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The Bilderberg Group Tax Returns 2009

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    '\ ..

    Form 990-PFDepartment 01 the TreasuryInternal Revenue ServIce

    [ E t { l l ~ ~ ~ s m i ~~ 1 1 ~ C r F d H b

    Return of Private Foundationor Section 4947(aX1) Nonexempt Charitable TrustTreated as a Private FoundationNote: 7he loundatoon may be abte to use a copy 01 thIS return to satIsfy state reportIng requirements

    For ca endar year 2009, or ax year beginning ,2009, and endingG Check all that apply Hlntt lal return U nttlal Return of a former public charity

    Amended return 0 Address change 0 Name change

    OMS No 1545-0052

    2009U Final return

    Use the A Employer identIficatIon numberIRS label AMERICAN FRIENDS OF BILDERBERG, INC.Otherwise, C/O JAMES JOHNSON, PERSEUS, LLC 51-0163715B Telephone number (see the onstructlons)o f ~ ~ ~ _ 1325 AVE OF THE AMERICAS, 25TH FL (212) 651-6400SeeSpeclflc NEW YORK, NY 10019 C If exempli on applicatIOn IS pending, check here ..Instructlons_~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ D 1 F ~ ~ g n o ~ a n ~ a l i o n ~ c h e c k h ~ e ..H Check type of organization ~ Section 501 (c)(3) exempt private foundation 2 Foreign organizations meeting the 85% test, checkfl-Section 4947(a)(I) nonexempt charitable trust nOther taxable private foundation here and attach computation . .- ~ ~ ~ = = ~ ~ ~ ~ ~ ~ ~ = ~ ~ ~ ~ = ~ = ~ ~ = = ~ ~ ~ U ~ ~ = ~ I ~ X X ~ I = = ~ E I f ~ ~ ~ ~ o o ~ ~ ~ ~ I M ~I Fair market value of all assets at end of year J Accounting method Cash t= J Accrual under section 507(b)(1 )(A), check here(from Part II, column (c), Ime 16) D ther (specify) _ _ _ _ _ _ _ _ _ _ _ _ _ _ F If the foundation IS In a GO-month termination

    .. $ 134 535. (Part I, column (d) must be on cash baSIS1. under sectIOn 507(b)(1 )(8), check hereIPart I 1AnalYSIS of Revenue and (a ) Revenue and (b) Net Investment (c ) Adjusted net (d) DisbursementExpenses (The total of amounts In expenses per books Income Income for charitablecolumns (b), (c), and (d) may not neces- purposes

    ~ a n l y equal the a m ~ ~ ) n t s In column (a) (cash baSIS only(see the instructions)1 Controbutlons. gIfts. grants. etc. receIved (all sch) ~ ~ - - - : - - - = 1 ! : . . 3 ~ 0 ~ O : ( . ; O ~ O - = - ' + - ~ ~ ~ - : - + + - i + h - ~ + - - = + ~ - - = + - t - - ' - _______2 Ck D I the loundn IS not req to al l Sch S I - t ~ ~ ~ ~ ~ ~ ~ ~ + - ~ ~ ~ ~ ~ ~ ~ ~ I - ~ ~ ~ ~ ~ ~ ~ - + - - ; ~ ~ __ - ' ~ - -" ; , . '" ,; . ,3 Interest on savings and temporarycash Investments. 201. 201. 201. k " , \4 DIVidends and Interest from secuntles5 a Gross rents b Net rental Income \'or (loss) - , 1 - ,6 a Net galn/(loss) Irom sale of assets not on lone 10 '" + ..EVENUE

    b Gross sales pnce for all j; 'f %e '* 'assets on lone 6a _ ~ ~ ~ ~ ~ ~ + - - = _ - - = ~ ~ ~ ~ ~ + - ~ ~ ~ ~ ~ ~ ~ - - 1 _ ~ ~ _____ +-_____ _ - -7 CapItal gaon net Income (from Part IV. lone 2) ,. -4 .8 Net short-term capital gain9 Income modifications1 0a ~ e ' i ~ ~ ~ s s ~ ~ J lessallowancesb Less Cost ofgoods sold

    C Gross proflt/(Ioss) (att sch)11 Other Income (attach schedule)12 Total. Add lines 1 through 1113 CompensatIon of officers. directors. trustees. etc.14 Other employee salaries and wages15 Pension plans, employee benefits

    A 16a Legal fees (attach schedule)b Accounting fees (attach sch)c Other prof fees (attach sch)

    o I 17 InterestP sE T 18 Taxes (attach scheduleXsee ,"str)R RA A 19 Depreciation (attachT T sch) and depletionN v 20 OccupancyG _ "., :: 10:::10:::, ces, and meetings

    R ~ a @ 1 2 l ~ d Illi licatlons.(K - ~ ~ ~ ' " :;;; (attach schedule)0 ) E __ :Sl e Statement 1

    r i l Le4li Y o t ' I ~ ~ e r a and administrativeI ' cAnes 3 through 23o c i : w i t n ~ T ' gl rants paid

    b = = ~ P ~ . w ~ ' ~ ~ . n ~ l ! . ~ l l . . : . . ~ . f t l ; ! ' - ~ ~ ~ i f n d disbursements.Add lines 24 and 2527 Subtrac t line 26 from line 12:

    130 201.u.

    85 200.23.

    85 223.85 223.

    " % 9'&

    + ", ,. , , "'; % , "' t , "-, 4' ,, ,

    201- 201.

    85 202

    85 22O. O. 85 22

    a Excess of revenue over expensesand disbursementsb Net invesbnent Income (If negatIve. enter -0-)C Adlusted net income (If negatIve. enter -0-)

    ~ - - - - ~ 4 ~ 4 ~ , 9 ~ 7 ~ 8 ~ + - - - - - - - ~ 2 0 ~ 1 ~ . + - - - - - - - - - - - ~ - - - - - - - - - -201.

    BAA Fo r Privacy Act and PapelWork Reduction Act Notice, see the Instructions. TEEA0504L 02102110 Form 990PF (20

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    Form 990PF (2009) AMERICAN FRIENDS OF BILDERBERG INC 51-0163715 PagIPart II I Balance Sheets Attached schedules and amounts on the description Beginning of year End of yearcolumn should be lor end-ol-year amounts only (a) Book Value (b) Book Value (c) Fair Market VaSee onstructlons )

    1 Cash - non-Interest-beanng2 Savings and temporary cash Investments 89,557. 134,535. 134,533 Accounts receivable ----------Less allowance for doubtful accounts - - - - - - - - - -4 Pledges receivable - - - - - - - - - -Less allowance for doubtful accounts ----------5 Grants receivable6 Receivables due from officers, directors, trustees, and otherdisqualified persons (attach schedule) (see the mstructlons)7 Other notes and loans receivable (attach sch)A ----------- ~S Less allowance for doubtful accounts ----------S 8 Inventones for sale or useE 9 Prepaid expenses and deferred chargesTS lOa Investments - U S and state governmentobligatIOns (attach schedule)

    b Investments - corporate stock (attach schedule)c Investments - corporate bonds (attach schedule) f :{f, 'T , '" ,.' , ,1 Investments - land, buildings, andequipment baSIs. -. m n t it , , &. kt z 4- '- - - - - - - - - - -Less accumulated depreCiation

    (attach schedule) - - - - - - - - - -12 Investments - mortgage loans13 Investments - other (attach schedule)14 Land, bUildings, and equipment baSIS , :0 t& l ' ,: tf 4t 10 & +1(> '" '" j .%-----------Less accumulated depreCiation(attach schedule) - - - - - - - - - -15 Other assets (descnbe )16 Total assets (to be completed by -aflfilers- -- - - - - - --see instructIOns Also, seepage 1, Item I) 89,557. 134,535. 134,53

    L 17 Accounts payable and accrued expenses 4 , '" ,I 4 " ,A 18 Grants payableB 19 Deferred revenue 1i 0 " %I 20 Loans from officers, directors, trustees, & other disqualified persons ,. f ,LI 21 Mortgages and other notes payable (attach schedule) " "T 22 Other liabilities (descnbe ) ,I - - - - - - - - - - - - - - -_ .E o. o.23 Total liabilities (add lines 17 through 22)

    Foundations that follow SFAS 117, check here ~ ~and complete lines 24 through 26 and lines 30 and 31.N F 24 Unrestncted 89 557. 134,535. "U 25 Temporanly restnctedT N , qD 26 Permanently restncted ; '" 4.A Foundations that do not follow SFAS 117, check here ~ LB " '" tSA and complete lines 27 through 31. fr '1 ., ,E L 27 Capital stock, trust pnnclpal, or current fundsT A " yN 28 Pald-m or capital surplus, or land, building, and equipment fundC 29 Retamed earnmgs, accumulated mcome, endowment, or other funds.o E .,R S 30 Total net assets or fund balances (see the Instructions) 89,557. 134,535. "31 Total liabilities and net assets/fund balances "-(see the instructions) 89,557. 134,535.IPart III IAnalysis of Changes in Net Assets or Fund Balances

    1 Total net assets or fund balances at beglnmng of year - Part II, column (a), line 30 (must agree withend-of-year figure reported on pnor year's return) 1 89,552 Enter amount from Part I, line 27a 2 44,973 Other mcreases not mcluded In line 2 (Itemize) 3- - - - - - - - - - - - - - - - - - - - - - - - - - - - -4 Add lines 1, 2, and 3 4 134,535 Decreases not Included In Ime 2 (Itemize) 5-----------------------------6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 6 134,53

    BAA TEEA0302L 07106/09 Form 990PF (20

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    6orm 99O-PF (2 09) AMERICAN FRIENDS OF BILDERBERG INC. 51-016371.5 PagIPart IV ICapital Gains and Losses for Tax on Investment Income(a) List and describe the klnd(s) of property sold (e g , real estate, ('!> How acqUIred (C) Date acqUIred (d) Date so2-story brick warehouse, or common stock, 200 shares MLC Company) P - Purchase (month, day, year) (month, day, yD - Donation

    1a N/Abcde

    (e) Gross sales price (f) Depreciation allowed (g) Cost or other basIs (h) Gain or (loss)(or allowable) plus expense of sale (e) plus (f) minus (g)abcde

    Complete only for assets showing gain In column (h) and owned by the foundation on 12/31/69 (I) Gains (Column (h)gain minus column (k), but not lessi) Fair Market Value (j) Adjusted basIs (k) Excess of column (I)as of 12/31/69 as of 12/31/69 over column 0), If any than -0-) or Losses (from column (h)abcde

    2 Capital gain net Income or (net capital loss) { I f gain, also enter In Part I, line 7If (loss), enter -0- In Part I, line 7 } 23 Net short-term capital gain or (loss) as defined In sections 1222(5) and (6)

    If ~ I n , also enter In Part I, line 8, column (c) (see the instructions) If (loss), enter -0-In art I, line 8 } 3IPart V IQualification Under Section 4940(e) fo r Reduced Tax on Net Investment Income(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 blankWas the foundation liable for the section 4942 tax on the distributable amount of any year In the base period?If 'Yes,' the foundation does not qualify under section 4940(e) Do not complete this part

    1 E t th t t h I f h th t t b f ker e approprla e amoun In eac co umn or eac year, see e inS ruc Ions e ore ma Ing any en rles(a) (b)Base period years Adjusted qualifying distributions Net va ue of

    DYes !RJ No(d)

    Distribution ratioCalendar year (or tax yearbeginning In) noncharltable-use assets (column (b) diVided by column (

    23

    45678

    BAA

    2008 925,724. 225 967.2007 100,063. 407,284.2006 114,166. 460 626.2005 98,063_ 505,469.2004 81,028. 498,492.

    Total of line 1, column (d) 2Average distribution ratio for the 5-year base period - diVide the total on line 2 by 5, or by thenumber of years the foundation has been In eXistence If less than 5 years 3Enter the net value of noncharltable-use assets for 2009 from Part X, line 5 4Multiply line 4 by line 3 5Enter 1% of net Investment Income (1 % of Part I, line 27b) 6Add lines 5 and 6 7Enter qualifying distributions from Part XII, line 4 8If 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 rate, See thePart VI Instructions

    4.09670.24560.24780.19400.16254.94680.9893110,36109/19

    109,1985,22

    Form 990-PF (20TEEA0303L 07106109

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    Form 990-PF (2009) AMERICAN FRIENDS OF BILDERBERG, INC 51-0163715 PagIPart VI I Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see the instructions)1 a Exempt operatmg foundations described m section 4940(d)(2), check here U and enter 'N/A' on line 1 }Date of rulmg or determmatlon letter -------.(attach copy of letter if necessary - see instr.)b Domestic foundations that meet the section 4940(e) reqUirements In Part V, 1check here Dand enter 1% of Part I, line 27b

    All other domestic foundations enter 2% of line 27b. Exempt foreign orgamzatlons enter 4% of Part I, Ime 12, column (b) ,2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable -foundations only Others enter -0-) 23 Add lines 1 and 2 34 Subtitle A (mcome) tax (domestic section 4947 (a) (1 ) trusts and taxable foundations only Others enter -0-) 4S Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -O- S6 Credlts/Payments' , 2009 estimated tax pmts and 2008 overpayment credited to 2009 6ab Exempt foreign organizations - tax withheld at source 6b %

    C Tax paid with application for extension of time to file (Form 8868) 6c '" ' jd Backup wlthholdmg erroneously withheld 6d - - - ' - ~ - - -7 Total credits and payments Add lines 6a through 6d 7

    S Enter any penalty for underpayment of estimated tax Check here D f Form 2220 IS attached S9 Tax due If the total of lines 5and 8 S more than Ime 7, enter amount owed 9

    10 Overpayment If Ime 7 IS more than the total of lines 5and 8, enter the amount overpaid 1011 Enter the amount of Ime 10 to be Credited to 2010 estimated tax I Refunded 11

    IPart VIPAj Statements Regarding Activities1 a DUring the tax year, did the foundation attempt to mfluence any national, state, or local legislation or did It Yes Nparticipate or Intervene m any political campaign? 1a

    b Did It spend more than $100 dUring the year (either directly or mdlrectly) for political purposessee the mstructlons for defmltlon)? 1bj '* _f the answer IS 'Yes' to la or lb, attach a detailed descnptlon of the activities and copies of any matenals publishedor dlstnbuted by the foundation m connectIOn with the activities h j ,

    c Did the foundation file Form 1120-POL for this year? 1cd Enter the amount (If any) of tax on political expenditures (section 4955) Imposed dUring the year J1) On the foundation. ~ $ O. (2) On foundation managers. ~ $ O.e Enter the reimbursement (If any) paid by the foundation dUring the year for political expenditure tax Imposed onfoundation managers ~ $ O. -- ---2 Has the foundation engaged m any activities that have not previously been reported to the IRS? 2If 'Yes, ' attach a detailed descnptlon of the actlvifles . ~Has the foundation made any changes, not previously reported to the IRS, In ItS governing mstrument, articles - -L JIL-..of mcorporatlon, or bylaws, or other similar Instruments? If 'Yes,' attach a conformed copy of the changes 34a Did the foundation have unrelated business gross mcome of $1,000 or more dUring the year? 4a

    b If 'Yes,' has It filed a tax return on Form 990-T for this year? 4b N'AS Was there a liqUidation, termmatlon, dissolutIOn, or substantial contraction dUring the year? S

    If 'Yes, ' attach the statement reqUired by General Instruction T JAre the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either By language In the governmg Instrument, or " By state legislation that effectively amends the governing Instrument so that no mandatory directions that conflict - -with the state law remain m the governing mstrument? 6 X7 Did the foundation have at least $5,000 m assets at any time dUring the year? If 'Yes,' complete Part II, column (c), and Part XV 7 XSa Enter the states to which the foundation reports or with which It IS registered (see the mstructlons) " ; ,Y

    '"b If the answer IS 'Yes' to line 7, has the foundatIOn furnished a copy of Form 990-PF to the Attorney General -- --(or designate) of each state as required by General InstructIOn G71f 'No,' attach explanatIOn Sb X9 Is the foundation claiming status as a private operating foundation wlthm the meaning of section 4942(j)(3) or 4942(j)(5) - - - - - - _for calendar year 2009 or the taxable year beglnnmg In 2009 (see Instructions for Part XIV)? If 'Yes, ' complete Part XIV 9 X

    10 Did any persons become substantial contributors dUring the tax year? If 'Yes, ' attach a schedule /tstmg their namesand addresses 10BAA Form 990-PF (20

    TEEA0304l 07/06/r8

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    Form 990-PF (2009) AMERICAN FRIENDS OF BILDERBERG, INC 51-0163715 PagIPart VII-A I Statements Reaardina Activities Continued11 At any time dunng the year, did the foundation, directly or indirectly, own a controlled entitywithin the meaning of section 512(b)(13)? If 'Yes', attach schedule (see Instructions} 1112 Did the foundation acquire a direct or Indirect Interest In any applicable Insurance contract beforeAugust 17, 2008? 1213 Did the foundation comply With the publiC Inspection requirements for Its annual returns and exemption application? 13 XWebsite address _N1 ____________________________________14 The books are In care o f _ T l i ~ . . f . 9 Q . N " ' p b ! I _ O ~ L C . ! . 9 ] _ E ~ ~ E _ U _ L _ L ~ _ _ _ _ _ _ Telephone no - < , ~ ! . 2 J _ ~ 5 _ 1 . : ~ 1 . . o . Q

    Located a t J " ~ E . . ? _ ~ O _ H ~ ~ O . 1 J L ! . 3 ~ ~ _AJl!:_0..f_ H _ E _ ~ J : B - ! . C J . __ ~ __ ZIP + 4 _1.QQ.1Y_ - - -N-/-A- _:j"115 Section 4947(a)(1) nonexempt chantable trusts filing Form 990-PF In lieu of Form 1041 - Check here - Uand enter the amount of tax-exempt Interest received or accrued dunng the year 15 IIPart VII-B I Statements Regarding Activities fo r Which Form 4720 May Be RequiredFile Form 4720 if any item is checked in the 'Yes' column, unless an exception applies.

    1 a Dunng the year did the foundation (either directly or Indirectly)(1) Engage In the sale or exchange, or leaSing of property With a disqualified person? DYes [IDNO(2) Borrow money from, lend money to, or otherwise extend credit to (or accept It from) adisqualified person?(3) Furnish goods, serVices, or faCilities to (or accept them from) a disqualif ied person?(4) Pay compensation to, or payor reimburse the expenses of, a disqualified person? esYesYes ~ X NoX No(5) T.ransfer any Income or assp.t

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    Form 990-PF (2009) AMERICAN FRIENDS OF BILDERBERG, INC 51-0163715 PagIPart VII-B I Statements Regarding Activit ies fo r Which Form 4720 May Be Required (contmued)

    Sa Dunng the year did the foundation payor Incur any amount to(1) Carryon propaganda, or otherwise attempt to Influence legislation (section 4945(e? DVes IRl No(2) Influence the outcome of any specific public election (see section 4955), or to carry ~ N On, directly or indirectly, any voter registration dnve? Bve s(3) ProVide a grant to an individual for travel, study, or other Similar purposes? Ves X No(4) ProVide a grant to an organization other than a chantable, etc, organization descnbedIn section 509(a)(l), (2), or (3), or section 4940(d)(2)? (see Instructions) DVes IRl No(5) Provide for any purpose other than religious, chantable, sCientific, literary, oreducational purposes, or for the prevention of cruelty to children or animals? Dve s IRl No

    b If any answer IS 'Yes' to 5a(l)-(5), did any of the transactions fall to qualify under the exceptionsdescnbed In Regulations section 53 4945 or In a current notice regarding disaster assistance -- k __ -(see instructions)? 5b N'AOrganizations relYing on a current notice regarding disaster assistance check here ~ D

    c If the answer IS 'Yes' to question 5a(4) , does the foundation claim exemption from the N/A DVes DNoax because It maintained expenditure responsibility for the grant? "If 'Yes, ' attach the statement reqUired by Regulations sectIOn 534945-5(d)6a Old the foundation, dunng the rear, receive any funds, directly or indirectly, to pay premiums DVes IRlNo , . , ~n a personal benefit contract ----"'-b Old the foundation, dunng the year, pay premiums, directly or Indirectly, on a personal benefit contrart? .. 6b

    If 'Yes' to 6b, file Form 8870 -a At any time dunng the tax year, was the foundation a party to a prohibited tax shelter transaction? Dves IRlNob If yes, did the foundation receive any proceeds or have any net Income attnbutable to the transaction? 7b N A

    l f a r t VI!!..J In format ion About Officers, Directors, Trustees, Foundat ion Managers, Highly Paid Employees,--- - and Contractors1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).

    (b) Title and average (c) Compensation (d) Contnbutlons to (e) Expense accou(a) Name and address hours per week (If not paid, enter -0-) employee benef it other allowancesdevoted to position plans and deferredcompensationSee Statement 2- - - - - - - - - - - - - - - - - - - - - - - -

    o. o. - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - -------------------------

    2 Compensation of five highest-paid employees (other than those included on line 1 - see instructions ). If none, enter 'NONE:(a) Name and address of each employee (b) Title and average (c) Compensation (d) Contnbutlons to (e) Expense accoupaid more than $50,000 hours per week employee benefi t other allowancesdevoted to position plans and deferredcompensation

    ~ g r r ~ ____________________

    ------------------------- - - - - - - - - - - - - - - - - - - - - - - -------------------------- - - - - - - - - - - - - - - - - - - - - - - -Total number of other employees paid over $50,000BAA TEEA0306L 07/06109 Form 990-PF (20

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    Form 990PF (2009) AMERICAN FRIENDS OF BILDERBERG, INC. 51-0163715 Pag1Part VIII 1Information About Officers, Di rectors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors (contmued)

    3 Five highest.paid independent contractors for professional services - (see instructions). If none,enter 'NONE.(a) Name and address of each person paid more than $50,000 (b) Type of serviceNone

    Total number of others receiving over $50,000 for professional services1PartilXtA I Summary of Direct Charitable ActivitiesList the foundatIOn's four largest direct chantable activities dunng the tax year Include relevant statistical information such as the number oforganizations and other beneflclanes served, conferences convened, research papers produced, etc1 ORGANIZING & SPONSORING CONFERENCES WHICH STUDY & DISCUSS SIGNIFICANT- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -ROBLEMS OF THE WESTERN ALLIANCE. COLLABORATING ON THE BILDERBERG- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -EETINGS HELD IN EUROPE & NORTH AMERICA.2

    3

    4

    1Part IX-B 1Summary of Program-Related Investments (see Instructions)Describe the two largest program-related Investments made by the foundation dUring the tax year on lines 1 and 2.1 ~ L ~ ___________________________________________________2

    All other program-related Investments See Instructions3

    (c) Compensation

    Expenses

    85,20

    Amount

    Total. Add lines 1 through 3 .. BAA Form 990PF (20

    TEEA0307L 071061rJ3

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    AMERICAN FRIENDS OF BILDERBERG, INC. 51-0163715 Pa(All domestic foundations must complete this part. Foreign foundations,

    1 Fair market value of assets not used (or held for use) directly In carrying out charitable, etc, purposes - -a Average monthly fair market value of securities lab Average of monthly cash balances lb 112,04c Fair market value of all other assets (see instructions) lcd Total (add lines 1a, b, and c) ld 112,04e Reduction claimed for blockage or other factors reported on lines 1a and 1c

    (attach detailed explanation) I 1 e I O.2 AcqUIsitIOn Indebtedness applicable to line 1 assets 23 Subtract line 2 from line 1d 3 112,044 Cash deemed held for charitable activities Enter 1 1/2% of line 3(for greater amount, see Instructions) 4 1,685 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line 4 5 110,366 Minimum investment return. Enter 5% of line 5 6 5,51IPart XI IDistributable Amount (see Instructions) (Section 4942(J)(3) and (J)(5) pnvate operating foundationsand certain forel n or anlzatlons check here1 Minimum Investment return from Part X, line 6 N/A2a Tax on Investment Income for 2009 from Part VI, line 5

    b Income tax for 2009 (ThiS does not Include the tax from Part VI )c Add lines 2a and 2b

    3 Distributable amount before adjustments Subtract line 2c from line 14 Recoveries of amounts treated as qualifying distributions5 Add lines 3 and 46 Deduction from distributable amount (see instructions)

    X and do not com

    7 Distributable amount as adjusted. Subtract line 6 from line 5 Enter here and on Part XIII, line 1IPart XII IQualifying Distr ibutions (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-82 Amounts paid to acquire assets used (or held for use) directly In carrying out charitable, etc, purposes3 Amounts set aSide for specific charitable projects that satisfy thea SUitability test (prior IRS approval required)

    b Cash distribution test (attach the required schedule)4 Qualifying distributions Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line 45 Foundations that qualify under section 4940(e) for the reduced rate of tax on net Investment IncomeEnter 1% of Part I, line 27b (see Instructions)6 Adjusted qualifying distributions. Subtract line 5 from line 4

    2c34567

    I-1a 85 22lb2--3a3b4 85,2256 85,22

    Note: The amount on line 6 Will be used In Part V, column (b), In subsequent years when calculating whether the foundationqualifies for the section 4940(e) reduction of tax In those yearsBAA Form 990-PF (20

    TEEA030BL 07/06/09

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    Form 990-PF (2009) AMERICAN FRIENDS OF BILDERBERG, INC. 51-0163715 PagIPart Xliii Undistributed Income (see Instructions) N/A(a) (b) (c) (d)Corpus Years pnor to 2008 2008 2009

    1 Dlstnbutable amount for 2009 from Part XI,line 72 Undlstnbuted Income, If any, as of the end of 2009.

    Enter amount for 2008 only ,b Total for pnor years: 20 ,20 ,20 "-- - -3 Excess dlstnbutlons carryover, If any, to 2009: ,a From 2004b From 2005 w ,c From 2006 ,. t ," ,d From 2007 * ;, ": ,From 2008 9 , '*Total of lines 3a through e

    4 Qualifying dlstnbutlons for 2009 from Part -:1r ," t *" '1 "'I wXII, line 4 $ % P- ',:> , *! ----------_._-a Applied to 2008, but not more than line 2a * .. 11 , orApplied to undlstnbuted Income of pnor years 4 41 1 4 \ :] .' "'Ii; w(Election required - see instructions) fu 'c Treated as dlstnbutlons out of corpus y, * "i t '+ j , l'(Election required - see instructions) .,,d Applied to 2009 dlstnbutable amount ) ,e Remaining amount dlstnbuted out of corpus 11> '7 '., '} 1

    5 Excess dlstnbutlons carryover applied to 2009 , . j " *' \}j i(I f an amount appears In column (d), the '"same amount must be shown In column (a) )1: 'n " S ,F t A l6 Enter the net total of each column as + j 1 ,;. & 4 " windicated below: *1 t ' , .. \


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