990-PF Return of Private Foundation Form or Section 4947(a)('I) Nonexempt Charitable Trust Treated as a Private Foundation Department of the rr.ni Note : The organization may : able to use a copy of this return to satisfy state Internal a. .en~e servK, raportu~g requnaments OMB No 1545 0052 2001 and DUS-6/b-L786 C If exemption application is pending, check here D 1 Foreign organizations, check here 2Foreiqn organizations meeting the 85% hat, check here and attach computation W El E If private foundation status was terminated under section 5W(b)(1XA), cheek here F If the foundation is in a 60-month termination under section SW b 1 B check here Check type of organization U Section 501(c)(3 exempt private fount Section 4947~a)( 1 ) nonexem t charitable trust X Other taxable rrv : air market Va lue o alb assets at end of year J Accounting method U Cash (/turn Part l1, column c, line 16) [] Other (specify) W $ 1 164 149 Part l, column d must be on cast IS Ot HQVC~ue 2n O (a) Revenue and I (b) Net investment (c) Adjusted net (d) Disbursements iE5 (The total 01 amounts in expenses per books income income for charitable purposes (cash basis only) cotumns b, c, and d may not neces- sarily equal the amounts in column a ) see instrucGOns Conkibuhons elks giants alt received (aft sch) Gk ~ ~ ii the foundn is not rp to at Sch B 2 Distributions horn split-interest trusts 3 Interest on sarongs and temporary cash investments 4 Dividends and interest from securities a 5a Gross rents b Mc°orn°snar~(lov) 62 Net gnn/(loss) from sale of assets not on hrro 70 c R b Gross a=1 .41:5 for an 2 , 765 . 9 60 E assets asaets O v 7 Gpital pain net income (from Pam IV line Z E 8 Net short-term capital gain N 9 Income modifications 10a Grass ales less returns and allowances 0 b Lass Cost of W ~ goods sold 2 c Gross orafit/(loss) (att sch) 11 Other income (attach schedule) 12 Total Add lines 1 throw h 11 13 Compensation o1 oHxars directors bastes etc 14 Other employee salaries and wages A 15 Pension plans, employee benefits M 16a Legal fees (attach schedule) b Accounting fees (attach sch) See $ x Z N o i c Other Drof fees (attach ech) e i 17 Interest R A 18 Tams (attach schedule) ? i 19 Depreciation (attach schedule) and depletion x v 20 n E 21 T ve,c clog E 22 P nh U D p 23 ~ expenses (attach SChBd I O+ n 3 N 5 TA T n and admlni s e 23 25 Ca hibuh i r t Y 26 T s rs~mMts Add lines 24 and 25 27 Subtract line 26 from line 12- a Excess of revenue over expenses and dlsbursamaMs D /ICI investment lTGIY Q/ lIeQetN " enter U ) kn ., C uaYI M Income (I/ A IIW " 111" I O BAA Fro Pawrwak Redadbn Ad Nodc*, see the loam F 1 .206 I 1 ~9-~ anti R 100 548 18 1 . .F~ 369 0 18 268 . ml~ 738 637 60gs'l "'14111 TEEA0503L 01124M 18 G Check all that appl y Irnhal return Final return Amended Use the IRSIaMI MAREE NOBLE/ELIZABETH STUMPF FOUNDATION 8375 STEEL BRIDGE ROAD Print O' N" OR 97378 hre~ XumWr 1
Transcript
990-PF Return of Private Foundation Form or Section 4947(a)('I) Nonexempt Charitable Trust
Treated as a Private Foundation
Department of the rr.ni Note : The organization may: able to use a copy of this return to satisfy state Internal a..en~e servK, raportu~g requnaments
OMB No 1545 0052
2001 and
DUS-6/b-L786 C If exemption application is pending, check here D 1 Foreign organizations, check here
2Foreiqn organizations meeting the 85% hat, check here and attach computation W El
E If private foundation status was terminated under section 5W(b)(1XA), cheek here
F If the foundation is in a 60-month termination under section SW b 1 B check
here
Check type of organization U Section 501(c)(3 exempt private fount Section 4947~a)( 1 ) nonexem t charitable trust X Other taxable rrv :
air market Va lue o alb assets at end of year J Accounting method U Cash (/turn Part l1, column c, line 16) [] Other (specify)
W $ 1 164 149 Part l, column d must be on cast IS Ot HQVC~ue 2n O (a) Revenue and I (b) Net investment (c) Adjusted net (d) Disbursements iE5 (The total 01 amounts in expenses per books income income for charitable
purposes (cash basis only)
cotumns b, c, and d may not neces- sarily equal the amounts in column a ) see instrucGOns
Conkibuhons elks giants alt received (aft sch) Gk ~ ~ ii the foundn is not rp to at Sch B
2 Distributions horn split-interest trusts 3 Interest on sarongs and temporary
cash investments 4 Dividends and interest from securities
a 5a Gross rents b Mc°orn°snar~(lov)
62 Net gnn/(loss) from sale of assets not on hrro 70 c R b Gross a=1.41:5
for an 2 , 765 . 9 60 E assets asaets O v 7 Gpital pain net income (from Pam IV line Z � E 8 Net short-term capital gain
N 9 Income modifications 10a Grass ales less
returns and allowances
0 b Lass Cost of W ~ goods sold 2 c Gross orafit/(loss) (att sch)
11 Other income (attach schedule)
12 Total Add lines 1 throw h 11 13 Compensation o1 oHxars directors bastes etc 14 Other employee salaries and wages
A 15 Pension plans, employee benefits M 16a Legal fees (attach schedule)
b Accounting fees (attach sch) See $ x Z N o i c Other Drof fees (attach ech) e i 17 Interest
R A 18 Tams (attach schedule) ? i 19 Depreciation (attach schedule) and depletion x v 20 n
E 21 T ve,c clog E 22 P nh U
D p 23 ~ expenses (attach SChBd I O+ n 3 N
5 TA T n and admlni s e 23
25 Ca hibuh i r t Y 26 T s rs~mMts
Add lines 24 and 25 27 Subtract line 26 from line 12-
a Excess of revenue over expenses and dlsbursamaMs
D /ICI investment lTGIY Q/ lIeQetN " enter U ) k�n .,
C uaYI M Income (I/ A IIW " 111" I O BAA Fro Pawrwak Redadbn Ad Nodc*, see the loam
F 1 .206 I 1
~9-~ anti R
100
548 18 1 . .F~
369 0 18
268 . ml~ 738 637 60gs'l "'14111 TEEA0503L 01124M
18
G Check all that appl y Irnhal return Final return Amended
Use the IRSIaMI MAREE NOBLE/ELIZABETH STUMPF FOUNDATION
8375 STEEL BRIDGE ROAD Print O' N" OR 97378 hre~
XumWr
1
Attached schedules and amound .n tea eaceotian Beginning of year End of year ~~F Balance Sheets column should 6a is end of year amounts any (see insaunims ) (a) Book Value (b) Book Value (e) Fair Market Value
1 ,~~ .`scsc `~3'~~" 14 Land, buildings, and equipment basis _______ - - _ ~ ~k . . . .' F t . ., Less accumulated depreciation (attach schedule)
15 Other assets (described_---_---_---_---_) 16 Total assets (to be completed by all filers - , 149 . see instructions Also, see
page
1 , item I 769,234 1,129,609 1,164
L 17 Accounts payable and accrued expenses ^'s;~~ ;°~`, ~<<°s;~~ . 18 Grants payable A ~ "
`k9~n t B 19 Deferred revenue 1 L 20 Loans from officers, directors, trustees, & other disqualified persons I 21 Mortgages and other notes payable (attach schedule) 9 9 o~c p 5f
.P. c d d E ~~ &F .'. #% 22 Other liabilities (describe ~ See Statement-5 ____ ) 292,707 2 , 814
F 3~..4' ;E ~ ~~ "̀:s~^;° 5 b Total liabilities add tines 17 through 292 , 707 2 , 814
Organizations that follow SEAS 177, eMek hers ~ 3&' ~~ ~ e~=?° ~ ~~'~°'° F end eomplata lines 24 through 26 and lines 30 and 31 b e'~'~Y( ~ ,
N F Z11 Unrestricted E U y Temporarily restricted v~~ ;t~ FyR~�~ T
,, t°~s ~"~sA D 26 Permanently restricted "~'ss¬i
Orgmiratlons that do not follow SEAS 117, Check here ~ X ~~`~Y`~'~"~fr ~t `,'- 5 A and complete lines Zl through 31 .
L A a Capital stock, trust principal, or current funds 5 N pg Paid-in or capital surplus, or land, building, and equipment fund
29 Retained earnings, accumulated income, endowment, or other funds 476 , 527 1, 126, 795 °$'~ §~q O E ory
. .~a~ ,r; zs~ok ,~
R 5 30 Total nit assets or fund balances (see instructions) 476,527 . 1 .126~ i ~°~as~6 ~re ~t Y $,r~ ~~ 31 Total IabiNNasandnatassMallundbalmeae `y°'°~''s'C~~c°.~:
(see instructions 769,234 1,129 .609 ._~~ a~i 48 ."
ISM Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 1 476, 527
(must agree with end-of-year figure reported on prior year's return) 2 Enter amount from Part i line 27a 2 650,268
3 Other increases not included in line 2 (itemize) ~ ------------------------------
1 Add lines 1, 2, and 3 4 1 . 126 .795
5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of ear line 4 minus line 5 - Part II, column (b) line 30 6 1 , 126,795 BM ,EEA0302L 0925101
(a) List and describe the kind(s) of property sold (e g , real estate, ^"" ~°'^ 2 story brick warehouse, or common stock, 200 shares MLC Company) o - Dwunon
ERSHIRE HATHAWAY A ERSHIRE HATHAWAY B ERSHIRE A ERSHIRE
(a) Gross sales price (fl Depreciation allowed (y) Cost or other basis (or allowable) plus expense of sale
2 , 526 , 334 1 761,084 14 .797 8,150
~m late only for assets showing am in column and owned b the foundation on 12/31169 (p Fair Market Value
Q Adjusted basis (k) Excess of column (p
as of 12/31169 as of 12/31/69 over column Q), if any
b c
2 Capital gain net income or (net capital loss) J If gain, also enter in Part I, line 7 Llf (loss), enter -0- in Part I, line 7
3 Net short-term capital gain or (loss) as defined in sections 1Y12(5) and (6)
If vain . also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0-
2
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income
if section 4940(d)(2) applies, leave this part blank
Was the organization liable for the section 4942 tax on the distributable amount of any year in the base period? ~ Yes X~ No
If 'Yes ft organization does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year, see instructions before making any entries
(b) (c) (d) Base nod years Adjusted qualifying distributions Net value of Distribution ratio
Calendar year (or lax year noncharitable~iae assets (column (b) divided by column (c)) beginning in)
2ppp 117,316 1 . 516 . 746 . 1 0 077347
1 1998
0 27
12 7 7 Add lines 5 and fi
TFF_A0303L 092M7
c d a
a
BLE/EL
day year) (month, day year)
IOUs 9/21/01 IOUs 9/21/01 39/01 10/11/01
in or (lom (f) minus
7 7
(q Gains (column (h) pain minus column (k), but not less
than 0-) or Losms (from column (h))
804
2 Total of line 1, column (d)
3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years
4 Enter the net value of noncharitable~use assets for 2001 from Part X, line 5
5 Multiply tine 4 by tine 3
6 Enter 1 % of net investment income (1 % of Part I, line 27b) 6
8 Enter qualifying distributions from Part XII, line 4 I e I oo,
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1 % tax rata See the Part VI instructions
SAA Farm 990-PF (2001)
s~ t
537 8 Enter any penalty for underpayment of estimated tax Check here F ii Form 2220 is attached
9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed See Statement 10 Overpayment H line 1 is more than the total of lines 5 and 8, enter the amount overpaid
tax 11
1e
" By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrumant7
7 Did the organization have at least $5,000 in assets at any lime during the years II'Yes,' complete FaR ll, column (c), and Part XV
8a Enter the states to which the foundation reports or with which it is registered (see instructions) -_
OREGON--------------------------------------------------b If the answer is 'Yes' to line 7, has the organization famished a copy of Form 990 PF W the Attorney Genial (or designate) M each state as required by General Instruction G7 l/'Ab,'atfach erg/anahon
9 Is the organization claiming status as a private operahng foundation within the meaning of Section 4942Qx3) or I942Q)(5~ for calendar year 2(ql or the taxable year beginning in 2001 (see instructions for Part %1h7 If 'Yss,' complete Part XIV
10 Did any persons become substantial contributors during the tax year
reeno3o4L o1n41o2
ELI
1 a Exempt operating foundations described in Section 4910(dx2), cheek here ~ U and enhr'N/A' on line 1
Date of ruling letter _ _ - (attach copy of ruling letter H necessary - spa Instruetlons) b Domestic organizations that meet the Section 4940(e) requirements in Part V, check here M` F l and enter 1 % of Part I, line 27b
e All other domestic organizations enter 2% of line 21b Exempt foreign organizations enter d% of Part I, line 1Z column (b) 2 Tax under Section 511 (domestic Section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
3 Add lines 1 and 2 1 Subtitle A (income) tax (domestic Section 4447(a)(7) trusts and taxable foundations only Others enter -0-)
5 Tax based on Mws4nerH Income Subtract line 4 from line 3 If zero or less, enter -0- Credits/Payments
a 2001 estimated tax pmts and 2000 overpayment credited to 2001 b Exempt foreign organizations - tax withheld at source
c Tax paid with application for extension of lime to file (Form 8868) 6~
d Backup withholding erroneously withheld 6d
7 Total credits and payments Add lines 6a through 6d
5~ ~ . .
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 it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)
If the answer is 'Yes' to la or 16, attach a detailed description of the activities and copies of any materials published or distributed by the organization m connection with the activities
e Did the organization file Form 1120-POL for this year d Enter the amount Qt any) of tax on political expenditures (Section 4955) imposed during the year
(1) 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 organization managers W S 0 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 inshuments7 If 'Yes,' attach a conformed copy of the changes
4a Did the organization have unrelated business gross income of E7,000 or more during the year
b If 'Yes,' has it tiled a tax return on Form 99o-7 for this year
Was there a liquidation, termination, dissolution, or substantial Contraction during the year] N 'Yes,' attach the statement required by General Instruction T
6 Are the requirements of Section 508(e) (relating to Sections 4941 through 4945) satisfied either
0 By language in the governing instrument or
3/.~( m ̀t
~F~9'6~
if 'Yas,' attach a schedule listing !heir names and addresses 11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications 17 X
Web site address w N/A ------------------------ ~-------------- 72 Thabooks areincare of " RICHARD NOBLE Telephone no 503-876_2988__
Located at " 8375 STEELE BRIDGE ROAD SHERIDAN OR ZIP +4~ 97378 ___ __
13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here N/A 1
;and enter the amount of tax-exempt interest received or accrued during the year ~j 13 I N/A
b If 'Yes,' did it have excess business holdings in 2001 as a result of (1) any purchase by the organization , ; ¬ or disqualified parsons after May 26, 1969, (~ the lapse of the 5-year period (or longer period approved ," , ~°, "" by the Commissioner under Section 4943(1)(7)) to dispose of holdings~ acquired by pitt or baGuest, or (~ the lapse of the 10-, 15-, or 20-year first phase holding periods (use Schedule C. Form 4720, to
V determine if the organization had excess business holdings in 2001 ) "3b ' NIA
4e Did the organization invest during the year any amount in a manner that would jeopardize its `' o charitable purposes? , 4a X x' Fr .~.kV
b Did we organization make any investment in a prior year (but after December 31, 1%9) that could , " 3 ~? «" jeopardize ifs charitable purpose that had not been removed horn jeopardy before the first day of 4~F 3 " `r ̀
the tax year beginning in 20017 46 X
Sa During the year did the organization pay or incur any amount to s`3 ~ 3=°~e;c~
(1) Carry on propaganda, or otherwise attempt to influence legislation (Section 4945(e))7 ElYas E] No kv~$ q~$;r ~°« 3°
(2) Influence the outcome of any specific public election (sae Section 4955), or to carry on, directly or indirectly, any voter registration drive? e Yes Xe No
(~ Provide a grant to an individual for travel, study, or other similar purposes Yes X No 'r, 3 ?RY °« ~F
(4) Provide a grant to an organization other than a charitable, etc, organization described Yes 21N:
g." s, . ::
in Section 509(a)(1), (~, or (3), or Section 4940(d)(~~ a ~°.3k"F r ~. i~
(~ 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 ? ~~� ' ;z -;- o ~o` y~ .
b If any answer is 'Yes' to Sa(1)-(5), did any of the transactions fail to quality under the exceptions ;,r ,~` z~ 5a~ described in Regulations Section 53 4945 or in a current notice regarding disaster assistance ' ` (see instruetions)7 , 56 ~ 4 N A
Organizations relying on a currant notice regarding disaster assistance check hers ~ ~ "z ~ ~F a'°~~o c&yt,y ,'~
c It the answer is 'Yes' to question Sa(4), does the organization claim exemption horn the ^`""e;,~' ~`F" ^
tax because it maintained expenditure responsibility for the grants N/A []Yes E] No
11 'Yes, attach the statement required by Regulations Section 53 49P5-5(4)
6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contracts [] Yes X~ No " ,
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts 6b' ( X
II you answered 'Yes' to 6b, also file 8870 ~` °` y "
W2402 Form 99o-PF (2007)
ETH
FIN Form 4720 H any Ibm is checked In ft 'Yes' column, unless an exception applies. -VA 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 persona Yes X No r:;"r"` ~3s;� ~ sw,~
(~ Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a rco` '` `F ` g"~`x~ disqualified persons
Y
*a
Furnish goods,
es X No '~ spas o~~~A
services, or facilities to (or accept them from) a disqualified Person7 Yes X No ~ t'~~ ~~E» °""` `°
(~ Pay compensation to, or pay or reimburse the expenses of, a disqualified person' Yes X No 4~#>' ~ , ̀ 3
(5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person) Ayes 2] No
~ o~ ~` R ~
(6) Agree to pay money or property to a government officials (Exception . Chock 'No' if the V,~ organization agreed to make a grant to or to employ the official for a period after termination °ss~s t e'e` ~' °~of government service, if terminating within 90 days ) Ayes X~ No
b If any answer is 'Yes' to l a(1)-(6), did airy of the acts fail to qualify under the exceptions described in Regulations Section 53 4941(d)-3 or in a current notice regarding disaster assistance (see instruchons)7 ' 1 b N A
Organizations relying on a currant notice regarding disaster assistance check hers ~ ~ ~'"<`F "'~3~ Rt
~F~. F n s" F ~YF°.
c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 20017 V 1 e X
2 Taxes on failure to distribute income (Section 4942) (does not~apply for years the organization was a private operating foundation defined in Section 4942Q)(3) or 4942Q)(5))
a At the end of tax year 2001, did the organization have any undistributed income (lines 6d and tie, Part XI II) for tax year(s) beginning before 2007 []yes XLiiNo If 'Yes,' list the years ~ 20 , 19 , 19__ , 19_- -- -- .~..s ccNA '' R
~ <;s ; ay y b Are there any years listed in 2a for which the organization is not applying the provisions of Section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (Ii applying Section 4942(a)(~ to ~^ ' all years listed, answer 'No' and attach statement-see instructions ) oc2b ~} ,N
e If the provisions of Section 4942(a)(2) are being applied to airy of the years listed in 2a, list the years here K~;,EO ~ .~," 19 20 19 19
3a Did the organization hold more than a P% direct or indirect interest in any business '~ ,e ; ,,o enterprise at any time during we year ~ Yes X~ No ~ ~x ',
LE/E
1 (d) Contributions to employee benefit plans and deterred
(a) Expense account, other allowances
------------------------
'MMr thin *Am included on line, 1- say h (b) Title and average (e) Compensation
hours per week devoted to position
------------------------ over Total
'Nonce'
Total number of others receiving over $50,000 for professional se
Summary of Direct Charitable Activities
Expenses List the foundation's bur tar t direct charitable activities during the tax year Include relevant Statistical information such as the number of organizations and other be n ; s erved, conferences co nvened, resea rch papers prod uce d, etc
1 THE FOUNDATION MADE DONATIONS TO SEVEN CHARITABLE ORGANIZATIONS DONATIONS WERE USED FOR HUMANITARIAN RELIEF AND OTHER ACTIVITIES
Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions )
i 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 instructions) d Total (add lines 1 a, b and c) e Reduction claimed for blockage or other hectors reported on lines 1a and 7c (attach detailed explanation) I 1 a
2 Acquisition indebtedness applicable to 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 instructions}
5 Nit valor of noneharihWsusa assets. Subtract line 4 from line 3 Enter here and on Part V, line 4
6 Mlnhnum Imrsdnant return . Enter 5% of line 5 5 1 516 900
I e I 75,845 foundations and certain
do not complete this art ) 1 75,845
2e 14 .773
4942Q)(3) and Q)(5) private rn~n~~eAnne rF.r4 hays
Amount (see instructions)
fPjW Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26
b Program related investments - Total from Part IX-El 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes
3 Amounts set aside forspecific charitable projects that satisfy the a Suitability test (prior IRS approval required) b Cash distribution test (attach the required schedule)
1 pudNylng distrlbudona Add lines is through 36 Enter here and on Part V, line 8, and Part XIII, line 4
5 Organizations that qualify 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 quaNlylng dlatrlbulbns Subtract line 5 from line 4
TEEn0307L 12119ro1
Form9iaPF(2007) MAREE NOBLE/ELIZABETH STUMPF FOUNDATION 94-3129626 Page 7
Summary of Program-Rslaled Investments see instructions)
All other program-related investments Sae instructions 3
1 Minimum investment return from Part X, line 6
2a Tax on investment income for 2001 from Part VI, line 5 b income tax for 2001 (this does not include the tax from Part VI ) e Add lines 2a and 2b 3 Dishibutable amount before adjustments Subtract line 2c from line 1 4a Recoveries of amounts treated as qualifying distributions b Income distributions from section 4947(a)(2) trusts e Add lines 4a and 4b
5 Add lines 3 and 4c 6 Deduction from distributable amount (see instructions) 7 DktriMMaMa amount as adjusted Subtract line 6 from line 5 Enter here and on
Note : The amount on line 6 will be used in Part V, column (b), m subsequent years when calculating whether the foundation quaNfies for the section 4990(e) reduction of tax in those years
Form 990-PF (2001) BAA
Form990-PF(2001) MAREE NOBLE/ELIZABETH $TUMPF FOUNDATION 94-3129626 Page e
Undistributed Income see instructions)
) (~ Corpus I Years prior to 2000 I 2
(ci1b0 2061
1 Distributabla amount for 2001 from Part XI, line 7
2 Undistributed income, if any, as of the end of 2000 a Enter amount for 2000 only b Total for prior years 20, 19 , 19
3 Excess distributions carryover, if any, to 2001 a From 1996 b From 1997 c From 1998 24 486 d From 1999 a From 2000 41 , 479 . 1 Total of lines 3a through a
4 Qualifying distributions fog 2001 from Part x11, pine 4 ii~ $ 88,369
a Applied to 2000, but not more than line 2a
9 Excess distributions carryover to 2002 Subtract lines 7 and 8 from line 6a
10 Analysis of line 9 ~,z g< a Excess from 1997
x°;~^ : k b Excess from 7999 24,486
e Excess from 7999
' d Excess from 2000 41,479
a Excess from 2001 27 .297
BAA 990.PF (2001)
,EEr030eL 01n4ra
°`x ~to~b
bApplied to undistributed income of prior years ILL (Election required - see instructions)
e Treated as distributions out of corpus (Election required - see instructions)
d Applied to 2007 distributable amount e Remaining amount distributed out of corpus
5 Excess distributions cart)wer applied to 2001 (if an amount appears in column (d), the ~~~°°' Y'a2 same amount must be shown in column (a) ) ~~ ;s?�
6 Ear to nit Loral of each column as Indkahed below:
a Corpus Add lines 3f, k, and 4e Subtract line 5
b Prior years' undistributed income Subtract line 4b from line 2b
e Enter the amount of prior years' undistribut- .~~`s A ed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed ' Y°a" `
d Subtract line tic from line 6b Taxable Mad r amount - see instructions
e Undistributed income for 2000 Subtract line 4a from q o� line 2a Taxable amount - see instructions
f Undistributed income for 2007 Subtract lines 4d and 5 from line 1 This amount must be distributed in 21302
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4442(8)(3) (see instructions)
8 Excess distributions carryover from 1996 not applied on line 5 or line (see instructions)
.¢
Qso
/A
d My restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors
Form 990-PF (2001) rEeA0309i. asr25101
1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2001, enter the date of the ruling
6 Check box to indicate whether the organization is a private operating foundation described in Section F-1 4942 2a Enter the lesser of the adjusted net Tax eai
income from Part I or the minimum a Z00~ investment return from Part X for each year listed
b 85% of line 2a
c Qualifying distributions from Part XII, line 4 for each year listed
d Amounts included in tine 2c not aged directly for active conduct of dempt ac6vRw
0 Qualifying distributions made directly for active conduct of exempt actimbes Subtract line 2d from line 2c
3 Complete 3a, b, or c for the alternative test relied upon
a 'Assets' alternative test - enter (1) Value of all assets
(2) Value of assets quelly ing under Section a942U)(3)(B)0)
b'EMoWmmf alternative bst- EnEx 2/3 of minimum imathrient realm shown in Part line 6 fix each year listed
c 'Support' alternative test - enter
(I) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (Section 512(a)(5)), or royalties)
(2) Support from general pubic and 5 or more exempt arqnvahons as DrwMed in Section 4942(IX3XBXtn)
(3) Largest amount of support from an exempt organization
(41 Grass investmisint income ft,WJ Supplementary Information (complete this part ady H the organization had $S 000 a mare In ameah at ay Ums during the yea
1 Informatbn Regarding Foundation Menagerie;
a List any managers of the foundation who have contributed more than 276 of the total contributions received by the foundation before the ) close of any tax year (but only if they have contributed more than ;5,000) (See Section 507(d)(2)
None
6 List any managers of the foundation who own 1056 or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest None
2 Information Regarding Contribution, Grant, GHt, Loan, Seholainhlp, eTc, Programs : Check here ' X d the organization only makes contributions to preselected charitable organizations and does not accept unsolicited
requests for funds If the organization makes gifts, grand, etc, (see instructions) to individuals or organizations under other conditions,
complete items 2a . b. c. and d
a me name, address, and telephone number of the person to whom applications should be addressed
b The form in which applications should 6e submitted and information and materials they should include
c Any submission deadlines
PF FOUNDATION 94-312 io
PaM
Foundation Purpose of grant or status of contribution reci p ient
CHAD WILDLIFE SURVEY
MEDICINE AND FAX MACHINE
SENEGAL PROJECT
INTERNATIONAL PROJECT
CHRISTMAS PRESENTS
CLOTHING GUATAMALA
CHAD PROJECT
Contributions Paid During On Yew or
Recipient M" shrn Amount Name and address (home or busines,
a Paid during the year CRC FOUNDATION PO BOX 2109 FORT ROYAL VA 22630
IMBABAZI ORPHANAGE BP 98 GISENYI RWANDA
EVANGELICAL LUTHERAN CHURCH 8765 W HIGGINS CHICAGO IL 60631
FRIENDS OF ANIMALS 777 POST ROAD DARIEN CONN 06820
SANTIAM GIRLS SCOUTS 1922 MCGILCHRIST SE SALEM OR 97302
SECOND LIFE THRIFT 800 EAST LAGONIA AVE REDLANDS CA
CHAD DEVELOPMENT PROJECT 206 SOUTH BRIDGE ST SHERIDAN OR 97378
2,000
3,761
2,623
32,000
1,524
110
27,803
row b Approved for future payment
t
B Form 990-PF(2001) TEE6,03,0L 5101
Form 99aPF(2001) MAREE NOBLE/ELIZABETH STUMPF FOUNDATION 94-3129626 Page 11 oI Analysis of Income-Producing Activities
Unrelated business income Excluded b Satan 512, 513, o r514 (a) N) (c) (~ (U Business Amount Exclu- Amount Related or exempt code sion function income
e f g Fees and contracts from government agencies
2 Membership dues and assessments 3 Interest on savings and temporary cash invest ants 1 Dividends and interest from securities 5 Net rental income or (loss) from real estate s Debt financed property b Not debt-financed properly
6 Net rertal income a (lass) tram personal property 7 Other investment income 8 Gem or (loss) from tabs 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
s b c
5
Lins No . I Explain below how each activity for which income is reported in column (e) of Part XVI~A contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See instructions )
Form 990-PF (2001) BM ,eEn0501L 01124102
Enter gross amounts unless otherwise indicated
1 Program service revenue
e
e [ (' ~' ]
12 Subtotal Add columns (b), (d), and (e) ~.itt~S Fm.°n9nen$I I~o~i°~~el I 738, 637 13 Total. Add line 12, columns (b), (4 and (e) 0' 13 738,637 .
(See worksheet in the instructions for line 13 to verify calculations )
° . Relationship of Activities to the Accomplishment of Exempt Purposes
X
d If the answer to any of the above is 'Yes,' complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the
re poAi74, anization If the organization received less than fair market value in
any woods,
or sharing arrangement, show in column tRe value of the goods, other assets, or services received Line no N) Amount irrvoAtd I (e) Name of noncharifabb mnot organization (t) Description of transfers, transactions, and sharing arrangem
2a Is the organization direct) or indirectly affiliated with, or related lo, one or more tax-exempt organizations described in Section 501 ) of the Coda (other than Section 501(c)(3)) or in Section 527 E] Yes X No
of N
this roNn dzpayer
Under
9A4
to and Transactions and Relationships with Noneharitable
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)(d) organizations) or in Section 527, Fe~s~: relating to political organizations e
a Transfers from the reporting organization to a noncharitable exempt organization of
1a (1) Cash
(Z) Other assets 1a
b Other transactions IM (1) Sales of assets to a noncharitable exempt organization 16
(2) Purchases of assets from a noncharitabla exempt organization 1 b
(3) Rental of facilities, equipment, or other assets 1 b
(4) Reimbursement arrangements 16
(5) Loans or loan guarantees 16
(6) Performance of services or membership or fundraising solicitations t b
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1 e
12
X
of prepvar
" &%Tr Sqnatu al Ofilcer or Trustee
9n PreparoYs HM Paid Sqneturs ~ J0~ Ra-
car s Frm's Name e, ~(w, ~yourY
O ly adpi'ssimend ZIP cede
OMB No 1505-0162
Form 2220 Underpayment of Estimated Tax by Corporations DpirtmO nt of the Trsasu7 " ~ ~"~~ f Interml Rmnw Service ~ Attach to the corporation's L% return .
LOOI
Emply+r IdwrIlluCon Numb" Nine
for Filing - Check the boxes below that apply to the corporation If any boxes era checked, the corporation must file even if it does not owe the penalty If the box on line 1 or line 2 applies, the corporation may be able to lower or
Figuring the Underpayment
c Credit for federal tax paid on fuels (see instructions) I 5 c1 d Total. Add lines Sa through 5c
6 Subtract line 5d from line 4 If the result is less than $500, du cot complete or file this form The corporation does not owe the penalty
7 Enter the tax shown on the corporation's ZOUO income tax return Caution- See instructions before completing this line
8 Enter the smaller of line 6 or line 7 If the corporation must skip line 7 enter the amount from line 6
14 .773
537
18 OwrpaYrtant. If line 10 is less than line 15, subtract line 10 from line 15 Then go to line 12 of the next column
crcz0312L 02Joiro2
Note: In most cases, we corporation does not need to role Form 2220 (Sae Part I below for exceptions ) The IRS will figure any penalty owed and bill the corporation 11 the corporation does not need to file Form 2220, it may still use it M figure the penalty Enter the amount from line 36 on the estimated tax penalty line of the corporation's income tax return, but do not attach Form 2220
The corporation is using the annualized income installment method The corporation is using the adjusted seasonal installment method
3 H The corporation is a 'large corporation figuring its first required installment based on the prior year's tax Nota" The corporation also must file Form 2220 if it has a suspended research credit allowed for the current year (see the instructions far
line 4) or it is an indirectly affected taxpayer (see instructions)
4 Total tax (see instructions)
Sa Personal holding company tax (Schedule PH (Form 1720), line 26) included on line 4
b Look-back interest included on line 4 under Section 460(b) ('2) Wr completed long-farm conhacts or Section 767(8) for deprecation under the income forecast method
9 Installment due dues Enter in columns (a) through (d) the I SM day of the 4th (Form 990-PF filers Use 5th month), 6M, 9th, and 12th months of the corporation's tax year Exception Enter October 1, 2001, instead M September 15, 2001 0. 9
10 Required InshINnwnts If the box on line 1 and/or line 2 above is checked, eater the amounts from Schedule A, line 40 If the box on line 3 (but not 1 or 2) is checked, see the instructions for the amounts to order If none of these boxes are checked, enter 25% of line 8 above in each column 10
11 Estimated tax paid or credited for each period (see instructions) For column (a) only, enter the amount from line 11 on line 15 11 Canp/e(r /Inns 12 Miwqh 18 0l are cohimn before going to ft next ro/umn
12 Enter amount, if any, from line 18 of the preceding column 12
13 Add lines 11 and 12 13
1, Add amounts on lines 16 and 17 of the preceding column 14
15 Subtract line 14 from line 13 If zero or less, enter -0- 15
16 if the amount on line 15 is zero, subtract line 13 from line 14 Otherwise, enter -0- 16
17 Underpayment. If line 15 is less than or equal to line 10, subtract line 15 from line 10 Then go to line 12 of the next column Otherwise,
17 go to line 18
comd.irrrrNaraa.2ro gar. en.nMSar nfilsi r. no .nsfton Ani. » noa.rs+nra owed BM For paperwork reduction apt notice, see ~pra0e InsweCona Forth 2220 (2001)
Form 222Df2001) MAREE NOBLE/ELIZABETH STUMPF FOUNDATION 94-3129626 Page2
o Figuring the Penalty
19 Enter the dale of payment or the 15th day of Hie 3rd month after the close of the tax year, whichever is earlier (see ustruchons) (Fwm 99~PFand Fam A~4TANra: Use 5th month instead of 3rd month ) 19
20 Number of days from due date of installment on line 9 to the date shown on line 19 20
21 Number of days on line 20 after M75/2001 and before 711Q001 21
22 Underpaym ant Number of days on line 17 x on line 21 x 9%
365 22
23 Number of days on line 20 after 6/30!2W7 and before 1/1/2002 23
?A Underpayment Number of days on line 17 X on line 23 x 796
365 24
25 Number of days on line 20 after 12/31/2001 and before 411/2002 25
26 Underpaym ant Number of days on line 17 x on line 25 X 6%
365 26
27 Number of days on line 20 attar 3/31/2002 and before 711/2002 27
YB Underpaymant Number of den on line 17 x on line 21 x 6'%
365 ?B
29 Number of days on line 20 after 6/30/2002 and before 10/1/2002 29
30 Underpaym ant Number afdap on line 17 x on line 29 X '96
365 30
31 Number of days on line 20 attar 913012002 and before 111/2003 31
32 Underpaym ant Number of days on line 17 x on line 31 x '%
365 32
33 Number of days on line 20 after 1213712002 and before 2/1672003 33
30 Underpayment Number of dap on line 17 x on line 33 x "%
365 34
105
the total here and on Form 1720, line 33, Form 1120-A, 36 Penalty. Add columns (a) through (d), of line 35 i .rr 99 nr !he eomearaCle line for other income 3
raczaa12L 02/01ro2
35 Add lines 22, 24, 26, 29, 30, 32, and 34 135
"For undarpaynwnb paid alter March 31, 2DC2. For lines 28, 30, 32, and 34, 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 an 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 a1 www.lrs.qov. You can also call 1-800-829.1040 to got interest rate information
Form 2220 (2001)
c Tax ear beginning in 2000 16 c
17 Drvde he amount m Tech column on line Ila 6y the amount in column (d) on line 16a 17
18 Divide the amount in each column on line 14b by the amount in m4rim ( on Ins 16b 18
19 Dnide the amount m each column on line l4c by the amount in column (d) m line lfic 19
p cxza334L 01 P29102 Forth 2220 (2007)
Form 2226 1 MAREE NOBLE/ELIZABETH STUMPF FOUNDATION 94-3129626 `s` Annualized Income Installment Method andlor the Adjusted Seasonal Installment Method Under
Section 6655(!) (sw Instructions) Form 11205 flbrs : For lines 2, 14, 15, and 76, below, 'taxable income' refers to excess net passive income or the amount on which tax is imposed under Section 7374(a) (or the corresponding provisions of poor law), whichever apples
Part I - Annualized Income Installment Method
1 Mnualization periods see instructions) 1 First 2 months First 4 months First 7 months First 10
2 Enter taxableincome for each annualiza6on period see instructions 2 0 . 0 0 . 615
3 Pnnualizahon amounts see instructions 3 6 3 1 71429
4 Annualized taxable income Multiply line 2 b line 3 4 0 . 0 0 738
5 Figure the W an the errant in each column on line 4 using the instructions fur Form 1120, Schedule J, line 3 (a the mmperebk line of the tar rewm 5 0 0 0 . 14
6 Enter other fazes for each payment
8 For each period, enter the same type of credits as allowed on Forth 2220 , lines 4 and 5c (see in ions) 8
9 Total tax after credits Subtrxt line 8 from line 7 K zero « less, enter 0. 9 0 . 0 . 0 . 14 , 77
10 Applicable percenta ge 10 25% 50% 75% 100%
11 Multip ly line 9 b line 1Q 11 0 0 0 . 1~47 7
12 Add the amounts in all preceding ~S °'g~_ ;'~ ""` ° U 9 x columns of hoe 40 see instructions 12 r 5°,s=°~c~ a
13 Annualized Income InsWlmalnfs. Subtract line 12 from line 11 If zero or less, enter ~0~ 13 0 0 0 . 14 , 77
Part II - Adjusted Seasonal Installment Method (Caution : Use this method only i/ the base penal percentage for any 6 consecutive months is at least 70% See instructions for more information )
First 3 First 5 First 8 First 11 months months months months
14 Enter taxable income for the following periods
e Tax year beginning in 1998 14a
b Tax year morn in 1999 14 b
c Tax year morn in 2000 14 c
15 Enter taxable income for each iod for the tax
year morn in 291" 15
First 4 First 6 First 9 Entire year months months months
16 Enter taxable income for the following periods
a Tax veer beainnina in 1998 168
m 1999
20 Add lines 17 through 19
22 Divide line 15 by line 21 23 Figure the tax on the amount on line 22
using the instructions for Form 1120, Schedule J, line 3 (or the comparable tine of the rctum}
24 Divide the amount in columns (a) through (c) on line 16a by the amount in column (~ on line 16a
25 Divide the amount in columns (a) through (c) on line 16b by the amount in column (d) on line 16b
26 Divide the amount in columns (a) through N on line 76c by the amount in column
on line 16c
27 Add lines 24 through 26
a
29 Multiply the amount in columns (a) through (c) of line 23 by columns (a) through (c) of line 28 In column (d), enter the amount from line 23, column (d)
30 Enter other taxes for each payment
32 For each period, enter the same type of credits as allowed on Form ?220 lines 4 and 5c sea instructions 34
33 Total tax after credits Subtract line 32 from line 31 If zero or less enter 0- 33
34 Add the amounts in all preceding columns of line 40 xe insWchons 31
35 Ad/usNd ewwnd Installments Subtract line 34 from line 33 If zero or less, enter 0- 35
Part III - Required Installments
36 If only one of the above parts is completed, enter the amount in each column from line 13 or line 35 If both paw are completed, enter the smaqar of the amounts in each column from line 13 or line 35 36
37 Enter 25% of line 8 on page 1 of Form 2220 in each column (Note- 'Large corporations.' see the instructions for line 10 for the amounts to enter 37
Farm ?220 (20011 MAREE N -r r~ununiivn y4-71qbCb Page 4 a o e
First 4 First 6 First 9 Entire year months months months
1 st installment
2nd 3b 41h installment installment installment
0 0 14 , 773
3 , 693 3 , 693 3,694
3 , 693 . 7 . 386 11 , 079
7,386 11,079 14 773 .
0 0 . 14,773
Form 8868 Application for Extension of Time to File an (Mcimbr200m Exempt Organization Return Dyvbnrit of the 7rae,ry Inbrtul =us s .rine. - - Iii File a separate application for each return
OMB No 150.5 1709
~ It you are filing for an Automatic Month Fxtanslon, complete only Pert I and check this box ~ It you are tiling for an Addftlond (not automaHe) 3-Month Extension, wmpleh only Put N (on page 2 of this form) Note: Do not compbM Pal un/sss you hrm a/nradybNn girXSd an aufomaNe3marM exfrnsron on r pnvlousiy A/sd Fam am
Automatic 3-Month Extension of Time - only submit original (no copies needed) Note' Form .R1&T aviparaHans requesting an automatic 6-month extension - check this box and complete Part I only
lick type of return to be filed (file a separate application for each return) Form 990 n Form 990-T (corporation) Form 4720
Form 5227 Form 6069
Form 990-BL Form 990 EZ
Form 990-T (Section 401(a) or 408(a) trust) Form 990-T (trust other than above) Form 1041-A
c Balance Dua Subtract line 3b from line 3a include your paymeat witti this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See instructions $ 0
Signature and Verification
including accompanying schaWlax and statements ma b the beat of my krwa'IWqo and belief it it We, co~nct, ant
t Deb
Act Notlca,, saw Instructions . SAA 8868 (12-2000)
FiFm50iL i,m10i
must use Farm 7004 to request e an extension of lime to Me Form
Typ~or MAREE NOBLE/ELIZABETH STUMPF F( pnnc
FIIB by f}18 Number Street, and Room or Suit, NumGr ii a P 0 Boa w it due date for filing your 8375 STEEL BRIDGE ROAD return See cry, twin or Pest Office For a foreign .ads . .., .. . in .woeon . instructions
of lime, to file income tax returns Partnerships
94-
If the organization does not have an office or place of business in the United States, check this box If this is for a group alum, enter the organiubon's tour digit Group Exemp4on Number (GEM Ii this is for the whole group, check this box 111~ 7 It it is far part of the group, check this box ~ ~ and attach a list with the names and BINS of all members the extension veil cover
1 I request an automatic 3-month (6-month, for 990-T corporation) extension of time unb1 8 / 15 , 20 02 , to file the exempt organization return for the organization named above The extension is for the organization's retain for
X calendar year 20 01 or tax year beginning , 20 , and ending 20
2 If this tax year is for less than 12 months, check reason a Ini4al realm Final velum ~ Change in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits Sae instructions
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit $ 537
Under penalties of OvWrY, I dclan Yet I hrv~ complete and tat I am authorized b pnll
844 MAREE NOBLEJELIZABETH STUMPF FOUNDATION 09 12AM I
Gross Sales Price 2,765,960 . Cost or Other Basis . 2 .033 .464
Other Investments Cost S 4S 7 S 5 4751
~Ml . VANGUARD INDEX
Other Publicly Traded Securities 5 6 COLUMBIA GROWTH Cost 6~ 601
Total 3-3-f7F3iG- 9-
Federal Statements
7/01/02
Form 990-PF, Part I, Line 6 Net Gain (Loss) from Noninventory Sales
Publicly Traded Securities
Page 1
Total Gain (Loss) Publicly Traded Securities fi
Total Net Gain (Loss) From Noninventory Sales $--3~39-
Statement 2 Forth 990-PF Past I, Line 16b Accounting fees
(a) (b) Net (c) (d)
' nse
s Investment Adjusted Charitable
1300 ks Income Net Income Purposes ACOUNTING
Totals lo~36u3l,goo -
Statement 3 Forth 990-PF, Part I, Line 23 Other Expenses
(a) (b) Net (c) (d) Expenses Investment Adjusted Charitable per Books Income Net Income Purposes
OTHER S 100 . S 100 . 3 100 Totals ------- 6-
Statement 4 Form 990-PF, Part II, Line 13 Investments - Other
![Index 09 [] … · 2009 Index of Statements Attached to Return of Private Foundation (Form 990-PF) 1 Form 990-PF, Part I, Line 11, Other Income 2 Form 990-PF, Part I, Line 16a, Legal](https://static.documents.pub/doc/80x56/5f7cbd3218dd844229317342/index-09-2009-index-of-statements-attached-to-return-of-private-foundation.jpg)
