Return of Private Foundation or Section 4947(ax1) Nonexempt Chantable Trust

Treated as a Private Foundation Note The organization may be able to use a copy of this return to satisfy state

reoortina reauvements

01,18 No 1545 01

2002

Name change

Department al the Treasury Internal Rr:erue Sernce

Usathe IRS label EVERETT CARL OMAN CHARITABLE TRUST Otherwise, 1919 SW 168TH STREET print

SEATTLE, WA 98166 or type See Specific Instructions

H Check type of organization X Section 501(c)(3Zexempt private foundation

s

(: It exemption application is pending, check here ~ I I D 1 Foreign organizations, check here

2Foreign organizations meeting the 85% test, check here and attach computation

E If private foundation status was terminated under section S07(b)(I)(A), check here

F If the foundation is in a 60 month termination

ounting method Other (specify) c, line 16)

ii $ 31,849 . Part 1 column d must be on cash basis under section 507(h)(I)(B), check here I* L1 I Analysis Of Revenue and (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements

Expenses (The total of amounts in expenses per books income income for charitable columns b c, and d may not neces purposes sarily equal the amounts m column a ) (cash basis only) (see instructions) 1 contributions gifts, punts etc, received (ate sch)

Ck - [ ]d the Iwnd is not rp b aft Sch 8

2 Distributions from Split interest trusts 3 Interest on savings and temporary

cash investments 4 Dividends and interest from securities 5 a Gross rents b Met rental

income or (loss) ) G L Net gain/Qou) Tram sale of assets not on line I O b Gross sales prices for all

ass. b on line sa

7 Capital gain net income (from Part IV, line Z) 8 Net short term capital gain 9 Income modifications 10 a Grass sales less

returns and allowances

b Less Cost of goods

c Grass pro iV(lass) 11 Other i orqe-fattach schedulers i

0 W

12 Total

7

0 . 3 , 2

-8 .706

TEEA0503L 10(1202 see

Form g-rU-PF

f7 O

NR ~ E

V ~E ~N aU g E

73 Compen on f officers, Cnxtors, trustees et -~-}~- 14 Other emp

Malls q 15 PensiIn n~fRs' - " M 16a Legal fees attach schedule) SEE ST 1

b Accounting fees (attach sch) SEE ST z N 5 c Other pro( fees (attach sch)

e t 17 Interest A 18 Taxes (attach schedule) SEE STMT 3

i T 19 Depreciation (attach schedule) and depletion x v 20 Occupancy e E 21 Travel, conferences, and meetings

22 Printing and publications v v 23 Other expenses (attach schedule)

SEE STATEMENT 9 E 24 Total operating and administrative 5 expenses Add lines 13 through 23

25 Contributions, gifts, grants paid 26 Total expenses end disbursements

a Excess of revenue over expenses and disbursements

b NN Investment income (if ne9a We, enter -0 )

Form 990-PF OZr EVERETT CARL OMAN CHARITABLE TRUST 91-1973044 Page 2 Attached schedules and amwnits .n the de : . rpeon Beginning of year End of year

~~ Balance Sheets coWmn should be for endcl year amounts only sea in .bruceons ~ (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non interest bearing 2 Sarongs and temporary cash investments 40,555 31 , 849 31,849 .

3 Accounts receivable Less allowance for doubtful accounts ~

4 Pledges receivable ~ _ _ _ _ _ -- _ _ ~, Less allowance for doubtful accounts

5 Grants receivable

6 Receivables due tram officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions)

7 Other notes and loans receivable (attach sch) ~ ` ` "`' ' Less allowance for doubtful accounts s'

S 8 Inventories for sale or use 9 Prepaid expenses and deterred charges T

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

b Investments - corporate stack (attach schedule) c Investments - corporate bonds (attach schedule)

11 Investments - land, buildings, and equipment basis ~ '

Less accumulated depreciation (attach schedule)

12 Investments - mortgage loans 13 Investrnents - other (attach schedule) 14 Land, buildings, and equipment basis ~ --------- .. , < t

Less accumulated depreciation (aLach schedule)

15 Other assets (describe 11" ) 16 Total assets (to be completed by all filers -

see inshuctions Also,

see pa ge

1, item i 40,555 31,849 31,849 L 17 Accounts payable and accrued expenses " s

18 Grants payable q B 19 Deferred revenue

20 Loans from officers, directors, trustees, 8 other disqualified persons L I 21 Mortgages and other notes payable (attach schedule)

22 Other liabilities (describe ~ ) E ' $ 23 Total liabilities (add fines 17 through 22) 0 0 .

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

i N F 24 Unrestricted E U T N u Temporarily restricted D 26 Permanently restricted

Organizations that do not follow SFAS 117, check here ~ X and complete lines Z7 through 37 '

E L T A

n Capital stock, trust principal, or current funds 90, 555 31,849 S N pg Paid in or capital surplus, or land, building, and equipment fund

29 Retained earnings, accumulated income, endowment, or other funds ' 0 E R S 30 Total net assets or fund balances (see instructions) 40,555, 31, 899

31 Total liabilities and net assetslfund balances see instructions 40 555 31, 849

Part Ill Analysis of Changes in Net Assets or Fund Balances

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

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

BA,q TEEA0303 1023102

40 _p

Form 990-PF (200

(a) List and describe the kind(s) of property sold (e g , real estate, I lo)row,.q.~~e 2 story back warehouse, or common stock, 200 shares MLC Company) P - Purchase

D - Donation day year)

to N/A b c

d e

(e) Gross sales price (0

a b c d e Complete only for assets showin g gain in

() Fair Market Value as of 12/31/69

a b

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

(g) Cost or other basis plus expense of sale

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

than 0 ) or Losses (from column (h)) G) Adlu as of 1

(lc) Excess of column (i) over column Q), d any

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

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

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

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

0 36 2 .9 6,663

1997

TEFA0303L 1023102

eciation allowed allowable)

day, year)

e I I

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

{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 instructions) If (loss), enter -0-in Part I . line 8

(a) Base period years

Calendar year (or tax year beginning in)

2000

(b) Adjusted qualifying distributions

W Net value of

noncharitable use assets

(d) Distribution ratio

(column (b) divided by column (c))

2 Total of line 1, column (d) 2 9, 000 94U1Z3

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 1 3 I 1,333 480041

4 Enter the net value of noncharita6le use assets for 2002 from Part X, line 5

5 Multiply line 4 6y line 3 1 5 1 50,664,241

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

7 Add lines 5 and 6

8 Enter qualifying distributions from Part XII, line 4 1 8 1 3,290

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

BAA Form 990"PF (2002)

EVERETT CARL OMAN I _ r o

91-197 8 - sea instr

X

0 By state legislation that effectively amends me governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument

7 Did the organization have al least $S,OQO in assets at any lime during the years If 'Ya,' completePaA II, column (c), and Part XV Ba Enter the slates to which the foundation reports or with which it is registered (see instructions) ~---_-

NONE 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 G7 1/'No,'attach uplanalion SEE STATEMENT 5

9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3) or 4942(l)(~ for calendar year 2002 or the taxable year beginning in 2W2 (see instructions for Part Xlh7 if 'Yes, complete Part XIV

10 Did any persons become substantial contributors during the tax year SEE STATEMENT If 'Yes,' attach a schedule listing their names and addresses

11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications ~ 71 ~ X Web site address - N/A

12 The books are m care of " JOHN OMAN _ _ Telephone no Located at ' 1919 SW 168TH ST, SEATTLE1 WA ZIP +4 ~ 98166

--------- -- - --- --------------- -----------, 13 Section 4947(a)(I) nonexempt charitable trusts filing Form 990 PF in lieu of Forth 1041 - Check here N/A

13 and enter the amount of tax exempt interest received or accrued during the Form 990-PF (200

reea0304L 10Mm2

7 a Exempt operating foundations described in section 4940(d)(2), check here li~ U and enter 'NIX an line I Date of ruling letter _ - _ _ (attach copy of ruling letter if necessary - see instructions)

b Domestic organizations that meet the section 4940(e) requirements in Part V, 1 check here ~ O and enter 1 % of Part I, line 27b

c All other domestic organizations enter 2% of line 21b Exempt foreign organizations enter 4% of Part I, line 12, column (h) 2 Tax under section 511 (domestic section 49C7(a)(1) trusts and taxable foundations only Others enter 0 ) 2

3 Add lines 1 and 2 3 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter 0 ) 4 5 Tax based on investment income Subtract line 4 from line 3 If zero or less, enter 0 5

6 Credits/Payments a 2002 estimated tax pmts and 2001 overpayment credited to 2002 6a b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Foam 8868) 6c d Backup withholding erroneously withheld 6d

7 Total credits and payments Add lines 6a through Ed 7 8 Enter any penalty for underpayment of estimated tax Check here a if Form 2220 is attached 8 9 Tax due II the total of lines 5 and 8 is more than line 7, enter amount owed ~ 9

10 Overpayment If line 1 is more than the total of lines 5 and H, enter the amount overpaid 0 11 Enter the amount on tine 10 to be Credited to 2003 estimated to ~ Refunded ~ 11

'art VII-A Statements Re garding Activities

1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign'

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

If the answer is 'Yes to le or 16, attach a detailed description of the activities and copes of any materials published or distributed by the organization m connection with the activities

c Did the organization (ale Form 1720-POL far this year d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(5) On the organization 11~ $ 0 . (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 ~ $ 0

2 Has the organization engaged in any activities that have not 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 instruments? 11 ''Yes, attach a conformed copy of 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 I! Yes 'attach the statement required by General Instruction T

6 Are the requirements of section 508(e) (relating to sections 4941 through 494 satisfied either 0 By language in the governing instrument or

b Are mere 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 ) 21d N IA

c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here 1" 20 , 20 , 19 , 19

3a Did the organization hold more than a 2°h direct or indirect interest in any business enterprise at any time during the years Yes X No

b It 'Yes,' did ~t have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the lapse of the 5 year period (or longer period approved s b the Commissioner under section 4943(c)(7)) to dispose of holdin s acqcared by gift or bequest, or (% the lapse of the 10 , 15 , or 20 year first phase holding periods Rise Schedule C, Form d720, to .' < determine i! the organization had excess business holdings in 2702) 3h ~ N A ,

4a Did the organization invest during the year any amount in a manner that would jeopardize its ' " , charitable purposes7 4a `X`~

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 tax year beginning in 2002 46 X

5a 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))7 E]Yes El No

(2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive' e Yes No , ,

(3) Provide a grant to an individual for travel, study, or other similar purposes Yes X 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)7 a Yes X~ No

(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals ~ Yes X~ No '

b It any answer is 'Yes' to 5a(I) (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 instrucnons)7 5b N,A Organizations relying on a current notice regarding disaster assistance check here D

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 N/A ~ Yes [] No I!'Yes,' attach the statement required by Regulations section 53 4945-5(d)

6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contracts 11 Yes N No `

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 66 X I! you answered Yes to 6b also file 8870

BAA reennwosL 10123102 Form 990-PF (2002)

HForm 990-P (2002 ) ' EVERETT CARL OMAN CHARITABLE TRUST 91-1973099 Pa e 5 Part VII-8 Statements Regardin g Activities for Which Form 4720 Ma Be Req uired

File Forth 4720 d any item is checked in the 'Yes' column, unless an exception applies Yes No 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 XNo

(2) Borrow money from, lens money to, or otherwise extend credit to (or accept it from) a disqualified persons Yes Z No

(3) 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

(5) Transfer any income or assets to a disqualified person (or make any of either available far the benefit or use of a disqualified person) Yes X~No

(6) Agree to pay money or property to a government off ciaI7 (Exception Check 'No' it 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 ) Yes N No

b If any answer is 'Yes' to 1 a(1) (6), did any of the acts tail to quality under the exceptions described in Regulations section 53 4941(d) 3 or in a current notice regarding disaster assistance (see insVUCtions)7 1 b , N IA 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 la, other than excepted acts, "" that were not corrected before the fast day of the tax year beginning in 2002 1 c , X

2 Taxes on failure to distribute income (section 4947) (does not apply for years the organization was a private operating foundation defined in section 4942Q)(3) or 49420(5))

a At the end of tax year 2002, did the organizabon have any undistributed income (lines 6d and tie, Part XIII) for tax year(s) beginning before 2002 Yes NNo If 'Yes,' list the years w 20 - , 20_ _ , 19_ _ , 19--

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

;other than those included online 1- see instructions) If none, enter 'None' (b) Title and average (c) Compensation (d) Contributions to (e) Expense account,

hours per week employee benefit other allowances devoted to position plans and deterred

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

icl over :b5u,uuU

contractors for professional services - 3 Five of service

iomi numoer or omers receiving over b7u,uuu ror proressionai services

Pan [X-A Summary of Dyed Charitable Activities

List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number of o rganizations and other beneficiaries served, co nfe r e n ces conven ed, research papers produced, e t c

i N/A

Expenses

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

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

3

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

4

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

TEen0306L 10r23102 BAA

Form 990-P 0 ' EVERETT CARL OMAN CHARITABLE TRUST 91-1973094 Page 6 APart VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

and Contractors titers, directors, trustees, foundation managers and then compensation see instructions

(b) Title and average (c) Compensation (d) Contributions to (e) Expense account, (a) Name and address hours per week Of not paid, enter-0-) employee benefit other allowances

devoted to position plans and deferred

------------------------ 0 I 0

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

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

2 Compensation of five highest-paid empl~ (a) Name and address of each employee

paid more than $50,000

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

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

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

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

NONE

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

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

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

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

2

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

Part X ' Dlstnbutable Amount (see instructions) (Section 4942Q)(3) and Q)(5) private operating foundations and certain foreign organizations check here ~ and do not complete this art

1 Minimum investment return from Part X, line 6 1 1, 900 2a Tax on investment income for 2002 from Part VI, line 5 2, 1 b Income tax for 2002 (this does not include the lax from Part VI ) 26 c Add lines 2a and 2b

3 Distributable amount before adjustments Subtract line 2c from line I 3 1, 900 4a Recoveries of amounts treated as qualifying distributions 4a b Income distributions from section 4947(a)(2) trusts 46 c Add lines 4a and 4b 4c

5 Add lines 3 and 4c 5 1, 900 6 Deduction from distributable amount (see instructions) 6 7 Disinbutable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 7 1, 900

Part X11 Qualifying Distributions (see instructions)

5 Organizations that quality under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see instructions)

6 Adjusted qualifying distributions Subtract line 5 from line 4

TEenn0307L 10123102

Form 990-PF (200' EVERETT CARL OMAN CHARITABLE TRUST 91-1973094 Page 7

Part iX-B Summary of Program-Related Investments (see instructions)

the tax vear on lines 1 N/A

2

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

All other program related investments See instructions 3

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

Total Add lines 1 through 3 ~ Q

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

1 Fair market value o! assets not used (or held for use) directly in carrying out charitable, etc, purposes a Average monthly fair market value of securities 1 a b Average of monthly cash balances 1 6 38, 573 c Fair market value of all other assets (see instructions) 1 c d Total (add lines la, b and c) 1 d 38,573 e Reduction claimed for blockage or other factors reported on lines la and lc (attach detailed explanation) le i 0

2 Acquisition indebtedness applicable to line 1 assets 2 0 3 Subtract line 2 from line ld 3 38,5 73 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 579 5 Net value of nonchantable-use assets Subtract line 4 from line 3 Enter here and on Part V, line 4 5 37,994 6 Minimum investment return Enter 5% of line 5 6 1,900

1 Amounts paid (Including administrative expenses) to accomplish charitable, etc, purposes e Expenses, con6tibutions, gifts, etc - total from Part I, column (d), line 26 b Program related investments - Total from Part IX B

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

3 Amounts set aside for specific charitable projects that satisfy the e Suitability test (prior IRS approval required) b Cash distribution test (attach the required schedule)

4 Qualifying distributions Add tines la through 3b Enter here and on Part V, line 8, and Part XI 11, line 4

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

BAA Form 990-PF (2002)

2 Undistributed income, d any, as of the end of 2001 , a Enter amount for 2001 only Q , ' b Total far prior years 20 , 19 , 19 " s 0 .

3 Excess distributions carryover, it any, to 2002 a From 1997 b From 1998 c From 1999 4,000 d From 200 2,072 e From 2001 1,070 1 Total of lines 3a through e 7, 142

4 qualifying distributions for 2002 from Part ,. , XII, pine 4 ~ $ 3,290

a Applied to 2001, but not more than line 2a ~ 0

b Applied to undistributed income of prior years V ?,action required - see instructions) 0

c Treated as distributions out of corpus ' (Election required - see instructions) 0

d Applied to 2002 distribulable amount 1,900 e Remaining amount distributed out of corpus 1,390

5 tress distributions carryover applied to 2002 0 0 (11 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 de Subtract line 5 ~ 8,532 .

b Prior years' undistributed income Subtract ~ ` line 4b from line 2b 0

c Enter the amount of prior years undistribut e4 income for which a notice of deficiency ` has been issued, or on which the section 4942(a) tax has been previously assessed 0

d Subtract line 6c from line 6b Taxable amount - see instructions 0

e Undistributed income for 2001 Subtract line 4a from ' line 2a Taxable amount - see instructions 0

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

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(9)(3) (see instructions) 0

8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (see instructions) 0

9 Excess distributions carryover to 2003 Subtract lines 7 and 8 from line 6a 8,532

70 Analysis of line 9 a Excess from 1998 b Excess from 1999 4, 000 . c Excess from 2000 2,072 d Excess from 2001 1,070 ` e Excess from 2002 1, 390

BAA Form 990-PF (2002)

TEenna308L 11112ro2

Form 990-PF (2002) " EVERETT CARL OMAN CHARITABLE TRUST 91-1973044 Page 8

Part XIII Undistributed Income (see instructions)

( a b ~C) Corpus Years prior to 2001 21 2002

1 Distributable amount for 2002 from Part XI, line 7 1 900

1 a If the toundahon has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2002, enter the date of the ruling

b Check box to indicate whether the organiza tion is a private operating foundation described in section n 4942 i)(

1999 I (e) Total

If the oru+nhrtlon hid $i 000 or more In assets at time durlna the 1 Information Regarding Foundation Managers

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

BAA reenavosL Ion3rot Form 990-Pr (2002)

Farm 990-PF mom EVERETT CARL OMAN CHARITABLE TRUST

2a Enter the lesser of the adjusted net Tax income from Part I or the minimum investment return from Part X for each year listed

b 85% of line 2a c Qualitying distribuUons 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 QuaIi Mng distributions made directly

for ac~rve conduct of exempt activities Subtract line 2d from line 2c

3 Complete 3a, b, or c for the alternative test relied upon

a'AsseLS' alternative test- enter (1) Value of all assets (2) Value of assets qualifying under

section 4442Q)(3)(B)(i) b'EndowmmY alternative test - Enter 2/3 of minimum investment return shown in Part Y, line 6 far each year fisted

c Support' alternative test - enter

(7) 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 49et(j)(3)(e)(uq

(3) Largest amount of support from an exempt organization

(41 Gross investment income

Prior 3 yet (c) 2000

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 tai 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°F, or more of the stock of a corporation (or an equally large portion of me ownership of a partnership or other entity) of which the foundation has a 10% or greater interest NONE

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc, Programs Check here ' Pq if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests (or funds If the organization makes gifts, grants, etc, (see insVucGOns) to individuals or organizations under other conditions, complete items 2a, b, c, and d

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

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

c Any submission deadlines

Farm

BAA TEena3ia iorzaA2 Form 990-PF (200

Form 990 PF (2002) EVERETT CARL OMAN CHARITABLE TRUST 91-1973044 Page 11

Part XVI-R Analysis of Income-Producing Activities

su income Excluded b section 512, 513, or SI4 ro> W (d) cap

Amount Exclu Amount Related or exempt sion function income code see instructions)

14 737

737 to 737

c

d e

12 Subtotal Add columns (b), (d), and (e)

13 Total Add line 12, columns (b), (d), and (el tee worksheet in the instructions for line 13 to verify calculations

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

BAA TEEAOSOIL 01231N Form 990-PF (200

Enter gross amounts unless otherwise indicated

Program service revenue a 6 c d e f g Fees and contracts horn government agencies

2 Membership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest horn securities 5 Net rental income or (loss) horn real estate

a Debt-financed property b Not debt financed property

6 Net rental income or (lass) 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

(a) Business code

ronnoov"r <wc uvuc~cii ~.nn1 vr"Lv i.nnnlinnnc inwi 71-171JV4H Part XVIt ' Information Regarding Transfers To and Transactions and Relationships With Nonchari

Exempt Organizations

1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organ¢ations7

a Transfers from me reporting organization to a noncharitable exempt organization of (I) Cash 7a (2) Other assets

b Oilier Transactions (1) Sales of assets to a noncharitable exempt organization 1 b (2) Purchases of assets from a noncharitable exempt organization 1 b (3) Rental of facilities, equipment, or other assets 1 b (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, malting lists, other assets, or paid employees 1 c

X

schedule Column (b) should always show the fair market value of zation If the organization received less than fair market value in alue of the goods, offer assets, or services received iization (d) Descriotian of transfers . transactions. and sharing guano=_m Name of noncharitable

2a Is the organization directly or indvectly affiliated with, or related to, one or more tax exempt organizations described in section 501(c) of the Code (other wan section 501(c)(3)) or in section 527

b If 'Yes, complete the following schedule (a) Name of oraan¢a6on lbl Twe of oraarnzaLOn (cl Desm

Yes X~No

7us reNm mcluEmq act taxpayer or fiduciary) is

BAA

TEEAOSOIL

Yes I No

X

d If the answer to any of the above is Yes,' complete the goods, other assets, or services given 6y the re

Under penalties of penury I de cl~yI at i correct and comolete Deal ..

5 a of officer or ti~ustee

Sign ~ Preparers v'"a Here amid vgnaWre ~ SUSAN Pre-

Rarer s Use Firm s name (or ywrs

1 sell em toye 1 Only aEdress, in0 ZI~ code

Schedule (Form sso, 990-EZ,

or 990-PF) Schedule of Contributors Department of the Treawry Supplementary information for Internal Revenue semce Iine 1 of Forth 990, 990-EZ and 990-PF (see mstr

OMB No 1545O077

LOOL

Name of orpinizaCon Employer iaenancau EVERETT CARL OMAN CHARITABLE TRUST 91-1973049 Organization type (check one) Filers of Section Form 990 or 990 EZ ~501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization

Form 990 PF X 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation

~501(c)(3) taxable private foundation

number

Caution Organizations that are not covered by the General Rule and/or the Speual Rules do not file Schedule B (Form 990 990 EZ or 990-PF) but must check the box in the heading o! their Form 990, Form 990 EZ, or on fine 1 0( their Form 990 PF, to certify that they do not meet the (frog requirements of Schedule B (Form 990, 990 EZ, or 990-PF)

BAA For Paperwork Reduction Act Notice, sea the instructions for Form 990 and Forth 990-EZ

Schedule B (Form 990, 990 EZ, or 990 PF) (2002)

TEEA0701L 0123103

Check if your organization is covered by the General Rule or a Special Rule (Note Only a section SOI(c)(7), (8), or (10) organization can check boxes) for bath the General Rule and a Special Rule - see instructions )

General Rule - MFor organizations filing Form 990, 990 EZ, or 990 PF that received, during the year, $5,000 or more (in money or property) horn any one

contributor (Complete Parts I and II )

Special Rules -

nFor 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(a)(1)/I70(b)(1)(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 i of these forms (Complete Parts I and II )

For a section 501(c)(n, (8), or (10) organization filing Form 990, or Form 990 EZ, that received horn any one contributor, during we 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 horn any one contributor, during the year, some contributions for use exclusively for religious, charitable, etc, 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 far 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 mare during the year ) ~ $

Schedule B,(Form 990, 990 EZ, 990 Name of organizadon

1

Payroll Noncash

(Complete Part II if there is a noncash contribution

(a) (b) W (d) Number Name, address and LP +4 Aggregate Type of contribution

contributions

Person Payroll

$ Noncash

(Complete Part II it there - _ _ _ _ _ _ is a noncash contribution

BAA reEno7o2L oensiat Schedule B (Form 990, 990 EZ, 990 PF) (2002)

Patt f contributors (See Instructions)

(a) (b) W (d) Number Name, address and ZIP +4 Aggregate Type of contribution

contributions

1 ESTATE OF_EVERETT-C_OMAN_______-__---_-_-__ Person X~ Payroll

1919 SW 168TH-STREET ______-_-__----______-$_-___- 7-pzg_ Noncash

(Complete Part II if there SEATTLE,- WA 98166 is a noncash contribution

Number Name, address and LP +4 Aggregate Type of contribution contributions

Person - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- Payroll

-------------------------------------$--------- Noncesh

(Complete Part II if there isanoncashcontribution )

(a) (b) R) (d) Number Name, address and ZIP +4 Aggregate Type of contribution

contributions

Person Payroll

$ Noncash

(Complete Part II it there isanoncashcontribution )

Number Name, address and ZIP +4 Aggregate Type of contribution contributions

---- Person ------- Payroll

_______$ Noncash

(Complete Part il it there is a noncash contribution )

(b) W (d) Number Name, address end LP +4 Aggregate Type of contribution

contributions

------------------------------------ Person

Part II Noncash Property (see Specific Instructions )

a No~from Description of noncnsh property given Part l

c d FMV (or estimate) Date received (sea instructions)

TEEA07031 0.4/15N2

Name of orpan¢aNon Employer identification numbs,

01_1074l1dd

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ~$----------I---------

(a) (b) (c) (d) No from Description of noncash property given FMV (or estimate) Date received Part I (see instructions)

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

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

.1 I ------------------------------------------------ ---------------------------------------- ----------- _ (a) (b) I (c)

No from L Description of noncash properly given ` FMV (or estimate) Date received Part I ~ (see instructions)

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

-- - ---- ~ ---- .1 -------------------

(a) (b) (c) (d) No from Description of noncash property given FMV (or estimate) Date received Part I (see instructions)

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

.1$

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

(a) (b) (c) (d) No from Descnption of noncash property given FMV (or estimate) Date received Part 1 (see instructions)

----------------------------------------J -------------------------------------------------------------------------------- --------------------

C No from Description of noncesh property given FMV (or estimate) Date received Part I (see instructions)

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

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

BAA Schedule B (Form 990, 990-EZ, or 990-PF) (2002)

No from I Purpose of gift Use of gift I Description of how gift is held Partl

in----------------- .~I .~ ------------------- -------------------- -------------------- ---------------------------------------

I--------------------

~ --------------------

(e) Transfer of gift

Transferee's name, address, and ZIP +4 Relationship of transferor to transferee

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

(a) (b) (c) (d) No from Purpose of gift Use of gift Descnphon of how gift is held Part 1

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

-------------------- Transfer of gift

Transferee's name, address, and ZIP +4 of transferor to transferee

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

-------------------------- ----------------------------------- _

I

Descnption of how gift is held Use of gift Purpose of gift

(e) Transfer of gift

Transferee's name, address, and ZIP +4 Relationship of transferor to transferee

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

-------------------------- ---------------------------------- --- - -------- - ---- - -------- I

Description of how gift is held Use of gift No from I Purpose of gift Part I

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

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

I ------- -------------

(a) Transfer of gift

Transferee's name, address, end ZJP +4 Relationship of transferor to transferee

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

-------------------------- Schedule B (Forth 990, 990-EZ, or 990-PF) (2002) BAA

TEEA0706L 07f73103

Schedule B (F orm 990, 990 EZ, or 990 PF 2002 Pa e 1 to 1 of Part III Name of organization Employer identification number

EVERETT CARL OMAN CHARITABLE TRUST 191-1973044 F -Rlll I Exclusively religious, charitable, etc, individual contributions to section 501 (c)(7), (8), or (10) Pa

organizations aggregating more than $1,000 for the year (Complete cots (a) through (a) and the following line envy ) For organizations completing Part III, enter total of exclusively religious, charitable, etc, contributions of $1,000 or less for the year (Enter this information once - see instructions ) ~ $ N/A

--------------- ------------- I

--

-

WASHINGTON REQUIRES CHARITABLE TRUSTS TO REGISTER IF THEY HAVE OVER $250,000 IN ASSETS . THE TAXPAYER HAS NOT MET THIS THRESHOLD

2002 FEDERAL STATEMENTS PAGE 1 CLIENT 6834 EVERETT CARL OMAN CHARITABLE TRUST 91-1973044 4118/03 03 35PM

STATEMENTI FORM 990-PF, PART I, LINE 16A LEGAL FEES

(A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES

LEGAL FEES $

11 788 $ 1 9417 TOTAL S $~T 8~ ~~ 7-

STATEMENT 2 FORM 990-PF, PART I, LINE 16B ACCOUNTING FEES

(A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES

TAX RETURN PREPARATION $ 965 $ 772 $ 193 TOTAL ~96,~ ~7T~ ~~ T - - - - - - I9T

STATEMENT 3 FORM 990-PF, PART I, LINE 18 TAXES

(A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES

FEDERAL EXCISE TAX $ 22 TOTAL 22 $ -0 T-0 -~0

STATEMENT4 FORM 990-PF, PART I, LINE 23 OTHER EXPENSES

(A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES

OFFICE SUPPLIES & MISC EXP S 749 $ 599 $ 150 TOTAL a~7~9 X34- ~~ T ------- 1 5-6-

STATEMENT 5 FORM 990-PF, PART VII-A, LINE 8B COPIES OF FORM 990-PF TO STATE OFFICIALS

TITLE AND CONTRI- EXPENSE AVERAGE HOURS COMPEN- BUTION TO ACCOUNT/

NAME AND ADDRESS PER WEEK DEVOTED SATION EBP & DC OTHER JOHN OMAN TRUSTEE $ 0 $ 0 $ 0 1919 SW 168TH STREET P/T SEATTLE, WA 98166

CHARLOTTE MASON 10614 COLLINS ROAD SEDRO WOOLLEY, WA 98284

MARK RANDALL 18529 CHEZIK ROAD BLUE RIVER, WI 53518

RICHARD WELSH 1107 OAKES ROAD BOSCOBEL, WI 53805

TERRY SAPP 2654 50TH AVENUE SEATTLE, WA 98166-2311

TOM ELLENBECKER 5910 RIVA ROAD MADISON, WI 53711-4138

TOTAL ~ ~_O ~ 0

FEDERAL STATEMENTS PAGE 2

'LIENT 6834 EVERETT CARL OMAN CHARITABLE TRUST 91-1 973044 4118/03 03 357

STATEMENT 6 FORM 990-PF, PART VII-A, LINE 10 SUBSTANTIAL CONTRIBUTORS DURING THE TAX YEAR

ESTATE OF EVERETT CARL OMAN 1919 SW 168TH STREET SEATTLE, WA 98166

STATEMENT 7 FORM 990-PF, PART VIII, LINE 1 LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES

TRUSTEE 0 0 0 P/T

TRUSTEE 0 0 0 P/T

TRUSTEE 0 0 0 . P/T

' TRUSTEE 0 0 0 P/T

TRUSTEE 0 0 . 0 P/T