"DepaNner9 0f the Treasury Internal Revenue Service 2000 Form 990-PF Return of Private Foundation or Section 4947(ax1) Nonexempt Charitable Trust Treated 85 2 Private Foundation gas use only - Do got write or staple in oils space

Note the organization maybe able to use a copy of this return to satisfy state reporting requirements For calendar vear2000.ortaxvearbeainnma Jul 1 .2000 . and enchno Jun 30 .20 01 OMB No 1545 0052

;hange I I Name r Employer Identification Number Name of Orpanvalwn

Use the IRS label Otherwise,

print or type

See Specific Instructions

s

or

F H Check type of organization U Section 501(c)(3) exempt private foundation

Section 4947 (a)( 1 ) nonexempt charitable trust Other taxable rrvate foundation I Fair market value of all asses at end al year J Accounting method X Cash Accrual

(loom Part II, column c, line 16) Elpier (specify) ~ $ 1 010 .526 (Part I column d must tie on cash basis )

F II the foundation is in a 60 month termination under section 507(bxl)(B), check here

BAA For Paperwork Reduction Ad Notice, see the Instructions TEEA0301 01119101 Form 990-PF (2000)

Telephone Number (see instructions)

k813) L8b'LSL3

C If exemption application is pending, check here D 1 Foreign organizations, check here

2 Organizations meeting the 85% test check here and attach computation

E If private foundation status was terminated under section 507(6x1 xA), check here

~rt I I Analysis of Revenue and Expenses (The total of amounts in (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements

columns b c and d may not neces- expenses per books income income for charitable

sanly equal the amounts in column a ) purposes

see instructions) (cash basis only)

1 Contributions gifts grants etc rtuneE (all srh) 2 Distributions from split interest gusts 3 Interest on savings and temporary

cash investments 17,309 17 , 309 4 Dividends and interest from securities Sa Gross rents b (Net rental

income or (loss) 6d Net qaiN(1015) from stile of assets riot on line 10 b Gross sales prices for au

E assets on pine 6a V 7 Capital pain net income (from Part IV line 2)

8 Net short-term capital gain 9 Income modifications

10a Gross sofa less returns and allowances

b Less Cost of goods sold

c Gross profit/(loss) (aft sch) 11 Other income (attach schedule)

12 Total Add lines 1 ihrouqh 11 ~ 17 .309 - 17 .309 l i Compensation of officers directors vuslees elt 74 Other employee salaries and wages

A 15 Pension plans, employee benefits M 76a Legal tees (attach schedule) ' lq

b Accounting fees (attach sch) ~f N ~ c Other protfees (attach sch)

e i 17 Interest 11 A 18 Twes (attach schedule) PROPERTY TAXES

r 19 Depreciation (attach schedule) and depletion 74 x v 20 Occupancy

E 21 Travel, conferences, and meetings Q ^ E 22 Printing and publications lj.l o P 23 Other expenses (attach schedule)

EN See Line 23 Stmt 176 176 176 5 24 Total operating and administrative s expenses Add lines 13 through 23 470 176 396

t~ u Contributions, gifts, grants paid 75700 75.0 0

26 Total expenses and disbursements

a Excess of revenue over expenses and disbursements -58, 161

b Nit ImestrneM ircome (d negative enter 0 )

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 1 807,600 (must agree with end of-year figure reported on prior year's return)

2 Enter amount from Part I, line 27a 2 -58,161 3 Other increases riot included in line 2 (itemize) ~ 3 4 Add lines 1 2, and 3 4 749,439 5 Decreases not included in line 2 (itemize) ~ 5 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b) line 30 6 749,439

B/U1 TEEA0302 01/16101

2 Form 990-PF(2000) HUGMEY FOUNDATION, INC 59-0965239 Page nnaa,ea sakeuies aye amwu,is ur me eesc,,vl.W Beginning of year End of year

Palt ~~ Balance Sheets column should be for end of year artrounLS only (See instructions > (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non interest bearing 604 604 604 2 Savings and temporary cash investments 308,471 250,384 249,668 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 (attach schedule) (see instructions) 7 Other notes and loans receivable (attach sch) w I

Less allowance for doubtful accounts w _ _ _ _--39_632 _ 39,632 39,632 39,632 S 8 inventories for sale or use

9 Prepaid expenses and deferred charges T l0a Investments - U S and state government

obligations (attach schedule) b Investments - corporate stock (attach schedule) c Investments - corporate bonds (attach schedule)

11 Investments - land, buildings, and j equipment basis ~ 472, 759 Less accumulated depreciation (attach schedule) L-11 Stmt ~ 14,562 458,271 458, 197 720,000

12 Investments - mortgage loans 13 Investments - other (attach schedule) 14 Land, buildings, and equipment basis w J

Less accumulated depreciation (attach schedule)

75 other assets (describe111~ See Other Assets Stmt ) 622 622 622 16 Total assets (to be completed by all filers -

see instructions Also, see page 1, item I) 807,600 749,439 1,010,526 17 Accounts payable and accrued expenses I 18 Grants payable i

B 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons L 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describes ) 0 0

E S 23 Total liabilities (add lines 17 through 22) 0 0

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

N F 24 Unrestricted E U T N ZS Temporarily restricted

26 Permanently restricted g Organizations that do not follow SFAS 117, check here

5 A and complete lines 27 through 37

T A 27 Capital stock, trust principal, or current funds 5 N Zg Paid in or capital surplus, or land, building, and equipment fund

29 Retained earnings, accumulated income, endowment or other funds O E R S 30 Total net assets or fund balances (see instructions)

31 Total liabilities and net assets/fund balances

day year) I (,,=th day year)

(p Gains (column (h) gain minus column (k), but not less

than 0 ) or Losses (tram column (h))

b t

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

Was the organization liable for the section 4942 tax on the distributable amount of any year in the base periods F]Yes X No If-Yes,-the organization does not quaky under section 4940(e) Do nod complete this part

1 Enter the appropriate amount in each column for each year, see instructions before making any envies

Base period years Calendar year (or lax year

beginning in)

1999 1998

Distribution ratio (column (b) divided by column (c))

Adjusted qualifying distributions

1

2 Total of line 1, column (d)

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

4 Enter the net value of noncharilable use assets for 2000 from Part X, line 5

5 Multiply line 4 by line 3

6 Enter l Yo of net investment income (I% of Part I, line 27b)

7 Add lines 5 and 6

2 0 12436

3 0 02487

4 1,024,329

5 25,479

6 173

7 25 .652

TEeno303 01115101

(a) List and describe the kind(s) of property sold (e g ,real estate, lo) no.. acquire 2 story brick warehouse, or common stock, 200 shares MLC Company) P - Purchase D - Doiuton

a

b c d e

(e) Gross sales price (p Depreciation allowed (g) Cost or other basis (or allowable) plus expense of sale

d e

~m ieze om ror assets snowing am m column (n) ano owneo o me iounaauon on iuJ voy () Fair Market Value Q) Adjusted basis (k) Excess of column (i)

as of 12/31/69 as of 12/31/69 over column Q), if any

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

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

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

If gain, also enter in Part I, line 8, column (c) (see instructions) II (loss), enter 0 ,r in Part I, line 8 J 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 )

ie of use assets

8 Enter qualifying distributions from Part XII, line 4 1 8 1 75, 396

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

BAA

Form 990-PF(2000) HUGHEY FOUNDATION, INC 59-0965239

d Backup withholding erroneously withheld ~ 6dj 7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated lax Check here 7 d Form 2220 is attached 9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed 10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 11 Enter the amount an line 10 to be Credited to 1001 estimated tax W 2,000 1 Re(u

9 Is the organization claiming status as a private operating foundation within the meaning of Section 4942(1x3) or 4962(Ix5) far calendar year 2000 or --J the taxable year beginning in 2000 (see instructions for Part %IV)? 11 'Yes, 'complete Part XIV 9 X

10 Did any persons become substantial contributors during the tax years 1/'Yes,' attach a schedule listing their names and addresses 70 X 11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications 11 X 72 The books are in care of " L M HUGHEY -_____Telephone no - (813)-286-2323

Located at - 205 5 HOOVER ST , SUITE 400, TAMPA, FL ZIP . a ~ 33609 73 Section 4947(x)(1) nonexempt charitable trusts filing Form 990 PF in lieu of Forth 1041 - Check here Q ------------- ---------------------- ------------

and enter the amount of tax-exempt interest received or accrued during the year ~~ 13 I BAA Form 990-pr (2000)

TEEno304 01n5101

1 a Exempt operating foundations described in Section 4940(dx2), check here ~ U and enter'N/A on line I Date of ruling letter (attach copy of ruling letter d necessary - see instructions)

b Domestic organizations that meet the Section 4940(e) requirements in Part V, check here i" fLIvili and enter I % of Part 1, line 27b

c All other domestic organizations enter 2% of line 2)h Exempt foreign organizations enter dyo of Part I, line 12, column (b) 2 Tax under Section 511 (domestic Section 4947(a)(1) trusts and taxable foundations only Others enter 0 ) 3 Add lines 1 and 2 4 Subtitle A (income) tax (domestic Section 4947(a)(1) trusts and taxable foundations only Others enter 0 ) 5 Tax based on investment income Subtract line 4 from line 3 If zero or less, enter 0- 6 Credits/Payments a 2000 estimated lax payments and 1999 overpayment credited to 2000 6a 1, 31 b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c 1,51

1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it Yes No participate or intervene m any political campaigns 1 a - X

b Did it spend more than =100 during the year (either directly or indirectly) for political purposes (see instructions for definihon)7 7 b X

11 the answer is Yes' to 1 a or 1 b, attach a detailed description o/ the activities and copies of any materials published or distributed by the organization in connection with the activities

c Did the organization file Form 1120-POL for this year d Enter the amount (if any) of tax on political expenditures (Section 4955) imposed during the year

(1) On the organization ii~ $ (2) On organization managers ~ $ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers W $

2 Has the organization engaged in any activities that have riot previously been reported to the IRS If Yes, attach a detailed description of the activities

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar inslruments7 11 'Yes,' attach a conformed copy o/ the changes

4a Did the organization have unrelated business gross income of $1,000 or more during the year b If 'Yes,' has it filed a tax return on Form 990-T for this year

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

7 Did the organization have at least =S,OIXI in assets at any time during the years If 'Yes,' complete Part Il, column (c), and Part XV 8a Enter the states to which the foundation reports or with which it is registered (see instructions)

FLORIDA

b If the answer is 'Yes' to line 7, has the organization furnished a copy of Form 990 PF to the Attorney General (or designate) of each stale as required by General Instruction G7 II 'NO ' attach explanation

No

b It 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) Organizations relying on a current notice regarding disaster assistance check here

c If the answer is 'Yes' to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grants E] Yes n No I/ 'Yes,' attach the statement required by Regulations Section 53 494,5 5(d)

6a Did the organization, during the year, recieve any funds, directly or indirectly, to pay premiums on a personal benefit contract? 0Yes M No

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

BAA Form 990-PF (2000) TEEA0305 01115/01

Form 990"PF

File Form 4720 it any item is checked in the 'Yes' column, unless an exception applies . 1 a During the year did the organization (either directly or indirectly)

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

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified persons ~ Yes X~ No

(~ Furnish goods, services, or facilities to (or accept them from) a disqualified persons Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons Yes X No

(S) 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 X No

(6) Agree to pay money or properly to a government officials (Exception Check No' if the organization agreed to make a grant to or to employ the official for a period after termination of government service, d terminating within 90 days ) El Yes X No

b II any answer is 'Yes' to 1a(1) (6), did any of the acts fail to qualify under the exceptions described in Regulations Section 53 4941(d) 3 or in a current notice regarding disaster assistance (see instructions)? Organizations relying on a current notice regarding disaster assistance check here

c Did the organization engage in a prior year in any of the acts described in 1 a other than excepted acts that were not corrected before the first day of the lax year beginning in 2000

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

a At the end of tax year 2000, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2000 ~ Yes E] No If 'Yes,' list the years li` 79 , 19 , 19 , 19

b Are there any years listed in 2a for which the organization is not applying the provisions of Section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (If applying Section 4942(a)(2) to all years listed, answer 'NO' and attach statement - see instructions )

c If the provisions of Section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here 11~ 19 , 19 , 19 , 19

3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise al any time during the years a Yes Fx]No

b If 'Yes,' did it have excess business holdings in 2000 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (~ the lapse of the 5 year period (or longer period approved b the Commissioner under Section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (% the lapse of the 10 , 15 , or 20-year first phase holding periods (Use Schedule C Form 4720 to determine if the organization had excess business holdings in 2000 )

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

b Did the organization 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 lust day of the lax year beginning in 2000

Sa During the year did the organization pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (Section 4945(e))? ~ Yes P No

(2) Influence the outcome of any specific public election (see Section 4955), or to carry on, directly or indirectly, any voter registration drrve7 Yes X No

(~ Provide a grant to an individual for travel, study, or other similar purposes B Yes IX 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)? O Yes X No

(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes or for the prevention of cruelly to children or animals E]Yes 91 No

Form 990-PF (2000) Hl7GHEY 'FOUNDATION, INC Part VIII Information About Officers, Directors,

and Contractors

39 Paoe 6

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

Total number of others reserving over $50,000 for professional services

Part IX-A Summary of Direct Charitable Activities

List the foundation's (our tarqest direct charitable activities during the tax year Include relevant statistical information such as the number of Expenses organizations and other henefinaries served, co nfe r en ces convened, r esea rc h pape r s p roduced, etc 7 NONE

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

2

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

3

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

4

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

BAA TEEA0306 10/W00

1 List all officers, directors, trustees, foundation managers and then com ensahon (see mstruclions (b) Title and average (c) Compensation (d) Contributions to (e) Expense account,

(a) Name and address hours per week (If not paid, enter -0-) employee benefit other allowances devoted to position plans and deferred

compensation L M HUGHEY, 205 5 HOOVER ST _,_#400 TRUSTEE TAMPA, FLORIDA 33609 2 0 0 0 W RAWLINS, 205 5 HOOVER ST TRUSTEE SUITE 400, TAMPA, FLORIDA 33609 2 0 0 0 S CARTER, 205 S HOOVER ST TRUSTEE SUITE 400 TAMPA, FLORIDA 33609 2 0 0 0

Compensation of five highest-paid employees (other than those included on line 1- see instructions) !f none, enter'None' (a) Name and address of each employee (b) Title and average (c) Compensation (d) Contributions to (e) Expense account,

paid more than $50,000 hours per week employee benefit other allowances devoted to position plans and deferred

NONE

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

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

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

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

Total number of other emolovees paid over 850 000 e .vc w scar a~u umc meson wnuauvFa ~m rurcaawnai xrvmrb - Nee mxrucuuna) a none, emcr

(a) Name and address of each person paid more than $50,000 (b) Type of service NONE

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

Form 990-PF(2000) HUCSHEY POUNDATION, INC 59-0965239 Page?

Part IX-B Summary of Program-Related Investments see instructions)

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

TEEno3o7 torzaao

t N/A

2

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

All other program related investments See instructions 3

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

Pa1t 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 1 a 604 b Average of monthly cash balances 1 b 279, 070 c Fair market value of all other assets (see instructions) 1 c 760, 254 d Total (add lines la, b and c) 1 d 1,039,928 e Reduction claimed for blockage or other factors reported on lines la and lc (attach detailed explanation) I 1 e

2 Acquisition indebtedness applicable to line 1 assets 2 0 3 Subtract line 2 from line ld 3 1 , 039 . 928 4 Cash deemed held for charitable activities Enter l 112% of line 3 (for greater amount, see instructions) 4 15,599 5 Net value of nonchantable-use assets Subtract line 4 from line 3 Enter here and on Part V, line 4 5 1,024,329 6 Minimum investment return Enter 5% of line 5 6 51,216

Pal's I DlStrlbutable Amount (see instructions) (Section 44420(3) and 0)(5) private operating foundations and certain forei gn organizations check here ~ and do not complete this part )

1 Minimum investment return from Part X, line 6 1 51,216 2a Tax on investment income for 2000 from Part VI, line 5 2, 1 173 b Income tax for 2000 (This does not include the tax from Part VI ) 2b c Add lines 2a and 2b 2c 173

3 Distributable amount before adjustments Subtract line 2c from line 1 3 51, 043 4a Recoveries of amounts treated as qualifying distributions 4a b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 4b 4c

5 Add lines 3 and 4c 5 51 , 043 6 Deduction from distributable amount (see instructions) 6 7 Distnhulahle amount as adjusted Subtract line 6 from line 5 Enter here and on Part Mill line 1 7 51, X43

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 1 a 75, 396 b Program related investments - total of lines 1 - 3 of Part IX-13 1 6

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 75, 396

5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 7 °/, of Part I, line 27b (see instructions) 5 173

6 Adjusted qualifying distributions Subtract line 5 from line 4 ~ 6 ~ 75, 223

Note The amount on line 6 will be used in Part V column (b), in subsequent years when calculating whether the foundation qualifies !or the section 4940(e) reduction o/ tax in those years

BAA Form 990-PF (2000)

Corpus I Years prior to 1999 I 1999 I 2W0

TEea0308 10104roo

Form 990-PF (2000) HUGHEY FOUNDATION, INC 59-0965239 Page e

Pan XIII Undistributed Income (see instructions)

7 Disiributable amount for 2000 from Part XI, line 7

2 Undistributed income, d any, as of the end of 1999 a Enter amount for 1999 only b Total for prior years 19_ , 19 , 19

3 Excess distributions carryover, if any, to 2000, a From 1995 0 b From 1996 0 c From 1997 0 d From 1998 0 e From 1999 0 ( Total of lines 3a through e

4 Qualifying distributions for 2000 from Part x11, line 4 11' $ 75,396

a Applied to 1999, but not more than line 2a

b Applied to undistributed income of prior years (Election required - see instructions)

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

d Applied to 2000 distributable amount e Remaining amount distributed out of corpus 24,353

5 Excess distributions carryover applied to 2000 (if an amount appears in column (d) the same amount must be shown in column (a) )

6 Enter the net total of each column as indicated below

a Corpus Add lines 3f, 4c, and 4e Subtract line 5 24,353

b Prior years' undistributed income Subtract line 4b from line 2b

c Enter the amount of prior years undistnbut ed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed

d Subtract line 6c from line 6b Taxable amount - see instructions

e Undistributed income for 1999 Subtract line 4a from line 2a Taxable amount - see instrucbons

f Undistributed income for 2000 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2001 20,7

7 Amounts treated as distributions out of corpus to satesty requirements imposed by section 170(6)(1)(E) or 4942(9)(3) (see instructions)

S Excess distributions carryover from 1995 not applied on line 5 or line 7 (see instructions) 0

9 Excess distributions carryover to 2001 Subtract lines 7 and 8 from line 6a 24,353

10 Analysis of line 9 a Excess from 1996 0 b Excess from 1997 0 c Excess from 1998 0 d Excess from 1999 0 e Excess from 2000 24 , 353

BAA Form 990-PF (2000)

59-0965239 FOUNDATION . I 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 2000, enter the dale of the ruling

foundation described in Section

if the oraaniulion had $5 .000 or more in assets 1 Information Regarding Foundation Managers :

2 Information Regarding Contnbution, Grant, Gift, Loan, Scholarship, etc, Programs Check here ' a if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization 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 6e addressed MIKE HUGHEY HUGHEY FOUNDATION

813) 286-2323 205 5 HOOVER BLVD . SUITE 400 TAMPA FL

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

Form 990.PF (2000) TEEao309 1oroaoo

vu

b Check box to indicate whether the organization is a 2a 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 2c

Complete 3a, b, or c for the alternative lest retied upon

a 'Assets' alternative lest - enter (7) Value of all assets

(2) Value of assets qualifying under Section 4942U)(3)(B)(p

b'EndavmenY alternative test - Enter 1/3 of minimum investment return shown in Part X, line 6 for each year listed

c Support alternative test - enter

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

(2) Support from general public and 5 or more exempt organizations as provided in Section 49426x3HB)(iu)

(3) Largest amount of support from an exempt organization

a List any managers of the foundation who have contributed more than 29'0 of the total contributions received by the foundation before the close of any tax year (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 or other entity) of which the foundation has a 10% or greater interest NONE

b The form in which applications should be submitted and information and materials they should include WRITTEN LETTER WITH HISTORY OF ORGANIZATION AND PROPOSED USE OF FUNDS

c Any submission deadlines N/A

Form 99aPF(2000) HUGHEY FOUNDATION, INC 59-0965239 Page 10 Part XV Supplementary Information (continued)

BAA TEepo7io ia1ovoo Farm 990-PF (2000)

Line No I Explain below how each activity for which income is reported in column (e) of Part XVI A contributed importantly to the t accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See instructions )

Form 990-PF (2000) BAA TEenno501 10104Ao

Form 990-PF (2000) HUGHEY FOUNDATION, INC 59-0965239 Page 11

Part XVI-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated (a) I (b) (c) (~ siness Amount faclusion Amount Related or exempt :ode code function income

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

2 Membership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 5 Net rental income or (loss) from real estate a Debt financed property b Not debt-financed properly

6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 9 Net income or (loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenue

a b c

e 12 Subtotal Add columns (b), (d), and (e) 17,309 13 Total Add line 12, columns (b) (d), and (e) ~ 13 17,309 (See worksheet in the instructions for line 13 to verify calculations )

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

Form 990-PF(2000) HUGHEY'FOUNDATION, INC 59-0965239

Part XVII Information Regarding Transfers to and Transactions and Relationships with Nonchantable Exempt Organizations

Y 1 Did the organization directly or indirectly engage in any of the following with any other organization

described in Section 507(c) of the Code (other than Section 501(c)(3) organizations) or in Section 527, relating to political organizations?

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

la 1 (1) Cash

1a(2) (2) Other assets

b Other transactions

(1) Sales of assets to a noncharitable exempt organization 1 b 1

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

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

(4) Reimbursement arrangements 1 b

(5) Loans or loan guarantees 1 b

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

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

d If the answer to any of the above is Yes,' complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting

or ganizalion If the organization received less than fair market value in

an transaction or sharin arrangement, show in column d the value of the goods, other assets, or services received (a) Line no (b l Amount involved (c) Name of nonchariGble exempt organization (d1 DescrioLan of transfers. Uansac6ons . and sharing arrange

X

2a Is the organization directly or indirectly affiliated with, or related to, one or more lax-exempt organizations described in Section 501(c) of the Code (other than Section 501(c)(3)) or in Section 527 F1 Yes X No

b If 'Yes .' complete the following schedule

12

No

X

X X

HUGHEY FOUNDATION, INC 59-0965239

Form 990 PF, Page 1, Part I, Line 23 Line 23 Stmt

Other expenses Rev/Ex Book BANK SERVICE CHARGES LEGAL NOTICE 53 CORPORATE ANNUAL FEE 123

1

Net Inv Inc Ad Net Inc Charity Disb

53 53 123 123

176 176 176 Total

Book Value Cost/Other Accumulated Basis Depreciation

Line 11b - Description of Investments Land, Buildings and Equipment

LAND 16,907 LAND 440,998 BUILDING 14,854

Total 472,759

16,907 440,998 14,854

472,759

Beginning End of Year Book Book Fair Market Value Value Value

Line 15 - Other Assets :

UTILITY DEPOSITS 300 300 300 PREPAID TAX 322 322 322

Total 622 622 622

Form 990 PF, Page 2, Part II, dine 11 L-71 Stmt

Form 990 PF, Page 2, Part II, Line 15 Other Assets Stmt

Type or pnot HUGHEY FOUNDATION INC 59~ Fide by the Number Street aid Room u Suite Number II a P O Boy see unUudpa due date for tiling your 205 S HOOVER STREET SUITE 400 return See City row, o. Post Mtt For a foreign address see nswcbons instructions

TAMPA Check type of return to be filed (file a separate application for each return) n Form 990 n Form 990 T (corporation) n Form 4720 u Form 990 BL u Form 990-T (Section 401(a) or 408(a) trust) u Form 5227

Form 990-EZ Form arm 990 PF H Form 1~041TA`rust other than above) H Form 8870 H F

3a I( this application is for Form 990 BL, 990 PF, 990-T, 4720, or 6069, enter the tentative lax, less any nonrefundable credits See instructions $ 2,803

b If this application is for Form 990 PF or 990-T, enter any refundable credits and estimated lax payments made Include any prior year overpayment allowed as a credit $ 1,303

c Balance Due. Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit with F7D coupon or, d required, by using EFTPS (Electronic Federal Tax Payment System) See instructions $ 1,500

Signature and Verification

Under puuWes of Perjury I OlClare t hat I leave eumanE Urn hewn vKhdnp a[ednparyrq st3eduks and stdlemlnts and b the best of rty Frwwkdpe and belief it rs true correct and =OlHe and that l am auNOr¢eA W prepare Cus loan

BAA For Pillper1fork Reduction Act Notice, see instructions Form 8868 (12 2000)

FIFZ0501 1710100

Form 8868 Application for Extension of Time to File an (December 2=) Exempt Organization Return OMB NO 1545 1709

aoaNnent W the Treasury imemui aewriue servce a` File a separate application for each return If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 0( this form)

Note . Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868

Part I Automatic 3-Month Extension of Time - only submit original ono copies needed) Note, Forth 990.7 corporations requesting an automatic 6-month extension - check this box and complete Part I only

All other corporations (including Form 990 C filers) must use Form 7004 to request an extension of time to file income tax returns Partnerships,

Number

If the organization does not have an office or place of business in the United Stales, check this box ~ U If this is for a group return, enter the organizations four digit Group Exemption Number (GEN) If this is for the whole group, check this box ~ F1 If it is for part of the group, check this box ~ Fland attach a list with the names and EINs of all members the extension will cover

1 I request an automatic 3-month (6 month, for 990-T corporation) extension of lime until Feb 15 . 20 02 , to file the exempt organization return for the organization named above The extension is for the organizations return for B calendar year 20 or X tax year beginning Jul 1 , 20 00 , and ending Jun 30 , 20 01

2 It this tax year is for less than 12 months, check reason El Initial return Final return O Change in accounting period

I1/07/01

q l

Form 8868 ~ / UGHEY FOUNDATION, INC 59-09E " If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box

Note Only complete Part it it you have already been granted an automatic 3-month extension on a previously filed Forth 8868

39 Page 2 X

:opy . Nfic.uon Number

239

,IS ate. 5227 Q Form 8870

Part I

--~ - -` ~4 59-C ~z 1 For LRS

..a .

K

n Form 1041-A n f

IMtruCtuns F,le by the Wended ZO5 S 0. 0a for

~~~Y i~ a and

Check type of return to be filed (file a separate application for each return) n Farm 490

r - ~ ~ Form 990-EZ n Form 990-T (Section 401(a) or 408(a) trust)

------------------------------------------------------------------8a If this application is for Farm 990-BL, 990-PF, 990 T, 4720, or 6069, enter the tentative tax, less arty

nonrefundable credits See instructions $ 346

b If this application is for Form 990 PF, 990-T, 4720, or 6069, enter any refundable credits and estimated lax payments made Include any prior year overpayment allowed as a credit and any amount paid previously with Foam 8868

c Balance due Subtract line 8b horn FfD coupon or . it recurred . by min

this form, or, if required . deposit with a Under penal of periyry, I EeGbre put 1 hart e+ammeE Ns forth wMup accompanying acteEUks " statements and b the best d my knowledge and belief it a true cwred, and Complete arid Wt 1 em auCU¢ed b Prepare Via; form

P~ . 4/ "7/02- - Notice to Applicant - To be Completed 6y the IRS

n~1 We hal~prfved this application Please attach INS form to the organizations return

LI We have not approved this application However, we have granted a 10 day grace period from the later of the date shown below or the due date of the organizations return (including any prior extensions) This grace period is considered to be a valid extension of time fog elections otherwise required to be made on a timely filed return Please attach this form to the organization's return

We have not approved this application After considering the reasons stated in item 7, we cannot grant your request for an extension of lime to file We are not granting a 10-day grace period

We cannot consider this application because it was kited after the due date of the return for which an extension was requested Other

------E,l~t~.ti~F~----------- Y9~1 R!n ~t~'t' ~i.~ ~`E A i~~~~" ~'

Dnec7ar 1\ d . .b 1 l~l

I

Address - Enter the address it you want the copy of this application for an additional 3 month extension han the one entered above

Fl 33609 Form 8868 (Rev 12 2000)

FffZO5D2 1X21100

wme Type or Print IHUG TION, INC

w Sub! Nipnber II a

Stop , Do not complete Part il ii you were not alread y ranted an automaLc 3-month extension on a previously filed Form 8868 " I( the organization does not have an office or place of business m the United States, check this box 11~ ET " If this is for a group return, enter the organizations lour digit Group Exemption Number (GEM If this is for the

whole group, check this box ~ Q If i1 is part of the group, check this box ~ ~ and attach a list with the names and EINs of all members the extension is for

4 1 request an additional 3 month extension of lime until ~I S - , 20 5 For calendar year , or other tax year beginning JUl 1 , 20 00 and ending Jun 30 . 20 01 6 If this lax year is for less than 12 months, check reason II Inilial return OFmal return Change in accounting period 7 Stale in detail why you need the extension

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

$ 2,803

i

James D Farmer, CPA Type Of Nonber end Street (nduE . Mat., ream, a 4putrnent ~wnber) a . P O 90 . Numb., Print 205 S Hoover Blvd , Suite 401

City w Tovm PMdnce or SLIa . and Goun4y (mrclud,ng uosW v ZIP code)

ea4

2 t ZQp1

THE TAMPA TRIBUNE Published Daily

Tampa, Hillsborough County, Florida

giant further says that the said The Tampa Tribune is a newspaper published et Tampa m said Hillsborough County, Florida. and that we said newspaper has heretofore been continuously published in said Hillsborough

County, Flonda, each day and has been entered as second class mail matter at the post office in Tampa, in said

Hillsborough County, Florida for a period of one year next preceding the tint publication of the attached copy of

advertisement, and giant further says that she has neither paid nor promised any person, this advertisement for publication m the said newspaper

( 1 / / n i,

13 Sworn to and subscribed by me,

of MoVEMBE AD 20ai

,~pPY PVe (Y~e-IPI NOTnPV SEAL p O l SUSIE LEE SIATON `, f *

~ *

COMMISSION NUMBER ~ ~ Jt... . 1 D o u~ Q DD000060 q N!Z' MY COMMISSION EXP

APRI L 16 2005

State of Florida

County of Hillsborough ~ ss

Before the undersigned authority personally appeared 1 Rosrnthal, who on oath says that she is Classified Billing Manager of The Tampa Tribune, a daily newspaper published at Tampa m Hillsborough County, Florida, that the attached copy of advertisement being a

m the matter of

was published m said newspaper m the issues of .j..vm"4nFo ,.yyppi

Personally Known V or Produced Identification Type of Identification Produced