F Return of Private Foundation Iry or Section 4947(e)(1) Nonexempt Charitable Trust Treated as a Private Foundation

Note : The woanization may be able to use a coov d this reNm to satislv state ranortina reauiramant

OMB No. 1505-0052

LSOO(�

For calendar ye G Check all that

E II vmet . lounaetim new w I~ne1M unCV s~ 507(l)(1J(y, dwck non ,

F If tM IounEetlm la In a WmmN ~~mineYm

(d) Disbursements (c) Adjusted net for charitable

income purposes

For PePerwuk Reduction Act Notice, sea the Instructions . zEUto 1 .00 90C1I4 4178 03/18/2003 11 :07 :03 V02-4.2

ram, 990-PF (2002) In

of organization Use the IRS THE WISKI:b4\IdN FAbIILY FOUNDATION

C/O FRANKLIN RESOURCES INC . Otherwise, Number and street (or P.O . box number if mail is not delivered to street address)

print ONE LZN PARKWAY or type .

See Specific BUILDING 920 4TH FLOOR Instructions . City or town, slate, and 21P code

SAN or= n:

94403 1 Check type of organization : Section 501(c)L 3) exempt private foundation

Fair market value of all assets at end J Accounting method:LXf Cash U Accrual of year (from Part 11, cd. (c), line O Other (specify) _____ 16 . 8 116 8 63 . (Part l, column (d) must be on cash basis.)

An alysis of Revenue and experaas (s) Revenue and (The total of amounts in cdumns (b), (c), and I (b) Net investment (d) may not necessarily equal we amounts in expenses per income

11 books

t co~tneww ns. Dienb. .~c. nc~ha (mead sa~wW.) .

Check 1 ~ ~~ ~~e fwndatian is not required to

attach scn. a 2 Distributions from split-interest trusts , , , ,

3 Interest on savings end temporary cash investments

4 Dividends and interest from securities , , , ,

5 e Gross rents . . . . . . . . . . . . . . . . .

b (Nat rental income a (lass) )

6 e Net gain or (lass) from sale d assets nor m line 10 b Gross sales pricafnall 276 .695 . assets m line 6a

7 Capital gain net income (from Part IV, line 2) , 8 Net short-term capital gain , . . , . . . , , 9 Income modifications " Ore Grass Sale51B55 fetums

era al lm Less : C algooC, VED

c Gross p oft r (loss) (attach uhedule) ~ 7 Other in ~ (attaoN sahedubhni O

13 Cwnpan tioraLc^ F ̂"-- ~~ tc .

m 1 a omen s oloye se~9~ 1 .~ . 15 Pension , em p oyee benefits , , , , , ,

16e Legal fees (attach schedule) . , . . . , . . ,

b Accounting fees (attach schedule) , . . . ~ 42 c Other professional fees (attach schedule), .

17 Interest, ,

c 1 8 Tomes (attach schedule) (s~ papa 13 d t SMUMWaCq v 9E 19 Depreciation (attach schedule) and depletion

20 Occupancy . . , , . , , , , , , , , , , , ,

D q 21 Travel, conferences, and meetings , ,

:~a of 22 Printing and publications , , , , , , , , , , c

N q 23 Other expenses (attach uhedule) $TMT, $ , `m 24 Total operating and administrative expenses.

o O Add lines 13 through 23 , , . , , . , , , , 25 Contributions, gifts, grants paid , , , , , , ,

27 Subtract line 26 from line 12 : a ~o,mw,u.w.r~ .naahW~b . .

b Nat Investment Income (if negative, enter -0-)

Employs identification number

Room/suite I B Telephone number (see page 10 U Ira instructions)

C tl eRempOm appimum u Dmtinp. drck Mn . . . . . . . L-1

p 7 . Fwayn apefCeYa+s. Nrk Mn

2. Foni9n ~Yms mwonp the 85% trt, ~wk Mn anC anent comVweuan . . . . . . . . .

Form 990-P F (2002)

2111420

JSA 1.000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 7

Attached stheaubs and amounts in the Sheets description cdumnsnomateta

1 Cash -nm-inlereshbearinB . . . . . . . . . . . . . . . . . . 2 Savings and temporary cash investments , , , , , , , , , , , 3 Accounts receivable

Less: allowance for doubtful accounts; 10 - 4 Pledges receivable

Less: allowance for doubtful accounts 101 5 Grants receivable , , , , , , , , , , , , , , , , ,

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

disqualified persons (attach schedule) (see page 15 d the ksnudions)

7 Other notes and loans receivable (attach schedule) Ill' Less : allowance for doubtful accounts 0 -

8 Inventories for sale a use , , , , , , , , , , , , , , , , 9 Prepaid expenses and deferred charges , , , , , , , , , , , ,

10a investments -U.S . and mate govimment obligations (attach schedule) b Investments -corporate stack (attach schedule) , $Z= 6, ,

c Investments - corporate bonds (attach schedule) . . , , , , , 17 Investments-land, buildings, 1

and e9uipment:bavs ___________________ Less : aaumu'atad depreciation (attach schedule) ___________________

72 Investments -mortgage loans , , , , , , , , , , , , , , , , 13 Investments-other (attach schedule), , , , , , , , , , , , , 14 Land, buildings, and ,

equipment: basis ___________________ Less : accumulated Copulation 1, (attach schedule) ____________________

15 Other assets (describe 1 ____________________ ) 16 Total assets (to be completed by all filers-see pope 16 m

17 Accounts payable and accrued expenses , , , , , , , , , , ,

78 Grants payable , , , , , , , , , , , , , , , , , , , , , , ,

79 Deferred revenue , , , , , , , , , , , , , , , , , , , , , ,

20 Loans from officers, directors, Inulees, and crier disqualified persons

21 Mortgages and other notes payable (attach schedule) , , , , , 22 Other liabilities (describe " )

za i otai ueoumes add ones i i mrou zz

Organizations that follow SFAS 777, check here " X and complete lines 24 through 26 and lines 30 and 31

24 Unrestricted . � . . ���� , . � � , . . � .

25 Temporarily restricted . . , , , , . . . . , , , , , . . . , .

26 Permanently restricted " " " " " " " " " "

Organizations that do not follow SFAS 717, check here and complete lines 27 through 31 . " F

27 Capital stock, trust principal, a current funds , , . . . . , , .

28 Paid-in or capital surplus, a land, bldg ., and equipment fund , , , 29 Retained earnings, accumulated income, endwvmant, a other funds 30 Total net assets a fund balances (see page 16 of the

instructions) . . . . . . . . . . . . . . . . . . . . . . . . .

31 Total liabilities end pat assets/land balances (see pope 16 M the instructions) " " " " " " " . " . . . . . . . . . . . . . .

Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances al beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 6

2 Enter amount from Part I, line 27a 2 1 3 Other increases not included in line 2 (Itemize) " ------------------------------------ 3 4 Add lines 1, 2, and 3 ~4 8 5 Decreases not included in line 2 (itemize) jes _ SEE STATBOl7T 7 ' a I 6 Total net assets or fund balances at end of veer (line 4 minus line 5) - Part II . column (b)line 30 . . . 6 8

94-3256658

(e) List and describe we kind(s) 01 property sold (e.g ., real estate, 2-story brick warehouse ; a common stock, 200 she . MLC Co .)

a SEE PART IV SCHEDULE b e d e

(e) Gross sales price (Q Depreciation allowed (B) Cost a other basis (w allowable) plus expense of sale

Complete only for assets showin win in column h and owned b the foundation on 1

Q) F.M .V . as of 12/31/69 Ol Adjusted basis (k) Excess M cal . (i) as of 12/31/69 over cal . (), if any

p) Gains (Cal . (h) gain minus col . (k), but not less than -0-) or

Losses (tram cal . (h))

1 Enter the appropriate amount in each column for each year ; see page 17 of the instructions before making any entries.

ratio

6

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

7 Add lines 5 and 6 . . . . . . . . . . . . . . . . , , . . , . , , , . . . . , , , . , I 7

B Enter qualifying distributions from Part XII, line 4 ~ ~ ~ ~ ~ ~ ~ . ~ ~ ~ ~ ~ ~ ~ ~ . . . . . . . . . I 8 1 360 , 000 . If line 8 is equal to w greater than line 7, check the Emu in Part VI, line 1 D, and canplHe That part using a 1 % eau rote. See the pan VI instruct ions on page 17 .

iEi .3o , .ooo Farm 990-PF (2002) 90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 8

Form

(c) Date { d) Date sold acquired

.) mo., day, Yr .) (mo., day, Yr I

(h) Gain a (loss) (e) plus (0 minus (g)

If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) ~ " " " " { If (loss), enter-0- in Part I, line 7 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) : ,

If gain, also enter in Part I, line 8, column (c) (see pages 12 and 17 of the instructions) . If /lossl . enter-0. in Part I . line 8 . . . . . .

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

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 period?. . . . O Yes X No It "Yes," the organization does not qualify under section 4940(e). Do not complete this part .

Base period years Calendar year I (b) I (°) (w lax year beginning in) Adjusted qualifying distributions Net value of nmcliaritaDlo-uu assets

2001 207,684 . 6,639,181 . 2000 223 .922 . 4 553947

3 .960 .307 . 1 0 .

1997

2 Total of line 1, column (d) . . . . . . . , , , , . . . . , , . , , , . . , , . . . , . , . . . . , . I 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 H less wan 5 years

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

5 Multiply line 4 by line 3 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

J Excise Tax Based on Investment Income Section 4940(a), 4940~b), 4940'e), or 4948 - sae pa

1 e Eempt operating foundations described in section 4940(dx2), check here " and enter'N/A' on line 1 . Date of ruling letter: _ _ _ _ _ _ _ _ _ (attach copy of ruling letter If necessary -see Instructions) , , , , ,

b Domestic or anizalions that meet the section 4940(e) requirements in Part V, check here " X and enter 1 % M Part 1, line 27b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

c All other domestic organizations enter 2% of line 27b . Exempt foreign organizations enter 4% of Part I, fine 12, cd . (b) 2 Tax under section 511 (domestic section d947(s)(1) trusts and Fable foundations only. Others enter -0-) , , , , , , , 3 Addlines l and 2 , , , , , , , , , , , , 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts end table foundations only. Others enter -0-), , , , , , , 5 7u based on Investment Income . Subtract line 4 from line 3 . I( zero a less, enter- , , , , , , , , , , , , , , , , 6 CrcdilslPayments : e 2002 estimated tax payments and 2001 overpayment credited to 2002 , , , , , , , 6e 2 , 360 0 b Exempt foreign organizations - tme withheld a[ source , , , , , , , , , , , , , , , , 6b NONE c Tax paid with application for extension of time W file (Form 8868) , , , , , , , , , , 6c NONE d Backup withholding erroneously withheld , , , , , , , , , , , , , , , , , , Bd

7 Total credits and payments. Add lines 6a through 6d . , . . . , , , . . . . . . . . . . . . . . . . . . . . 8 Enter any penalty for underpayment of estimated tax. Check hue O if Form 2220 is attached , , , , , , , , , , 9 Tax due . If the total of lines 5 and B is more than line 7, enter amount owed , , , , , , , , , , , , , , , , , , , , 10

10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid , , , , . , , , , , , , , , 1

77 of the

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 9

1 e During the tax year, did the organization attempt to influence any national, state, a local legislation a did Yes No it participate or intervene in any political campaign? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , t e X

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 18 of the instructions fix definition)? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 b X

If the answer is 'Yes'to 1 a or 16, attach a detailed descriptim d the activities and copies W any materials published a distributed by the organization fn connection with the activities .

c Did the organization file Form 1120-POD to this year? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 c N A d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(t) On the organization . li~ E (2) On organization managers . " $ . . .__v. . .. . :. :_ . . . : . . :. ~k

e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed w~ on organization managers . Is. E . . � , �sM ; :�

2 Has the organization engaged in any activities that have not previously been reported W the IRS? , , , , , , , , , , , , , , , , , , ~ 2G ^ X 11 'Yes,' attach a deWtied descriptim d we ac6vNies.

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles � . of incorporation, or bylaws, a other similar instruments? If 'Yes, ' attach a conformed espy d the changes , , , , , , , , , , , , , , 3 `X

4 e Did the organization have unrelated business gross income of $1,000 a more during the year? , , , , , , , , , , , 4e X b If "Yes," has it filed a tax realm m Form 990-T for this year? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 4b N A

5 Was there a liquidation, termination, dissolution, w substantial contraction during the yea( , , , , , , , , , , , , , , , , , , , , , 5 X II Nes,'atfacA the statement required by General Instruction T.

x 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either : By language in the governing instrument a By state legislation that effectively amends the governing instrument= that no mandatory directions ,. that conflict with the state law remain in the governing instrument? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,6 XA" N

7 Did the organization have at least $5,000 in assets at my time during the yeah II Nes,' complete Part It, cd. (c), and Part XV. , , , , 7 X 8 e Enter the states to which the foundation reports or with which it is registered (see page 19 of the s

--: instructions) ll~ CALIFORNIA - " -------------------------------------------------------------b If the answer is 'Yes' to line 7, has the organization furnished a copy of Form 990-PF to the Attorney � , �� ,. ���

General (or designate) of each state as required by General Instruction G1 If 'No,' attach explanation , , , , , , , , , , , , , , , , Bb X ̀9 Is the organization claiming status as a private operating foundation within the meaning of section 4942Q)(3)

or 4942Q)(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions far Part XIV m page 25)7 If Nes~ 'complete Part XN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . :.". ..9,.,.

10 Did any persons become substantial contributors during the tax yea(! If 'Yes,'attach a schedule listing their names and addresses . , , 10 X 71 Did the organization comply with the public inspection requirements for its annual returns end exemption application? . . . . . . . . 17 N A

Web site address " ?'1,A 12 The books are incare oi fl~_ELZZAHETHfT _ISI7N Telephone no. 1650~~12=3000 _______________________ ________-_

Lxated at fl~ONE FRANKLIN PARKWAY . SAN MATEO CA DP+4 ~ ____ 94403 -_ 1

13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here , , , , , . , . and enter the amount of tax-exempt interest received a accrued during the veer . . 0- 1 13 I

JSA Forth 990"PF (2002) 2E1110 1.000

JSA 2E1450 1 .000

90C110 4178 03/18/2003 11 :07 :03 V02-4 .2 10

4 l File Form 4720 if any Item Is checked In the 'Ves" column, unless en exception applies.

1 e During the year did the organization (either directly a indirectly): (1) Engage in we sale or exchange, or leasing of property with a disqualified person? . . . . . . . . 0 Yes a No

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

a disqualified person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes

X No

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

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

(5) Transfer any income or assets to a disqualified person (a make any of either available

for the benefit or use W a disqualified person) . . . . . . . . . . . . . . . . . . . . . . . . . ElYas EZ No

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

if the organization agreed to make a grant to or to employ the official for a period

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

b If any answer is 'Yes'to 1a(1 )-(6), did any of we acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 19 of the instructions)? . . .

Organizations relying on a current notice regarding disaster assistance check here . . . . . . . . . . . . . 10. " U

c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted =is, wet were not corrected before we first day of the tax year beginning in 20027 . . . . . . . . . . . . . . . . . . . . . . . .

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) a 4942Q)(5)): a At we end of fax year 2002, did we organization have any undistributed income (lines 6d

and 6e, Pert XIII) for tax year(s) beginning before 20027 . . . . . . . . . . . . . . . . . . . . . . F-1 Yes O No

If 'Yes; list Meyews

b Are there any years listed in 2a for which the organization is not applying we provisions of section 49d2(a)(2)

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

to ell years listed, answer 'No' and attach statement-see page 19 W the inswctions.) . . . . . . . . . . . . . . . . . . . . .

e If the provisions of section 4942(a)(2) me being applied to any of the years listed in 2a, list the years here .

1__________ ._________ .________ .________ 3 e Did the organization hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1-1 Yes ~X No

b If 'Yes; did it have excess business holdings in 2002 as a result of (t) any purchase by the organization or disqualified persons after May 26, 1969 ; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift a bequest; a (3) the lapse of the 10-, 15-, a 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the organization had excess business holdings in 2002 .) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 e Did the organization invest during we 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 first day of the lax year beginning in 20027 . . . . . . . . . . . 5 e During the year did the organization pay a incur any amount to :

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))9 , , , , , , a Yes EZ No (2) Influence we outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drivel , , , , , , , , , , , , , , , Ves X No (3) Provide a grant to an individual for travel, study, a other similar purposes? , , , , , , , , , , , 8 Vea BX No (4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), a (3), a section 4940(d)(2)? , , , , , , , , , , , , , , , , , , , , , Yes F -x]No (5) Provide for any purpose other then religious, charitable, scientific, literary, a

educational purposes, or for the prevention of cruelty to children a animals? , , , , , , , , , , F] Yes X No

b If any answer is 'Yes" to 5a(1 }(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)? "~ Organizations relying on e current notice regarding disaster assistance check here . . . . . . . . . . . . . .

c If the answer is "Yes* to question Se(4), does the organization claim exemption from the tax because it maintained expenditure responsibility torthefpenCJ . . . . . . . . . . . . . . . . . Yea EZNo 1l 'Yes,' attach we statement required by Regulations section 53.4945-5(d).

6 e Did we organization, during the year, receive any funds, directly a indirectly, to pay premiums on a personal benefit contract? . , . , . . . . , , . . . , , , , . , , , , , , , , , , , ElVea X No

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

Form 990-PF (2002)

94-3256658 Form

1 I

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

"NONE." e Name and address of each person aid more than $50,000 Type of service (c) Comp

NOT APPLICABLE

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

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

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

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

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

OR M Summary of Direct Charitable Activities

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

1 NOT APPLZCAHLE

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

2

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

3

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

4

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

J5A 2E7160 7.000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 11

p) Name and address (a)

hours per average 1cl 6anvansatwn dal camneueons to

per week (If not paid. enter .mpoy.. ~ pero (~) ~~+se account, aevdeetopasition 44 end W.vwmn~oon other allowances,

-------------------------------------- SEE STATEMENT 8 -0- -0- -0-

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

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

_____________________________________I

2 Compensation of five highest-paid employees (other than those Included on line 1 - see page 20 of the Iro4uetbm). Ii none, enter "NONE.'

(6) Tile and average (a) cwmEUUms m (a) Name and address of each employee paid more than $50,000 fours per week (c) Campensatim ..Pt,. e.n.nt PI. (a) Expense account,

devoted to position ena a.lana mmw~~ finer allowances

NOT APPLICABLE

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

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

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

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

Form 990-PF(2002)

IunoWrt

Distributable Amount (see page 23 of the insVuctans) (Section 4942Q)(3) and (j)(5) privy foundations and certain foreign organizations check here lo and do not complete this p

1 7 Minimum investment return from Part X, line 6 . . . . , . , , , . . , . .

, . . . . , . . . . , , . 2 a Tax on investment income for 2002 from Part VI, line 5 . 2a 3 , 415 . -:

b Income tax for 2002 . (This does not include the lax from Part VI .) 2b c Add lines 2a and 2b ~ ~ ~ 2e

3 Distributable amount before adjustments. Subtract line 2c from line 7 , .

. . . . , . . . . . . , 3 4 a Recoveries of amounts treated as qualifying distributions , , , , , , 4a NONE I~<~?', b Income distributions from section 4947(x)(2) trusts . . . . . . . . . . 4b , c Add lines 4a and 4b 4e

5 Add lines 3 and 4c . . . . . . . . . . . 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Deduction from distributableamount (see page 23 of the instructions) . . . ~ ~ ~ ~ ~ ~ ~ ~ ~ , , 6 7 Distributable amount as adjusted . Subtract line 6 from tine 5 . Enter here and on Part line 1 . . . . 7

Qualifying Distributions (see page 23 of the instructions)

7 Amounts paid (including administrative expenses) to accomplish charitable, etc ., purposes: ., . a Expenses, contributions, gifts, etc . - total from Part I, column (d), line 26 . . . , , , . . . . , . . , , , 1a5 360 000 . b program-related investments-Total from Part IX-B 1 b NONE

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, elc ., purposes 2 NONE

3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) , . . . . . . . _ . . . . . . . . . . . . . . . . . . 3a~ NONE b Cash distribution test (attach the required schedule) . . . 3b NONE

4 Qualifying distributions . Add lines 1 a through 3b . Enter here and on Part V, line 8, and Part XIII, line 4 4 360 , 000 . 5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

income . Enter 1 °h of Part I, line 27b (see page 24 of the instructions) . . . . . , . . . . . . . , . , . 5 3 , 415 . 6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 356 585 .

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

JsA Form 990-PF (2002) 2 E 14 70 L000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 12

Describe the two largest program-related investments made by we foundation during the tax yew m lines 1 mid 2 . NONE

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

2

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

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

Total. Add lines 1 through 3 ~ ~ Minimum investment Return (All domestic foundations must complete this part . Fo

see page 21 of the instructions .) 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes: a Average monthly fair market value of securities . . . . . , . . . . . . . . . . . . . . . , . . , b Average of monthly cash balances*'

*''* **''* . . . . , . . . . , , ,

c Fair market value of all other assets (see page 22 of the instructions) . . . . . . . , , , d Total (add lines t a, b, and c) . . , , . . . . . , . . . . . . . . , . . , , e Reduction claimed for blockage or other factors reported on lines to and

tc (attach detailed explanation) . , . . . . . . , . , . I ~

1 e 2 Acquisition indebtedness applicable to

I line 1 assets

3 Subtract line 2 from line 1d 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see page 22

of the instructions) 5 Net value of noneharitable-use assets . Subtract line 4 from line 3 . Enter here and on Part V, line 4 6 Minimum investment return . Enter 5% of line 5 , , , , , , , _ _ , , , _ , _ ,

Form 99o-fF aooz) Pap 8 Undistributed Income (see page 24 of the instructions)

(b) I W I (a) Years prior to 2001 2001 2002

2E1480 7 .000

9oc114 417e o3/1e/2oo3 11 :o7 :o3 vo2-4 .2 13

94-3256658

(e) 1 Distributable amount for 2002 from Part XI, Corpus

line? 1-77

2 Undistributed incwne, if any, as of lea end of 2001 : a Enter amount for 2001 only b Total for prior years

3 Excess distributions car met, if any, to 2002 : e From 1997 , , , , , NONE b From 1998 . . . . . NON

c From 1999 , , , , , , NO -" d From 2000 , , , , , NONE e From 2001 . . . . . . N ... .. . ., . . .. ..,. . .,., . . .. . t Total of lines 3a through e , , , , , , , , , ,

4 Qualifying distributions for 2002 from Part XII, line 4 : " $ 360 .000 .

e Applied to 2001, but not more wan line 2a , . . M1

b Applied to undistributed income of prig years (Election required -see page 24 of the instructions)

c Treated as distributions at W corpus (Election required - see page 24 0l the instructions) , ,

d Applied to 2002 disVibutable amount, , , , , . e Remaining amount distributed at of corpus , ,

5 Excess distributions carryover applied to 2002 Qf an amount appears in column (d), the same amount must be shown in column (a) .)

s Enter the net total of each column m , . ' .' indicated below :

e Corpus . Add lines 3f, 4c, and 4e . Subtract line 5 ' � `A b Prior years' undistributed income. Subtract

line 4b from line 2b , , c Enter the amount of prior years' undistributed ~ :

income for which a notice of deficiency has been issued, or on which the section 4942(a) tax his been previously assessed , , , , , , ,

d Subtract line 6c from line 6b . Tamable " amount - see page 24 of the instructions

a undistributed income for 2001 . Subtract line 4a from line 2e . Taxable amount -see page 24 of the instructions

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

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) a 4942(p)(3) (see papa 24 0l the instructions) ,

8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (see page 25 of we instNCUans) . . . . . . , , , , . , , , ,

9 Excess distributions cerrywer to 2003 . Subtract lines 7 and 8 from line 6a . . . . . . .

10 Analysis of line 9: e Excess from 1998 . . NON b Excess from 7999 . , NON c Excess from 2000 . . NON d Excess from 2001 . . . NON

Form 990-PF (ZOOZ)

Is, It the foundation has received a ruling u determination letter that it is a private operating foundation, end we ruling is effective for 2002, enter the date of the ruling

b Check box to indicate whether we organization is a private operating foundation described in section

2e Enter the Weser dine adjusted net incana from Part I or the minimum investment return from Pan Xforeach year listed , ,

b 85% of line 2a , , , , ,

c ouNilylnptianWYwxhanMrt

d Amounts end W W in line 2. no u . .a a.neouy i«.w.. ~dud ar .z~mp~ a Ywua . . . . .

B pudilyl-pqMpuLmsmeC . dinW y Im aM+mMUe d exempt eNNlip. Sut;ImC tin . 2d Irom 4n. h . . . . .

plt .meliN IM MW open: B 'ASS "b' NtNf1 "UhtM-Mt" f.

(1~ Vdu.dNISVW . . . (L) VNU-davwpwidyvip

unO.ruWm .s,wX3xex) . .

b 'EnAwvm .nl'Nt.pnlut- Enter 7!J of minlmvm Invutm.nl Mum Noxn In Pan X tine 8 for rqh Year IutW . . . . . . . . . .

c 'sUvcon'dft.m.w.t.n- .m.r

(1) TOW .uvvW an.ru,en yrou Imatm .nl incam. pm.nn. awa.na,. nens . paYmmla m uanYe Imna (uam 512(axS)), w n/dYa) . .

(2) suvvon 1. O.nwel public am 5 > man .x.mpl aqeMmtiau as pmidM In i~cYm .s,zaxaxexu) . . .

(3) Larywlemwnldsupparl fm. en ..Pt organization . . . . .

4 Grins iomtm.m in.. .

Supplement

assets at an

Total

in (Complete this part only if the organization had E5,000 or more the year - see page 25 of the instructions.)

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

-JU 2E7 .90 1 .000

90C1I4 4178 03/18/2003 11 :07 :03 V02-4 .2 Form 990-PF (2002)

14

Form

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

before the close of any tax year (but only if they have contributed more than E5,000). (SK section 507(d)(2) .)

ELIZAHETH WZSKEMA2IN

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

NONE

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, arc ., Programs : Check hem 1 El I( the organization only makes contributions to preselected chadtaWe organizations and Aces no accept unsolicited requests IorPonQa. If the omanization makes silts, grants, ate (see page 25 d the instructions) la inAiviOUels a aoanizatims under othercmEilions complete items 2a b c and d

a The name, address, and telephone number of the person W whom applications should be addressed:

SEE STATE4OU7T 9 b The form in which applications should be submitted and information and materials they should include :

e Any submission deadlines:

g~a~t v Purpose dDUtian contri or

SEE STATII= 10

b Approved for future payment

JSA

2E1.97 1,000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 15

3 .

Name and address i a Paid during the year

Year or Approved for Future uentisan'uWividual, FwMation any relatiorts~iD to states d w ndatmMm^anageN radpiml

94-3256658

Amount

Fmn 990-PF (2oa2)

Form 11

JSA 2E7492 1 .000

16 90C119 4178 03/18/2003 11 :07 :03 V02-4 .2

gross amounts unless otherwise indicated.

1 Program service revenue: e b

c

d

e

f

g Fees and contracts ham gwemment agencies

2 Membership dues and assessments , , , , ,

3 Interest on savings and temporary cash investments

4 Dividends and interest from securities

5 Net rental income a (loss) from real estate: e Debt-financed property , . , . . , , , ,

b Not debt-financed property , , , , , , ,

6 Nat rental income or (lass) from personal property

7 Other investment income

B Gain or (loss) from ales of assets other than inwntor

9 Net income or (loss) from special events , , ,

10 Gross profit a (loss) from sales W inventory . . 11 Other revenue: e

b

c

d

e

12 Subtotal . Add columns (b), (d), and (e) , , ': ~ 341 , 546 .

73 Total. Add line 12, columns (b), (d), and (e), , , , , , , , , , , , , , , 13 341,546 .

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to Line the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes). (See

page 26 of the instructions .)

Farm 990-PF (2002)

94-3256658

2 e Is the organization directly or indirectly affiliated with, or related to, one a more tmc-exempt arganizaums described in section 501(c) of the Code (other than section 501(c)(3)) a in secUm 527? , , , , , , , , , , , , , , , , , , F-1 Yes ~X No

b If 'Vas .' complete the fdlowina schedule . (e) Description of relationship

schedules and statements, and to the bear of my knaMeCge and

(e) Type W (a) Name of organization

Jsn 2E1493 1 .000

90C1Z4 4178 03/18/2003 11 :07 :03 V02-4 .2

Form 990-PF 2 94-3256658 Pap 12 LMTWMr Information Regarding Transfers To and Transactions and Relationships With Noncharitable

7 Did the organization directly or indirectly engage in any of we following with any other organization described in section 501(c) of we Code (other than section 501(c)(3) wganiulions) w in section 527, relating to political organizations?

e Transfers from the reporting organization to a noncharilable exempt organization of: (7) Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Other assets , , ,

b OtherTtansxGms : (1) Sales of assets to a noncharitable exmpt organization , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , (2) Purchases of assets from a nmcharitable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , (3) Rental of facilities, equipment a other assets , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , (4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (6) Performance of services or membership a fundraising solicitations , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

c Sharing of facilities, equipment, mailing lists, other assets, a paid employees , , , , , , , , , , , , , , , , , , , , , , , , , 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 organization . If the organization received less than fair market value in any transaction or sharing arrangement show in Column (d) the value of the goods, other assets, a services

Line no. I Ibl Amount invdved I Icl Name of noncharitaole aYamot aazni_!im I f0f Cz::doUUn :d t2rWar. trsrvsadims, arid

Under penalties of perjury, I declare that I Rave examined this return, including belief. it is true, correct, and complete . Declaration of preparer (other than

lV Jj!p. i i. /A i . ,

` 1 Signatu ? ~ceratrustee ~01, m S

rn g = Preparet's ' y a o ~ signature ~V

a m ,°, Firm's name (a you if 'RI

CEWATERHOUSECOO d ~ self-employed), addre s1---E49 9 FREMONT STREET

and ZIP code

OMB No. 1545-0047

Employer Identification number

Filers oh Section:

Form 990 or 990-EZ 0 501(c)( ) (enter number) organization

JSA 3E7]51 1 .000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 19

Schedule B Schedule of Contributors (dorm 990, 990-EZ, or 990-PF) Department Utna7rcawy Supplementary Information for Internal Revenue Service line 1 of Foam 990, 990-EZ, end 990-PF (sae instructions) Name of organization

THE WZSKEMANN FAMILY FOUNDATION Organization type (check one) :

2@ 02

4947(a)(1) nonexempt charitable trust not treated as a private foundation

0 527 political organization

Forth 990.PF U 501(c)(3) exempt private foundation

D 4947(a)(1) nonexempt charitable trust treated as a private foundation

0 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rub or e Special Rub. (Note: Only a section 501(c)(7), (8), w (10) organization can check boxes) for both the General Rule and a Special Rule - see instructions .)

General Rub

For organizations filing Form 990, 990.EZ, or 990.PF that received, during the year, $5,000 or more (in money or property) from any one contributor . (Complete Parts I and II .)

Special Rules -

For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations under sections 509(e)(t)/170(b)(t)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2% of the amount on line 1 of these forms. (Complete Parts I and II .)

0 For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from anyone contributor, during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. (Complete Parts I, II, and III .)

For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from anyone contributor, during the year, some contributions for use exclusively for religious, charitable, elc., purposes, but these contributions did not aggregate to more than $1,000. (If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the Parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc ., contributions of $5,000 or more during the year.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " $

Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ, or 990.PF), but they must check the box in the heading of their Form 990, Form 990.EZ, or on line 1 0l their Form 990.PF, to certify that they do not meet the riling requirements of Schedule B (Form 990, 990-EZ, or 990.PP9 .

For Paperwork Reduction Act Notice, sea the InstrucCons for Form 990 and Form 990F2. Schedule 8 (Form 990, 9904E4 w 990~F) (1002)

JSA 2E7233 1 .000 Schedule B (Form 990 ar9904EZ) (2002)

90C114 4178 03/18/2003 11 :07 .03 V02-4 .2 20

Schedule q (Farm 990v990-FZ)(2002)

If a section 501(c)(7), (8), or (10) organization received contributions or bequests for use exclusively for religious, charitable, etc., purposes (sections 170(c)(4), 2055(a)(3), or 2522(a)(3))-

List in Part I each contributor whose contributions foul more than $7,000 during the year that were for a religious, charitable, etc ., purpose. To determine the $1,000, aggregate all of a contributor's gifts for we year (regardless of amount). For a noncash contribution, complete Part II .

All section 501(c)(7), (8), or (10) organizations that received any charitable contributions and listed any charitable contributors on Part I mush also complete Part III .

If a section 501(c)(7), (8), or (10) organization received charitable gifts, but is not required to list any charitable contributors on Part I, check the box on line A at the top of Schedule B (Form 990 or 990.E and enter the amount of charitable contributions received in the space provided . The organization need not complete and attach Part III .

Specific Instructions Note : You may duplicate Parts 1, 11, and Ill if more copies are needed. Number each page of each Part. Part I. In column (a), identify the first contributor listed as no. 1 and the second contributor as no . 2, etc. Number consecutively. Show the contributor's name, address, aggregate contributions for the year; and the type of contribution (e .g ., whether an individual, payroll, or noncash contribution) . Report payroll contributions by listing the employer's name, address, and total amount given (unless an employee gave enough to be listed individually) .

Page 2

Part tl . In column (a), show the number that corresponds to the contributor's number in Part I . Describe the noncash contribution fully. Report on property with readily determinable market value (i .e ., market quotations for securities) by listing ids fair market value (FMS. For marketable securities registered and listed on a recognized securities exchange, measure market value by the average of the highest and lowest quoted selling prices (or the average between the bona fide bid and asked prices) on the contribution dale . See Regulations section 202037-2 to determine the value of contributed stocks and bonds. When market value cannot be readily determined, use an appraised or estimated value. To determine the amount of a noncash contribution that is subject to an outstanding debt, subtract the debt from the property's fair market value. Part III . Section 501(c)(7), (e), or (10) organizations that received contributions or bequests for use exclusively for religious, charitable, etc., purposes must complete Parts I through III for those persons whose gifts totaled more than $1,000 during the year. Show also, in the heading of Part III, total gifts that were $1,000 or less and were for a religious, charitable, etc., purpose. Complete this information only on the first Part 111 page .

If an amount is set aside for a religious, charitable, etc., purpose, show in column (d) how the amount is held (e .g ., whether it is mingled with amounts held for other purposes). If the organization transferred the gift to another organization, show the name and address of the transferee organization in column (e) and explain the relationship between the two organizations.

Contributors (See Specific Instructions .)

(a) (b) No. Name. address. and ZIP+

W I 1~ contributions Type of eontributbn

Person I I Payroll Noncash (Complete Part II if there is a noncash contribution .)

Person Payroll Noncash (Complete Part II if there is a noncash contribution .)

(b) ias. and ZIP + 4

(c) contribution

Person Payroll Noneash (Complete Part II if there is a noncash contribution .)

Person Payroll Noneash (Complete Part II if there is a noncash contribution .)

(a) )a of contribution

(b) Paz . and LP + 4

Ju 7E7353 1.000

90C124 4178 03/18/2003 11 :07 :03 V02-4 .2 21

Name to av,nl ation number

1 ELIZABETH WISfMbG,NN Person Payroll

ONE FRANKLIN PARKWAY 2,000,028 . Noncash (Complete Part II if there is

SAN MATEO, CA 94403 a noncash contribution .)

(e) (b) W (d) No. Name . address, and ZIP + 4 Aaareaate contributions Tvoe of contribution

(a) I (b) I M I 1d No. Name, address, and ZIP+4 Aaareaate contributions Tvoa of car

(b) I M I (d) ass, and ZIP +4 Aaareaate contributions Tube of coy

Person Payroll Noncash (Complete Part II if there is a noncash contribution .)

,age to

CO

Part 11 identification number

FMV (or( estimate) (see instructions)

Date received

2 .000,028 . 12/13/2002

FMV (or, estimate) (see instructions)

Date received

l FMV (or estimate) Date received (see Instructions)

` FMV (or estimate) Date received

(see instructions)

( FMV (or estimate) Date received

(see Instructions)

( FMV (or estimate) Date received (see instructions)

Schedule B (Form 990, 990F2, or 990fF) (2002)

22

JU 2E1250 1.000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2

Schedule B'(Fortn 980, 99D-E7- v 980FF) (2002)

Name of organization

TffE WISFOEM11ANN FAMILY FOUNDATION

Noncash Properly (See Speck instructions .)

(a) No. from (b) Part I Description of noneash properly given

57,054 SHS OF FRANKLIN RESOURCES . INC . 1

(a) No . from (b) Part I Description of noncash property given

(a) No . from (b) Part I Description of noncash property given

(a) No . from (b) Part I Description of noneash property given

(a) No . from (b) Part I Description of noncash property given

(a) No. from (b) Part I Description of noncash property given

THE WISKEMANN FAMILY FOUNDATION 94-3?56658

FORM 990PF, PART I - CONTRIBUTIONS, GIFTS AND GRANTS RECEIVED

DATE

ELIZABETH WISKEMANN 12/13/2002 ONE FRANKLIN PARKWAY SAN MATEO, CA 94403

TOTAL CONTRIBUTION AMOUNTS 2,000,028 .

STATEMENT 1 23 90C1i4 4178 03/18/2003 11 :07 :03 V02-4 .2

NAME AND ADDRESS ----------------

DIRECT PUBLIC SUPPORT

2,000,028 .

FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME

Kind of Property Description Date Date sold acquired

Grass sale Depreciation Cost a FMV Adj . basis Excess o Gain price less allowed/ other as of as of FMV over m

expenses of sale allowable hasis 12131169 117131jrQ ad' basis

TOTAL LONG-TERM CAPITAL GAIN DIVIDENDS 404 .

2,000 SHS FRANKLIN RESOURCES VAR 02/19/2002

78,398 . 20 . 78,378 .

2,000 SHS FRANKLIN RESOURCES VAR 02/26/2002

78,472 . 20 . 78,452 .

1,000 SHS FRANKLIN RESOURCES VAR 02/27/2002

39,834 . 10 . 39,824 .

1,000 SHS FRANKLIN RESOURCES t7AR 02/27/2002

39,596 . 10 . 39,586 .

1,000 SHS FRANKLIN RESROURCES VAR 02/28/2002

39,991 . 10 . 39,981 .

TOTAL GAIN(LOSS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276,625 .

2E1730 1 .000

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 18

FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS

REVENUE AND

EXPENSES PER BOOKS

FIDUCIARY TRUST COMPANY

5 .

90C1I4 4178 03/18/2003 11 :07 :03 V02-4 .2 STATEMENT 2 24

THE WISKEMANN FAMILY FOUNDATION

DESCRIPTION

TOTAL

94-3156658

NET INVESTMENT

INCOME

5 .

5 .

5 .

REVENUE AND NET

EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME ----------- --------- ------ ------

FRANKLIN RESOURCES, INC . FRANKLIN FED MONEY FUND FRANKLIN MONEY FUND PORTSMOUTH FINANCIAL SERVICES

48,363 . 24 .

2,556 . 13,973 . --------------

64,916 . 64,916 .

90C1I4 4178 03/18/2003 11 :07 :03 V02-4 .2 STATEMENT 3 25

THE WZSKEMANN FAMILY FOUNDATION 94-3256658

FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES ---------------

TOTAL

48,363 . 24 .

2,556 . 13,973 .

3,548 . TOTALS

90C124 4178 03/18/2003 11 :07 .03 V02-4 .2 26

THE pZSKEMANN FAMILY FOUNDATION

FORM 990PF, PART I - TAXES

DESCRIPTION -----------

FEDERAL TAX PAYMENT FEDERAL ESTIMATED PAYMENT

REVENUE AND

EXPENSES PER HOOKS

1,188 . 2,360 .

94-3256658

STATEMENT 4

94-3256658

CA FILING FEE

STATEMENT 5

90C1I4 4178 03/18/2003 11 .07 :03 V02-4 .2 27

THE pISKEMANN FAMILY FOUNDATION

FORM 990PF, PART Z - OTHER EXPENSES

DESCRIPTION

REVENUE AND

EXPENSES PER BOOKS

35 . --------------

TOTALS 35 .

90C1Z4 4178 03/18/2003 11 :07 :03 V02-4 .2 28 STATEMENT 6

THE WISKEMANN FAMILY FOUNDATION 94-3256658

FORM 990PF, PART II - CORPORATE STOCK

BEGINNING ENDING ENDING DESCRIPTION BOOK VALUE BOOK VALUE F'MV ----------- ---------- ---------- ---

FRANKLIN RESOURCES, INC . 6,338,150 . 7,830,903 . 7,830,903 . DOMINION RES INC . 120,188 . 109,800 . 109,800 . EQUITY OFFICE PROPERTIES INC . 60,156 . 49,960 . 49,960 . FIRSTENERGY CORP . 69,619 . 65,610 . 65,610 .

--------------- --------------- --------------- TOTALS 6,588,113 . 8,056,2'73 . 8,056,273 .

THE AISKEMANN FAMILY FOUNDATION 94-3256658

FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES

DECREASE RELATED TO SALE OF STOCKS DECREASE OF STOCK FAIR MARKET VALUE

90C114 4178 03/18/2003 11 .07 .03 V02-4 .2 29

DESCRIPTION

TOTAL

AMOUNT

246,789 . 285,009 .

--------------531,798 .

STATEMENT 7

THE WISKEMANN FAMILY FOUNDATION 94-3256658

FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

ELIZABETH WISKEMANN ONE FRANKLIN PARKWAY BUILDING 920, 4TH FLOOR SAN MATEO, CA 94403

GRAND TOTALS

90C1I4 4178 03/18/2003 11 :07 :03 V02-4 .2 STATEMENT 8 30

NAME AND ADDRESS ----------------

TITLE AND TIME DEVOTED TO POSITION -------------------

TRUSTEE

90C114 4178 03/18/2003 11 :07 :03 V02-4 .2 31

THE WISKEMANN FAMILY FOUNDATION 94-3256658

FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

MRS . ELIZABETH WISKEMANN THE WISKEMANN FAMILY FOUNDATION ONE FRANKLIN PARKWAY, BUILDING 920, 4TH FLOOR SAN MATEO, CA 94403

STATEMENT 9

THE WI9MRM7 FAMILY FOUNDATION

FOAM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT -------------------------- ------------------------------

GLENWOOD SCHOOL NIA SO1(C)j3)

BOY SCOUTS OF Al-MRICA. N/A

501(C)(3)

CHILDREN OF THE NIGHT NIA 501(C)(3)

SPECIAL OLYMPICS N/A

501(C)(3)

AMERICAN RED CROSS NIA 501(C)13)

OSTEOPATHY'S PROMISE TO CHILDREN N/A

501(C)(3)

SAN RAFAEL HIGH SCHOOL N/A

SO1(C)(3)

DAVIDSON MIDDLE SCHOOL N/A

501(C)(3)

COLLEGE OF 10" NIA 501(C)(3)

90C1IC 4178 03/18/2003 11 :07 :03 V02-4 .2

AMOUNT

10,000 .

5,000 .

10,000 .

10,000 .

5,000 .

10,000 .

40,000 .

40,000 .

25,000 .

PURPOSE OF GRANT OR CONTRIBUTION --------------------------------

EDUGTIONA7.

CHARITABLE

CHARITABLE

CHARITABLE

CHARITABLE

CHARITABLE

EDUCATIONAL

CHARITABLE

EDUCATIONAL

32 STATEMENT 10

94-3256658

17E WI9KEMAtII7 FAMILY FOUNDATION

FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

RECIPIENT NAME AIM ADDRESS FOUNDATION STATUS OF RECIPIENT -------------------------- ------------------------------

YMG N/A

501(C)/3)

9T . VINCENT DE PAUL SOCIETY N/A 501(C)(3)

SWISS BENEVOLENT SOCIETY N/A

501(C)(3)

LIFESAVERS WILD HORSE RESCUE N/A

501(C)(3)

9T . LOUIS MARIE GRIQ7ION DE M7NTFORT ACADEMY N/A

501(C)(3)

ALLASRE SCHOOL N/A SO1JC)j3)

THE MARINE bW4-lAL CENTER N/A 501(C)(3)

TAM PERFORMING:ARTS BUILDING FUND N/A

501(C) (3)

MARIN GENERAL HOSPITAL N/A

501(C)(3)

90C1IC 4178 03/18/2003 11 :07 :03 V02-4 .2

AMOUNT

5,000 .

5,000 .

5,000.

10,000 .

10,000 .

20,000 .

20,000 .

5,000 .

40,000 .

PURPOSE OF GRANT OR CONTRIBUTION --------------------------------

CHARIRA6LF.

CHARITABLE:

CHARITABLE

CHARITABLE

EDUCATIONAL

EDUCATIONAL

CHARITABLE

CHARITABLE

CHARITABLE

33 STATEMENT 11

94-3256658

(E)IJ)TOS YIN aRnos MAIM

(E)(D) T05 YIN Wf136(1Y3 IYNNf16S 0I3IJYd

(El(JITOS Y/N U3SlI3J NINYY7 30 6CN32N3

(E) W SOS Y/N 003 OJSIJNYN3 NY6

(0 (:))Tog Y/N xNYfILJNK6 SNYNd3'Ifl 9iE

(E)(J)TOS Y/N 0.76IONYN3 NY6 30 SW1136l1W 6SW MIA

------------------------------ --------------------------SN3IdIJ3N 30 6(LLYZ6 NOISYCM03 663lIDUY ow zYN ,LH3IdIJ3N

aN HOm19INSNOJ TZZNYI6H(1S QL dIH6N0IZY'I3N

UY3A 3HS HIM Md 6NOI.Lf18P3SNOJ CNM 6SMM9 - AX SNYd '3d066 W03

NOIZYONl103 ATI4M3 tIIiMiN6IM 3N.L 85995ZE-P6

ZI ZNWAdYZ6 b£

'000'09E OIYd 6NOIS(19INSN00 1YSQL ------------ ------------

'000,01 3'IgYyIyYHp

'000101 379YSINYHO

'000'5 3'I9YSIyYHJ

'000'0E 919YSI1M

'000'0T 31gYSIyYHj

'000'0L 379YlIUYFIJ

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

ZNIIOWY NOIl(19INSNOJ NO ENYH.9 30 3SOdNlld

Z'6-ZOA f0:L0 :TT COOL/BS/f0 BLIP >ITJ06

Note : if line 16, column (3), is a net gain, enter the gain on Fam lOdl, line < . I) lines 15a and 18, column (T), are net gains, go to Part V and do not complete Part N. If line 18, column (3), is a net lass, complete Part N and the Capital Loss Carryover Worksheet as necessary. For Paperwork Reduction Act Notice, see the Instructions for Forth 1041 . Schedule D (Form 1041) 2002 JSA 2F 7710 2 .000

90C1I4 4178 03/18/2003 11 :07 .03 V02-4 .2 35

SCHEDULED Capital Gains and Losses OMB No ,~~09 : (Form ,oa�

" Do penmemdtnerreasury " Attach to Form 7041 (or Form 5227) . See the separate Instructions for ~nl' 1.2 P91 R..

Service Form 1041 or Form 5227 . Name of estate a trust Employer Identification number

THE WISMD4D7N FAMILY FOUNDATION 94-3256658 Note: Form 5227 filers need to complete only Parts I and Il.

Short-Term Capital Gains and Losses -Assets Held One Year or Less

700 shares 7% acquired (c) Data sd0 (a) Costa aver basis (f) Gain or (Loss) d d 7 "Col I Imo. . Eav. K.1 I (~. ~Y. Yr-) I (~ 58~~ ~ I (sae page 31) I lcol . !al lass co. 0

7

2 Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824 , , , , , , , , 2 S Net short-term gain or (loss) from partnerships, S corporations, and other

estates or trusts S 4 Short-term capital loss carryover. Enter the amount, if any, from line 9 of the

2007 Capital Loss Carryover Worksheet � � � � � � � � � . � , . . � 4 5 Net short-term gain or (loss) . Combine lines 7 through 4 in column (f) . Enter

here and on line 14 below ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ . . . . . . . . . . . . . . . . . ~ 5

Long-Term Capital Gains and Losses -Assets Held More Than One Year

700 stares 7% I ecquhed I (c) Dale sold I Sales noe I (a) Cost a Other basis I (p Gain or (Lori) I °" a (L-) n a 7- c~ i ~m~ nay K i (mo. . day. Y~~) (d) P (see page 31) n..a MI . .K .iv.. i_.. we

6

7 Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824 8 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts 9 Capital gain distributions , , , , , , . , , , . . , . . , , , , . , . . ,

10 Gain from Form 4797, Part I , , , , , , , , , , , , , , , , , , , , , , , , , , , . , , , , , 11 Long-term capital loss carryover. Enter in both columns (f) and (g) the amount,

if any, from line 14, of the 2001 Capital Loss Carryover Worksheet , , , , . , , , , . . , 12 Combine lines 6 through 11 in column (g), , , , , , , , , , . , , , , , . , , , . , , , , 13 Net long-term gain or (loss) . Combine lines 6 through 11 in column (f) . Enter

"28N. rate gain or loss includes all collectibles gains and losses' (as defined on page 31 of the instructions) and up to 50% of the eligible gain on qualified small business stock (see page 30 of the instructions).

Summary of Parts I and 11 (1) Beneficiaries' (2) Estate's (g) Total (see page 32) or trust's

14 Net short-term gain or (loss) (from line 5 above), , , , , , , , , , , 15 Net long-term gain or (loss) :

a Total for year (from line 13 above), . , , , , , , , , , , b 28% rate gain or (loss) (from line 12 above), , , , , , , , , , . , , , c qualified 5 - year gain . . . . . . . . , d Unrecaptured section 1250 gain (see line 17 of the

worksheet on page 33), , 16 Total net gain or (loss) . Combine lines 14 and 15a

JSA 2F72I0 2 .000

36 90C114 4178 03/18/2003 11 :07 :03 V02-4 .2

Schedule D (Form 1041) 2002 - pace 2

17 Enter here and enter as a (loss) on Form 1041, line 4, the smaller of. a The loss on line 16, column (3) or b $3,000 17

1/ the loss on line 16, column . (3), is mole than .$3,000, .w i( Form .1041, page . l, .line 22, "is a loss, complete the Capital LOW CanyoverWorksheet on page 34 0l the instructions to determine your capital loss carryover.

Tax Computation Using Maximum Capital Gains Rates (Complete this part only if both lines 15a and 16 in column (2) are gains, and Form 1041, line 22 is more than zero .)

Note : I/ line 156, column (2) or line 15d, column (2) is more than zero, complete the worksheet on page 35 of the instructions to figure the amount to enter on lines 20 and 38 below and skip all other lines below. Otherwise, go to line 18 .

18 Enter taxable income from Form 1041, line 22 , . .

. . , . . . . . . 19 Enter the smaller of line 15a or 16 in column (2) 1 9 20 If the estate or trust is filing Form 4952, enter

the amount from line 4e ; otherwise, enter-0- " 20 21 Subtract line 20 from line 19 . If zero or less, enter -0. 21 ,

~ 22 Subtract line 21 from line 18 . If zero or less, enter -0. ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 22 ., 23 Figure the lax on the amount on line 22 . Use the 2002 Tax Rate Schedule on page 21 of the

instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . 23 24 Enter the smal2c: of the amount cry line 18 or $1,850 24

If line 24 Is greater than line 22, go to line 25 . Otherwise, skip lines 25 through 31 and go to line 32 .

25 Enter the amount from line 22 . . . . . . . . . , . , , . . . . . . , , . . . , 26 Subtract line 25 from line 24 . If zero or less, enter -0. and go to line 32 . . . 26

27 Enter the estate's or trust's allocable portion of ` " qualified 5-year gain, if any, from line 15c, ;. column (2) . . . . . . . . . . . . . . . . . . .

28 Enter the smaller of line 26 or line 27, , , , , , , , , , , , , , , , , , , , , , 28 .,.

29 Multiply line 28 by 8% (.08) , , , , . . . . . , . . . . . . , , , , , . , , , , , , , , , , , , , , , _ , , , , 29 ~ . :s::::_:: 30 Subtract line 28 from line 26 . . 3~ -111

31 Multiply line 30by10%(.10) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 31

If the amounts on lines 21 and 26 are the same, skip lines 32 through 35 and go to line 36 .

32 Enter we smaller of line 18 or line 21 . . . , , . , , , , , , , , , , , , , , 93 Enter the amount, if any, from line 26 . . . . . . . . . . . . . . . . . . . . . . 33 34 Subtract line 33 from line 32 34 35 Multiply line 34 by 20% (.20) . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . , . . , . , , , , , 35

36 Add lines 23, 29, 31, and 35 , , , , . , , , , , . , , , . , , , , , , , , , , , , . . . . . . . . . . . . . . 36 37 Figure the tax on the amount on line 18 . Use the 2002 Tax Bale Schedule on page 21 of the

instructions 37 38 Tax on all taxable~lneome (Includirg capital~galro) . Enter~the~amaller~of line~36~or line 37 here

and on line 1a of Schedule G, Forth 1041 . . , , . , , , , . , , , , , , , , , , , , , , , , , , , , , , , , , gg

Schedule D (Form 7041) 2002

90C124 4178 03/18/2003 11 :07 :03 V02-4 .2 37 STATEMENT 1

THE WISKEMANN FAMILY FOUNDATION 94-3256658 Schedule D Detail of Long-term Capital Gains and Losses

Date Date Gross Sales Cosl or Other Long-term Description Acquired Sold Price Basis Gain/Loss

CAPITAL GAINS LOSSES HELD FOR ZNVESTMEN PURPOSES

2 , 000 SHS FRANKLIN RESOURCES VAR 02 /19 /2002 78 , 398 . 20 . 78 , 378 . 2 . 000 SHS FRANKLIN RESOURCES VAR 02 /26 /2002 78 , 472 . 20 . 78 , 452 . 1 , 000 SHS FRANKLIN RESOURCES VAR 02 /27 /2002 39 . 834 . 10 . 39 , 824 . 1 , 000 SHS FRANKLIN RESOURCES VAR 02/27/2002 39 596 . 10 . 39 , 586 . 1 , 000 SHS FRANKLIN RESROURCES VAR 02/28/2002 39 , 991 . 10 . 39 , 981 .

TOTAL CAPITAL GAINS LOSSES HELD FOR INVESTMENT PURPOSES 276 291 . 70 . 276 , 2 21 .

Totab 276 , 291 . 70 276 221 .

JSA

2F0970 1.000

Note : In most cases, the corporation does not need to file Form 2220 . (See Part 1 below for exceptions) The IRS will figure any penalty owed and bill the corporation. I( the corporation does not need to file Form 2220, it may still use it to figure the penalty. Enter the amount from line 34 on the estimated fax penalty line of the corporation's income tax return, but do not attach Form 2220. Reasons for Filing - Check the boxes below that apply to the corporation . If any boxes are checked, the corporation must file Form 2220, even if it does not owe the penalty. If the box on line 1 or line 2 applies,

1 I I me corporation is using the annualized income installment method. 2 ~ The corporation is using the adjusted seasonal installment method .

17 Estimated tax paid or credited for each period (see

instructions) . For column (a) only, enter the amount from line

11 on line 15

Complete lures 12 Mwuph 18 of one column before

going to the next column.

12 Enter amount, if any, from line 18 of the preceding column

13 Add lines ll and 12 , , , , , , , , , , , , , , ,

14 Add amounts on lines 76 and 17 of the preceding column

15 Subtract line 14 it= line 13 . If arc, a less, enter -0-. , , , ,

16 If the amount on line 15 is =to, subtract line 13 from line

14 . Otherwise, enter-0- , , , , , , , , , , , , , , , , , ,

17 Underpayment If line 15 is km than or equal to line 10, subtract line 15 from line 10 . Then go to line 12 of the next column .

Otherwise. 90 to line 78 . . . . . . .

18 Overpayment If line 10 is less wan line 15, subtract line 10

5

Complete Part 111 on page 2 to figure the penalty. H there are no entries on line 17, no penalty is owed. For Paperwork Reduction Act Notice, see separate Instructions . Form 2220 (2002)

2F0950 7.000

90C1I4 4178 03/18/2003 11 :07 :03 V02-4 .2 4

F~ 222 0 Underpayment of Estimated Tax by Corporations oms W. 15~014

o.venm.mdu»r~.y t See separate Instructional . ini.rrww . s~ tAttach to the corporation's tax return. 620 o2 Name THE WISKEMANN FAMILY FOUNDATION Employer aeon canonnumwr

4 Total tax (see Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 a Personal holding company tax (Schedule PH (Fam 1120), line 26) included m fins 4

b Look-Dackinterest included online ?undsrsection 49^_(b)(2)!arcom. pls;e,'.lag;er

contracts or section 167(8) for depreciation under the income forecast method , , , , , ,

c Credit for Federal tic paid m fuels (see instructions) , , , , , , , , , , , , , , 15c I d Totel.Addlines 5athrough 5c , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

6 Subtract line Sd from line 4. If the result is less than $500, do not complete or file this form . The corporation does not owe the penalty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

7 Enter the tax shown on the corporation's 2001 income tax return (see instructions) Caution: /Izero orfhe fax year was for less men 12 months, sop this 17m and enter the amount Irom line 6 on line 8 , , , , , , , , , , , ,

8 Enter the smaller of line 6 or line 7. If the corporation is required to skip line 7, enter the amount from line 6 .

9 Installment due dates. Enter in columns (a) through (d) the 15th day of the 4th (Farm 990PF Sent. Use Std month), 6th, 9th, and 121h months of the corporation's tax yeas , , , , ,

70 Required Installments . If the box on line 1 end/or line 2 above is checked, enter the amounts from Schedule A, line 40 . II the box on line 3 (but not 1 or 2) is checked, see instructions fix the amounts to enter. If none of these boxes are checked, enter 25% of line 8 above in each column , , ,

z

21 Number a days on line 20 aftar</15/2002 and before 1/12003 , , ,

22 Underpayment on line 17 x Number d days m line 21 x 6% , 365

29 Nume., m aey. .un. 20 albr 13/7v3002 end e.lon "n2007

24 Underpayment online 17 x Number ddays m line 23 x5% ,

365

25 N.me.ra a .y . oo u. . zo ,n. . 3mnooo .oe n.rw. 7nrzom , , ,

26 Underpayment online 17 x Num6erd days m line 25 x'% 385

27 Number W day . on line 20 eltor 6!302003 and before 1011r2003

26 Underpayment online 17 x Number of days m line 27 x'% , , 365

29 NumE.r of Cay.on Iln .20 elbr 9/302003 enE GNOn 1/12001

30 Underpayment online 17 x Number a! days m line 29 x'% , 365

3 1 Number or days w line ao after 120 V2007 and before ]/7L300/ ,

33 Ado lines 22, 24, 26 . 28, 30, and 32 , , , , , , , , , , , ,

2F0955 2 .000

90C1Z4 4178 03/18/2003 11 .07 .03 V02-4 .2 5

19 Enter tie date d payment a the 1151h day of the 3rd mcn1h after the close IN the fax year, Maichwer's earlier (see instrudims) . (Faro 990PFandFOrm 990-T filers. Use 5th month instead d 3b month.) , , , , , , , , , , , , , ,

20 Number of days from due date d installment m line 9 to the

date Shwm on line 19 , , , , , , , , , , , , ,

32 Underpayment online 17 x NumDarU days m line 31 x'% 366

34 Penalty. Add columns (a) through (d), of line 33 . Enter we total here and on Form 1120, line 33 ; Form 1120-A, line

*For underpayments paid after March 31, 2005: For lines 28, 28, 30, and 32, use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter. These rates are published quarterly in en IRS News Release and in a revenue ruling in the Internal Revenue Bulletin . To obtain this information on the Internet, access the IRS Web Site at www.irs.gov. You can also call 1-800-829-1040 to gel interest rate information .

Fam 2220 (2002)