ct -2 • periodic report....form ct -2 trev. 12•971 mail to: registry of charitable trusts p...

17
FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o. Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 PERIODIC REPORT. TO ATTORNEY GENERAL Of CALIFORNIA Section 12586, California Government Code Failure to file this report by the t 5th day of the fifth mollth after the close of your 2cccunting period may result in the ross cfyour tax exemption and the assessment cf a minimum tax cf $BOO plus Interest. ACCOUNTING PERIOD - For the YearBeginning --------· 19 and Ending________ , 19 If address c:honged check here . . . 0 and show c:hanges below T USE THIS PEEL·OFF LABEL ON CT·2 FORMS SUBMITTED. S!cte Charity regisrtation numbe: CT j O I S"j '1 j 7 j 8'j 41 (Ifun~nown, !ecve blank} OS 9184 V' EAR e,~ DE O 12 ./31119 98 L - PEOPLE AGAINST C.At~CER PO SOX 10 - OTHO IA 50 569 • City er town, Slate, and Zf P code Corporate or Or90ni2:alion No. A. Is the organization exempt lrom federal income tax~ 8. If "no", is this entity a split-interest trusti If •no", affix Exhibit A to explainyour Federal tax status . PAR)~ f FILING REQUIREMENTS: CHECK ONE BOX AND ATTACH THE REQUIRED IRS FORMS This entity is not a private foundation. We have attached a completed copy of IRS Form 990 or990EZ, and Schedule A (Form 990) and related attachments (even though we may not berequired tofilethese uniform forms with theIRS). Omit Part HI below. This entity is a private foundation. We have attached a completed copy of IRS Form 990-PF and related attachments. Complete all Parts below. PART IA ACTIVITIES: ENTER AMOUNTS AND CHECK BOX Gross receipts$_____ Total assets$ ____ _ Are the program activities of this entity limited solely to grantmaking?. . . . . . • • • . • • • • • • • • . • . . . . . . PART II STATEMENTS REGARDING THISORGANIZATION DURING THEPERIOD OF THIS REPORT 1 Was 50% or more of your total revenue from government agencies? (See line 1 instructions) • • • . . . • • • . • • • • • • • 1 If "yes", check below thegovernment agencies and thetotal grant amounts received from each. l(a) Federal Q _ • l(b) State a ___ , l(c} City Cl ___ , l{d) County a __ _ 2 Were you audited by any government agency which resulted in audit exceptions in excess of $50,000 being taken?. . • • • • 2 If "yes", attach a copy of the audit report. Enter here the total exceptions ••••••••.•••• 2a $____ _ 3 Did anauditor oraccountant issue a report en your financial statements? • • • • • • • . • . • • • • • • • • • • • • • • • • . 3 If "yes", enter: Accountant's orAuditor's Name _________ Telephone ( )_____ _ Yes No :• .. X Yes No X X 4 Were there any contracts, loans. leases or other financial transactions between the organization and any officer, director or trustee thereof either directly or with an entity in which any such officer, director or trustee had any financial interest? (Exclude the pay- ment of life insurance on an officer ordirector; financing the principal residence of officer: compensation for seivices disclosed on the List of Officers, Directors and Trustees on Form 990, Part V: Form 990EZ. Part IV: orForm 990PF, Part Vil.). • • • • 9 . . . . 4 X If "yes", attach a full explanation. Enter here the amount involved ••••••••••••••••• 4a $ a~.. o D ······· ,·:• 5 Did you transfer or donate anything to an organization that is not tax-exempt under Section 501 (c) (3) or 501 (c) (4) of the IRC? 5 If •-yes", attach a justification of why noncharitable entities receive your charitable property. Enter here thefair market value of the donations. . • . . . . • • . . . . . . • . • • . . . . . . . . . . . . . . . . . • . . . 5a $____ _ 6 Did this organization regularly solicit salvage, sell salvage in a thrift store, orwas it a party to a contract involving the solicitation orsale of salvage? If 0 yes 11 , include amounts onForm 990, line10. • • • • • • • • • • • • • • • • • . • • • . 6 .><.. 'fl, ·••,. ! ... X 7(a) Was there any theft. embezzlement. diversion ormisuse of your charitable property or funds? If "yes", attach a schedule giving a full and complete explanation. • ••••••••••.•••••••••••••••••••••.•••••••••• 7(a) . 'X. 7(b) . Were any of your 9fficers, directors or trustees named in any court action in which it was alleged thatany trust or fiduciary duty was breached? If ''yes", attach a statement giving a full and complete explanation. . . • • • • . • • • • . 7(b) X 7(c)Were there any allegations of theft. embezzlement, diversion, or misuse of funds or property by ~fficers, directors, .,.-.: ·· <:"'. trustees oremployees which were investigated by your organization? If "yes", attach a statement gMng a full and }{.r ~/[; complete explanation. . •.•••..........•.•••••.......•..•.•.•...•..••..•... 7{c) )( 8 Were any organization funds used to pay any penalty, fine orjudgment? • • • • • • • • • • • • • • • • • • • • • • • • • • • . 8 X If "yes". attach a full explanation. Enter here the total amount involved. • • . • • • • • • • • •.• 8~ ... $ ----- Under ~naltios ol periurr, I detlarc, that I bovo oxomined tlri$ report,including accompanying documents, schedules and stotemonts, and to tho host ol my knowledge and &eliaF, it i:s true,correct and complcle. Organization's area code and telephone number { SI~) 9' 7;,.. - '-~l;.l 4 iJ f;-4.M\~ w,·~e \ ?v-ie .;J.ff'\.+ s 1 o!uro O a thorized O Heer Seoinstf,11..ct!!,nsJ... ···- .rrin_!.e~~ome Title ::.~ :_~ !.~ _.;-PAGE-·l Original;;;Mail to: Registry of Charitable Trusts

Upload: others

Post on 20-Aug-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

FORM CT -2 tREV. 12•971

MAIL TO:

Registry of Charitable Trusts P .o. Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021

• PERIODIC REPORT. TO ATTORNEY GENERAL Of CALIFORNIA

Section 12586, California Government Code

Failure to file this report by the t 5th day of the fifth mollth after the close of your 2cccunting period may result in the ross cf your tax exemption and the assessment cf a minimum tax cf $BOO plus Interest.

ACCOUNTING PERIOD - For the Year Beginning --------· 19

and Ending ________ , 19

If address c:honged check here . . . ► 0 and show c:hanges below T

USE THIS PEEL·OFF LABEL ON CT·2 FORMS SUBMITTED. S!cte Charity regisrtation numbe: CT j O I S"j '1 j 7 j 8'j 41

(If un~nown, !ecve blank} • OS 9184 V' EAR e,~ DE O 12 ./31119 98 L

- PEOPLE AGAINST C.At~CER PO SOX 10

- OTHO IA 50 569

• City er town, Slate, and Zf P code •

Corporate or Or90ni2:alion No.

A. Is the organization exempt lrom federal income tax~

8. If "no", is this entity a split-interest trusti If •no", affix Exhibit A to explain your Federal tax status .

PAR)~ f FILING REQUIREMENTS: CHECK ONE BOX AND ATTACH THE REQUIRED IRS FORMS

~ This entity is not a private foundation. We have attached a completed copy of IRS Form 990 or 990EZ, and Schedule A (Form 990) and related attachments (even though we may not be required to file these uniform forms with the IRS). Omit Part HI below.

□ This entity is a private foundation. We have attached a completed copy of IRS Form 990-PF and related attachments. Complete all Parts below.

PART IA ACTIVITIES: ENTER AMOUNTS AND CHECK BOX

Gross receipts$_____ Total assets$ ____ _ Are the program activities of this entity limited solely to grantmaking?. • . . . . . • • • . • • • • • • • • . • . . . . . .

PART II STATEMENTS REGARDING THIS ORGANIZATION DURING THE PERIOD OF THIS REPORT 1 Was 50% or more of your total revenue from government agencies? (See line 1 instructions) • • • . . . • • • . • • • • • • • 1

If "yes", check below the government agencies and the total grant amounts received from each. l(a) Federal Q _ • l(b) State a ___ , l(c} City Cl ___ , l{d) County a __ _

2 Were you audited by any government agency which resulted in audit exceptions in excess of $50,000 being taken?. . • • • • 2 If "yes", attach a copy of the audit report. Enter here the total exceptions ••••••••.•••• 2a $ ____ _

3 Did an auditor or accountant issue a report en your financial statements? • • • • • • • . • . • • • • • • • • • • • • • • • • . 3 If "yes", enter: Accountant's or Auditor's Name _________ Telephone ( ) _____ _

Yes No :• ..

X Yes No

X

X

4 Were there any contracts, loans. leases or other financial transactions between the organization and any officer, director or trustee thereof either directly or with an entity in which any such officer, director or trustee had any financial interest? (Exclude the pay­ment of life insurance on an officer or director; financing the principal residence of officer: compensation for seivices disclosed on the List of Officers, Directors and Trustees on Form 990, Part V: Form 990EZ. Part IV: or Form 990PF, Part Vil.). • • • •

9. . . . 4 X

If "yes", attach a full explanation. Enter here the amount involved ••••••••••••••••• 4a $ a~ .. o D ······ · ,·:• 5 Did you transfer or donate anything to an organization that is not tax-exempt under Section 501 (c) (3) or 501 (c) (4) of the IRC? • 5

If •-yes", attach a justification of why noncharitable entities receive your charitable property. Enter here the fair market value of the donations. . • . . . . • • . . . . . . • . • • . . . . . . . . . . . . . . . . . • . . . 5a $ ____ _

6 Did this organization regularly solicit salvage, sell salvage in a thrift store, or was it a party to a contract involving the solicitation or sale of salvage? If 0 yes11

, include amounts on Form 990, line 10. • • • • • • • • • • • • • • • • • . • • • . 6

.><..

'fl, ·••,. ! ...

X 7(a) Was there any theft. embezzlement. diversion or misuse of your charitable property or funds? If "yes", attach a schedule

giving a full and complete explanation. • ••••••••••.•••••••••••••••••••••.•••••••••• 7(a) . 'X. 7(b) . Were any of your 9fficers, directors or trustees named in any court action in which it was alleged that any trust or

fiduciary duty was breached? If ''yes", attach a statement giving a full and complete explanation. . . • • • • . • • • • . 7(b) X 7(c) Were there any allegations of theft. embezzlement, diversion, or misuse of funds or property by ~fficers, directors, .,.-.: ·· <:"'.

trustees or employees which were investigated by your organization? If "yes", attach a statement gMng a full and }{.r ~/[; complete explanation. . •.•••..........•.•••••.......•..•.•.•...•..••..•... 7{c) )(

8 Were any organization funds used to pay any penalty, fine or judgment? • • • • • • • • • • • • • • • • • • • • • • • • • • • . 8 X If "yes". attach a full explanation. Enter here the total amount involved. • • . • • • • • • • • •. • 8~ ... $ -----

Under ~naltios ol periurr, I detlarc, that I bovo oxomined tlri$ report, including accompanying documents, schedules and stotemonts, and to tho host ol my knowledge and &eliaF, it i:s true, correct and complcle.

Organization's area code and telephone number { SI~) 9' 7;,.. - '-~l;.l4 iJ f;-4.M\~ w,·~e \ ?v-ie .;J.ff'\.+ s

1 o!uro O a thorized O Heer Seo instf,11..ct!!,nsJ... ···- • .rrin_!.e~~ome Title ~ ::.~ :_~ !.~ _.;-PAGE-·l Original;;;Mail to: Registry of Charitable Trusts

Page 2: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

I

R::". ,,, f • • :c....t;;·~ ..... "'r:,.~, . .-?~r ~·!:" :' 1~· r ."' r

.,, ·'a..#J ,. ~,,.,.

MA;·;/ lifs:~ 9 Did a fundraising consultant or commercial fundraiser receive any payment from you, or retain any moni;ltrom

fundraising on your behalf?. • • • • • • • • • • • • • . . • • • • • • • • • _ • • • • • • • • • • • • • • • . . • • • • • • • 9 If "yes", complete Part IV (Form CT-2).

10 Did your invested assets total $50,000 or more? If "yes", complete Part V (form CT-2) (See line 12 instructions) •••••• 10 11 Did you receive any income from any bingo game? .•••••••••.••••••.•••••••••••••••••.••• 11

If "yes", enter here and on Form 990, line 9a, the gross receipts provided by all bingo players before deductions for any costs or prizes, whether or not all gross receipts were received by your organization .• 11a $ ____ _

12 Employee compensation of the five highest paid employees: {a} Did any individual employee receive salary plus employer contribution to employee benefit plans, expense

account or other allowance in excess of $100,000? ••••....•.••••••...•.•.•..••.••.•••. 12a (b} Other than salary, was compensation, bonuses or other benefits not listed in (a) above of $10,000 or more,

paid any employee? • • • • • • • • • • • • • • • • • • • • • • . . . • . • • • • • . • • • . • • • • • • • • • • • . • • • 12b (c} Did any employee receive the benefit of a residence for personal use which was owned or leased by the

t---+---t

i--+----1

organization? •••.••••••••••••••.•••••••••.• _ • • . • • • • • • • • • • • •••.•••••. 12c i-- .............

(d) Did the organization lease, rent or purchase any equipment, property, or facility to or from an employee or any business entity in which the employee had any financial interest? ••••••••••••••••••••••••• 12d i--+---c

If ''yes", enter here the total amount involved. • . • • • • • • • • • • • • • • • • • • . • • • 12d $ ____ _ (e) Did the organization make any loans in excess of $5,000 to any employee? ••••••••••••••••••••••• 12e i--+----4

If any of questions 12(a},(b),(c),(d) or (e) are answered .. yes", attach specific details to fully explain any .. yes" response and fully complete Part I, Schedule A (Form 990).

13 Did you make payments totalling over $50,000 to any independent consultants or contractors other than for (a) fundraising, {b) accounting, (c) legal fees, (d} investment fees? • • • • • • • • • • • • • • • • • • • • . • • . . . . . • 13

If ''yes", either complete Part II of Schedule A (Form 990) for the five highest paid regardless of the amounts. or. attach a similar schedule of names, addresses, type of service and amounts. Enter here the total of all payments to all independent contractors.. • • • • • • • • • ••• • 13a $ ____ _

14 If you incurred or paid any of the following taxes and/or related penalties, enter the amounts in blanks provided.

Tax Penalty a. Payroll • • • • • • • • • • • • • • • • • • • • . • • • • • • • . . • • • • 14a b. Sales (on items you sold) • • • • • • • • • • • • • • • • • • . • . • • • 14b I c. Personal Property • • • • • • • • • • • • • • • • • • • • • • • • • . • • • 14c d. Real Estate. . . . • . . . . . . . . . . • . • . . . • • • . . . . . . . . 14d e. Unrelated Business Income • • • • • • • • • • • • • • • • • • • • • • • • 14e

15 Were you named as a beneficiary to receive a portion of commercial transactions (commercial co-ventures, joint venture marketing, or cause-related marketing)? ••••••••••••••••••••••••.••••••••••. 15 If ''yes", enter here the gross amount received •••••••••••••••••••••.••.• . 15a $ ____ _

PAGE2 •

Page 3: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

,7 I I

PART HI ADDITIONAL INFORMA FROM PRIVATE FOUNDATIONS ONLY

Yes No 16 Did you file a Form 4720 with the Internal Revenue Service? •••.••••••••••••.•••••••••••• 16 X

If .. yes", attach a copy of Ferm 4720 and enter here the amount of total taxes paid with that return ••.•••• l&a ____ _

PART IV FUNDRAJSING CONSULTANT OR COMMERCIAL FUNDRAISER (FC•CFR) (SEE QUESTION 9) tJ/i

17 Brief Description of Campaign, Drive, Event, or Services

18 Date or Period Covered 19 Name of FC-CFR

20 Address of FC-CFR

ACTIVITY #1 ACTIVITY #2 ACTIVITY 113••

21 22 23 24

~ On line 21, do not dedud any costs from gross donations • .. NOTE: If more than three activities, attach c schedule using the scme format end include amounts in Part IV totals.

PART V SUMMARY OF INVESTMENTS TOTALING $50,000 OR MORE (SEE QUESTION 1 OJ 25 Securities, beginning of year at cost • • . • . • • • • . • . . . • • • • . • • • • • • • • • • • • • • • . • . • • • . • • 25 ____ _ 26 Securities acquired, at cost or original basis. . • . • . . . • • • • • . • . . . • • • . . . . . • . . • • • . . . . . • • 26 ____ _ 27 Securities sold, at cost or original basis (may include sales expenses) •.......•......•.•..•..•. 27 _____ _ 28 Securities, end of year at cost • • • . • . • . • . • • • . • . • • • • • • • • • • . • . • • . • • • • • • • . . • • • • • 28 ____ _ 29 Securities, end of year at market value • • • • • • • • • • . • • • • • . • • • • . • • • • • • • . • • • • • • • • • • • 29 ____ _ 30 Sum of all gains on sales during the year. • • • • • . • • . • • • • . • . • • • • • • • • • • • . • • • • • • • • • • • 30 ____ _ 31 Sum of all losses on sales during the year • • . • • • . . . . • . • . . . • . • • • • . . . . • . • . • . . . . . . •• 3.1 _____ _ 32 Dividends and interest from securities (990, line 5 or 990-PF, Part I, line 4, column (a)) • • • • • • . • . • • • • • • 32 ____ _ 33 Total return realized (line 65 less line 66, plus line 67) • .. • • • • . • • • • • • • • • • • • • • • • . • . . • • • • • 33 ____ _ 34 Less all fees, salaries, and other costs incurred to earn investment income • . • . • • • • • . • . • • • • . • • • • . 34 ------35 Net return realized from investments in securities (line 68 less line 69) • • • • • • • . • • . . . • • • • • • . • . • • 35 ____ _

Has tills organization engaged in, purchased, sold or held during the year: 36 Investments (any type) which produce no current income?. . . . • • • • . . • . . . . . . . . . . . . • • . . • • . . • 36 37 Investments (any type) worth one half or less of original basis? •••.••...••••.••••.••••••••• 37 38 ·securities on margin? • • • • • . • • • • • • • • • . • • • . • • • • • • • . • . • • • • • • . . . . • • • • • • • • • • 38 39 Warrants, puts, calls, options, commodity futures, or short safes? •••••••••••••••••••••••••••• 39 40 Stocks rated "Speculative Grade" by Moody's, or ranked "B-0 or lower by Standard & Poor's?. . • . • . . . . • . • • 40 41 Securities not publicly traded? . • • • • • • • • • • . • . • . • • • • • . • . • • • . • • • . • • . • • • . • • • • • • . 41 42 Municipal bonds or similar tax-exempt securities which yield less than taxable securities? . . . . . . . . . . . . • • . 42 43 Stock in which an officer, directer or trustee owns 10% or more of the outstanding shares?. . . • . • • • . • • • . • 43

rf "'yes" on any line from 36-43, attach o fulf explanation including original basis and current value.

PAGE 3, Original-Mail to: Registr,i of Charitable Trusts

Yes No

Page 4: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Fann 990 Return Arganization Exempt From 1n&e Tax Under section 501(c) of the Internal Revenue Code (except black lung benefit trust or private foundation) or section 4947(a)(1} nonexempt charitable trust

0MB No. 1545-0047

~@98 lhlsFonn ts

Depa,tmetit cf the Treasu,y Open to Public 1ntema1 RftOnUO Satvico Note: The c,rganization may hawt to use a coov of this retum to satisfy state rer:,orting requimments. Inspection

A For the 1998 calenda OR tax . d begfn in 1998, d ndi ryear. yearpeno n g . an e Hlff , 19

B Ctieeklf: OChal'lgeotackfress 0 tnitialretum

0 Final ret:um 0 Amended return

(requited also ror state repoJting}

Pllne usolRS labdor prinlor ~ Seo

Sotdftc ltr&wc• dons.

C Name of o,ganizatlcn .D Employer klentfflcatlon number

°t'I!,, D \ e A-:,ci ~-rt::rr Ca.•l\u_· r ,- Cr.t.l--13on.r> ~.? r:; -- Ir'\(.

Nllfflbet and street (of P.O. box if mail Is not delivered to street ~ess, Rocrn/sui1e E Tolephono number

'PO eo·" 10 ~1'5°-~1r.J. - 4t! •.1--: I City er town. state or countiy. snd ZIP+4 F Check ► 0 if axomption application ".'H·Y'\., :-:-.~,.,):,... ~o~ t..~ -MIO is pending

G Type of o,ganlzatlon-~ Exempt under section 501(c)( .3 ) ◄ (Insert number) OR ► D section 4947(aK1) nonexempt charitable trust Note: Section S01(cJ(3J e,compt organizations and 4947(aJ(1J nonaxompt chlllltable trmts MUST attach a completed Schedule A (Form 990).

H{o) Is this a group return flied for affiliates? • • • • • • • • • • D Yes e No t If ellh8r box in H Is checked "Yes,. enler rour-dlglt group

exemption nwnber (GEN} ► .......................... . (b} If -ves.• enter the numoer of affiliates for which this retum is filed:. • ► ___ _ (c} Is tllis a separate retum fifed by an organization covered by a gn:,up nlfing? D Yes Ho

J Accounting method: J8!. C8sh O Accrual D Other (specify) ►

K 0'IGCk here ► D if the organization's gross recoip~ are normally not mete than $25.000. The org:anlZatlon need not file a return v.ilh the IRS: but if it received a Form 990 Package in ttte ma!I, tt should file a return with1x4 financial cfala. Some states requite a complete rotllm.

Noto: Form 990-EZ may be used by o,ganlmtions with g,oss receipts less than $100,000 end total &$Sets less than $250.000 at end of year.

Revenue, Ex enses and Chan es in Net Assets or Fund Balances See S ific Instructions on a e 13. 1 Contributions. gifts, grants. and similar amounts received: a Direct public support • • • • • • • • • ...,_.1a;;;;..+--=-~-----..-.... ----b Indirect public support • • • • • • • • • • • • ...,1_b ______ _ c Government contributions (grants) • • • • • • • • ......,1c....._ ______ _ d Total (add lines ta through 1c) (attach schedule of contributors)

(cash $ _ _u.~:L y_:::;:_q__ noncash S ____ _, . • • . . . . . 2 Program service revenue including government fees and contracts (from Part VII, line 93) 3 Membership duos and assessments • • • • • • 4 Interest on savings and tempora,y cash investments 5 Dividends and Interest from securities 6a Gross rents • • • • • • • • • • • • • • 6a

b Less: rental expenses • • • • • • • • • • • 6b c Net rental Income or Qoss) (subtract line 6b from line 6a) •

i 7 Other investment income (describe ► (A) Securities CB) Other

: 8a Gross amount from safe of assets otheri--__;...;.,_ ___ _,.__+---------i ~ than inventory • • • • • • • • , 1--------+----1--------

b Less: cost or other basis and sales expenses. ~-----+8~b 4 ______ _ c Gain or Qoss) (attach schedule) • • • • '-- _________ ._ac ___ ,__ _____ _ d Net gain or Ooss) (combine iine 8c, columns (A) and (8))

9 Special events and activities (attach schedule) a Gross revenue (not Including$ ________ of

contributions reported on line 1a} • • . • • a-,:::;9a=-i--------b Less: direct expenses other 1han fundralsing expenses • 1-9::;.:b;..i... _____ _ c Net income or Ooss) from special events (subtract line 9b from line 9a) • • • • •

1oa Gross sales of inventory. less returns and allowances • • .,.1:.;::0;::.a+-------

.... 1 ... d--1-___ a!c:J. tJ ,-0 2 3 4 ti-0 .:-5

b Less: cost of goods sold • • • • • • • • • • • • ._1;.;;;0_b..,__ _____ _ c Gross j)fOflt or (loss) from sales of inventory (attach schedule) (subtract line 10b from fine 1 Da) • i,..:

1:.::0c~--------11 Other re\lt.nue (from Part VII, line 103) • • • • • • • • • • i,.-.;.11.;..+ __ ~--~~--12 Total revenue (add lines 1d. 2, 3, 4, 5, 6c, 7, 8d. 9c. 10c. and 11} • 12 ~ 1 ?. ~ .~ 13 Program services (from line 44, column (8)) ....... 13----+-___ .. _n . .l:'.1 :. "-"! i

: 14 Management and general (from !Ina 44, column (C)) • 14 :::'o : · ·. ·.;. i 15 Fundraising (from line 44, column (0)) • • • • i-..:.:15=-1---------~ 16 Payments to affiliates (attach schedule) • . • . • µ16=+--~--~~~--

17 Total e,q>er.ses (add lines 16 and 44, column (A)) • 17

i 18 Excess or (deficit) for the year (subtract line 17 from line 12) • 1-1.;;.;8:::...----~ ....... =----

J 19 Net assets or fund balances at beginning of year (from line 73, column {A)} • • i-:,:19:..+----.-:...:.....:..:....-----

~ 20 Other changes in net assets or fund balances (attach explanation) • • • i-=20:::...+-------:-~--z 21 Net assets or fund balances at end of ear combine rmes 18. 19, and 20 21 • ._ ,....._~ !

For Papeiwork Reduction Act Notice, see page 1 of tho separate fnstructlana. cat. No. 112S2Y Ferm 990 ( 1998i

I

Page 5: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Fonn 990 (1998) r--------------i Page 2 Statement of · lions ITIISt complete column (A). Columns (8), (C), an are required tor section 501(c)(3) and (4) organizations Functional Expenses and section 4947(aK1) nonexempt charitabfe trusts but optional for others. (See Specmc Instructions on page 17.)

Do not Include amounts reported on line CA> Total (BJ Program 6b, Bb, 9b, 10b, or 16 of Part I. services

22 Grants and allocations (attach schedule) • (cash$ ______ nor.cash $ ____ _,

23 Specific assistance to individuals (attach schedule) 24 Benefits paid lo or for members (attach schedule). 25 Compensation of officers, directors, etc. 26 Other salaries and wages • • 27 Pension plan contributions 28 Other employee benefits • 29 Payroll taxes • 30 Professional fundralsing fees • 31 Accounting fees 32 Legal fees

33 Supplies 34 Teiephone 35 Postage and shipping 36 Occupancy 37 Equipment rental and maintenance • 38 Printing and publications • 39 Travel 40 Conferences, conventions, and meetings • 41 Interest • 42 Depreciation, depletion, etc. ~ttach sch~ule) 43 Other expenses ~temize): a •• S::'!-:-~.!.'.!.\i-.•..

b Ct".lfl:.,!t. !+;Ill_; - ~:·(''.;::;' ...................... ... <"',~ -1 -·-h1 ,-; .. , 1 r,, .. .;. C -"' ..... s:: .................. '..w •.•..•.....•..•.....•..••...

d ',(-f ;,, .... t; ::-· .. : ~~--·"1::c .................•..... e ,:::f\--;.11.:r•.vt.'. ~- ...................... .

44 Total rmctlonal expenses (add tines 22 tlmlgh 43) Organizations completing columns (BJ-{D. carry these totals to lines 13·15

22 23 24 25 26 27 28 29 30 31 ()

32 0 33 34 35 36 37 38 39 40 41 42 43a 43b 43c 43d 43e

44 ~\9 1 I Reporting of Joint Cost&-Did you report in column (B) (Program services) any joint costs from a combined educational campaign and fundraising solicitation? . • • • • • • • • • • • • • • ► 0 Yes Jg' No If •ves," enter (I) the aggregate amount of these Joint costs$. _____ ; 00 the amount allocated to Program services $. ____ _

Oli) the amount allocated to Mana ement and neral S ; and (Iv) the amount allocated to Fundraising $

Statement of Pro ram Service Aecom lishments See S ecific Instructions on a e 20. What ls the organization's primary exemot purpose? ►............ .. . . . . ............ .. .. . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . Program Service

• . Expenses All organizations must describe their exempt purpose achievements rn a clear and concise manner. State , number (Requlled tor S01[cl!3) and of clients served, publications Issued, etc. Discuss achievements that are not measurable. (Section 501 (ch and (4) (~ o~~ii a

1nd 4~7\a/11 I

organizations and 4947(a){1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.) us • 0~~,w or

a .... .'~'rJ•-dlA. ~ ,:. .... '~CJ)Cd .................................................................................. .

(Grants and allocations $ ) .. 4·.:,.? (' b .... ":Jt-.1\/" ,~ -~: , •• l\i"ttt.!" ½ t:' .................................................................................... .

(Grants and allocations $ )

C ••• ::::.·· h~ '·" '' t Cc,. •• ,,.!.; .. ,'.,•,-cl .••.............••.....• -·-· ····--·-·······----· ------·······. --------·---------...•.

_·_··_-·_-_·_··_··_· _· _··_·_··_··_··_-·_··_--_______ (G_ra_n_ts_an_d_al_lo_ca_ti_·o_ns __ s __________ )--t~_,<j.,~ ~ ..... LI d .......................................................................................................................... .

• • • • • • • • • • • • • (Grants and allocations $ )

e Other pro ram services (attach schedule) Grants and allocations $ ) f Total of Program Service Expenses (should equal line 44, column (8). Program services) • • • • • ►

··~! ··: ··~ -~ ·-.-.... ·•-.. ··. --··

Page 6: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Focm 990 (199B) • • Page 3

ifflliti Balance Sheets (See Specific Instructions on page 20.)

Noto: Whe,a required, attached St:hedules and amounts within the description column should be for end-of•yesr amounts only.

a_.• .(A) f (BJ ""'1:t1nnin9 o year End of year

45 Cash-non-interest-bearing • • • • • • • • 46 Savings anct temporary cash investments • • • •

1---':)"--<-f .... ,.,,._::_•:-.:.i)_4-,:45::....i!-~"' .... ·:..;;c:'::....i..,k..Q__

47a Accounts receivable • • • • • • • b Less: allowance for doubtful accounts •

48a Pledges receivable • • • • • • • b Less: allowance for doubtful accounts •

49 Grants receivabre • • • • • • • •

47a 47b

48a 48b

50 Receivables from officers, directors, trustees, and key employees (attach schedule) • • • . • • • • • • • . • . •

51a Other notes and loans receivable (attach

1--------- 46

I I m II I m

-; schedule). • • • • • • • • • • ...s .... 1 __ a ______ _ t b Less: allowance for doubtful accounts • • ,._5;;..;1;.::b;.i.._ _____ ~-------.::.:="""--------52 Inventories for sale or use • • • • • •

m 53 Prepaid expenses and defened charges 54 Investments-securities (attach schedule) 55a Investments-land, buifdfngs, and

equipment: basis • • . • • • 55a ..., t.1-lo I m b Less: accumulated depreciation (attach

schedule). • • • • • • • • ...,55 ... b ______ ~ ____ \ ___ O_c::J __ _., _ __.~,;.,..;...,____,_=...._--,:.....i,~=---

~ 56 Investments-other (attach schedule) • • 57a Land, buildings, and equipment basis • • .._57......,a..,_ _____ __.

b Less: accumulated depreciation (attach schedule). • • • • • • • • • • . ,_57......_b......, _____ +--------+,;57=c+-------

58 Other assels {describe ► ____________ 58

-t--s .... 9_ ........ __ ;.;;.;..;~=,_;.;;;~,;...;;.;;.;..;;;,.r.;,;..;;;.;;;c..i;.;.;,;..;;.;..;.,;;i;:;:;;...;;.;.;;.;;;..;;.....:..:.......:..-=-.:.....1---4~1~...;'~i:-..;.'1..;_~.::59~--·,./ 0C ~ -r

60 Accounts payable and accrued expenses . • . 60 61 Grants payable • • • • • • • • • 61

0 62 Deferred revenue • • • • • • • • • 62 --=<D 63 Loans from officers, directois, trustees, and key employees (attach i schedule). • • • • • • • • • • • • • • • :::; 64a Tax-exempt bond liabilities {attach schedule) • • • •

63 64a

b Mortgages and other notes payable {attach schedule) • • • • • 64b

65 Other liabilities {describe ►------------ 65

-1-e_s_11_o_ta_l_lla_b_il_lti_es---'-a_dd ....... lin_e_s_6_0 th ....... ro .... uM,h_65)_.._ ... • _,;;,.• -·---·--· -·---· ....... • __ • -·-+-----0---__ 66 Organizations thatfotrow SFAS 117, check here ► 0 and complete lines

: 67 through 69 and lines 73 and 74. ~ 67 Unrestricted. • • • ,; 68 Temporarily restricted • • • • • m 69 Permanently restricted • • • • • • • • • • • • • •

i Organizations that do not folfow SFAS 117, check here ► tKJ and i complete lines 70 through 7 4.

,.,

~ 70 Capital stock, trust principal, or current funds • • • • • • 1-------~....:.;::;..i,..--- ··----

'§ 71 Paid-in or capital surplus, or land, bulldlng. and equipment fund • • ;; 72 Retained earnings, endowment, accumulated Income, or other funds ,___.....,_________ ... l±'lle"--11 c 73 Total net assets or fund balances (add lines 67 through 69 OR lines i 70 through 72; column (A) must equal line 19 and column (B) must

equal line 21) • • • • • • • • • • • • • • • • • • • 4-4., 'a -1 l. • ~-•-,

74 Total llabDltles and net assets / fund balances add !Ines 66 and 7 4 <. i ·· --r '- :"' 7 Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a

particular organization. How the public perceives an organization in such cases may be determined by the Information presented on its return. Therefore, please make sure the return Is complete and accurate and fully describes. in Part 111, the organizatfon's :-,··.•c:11,,,e ::11~1 nc-eomplls.'1ments

Page 7: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Fonn 990 (1998) Page 4 Reconciliation of Revenue per Audited Reconciliation of Expenses per Audited F'mancial Statements with Revenue per Financial Statements with Expenses per Return (See Specific Instructions, page 22.) Return ~----------------,.....,,,

a Total revenue, gains, and other support Total expenses and losses per " per audited financial statements • • ► a audited financlaJ statements • • ►

b Amounts included on line a but not on Amounts included on line a but not line 12, Form 990: on line 17, Form 990:

(1) Net unrealized gains (1) Donated services on investments • • _S_____ and use of facilities _$ ____ _

(2) Donated services (2) Prior year acfjUSbnents and use of facilities _s_____ reported on line 20,

(3) Recoveries of prior Form 990 • • • • __ s ____ _ year gra."lts • • • _s_____ (3) Losses reported on

(4) Other (specify): line 20, Fonn 990 • __,$ ___ _

s

c Line a minus line b. . . . d Amounts included on line 12,

Form 990 but not on line a:

(1) fnvestment expenses not included en line 6b, Fonn 990 • • • _s ___ _

(2) Other (specify):

$

(4) Other (specify):

$

Add amounts on lines (1) through (4)► Une a minus line b • • • • • ► Amounts included on line 17, Form 990 but not on line a:

(1) Investment expenses not included on rine 6b, Form 990. • • .;:;$ ____ _

(2) Other (specify):

$

Add amounts on lines (1) and (2) ► d o Add amounts on lines (1) and (2) ► d O

e Total revenue per line 12, Form 990 e Total expenses per llne 17, Form 990 ,--lne c lus line • • • • • • ► o ine c lus Una • • • • • ► e a,1.,.qc1 r. ....

List of Officers, Directors, Trustees, and Key Employees (Ust each one even if not compensated; see Specific Instructions on page 22.)

,11., Name and address (B) Tltle and average hours per '"" week devoted to position

(CJ COmponsallon IDl~lo (E) Expense (tfnol~~,entCIC' =~' account and othor

allowances

?.J'\'7.DY· C' b

('.) .::, :;,

t ict f't.{ 0 ,"'

75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your O Vies lofNo organization and au related organizations, of which more than $10iQOO was provided by the related organizations? ► A If "Yes," attach schedule-see Specific Instructions on page 22.

~·-= ::-: ,.:::_ -~ -~ ·•~ .. ,: ~=! !"! ~--~ ____ ...... :- .:... ·- .... • •••.• ,•· ......

Page 8: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Ferm 990 (1998)

Other Info 76 Did the organization engage in BIi'/ activity riot previously reported to lh9 IRS? If -Yes,• attach a detailed clesaipticn of each activity • 77 Were any Changes made in the organizing or governing documents but not reported to the IRS? • •

If NYes." attach a conformed copy of the changes. 78a Did the organ_ization have unrelated business gross income of $1,000 or more during the year covered by this return?.

b If .. Yes," has it filed a tax retum on Form 990-T for this year? • . • • • • • • • • • • • • • 79 Was there a liquidation. dissolution, termination, or substantial contraction d1.oring the year? If •ves: attach a statement 80a Is the organization related (other than by association with a statewide or nationwide organiZation) through common

membership, governing bodies, trustees. officers, etc., to any other exemp1 or nonexempt organization? • • • b If NYes," enter the name of the organization ► ................................................................... .

.................................................... and check whether it is D exempt OR D nonexempt 81 a Enter the amount of political expenditures. direct or Indirect. as described in the

instructions for line 81. . • . . • . • • . • • . . . • • . • • 81 a ~ b Did the organization file Form 1120-POL for this year?. . • • • • • • .

82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? • . • • • • • • • • • • • • • • • • • . •

b If •ves.• you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part 11. (See instructions for reporting in Part Ill.). • • • • • • • , • • • • • • • • • • • • • • • • _.82b......,.,__ ____ ___

83a Cid the organization comply with the public inspection requirements for returns and exemption applications? b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? • •

84a Did the organization solicit any contributions or gifts that were not tax deductible? • • • • • • • • b Jf 11Yes,., did the organization include with every solicitation an express statement that such contributions

or gifts were not tax deductible? • • • • • • • . • • • • • • • • . • • 85 501(cJ(4J, (5), or (6) organizations.-a Were substantially all dues nondeductible by members? • • • • • • •

b Did the organization make only in-house lobbying expenditures of $2,000 or less? • . • • . • • • If NYes" was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a waiver for proxy tax owed for the prior year.

c Dues. assessments, and similar amounts from members • . • • • ,..85 ....... c..,_ _____ _ d Section 162(e) lobbying and political expenditures • . • • • • • • .,_85 ___ d ______ _ e Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices i-85e=+-------f Taxable amount of lobbying and politicaf expenditures Qlne 85d less 85e} ._85_,_,f .._ _____ _ g Does the organization elect to pay the section 6033(e) tax on the amount in 85f?. • • • • • • • • h tf section 6033{eK1)(A) dues notices were sent, doeS the organization agree to add the amount in 8Sf to its reasonable

estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?. 86 501(c)(7} organizations.-Enter: a Initiation fees and capital contributions included on

line 12 • • • • • • • • • • • • • • • • • • • • • • ... s ... 6_,a+-------b Gross receipts, included on line 12, for public use of club facilities. • ..,.8_6 __ b+-------

87 501(c)(12) organizations.-Enter: a Gross income from members or shareholders • • • • • • • • • ,__8_7 __ a..,_. _____ _ b Gross income from other sources. (Do not net amounts due or paid to other

sources against amounts due or received from them.) • • • • • • • • • ...B .. 7b__,_ _____ _ 88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or

partnership? If "Yes ... complete Part IX • • • • • • • • • • • • • • • • • • • • • 89a 501{c){3) organizations.-Enter: Amount of tax imposed on the organization during the year under:

section 4911 ►------ ; section 4912 ►------ ; section 4955 ►-----­b 501(c)(3) and 501(c)(4) o,yanizations.-Dld the organization engage in any section 4958 excess benefit

transaction during the year? If "Yes," attach a statement explaining each transaction • • • • • • •

Page 5 Yes No

c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955. and 4958. • • • • • • • • • • • • • • • • • • • • • . • ► a

d Enter. Amount of tax on line 89c. above. reimbursed by the organi~on. • • • • • • • • • ► O 90a List the states with which a copy of this return is flied ► ... CL\l:t.D..t:".n!.~ .................................................. .

b Number of empfoyees employed in the pjlY period thavnctudes March 12, 1998 (See instructions.) • • ... I 90 ___ b.._i __ """!"'""

91 The books are in c;are of ► ... F.:f.'.Q..Y).~ • .w.:!l!v.~............................ Telephone no. ► (5:°L:":1~:.i~:.:E1.~::.I.. 92 ~~=~a: 4~:r(a)(1j~~;;;;~;;;·~;;t~;;·~;}1~~t~;;;,·99jii~·i;;~·~;·~;;;, 1;!~.:;h~ck·h;~::!~~-~-•~:~_i:]·:··:·►··□

and enter the amount of tax-exempt Interest rocelved or accrued during the tax year • . ► t 92 I

.............. _.,. '-:::J ••• ••; ••"•••• ·•"-A,~ ·• ·: ..... !!~- - w

Page 9: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Form 990 (t99~B)~-~~~--......i Analysis of Income-

Enter gross amounts unress otherwise indicated. 93 Program service revenue:

~• ,• - t \• •• I

8 v1:ff'("':"' r,.to•.·~ ·. •J{f'"lt''':"' b .

Pai,e 6

Unrelated business Income Exduded by section 512. 513, or 514

.w ~ ~ ~ Busi'less cede Amount Exclusion code Amount

C--------------t-----+-----+-----1-------&.-----d ______________ ,_ ___ -+-----+-----1-------&.-----8--------------t-----+------f-----1--------J.-----f Medicare/Medicaid payments • • • • • • g Fees and contracts from government agencies

94 Membership dues and asseS$ments • • • 95 Interest on savings and temporary cash investments 96 Dividends and interest from securities • • 97 Net rental Income or (loss) from real estate:

a debt•financed property • • • • • • • • b not debt-financed property • • • • • • •

98 Net rental income or (loss) from personal property 99 Other investment Income • • • • • • •

100 Gain or (loss) from safes of assets other than inventory 101 Net income or {loss) from special events • • 102 Gross profit or {loss) from sales of Inventory • 103 Other revenue: a ________ t-----+------+-----4------i-----

b C

d e

104 Subtotal (add columns (B}, (0), and {E)) 105 Total {add line 104, columns (B), (O}, and (E)) • • • • • • • • • • • • • • • • ► Nate: (Line 105 plus line 1d, Part I, should equal the amount on line 12, Patt I.)

Relationship of Activities to the Accomplishment of Exempt Purposes (See Specific Instructions an page 28.)

..J

Information Regarding Taxable Subsidiaries (Co lete this Part if the "Yes" box on line 88 is checked.) Name, address, and employer identifrc:ation

number of corporation or pa,mership Percentage of

ownership Interest Natun, of

business activities Total

im:ome End-of-year

assets

Please Sign Here

Paid

% % % %

Uncfar penllllle$ of pe,jutY, I declat8 that I have examlnOd this retum, Including~ schoc:kJles and statements, and to the best of my knOwledge and belief, It Is tn.re, correct. and comJiate. Declaration of praparer (other than cfflcar) Is based on all lnfonnation cf which preswer haS any knowfedge. [See General lnsttuctlon U, on page 12.)

► Signature of cfflcer Date

Preparer's 1--;;..__.!..,..__,l.,,p::.~=~..l..J.~~~=------1.~.;.;:.:....:.;.......:..J1--1-=:::!::2:.::.::;...:::::,..._.:..:::.::;,._.::.;~:;..!.::::..:-

Use Only

I

Page 10: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

SCHEDULE A (Form 990)

Orga.tion Exempt Under Section .(c)(3) (Except Private Foundation) aTICI Soctlon 501(0), 501(f), 501(k),

501(n), or Section 4947{a)(1) Nonexempt Charltablo Trust Supplementary lnfonnation

Dc,patlment o11no Troasi,y Seo ~ [ns1nictlans. 1n1cm&1 Ravenuo ~ ► Must be completed by the above organizations and attached to their Form 990 or 990-EZ.

OMBNo.1~7

1@98 Name of the organlzaticn Employer ldonllflcation l'IUfflbor

?~,:, :le.. (.),. ,_. :-n~+ ~( e·r I'nc.. 'l q.. ; ~ooo d .. f."'-1 Compensation of the Frve Highest Paid Employees Other Than Officers, Directors, and Trustees {See instructions on pa e 1. List each one. If there are none, enter "None. j

(II) Name and address cl each employee paid more lhan $50,000

.... 1 ) b (\ v ......... -............................ ..

Total number of other employees paid over $50,000. . . . . . . • • • • • ►

Compensation of the Five Highest Paid Independent Contractors for Professional Services ee instructions on pa e 1. List each one whether individuals or firms). If there are none, enter "None.

(a) Name and address of each independent contractor paid mere than SS0,000

...... JJl!I)C- .................................................................... ..

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

(b) Type cf :;ervlce (c) Compensation

For PapeMDrk Reduction Act Notice, see page 1 of tho lnstructione for Fonn 990 end Form 990-EZ. Cat. No. 112ssF SChedu1e A (Form 990) 1998

........ .-. ..-, ..... . ........ .._._. ... ·- ... __ :: .. _.-:-'II=.-· - ... : .. ::. ::- .)~

Page 11: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Sdtedule A (Form 990) 1998 Page 2

i:ffil•Oi Statements About A Yes No

1 During the year, has the organization attempted to influence national, state. or local legislation, including any attempt to jnfluence public opinion on a legislativa matter or referendum? • • • • • • • • • • • _ If •ves,• enter the total expenses paid or Incurred In connection with the lobbying activities ► $ _____ _

Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other organizations checlcing "Yes," must complete Part VI-BAND attach a statement giving a detailed description of the lobbying activftles.

2 During the year, has the organization. either directly or Indirectly, engaged in any of the foUowing acts with any of Its trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affifia.ted as an officer, director, trustee, majority owner, or principal benefidary:

a Sale. exchange, or I easing of property? • •

b Lending of money or othgr extension of credit? •

c Furnishing of goods, services, or faciUties? •

d Payment of compensation (or payment or reimbursement of e,cpenses If moro than $1,000)?

2b

2c

2d

e Transfer of any part of its Income or assets? • • • • • • • • • • • • • • • • i--2e.;;...._...._._·~-lf the answer to any question is "Yes," attach a detailed statement explaining the transactions.

3 Does the organization make grants for scholarships, fellowships, student loans, etc.? • • • • • • • • • ._..3......,_..._K_·· _ 4a Do you have a section 403(b) annuity plan for your employees? • • • • • • • • • • • • • • • • 4a b Attach a statement to explain how the organization determines that lndMduals or organizations receiving grants

or loans from It In furtherance of Its charltab!e rams uall to receive ents. (See instructions on e 2.

■:ffijiJrj Reason for Non-Private Foundation Status (See instructions on pages 2 through 4.)

The organlZation Is not a private foundation because it is: (Please check only ONE appllcable box.)

5 0 A church, convention of churches, or association of churches. Section 1iO(b)(1}(A)(i), 6 0 A school Section 170(b)(1)(A)QI). (Also complete Patt V, page 4.) 7 0 A hospital or a cooperative hospital service organization. Section 170(b)(1)(A}Qlij. 8 0 A Federal, state, or locaJ govemment or governmental unit. Section 170(b)(1}(A}(v}.

\ I' .•.

9 D A medical research organization operated In conjunction with a hosplta!. Section 170(b)(1}(A}{iiij. Enter the hospital's name, city, and state ► ............................................................................................................................. .

10 0 An organization operated for the benefit of a college or university owned or operated by a governmental unlL Section 170(b)(1 }(A}Qv}. (Also complete the Support Schedule In Part IV-A.)

11 a O AA organization that normally receives a substantial part of Its support from a govemmentaJ unit or from the general public. Section 170(b)(1}(A)(v~. (Also complete the Support Schedule in Part IV-A.)

11 b O A community trust. Section 170(b)(1 }{A}(v~. (Also complete the Support Schedule In Part IV·A.} 12 E An organization that normally receives: (1} mere than 33¼% of Its support from contributions. membership fees, and gross

receipts from activities related to Its charitable, etc., functions-subject to certain exceptions, and (2) no more than 33½% of its support from gross Investment income and unrelated business taxable Income (less section 511 tax} from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.)

13 0 An organizatlon that Is not controlled by any disqualified parsons (other than foundation managers) and supports organizations described In: (1) lines S through 12 above; or (2) section 501(c)(4), (S). or (6), If they meet the test of section 509(a}(2). (See section 509(a}(3t)

Provide the followfna infonnation about the supported organizations. (See Instructions on page 4.)

(a) Name(s) of supported organlzatlon(s) (b) Line number

from above

14 O AA organization organized and operated to test for public safety. Section 509(a)(4). (See instructions on page 4.)

Page 12: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

I

Schedule A (Form 990) 1998 ______________ _,.; Page 3

Support Schedule (Complete only if you checked a box on line 10. 11, or 12.) Uu cash method of accounting. Note: You may use the worksheet In the instructions for converting from the accrual to the cash method of accounting.

Calendar year (or fiscal year beginning in) • ► (a) 1997 (b) 1996 (c) 1995 (d) 1994 (e) Total 15 Gifts, grants,.and contributions received. (Do

not include unusual grants. See line 28.). . 3 rt.I ?.~O 16 Membership fees received • • • • • • 17 Gross receipts from admissions.

merchandise sold or services performed, or furnishing of facilities in any ae1ivlty that is not a business unrelated to the organization's chari1able, etc.. purpose • • • • • • •

18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 • •

19 Net Income from unrelated business activities not included In line 18 • . • •

20 Tax revenues levied for the organization's benefit and either paid to It or expended on its behalf. . • • • • • • • • • •

21 The value of services or facilities fumlshed to the organization by a govemmental unit without charge. Do not indude the value of services or facilities generally furnished to the public without charge. . • • • • • •

22 Other income. Attach a schedule. Do not include gain or (loss) from sale of ca ital assets

23 Total of lines 15 through 22. 24 Line 23 minus line 17. . • • • • • • 25 Enter 1 % of line 23 . . . • • . • •

26 OrganlzaUons described on lines 10 or 11: a

b Attach a list (which is not open to public inspection) showing the name ot and amount contributed by each person (other than a governmental unit or publicly supported organiZatlon} whose total gifts for 1994 through 1997 exceeded the amount shown in line 26a. Enter the sum of all these excess amounts. • • ►

c Total support for section 509(a)(1) test: Enter line 24, column {e) • • d Add: Amounts from column (e) for lines: 18 _____ 19

22 _____ 26b ____ _

e Public support ~ine 26c minus line 26d total) • • • • • • • • • • f Public support percenta e ltne 26e numerator) divided by line 26c (denomlnato

.►

.►

.►

.►

26d 26e 26f %

27 Organizations described on line 12: a For amounts Included In lines 15, 16, and 17 that were received from a Mdisc;uallfied person," attach a list to show the name of, and total amounts received In each year from, each "disqualified person." Enter the sum of such amounts for each year.

(1997) •.....••.... Q ..•.•.•..••.•• (1996) ........... •.• 0 .. ········· (1995) ................. Q •......• (1994) ........... :?. ............ . b Far any amount included in line 17 that was received from a nondlsquallflod person, attach a 11st to show the name of, and amount

received for each year. that was more than the larger of (1) the a.'1lount on Uno 25 for the year or (2) $5,000. (Include in the list organlZatlons described in lines 5 through 11, as well as Individuals.) After computing the difference between the amount received and the larger amount described In (1) or (2), enter the sum of the~ differences (the excess amounts) for each year:

(1997) ........... 2 ............. (1996) ... ............ Q .......... (1995) ................. 9. ........ (1994) ............... -:-•·•·•··• .. ·

c Add: Amounts from column (e) for lines: 15 I lie.I :,o I 16 o 17 0 20 a 21 o

d Add: Line 27a total • ::J and line 27b total . , __ .;;;.o __

e Public support (line 27c total minus line 27d total). • • • • • • • • f Total support for section 509(a)(2) test: Enter amount on line 23, column (e) • • ► 27f

.►

.►

g Public support percentage (llne 27e (numerator) divided by One 27f (denominator)). . • ► h lnvesbnent Income percenta o (line 18, column (e) (numeratcm divided by llna 27f (denominator)). ►

27c Ill'-+-:'.?\

28 Unusual Grants: For an organization described In line 10, 11, or 12 that received any unusual grants during 1994 through 1997, attach a list (which is not open to public Inspection) for each year showing the name of the contributor, the date and amount of the grant. and a brief description of the nature of the grant Do not Include these grants In llne 15. (See Instructions on page 4.)

...... _.,..,... ..... .. .... ,. ,_ . ...,.. t~ :: •.. ~ :: ••. P· ~-::: .... ~· ,.. .• :: . ~: ::-' "·..a.:.

Page 13: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

0

Schedule A. (Form 990) 1998

Private School Questi ire (See instructions on page 4.) (To be completed ONL: by schools that checked the box on line 6 in Part IV) ..JA

29 Does the organization have a racially nondiscriminatory pollcy toward students by statement In its charter, bylaws, other governing Instrument, or fn a resolution of Its govemlng body? • • • • • • • • • , • • • •

30 Does the organization Include a statement of Its radally nondiscriminatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs. and scholarships? • • • • • • • • • • • • • • • • • • • • • • • • • • •

31 Has the organlZation publicized Its racially nondiscriminatory policy through newspaper or broadcast media during the period of soUcitatlon for students, or during the registration period If It has no solicitation program, in a way that makes the policy known to all parts of the general community it serves?. • • • • • • • • • • • If "Yes," please describe: if "No," please explain. (It you need more space, attach a separate statement)

32 Does the organization maintain the following: a Aecords indicating the racial composition of the student body, faculty, and administrative staff? • • • • •

b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

c Copies of all catalogues. brochures. announcements, and other written communications to the public dealing with student admissions, programs, and scholarships?. • • • • • • • • • •

d Coples of all material used by the organization or on its behalf to solicit contributions? • • • • • • • •

If you answered "No" to any of the above, please explain. (If you need more space, attach a separate statement.)

33 Does the organiZatlon discriminate by race In any way with respect to:

a Students' rights or privileges?.

b Admissions policies?

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance?

e Educational policies?

Use of facilities? • •

g Athletic programs?

h Other extracurricular activities? • •

If you answered "Yes" to any of the above, please explain. (If you need more space, attach a separate statement.)

........ -.. --·· ..... -.. -.. -......... -... -. -..... -.... ······------··· .... ---................ -----....... -----------........ .

. . ... . . .. . . . -.. ------.... ------. --... ----............................... ········-· ..... -... ·-·---..... -·-. -·····--· ....... . -.......... --.. -.... -.... ---. --· .... -... -........ ···-·· .... ---· --·· ------···············-· --.... -....... -. -·--· --·· .... --· -

34a Does the organization receive any financial aid or assistance from a governmental agency? •

b Has the organization's right to such aid ever been revoked or suspended? • • • • • • If you answered "Yes" to either 34e or b, please explain using an attached statement.

35 Does the organization certify that It has compUecl with the appllcable requirements of sections 4.01 through 4.05 of Rev. Proc. 75•50, 1975-2 C.B. 587, coverln racial nondiscrimination? If uNo," attach an ex lanatJon • • •

..... ...• ·-·· .. ... ,. ,....,,. "· .. - - - , .. __ II•

Page 4

Yes No

32a

32b

32c

33a

33b

33c

33d

33e

33f

Page 14: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

Schedule A (Fonn 990) 1998

Lobbying Expencfrtures by Electing Public Charities (See instructions on page 6.} (To be completed ONLY by an eligible organization that filed Form 5768)

Check here ► a O if the organiZatlon belongs to an affiliated gmup. Check here ► b O If u checked i.a- above and "limited control• provisions a pl .

Umits on Lobbying Expenditures

(The tenn "expenditures" means amounts paid or incurred.)

36 Total lobbying expenditures to influence public opinion (grassroots lobbying) 37 Total lobbying expenditures to influence a foglslatlve body {direct lobbying) • • 38 Total lobbying expenditures {add lines 36 and 37) • • • 39 Other exempt purpose expenditures • • • • • • • • • • • • • • 40 Total exempt purpose expenaitures (add lines 38 and 39}. • • • • • • • 41 Lobbying nontaxable amount Enter the amount from the following table--

If the amount on Hne 40 Is- 1be lobbying nontaxable amount ls-

Not over SS00,000 • • • • • • • 20% of the amount on rine 40. • • • • • 1 Over $500,000 but not over $1,000,000 • • $100,000 plus 1596 of the excess over $500,000 Over $1,000,000 but not over $1,500,000 • $175,000 plus 109' of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 .$225,000 plus 5% of the excess over $11500,000 Over $17,000,000 • • • • • • • ,$1,000,000 • • , • • • • • • • • •

42 Grassroots nontaxable amount (enter 25% of line 41) • • • • • • 43 Subtract llne 42 from l!ne 36. Enter -0- If llna 42 Is more than fine 36 • • 44 Subtract Una 41 from llne 38. Enter-0- If llne 41 Is more than line 38 •

Caution: If there Is an amount on either llne 43 or Rne 44, you must tile Form 4120.

4-Year Averaging Period Under Section 501(h)

36 37

(a) Affliated group

totals

(b) To be completed for ALL electing o,ganizatlons

(Some organizations that made a section 501(h) election do not have to complete all of the fwe columns below. See the Instructions for lines 45 through 50 on page 7.)

Cafendar year (or fiscal year beginning In) ►

45 Lobbying nontaxable amount.

46 Lobbying celling amount (150% of Une 45(e».

47 Total lobbying expenditures • •

48 Grassroots nontaxable amount •

49 Grassroots celllng amount {150% of line 48(e»

50 Grassroots lobbying expenditures • • • •

(a) 1998

Lobbying Expendftures During 4-Year Averaging Period

(b) 1997

(c) 1998

(d) 1995

(e) Total

5

: Lobbying Activity by Nonelecting Public Charities (For reporting only by organizations that did not complete Part Vl~A) (See instructions on page 8.) tJ A

During the year, d'ld the organiZation attempt to influence national, state or local legislation, Including any Yes No attempt to influence public opinion on a feglslatlve matter or referendurr-._ through the use of:

a Volunteers. • • • • • • • • • • • • • • • • • • • • • • • • • • b Paid staff or management Qnelude compensation In expenses reported on lines c through h.) c Media advertisements • • • • • • • • • • • d Mailings to members, legislators, or the public • • e Publications, or published or broadcast statements f Grants to other organizations for lobbying purposes 9 Direct contact with legislators, their staffs, govemment officials, or a Jegislalive body • h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means •

Total lobbying expenditures (add rines c through h). • • • • • • • • • • • •

If ·ves" to any of the abOve, also attach a statement giving a detailed description of the lobbying activities.

~ ......... ...­tt '\ w_..,__

- • - + !L .. -- ·- ...

Page 15: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

.. Schedule A !Form 990) 1998 6

51

Information Regardi ransfers To and Transactions and Rela onships With Noncharitable Exempt Organizations

Cid the reporting organization directly or indirectly engage In any of the following with any other organization described In section 501(c) of th~ Code (other than section 501(c)(3) organizations) or In section 527, relating to political organizations?

Yes No a Transfers from the reporting organization to a noncharitable exempt organization of: (i) Cash ' • • • • . • • • (ii) Other assets . . . • . • • . . . . . . .

b Other transactions: (i) Sales of assets to a noncharltable exempt organization )( (ii) Purchases of assets from a noncharitable exempt organization • (ill} Rental of facilities or equipment • • i-,;;.b.a-1"'-'-_..._...,..

frv) Reimbursement arrangements • • • • • • • • • , • 1-=b~-1---f.~-

M Loans or loan guarantees • • • • • • • • • • • • • (vi) Performance of services or membership or fundraislng solicitations

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees • d If the answer to any of the above Is •ves: complete the following schedule. Column (b) should always show the fair market value of the

goods, other assets, er services given by the reporting organization. If the organization recer,ec:t less than fair market value in any transaction or sharfng arrangement, show In column (d) the value of the goods, other assets. or services received:

(a) (b) (c) (d)

Urie no. Amount involved Namo of noncharitablo exempt organization Description of transfers, transactions. and sharing anangements

I

528 ts the organization directly or Indirectly afflllated 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? • • , • , • ► D Yes O No

b If •Yes," comclete the followlna schedule: (a) {b) (c)

Name or organization Type of organization Descrip~on of relationship

.--. --... -· -· ..... ...... .~• ·~ ::_~ ~._:: ~:.;-.~.:•· - .. ~ .• ~ :•..w :!~

Page 16: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

1

2

3

cl 4 u C? s g Ii <X) 7 I ~ 8

~ 9

ri 10 &1 q' 11

511\ 12

!lJ 14

15

16

17

18

19

20

21

22

23

24

2S

26

27

28

29

30

31

32

33

34

35

36

37

38

39

40

41

I

________ c:tCJ._-:!1_00_24 ___________ -----tj ==

I I I

! I

!

I I I

! ! I

i

. ·-

~, .... ,...,.,+; ,,,., ~ lu•d,.!..(C l=°n•rW'\ t! T .. .=a_ \ ' ...,,

\:., r.J 11 L ~1-,c. LI- '-no. -:c=,

~"nit: Aa.:.2;tt,:.+ C,,Hlr(!V' r1>1c. t-lCt.<. e.vdc,r:J ; "'4~ LJ l.;r., '!:C ti ;1y/C'f' MCll.f (.-;;,. "~- ,, ~c a{

.. .:.·:.:.:."·~:.! "!: ....

1 .. ,, ... - ......... -· ..

..

I :-.i f~1'}l'f\ ,, '.J.'1 (/. C''"o'fJ ! ('f" ci,N'\J ;,+(t'CC:'CeJ..cl :0£HC11 t

. . d 'r): : i, ,:t-'.1\tJ ,) w,1(' htt ;:v-~l(u. Dcv,.Y~~--. ....... --· t1..lr'r,,,c I. 'rh r I er..,.,_. ,· ~ a.1t1.ttu.L2 I r:.t.M..d ir-rf'\e,,.,n ~Ji .r: , ,.c11.t; I ,:, ...... !,.. +.i1mr '-#-·ha.+ ·Hie i) rr .. ,L.f'.., ·,ut. t ,ot/\ i< i V'I IJ. .C:clltl.Mt"ia.1 ~c:i-l--l, u1

..,__,,V a..co u ;-u~ 'f'h; ':, r.',,,,;u ; lh11\ o-.1r+,, ,-~..J..kr • I •.• •, + . I} t' -1-o .r: ,r. II ~l e1)tt ,J.:t i c:.t,\ eit.t•f mt.YL . u.. ...... ,. ..

~,.: t, i·,1; ,I ; J. ..._ •n~rd~. 'rlia +cfed,;;;i:,rt. or.;·-·· -

.',) i \ \ 1-,.,.. I .-.1;..;...h--(J,,. l-i~11e+:..f.: 4o r{\,J.rl ,;.

"f ~ r- (\ v-,•.<:.," i ~-·tio I\ " <: --1,. hr. W\a..; or-"4,,-i'-ltr-r~ .-!. .•

-~•---

.,

:

... , .......

•· .. .....

~ DE"J67 ' = ,;:.. ,:_. ~

..

l I

1

---·

I

--

-··-I

----

I

l

2

3

4

s 6

7

8

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

33

34

35

36

31

38

39

40

Page 17: CT -2 • PERIODIC REPORT....FORM CT -2 tREV. 12•971 MAIL TO: Registry of Charitable Trusts P .o.Box 903447 Sacramento, CA 94203•4470 Telephone(916l .d45•2021 • PERIODIC REPORT

1

!I

.... I~

I

,, l

...

I

I I

I I

'I

i • I

• i 2

3

4

I JO • ·- - •• .. ►- ···: •• ·1