FoYm 9S0-PF Return of Private Foundation...

FoYm 9S0-PF Return of Private Foundation -

f or section 4947(a)(1) Nonexempt Charitable Trust

DepMmenloltheTr usury ~ Treated as a Private Foundation mu.nw a ~.muas~~k. Note The organization may be able to use a copy of this return to satisfy state repon

2001

Use the IRS Name of organization

label SCIENCE RESEARCH FOUNDATION FOR THE NEW Otherwise, CHURCH $HIGH SWARTZ ROBERTS & SEIDEL

'A "cmpiuym identification numpbe ;

23-6898636 B Telephone number 610-275-0700

if aa .PomePPI,cotwnisPmEinO checii here 10 D 1 Foreign organizations, check here No. 0 2 For ag~wpan~xeumsmssunptne 85% test ,

tliad~ pea and arson computation H Check type of organization LXJ Section 501(c)(3) exempt private foundation 0 Section 4947(a)(1) nonexempt charitable trust = Other taxable private foundation

I Fair market value of all assets at end of year J Accounting method LxJ Cash [ (from Part ll, cot (c), line 16) = Other (Specify) I& S 10 1 . 9 9 A _ (Part l, column (d) must be on cash basr,

Accrual

(d) Disbursements (e) Adjusted net far charitable

income purposes N/A (cash basis only)

Part I Analyst s of Revenue and Expenses (The total 01 amounts in columns (b), (c), end (d) may not necessarily equal the amounts m column (a))

1 Contributions, gifts, grants, etc , received phrk011~ CX] MNeconnotation pnotrequired bolGCh kh B

2 Distributions from split-interest trusts Interest m ..go end tenpaay

3 rasp invanmmu 4 Dividends and interest from securities 5+ Gross rents b (Nn rented income a (bu)

Not gain IX coal from, sole Of astet0 n01 On 6~̀

0 line 10

yCYO.VBiI0.9RIGIIXWI issue on Ms a

] Capital pun pat Income (hpn Pert N line 2)

8 Net shop-term capital gain 9 Income modifications

~MUma 10iGross aria .19=M 1

D Lm cost of good. to

c Gross profit or (loss) 11 Other income 12 Total Add lines 7 through 11 13 Comoaris+tionatoRicsa directors trustees etc

14 Other employee salaries and wages C 15 Pension plans, employee benefits

CV, $ 16e Legal lees $TMT 2 ~?lr b Accounting fees

e Other professional fees $TMT 3 17 Interest

(a) Revenue and (p) Net investment expenses per income books

efepeouo'"Td' +'+mrouph23 S

25 Contributions, gifts, grants paid

26 Total expenses and disbursements Add lines 24 and 25 5

27 Subtract line 26 tram line 12

B Etcnvolrevenue ovvexpensed d+aalsbursananb

b Net investment income m moul -w -0 ~

c Adjusted net income (it newti, " wt= o ~

_(12 LHA For Paperwork Reduction Act Notice, see the instructions Farm 990-PF(2001) 1 1'V

10160325 791025 SCIENCERF 2001 .05000 SCIENCE RESEARCH FaUNDATION SCIENCEI

OMB No t5a5 0057

print Number and cheat (a P O Dog pumps i1 mail is not EelrvseU to streal adtrav)

or type 40 E AIRY ST . See Specific City or town, state, and ZIP code instructions

If private foundation status was terminated under section 501(b)(1)(A),check here "0

If the foundation is m a 60-month termination

Other

Organizations thatfollowSFAS 117,check here " LXJ end complete lines 24 through 26 and lines 30 and 31 m

$ 24 Unrestricted

A 25 Temporarily restricted R m 26 Permanently restricted v

Organizations that do not follow SFAS 117, check here " 0

and complete lines 27 through 37

27 Capital stock, trust principal, or current funds

28 Paid-in or capital surplus, or land, bldg , and equipment fund H a 29 Retained earnings, accumulated income, endowment, or other funds

30 Total net assets or fund balances z

Part III Analysis of Changes in Net Assets or Fund Balances ., 1 Total net assets or fund balances at beginning of year - Pan II, column (a), line 30

(muss agree with end-of-year figure reposed on prior year's return) 1 93 , 556 . 2 Enter amount from Part I, line 27a 2 6 67 . 3 Other increases not included in line 2 (itemize) " 3 0 . 4 Add lines l,2,and3 4 94 223 . 5 Decreases not included in line 2 (itemize) " 5 0 . 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part 11, column (b), line 30 6 9 4, 2 2 3 .

Rao 990-PF (m,)

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10160325 791025 SCIENCERF 2001 .05000 SCIENCE RESEARCH FOUNDATION SCIENCEI

SCIENCE RESEARCH FOUNDATION FOR THE NEW Form 990-P; (2001) CHURCH $HIGH SWARTZ ROBERTS & SEIDEL 23-6898636 Page 2

~Balance Sheets ""emuneamn;naamoueninm<ancnoeon Beginning olyear Endolyear Partllcolumn should oeiorenaaiyear amounuonh (a Book Value (b Book Value a) Fair Market Value

1 gash -non interest-bearing 1 2 SawnpsanAtemooraryrashinvestments 41 , 852 : 1 42 .520 . 42 , 520 .

e er_nintc rarrrvahlp 1 V Less allowance for doubtful accounts 4 Pledges receivable

Less allowance for doubtful accounts llll~ 5 Grants receivable 6 Recervables due from officers, directors, trustees, and other

disqualified persons 7 Other nausmaiamsiaemeU

Less allowance for doubtful accounts 8 Inventories for sale or use

o g Prepaid expenses and deferred charges 10e investments - U S and state government obligations STMT 4 51 , 703 . 51 1 703 . . 59 , 478 . b Investments - corporate stock e Investments-corporate bonds

7 Invnlmenb fund buildings And equipmeAL basis D~ deo «~efe

12 Investments - mortgage loans 13 Investments - other 14 Land, buildings, and equipment basis 10,

Anne Accumulfied depreciation 15 Other assets (describe " ) ~ I I

11 Accounts payable and accrued expenses 18 Grants payable

v 19 Deferred revenue 20 Loana nom omcaa avenva wnsn aria oms aecudMw o>son,

A 21 Mortgages and other notes payable "' 22 Other liabilities (describe Pa . .

SCIENCE RESEARCH FOUNDATION FOR THE NEW v A a-oo~ovao 'au= w

iow acqwred (~1 Date acquired (d) Date sold -PUrChaSe (mo, day, yr ) (mo, day, yr ) - Donation

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

(I) Gains (Col (h) pain minus col (k), but not less than -0-) or

Losses (from col (A))

2

IV I Capital Gains and Losses for Tax on Investment Income

. ' (2) List and describe the kind(s) of property sold (e p ,real estate. 2-story brick warehouse, or common stock, 200 shs MLC Co )

NONE

(e) Gross sales price (f) D'(=b

n allowed (p) Cost or other basis le) plus expense olsale

omplete only for assets showing pain in column (A) and owned by the foundation on 17fdt/69

i F M V as of 12/31/69 (~) Adjusted basis (k) Excess of col (q 1 as 0112/31/69 over col (p, d any

2 Capital gain net income or net capital lloss) f If ain, also enter in Pan I, line 7 1

0 ( 1 l II Ploss), enter -0 in Part I, line 7 1

3 Net short-term capital pain or (loss) as defined in sections 1222(5) and (6) If pain, also enter in Pan I, line 8, column (c)

on

3 10160325 791025 SCIENCERF 2001 .05000 SCIENCE RESEARCH FOUNDATION SCIENCEI

990-PF

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

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

Was she organization liable for the section 4942 tax on the distributable amount of any year in the hale period? 0 Yes EK] No II 'Yes .' the organization does not quality under section 49401 Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries

a Base period years Adjusted qualifying ( distributions Net value of noncha0 ritable-use assets Distribution ratio

falandar vear lnr tar vnar heninninn inl (C01 (D) divided by C01 (C1)

2 Total of line 1, column (d) 3 Average distribution ratio for the 5-year base period - Omde the total on line 2 by 5, or by the number of years

tie foundation has been in existence it less than 5 years

4 Enter the net value of noncharitable-use assets for 2001 from Part %, line 5

5 Multiply line 4 byline 3

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

7 Add lines 5 and 6

B Enter qualifying distributions from Part XII, line 4

II 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% fax rate See the Part VI instructions

co .m 990-PF (zoo,) R]531 01 7- 02

SCIENCE RESEARCH FOUNDATION FOR THE NEW

1a Exempt operating foundations described in section 4940(d)(2), check here " U and enter 'N/A' on line 1 Date-of ruling letter (attach copy of ruling letter if necessary-see instructions)

b Domestic organizations than meet the section 4940(e) requirements in Part V, check here " 0 and enter t l of Part I, line 27b

i e wi umer dunroehL wyanVauuns enter 25e of nne 27u Ezewpl luieiyn urUan¢ahons emer 40/. or Pan I, iine 12, cur to) 2 Tax under section 517 (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 4947(a)(1) trusts and taxable foundations only Others enter-O-) 5 Tax based on investment income Subtract line 4 from line 3 II zero or less, enter -0- 6 Credits/Payments a 2001 estimated tax payments and 2000 overpayment credited to 2001 6a 7 2 b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension 01 lime to file (Form 8868) tie d Backup withholding erroneously withheld ~ 6d

7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax. Check here 0 d Form 2220 is attached 9 Tax due II the total of lines 5 and 8 is mare than line 7, enter amount owed 1 10 Overpayment II line 1 is more than the total of lines 5 and 8, enter the amount overpaid 1 11 Enter the amount of line 10 to be Credited to 2002 animated tax 1 ~ Refunded li


990 PF

to During the tax year, did the organization attempt to influence any national, state, or focal legislation or did it participate or intervene m any political campaign'?

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? 11 the answer is 'Yes' to 10 or It, attach a detected descnphon of the activities and copies of any materials published or drstnbuted by the organization in connection with the activities

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

t) On the organization 1 $ 0 . (2) On organization managers " E 0 . e Enter the reimbursement (it any) paid by the organization during the year for political expenditure tax imposed on organization

managers t $ 0 . 2 Has the organization engaged in any activities that have not previously been reported to the IRS?

11 'Yes,' attach a detailed description o/ 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? If 'Yes,' attach a conformed copy of the changes Ia Did the organization have unrelated business gross income of $1,000 or more during the year? b II Yes; has it filed a tax return on Form 990-T for this year? N/A

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year 11 'Yes,' attach the statement required by General Instruction T

6 Are the requirements of section 508(e) (relating to sections 4947 through 4945) satisfied either " By language in the governing instrument or " By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law

remain in the governing instrument? 7 Did the organization have at least $5,000 in assets at any time during the year?

11 ' Yes,' complete Part If, cot (c), and Part XV Be Enter the states to which the foundation reports or with which it is registered (see instructions)

PENNSYLVANIA 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 G? If 'NO,' attach explanation 9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(1)(3) or 4942(1)(5) for calendar

year 2001 Or the taxable year beginning in 2001 (See instructions for Park %IV)9 If 'Yes,' complete Part XIV 10 Did any persons become substantial contributors during the tax yeah

I! 'Yes,' attach a schedule listing their names and addresses 11 Did the organization comply with the public inspection requirements far its annual returns and exemption application?

Web site address " N/A 12 ihebooksareincare of " HIGH, SWARTZ, ROBERTS & SEIDEL . LLP Telephone no "610-275-0700

Locatedatli~ 40 E . AIRY STREET , NORRISTOWN, PA ZIPr4 .19404 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here P -E-1

and enter the amount of tax-exempt interest received or accrued during the year 00-1 13 ~ N/A 133k17 o, x4as F~ 990-PF rxoo+)

4


No

6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? E) Yes E0 No

D Did she organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If vuu answered 'Yes' to 66 . also file Form 8870 _

ca .m 990-PF voo,)


Form 990-PF

FilaForm 4720 i1 any item is checked m the "Yes" column, unless an exception applies ,1e During the year did the organization (either directly or indirectly)

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? 0 Yea M No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? Yes ~ No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? 0 Yes ~ No (1) Pay compensation lo, or pay or reimburse the expenses of, a disqualified persons 0 Yes ~ No (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) ~ Yes ~ No (6) Agree to pay money or property to a government officiate (Exception Check 'No'

d the organization agreed to make a grant to or to employ the official for a period alter termination of government service, d terminating within 90 days ) 0 Yet CY] No

b If any answer is 'Yes' l0 1a(1)-(6), did any of the acts fail to quality under the exceptions described in Regulations section 53 4941(4}3 or in a current notice regarding disaster assistance (see page 19 of the instructions) N/A Organizations relying on a current notice regarding disaster assistance check here 10

e 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 2001

?-7aYes.onfailure _tp_di5toputp.LCO.me (section 4942) (does not apply far years the organization was a private operating foundation defined in section 4942(p(3) or 4942(j)(5))

a At the end of tax year 2001, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 20017 O Yes MNo If Y¢5; list the years 10-

D 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 income? (If applying section 4942(a)(2) to ell years listed, answer 'No' and attach statement - see instructions ) N / A

c It the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise al any time during the years 0 Yes [f] No

b It Yes; did it have excess business holdings in 2001 as a result of (1) any purchase by the organization or disqualified persons otter 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 gilt or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase holding periods (Use Schedule C, Form 4720, to determine i! the organization had excess business holdings m 2007 ) N / A

1a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that

had not been removed from jeopardy before the first day of the lax year beginning in 20017 Sa During the year did the organization pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))7 0 Yes [f] No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly,

any voter registration drive? 1---1 Yes [f] No (3) Provide a grant to an individual far travel, study, or other similar purposes ED Yes [f] 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)? 0 Yes FX1 No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for

the prevention 01 cruelty to children or animals D Yes ~ No b If any answer is 'Yes to Sa(1 )-(5), did any of the transactions tail to quality under the exceptions described in Regulations

section 53 4945 or in a current notice regarding disaster assistance (see instructions)? N/A Organizations retying on a current nonce regarding disaster assistance check here " 0

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 grant? N/A Yes No I7 'Yes,' attach the statement required by Regulations section 53 4945-5(d)

Page 5

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SCIENCE RESEARCH FOUNDATION FOR THE NEW Form 99DPF(2o0t) CHURCH $HIGH SWARTZ ROBERTS & SEIDEL 23-6898636 Page 6

Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

melt compel

(b) 1 hours

no 1) If none, enter 'NONE and average , per week _ (c) Compensation

(e) E %p ense 2CCOU0~, other allowances

(a) Name and address of each employee paid more than $50,000

Total number of other employees paid over $50,000 3 Five highest-paid independent contractors for professional services I1 none, enter 'NONE

(a) Name and address of each person paid more than $50,000

Expenses List the foundation's lour largest direct charitable activities during the lax year Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc

i N/A

2

3

4

6117<-02 corm 990-PF (20o,) 6


I List all officers, directors, trustees, toundation

(a) Name and address (If

" SCIENCE RESEARCH FOUNDATION FOR THE NEW Form 990PF(200i) CHURCH, $HIGH SWARTZ ROBERTS & SEIDEL 23-6898636 Page 7

Part IX-B Summary of Program-Related Investments

Amount investments made by the foundation during the tax vear an lines 1 and 2

z

Total Add lines 1 through 3 IN. I

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

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc , purposes e Average mouthy lair market value of securities

c Fair market value of all other assets d Total (add lines 1a, b, and c) e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 1e 2 Acquisition indebtedness applicable to line 1 assets 3 Subtract line 2 horn line 1d 4 Cash deemed held for charitable activities Enter 1 12%, of line 3 (for greater amount, see instructions) 5 Net value of nonsheriteble-tine assets Subtract line 4 from line 3 Enter here and on Part V, line 4

Part XII Qualifying Distributions (see instructions)

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pescribe the two largest program-relate( N/A

All other program-related investments See instructions 3

Part XI Distributable Amount (see instructions) (Section 49a2(i)(3) and (p(5) private operating foundations and certain foreign organizations check here Ii E:] and do not complete this pan.)

1 Minimum investment return from Part X, line 6 1 2s Tax on investment income for 2001 from Pan VI, line 5 2& 123 . b Income tax for 2001 (This does not include the tax horn Part VI ) 2b e Add lines 2a and 2b 2c

3 DisVibuGble amount before adjustments Subtract line 2c from line 1 3 4 a Recoveries of amounts treated as qualifying distributions Als 0 . b Income distributions horn section 4947(a)(2) trusts 4b 0 . c Add lines 4a and 4b Ic

5 Add lines 3 and 4c 5 deduction horn disiributable amount (see instructions) ~g 7 Dietnbuhhle amount as admsted Subtract line 6 horn line 5 Enter here and on Part XI 11 . line 1 I 7 I

t Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1e 5 , 500 . b Program-related investments - Total horn Part IX 8 1b 0 .

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes 2 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) 3a b Cash distribution lest (attach the required schedule) 3b

4 Qualifying distributions Add lines 1a through 36 Enter here and on Pan V, line 8, and Pan XII I, line 4 4 5 , 500 . 5 Organizations that quaky under section 4940(e) for the reduced rate of tax on net investment

income Enter 1°/. of Part 1, line 27b 0 .

6 Adjusted qualifying distributions Subtract fine 5 from line 4 5 , 500 . Note The amount on line 6 wJl be used m Part V, column (b), m subsequent years when calculating whether the foundation qualities for the section

4940(e) reduction of tax in those years

c~ 990-PF mroiJ

SCIENCE RESEARCH FOUNDATION FOR THE NEW Form 990-PF(2001) CHURCH $HIGH SWARTZ ROBERTS & SEIDEL 23-6898636 Page e

Part XIII Undistributed Income sae instructions)

(a) Inl (e) (e) orpus Years prior to 2000 2000 2007

Y 0 90 88

0 .

27 , 049 .

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

d Applied to 2001 disiribufable amount e Remaining amount distributed out of corpus

5 E.cw thso-iweona tairryovs applied to 200 1 of an amount apples n COlumn (Ei, Me same arrount must be mown in wiumn (at)

6 Enter the net total of each column as indicated below

i corpus Add land 71 K and 4a Subtract line 5

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

e Enter the amount of prior years' undistributed income for which a nonce of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed

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

e Undistributed income for 2000 Subtract line 4a from line 2a Taxable amount-see insv

t Undistributed income for 2001 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2002

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(8)(3)

8 Excess distributions carryover from 1996 not applied on line 5 or line 1

9 Excess distributions carryover to 2002 Subtract lines 7 and 8 from line 6a

10 Analysis of line 9 e Excess from 1997 4 144 6Excess from 1998 5,062 c Excess tram 7999 774 d Excess ham 2000 12, 879

Form 990-PF Room

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t DistribuUble amount for 2001 from Part %I, line 1

2 Undistributed mwme it my as of Me and 013000

a Enter amount for 2000 only bTotal brprim years 19-,19-,19-

3 Expires dintanwomscaryove day to taot

a From 1996 4 19 b From 1997 4 14 cFrom1998 5 06 d From 1999 77 e From 2000 12 8 7 1 Total of lines 3a through e

1 Oualiyinp distributions for 2007 from Part Xll,line 4 " $ 5 .50

a Applied to 2000, but not more than line 2a

SCIENCE RESEARCH FOUNDATION FOR THE NEW orm990-PF 200t CHURCH $HIGH SWARTZ ROBERTS & SEIDEL 23-6898636 Page 9 Part XIV Private Operating Found lions (see instructions and Part Vil A. question 9) N/A 1 a II the foundation has reserved a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2007, enter the date of the ruling 10. 6 Check box to indicate whether the organization is a p rivate o p eratin g foundation described in section 0 4942(1)( 3 ) or 4942h)(5)

p , cnt,, me ioccgr m thn admsled net Tax year Prior 3 years

income from Part I or the minimum (a) 2007 (b) 2000 (e) ty59 jdj 7S9u ;c;?o : :'

investment return from Part X for each year listed

b 85% of line 2a e Qualifying distributions from Part XII,

line 4 for each year listed d Amounts included in line 2c not

used directly for active conduct of exempt activities

e Oualitying distributions made directly tar active conduct of exempt activities Subtract line 20 from line 2c

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

(t) Value of all assets (2) value of assets qualifying

under section 4942(l)(3)(B)(i) b 'EndowmenC alternative best -

Enter 2/d of minimum investment return shown in Part %, line 6 far each year listed

s 'Support alternative test - enter

(1) 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 prowled in section 4942(I)(3)(B)(ni)

(3) Largest amount of support from an exempt organization

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

,235e,m1 24 02 9 Finn 990-PF Rao+) 10160325 791025 SCIENCERF 2001 .05000 SCIENCE RESEARCH FOUNDATION SCIENCEI

or more in assets at any time during the year-see page 26 of the instructions .)

t Information Regarding Foundation Managers e 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 tar

year (but only if they have contributed more than $5,000) (See section 507(d)(2) )

b List any managers of the foundation who own 10% or mare 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

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

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

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

c My submission deadlines

SCIENCE RESEARCH FOUNDATION FOR THE NEW CHURCH $HIGH SWARTZ ROBERTS & SEIDEL ientary Information (continued)

23-6898636 Form 990-PF (2001) Part XV Su 3 Grants and C -r'

10

tqbuLOn Recipient

or npprovea for rutui It recipient is an individual show any relationship to any foundation manaiter

Foundation Purpose of grant or status of contribution Amount recipient Name and address (home or business)

a Pad during the year

NONE

Total

NONE

Total IzJ601N1 24 W

3b I 0 . ca~ 990-PP Rood

h Approved for future payment

SCIENCE RESEARCH FOUNDATION FOR THE NEW Form 99o-PF(200t) CHURCH $HIGH SWARTZ ROBERTS & SEIDEL 23-6898636 Paaeit Part XVI-A Analysis of Income-Producing Activities

ss income ee.~cwasa e ~,�~ 512, 513 , a s, .

(b) E~ d� (4) Related or exempt Amount smn Amount function income

14 6 , 267 .

a b e d e t p Fees and contracts from government agencies

2 Membership dues and assessments 3 Interest on savings and Temporary cash

investments 4 Dividends and interest from securities 5 Net rental income or (loss) from real estate

a Debt financed property b Not debt-financed property

property 7 Other investment income B Gain or (loss) from sales of assets other

than inventory 9 Net income or (loss) from special events 10 Gross grout or (loss) from sales of inventory 11 Other revenue

8 b c d e

12 Subtotal Add columns (b), (0), and (e) 0 . 1 6 . 267 . 0 . 13 Total Add line 12, columns (b), (d), and (e) " 13 6,267 . (See worksheet in line 13 instructions to verity calculations 1

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


Enter gross amounts unless otherwise indicated

1 Program service revenue


2a Is the organization directly or indirectly affiliated with, or related to, one or more tax exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277 0 Yes Eil No

b II Yes; complete the following schedule (a) Name of organization (b) Type of orpanvation (e) Description of relationship

N/A

UnEa pa~eltieaol arty I V~~11 ~ N~~ ratvn induEinp aCCpnpOnpnO ed~~duln ana st~enen~f and to ihs best of my knowle0pe aiU belied il if true Cmei and COyplsls~ IxntiOn I pre Old l 1u b p fiWCVay) i" Oa7ld on ell information 0f arch pe0as has any hnowladpe

Signature

PreParei s

10160325 791025 SCIENCERF 2001 .05000

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of YE the Code (ocher than section 501(c)(3) organizations) or in section 527, relating to political or0anizauons9 II I~ i.a_nclarc from the reporting organization to a noncharitable exempt organization of-

(1) Cash fa l l' . (2) Other assets IM2 1

b Other Transactions (1) Sales olassets toanoncharitableexempt organization 1b 1 (2) Purchases of assets from a noncharitable exempt organization lb ( 2 ) (3) Rental of facilities, equipment, or other assets 1b 3 (4) Reimbursement arrangements 1b ( 4 ) (5) Loans or loan guarantees 1b 5 (6) Performance of services or membership or fundraising solicitations lb

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1e d II 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 lair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received

iLine no Ibl Amount involved lei Name of noncharitable exempt organization (dl Description of transfers, transactions, and sharing arrano

v ~ ~ --- - _ a firm i mmeloiroon DRESLIN AND COMPANY a2 :0)1 nien<momrea) '190 W GERMANTOWN PIKE

'aa«ssmanrcaae F unuvrmnu nn i odm _

oia. oz 123521

SCZENC& RESEARCH FOUNDATION FOR THE NEW 23-6898636

FORM 990-PFDIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 1

SOURCE GROSS AMOUNT

MERRILL LYNCH CMA ACCOUNT 6,267 .

TOTAL TO FM 990-PF, PART I, LN 4 6,267 .

0 .

0 .

6,267 .

6,267 .

FORM 990-PF LEGAL FEES STATEMENT 2

(D) CHARITABLE PURPOSES

(B) (C) NET INVEST- ADJUSTED MENT INCOME NET INCOME

(A) EXPENSES ncn nnnv

OTHER PROFESSIONAL FEES STATEMENT 3 FORM 990-PF

(A) (s) (c) EXPENSES NET INVEST- ADJUSTED

DESCRIPTION PER HOOKS MENT INCOME NET INCOME

FINANCIAL MANAGEMENT FEES 100 . 100 . PROFESSIONAL FEES 500 . 0 .

TO FORM 990-PF, PG 1, LN 16C 600 . 100 .

(D) CHARITABLE PURPOSES

0 . 500 .

500 .

13 STATEMENT S) 1, 2, 3 10160325 791025 SCIENCERF 2001 .05000 SCIENCE RESEARCH FOUNDATION SCIENCEI

CAPITAL GAINS DIVIDENDS

% COLU11047 (A) _V~ % I AMOUNT

LEGAL FEES

TO FM 990-PF, PG 1, LN 16A

5,000 .

5,000 .

0 . 5,000 .

0 . 5,000 .

SCIENCE RESEARCH FOUNDATION FOR THE NEW 23-6898636

FORM 99Q-PF U .S . AND STATE/CITY GOVERNMENT OBLIGATIONS STATEMENT 4

DIRECTORS STATEMENT 5 TRUSTEES AND FOUNDATION

14 STATEMENT S) 4, 5 2001 .05000 SCIENCE RESEARCH FOUNDATION SCIENCEI 10160325 791025 SCIENCERF

U .S . OTHER DESCRIPTION GOVT GOV T

U .S . TREASURY BOND X U .S . TREASURY BOND X

TOTAL U .S . GOVERNMENT OBLIGATIONS

TOTAL STATE AND MUNICIPAL GOVERNMENT OBLIGATIONS

TOTAL TO FORM 990-PF, PART II, LINE 10A

BOOK VALUE

20,600 . 31,103 .

51,703 .

51,703 .

FAIR MARKET VALUE

23,837 . 35,641 .

59,478 .

59,478 .

NAME AND ADDRESS

CHARLES S . COLE 3240 BUCK ROAD BOX 622 BRYN ATHYN, PA 19009

KAREN P . COLE 3240 RUCK ROAD BOX 622 BRYN ATHYN, PA 19009

G OWEN COLE BOX 622 NORTHEAST HARBOR, ME 04622

KENDRA S . COLE BOX 622 NORTHEAST HARBOR, ME 04622

JANICE COLE KING R .D . #2, BOX 81 KEMPTON, PA 19529

STEVEN KING R .D . #2, BOX 81 KEMPTON, PA 19259

EMPLOYEE TITLE AND COMPEN- BEN PLAN EXPENSE

AVRG HRS/WK SATION CONTRIH ACCOUNT

TRUSTEE 1 . 0 . 0 . 0 .

TRUSTEE 1 0 . ~ 0 . 0 .

TRUSTEE 1 0 . 0 . 0 .

TRUSTEE 1 0 . 0 . 0 .

TRUSTEE 1 0 . 0 . 0 .

TRUSTEE 1 0 . 0 . 0 .

0 . 0 . 0 .

0 . 0 . 0 .

0 . 0 . 0 .

0 . 0 . 0 . TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII

15 STATEMENT S) 5 10160325 791025 SCIENCERF 2001 .05000 SCIENCE RESEARCH FOUNDATION SCIENCEI


JANINA COLE,BRONfN TRUSTEE R .D . #2 , . HOX 50C 1 KEMP,TON, PA 19259

HUGH R . BROWN TRUSTEE/CHAIRMAN R .D . #2, BOX 50C 1 KEMPTON, PA 19259

GLYNN COLE SCHAUDER TRUSTEE 2201 PAPERMILL ROAD 1 BRYN MATHY, PA 19009

KENNETH SCHAUDER TRUSTEE 2201 PAPERMILL ROAD 1 BRYN MATHY, PA 19009

ANNA BOYESEN COLE TRUSTEE R .D . #2 1

23-6898636

0 . 0 . 0 .

0 . 0 . 0 .

'~ ~ 3Aj rC17i DEVELOPMENT OFFICE

April 27, 1993

Dear Mr . Durham :

It is hoped that the basic program will go on to be used to examine the spiritual meaning of geology itself as well as other aspects of the world . It could also be used to explore the human body, chemistry, physics, vegetation, animal habitation, social geography, and so on The program can be used to study phenomena specifically in the land of Canaan and also elsewhere . For

Academy of the New Church. P O. BOX 711 BRYN ATHYN, PA 19004-0711

Mr . Robert Durham, Esq . High, Swartz, Roberts & Seidel 40 East Airy Street -Norri-sty;::-r,--PA---19 4-0-4-

PHONE 215-9382630 FAX 215.939-2016

In response to your inquiry about the Academy of the New Church and the Charles S . Cole Science Research Foundation, the following information has been compiled .

The Academy of the New Church is using funds provided by the Charles S . Cole Science Research Foundation and grants from the Academy Research Fund to finance a project to study the geology and geography of the land of Canaan in light of the teachings in the Writings for the New Church . The goal of this project is to develop a computerized research tool that can extrapolate spiritual meaning from input about the geology of an area or location in the Holy Land . The first version of the software package is now available, and additional work is planned to fill in gaps and expand the uses of the program .

As I understand it, the designers and researchers of this project have created a central core of information that contains the teachings presented in the Writings about the geography of the Holy Land . This information is utilized by comparing areas and locations of which the spiritual meaning is known to those with similar features but not clearly identified by the Writings in order to extrapolate the spiritual meaning of the latter . For example, a minister involved with the project said that he used the program to determine why Christ, on his way from Jericho to Jerusalem, turned off the main road and climbed the Mount of olives rather than proceeding straight into the city . The spiritual meaning of the Mount of Olives indicates that Christ climbed the mountain so that when He came down, it would signify that He was a king descending from heaven rather than an earthly king .

Funds from the Science Research Foundation and the Academy Research Fund have been used to provide grants to individuals working on the project and to buy necessary software, some computer hardware, geological maps, and maps-of the-HolY-Land---

Durham April 27, 1993 Page 2 of 2

example, the geological aspect of the program can be used to study the spiritual meaning of the geology of Pennsylvania or even the geological creation of the world.

In conjunction with this program, the Academy has used funds from the Foundation to finance the development of a Hebrew lexicon to aid in translation of the old Testament, focusing on parts that deal with historical geography such as the books of Joshua and Judges .

I trust this answers your questions about the work of the Foundation and its relationship to the Academy. If you have further questions, please do not hesitate to contact me .

Sincerel ,

L- Walter C . Childs III

WCC:sld

. . Y~dP!+!~ '~ ~ No Term, 20

William T.,Murray, Publisher of THE TIMES HERALD, of the County and State aforesaid, being duly sworn, deposes and says that THE TIMES HERALD, a newspaper of general circulation published at Markley, Ann and Airy Streets, Borough of Norristown, County and State aforesaid, was established January 1, 192s, since which date THE TIMES HERALD has been regularly issued in said County, and that the printed notice or publication attached hereto, is exactly the

-.-same as was printed and published in the regular edition and issues of THE

TIMES HERALD on the following dates, viz

Copy of Notice

The Thirteenth annual tez realm of the SCF' ENGE RESEARCI; FOUNDA710N FORD THE NEW CHURCH for 2001 rs avellable dur- Inq regular business hours by any person wnosorequeeuwlmln 180 CayseflorpUblica- tion otIha Notlce of we evallablllry of such re- lum S~dl ennu9l re- um can be ob19hed Irom me sauce Research Foundetlon

40 Eesl Any Street Nomsto.n PA 18404 81 0-275-0700 me vnRei manager

Is Hugh Brown Cna an of 0~ 00N 01 TNSIBB9 610-756 6583

NOTARIAL SEAL M _~7

ICHELE L LENZI. Notary Public ) tg Norristown BGFO, Montgomery County

5 My Commission Expires Oct 10, 200

PROOF OF PUBLICATION NOTICE IN THE TIMES HERALD Under Act No 587, Approved May 16, 1929, P L 1784, as Last Amended by

Act No 520 of July 5, 1947

STATE OF PENNSYLVANIA ) SS

COUNTY OF MONTGOMERY )

~~ t) I - and the day of .A D 20c' ̀ ~

Aunt further deposes that he is an officer duly authorized by THE TIMES HERALD PUB-LISHING COMPANY, INC, a corporation, pub-lisher of THE TIMES HERALD, a newspaper of general circulation, to verify the foregoing state-ment under oath, and affiant is not interested in the subject matter of the aforesaid nonce or advertisement, and that all allegations in the foregoing statements as to time, place and char-acter of publications are true

---'~ l'uGhd~n The Tune, Nnnld

Sworn to and subscribed before me this

y of .~ ..X.f~lc.

.4

20° 7

J

''` ,~``,rr^~M~

0 MARLYN SMITH ESQ 40 E. AIRY ST NORRISTOWN PA 19401

1-800-MERRILL (1-BOa637-1455) FOR CUSTOMER SERVICE

Income Summary I

This Statement Year-to-Date

Money Fund Divide ds 66 .81 1,563 .01 Tax-Exempt Funds Tax-Exempt Interest Reportable Interest 9 .83 4,704 .86 Reportable Drviden s Income Not Report d

Total 76 .64 6,267 .87

Items for Attention

Security Message Date No Items For Attention

Purchasing Power I42,520

Financial Mantel Indiqators NEWS

This Statement Last Statement Prevlour - Year-End

Dow Jones Industrial A erage 10021 .64 9857 .56 10787 .99 Three-Month Treasury Pills 1 .71% 1 .77% 5 .88% Long-Term Treasury Bands 5 .47% 5 27% 5.455

Account No 890-04727 0,so2e es:e III II III IIII II III IIII I III,I,!I III III III

- 1 - 410

From all of us at Merrill Lynch Thank you for the opportunity to serve you and your financial needs All the best for a happy and prosperous New Year

FEI PLEASE SEE REVERSE SIDE

Poozoe:~ 175 Statement Period

12/01/01 TO 12131/01

Merrill6ynch

Total Account Value As Of 1 YOUR FINANCIAL ADVISOR : ROBERT G IOCCO Robert G [email protected] (215) Si7-3232

$1032042 . 13 " Dupicate Copy

Your Merrill Lynch Offlce : 8380 OLD YORK RD 4TH FLOOR ELKINS PARK PA 19027

Monthly Portfolio Summary

Asset 77/90/01 Value % 12/31/01 Value

Cash/Money Accounts 42,443 41 42,520 42 CD's/Equivalents Government Securities 59,995 59 59,478 58 Corporate Bonds Municipal Bonds Equities Mutual Funds O lions OPher Long Market Value 102,498 101,999 Short Market Value Estimated Accrued Interest 656 1,043 Debit Balance

Net Portfolio Value 103,094 tos,oaz

Merrill Lynch . .

. <

f M 5W-

,_.: ~

~

/F v4`Y~F. ±~~ 1K ,w, J

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"' Duplicate Copy '"

This Statement Year-to-Date Debits This Statement Year-to-Date

Purchases 76 .64 6,267 .87 Withdrawals

Electronic Tfrs CMA Checks 5 .500 .00 Other 1f,0 .00

76 .64 6,267 .87 Total Debits S,to0 .00

Bank Deposit Interest Summary Opening

Money Account Description Balance Current Interest on Closing Yield % Deposits Balance

1 .66 9 .83 7,020

9 .83 7,020

Unrealized Estimated Estimated Current Gain or Accrued Annual Yield (Loss) Interest Income

Average Deposit Balance

7,010 7,010

7,010

Adjust/Unit Total Estimated Date Cost Cost Market

Acquired Basis Basis Price

Mernll Lynch Bank USA

Total ML Banking Advantage

Current Portfolio Quantity Security Description Value

Cash and Money Accounts

CASH 2

7,020 ML BANKING ADVANTAGE 1 .00 7,020

35 .498 CMA MONEY FUND 1 .00 35,498

Total Cash end Money Accounts 42,520

1 .00 7,02 116 1 .66

1 .00 35,49 763 2 .15

42,52 879 2 .07

f PLEASE SEE REVERSE SIDE

Page ooxoex 2 oT 5 0 Statement Period Account No

12/01/01 TO 12/31/01 890.04727 sosao i i-0i

011028 n:e

40 E AIRY ST

Cash Flow Summary Activity Summary This Statement Year-to-Date Credits

Opening Balance Sales Cash & Money Income Accounts 42,443 .57 Funds Received

Electronic Ttrs Net Credits Other

& Debits 76 .64 667 .87

Closing Balance Cash & Money Accounts 42,520 .21

Total Credits

L. ~ J

MMerrillLynch

40 E AIRY ST " Duplicate Copy "

Current Portfolio AdJusVUnlt Total Estimated Estimate Unrealized Estimated Estimated Current Date Cost Cost Market Market Gain or Accrued Annual Yield

Quantity Security Description Acquired Basis Basis Price Value (Loss) Interest Income

Government Securities 20,000 U S TREASURY BOND N/A N/A N/A 119 .18 23,837 N/A 703 1,874 _ 7 .86

9 375% FEB 15 2006

34,000 U S TREASURY BOND N/A N/A N/A 104 .82 35,641 N/A 340 2,677 7 .51 7 875% NOV 15 2007 CALLABLE 11/15/02 AT 100

Total Government Securities 59,471 7,049 0,552 1 .65

Total of Long Portfolio 42,520. 101,999 . 1,049 5.432 3 .33 - Exclude N/A Items

Monthly Activity Date Transaction Quantity Description Price Debit Credit

Dividends and Interest 72/31 0 Bank Interest BANK DEPOSIT INTEREST .83 II 12/31 Share Dividend 66 CMN MONEY FUND 12/31 Cash Dividend CMA MONEY FUND .B1

FROM 11-30 THRU 12-31 Income Total ML BANKING ADVANTAGE 9 .00 Income Total CMA MONEY FUND 66 .00

Net Total 76 .64

Daily Activity Review Money Cash Account

Date Transaction Quantity Description Price Amount Balance Balance

11130 Opening Balance t .57crt 42,442 12/03 Deposit To ML BANKING ADVANTAGE 1 .00 .57CR 42,443

ooaana+

PLEASE SEE R

3 O9 S

SIDE "

t,~01 TO 12/31/01 890.04727 - aim 1111, 111111 i IN 11 1111111111111111111111111111111111 11111 11 .,~ I

r

40 E AIRY ST "" Duplicate Copy "' Daily Activity Review

Cash Date Transaction Quantity Description Price Amount Balance

12/31 a Bank Interest BANK DEPOSIT INTEREST 9 .83CR 12/31 Share Dividend 66 CMA MONEY FUND 12/31 Cash Dividend CMA MONEY FUND .B1CR

FROM 11-30 THRU 12-31 12131 Closing Balance x .zicrt 2 .ztcR

Customer Service For information about your account, please call 1-800-MERRILL (1-80037-7455) To report Lost or Stolen Visa Cards or Checks, please call 1-800-262-5678

fFj PLEASE SEE REVERSE SIDE

Paga Statement Period 002o30 4 of 5 12107/01 TO 12/31/01

6060D 11-0I Account No 890.04727 aims "28

Merri116ynch L v N f..-c " s .

Money Account Balance

42,51e

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40 E AIRY ST Agreement Re eerdmg Your Securities Amount and Other Important Information You the Cli nl end we, Merr~ll Lmch Pea Fenner g Smith Inc, a ree as follow (1) We will avert your order (or i mulu-lined security or option to th~ mince[ plea we consider to be a unu market for that security, unless you give w specific instructions to direct the orer g~sewhlre (2) We will hold bonds and preferred stocks m bulk segregation (except for chore held m custodian amounts) In the eve tof a iall for less than an entire issue or s new of them cecurme , the securities to be cabled ml be automatically selected on a random basis from those geld N bulk The rabab,~,t th t our holding will be selected is proportional to the amount of your holdings relative to iho~e o~o~her custom n (3) If you have any obliauons to us we can, subject [o ap liable ruin end regulations of re Sulatory bodies, wul~ou~t ~ourr�~ you, tike any of the ~olomng actions with any or all securities m our account, ~nclu in securrtie you may scquve or ae obit

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can't of the

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TILL a ree en t will inure to~, a y~ nest or

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we

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0020e35 of 5 12101101 TO 12/131/01 »" 890.04727 0190211 me III I uIIII IIII II III IIII I III I II III III III III I II I lull - 1-

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tlvau~th which the WCMA a of Credit is made available Includes information on your Line of Credit ~anB7Iance Loan SubseGtItq Interest, &qd J.oa Interest Charxed Interest S liarges accrue daily dunna cite culement Denoa Wuh each day bqnR Seemed to constitute 1/360 01 a year Refer to the

t po mo N this stock or m o cant on m s ai on t~e oiler side of public orers executed on ists may have rofited or lost m connection x~ )r-cost Ma noR available

registered m your name

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7/,l~

4

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This page Intentionally left blank.

0- 606M 11 -01

eozoeSx

69 Merrill Lynch

MaVI\'AC CM~ SfEPf1E\ G S'USEN cu.eExr r HIGH, rn PAUL BAA'ER BARTIE o eticav vwrcenan, rn THOMAS D BEES LOISA \AFZIGCR AIAItI N57llhG DOFIERTI J 6'ENtiETfl CROIJ61 JOHN A GALLAGHER CUM D ANDRENS RONALD W FENSfEMfACFER,IR GREGORY L n'ESTrR ERIC B SMITH CAAENE MORAISSEt ALIT N FLEVNER, P E

!1F flIIMCCI

MSMONM M gmEL ROBERT d DURHAM, JR

GEORGE h1 MM III LLwLEi m coweEnrem AIr.m

JOfC. P GREGG NA.NCI pTIFSOLp7C6 iZENNETHR MYERS

May 14, 2002

If you have any questions, please call me

Robert B Durham, Jr OGDEftI UT

RBDJr ml Enclosures cc Hugh R Brown, Chairman of The Board

Darnel T Allen, Treasurer, Academy for The New Church Marlyn F Srruth, Esquire Internal Revenue Service

HIGH, SWARTZ, ROBERTS & SEIDEL LLP

ATTORNEYS AT LAW

40 EAST ALRY STREET

NORRISI'OWN, PENNSYLVANIA 19404

ESTABLISHED 1914

(610) 275-0700 FAX (610) 275-5290 maLnClughswartz com NWN IIISILSN3f1Z COIII

Mark A Pacella, Esquire Chief Deputy Attorney General Charitable Trust & Organization Section Strawberry Square, 14th Floor Harrisburg, PA 17120

RE: Science Research Foundation for The New Church Form 990-PF, Return of Private Foundation, for 2001 EIN 23-6898636

Dear Mr Pacella

Pursuant to die U S Department of Treasury instructions, enclosed are

1 Copy of executed U S Form 990-PF, Return of Private Foundation, for 2001, for the above-captioned Foundation, showing tax due of $51 00 to the U S Treasury, as shown m Part VI . line 9 . with attachments

2 Copy of our transauttal letter to the IRS dated May 14, 2002, filing Form 990-PF, Return of Private Foundation, for 2001, with Internal Revenue Service Center m Ogden, Utah 84201 0027

Please acknowledge receipt of these enclosures on the copy of this letter and return it to me m the enclosed self-addressed, stamped envelope

RECEI EV p

1 MAY 1 6 2002

Very truly yours,

0J-~i-L=�~, I3 ~~ �.z Iu,,iil/

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