schedule) --------------

-------- )15 Other asgets (describe ► ------------

16 Total assets (to be completed by all filers - see the

instructions. Also, see page 1, item l), 2,427,866 2,548,427 3,212,128

17 Accounts payable and accrued expenses , ,'18 Grants payable ? Lr;.;<î

w 19 Deferred revenue _,ra' fd . . . . . . . . . . . . . . . . . . . .

20 Loans from officers, directors , trustees , and other disqual ified persons

^"J"`;5'•`K,`.,`?,T•_`.;et '',:ê7s'.'

A 21 Mortgages and other notes payable (attach schedule) , , , ,

22 Other liabilities (describe ► _ _____)

23 Total liabilities ( add lines 17 through 22)

.Foundations that follow SFAS 117, check here ►and complete lines 24 through 26 and lines 30 and 31.

•%e r4) 24 Unrestricted . . . . . . . . . . . . . . . . . . . . . . . . . _ -. ,,,

25 Temporarily restricted

m

, , , , , , , , , , , , , , , , , , , ,

26 Permanently restricted , , , , , , , , , , , , , , , , , , ,

Foundations that do not follow SFAS 117, ^,:^•^-_,.^ _ ^:a-y"',•-:,,.,

i check here and complete lines 27 through 31 . ►0 27 Capital stock, trust principal, or current funds 93 0 , 967 93 0 , 967, , , , , , , , ,

28 Paid -i n or capital surplus , or land , bldg , and equ ipment fund * •5* y-.. '. - 4 _ ,4 :'^, , ,

29 Reta i ned earnings , accumulated income , endowment , or other funds 1,496,899 1,617,460Q

30 Total net assets or fund balances (see page 17 of thef:1; y-^ r^•^y<<-}^k^•!,"'^: -naziA

;:' :^ ^rs•, `

z Instructions), , , , , , , , , , , , , , , 2,427,866 2,548,427

. _1 L

14+r^-

31 Total liabilities and net assets/fund balances (see page 17

oftheinstructions) . 2,427,866 2,548,427 `r':

WNM Analysis of Changes in Net Assets or Fund Balances

I 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 pnor year's return) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 2,427,866

2 Enter amount from Part I, line 27a 2 120, 561

3 Other increases not included in line 2 (itemize) ► 3-------------------------------------

4 Add lines 1 , 2, and 3 4 2,548,427

5 Decreases not included in line 2 (itemize) ► 56 Total net assets or fund balances at end of year (lin(; 4 minus line 5) - Part II, column (b), line 30 ..

_. 6 2,548,427

JSA7E1420 2 000

Form 990-PF (2007)

Form 990-PF (2007 )

Capital Gains and Losses for Tax on Investment Income(a) List and describe the kind(s ) of property sold (e . g., real estate,2-story brick warehouse ; or common stock , 200 shs MLC Co.)

acquow

P^^esa

D-Donation

(c) Dateacquired

( mo., day, r.)d) Date sold

^mo., day, yr.)

IaSEE PART IV SCHEDULE

b

c

de

(e) Gross sales price ( f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

( h) Gain or (loss)(e) plus ( f) minus (g)

a

b

cd

e

Com p lete onl y for assets showing g ain in column ( h ) and owned by the foundation on 12/31 /69 (q Gains (Col (h) gain minus

(1) F M.V. as of 12 /31/69 U) Adjusted basisas of 12 /31/69

( k) Excess of col. (I)over col U), if any

col . ( k), but not less than -0-) orLosses (from col (h))

ab

cd

e

2 Capital gain net income or (net capital loss) .. . . ir If gain , also enter in Part I, line 7t If (loss ), enter -0- in Part I, line 7 } 2 13 8 , 703

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. 3

Qualification Under Section 4940 (e) for Reduced Tax on Net Investment Income(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

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

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period ? Yes NoIf "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each vear see pane 18 of the instructions before making any entnes(a)

Base period yearsCalendar year ( or tax year beginning In)

(b)Adjusted qualifying distributions

(c)Net value of nonchantable-use assets

(d)Distribution ratio

( col. (b) divided by col (c))

2006 130,000 2,893,478 0.0449

2005 120,000 2,668,445 0.0450

2004 110,000 2,470,717 0.0445

2003 113,683 2,190,027 0.0519

2002 140,737 2,320,964 0.0606

2 Total of line 1 , column (d) . 2 0.2469

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or bythe number of years the foundation has been in existence if less than 5 years .. , , , .. .. 3 0.0494

4 Enter the net value of noncharitable -use assets for 2007 from Part X, line 5 4 3,093,267

5 Multiply line 4 by line 3 . .. .. . . . .. . . . .. . . . . , _ 5 152, 807

6 Enter 1% of net investment income (1% of Part I, line 27b) . . . . . .. . .. . . .. .. 6 1, 955

7 Addlines5and6 . . .. .. . . . .... . ... . . . . .. . .. . . . . . . . . . 7 154,762

8 Enter qualifying distributions from Part XII, line 4 .. . . . ... . . . . . . . . . . . 8 142,000If line 8 is equal to or greater than line 7, check the box in Pa rt V I, line 1 b , and complete that part using a 1% tax rate See the Part VI instructions on page 18.

1430 2 000 Form 990-PF (2007)

990-PF 4Excise Tax Based on Investment Income ( Section 4940 (a), 4940( b), 4940 (e), or 4948 - see page 18 of the instructions)

la 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 foundations that meet the section 4940(e) requirements in Part V. check 1 3 , 911

here ► q and enter 1 % of Part I line 27b -i, , , , , , , , , , , , , , , , , , , , , , , , , ,

C All other domestic foundations enter 2% of line 27b . Exempt foreign organizations enter 4% of Part I , line 12 , cal (b) ^-,^,..,.^•-;^,,;,•,_„-. ^,^ ,•.t,,;'-°^ ,

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 3, 911

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 3 , 911

6 Credits/Payments: -: +4

a 2007 estimated tax payments and 2006 overpayment credited to 2007 , 6a 2,366 ,;,' :rt' 2 :,;

r'.;?. j,a ^, ,,. • _ -

b Exempt foreign organizations- tax withheld at source , , , , , , , , , , , , , 6b ;•' :^,,' ;'= _ `;^r,._'

c Tax paid with a pp lication for extension of time to file (Form 8868 ) Sc

d Backup withholding erroneously withheld . . . . . . . . . . . . . . . . . 6d

7 Total credits and payments . Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . . . . . . . 7 2 , 3 66

8 Enter any penalty for underpayment of estimated tax Check here q 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 1,545

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 2008 estimated tax ► Refunded jo, 11

Statements Regarding Activities

1 a During the tax year , did the foundation attempt to influence any national , state, or local legislation or did it Yes No

. . . . . . .. . . . .. . . . . . . . .participate or intervene in any political campaign? la X. . . . . . . . . . . . . . . .

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 )? 1 b X. . . . . . .

If the answer is 'Yes' to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities

c Did the foundation file Form 1120 -POL for this year? 1 c X, , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

d Enter the amount ( if any) of tax on political expenditures ( section 4955 ) imposed during the year _-'..

(1) On the foundation . ( 2) On foundation managers ► $ .- J `.

e Enter the reimbursement ( if any) paid by the organization during the year for political expenditure tax imposed on ." -

ifoundation managers . ► $ -w.4 = ' _•-

2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X, , , , , , , , , , , , , ,

If 'Yes,' attach a detailed description of the activities .

3 Has the foundation made any changes , not previously reported to the IRS , in its governing instrument , articles of

or bylaws , or other similar instruments ? If "Yes, 'attach a conformed copy of the changesincorporation 3 X. . . . . . . . . . ,,

000 or more during the year?4a Did the foundation have unrelated business gross income of $1 4a X. . . . . . . . . . . . . . . .,

" has it filed a tax return on Form 990-T for this year?b If "Yes 4 b. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . .,

or substantial contraction during the year?dissolution5 Was there a liquidation termination 5 X, , , , , , , , , , , , , , , , ,,, ,

-tf "Yes, ' attach the statement required by General Instruction T. ; ;yam

6 Are the requirements of section 508 ( e) (relating to sections 4941 through 4945 ) satisfied either : h

By language in the governing instrument , or ^k:-./ ,•_• . ,• ;^^-;

• By state legislation that effectively amends the governing instrument so that no mandatory directions that `4`^ ^._.

. . . . . .. . . .. . . . . . . . . . . . . . .conflict with the state law remain In the governing instrument? 6 X. . . . .

000 in assets at any time during the year? If 'Yes,' complete Part fl, col. (c), and PartXV.7 Did the foundation have at least $ 5 7 X,

8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions ) ► -OHIO--------------------------------------------------------------b If the answer is "Yes" to line 7 , has the foundation furnished a copy of Form 990-PF to the Attorney General .

(or designate) of each state as required by General Instruction G? If 'No, ' attach explanation . . . . . . . . . . . . . . . . . 8 b X

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942 (j)(3)

or 4942 (1)(5) for calendar year 2007 or the taxable year beginning in 2007 (see instructions for Part XIV)? If L;,,

' complete PartXIV'Yes . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . .. . . 9 X, . . . . . .

10 Did any persons become substantial contributors during the tax year? If "Yes ," attach a schedule listing their

names and addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 X

Form 990-PF (2007)

JSA

7E1440 2 000

Form 990-PF 5JjMM]OM Statements Regarding Activities (continued)

11 a At any time during the year , did the foundation , directly or indirectly , own a controlled entity within the

meaning of section 512 (b)(13)? If "Yes," attach schedule . ( see page 20 of the instructions ) . . . . . . . .. . . . . . . . . . 11 a X

b If "Yes ," did the foundation have a binding written contract in effect on August 17, 2006 , covering the interest,

rents , royalties , and annuities described in the attachment for line 1 la? . . . . . . . . . . . . . . . . . . . . . . . . . .. 11 b

12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract? . . . . . . . . . . . . . . . . . 12 X

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X

Website address ►----N/A

-------------------------------------------------------------------------14 The books are in care of ► ROBERT S WOOD

- - - - - - - - - - - - - -------- Telephone no. ► _ ( 614) 8 3 3 _110 8 -----------------

Located at -------------------- - -- Z1P+4 ► 43110---_ ___

15 Section 4947( a)(1) nonexempt charitable trusts filing Form 990- F in lieu of Form 1041 - Check here . . . . . . . . . . • • • • •and enter the amount of tax-exempt interest received or accrued dunng the year . ► 115

WITMET-Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. Yes No,rL.- FJtii^.l

1a During the year did the foundation ( either directly or indirectly ):

(1) Engage in the sale or exchange , or leasing of property with a disqualified person? • • • • • • • • q Yes q No

(2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from ) a r.;%'u> ^ ;r^ ,. •,. • ._

disqualified person? . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . Yes X No^f :,c;•,^:z^4 _ ,^,

(3) Furnish goods , services , or facilities to (or accept them from) a disqualified person? • . . • . . . Yes No

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . . . . Yes X No ri '-, ry , ,..

(5) Transfer any income or assets to a disqualified person ( or make any of either available for f'•.•, ';r•^; ;-'r,;

the benefit or use of a disqualified person)? . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes q No

(6) Agree to pay money or property to a government official? ( Exception . Check "No" if5=.= S r`,;' x;ithe foundation agreed to make a grant to or to employ the official for a period after

termination of government service , if terminating within 90 days ) . . . . . . . . . . . . . . . . Yes No

b If any answer is "Yes" to l a ( l)-(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53 . 4941 (d )- 3 or in a current notice regarding disaster assistance (see page 22 of the instructions)? • • • • • 1 b

Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . ► q *

c Did the foundation engage in a prior year in any of the acts described in 1 a, other than excepted acts , that

were not corrected before the first day of the tax year beginning in 2007? . . . . . . . . . . . . . . . . . . . . . . . . . . 1 c X

2 Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private ; , . `; _ x;•,

operating foundation defined in section 4942 (j)(3) or 4942 (1)(5)): •,rv#_' . ,

a At the end of tax year 2007 , did the foundation have any undistributed income (lines 6d and -=-

6e, Part XIII ) for tax year(s) beginning before 20077 . . . . . . . . . . . . . . . . . . . . . . . . . El Yes No

If "Yes," list the years _ _ _ _► ---------- '--------- '- ------ '- ----

b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942 (a)(2)

(relating to incorrect valuation of assets) to the year' s undistributed income? ( If applying section 4942 (a)(2)

to all years listed, answer "No" and attach statement - see page 22 of the instructions .) . . . . . . . . . . . . . . . . . . . • 2 b X

rovisions of section 4942OOa 2 are being applied to any of the years listed in 2a, list the years here . ls; ; : • '-"' ';c If the provisions► r3'

3a Did the foundation hold more than a 2% direct or indirect interest in any business .-;

enterprise at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes No

b If "Yes ," did it have excess business holdings in 2007 as a result of ( 1) any purchase by the foundation or

disqualified persons after May 26 , 1969 ; ( 2) the lapse of the 5-year period (or longer period approved by the

Commissioner under section 4943 ( c)(7)) to dispose of holdings acquired by gift or bequest ; or (3) the lapse

of the 10-, 15-, or 20 -year first phase holding period? (Use Schedule C, Form 4720, to determine if the

foundation had excess business holdings in 2007.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 b

4a Did the foundation invest during the year any amount In a manner that would jeopardize its charitable purposes? . . . • • . • 4a X

. -^''i =b Did the foundation make any investment in a prior year ( but after December 31, 1969 ) that could jeopardize its charitablepurpose that had not been removed from jeopardy before the first day of the tax year beginning in 20077. . • • • . • • • • 4 b X

Form 990-PF (2007)

JSA7E1450 2 000

Form 990-PF(2007)

Statements Reg arding Activities for Which Form 4720 May Be Req uired (continued)

6 a During the year did the foundation pay or Incur any amount to: 4 ^^ f tC z; "L cs;

(1) Carry on propaganda , or otherwise attempt to influence legislation ( section 4945(e))? Yes q No iK

(2) Influence the outcome of any specific public election (see section 4955); or to carry on,

directly or Indirectly , any voter registration drive? Yes X No

Xj J-

(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)? (see page 22 of the instructions) , , , , , , Yes FTI No ' ipc 4 4

I( 'a^'

I='•'.s':' ^': i •(5) Provide for any purpose other than religious , charitable , scientific , literary , or t iE=rx

ffit•^ ^•k 3;

^ei, , „fit;

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 ^;r ` T,T^`+ l: :'"^•'Regulations section 53 .4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)? . . . 5b

Organizations relying on a current notice regarding disaster assistance check here , , , , , , , , , ► q '', ' ' 'x', , , , ,

c If the answer is "Yes" to q uestion 5a (4 ) , does the foundation claim exem ption from the tax

because it maintained expenditure responsibility for the grant? , , , , , , , , , , , , , , , , , , , q Yes El No

If 'Yes,' attach the statement required by Regulations section 53 4945-5(d)

6a Did the foundation, during the year, receive any funds , directly or indirectly, to pay premiums

on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . q Yes a No

b Did the foundation , during the year , pay premiums, directly or indirectly, on a personal benefit contract? 6b X, , , , , ,

If you answered "Yes" to 6b, also file Form 88707a }{At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction? Yes No

,f ;• ,•

b If yes , did the foundation receive an y proceeds or have an y net income attributable to the transaction? . 7bji^j Information About Officers , Directors , Trustees , Foundation Managers, Highly Paid Employees,

and Contractors1 List all officers . directors- trustees - foundation manaaers and their comnensatinn (sea nane 23 of the instrur_tinnsl_

(a) Name and address(b) Title, and average

hours per weekdevoted to osition

(I t not paid , enterOnot-0- 11

(d) Contributions toemployee benefit plans

and deferred aom ensabon

(a) Expense account,other allowances

SEE STATEMENT 9------------------------------------

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

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

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

2 Compensation of five hiahest-raid emulovees (other than those included on line I - see oaae 23 of the instructions) . If none.enter "NONE."

(a) Name and address of each employee paid more than $50,000(b) Title, and average

hoursdevoted

perer weekposition

(c) Compensation(d) Contributions toemployee benefitplans and deferredcom p ensation

(a) Expense account,other allowances

NONE-------------------------------------

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

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

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

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

Total number of other employees paid over $50,000 ,

Form 990-PF (2007)

JSA7E1460 2 000

Form 990-PF (2007)

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

3 Five hig hest-paid inde pendent contractors for p rofessional services (see pag e 23 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

NONE

----------- ------------ --- --------- ----- ----------- ------Total number of others receiving over $50,000 for professional services . . ►

•Summary of Direct Charitable Activities

List the foundation ' s four largest direct chartable activities during the tax year. Include relevant statistical information such as the numberof organizations and other beneficiaries served , conferences convened , research papers produced, etc Expenses

I NONE---------------------------------------------------------------------------

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

2---------------------------------------------------------------------------

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

3 ---------------------------------------------------------------------------

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

4

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

I9Ti1II Summary of Proaram -Related Investments (see oaae 24 of the instructions)Describe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2. Amount

I NONE---------------------------------------------------------------------------

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

2---------------------------------------------------------------------------

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

All other program - related investments See page 24 of the instructions.

3NONE---------------------------------------------------------------------------

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

Total. Add lines 1 throu g h 3 . . ►Form 990-PF (2007)

JSA

7E1465 2 000

Form 990-PF (2007)

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see page 24 of the instructions.)

I 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 . . . . . . . . . . . . . . . . . . . . . . .. . ... . . . Ia 2 , 970 , 207

b Average of monthly cash balances lb 170, 166c Fair market value of all other assets (see page 25 of the instructions)

d Total (add lines 1 a, b, and c)________________________

3 , 14 0 , 3 73

e Reduction claimed for blockage or other factors reported on lines la and

1c (attach detailed explanation) le

.

2 Acquisition indebtedness applicable to line 1 assets ........... .3

.... . ...........Subtract line 2 from line 1d ...............................

.

3,140,373

4 Cash deemed held for charitable activities. Enter 1 1 /2 % of line 3 (for greater amount, see page 25of the instructions) .... ............ ......... . ........ 47, 106

5 Net value of noncharitable -use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 3 , 093 , 267

6 Minimum investment return . Enter 5% of line 5 154 , 663

Distributable Amount (see page 25 of the instructions) (Section 49420)(3) and (j)(5) private operatingfoundations and certain foreign organizations check here ► n and do not complete this part.)

I Minimum investment return from Part X, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . I 154 , 663

2a Tax on investment income for 2007 from Part VI, line 5 2a 3 , 911 a^

..b Income tax for 2007. (This does not include the tax from Part VI.) 2b y7 '`.

c Add lines 2a and 2b ..................... ... 2c 3,911.................... .3 Distributable amount before adjustments . Subtract line 2c from line 1 , , , , , , , , , , , , ,, , , , , 3 150, 752

4 Recoveries of amounts treated as qualifying distributions .. . .... . . . . . . . . . .. . . . . . . . 4

5 Add lines 3 and 4 ......... .. . . .... 5 150,752. . .. ..................6 Deduction from distributable amount ( see page 25 of the instructions) . , 6

7 Distributable amount as adjusted . Subtract line 6 from line 5. Enter here and on Part XIII,

line 1 7 150,752

Qualifying Distributions (see page 26 of the instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: l

a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 . .... . . .. . . . 1 a 142 , 000

b Program-related investments - total from Part IX-B . ....... .. ..... I b

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes . .. . . ... . .... . . . .. . . .. . . . 23 Amounts set aside for specific charitable projects that satisfy the:

a Suitability test (prior IRS approval required ) , , ,,, , ,,,, , , , , , , , , , , , , , , , ,, 3a

b Cash distribution test (attach the required schedule) , , , , , , , , , , , , , , , , , , , , , , 3b

4 Qualifying distributions . Add lines 1 a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 , , , 4 142 , 0 00

5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income.

Enter 1 % of Part I, line 27b (see page 26 of the instructions) .. . . .. . . .. . . .. .. . .. . . . . 5

6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 142,000

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

Form 990-PF (2007)

JSA

7E1470 2 000

Form 990 -PF (2007)

MUM Undistributed Income (see page 26 of the instructions)

(a) (b) (c) (d)1 Distributable amount for 2007 from Part XI , Corpus Years prior to 2006 2006 2007

l •i' 150 752ine 7••••••••••.••

2 Undistributed income , if any , as of the end of 2006

a Enter amount for 2006 only , , , , , , • , 140 , 246

b Total for prior years • __- ONE

I !3 Excess distributions carryover , if an to 2007 i'` '='• --''}^'"'`'Y ~ k "r` ' " " `"

a From 2002 NONE

b From 2003 NONE,.".

'

NONEc From 2004, '"''` t 'r 2 ^ ` " ` ! ''d From 2005 NONE ..•y o '.C :;;5,{^RS f {4 ,e ^ + _ ^S ' ;z : *ti"h ^_';,:' i s ,

, t, " , '`?., F4

c;yh?^,=,r__; 'x;^.;:r =, .

rv_t; yT4h',y 7 • ,5

e From 2006 NONE• . • • • •

^f ,` 1.:^r^

y

^t ` `" $ - 1\\ `L ^' ^ '

^^,i Rf ' Y 4 r1^}^^ ^

{, ,^S .r.{.^ f., +,4 yâM1 •„1 ',1 ^ (

f Total of lines 3a through e , , , , , , , , , ,FA

-'

`

J

4 Qualifying distributions for 2007 from Part X11 ,^.}1. i ... V- ..

^ Fr. •;' , r_.

'• ., 4'r it ,.. .-.'

•^.-4 ;*. ,.~ •z'" 'At«4'r 1^?mot e' •°'^cF_

, YLL : •.,°=„' ^ •,.. - -_,,; .1,-1','.:

f.r ..'. '' .. 1a14 2 0 0 0

r ,^^rri î^* , ',;, s

'< 5 'Jr;'

,,, ,r.,'•, -fed°, ,. ',;'+ ft'., ;.S .. .„fi

., Lr' S ^ ',line 4 00- $ . . ^! .

n •' .l, ,.c,•.}^. _

ar L'^ '-; •' r . ' ,

^ rd ':^,.:^.^fti.r .,.. u... `.Si^..d_

., _ t^^:..,, r.

ms "` ' ' _

a Applied to 2006 , but not more than line 2a_ ^ _,

140, 246N :

s . .`. t;^

v

r}n• ',^ y ?_^•k ^` -},,. -T

c ` ^'^^'Ef"

f f,. `'F. y'k ^:^,1^^'_1rr , ^., ;^

. i'^^Yr

r. , r - ^^• . _•': j1'` i_.'i

b Applied to undistributed income of prior years ( Election

{

Y i^, 4",

required - see page 27 of the instructions )•

', -^ ^ 1; ? ° ,; ^^ ^,i "'- ^..._ _:r .• ^_^ •^ r.: xLL `}

f.•ic} °C Cy'yS`

= r ' ''^ -. r•";i^"''b^Y

^''i' r ••'^,` ^c .' `- ' x

,^'•,r :.i ii^"4-V`- Lr;` --'. ..

'' "'c Treated as distributions out of corpus ( Election .F .; .. p :• ^c- - ' ' ;c ,,; r-r - -required see page 27 of the instructions ) , , , Zr^- r ^;•-,x-:_ _ _ -

d Applied to 2007 distributable amount ^•!' t' ^'==' ^7_ _ . '- ' ' L't' `" ''' +Y Vii-" ' 1 , 754

e Remaining amount distributed out of corpus =i +^r%^' i'r`± ``^±'' °"`` ;^•='"'`=3 '` _` `

5 Excess distributions carryover applied to 2007(If an amount appears in column (d), the same .'-•e^ -

{

.r1.^'.s,',^1,tit

;J. ` ',, <`, _.•''.

amount must be shown in column (a)) i^

i ;1-•^r

w

O^6 Enter the net total of each column as

- ^ •-=i,f` 7'•_ '-^^f^_ • .,^',^ f' -i:^,: -.,q -.

...e.';'i•:.^ r•+r i_;^_^^ , . 3. ,r

e,i-r'r' -r ,•'• `_+'^^ z,, i.. ;r.,

I `

n:4'•^^ isM, ^^, r,^' d••'^';;-.`••,;y.'"

indicated below :

•,4 r; , . } r.4't v'' 1

- 3-`:

^. f, ,'y t. -',^^

- +-,''..:o- S-^ ,.s'' =^-;".^ ^ •'r '

;,`..`^. _^;CK^ri• , _Yt;^ ,'c ! ..,: _;,.y.

` `

S.., l'_ •` - ycFii'; ":~ 7 ,.•A'k^

î . _.. ...,r...^.i _, „i1 LKr .,,,, •..,f,. ,: + f"-`G. ,;7.:it [{4,;i-J. Hr 's >t'r; ° , t^ :, : '

. ,^'S` 'îs.

t-' ^`.'^- ^.'^^: F

a Corpus . Add lines 3f , 4c, and 4e Subtract line 5 s -' w='%`T• -`"

` n ` ' 'b Prior years ' undistributed income . Subtract â` ^' t° ' _ '•-° {''•s-.+ ^ ^'. r• ^ • : ' r r,,; ` '°6line 4b from line 2b ^;:i'° -} ,:rx ...'' , __^' ,• ^, t= _

c Enter the amount of prior years' undistributed ={':• t'„xc^:

_

;:f '; ;; s` =' - ^`

^^ "'r *' _income for which a notice of deficiency has been :13W yI.•iâtitr V`^N}^ 'J,^tiy`-.

. , ^ • r^; '^`•A ;^ :.. ', ', _: Ya:î4^•; "!''^-'^'• f^ .y ;-' ': _ ^`?}hY^. Jz'v'_ may'" -;r, ,^ - _ - . _or on which the section 4942 ( a) tax hasissued

,, . , ,^}, "'' 1 }^''

. ^ `, _ ^•.;"`' "",w-x ;^= `4

_ ,- "`?^•,

been previously assessed • • • • • • • • • • •• .

d Subtract line 6c from line 6b . Taxable* ?amount - see page 27 of the instructions ;'SF iF"'

e Undistributed income for 2006 . Subtract line4a from line 2a Taxable amount - see page ; =''°

*'' "27 of the instructions,;^'`,':"_ E-' L

.} :,1;^ •. _•

:i ;• • • • • • • • • • • • • r i.- ry^;t - V

^ ` '^ `' ^L'' `''

• ^rf,. I, h' rw^ }•7,

` ` T"ti •,: <' • 4r•4t f" ,

"f Undistributed income for 2007 . Subtract lines s; t _ • '^ - a - = ; ^4d and 5 from line 1 . This amount must be a+; Gar}a_r{r ' •'` "'r: i-' ? ^' ', ; ' 'r f ^` " : ^ ' 'Ss{

8,• ,•<<. ,; ^^... s r;„< _ ,

N_ 148 998distributed in 200 a-1. ,

7 Amounts treated as distributions out of corpus °"''a?r ^

to satisfy requirements Imposed by section^ _ :

U

-

F mot. +-y

170(b)( 1)(F) or 4942(g)(3) (see page 27 of the - _ ^F ' ^ ^ ^- c b °r-,^^ •'^ .'instructions ) .

,,= ^'' ,if ,^

,7 , y -r: s. 4.t• "^ ,, t,:=,

9^-w •:',. r::) ^':'- + ";`

8 Excess distributions carryover from 2002 nota pp lied on line 5 or line 7 (see page 27 of the I '; = 1,

"` • ` t' 1^s

instructions ) . . . . . . .,s ... t v, z'r`:^•\•^, " ;'s' ac r. . . . . . . . . .

9 Excess distributions carryover to 2008 • : ,1^ 'i 'r '; ,r_ = - -.

Subtract lines 7 and 8 from line 6a

_

ni,`l' • ^xr_ ': Fes- i ,(k,',.4 i if31_

, _ __ ' ;J's" n

10 Analysis of line 9 : , - `="=: ;'a Excess from 2003

•, ., .,,:•„•_,. ,^; -ry 3_.

; :

L ,ry ,:,, ..z' -Y• ,.k• ^j

: ,'F' • •1r J ^_ _. t,.,. i. _ i i,\s ic

it _ 'L , .r-

'b Excess from 2004 .:^ _;,' :r ` '.

= hf

( _' • r r+ -.y:

.

c Excess from 2005 • • ' " =' `"; ^^ :'• ., Y,`•"e:r r'1 ;_ ;F =' :,^: _ 1d .' ni.d Excess from 2006 • •

" `

, I

e Excess from 2007 • • • i Y,Y=;

Form 990-PF (2007)

JSA

7E1480 2 000

Form 990-PF

Foundations (see pane 27 of the instructions and Part VII-A. auestion10

1 a If the foundation has received a ruling or determination letter that it is a private operatingfoundation , and the ruling Is effective for 2007, enter the date of the ruling . . _ . . ► OT APPLICABLE

b Check box to indicate whether the foundation is a private operating foundation described in section 4942 (1)(3) or 4942(1)(5)

2 a Enter the lesser of the adDusted net income from Partor the minimum investmentI

return from Part X for eachyear listed . . . . . . .

b 85% of line 2a . . . . .

C Qualifying distributions from Part

XII, line 4 for each year listed ,

d Amounts included in line 2c notused directly for active conductof exempt activities . . . . .

e Qualifying dlstnbutlons madedirectly for active conduct ofexempt activities Subtract line2d from line 2c

3 Complete 3a, b, or c for the

alternative test relied upon

a -Assets' alternati ve test - enter

(1) Value of all assets . . .

(2) Value of assets qualifyingunder section49420)(3)(9)(1). . .

b 'Endowment' alternative test-

enter 2/3 of minimum Invest-

ment return shown In Part X,

line 8 for each year listed . .

C "Support" alternative test - enter

(1) Total support other thangross Investment income(interest, dividends, rents,payments on securitiesloans ( section 512(a)(5)).or royalties) . . . . .

(2) Support from generalpublic and 5 or moreexempt organizations asprovided in section 4942

0)(3)(B)(iu) . . . . . .( 3) Largest amount of sup-

port from an exemptorganization - , , , ,

Tax year Prior 3 years

(a) 2007 ( b) 2006 (c) 2005(e) Total

(4) Gross investment income ,

(d) 2004

Supplementary information (Complete this part only if the foundation had $5,000 or more in assets at anytime during the year - see page 28 of the instructions.)

I Information Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundationbefore the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

N/A

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theownership of a partnership or other entity) of which the foundation has a 10% or greater interest

N/A

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

Check here ► if the foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals ororganizations under other conditions, complete items 2a, b, c, and d

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

c Any submission deadlines:

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

oz7E149 o0o Form 990-PF (2007)

Form 990-PF (2007) Pape 1 1

F317M Supplementary Information (continued)3 Grants and Contributions Paid During the Year or Approved for Future Payment

Recip ient It recipient is an Ind i vidual ,show any relationship to Foundation

Purpose of grant or A tName and address (home or business) any foundation manager

or substantialantial contributor

statuscontribution

moun

a Paid dung the year

SEE STATEMENT 10 142,000

Total ► 3a.................................................. 142, 000

b Approved for future payment

Total ► 3b

Form 990-PF (2007)

JSA

7E1491 2 000

Form 990-PF (2007 )

Analysis of Income-Producing ActivitiesEnter gross amounts unless otherwise indicated . Unrelated business income Excluded b section 512 , 513, or 514 (e)belated or exempt

(a) (b) (c) (d) unction income

1 Program service revenue :B+g^esscode Amount Exclusion code amount

theinstructions.)

c

d

e

f

9 Fees and contracts from government agencies

2 Membership dues and assessments , , , , ,

3 Interest on savings and temporary cash investments

4 Dividends and interest from securities5;°'A. fi... y^ ^:77+^i .y.` °^^^^r'^h• •i^.^^'-`t^•'i:C ^'^^ +a4 .^..;f^: v`'rir{_r:

^L+ •^•. . a

5 Net rental income or (loss ) from real estate : ti 3r j` A._ -t: i i +„'d .. .. - %;_^.- ^:}l; i',!• µ: tau. '•a:Ci+;"` t .'F }sf:4;,'

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) . . . 0-

13 Total . Add line 12 , columns (b), (d), and (e) . . . . . . . . . . .. . . . . . . . . . . . . . . . . .. . . . . . 13 0

(See worksheet in line 13 instructions on page 29 to verify calculations.)

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to. the accomplishment of the foundation ' s exempt purposes ( other than by providing funds for such purposes). (See

page 29 of the instructions.)

NOT APPLICABLE

JSA

7E1492 2 000

Form 990-PF (2007)

Form 990 - PF (2007)

Information Regarding Transfers To and Transactions and Relationships With NoncharitableExempt Organizations

1 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 (other than section 501 (c)( 3) organizations) or in section 527, relating to political organizations? 4,

a Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash ......................................................... 1a1 X

(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la ( 2 ) X

b Other transactions :

(1) Sales of assets to a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . lb ( l ) X

(2) Purchases of assets from a noncharitable exempt organization . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . 1 b ( 2 ) X

(3) Rental of facilities , equipment , or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . 1 b 3 X

(4) Reimbursement arrangements . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 b 4 X

(5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1 b 5 X

(6) Performance of services or membership or fundraising solicitations . . . . . . . . . . . . . . . . . . . . . . . .. . . . 1 b 6 X

c Sharing of facilities , equipment , mailing lists, other assets , or paid employees . . . . . . . . . . . . . . . . . . . . . . . 1 c X

d If the answer to any of the above is "Yes ," complete the following schedule . Column (b) should always show the fair market value of the goods,

other assets , or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing

arrangement , show in column (d) the value of the goods , other assets , or services received.

(a) Name of organization ( b) Type of organization (c) Description of relationship

Under penalties of perjury, I tare that I have examined this return, including accompanying schedules and statements , and to the best of my knowledge andbelief , it is true, correct , an co plat e Declaration of prep r (othel than

d Signature of officer or trustee

2

p^

I

. r- is ' /J 1p signsignature

d Firm' s name (or yours if LSEA, COLLINS & CO

self-employed), address, 9620 OLENTANGY RIVEand ZIP code COLUMBUS, OH 4 3 2 3 5

JSA

7E1493 2 000

2 a Is the foundation 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? . . . . . . . . . . . . . . . . . . . . . . . . . q Yes No

IS If "Yes " emmnlete the fnllnwina schedule

WOOD FOUNDATION31-12177292007 FORM 990-PF

STATEMENT 1 - SCHEDULE BForm 990PF, Part 1, Line 1 - Contributions, gifts and grants received

Peg Wood CL TrustP.O. Box 575, 35 N. High St.Canal Winchester, OH 43110

(TOTAL CONTRIBUTION AMOUNTS

Direct Public

Date Support

6/5/2007 67,023

67,023

STATEMENT 2Form 990PF, Part 1, Line 3 - Interest on savings & temporary cash investments

Description

Huntington National Bank

ALS

Revenue andexpenses per Net Investment

books income

16 16

16 16

STATEMENT 3Form 990PF , Part 1, Line 4 - Dividends & interest from securities


books income

Harris Trust & Savings Bank 65,430 65,430Huntington National Bank 1,992 1,992

TOTALS 67,422 67,422


STATEMENT 4Form 990PF , Part 1 , Line 11 - Other income


Description books income

Class action settlement 324 324

Long-term capital gain distribution 8,835 8,835

TOTALS 9,159 9,159

STATEMENT 5Form 990PF , Part 1, Line 16b - Accounting fees


books income

Elsea, Collins & Company 2,200 2,200

TOTALS 2,200 2,200

STATEMENT 6Form 990PF, Part 1, Line 16c - Other Professional Fees

Description

Harris Trust & Savings Bank - fees

TOTALS


books income

15,875 15,875

15,875 15,875


STATEMENT 7Form 990PF , Part 1 , Line 18 - Taxes


books income

Foreign taxes paid 916 916

IRS 284 284

TOTALS 1,200 1,200

STATEMENT 8Form 990PF , Part 1, Line 23 - Other Expenses


Description books income

Bank charges 262 262

State filing fees 200 200

Registration fees 25 25

TOTALS 487 487


STATEMENT 9Form 990PF , Part VIII - List of Officers, Directors and Trustees

Contributions toTitle & time devoted to Employee benefit Expense acct and

Name & address position Compensation plans other allow

Robert S. Wood Chairman & President None None NoneP. O. Box 575 4 hrs. / yr.35 North High StreetCanal Winchester, OH 43110

Cheryl Wood Treasurer None None NoneP. O. Box 575 4 hrs. / yr.35 North High StreetCanal Winchester, OH 43110

Vicki Wood Vice President None None NoneP. O. Box 575 4 hrs. / yr.35 North High StreetCanal Winchester, OH 43110

Kitty Argobright Vice President None None NoneP. O. Box 575 4 hrs. / yr.35 North High StreetCanal Winchester, OH 43110

Robert S. Wood, II Secretary None None NoneP. O. Box 575 4 hrs. / yr.35 North High StreetCanal Winchester , OH 43110

STATEMENT 9, PAGE 1 OF 1


STATEMENT10Form 990PF, Part XV - Grants and Contributions Paid During the Year

Relationship to substantialcontributor and Foundation

Recipient name & address status of recipient

Children's Hospital Foundation N/A700 Children's DriveColumbus, OH 43205-2696

Canal Winchester Schools290 Washington StreetCanal Winchester, OH 43110

Canal Winchester Labor Day FestivalP.O. Box 514Canal Winchester, OH 43110

Faith United Methodist Church15 West Columbus StreetCanal Winchester, OH 43110

Dunston Elementary School1825 Remont RoadNorth Charleston, SC 29406

David Evangelical Lutheran Church300 Groveport RoadPO Box 70Canal Winchester, OH 43110

Lutheran Social Services of Central Ohio750 East Broad St.Columbus, OH 43205-1000

N/A

N/A

N/A

N/A

N/A

N/A

Purpose of contribution

Support

Support

Support

Support

Support

Support

Support

Amount

20,000

4,000

2,500

9,000

1,500

2,000

2,000

STATEMENT 10PAGE 1 OF 4


STATEMENT 10Form 990PF , Part XV - Grants and Contributions Paid During the Year


Recipient name & address status of recipient Purpose of contributionLaurel Township, Hocking County N/A Support16590 State Route 678Rockbridge, OH 43149

American Red Cross- Collier Co. Disaster N/A Support2610 Northbrook Plaza DriveNaples, FL 34119

University of Rio Grande N/A SupportP.O. Box 500Rio Grande, OH 45674

St. Elizabeth Ann Seton Parish N/A Support600 Hill Road NPickerington, OH 43147

Pickerington High School N/A Support300 Opportunity WayPickerington, OH 43147

Mt. Olive Methodist Church N/A Support16228 State Route 678Rockbridge, OH 43149

Shelter for Abused Women N/A SupportP. O. Box 10102Naples, FL 34101

Victory Junction Gang Camp N/A Support311 Branson Mill RoadRandleman, NC 27317

Amount3,000

1,000

20,000

3,000

2,500

9,000

1,000

1,500

STATEMENT 10PAGE 2OF4


STATEMENT 10Form 990PF , Part XV - Grants and Contributions Paid During the Year


Recipient name & address status of recipient Purpose of contribution

Canal Winchester Historical Society N/A Support

Amount

8,000

10,000

153 East Waterloo St.Canal Winchester, OH 43110

The Homeless Families Foundation651 West Broad StreetColumbus, OH 43215

Methodist Theological School in Ohio3081 Columbus PikeDelaware, OH 43015

Intrepid Fallen Heroes FundOne Intrepid SquareWest 46th St. and 12th Ave.New York, NY 10036

Ohio Health FoundationPeg L . Wood Cancer Services Fund180 E . Broad St.Columbus , OH 43215-3707

United States Naval Academy Foundation291 Wood Road , Beach HallAnnapolis , MD 21402

Village of Canal WinchesterInterurban Railway Building Fund36 South High St.Canal Winchester , OH 43110

N/A

N/A

N/A

N/A

N/A

N/A

Support

Support

Support

Support

Support

Support

1,000

10,000

10,000

1,000

12,500

STATEMENT 10PAGE 3OF4


STATEMENT 10Form 990PF, Part XV - Grants and Contributions Paid During the Year

Recipient name & address

Canal Winchester Human Services22 South High St.Canal Winchester, OH 43110

The NASCAR FoundationP.O. Box 402147Atlanta , GA 30384-2147

For the Love of CatsP.O. Box 1777Marco Island , FL 34146


status of recipient Purpose of contribution Amount

N/A Support 5,000

N/A Support 2,000

N/A Support 500

TOTAL CONTRIBUTIONS PAID 142,000

STATEMENT10PAGE 4OF4

I_D 51 - )Z) '72-7WOOD FOUNDATION 110011019355Schedule D Detail of Short-term Capital Gains anTLosses +\ S/ILA

/?13')° 7Prfl' u .E

Descri ption

Date

Acq uired

Date

Sold

Gross Sales

Price

Cost or Other

Basis

Short-term

Gain/Loss

1200. BIG LOTS INC COMMON STOCK 02 / 09 / 2007 07 / 30 / 2007 32 170.79 32 076.00 94.79

.4369 CITADEL BROADCASTING 03 / 07 / 2007 06 / 29 / 2007 2.80 2.58 0.22

61. CITADEL BROADCASTING CORP 03 / 07 / 2007 07 / 30 / 2007 311.77 359.94 -48.17

100. COSTCO WHSL CORP NEWCOMMON STOCK 06 / 07 / 2006 03 / 07 / 2007 5 , 578.75 S , 263.00 315.75

200. KING PHARMACEUTICALS INC 07 / 12 / 2006 03 / 07 / 2007 3 , 677.88 3 , 458.76 219.12

800. NORFOLK SOUTHERNCORPORATION COMMON STOCK 02 /09/ 2007 03 / 30 / 2007 40 289.30 39 592.00 697.30

500. PHELPS DODGE CORPORATION 10 / 03 / 2006 02 / 09 / 2007 61 , 162.S2 42 095.96 19 066.56

350. TXU CORPORATION COMMON_STOCK 10 / 24 / 2006 03 / 30 / 2007 22 , 58.414 22 241.93 216.48

Totals 165 652.00 145 090.00 20 562.00

JSA7F0971 1 000

P.M.1-1114D7971 L718 02/07/2008 110011019355

a2- Z_

WOOD FOUNDATION 110011019355 Q '- 31 - I Li -7 ? 2-7Schedule D Detail of Long-term Capital Gains and Losses

1;-I311a-7 )f1-i- 1V Se-wSoutx

Descri ption

Date

Acq uired

Date

Sold

Gross Sales

Price

Cost or Other

Basis

Long-term

Gain/Loss

156 RATE CAPITAL GAINS ( LOSSES )

150. COLGATE-PALMOLIVE COMPANYCOMMON STOCK 07 / 12 / 2006 11 / 30 / 2007 11 924.82 9 , 278.51 2 , 646.31

150. COSTCO WHSL CORP NEWCOMMON STOCK 02 / 04 / 2005 03 / 07 / 2007 8 , 368.13 6 , 931.50 1 , 436.63

600. COSTCO WHSL CORP NEWCOMMON STOCK 02 04 2005 03 / 30 / 2007 31 935.95 27 726.00 4 , 209.95

350. GENERAL ELECTRIC COMPANY 05 / 12 / 1999 11 / 30 / 2007 13 366.30 12 740.58 625.72375. HARTFORD FINANCIAL SVCS

GRP INC COMMON STOCK 06 / 07 / 2006 09 / 04 / 2007 33 187.45 27 417.58 5 , 769.87175. HUMANA INC COMMON STOCK 02 / 12 / 2004 03 / 07 / 2007 10 387.68 3 , 843.00 6 , 544.68575. HUMANA INC COMMON STOCK 02 / 12 / 2004 06 / 11 / 2007 36 411.60 12 627.00 23 784.60

1850. KING PHARMACEUTICALS INC 06 / 07 / 2006 07 / 30 / 2007 31 228.44 31 389.78 -161.341850. KING PHARMACEUTICALS INC 06 / 07 / 2006 11 / 30 / 2007 19 845.10 30 679.48 -10 , 834.38475. NORDSTROM INC COMMON STOCK 02 04 2005 09 / 04 / 2007 22 363.80 11 879.75 10 484.05325. NORDSTROM INC COMMON STOCK 02 04 2005 10 / 29 / 2007 12 688.06 8 , 128.25 4 1, 559.8

1000. SECTOR SPDR TR SHS BENINT-13ASIC INDUSTRIES 02 / 04 / 2005 07 / 30 / 2007 39 743.79 30 , 8S3. 81 8 , 889.98

1200. STAPLES INC COMMON STOCK 02 / 12 / 2004 02 / 09 / 2007 31 992.81 21 167.84 10 824.972225. TIME WARNER INC NEW 02 / 04 / 2005 02 / 09 / 2007 47 472.03 40 205.75 7 , 266.28750. VALERO REFNG & MARKETING

CO COMMON STOCK 02 / 12 / 2004 01 / 11 / 2007 36 900.70 10 490.36 26 410.34801. WACHOVIA CORP 2ND NEW

COMMON STOCK 10 / 17 / 2001 11 / 30 / 2007 34 538.73 20 664.00 13 874.73800. WESTERN DIGITAL

CORPORATION COMMON STOCK 06 / 07 / 2006 07 / 30 / 2007 17 136.78 15 328.00 1 , 808.78

TOTAL 15% RATE CAPITAL GAINS ( LOSSES ) 439 492.00 321 351.00 118 141.00

Totals Tb? Lo46 -?ern e 439 , 492.00 321 351.00 118 , 141.00

JSA 1 000

HD7971 L718 02/07/2008 110011019355

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