990-pf a :. return of private foundation990s.foundationcenter.org/990pf_pdf_archive/592/... ·...

26
V Li U C Form 990-PF a :. Return of Private Foundation OMB No 1545-0052 or Section 4947(a)(1) Nonexempt Charitable Trust Aoo^ Department of the Treasury Treated as a Private Foundation 1 Internal Revenue Service Note The foundation may be able to use a copy of this return to satisfy state reporting requirements. For calendar year 2008, or tax year beginning , and ending n (.hark all that annly F-1 Initial rabirn ri Final return F---1 Amonriert return F----] Arlrlruc...h,nnn F--1 r,r,..,., ..ti.....,. Use the IRS Name of foundation A Employer identification number label. Otherwise , SCHEFFLER FAMILY FOUNDATION 59-2129811 print Number and street (or P O box number if mail is not delivered to street address) Room/suite B Telephone number ortype . 210 E. ELDERBERRY CIRCLE ( 602 ) 432-2884 See Specific Instructions City or town, state , and ZIP code C If exemption application is pending , check here A THENS , GA 3 060 5 D 1- Foreign organizations , check here H Check type of organization ® Section 50 1(c)(3 ) exempt private foundation 2. check here and attach compugttheo n 8 5% test, Section 4947 ( a )( 1) nonexem p t charitable trust 0 Other taxable p rivate foundation E If t priva e foundation status was terminated I Fair market value of all assets at end of year J Accounting method : ® Cash Accrual under section 507 (b)(1)(A), check here (from Part Il, col (c), line 16) = Other ( specify ) F If the foundation is in a 60-month termination $ 9 65 44, 6 . (Part 1, column (d) must be on cash basis) s under section 507 ( b )( 1 ) B ), check here Part I Analysis of Revenue and Expenses ( a) Revenue and (b ) Net investment ( c) Adjusted net (d) Disbursements (The total of amounts in columns (b ), (c) and (d) may not necessarily equal the amounts in column (a)) ex penses P er books Income income for charitable purposes (cash basis only) 1 Contributions , gifts, grants, etc., received N / A 2 Check [RI] If thefoundahonisnotreguiredtoattach Sch B Interest on savings and temporary 3 cash investments 36 , 489 . 36 , 489 . STATEMENT 1 4 Dividends and interest from securities 5a Gross rents b Net rental income or foss) Be Net gain or Qoss ) from sale of assets not on line 10 Gross sales price for all b assets on fine 6a 9 m 7 Capital gain net income (from Part IV line 2) 0 , cc 8 Net short-term capital gain J 9 Income modifications Gross sales less returns 108 and allowances b Less Cost of goods said ° c Gross profit or (loss) 11 Other income 23 , 646. 19 , 976 . STATEMENT 2 12 Total Add lines 1 throu gh 11 60 , 135. 56 , 465. 13 Compensation of officers , directors trustees , etc 11 , 000. 5 , 500. 5 , 500. 14 Other employee salaries and wages 15 Pension plans, employee benefits 16a Legal fees a b Accounting fees STMT 3 4 , 315. 2 , 158. 2 , 157. W c Other professional fees > 17 Interest 18 Taxes STMT 4 965. 0. 0. •E 19 Depreciation and depletion E 20 Occupancy < 21 Travel, conferences , and meetings 22 Printing and publications 23 Other expenses STMT 5 1 , 105. 552. 553. io 24 7oteLo fzCat rL expe rt VEfugh 23 17 , 385. 8 , 210. 8 , 210. 0 2 ntrl utlons , gifts, grants pal 0 45 , 7 40. 45 , 740. 2 Q tel^e^ (g sea eqd die,4yF^e ^ dllirness am LUIU ' 63 , 125 . 8 , 210 . 53 , 950. 2 S B6 I EX Exces® Nxp e^and di irsements <2 99 0 . % N e t investment income (if negative enter - 0-) 48 , 255 . 1 c Adjusted net income it ne g ative enter -0- N / A LHA For Privacy Act and Paperwork Reduction Act Notice , see the instructions . Form 990-PF (2008) 823501 01-02-09 1 0 18380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Page 1: 990-PF a :. Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/592/... · 2017. 6. 21. · Form 990-PF (20081 gC'HFFFT.R'P FISMTT.V Fr)TTNTIATTON cQ-91 2 R11

V

LiU

C

Form 990-PF a :. Return of Private Foundation OMB No 1545-0052

or Section 4947(a)(1) Nonexempt Charitable Trust Aoo^Department of the Treasury Treated as a Private Foundation 1Internal Revenue Service Note The foundation may be able to use a copy of this return to satisfy state reporting requirements.

For calendar year 2008, or tax year beginning , and ending

n (.hark all that annly F-1 Initial rabirn ri Final return F---1 Amonriert return F----] Arlrlruc...h,nnn F--1 r,r,..,., ..ti.....,.

Use the IRS Name of foundation A Employer identification number

label.Otherwise , SCHEFFLER FAMILY FOUNDATION 59-2129811

print Number and street (or P O box number if mail is not delivered to street address) Room/suite B Telephone numberortype . 210 E. ELDERBERRY CIRCLE ( 602 ) 432-2884

See Specific

InstructionsCity or town, state , and ZIP code C If exemption application is pending , check here

ATHENS , GA 3 0 6 0 5 D 1- Foreign organizations , check here

H Check type of organization ® Section 50 1(c)(3 ) exempt private foundation 2. check here and attach compugttheon8 5% test,

Section 4947 ( a )( 1 ) nonexem p t charitable trust 0 Other taxable p rivate foundationE If tpriva e foundation status was terminated

I Fair market value of all assets at end of year J Accounting method : ® Cash Accrual under section 507 (b)(1)(A), check here

(from Part Il, col (c), line 16) = Other ( specify ) F If the foundation is in a 60-month termination$ 9 6 5 4 4 , 6 . (Part 1, column (d) must be on cash basis)

sunder section 507 ( b )( 1 ) B ), check here

Part I Analysis of Revenue and Expenses ( a) Revenue and (b ) Net investment ( c) Adjusted net (d) Disbursements(The total of amounts in columns (b ), (c) and (d) may notnecessarily equal the amounts in column (a)) expenses P er books Income income

for charitable purposes(cash basis only)

1 Contributions , gifts, grants, etc., received N / A2 Check [RI] If thefoundahonisnotreguiredtoattach Sch B

Interest on savings and temporary3 cash investments 36 , 489 . 36 , 489 . STATEMENT 1

4 Dividends and interest from securities

5a Gross rents

b Net rental income or foss)

Be Net gain or Qoss ) from sale of assets not on line 10

Gross sales price for allb assets on fine 6a

9 m 7 Capital gain net income (from Part IV line 2) 0 ,cc

8 Net short-term capital gain

J 9 Income modifications• Gross sales less returns

108 and allowances

b Less Cost of goods said °

c Gross profit or (loss)

11 Other income 23 , 646. 19 , 976 . STATEMENT 212 Total Add lines 1 throu g h 11 60 , 135. 56 , 465.13 Compensation of officers , directors trustees , etc 11 , 000. 5 , 500. 5 , 500.14 Other employee salaries and wages

15 Pension plans, employee benefits

16a Legal fees

a b Accounting fees STMT 3 4 , 315. 2 , 158. 2 , 157.W c Other professional fees

> 17 Interest

18 Taxes STMT 4 965. 0. 0.•E 19 Depreciation and depletion

E 20 Occupancy

< 21 Travel, conferences , and meetings

22 Printing and publications

23 Other expenses STMT 5 1 , 105. 552. 553.io 24 7oteLo fzCat

rL expe rt VEfugh 23 17 , 385. 8 , 210. 8 , 210.0 2 ntrl utlons , gifts, grants pal 0 45 , 7 40. 45 , 740.

2 Q tel^e^ (g sea eqd die,4yF^e^

dllirness amLUIU ' 63 , 125 . 8 , 210 . 53 , 950.

2 S B 6 I EX

Exces® Nxp e^and di irsements <2 9 9 0 .%

N e t investment income (if negative enter - 0-) 48 , 255 . 1c Adjusted net income it ne gative enter -0- N /A

LHA For Privacy Act and Paperwork Reduction Act Notice , see the instructions . Form 990-PF (2008)82350101-02-09

1 018380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (20081 gC'HF FFT.R'P FISMTT .V Fr)TTNTIATTON cQ-91 2 R11 Pane2

t It Balance Sheets Attached schedules and amounts in the descriptionP

Begmmngofyear End of yearar column should be for end-of -year amounts only (a) Book Value ( b) Book Value (c) Fair Market Value

I Cash - non-interest - bearing 47 , 264. 47 , 264.2 Savings and temporary cash investments 691 , 413. 325 , 968. 325 , 698.3 Accounts receivable ►

Less, allowance for doubtful accounts ►4 Pledges receivable ►

Less allowance for doubtful accounts ►5 Grants receivable

6 Receivables due from officers , directors, trustees, and other

disqualified persons

7 Other notes and loans receivable ►

Less allowance for doubtful accounts ►

8 Inventories for sale or usem

9 Prepaid expenses and deferred charges

< 10 a Investments - U S. and state government obligations

b Investments - corporate stock

c Investments - corporate bonds

11 Investments land, buildings and equipment basis ►

Less accumulated depreciation ►

12 Investments - mortgage loans

13 Investments - other STMT 6 277 , 791. 592 , 484. 592 , 484.14 Land , buildings, and equipment : basis ► 3 , 295.

Less accumulated depreciation STMT 710- 3 , 295.15 Other assets ( describe ►

16 Total assets ( to be com p leted b y all filers ) 969 , 204. 965 , 716. 965 , 446.17 Accounts payable and accrued expenses

18 Grants payable

in 19 Deferred revenue

20 Loans from officers , directors , trustees and other disqualified persons

21 Mortgages and other notes payable

J 22 Other liabilities ( describe ► EXCISE TAX PAYABLE ) 543. 45.

23 Total liabilities ( add lines 17 throu g h 22 ) 543. 45.Foundations that follow SFAS 117, check here ►and complete lines 24 through 28 and lines 30 and 31.

24 Unrestricted

12 25 Temporarily restricted

m 26 Permanently restricted

Foundations that do not follow SFAS 117 , check here ►and complete lines 27 through 31

00 27 Capital stock, trust principal , or current funds 658 , 171 . 658 , 171.y 28 Paid - in or capital surplus, or land, bldg , and equipment fund 0. 0.

< 29 Retained earnings, accumulated income, endowment , or other funds 310 490. 307 , 500.Z 30 Total net assets or fund balances 968 , 661. 965, 671.

31 Total liabilities and net assets /fund balances 969 , 204. 965 716 .

Part III Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II, column ( a), line 30

(must agree with end -of-year figure reported on prior year ' s return ) 1 968 , 661 .

2 Enter amount from Part I, line 27a 2 <2 990 . >

3 Other increases not included in line 2 ( itemize) ► 3 0

4 Add lines 1, 2, and 3 4 965 , 671 -

5 Decreases not included in line 2 ( itemize) ► 5 0 .

6 Total net assets or fund balances at end of year ( line 4 minus line 5 ) - Part II column ( b ), line 30 8 965 671 .

Form 990-PF (2008)82351101-02-09

218380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Page 3Part IV 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

(b How acquired- Purchase

0 - Donation

(c) Date acquired(mo., day, yr

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

1e

b NONEC

d

a

(a) 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

c

d

e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(i) F.M V as of 12/31/69(j) Adjusted basisas of 12/31/69

(k) Excess of col. (i)over col. (1), if any

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

a

b

c

d

a

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

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6).

If gain, also enter in Part I, line 8, column (c).

If loss enter -0- in Part I line 8 3

Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

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

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 periods Yes ® No

If "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 year, see instructions before making any entries

Baseaxyearyears

Calendar y ear ( orr tax be g innin g in Adjusted qualifying distributions Net value of nonchantable-use assets Distributtiion ratio(col. (b) divided by col. (c))

2007 52 , 915. 976 120. .0542102006 56 , 559. 971 468. .0582202005 51 , 611. 975 068. .0529312004 53 881. 939 792. .0573332003 57 478. 871 991. .065916

2 Total of line 1, column (d) 2 .288610

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5,

the foundation has been in existence if less than 5 years

or by the number of years

3 . 0 5 7 7 2 2

4 Enter the net value of noncharitable-use assets for 2008 from Part X, line 5 4 1 , 230 , 275.

5 Multiply line 4 by line 3 5 71 , 014.

8 Enter 1 % of net investment income (1% of Part I, line 27b) 8 483.

7 Add lines 5 and 6 7 71 , 497 .

8 Enter qualifying distributions from Part XII, line 4 8 53 , 950 .

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

823521 01-02-09 Form 990-PF (2008)

318380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990 -PF (2008) SCHEFFLER FAMILY FOUNDATION 59 -212981 1 Page4Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)

la 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 foundations that meet the section 4940(e) requirements in Part V, check here ►0 and enter 1% 1 965 .

of Part I, line 27b

c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col. (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0.3 Add lines 1 and 2 3 965.4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 0.

5 Tax based on investment income Subtract line 4 from line 3. If zero or less, enter -0- 5 965.6 Credits/Payments*

a 2008 estimated tax payments and 2007 overpayment credited to 2008 Be 920.

b Exempt foreign organizations - tax withheld at source 6b

c Tax paid with application for extension of time to file (Form 8868) Bc

d Backup withholding erroneously withheld Bd

7 Total credits and payments. Add lines 6a through 6d 7 920.

8 Enter any penalty for underpayment of estimated tax. Check here = if Form 2220 is attached 8 12.

9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9 57.

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 2009 estimated tax Poo, Refunded pp^ 11

Part VII-A Statements Regarding Activities

la During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No

any political campaign? la X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? lb X

If the answer is "Yes" to to 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? 1c X

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

(1) On the foundation. 0- $ 0. (2) On foundation managers. ► $ 0.

e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation

managers. ► $ 0.

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

If "Yes, " attach a detailed descnption of the activities

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

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

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

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

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

If "Yes, " attach the statement required by General Instruction T

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

• By language in the governing instrument, or

• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law

remain in the governing instruments B X

7 Did the foundation have at least $5,000 in assets at any time during the years 7 X

If "Yes," complete Part II, col (c), and Part XV

8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►FL

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 G9 If "No," attach explanation

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942 ( l)(5) for calendar

year 2008 or the taxable year beginning in 2008 (see instructions for Part XIV)' If "Yes, " complete Part XIV

0 Did any persons become substantial contributors durina the tax year' •v- • arraah a ^hPdijlP li^t,no th- nn- a„d addr-

82353101-02-09

1 10 1 1 X

Form 990-PF (2008)

418380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Page 5Part VII -A Statements Regarding Activities (continued)

11 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 instructions) 11 X

12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before

August 17, 20089 12 X13 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 ► VINCE LAVIANO Telephone no. ► 5 61- 3 9 3 - 3 515Located at ► 210 E. ELDERBERRY CIRCLE, ATHENS, GA ZIP+4 ►3 0 6 0 5

15 Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ►

and enter the amount of tax-exempt interest received or accrued during the year ► I 15 I N/APart VII-B I 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

la During the year did the foundation (either directly or indirectly)

-

(1) Engage in the sale or exchange , or leasing of property with a disqualified person9 Yes No

(2) Borrow money from, lend money to , or otherwise extend credit to (or accept it from)

a disqualified persons Yes No

(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 ® 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 ) Yes ® No

(B) Agree to pay money or property to a government official? ( Exception Check "No"

if the 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 la(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53 .494 1(d)- 3 or in a current notice regarding disaster assistance ( see page 20 of the instructions)9 N/A lb

Organizations relying on a current notice regarding disaster assistance check here ►c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts , that were not corrected

before the first day of the tax year beginning in 20089 lc X

2 Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private operating foundation

defined in section 4942 (l)(3) or 4942(l)(5))*

a At the end of tax year 2008, did the foundation have any undistributed income ( lines 6d and 6e, Part XIII) for tax year(s) beginning

before 20089 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 mcome7 ( If applying section 4942 (a)(2) to all years listed, answer "No" and attach

statement - see instructions ) N/A 2bc If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time

during the year9 Yes ® No

b If "Yes," did it have excess business holdings in 2008 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 penod9 (Use Schedule C,

Form 4720, to determine if the foundation had excess business holdings in 2008) N/A 3b

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

b Did the foundation make any investment in a prior year ( but after December 31, 1969 ) that could jeopardize its charitable purpose that

had not been removed from jeopardy before the first day of the tax year beginning in 20089 4b X

Form 990-PF (2008)

82354101-02-09

518380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Part VII-B I Statements Regarding Activiti es for Which Form 4720 May Be Required (continued)

5a During the year did the foundation pay or incur any amount to:

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

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

any voter registration drive? 0 Yes ® No

(3) Provide a grant to an individual for travel , study, or other similar purposes Yes ® No

(4) Provide a grant to an organization other than a charitable, etc , organization described in section

509(a )( 1), (2), or (3 ), or section 4940 (d)(2)9 Yes ® No

(5) Provide for any purpose other than religious , charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals? Yes ® No

b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations

section 53 4945 or in a current notice regarding disaster assistance ( see instructions ) ? N/A 5b

Organizations relying on a current notice regarding disaster assistance check here

c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained

expenditure responsibility for the grants N/A 0 Yes 0 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" Yes ® No

b Did the foundation , during the year , pay premiums , directly or indirectly, on a personal benefit contracts Bb X

If you answered "Yes" to 6b, also file Form 8870

7a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction' Yes ® No

b If yes , did the foundation receive an y proceeds or have an y net income attributable to the transactions N /A 7b

Part VIII Information About Officers, Directors, Trustees , Foundation Managers , Highly0 Paid Employees, and Contractors1 List all officers, directors, trustees, foundation managers and their compensation.

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

hours week devotedperto position

( c) Compensation(If not paid ,enter -0- )

( d) Gontnbuttonstoemp loyee benefit plans

and deferredcompensation

( e) Expenseaccount, otherallowances

BARTON BOURDO TRUSTEE12750 W. PINE LAKE RDPLAINWELL MI 49080 1.00 3 , 000. 0. 0.MELVIN PORTER TRUSTEEP.O. BOX 28052PRESCOTT VALLEY , AZ 86312 1.00 4 , 000. 0. 0.VINCENT LAVIANO TRUSTEE210 ELDBERRY CIRCLE

ATHENS , GA 30605 1.00 4 , 000. 0. 0.

2 Comoensation of five hiahest-paid emolovees (other than those included on line fl- If none- enter "NONE-"

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

hours per weekevoted to position

(c) Compensation(d) contributions to

eeetplansbempanddesetedncompensation

(e) Expenseccount, otherallowances

NONE

Total number of other employees paid over $50,000 ► 1 0

Form 990-PF (2008)

82355101-02-09

618380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Page 7

Part VIII Information About Officers, Directors, Trustees , Foundation Managers, Highly0 Paid Employees , and Contractors (continued)

3 Five highest-paid independent contractors for professional services. 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 receivin g over $50 , 000 for p rofessional services ► 0

Part IX-A Summary of Direct Charitable Activities

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

Expenses

1NOT APPLICABLE

0.2

3

4

Part IX- B I Summary of Program - Related InvestmentsDescribe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2 Amount

1 N /A

2

All other program - related investments See instructions

3

Total . Add lines 1 throug h 3 ► 0.

Form 990-PF (2008)

82356101-02-09

7

18380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Page 8

Part X Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions)

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

a Average monthly fair market value of securities to 0.

b Average of monthly cash balances 1b 1 , 060 078.c Fair market value of all other assets 1c 188 932.d Total (add lines la, b, and c) 1d 1 249 010.

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

1c (attach detailed explanation) 1e 0.

2 Acquisition indebtedness applicable to line 1 assets 2 0.

3 Subtract line 2 from line 1d 3 1 , 249 010.

4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 18 735.5 Net value of noncharitable - use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 1 2 3 0 275.6 Minimum investment return . Enter 5% of line 5 6 61 .51 4.

Part XIDistributable Amount (see instructions) (Section 4942(l)(3) and (I)(5) private operating foundations and certainforeign organizations check here ► 0 and do not complete this part )

1 Minimum investment return from Part X, line 6 1 61 , 514.2a Tax on investment income for 2008 from Part VI, line 5 2a 965.b Income tax for 2008 ( This does not include the tax from Part VI) 2b

c Add lines 2a and 2b 2c 965 .3 Distributable amount before adjustments . Subtract line 2c from line 1 3 60 549 .4 Recoveries of amounts treated as qualifying distributions 4 3 670 .

5 Add lines 3 and 4 5 64 219 .6 Deduction from distributable amount (see instructions) 8 0 .

7 Distributable amount as adiusted Subtract line 6 from line 5. Enter here and on Part XIII. line 1 7 64 - 219 .

Part XII Qualifying Distributions (see instructions)

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

a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 to 53 , 950.b Program-related investments - total from Part IX-B 1b 0.

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

3 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 la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 53 , 950 .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 5 0.

6 Adjusted qualifying distributions . Subtract line 5 from line 4 8 53 , 950.

Note The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section

4940(e) reduction of tax in those years

Form 990-PF (2008)

82357101-02-09

818380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Page 9

Part XIII Undistributed Income (see instructions)

(a) (b) (c) (d)Corpus Years prior to 2007 2007 2008

1 Distributable amount for 2008 from Part XI,

llne7 64 , 219.2 Undistributed income, if any, as of the end of 2007

a Enter amount for 2007 only 17 , 075

b Total for prior years*

0.3 Excess distributions ca rryover, if any, to 2008:

a From 2003

b From 2004

c From 2005

d From 2006

a From 2007

f Total of lines 3a throug h e 0.

4 Qualifying distributions for 2008 from

Part Xll,line 53 , 950.a Applied to 2007, but not more than line 2a 17 , 075

b Applied to undistributed income of prior

years (Election required - see instructions) 0.

c Treated as distributions out of corpus

(Election required - see instructions) 0.

d Applied to 2008 distributable amount 36 , 875.a Remaining amount distributed out of corpus 0.

5 Excess distributions carryover applied to 2008 0. 0.Of an amount appears in column (d) the same amount

must be shown in column (a) )

8 Enter the net total of each column asindicated below

8 Corpus Add lines 3t 4c and 4e Subtract line 5 0.

b Prior years' undistributed income. Subtract

line 4b from line 2b 0.

c Enter the amount of prior years'undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a) tax has been previouslyassessed 0

d Subtract line 6c from line 6b Taxable

amount - see instructions 0

e Undistributed income for 2007. Subtract line

4a from line 2a Taxable amount - see instr. 0

f Undistributed income for 2008 Subtract

lines 4d and 5 from line 1. This amount must

be distributed in 2009 27 , 344.7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170(b)(1)(F) or 4942(g)(3) 0 .

8 Excess distributions carryover from 2003

not applied on line 5 or line 7 0 .

9 Excess distributions carryover to 2009

Subtract lines 7 and 8 from line 6a 0 .

10 Analysis of line 9.

a Excess from 2004

b Excess from 2005

c Excess from 2006

d Excess from 2007

a Excess from 2008

Form 990-PF (2008)82358101-02-09

918380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF ( 2008 ) SCHEFFLER FAMILY FOUNDATION 59-2129811 Page 10

Part XIV Private Operating oundations (see instructions and Part VII-A, question 9) N/A

1 a If the foundation has received a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2008, enter the data of the ruling ►

b Check box to indicate whether the foundation is a private ooeratma foundation described in section

2 a Enter the lesser of the adjusted net

income from Part I or the minimum

investment return from Part X for

each year listed

b 85% of line 2a

c Qualifying distributions from Part XII,

line 4 for each year listed

d Amounts included in line 2c not

used directly for active conduct of

exempt activities

e Qualifying distributions made directly

for active conduct of exempt activities.

Subtract line 2d from line 2c3 Complete 3a, b, or c for the

alternative test relied upona "Assets" alternative test - enter:

(1) Value of all assets

(2) Value of assets qualifyingunder section 4942(I)(3)(B)(i)

b "Endowment" alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted

c "Support' alternative test - enter:

(1) Total support other than grossinvestment income (interest,dividends, rents, payments onsecurities loans (section512(a)(5)), or royalties)

(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942(I)(3)(B)(ui)

(3) Largest amount of support from

an exempt organization

( 4 ) Gross investment income

Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assetsat any time during the year-see 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 foundation before the close of any taxyear (but only if they have contributed more than $5,000) (See section 507(d)(2)

NONE

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 orother entity) of which the foundation has a 10% or greater interest

NONE

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

Check here ►0 if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds Ifthe foundation makes gifts, grants, etc. (see instructions) to individuals or organizations 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

SEE ATTACHED

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

SEE ATTACHED

c Any submission deadlines.

SEE ATTACHED

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

SEE ATTACHED

823601 01-02-09 Form 990-PF (2008)

4942(1)(3) or U 4942(f)(5)

Tax year Prior 3 years

(a) 2008 (b) 2007 (c) 2006 (d) 2005 ( a) Total

1018380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF(2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Paae11n

3 Grants and Contributions Paid During the Year or Approved for Future Pa ment

Recipient If recipient is an individual,show any relationship to Foundation Purpose of grant or

Name and address ( home or business ) any foundation manageror substantial contributor

status ofrecipient

contribution Amount

a Paid during the year

SEE STATEMENT 8Total ► 3a 45 , 740.

b Approved for future payment

NONE

Total ► 3b 1 0.823611 01 -02-09 Form 990-PF (2008)

11

18380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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Form 990-PF (2008) S CHEFFLER FAMILY FOUNDATION 59-2129811 Page 12

Part XVI -A Analysis of Income- Producing Activities

Enter

1 Pr(

a

b

c

d

a

f

9

2 Me

3 Int

my

4 Dn

5 No

a

b

8 No

pr

7 Otl

8 Ga

tho

9 No

10 Grp

11 Ott

a

b

C

d

a

12 Subtotal

13 Total . Add line 12, columns (b), (d), and (e) 13 60,135.

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

Part XVI- B Relationship of Activities to the Accomplishment of Exempt Purposes

oss amounts unless otherwise indicated Unrelate d business income Exclu ded b y section 512 , 513 , or 514 ab

gram service revenue

(a)Businesscode

(b)Amount

E^^^„-s'oncode

(d )Amount

( )Related or exemptfunction income

Fees and contracts from government agencies

mbershlp dues and assessments

crest on savings and temporary cash

3stments 14 36 , 489.idends and interest from securities

rental income or (loss) from real estate

Debt-financed property

Not debt-financed property

rental income or (loss) from personal

perty

or investment income 14 19 , 976.n or (loss) from sales of assets other

n inventory

income or (loss) from special events

Iss profit or (loss) from sales of inventory

or revenue.

PRIOR YEAR GRANTS

REFUNDED 3 , 670.

Add columns (b), (d), and (e) 0. 5 6 4 6 5. 3 6 7 0.

1218380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

002109 Form 990-PF (2008)

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Form 990-PF (2008) SCHEFFLER FAMILY FOUNDATION 59-2129811 Pa g e 13Part ?VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No

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

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

(1) Cash la ( l ) X

(2) Other assets la ( 2 ) Xb Other transactions,

(1) Sales of assets to a noncharitable exempt organization lb ( l ) X(2) Purchases of assets from a noncharitable exempt organization lb ( 2 ) X(3) Rental of facilities, equipment, or other assets lb ( 3 ) X

(4) Reimbursement arrangements lb ( 4 ) X

(5) Loans or loan guarantees lb ( 5 ) X

(6) Performance of services or membership or fundraising solicitations lb ( B ) X

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c 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, otor services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, sh

her ass

ow in

ets,

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

N / A

Under penalties of perlu I decl thal v xamined this return, including accompanying schedules and statements and to the best of my knowledge and belief it is true correct,I

and complete Declarrion of preth n taxpayer or fiduciary) is based on all information of which preparer has any knowledge

ir

Signatu re of officer or tr tee

PreparersN

m -a' signature

a a m Rrm'sname (oryours RSM MCGLADRE , INC.COj if self-employed) ' 100 NE THIRD AVENUE , SU

address , andZlPcode FORT LAUDERDALE FL 333

82362201-02-09

18380113 133295 1783858 2008.05030

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described

in section 50 1(c) of the Code ( other than section 501(c)(3 )) or in section 5279 0 Yes OX No

b If "Vas" cmmnleta the fnllnwmn cc.harirdn

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2008 DEPRECIATION AND AMORTIZATION REPORT

FORM 990-PF PAGE 1 990-PF

AssetNo Description

DateAcquired Method Life no

V

LineNo

UnadjustedCost Or Basis

Bus%Excl

Section 179Expense

Reduction InBasis

Basis ForDepreciation

BeginningAccumulatedDepreciation

CurrentSec 179Expense

Current YearDeduction

EndingAccumulatedDepreciation

1 FAX & PRINTER 01/01/95 VAR .000 H 16 869. 869. 869. 0. 869.

2 COMPUTER 09/19/98 VAR .000 H 6 2,426. 2,426. 2,426. 0. 2,426.

* TOTAL 990-PF PG 1 DEPR 3,295. 3,295. 3,295. 0. 3,295.

82811104-25 -08 (D) - Asset disposed ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone

14

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SCHEFFLER FAMILY FOUNDATION 59-2129811

FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1

SOURCE AMOUNT

BANK OF AMERICA 70.CHASE ACCOUNTS 34,025.SUNTRUST ACCOUNTS 2,394.

TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 36,489.

FORM 990-PF OTHER INCOME STATEMENT 2

(A) (B) (C)REVENUE NET INVEST- ADJUSTED

DESCRIPTION PER BOOKS MENT INCOME NET INCOME

VARIOUS MORTGAGES AND NOTES 19,976. 19,976.PRIOR YEAR GRANTS REFUNDED 3,670. 0.

TOTAL TO FORM 990-PF, PART I, LINE 11 23,646. 19,976.

FORM 990-PF ACCOUNTING FEES STATEMENT 3

(A) (B) (C) (D)EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

RSM MCGLADREY INC 4,315. 2,158. 2,157.

TO FORM 990-PF, PG 1, LN 16B 4,315. 2,158. 2,157.

FORM 990-PF TAXES STATEMENT 4

DESCRIPTION

EXCISE TAX 2008

TO FORM 990-PF, PG 1, LN 18

(A) (B) (C) (D)

EXPENSES NET INVEST- ADJUSTED CHARITABLE

PER BOOKS MENT INCOME NET INCOME PURPOSES

965. 0. 0.

965. 0. 0.

15 STATEMENT(S) 1, 2, 3, 4

18380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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•SCHEFFLER FAMILY FOUNDATION 59-2129811

FORM 990-PF OTHER EXPENSES STATEMENT 5

(A) (B) (C) (D)EXPENSES NET INVE ST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

OFFICE EXPENSES 1,105. 552. 553.

TO FORM 990-PF, PG 1, LN 23 1,105. 552. 553.

FORM 990-PF OTHER INVESTMENTS STATEMENT 6

VALUATION FAIR MARKETDESCRIPTION METHOD BOOK VALUE VALUE

MORTGAGE LOANS COST 592,484. 592,484.

TOTAL TO FORM 990-PF, PART II, LINE 13 592,484. 592,484.

FORM 990-PF DEPRECIATION OF ASSETS NOT HELD FOR INVESTMENT STATEMENT 7

COST OR ACCUMULATEDDESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE

FAX & PRINTER 869. 869. 0.COMPUTER 2,426. 2,426. 0.

TOTAL TO FM 990-PF, PART II, LN 14 3,295. 3,295. 0.

16 STATEMENT(S) 5, 6, 7

18380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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SCHEFFLER FAMILY FOUNDATION 59-2129811

FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 8PAID DURING THE YEAR

RECIPIENT NAME AND ADDRESS

ERIKA DIANE ALBRIGHTLAWRENCE, KS 66049

NORMA JACKNISE ALTIDOR

LAUDERDALE LAKES, FL 33309

NATHAN THOMAS BAJANDASIRVING, TX 75062

RACHEL MARIE BEARD

, LAWRENCE, KS 66044

O'DARRIS MARVICE D'HAITI, MIAMI, FL 33161

JUDITH SANTOS FAJARDO

, SYRACUSE, NY 13210

MICHAEL IAN GREGORY

, NASHVILLE, TN 37212

DANIEL EDWARD RAGE, LOS ANGELES, CA 90024

DOMINIQUE MARIE HICKS, TALLAHASSEE, FL 32304

NYCOLE IBANEZ, BOCA RATON, FL 33431

PHILIP NATHAN JACOBSON, NORTHRIDGE, CA 91325

18380113 133295 1783858

RECIPIENT RELATIONSHIP RECIPIENTT 1TT1 flTTT9Tll\n 7 rn nn..nym nm,. mrwn ^^^w^^^^

NONE NONE 690.EDUCATION

NONE NONE 635.EDUCATION

NONE NONE 710.EDUCATION

NONE NONE 520.EDUCATION

NONE NONE 575.EDUCATION

NONE NONE 595.EDUCATION

NONE NONE 750.EDUCATION

NONE NONE 560.EDUCATION

NONE NONE 730.EDUCATION

NONE NONE 460.EDUCATION

NONE NONE 635.EDUCATION

17 STATEMENT(S) 8

2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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•SCHEFFLER FAMILY FOUNDATION

BRUNEL JEAN-PHILIPPE

, MIAMI, FL 33150

MELISSA ANNE JONES

, ANAHEIM, CA 92804

NAOMI JOSEPH

, CORAL SPRINGS, FL 33067

ANTHONY ANDREW LAVIANO

, HOLLYWOOD, FL 33021

RICHARD ANDREW LAVIANO

, RALEIGH, NC 27607

SAMUEL LEE

, RALEIGH, NC 27604

TAMAR.AH MARIA LEE, MIAMI, FL 33169

LISA MARIE MARTINEZ, TUCKER, GA 30084

BRANDON GERALD MCDONALD, JACKSON, MS 39206

JOY LAURA MCDONALD

, JACKSON, MS 39206

LAUREN ASHLEY MCGEHEE, DULUTH, GA 30096

JAMIE MORANCY

, GAINESVILLE, FL 32603

GILES DIONNE PAUL, TALLAHASSEE, FL 32304

18380113 133295 1783858

59-2129811

NONE NONE 440.EDUCATION

NONE NONE 520.EDUCATION

NONE NONE 575.EDUCATION

GRANDSON NONE 690.EDUCATION

GRANDSON NONE 635.EDUCATION

NONE NONE 750.EDUCATION

NONE NONE 675.EDUCATION

NONE NONE 440.EDUCATION

NONE NONE 710.EDUCATION

NONE NONE 690.EDUCATION

NONE NONE 560.EDUCATION

NONE NONE 750.EDUCATION

NONE NONE 595.EDUCATION

18 STATEMENT(S) 82008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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SCHEFFLER FAMILY FOUNDATION 59-2129811

CAROLYN ESTHER SABOGAL' NONE NONE 690., GAINESVILLE, FL 32605 EDUCATION

JAMES AARON SANDLIN NONE NONE 575.ATHENS, GA 30605 EDUCATION

JOHN ANDREW SANDLIN NONE NONE 520.ATHENS, GA 30605 EDUCATION

MARK THOMAS SANDLIN NONE NONE 575.ATHENS, GA 30605 EDUCATION

JAMES RUSSELL SHEHORN NONE NONE 730., MESA, AZ 85203 EDUCATION

MELINDA SOUFFRANT NONE NONE 595., NORTH MIAMI BEACH, FL 33162 EDUCATION

DUDLYNE ST. REMY NONE NONE 655., MIAMI, FL 33169 EDUCATION

LAETITIA TOKWAULU NONE NONE 770., GAINESVILLE, FL 32608 EDUCATION

RICHARD KYLE VAN DER NOORD NONE NONE 500., SIMPSONVILLE, SC 29681 EDUCATION

NATESHA ERMA VINCENT NONE NONE 575., ORLANDO, FL 32811 EDUCATION

SHILOH RUTH WARDEN NONE NONE 675.

, JACKSON, MS 39211 EDUCATION

BRANDON GERALD MCDONALD NONE NONE 550., GAINESVILLE, FL 32605 EDUCATION

NATHAN LEE COMBITHS NONE NONE 385.

, ATLANTA, GA 30602 EDUCATION

19 STATEMENT(S) 818380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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SCHEFFLER FAMILY FOUNDATION

LISA MARIE MARTINEZTUCKER, GA 30084

ERIC LI-WEI CHENATLANTA, GA 30340

JOY LAURA MCDONALDJACKSON, MS 39206

LAUREN ASHLEY MCGEHEEDULUTH, GA 30096

JAMES AARON SANDLINATHENS, GA 30605

JOHN ANDREW SANDLINATHENS, GA 30605

MARK THOMAS LISAND NATHENS, GA 30605

RICHARD KYLE VAN DER NOORDSIMPSONVILLE, SC 29681

JOSEPH AYODELE AKONIGAINESVILLE, FL 32608

ERIKA DIANE ALBRIGHT, TOPEKA, KS 66604

CATHYNA AMERTIS

, MIAMI, FL 33162

RACHEL MARIE BEARD

, TOPEKA, KS 66604

SARAH GRACE BUFORD

MIAMI, FL 33186

18380113 133295 1783858

59-2129811

NONE NONE 450.EDUCATION

NONE NONE 400.EDUCATION

NONE NONE 650.EDUCATION

NONE NONE 500.EDUCATION

NONE NONE 450.EDUCATION

NONE NONE 435.EDUCATION

NONE NONE 385.EDUCATION

NONE NONE 450.EDUCATION

NONE NONE 450.EDUCATION

NONE NONE 485.EDUCATION

NONE NONE 315.EDUCATION

NONE NONE 400.EDUCATION

NONE NONE 415.EDUCATION

20 STATEMENT(S) 8

2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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•SCHEFFLER FAMILY FOUNDATION

REYNOLDS B CANTAVE'

, MIAMI, FL 32611

CARLETHA MARIA CLEMMONS

, POMPANO BEACH, FL 33060

O'DARRIS MARVICE D'HAITI

, MIAMI, FL 33161

JOSSETTE DENIS-DESROSIERS

PALMETTO BAY, FL 33158

CATALINE SHANITHA DUGAZONMIAMI, FL 33179

NANCY ANN DUGAZON

MIAMI, FL 33179

PHILLIP JAMES FITE

AUSTIN, TX 78751

EUSEBIO GASANAPEMBROKE PINES, FL 33024

MICHAREL IAN GREGORY

, NASHVILLE, TN 37212

DOMINIQUE MARIE HICKS, TALLAHASSEE, FL 32304

NYCOLE IBANEZ, ROYAL PALM BEACH, FL 33411

PHILIP NATHAN JACOBSON

, NORTHRIDGE, CA 91325

TADAYA NICOLE JOHNSON, NORTH MIAMI, FL 33161

18380113 133295 1783858

59-2129811

NONE NONE 385.EDUCATION

NONE NONE 535.EDUCATION

NONE NONE 435.EDUCATION

NONE NONE 485.EDUCATION

NONE NONE 535.EDUCATION

NONE NONE 550.EDUCATION

NONE NONE 600.EDUCATION

NONE NONE 465.EDUCATION

NONE NONE 615.EDUCATION

NONE NONE 450.EDUCATION

NONE NONE 350.EDUCATION

NONE NONE 635.EDUCATION

NONE NONE 465.EDUCATION

21 STATEMENT(S) 8

2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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•SLH2FFLER FAMILY FOUNDATION 59-2129811

MELISSA ANNE JONES' NONE NONE 450.AUSTIN, TX 78705 EDUCATION

ANTHONY ANDREW LAVIANO GRANDSON NONE 550., HOLLYWOOD, FL 33021 EDUCATION

TAMARAH MARIA LEE NONE NONE 550., MIAMI, FL 33169 EDUCATION

LOUISIASTE LORISTON NONE NONE 550.MIAMI, FL 33168 EDUCATION

JAMIE MORANCY NONE NONE 600.GAINESVILLE, FL 32603 EDUCATION

BRIAN MASON NELSON NONE NONE 450.MUNCIE, IN 47306 EDUCATION

CHINYERE BLESSING OGAMDI NONE NONE 500.BOCA RATON, FL 33433 EDUCATION

GILES DIONNE PAUL NONE NONE 550., TALLAHASSEE, FL 32304 EDUCATION

MARIA FERNANCA RICO NONE NONE 435.MIAMI, FL 33190 EDUCATION

MARITZA LENA SANCLAMENTE NONE NONE 535., AUSTIN, TX 78745 EDUCATION

MARISSA LYNN SBARDELLA NONE NONE 350., CYPRESS, CA 90630 EDUCATION

JAMES RUSSELL SHEHORN NONE NONE 635., PARADISE VALLEY, AZ 85253 EDUCATION

MELINDA SOUFFRANT NONE NONE 500., NORTH MIAMI BEACH, FL 33162 EDUCATION

22 STATEMENT(S) 818380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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'S'CHEFFLER FAMILY FOUNDATION 59-2129811

DUDLYNE ST. REMY NONE NONE 385., MIAMI, FL 33169 EDUCATION

JOZANN TERMORSHUIZEN NONE NONE 465., GAINESVILLE, FL 32603 EDUCATION

KASSANDRA TIMOTHE NONE NONE 550., TAMPA, FL 33620 EDUCATION

EMMANUELLE TOKWAULU NONE NONE 500., GAINESVILLE, FL 32607 EDUCATION

LAETITIA TOKWAULU NONE NONE 615., GAINESVILLE, FL 32607 EDUCATION

MARCIA KATHLEEN WELK NONE NONE 565., SEATTLE, WA 98105 EDUCATION

TANYEL RESHUNDA WHITE NONE NONE 515., DAVIE, FL 33024 EDUCATION

NAOMI JOSEPH NONE NONE 515., CORAL SPRINGS, FL 33067 EDUCATION

TOTAL TO FORM 990-PF, PART XV, LINE 3A 45,740.

23 STATEMENT(S) 818380113 133295 1783858 2008.05030 SCHEFFLER FAMILY FOUNDATION 17838581

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SCHEFFLER FAMILY FOUNDATION210 Elderberry Circle, Athens, GA 30605 Tel (706) 534-0416 FAX(706)534-0434

Fall 2008 SCHOLARSHIP APPLICATIONDue September 15, 2008

Student's Name (FN) (MN) (LN)

Date of Birth: Soc Sec.#Permanent Mailing ress

E-Mail address-

Home Telephone Number ( ) - Other : ( ) - Cell k ) -Name and address of College or University you will be attending

Year entering or in progress in September (check one) _ Freshman - Sophomore - Junior - Senior

Number of credit hours you will be taking this term, Is this your first application to

Expected annual college expenses( 12 min) "The Scheffler Family Foundation "? (Y/N) _

Semester Semester SemesterTuition $ Books & Supplies: $ Room & Board: $

Other educational grants or loans you expect to receive (source & amount):

Parent and Student Financial Statement:Annual Income: (amount and source)

Major Expenses. other than college:

Family composition:

When not attending school do you live with your parents 7

Explain your need for financial assistance ( You may use additional sheets if necessary)

DO HEREBY CERTIFY THAT THE INFORMATION CONTAINED IN THIS APPLICATION PERTAINING TO INCOME, EMPLOYMENT , EXPENSES AND ASSETS,IS TRUE AND ACCURATE TO THE BEST OF MY/OUR KNOWLEDGE.

The Scheffler Family Foundation reserves the right to reject , withoutnotice , any application that is not le g ible and complete, containing allinformation requested . Student must take 12 credits per semester andmaintain a 2.0 GPA.

PARENT'S SIGNATURE DATE

PARENT'S SIGNATURE DATE

STUDENT'S SIGNATURE DATE

A copy of the following must accompany this application:1. your most receent-Income Tax return complete with all

schedules.2. your parents most recent Income Tax return complete with

all schedules3. a complete copy of your trans g rades.4. Evidence of enrollment for th isnem

ofinc u ing number of

credits).5. Signed " Instructions To Applicant"

All documents must be mailed to the above address with originalsignatures.

app 05-09

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SCHEFFLER FAMILY FOUNDATION210 Elderberry Circle, Athens, GA 30605

TELEPHONE (706) 534-0416FAX (706) 534-0434

November 15, 2008

Dear Applicant:

We wish to inform you that your application for a scholarship has been approved Theenclosed check is awarded to you for the Fall 2008 semester.

The continued renewal of this scholarship depends upon your academic performance andthe availability of scholarship funds. You must maintain a grade point average of at least2 0 and be taking a minimum of 12 credit hours per semester to be considered for renewal.

In order to obtain assistance for the Spring 2009 term, simply send, to us, a copy of yourgrade report for this Fall 2008 term, evidence of enrollment for the Spring 2009 term anda signed copy of this letter Evidence of enrollment must include the number of credits forwhich you are enrolled

Assistance will be awarded based upon grades, work load, financial need, and availabilityof funds. Grades and evidence of enrollment must be received, by us, no later thanJanuary 30,2009. If for some reason this January 30 date is not possible, or causesconflict, or is earlier than your last add/drop date please notify us of the delay, with reason,in writing.

Sincerely yours,

Scheffler Family FoundationTrusteesMr Barton BourdoMr Vincent R. LavianoMr Melvin B. Porter

Applicants Name (Please print) Applicants signature

Applicants Social Security Number Date

Fall 2008

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SCHEFFLER FAMILY FOUNDATION210 Elderberry Circle, Athens, GA 30605

TELEPHONE (706) 534-0416FAX (706) 534-0434

Instructions to applicantsPlease read carefully, sign and return with your application

The Scheff ler Family Foundation is a scholarship fund founded by Jean Ann Scheffler forthe purpose of assisting needy students in their endeavor to achieve a higher education.

Acceptance, qualification, and the continued renewal of this scholarship depends uponyour academic performance, need and the availability of scholarship funds. You mustmaintain a grade point average of at least 2.0 and be taking a minimum of 12 credit hoursper semester to be considered.

In order to obtain assistance for the next Fall term please complete the enclosedapplication and return it, to us, together with a signed copy of this letter, by the dateindicated on the application. Assistance will be awarded based upon grades, work load,financial need, and availability of funds. The application must be received, by us, at theabove address, via USPS no later than the due date indicated Applications, or supportingdocuments, sent by FAX or e-mail will not be accepted nor acknowledged, except by priorarrangement. If for some reason this is impossible please notify us of the delay, withreason, in writing prior to the due date Please follow all instructions on the applicationas incomplete , late, e -mailed or FAXed applications will not be considered norreplied to.

Sincerely yours,

Scheffler Family FoundationTrusteesMr Barton BourdoMr. Vincent R. LavianoMr Melvin B Porter

Applicants Name ( Please print) Applicants signature

Applicants Social Security Number Date

App Letter 08-09