Forms 990 and 990=PF - Internal Revenue Service · A Number of Forms 990 and 990-PF in the...

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Forms 990and 990=P FReturns of Organizationsand Private FoundationsExempt from Income Taxfor 197 3Filed during 1974

June 1976

Department of the TreasuryInternal Revenue Servic e

Office of Assistant Commissioner (Planning and Research) /Statistics Divisio n

Document 6167

Contents

Introduction :

General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Scope of the Study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5&6

Filing Requirements :

Form 990 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Form 990-PF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Description of the Sample and Processing the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6&7

Notes to the Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Form 990 Tables

Page

Table Reference

I Page I Exemption Code Paragraph of Internal Revenue Code Under Whic hExemption Was Claimed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Method Used to Record Address Information and Presence or Absence ofEmployer Indentification Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1

2 Page 1

Part 1, lines

3 1-84 75 86 9-11,13-15

7 lOx 6

8 139 17-19,25

Part H, fines

10 1-8

11 9-19

12 32,37,41

13 41x Part 1 ,lines 12, 15

Schedule A

14 Part I

15 Part V,lines 1-7

16 Part V,lines 8-15x lines 4, 5

17

Entries in "Receipts" Section (Part 1) . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . I IDistribution by Size of Total Receipts (Part 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Distribution by Size of Gross Receipts for Filing Requirements (Part 1) . . . . . . . 12Entries for Specified "Expenses and Disbursements" and "Assets an d

Liabilities" (Part I) . . . . . . . . . ..

. . . . 13Entry for Expenses Attributable to Gross Contributions by Size of Receipts ofGross Contributions . . . . . . . . . . . . . . . . . .

.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Distribution by Size of Total Assets (Part 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Entries for Miscellaneous Items from Page I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 4

Entries for Specified "Receipts from Other Sources" (Part 11) : Returns withGross Receipts of $10,000 or More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Entries for Specified "Expenses and Disbursements" (Part 11) : Returns wit hGross Receipts of $10,000 or More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

_~ column D~ : Returns withEntries for Specified "Balance Sheet" Items (Part 11~,Gross Receipts of $10,000 or More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Agreement between Items in Parts I and 11 on Changes in Net Worth, by Sizeof Total Net Worth, End of Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Number of Officers, Directors, and Trustees Receiving Compensation(Schedule A, Part 1) Listed: Section 501 (c) (3) Returns With Schedule AAttached . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Reason Checked for Non-Private Foundation Status (Schedule A, Part V) :Section 501 (c) (3) Returns With Schedule A Attached . . . . . . . . . . . . . . . . . . . . 18

Entries in "Support Schedule," by Major Reasons for Non-Private Foundatio nStatus (Schedule A, Part V) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Attachments to Form 990 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

I

Contents (Cont'd )

Table Reference

Form 990-PF Tables

Page

18 Entries in Year in Which Exemption Letter Issued by Fair Market Value of Assets . . . . 22 & 23upper right ,page I

Part 1, lines

19 1,3-12 Entries for Specified "Receipts" (Part 1) by Column in Which Entered . . . . . 2420 1-12 Line Showing Highest Dollar Amount in Each Column in "Receipts" (Part 1) 2521 13 Distribution by Size of Total Receipts by Size of Fair Market Value of Assets 2622 14-22 x cols . Entries for Specified "Expenditures" (Part 1) by Column in Which Entered 27

A-D23 1 x 23, col .D Entry for Receipts from Gross Contribution-s, Gifts, Grants, Etc . by Size of

Expenditures for Contributions, Gifts, Grants . . . . . . . . . . . . . . . . . . . . . . . . . . 2824 22 x 24, Entry for Other Expenses by Size of Total Expenditures . . . . . . . . . . . . . . . . . . . 28

Col . D

Part 111, lines

25 10, 11, 13, 17, Entries for Specified "Balance Sheet" Items (Part 111) . . . . . . . . . . . . . . . . . . . . 2918,2 1

Part V, lines

26 A, B, C, E, F, Entries for "Statements with Respect to Certain Activities" (Part V) . . . . . . . . . 30H (2), J (1) ,J (2), M (1 )

27 N (1) a- Entries for "Statements with Respect to Certain Activities" (Part V) . . . . . . . . . 31N(I) e

Part V11, line s

28 1-3 Entries for Specified Items for "Capital Gains and Losses for Tax o nInvestment Income" (Part VII) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1

Part V111, lin e

29 Ix Part 1, Entry for Dividends by Size of Adjusted Net Income . . . . . . . . . . . . . . . . . . . . . . 32line 5

Part IX, lines

30 ld, 4 Entries for Specified Items (Part IX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3231 6, 7 x Date of Organization (relative to May 26, 1969) by Size of Minimu m

Part VIII, Investment Return for 1973 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33line 2

2

Contents (Cont'd )

Table Reference

Form 99&-PF Tables

Part X, line

32 4 x Part VIII, Distribution by Size of Distributable Amount as Adjusted by Size of Total

Page

line 7 Qualifying Distributions in 1973 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Part X1, lin e

33 10 Distribution by Size of Undistributed Income for 1973 (Part XI) . . . . . . . . . . . . 35

Part X11, lines

34 2a, 2c Entries in "Private Operating Foundation" Section by Year of Activity(Part XII) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Appendix

Page

A Number of Forms 990 and 990-PF in the Population and Sample, an dWeighting Factors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

B Relative Sampling Variability of Estimated Number of Returns . . . . . . . . . . . 38Copy of the Form 990 and Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39-42Copy of the F orm 990 Checksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43-55Copy of the Form 990-PF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57-64Copy of the Form 990-PF Checksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65-80

3

Introduction

Generd

This report presents data from Forms 990 and 990-PF, filed in 1974 for 1973 . Form 990 is the "Return ofOrganization Exempt from Income Tax Under Section501 (c) of the Internal Revenue Code (except Private.Foundation)", and Form 990-PF is the "Return ofPrivate Foundation Exempt from Income Tax UnderSection 501 (c) (3) of the Internal Revenue Code" .This report was initiated to provide information toInternal Revenue Service officials about how exemptorganizations in general and private foundations inparticular report their business and other activities thatmay affect their exempt status .

This is the twenty-first report in a series of studies oftax and information returns initiated in 1954 . Thesestudies have assisted Treasury and IRS officials inplanning and redesigning tax forms by providing infor-mation on how taxpayers fill out -their returns. TheReporting Characteristics Studies are also useful sup-plements. to the Statistics of Income publications .These studies have beer. scheduled to cover, over aperiod of years, as many different kinds of returns aspossible. Usually, the Tax Forms Coordinntinor CoM_

mittee recommends the return in a particular yearwhose study is expected to be most helpful at thattime. Consequently, a newly revised form may beselected for restudy rather than a form not previ

.ously

studied orone not studied for some time .

The choice of the Forms 990 and 990-PF for thisstudy reflected interest in the area of exempt organiza-tions in connection with the establishment by Congressof the new Office of the Assistant Commissioner (Em-ployee Plans and Exempt Organizations) . The tableestimates in this report reflect taxpayer entries whethercorrectly or incorrectly reported . As shown below inthe list of studies that have been completed or arescheduled to date, Forms 990 and 990-PF are beingstudied for the first time . The list includes :

Income Year or Calendar Quarter Form

1954 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10401955 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040A1956 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11201957 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10651958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040A1958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1120S1959 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104OW

Income Year or Calendar Quarter--Continued Form

1960 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040with Schedule C or F

1961 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040with Schedules B and D

1962 (filed for 2nd Quarter) . . . . . . . . . . . . . . . . . . 9411962 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . W-21963 (filed for 2nd Quarter) . . . . . . . . . . . . . . . . . . 7201964 (filed for 4th Quarter) . . . . . . . . . . . . . . . . . . . 9421964 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9431965 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10411966 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040

and Schedules B, C, D and F1968 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11201969 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1040

and Schedules1971 (filed for 2nd Quarter) . . . . . . . . . . . . . . . . . . 9411972 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7061973 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 990/990--PF19741 . . . . . . . . . . . . . .. . . . . . . . . . . . . 1040 & Schedules

I Scheduled for release in 1976

Scope of the Study

The present study is limited to all returns filed in1974 on Forms 990 (1973 Revision), with gross re-ceipts (Part I, line 8) of $5,000 or more, and 990-PF(1973 Revision) . Form 990 type organizations with

gross receipts not more than $5,000 were excluded asthey are not required to file . The sample is composedof those returns filed from January 1, 1974, throughDecember 31, 1974 . Of the 361,000 Forms 990 filed,165,000 or 46 percent, were on the current year (1973)form with gross receipts of $5,000 or more, and wereincluded in the study . The remaining 54 percent or196,000 returns were on prior year forms or had grossreceipts below $5,000 . Similarly, the Forms 990-PFfiled consisted of 34,200 returns, of which 24,400 or 71percent were on current year forms and were includedin the study . The -other 29 percent were excluded be-cause they were prior year forms .

Prior year forms (which include some taxpayerserroneously filing for the current year on prior yearforms) are normally%excluded from tabulation in re-porting characteristics studies, since the purpose ofthe studies is to reveal how taxpayers used the partic-ular form involved . The -tabulation below shows thetotal number of Forms 990 and 990-PF filed and sub-jected to sampling as well as subsequent exclusionsfrom the study (based on sample determinations) .

5

Form 990 Form 090-PF

All returns filed I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361,063 34,192

Returns included in the study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165,026 24,4olReturns excluded -from tht study . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196,037 9,791

Prior year form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100,912

Gross receipts less than $5,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95,125

9,79 1

Total number is based on counts from service center "batch transmittals" and therefore exceeds the NationalComputer Center count of returns posted to the Exempt Organization Master Ale (EOMF) .

Filing Requirements

Form 990:

The 1973 return was required of -organizations (in-cluding foreign organizations), and cooperative ho,spi-tal service organizations described in section 501 (e)exempt from tax under 501 (a) of the Code except :

1 . A church, and interchurch organization of localunits of a church, a convention or associationof churches, or an integrated auxiliary of achurch ;

2 . A -subordinate organization (other than aprivate foundation) covered by a group exemp--tion letter issued -to a church central or parentorganization, Ifor years 1970 through 1973 only,-

9. A stock bonus, pension or profit~sharing trustwhich qualified undersection . 401 ; and

10. A religious or apostolic organization describedin section 501 (d) .

Section 501 (c) (3) organizations (,other than pr*ivate

foundations filing Form 990-PF) were also to com-plete separate Schedule A (Form 990)-"Organiza-tions Exempt Under 501 (c) (3), Supplementary Infor-mation ."

An organization claiming an exempt status undersection 501 (a) prior to the establishment of such ex-empt status was required to file Form 990, if its appli-cation for exemption was pending with the InternalRevenue Service .

3 . An exclusively religious activity of any religiousorder;

4. An organization whose gross receipts were nor-mally not more than $5,000 ;

5 . A mission society sponsored by or affiliated withone or -more churches or church denominations,more -than one-half of the activities of whichsociety were conducted in, or directed at per-sons in, foreign countries ;

6. A State institution, the income of which wasexcluded from gross income under section115(a) ;

7 . An organization described in section 501 (c) (1)as a corporation organized under an Act ofCongress if : a) such a corporation was an in-strumentality of the United States, and b) sucha corporabon was exempt from Federal incometaxes (under such Acts as amended and sup-plemented) ;

8. A private foundation exempt under section501 (c) (3) and described in section 509(a) (Re-quired to file Form 990-1317) ;

Form 990-PF:

T,he 1973 return was required of all organizations,including such foreign organizations as had obtainedrulings, that were exempt from income tax under sec-tion 501 (c) (3) of the Code and -had the status of"private foundation" within the racaning of section509(a) . An organization acknowledging itself to be aprivate foundation and claiming exempt status undersection 501 (c) (3) prior to -the establishment of suchexempt status was required to file this -return if itsapplication for exemption was pending with the In-ternal Revenue Service .

Description of the Sample and Processing the Dat a

All Forms 990 and 990-PF received between Jan-uary I and December 31, 1974, were subjected tosampling . The selection of tax returns for the samplewas made on the basis of a combination of randomlyselected digits in the 12th and 134h positions of theDocument Locator Num.-ber at an intended samplingrate of 2 percent for Forms 990 and 20 percent forForms 990-PF. This procedure resulted in a sampleof 7,072 Forms 990 from a population of 361,063, and6,348 Forms 990-PF from a population of 34,192 .

6

Prior year and Form 990 returns with gross receiptsless than $5,000 were subsequently excluded . As inprevious studies in this series, extensive consistencytesting identified errors in abstracting and keypunch-ing. These errors were corrected by reference to thechecksheets and/or to the original tax return if neces-sary. However, taxpayers and/or -tax return preparersoften omitted lines that -they considered unimportant .In addition, some taxpayers and/or preparers mis-understood the instructions and omitted required sec-tions, such as Part Il of the Form 990 which was re-quired for returns with gross receipts greater than$10,000 . These situations have been reported as found .These reporting characteristics are reflected in thetabulated data and should be considered in the analysisand use of the data.

Frequencies in the tables of this report are estimatesformed from weighted sample counts for the popula-tions as defined for the study (see "Scope of Study,"above) . Appendix Table A shows population counts,sample counts, and weighting factors used for thestudy .

Since the estimates in the study are based on sampledata, they can be expected to differ more or less fromcounts from the entire population due to samplingvariability. Measures of this difference for various esti-mate levels are shown in tippenudix TU-101lee B . Relative

sampling variabilities are shown at the I-sigma level,in the form of the coefficient of variation, as a per-centage, for estimates of the number of Forms 990and 990-PF returns respectively . The coefficient ofvariation provides the computed upper and lower per-centage limits within which approximately 2 out of 3estimates derived from similarly selected sampleswould be expected to fall . The-se limits may also beapplied to the corresponding percentage estimateswhen the percentages are based on the population .

Copies of the 1973 forms and checksheets used toabstract data are provided in the Appendix .

Notes to the table s

(1) Less than 0.05 percent

Estimates based on less than 20 sample returns andsubject to excessive sampling variability .

Details in each table may not add to totals due to round-ing .

Form 990 returns filed for 1973 with gross receipts lessthan $5,000 are not included in these tables as they arenot required to file .

7

Form 990 Tables

1973 Form 990 Returns Filed During 1974 '

Table 1 - tbcomption Code Paxagxaph of Internal Revenue Code Under Which ExemptionWas Claimed

TAll figures are estimates based on samples )

Item

All returns filed .. . . . . . . . . . . . . . . . . . . . . . . . . . . .

No entry for exemption Code paimgraph . . . . . . . . . . . . .

Entry for exemption Code paragraph . . . . . . . . . . . . . . . .

501(c)(01) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(02) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(03), Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Schedule A attached . . . . . . . . ! . . . . . . . . . . . . . . . . . .Schedule A not attached . . . . . . . . . . . . . . . . . . . . . . .

501 (c) (04) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(05) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(06) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 . . . . .

501(c)(07), Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Entry for initiation fee (line 22a) . . . . . . . . . . .No entry for initiation fee . . . . . . . . . . . . . . . . . . .

501(c)(08) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(09) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501 (c) 0 0) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501 (c) (11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(13) . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c')(14) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(15) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(17) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501(c)(18) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

501 (c) 0 0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Number

165,026

39,468

125,558

102

2,298

47,23 1

38,5508,68 1

16,441

15,931

13,276

10, 31L

4,2896,025

8,221

2,859

3,01 3

153 *

1,583

970 *

1,174

613 *

102

613 *

664 *

Percent

100 . 0

23 .9

76 . 1

0 . 1

.1 . 4

28 . 6

23 . 45-- 3

10 . 0

9 .7

8 .0

6 . 2

2 . 6. 6

5 . 0

1 .7

1 . 8

0 . 1

1 . 0

o . 6

0 . 7

0 . 4

0 . 1

0 .4

0 . 4

Estimates based on less than 20 sample returns and subject to excessivesampling variability .

10

1973 Form 990 Returns Filed During 1974-

Table 2 - Method Used to Record Address Information and Presenceor Absence of Employer Identification Numbe r

(All figures are estimates based on samples )

Item

All returns filed . . . . . . . . . . . . . . . . . . . . . . . . . .

IRS preprinted label used, Total . . . . . . . . . . . . . . . .

Label changed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Label unchanged . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

IRS preprinted label not used . . . . . . . . . . . . . . . . . . .

Method used to record address information :

IRS preprinted label . . . . . . . . . . . . . . . . . . . . . . . . . .Typed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Handwritten . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Stamped or other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employer Identification Number :

Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .No entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Number

165,02 6

71,382

8,42562,957

93,644

71,38254,17538,193-1-t-27 6

155,68 29,344

Table 3 - Entries in "Receipts- Section (Part I)


Item

All .returns filed . . . . . . . . . . . . . . . . . . . . . . . . . . . It

Gross sales and receipts (line 1) . . . . . . . . . . . . . . . . .

Cost of goods sold (line 2) . . . . . . . . . . . . . . . . . . . . . . .

Cost or other basis (line 3) . . . . . . . . . . . . . . . . . . . . . .

Gross income (line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gross dues and assessments (line 5) . . . . . . . . . . . . . . .

Gross contributions (line 6) . . . . . . . . . . . . . . . . . . . . . .

Total (line 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gross receipts for-filing reqi rements test s(line 8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Numberwith entry

165,026

129,897

34,210

17,514

lo6,358

108,707

77,662

151,646

107,788

Percent

100 . 0

43 . 3

5 .138 . 2

76 .

43 .332 .823 . 1

0 . 8

94.35 . 7

Percentwith en r7y

100 .0

78 .7

20 .7

10 .6

64 .4

65 . 9

47 . 1

91 . 9

65 .3

III

1973 Form 990 Returns Filed During 1974Table 4 - Distribution by Size of Total Receipts (Part I )


Total receipts (PA-rt I, line 7 )


Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . e . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . . . . . . . . . . . . . .

$100,000 under $500,000 . . . . . . . . . . . . . . . . . . . . . . . .

$500,000 under $1,000,000 . . . . . . . . . . . . . . . . . . . . . . .

$1,000,000 and over . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Number

165,026

13,380

21,088

29,2o6

34,465

36,763

20,832

4,391

4,901

Percent

100 . 0

8 . 1

12 . 8

17 .7

20 .9

22 .3

12 .6

2 .7

3 . 0

Table 5 - Distribution by Size of Gross Receipts for FilingRequirements (Part I)


Gross receipts (Part I, line 8 )

All returns filed . . . . . . . . . . . . . . . . . . . . . . . . . . .

Zero or no entry I/. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $10,000 1/ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 and over, Total . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . . . . . . . . . . . . .

$100,000 under $500,000 . . . . . . . . . . . . . . . . . . . . . . . .

$500,000 under $10,000,000 . . . . . . . . . . . . . . . . . . . . .

$10,000,000 and over . . . . . . . ... . . . . . . . . . . . . . . . . . .

Number

165,026

57,238

23,845

8,1,94 3

28,543

30,330

17,054

7,71 0

3o6

Percent

100 . 0

34.7

14 . 4

-50-- 9

17 .3

18 .4

10. 3

4. 7

0 . 2

1/ Not required to complete Part II or attach a contribution schedule .

Estimate based on less than 20 sample returns and subject to excessive

sampling variability .12

1973 Form 990 Returns Filed During 1974

Table 6 - Entries for Specified "Expenses and Disbursements" and "Assetsand Liabilities" (Part I )

(All figures are estimates b4sed on samples )

Item

All returns filed . . . . . . o . . . . . . . . . . . 0 . . . . . . .

Expenses .attributable to gross income (line 9) . .

Expenses attributable to gross contributions,gifts and grants (line 10) . . . . . . . . . . . . . . . . . . . .

Disbursements for purposes for which theorganization is exempt (line 11) . . . . . . . . . . . . . . . .

Total assets (line 13) . . . . . . . . . . . . . . . . . . . . . . . . . .

Total liabilities (line 14) . . . . . . . . . . . . . . . . . . . . .

Net worth (line 15) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Numberwith entry

165,026

79,960

19,148

112,587

153,486

75,109

144,959

Percentwith entry

100 . 0

48 . 5

11 .6

68. 2

93.0

45.5

87 . 8

Table 7 - Entry for Expenses Attributable to Gross Contributions (Part I,line 10) by Size of Receipts of Gross Contributions (Part I, line 6)


All returns filed . . . . . . . . .

~ero or no entry . . . . . . . . . . . . . . .

$1 under $5,000 . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . .

$100,000 and over . . . . . . . . . . . . . .

Returns with entry fo rExpenses attributable to

gross contributionsReceipts of gross contributions Number Percent (Part -line 10)

(Part I, line 6) As percentNumber of size

class (3-'l )(1) (2) (3) (4)

165,026 19,148 11 . 6

87,364 52 .9 3,013 3 .4

33,053 20.0 5,565 16 . 8

9,621 5 .8 2,145 22 . 3

11,179 6 .8 2,757 24. 7

12,254 7 .4 2,706 22 . 1

11,555 7 .0 2,962 25 . 6

13


Table 8 - Distribution by Size of Total Assets (Part I )


Total assets (Part I, line 13 )


Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . . . . . . . . . . . . . .

$100,000 under $500,000 . . . . . . . . . . . . . . . . . . . . . . . . .

$500,000 under $1,000,000 . . . . . . . . . . . . . . . . . . . . . . .

$1,000,000 under $10,000,000 . . . . . . . . . . . . . . . . . . . .

$10,000,000 and over . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Number

165 ;026

11,489

46,567

16,492

20,373

30,636

24,71 3

4,340

8,833

1,583

Table 9 - Entries for Miscellaneous Items from Page 1


ItemNumber

with entry

Percent

100 . 0

7 .0

28 .2

10 .0

12 .3

18 .6

15 .0

2 . 6

Percent

rny


Total gross receipts are normally less than

$5,000 (dheckbox, -upper right) . . . . . . . . . . . . . . . . . . .

Have any changes not previously reported to IRS

been made in your governing instrument? (line 17)

Is this a group return? (line 18) . . . . . . . . . . . . . . . .

Have you filed a Form 990-T? (line 19) . . . . . . . . . . .

Indication of who is in charge of the book s

(line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Location of books (line 25) . . . . . . . . . . . . . . . . . . . . . .

Name and telephone number of person to becontacted (line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Signature of preparer . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 Includes only returns with "Yes" box checked .

i r,5, n2r,

93J-~,593

4,391-1/

12,564/

6,842y,

155,478

155,427

137,045

32,627

with en

3C)Q Q

ffr, . 7.11 - I

5. 4

1 . 0

2 .7

7 .6

4 . 2

94 .2

94. 2

83 . 0

19 . 8

14


Table 10 Entries for Specified "Receipts from Other Sources" (Part Ij) :Returns with'Gross Receipts of $10,000 or More


Income itemNumber

with entryPercent

with entry

All returns filed with Gross receipts of$10,000 or more (Part I, line 8) . . . . .

.. .

. . . .

Gross sales or receipts from all businessactivities (line 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Interest (line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Dividends (line 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gross rents (line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gross amount received from sale of assets(line 6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other income (line 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Total gross sales and receipts -- sum of line s1 to 7 (line 8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

83,943

35,027

46,26o

10,365

13,327

:8,476

25,58 1

63,621

100 . 0

41 .7

55 .1

12 .3

15 . 9

101 1

30 . 5

75 . 8

15

1973 Form 990 Returns Filed During 1974Table 11 - Entries for Specified "Expenses and Disbursements" (Part II) :

Returns With Gross Receipts of $10,000 or More


Expense itemNumber

with entryPercent

All returns filed with Gross receipts of$10,000 or more (Part I, line 8) . . . . . . . . . . .

Contributions, gifts, and grants (line 9 ,column c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Disbursements to or for members (line 10 ,column c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Compensation of officers, directors, trustees(line 11, column c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other salaries and wages (line 12, column c) . . . . .

Interest (line 13, column c) . . . . . . . . . . . . . . . . . . . . .

Taxes (line 14, column c) . . . . . . . . . . . . . . . . . . . . . . . .

Rent (line 15, column c) . . . . . . . . . . . . . . . . . . . . . . . . .

Depreciation (and depletion) (line 16, column 0 .

Other expenses (line 18, column c) . . . . . . . . . . . . . . .

Total (line 19, column c) . . . . . . . . . . . . . . . . . . . . . . . .

83,943

19,913

11,131

16,288

30,891

11,131

27,113

19,096

14,603

48,354

60,966

with en ;VY

100 . 0

23 . 7

13 . 3

19 .4

36 .8

13 .3

32-3

22 .7

17 .4

57 .6

72 . 6

Table 12 - Entries for Specified "Balance Sheet" Items (Part II, column D) :Returns with Gross Receipts of $10,000 or More


ItemNumber

with entryPercent

All returns filed with Gross receipts of$10,000 or more (Part I, line 8) . . . . . . . . . . . .

Total assets (line 32) . . . . . . . . . . . . . . . . . . . . . . . . . .

Agrees with Total assets (Part I, line 13) . . . .Does not agree with Total assets (Part I) . . . . .

Total liabilities (line 37) . . . . . . . . . . . . . . . . . . . . .

Net worth (line 41) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

83,943

68,727

6.5,5613,166

41,767

60,353

with ent17

100 .0

81 .9

78 .13 . 8

49 .8

71 . 9

16

1973 Form 990 Returns Filed During 197 4

Table 13 - Ageeement Between Items in Parts I and II on Changes in Net Worthby Size of Total Net Worth, End of Yea r


Total net worth (end of year)(Part I, line 15)

(2) 1 (3) (4) 1 (5 )

Does Excess of receipts overexpenses and disbursement s(Part I, line .12) agree with

Total change in Net worth (end ofyear minus beginning )(Part II, lin 41 )

Does not No line 12Agrees a lor 41 entr

Number

All returns filed . . . . . . . . . . . . . 0 165,026

Zero or no entry . . . . . . . . . . . . . . . . . . . . 19,964

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . 47,639

$5,000 under $10,000 . . . . . . . . . . . . . . . 15,8294

$10,000 under 925,000 . . . . . . . . . . . . . . 20,424

$25,000 under $100,000 . . . . . . . . . . . . . . 29,462

$100,000 under $500,000 . . . . . . . . . . . . . 21,292

$500,000 and over . . . . . . . . . . . . . . . . . . . 1 10,416

87,210 46,107 31,7Q9

663* 7,863 11,438

25,224 1 11,897 10,51 8

9,701

12,714

18,382

13,990

6,536

3,881

5057

8,374

5,668

3,267

2,247

2,553

2,7o6

1,634

61 3

Percent

All returns filed . . . . . . . . . . . . . . 1 100- 0

Zero or no entry . . . . . . . . . . . . . . . . . . . . 12 .1

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . 28 .9

$5,000 under $10,000 . . . . . . . . . . . . . . . . 9 .6

$10,000 under $25,000 . . . . . . . . . . . . . . . 12-4

$25,000 under $100,000 . . . . . . . . . . . . . . 17 .8

$100,000 under $500,000 . . . . . . . . . . . . 1 12 .9

$500,000 and over . . . . . . . . . . . . . . . . . .

.

6 .3

100 . 0

100 .0

100 .0

100 .0

100 .0

100 .0

100 .0

100 .0

3 .3

52 .9

61 .3

62 .2

62 .4

65 .7

62 .7

39 .4

25 . 0

24 .5

25 .3

28 .4

26 . 6

31 .4

57 .3

22 .1

14 .2

12 .5

7 . 7

5 .9


17

1973 Form 990 Returns . Filed During 1974

Table 14 - Number of Officers, Directors, and Trustees ReceivingCompensation (Schedule A, Part I) Listed: Section

501(c)(j) Returns With Schedule A Attached

(All figures are estimates based on samples)

Number of persons listed (Part 1) Number Percent

Section 501(c)(3) returns filed withSchedule A attached . . . . . . . . . . . . . . . . . . . . . . . .

.. .

None . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

One . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Two or three . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Four or more . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Table 15 - Reason Checked for Non-private Foundation Status (Schedule A,Part V) : Section 501(c)(3) Returns With Schedule A Attached

_18,_55 0

24,816

7,097

3,880

2,757

100 . 0

64 .4

18 .4

10 . 1

7 . 2

(All figures are estimates based on samples)

Reason for status Number Percen t

Section 501(c)(3) returns filed withSchedule A Attached . . . . . . . . . . . . . . . . . . . . . . . . .

Entry for Reason for non-private foundationstatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

1 . Church, school or hospital ; section 1 .70(b)or (v) . . . . . . . . . . . . . . .

2 . Medical research organization in

conjunction with hospital ; section 170(b)(1)(A)(iii) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3- Organization for benefit of college oruniversity of gove rnmental unit ; section170(b)(1)(A)(iv) . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 . Normally receives substantial support fromgovernmental unit or general public ;section 170(b)(1)(A)(vi) . . . . . . . . . . . . . . . . . . .

5 . Normally receives no more than one-thirdof support from gross investment incomeand more than one-third from contributions,etc . ; section 509(a)(2) . . . . . . . . . . . . . . . . . . . .

6 . Organization for above purposes or for501(c)(4),(5), or (6) ; not controlled inspecific ways ; section 509(a)(3) . . . . . . . . . . .

38,550

37~1 72

6,383

306 -

715 *

14,19 5

11,13 1

4,442

100 . 0

96 . 4

16 . 6

0 . 8

1 . 9

36 . 8

28 . 9

11 . 5

7 . Makes tests for public safety ; section

509(a)(4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

No entry for Reason for non-private foundationstatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,378 3 . 6


18

Table 16 - Entries in "Support Schedule," (Schedule A, Part V) by Major Reasons for Non-Private Foundation status (Schedule A, Part V)


Item for support

Normally receives subsfrom gove=ent unit

Reason for status (Schedule A, Part V)

Number

Total returns filed with specificreason . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Gifts, rants, and contributions received(line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Membership fees received (line 9) . . . . . . . . . .

Gross receipts from admissions (line 10) . . .

Gross income from interest, dividends,

rents and royalties (line 11) . . . . . . . . . . . . . .

Net income from unrelated businessactivities (line 12) . . . . . . . . . . . . . . . . . . . . . . .

Tax revenue (line 13) . . . . . . . . . . . . . . . . . . . . . .

Value of services furnisDed by government

without charge (line 14) . . . . . . . . . . . . . . . . . . .

Other income (line 15) . . . . . . . . . . . . . . . . . . . . .

14,19 5

11,28 4

3,778

6,842

6,995

3o6 *

255 *

562

3,268 23 . 0

1/ See "Reasons number 4 and 5,11 Table 16 .

2/ Percent of appropriate total number

* Estimates based on less than 20 sample returns and subject to excessive sampling variability .

tantial. part of support Normally receives no more than 1/3 support

or general-public 1/ from gross investment and more than 1/3

Percent

100 . 0

79 .5

26 .6

48 . 2

49 . 3

2 . 2

1 . 8

4.0

from contributions,etc . I/ -NumberT37

Percent

T4_T_

11,13 1

7,097

5,412

6,58 7

6,893

562 *

51 *

153

2,298

100 .0 W

5. 0

19

1973 Form 990 Returns Filed During -1974

Table 17 - Attachments to Form 990


item

All returns filed . . . . . . . . . . . . . . . . . . . . . . . . . ,

Statement explaining how individuals receivingdisbursements from you, in furtherance of yourexempt programs, are qualifying recipients(Schedule A, Part IV, line .5) . . . . . . . . . . . . . . . . . .

Taxpayer's schedule attached as substitute forfinancial statement (Part II) . . . . . . . . . . . . . . . . . .

Statement explainimg how business activity notreported on Form 990-T contributed to exemptpurpose (Part II, line 1) . . . . . . . . . . . . . . . . . . . . . . .

List showing name of and amount contributed byeach person whose total gifts exceeded a certaamount (Schbdule,A, Part V, line 19b) . . . . . . . . . .

All Section 501(c)(3) returns filed . . . . . . . .

Schedule A attached . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

All returns filed with Gross receipts of$10,.000 or more (Part I, line 8),,. .. . . . . . . . . . .

Contribution schedule attached . . . . . . . . . . . . . . . . . 0

Number

165,026

5,872

19,045

2,247

3,72 7

41, 2 31

38,550

83,943

10,416

Percent

100 . 0

3 . 6

11 . 5

1 .4

2 . 3

100 . 0

81-0- 6

100 . 0

12 . 4

20

Form 990-PF Tables

21

Table 18 - Year in Which Ebcemption Letter Issued by Fair Market Value of Assets


Fair market value of assets Total

(1)

No entryfor year o fexemption

letter

M

Total withentry for

year issuedLU to - (81

DO

1970or

laterJW

1965 1969

Number

All returns filed . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$100,000 under $500,000 . . . . . . . . . . . . . . . . . . . . . . . . . . .

$500,000 and over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

24 .40 1

5,530

3,o62

1,191

2,312

4,183

4,587

3,536

1,153

555

92 *

54 *

65

162

151

74

z3,248

4,975

2,970

1,137

2,247

4,021

4,436

3,46 2

(more)

22

-~L,~O 8

1,o96

792

220

419

593

608

380

6 ~86 7

1,562

1,12 7

464

879

1,342

1,00 3

490

Year issue d

-196o - 1964

M

4,474

996

501

205

52 3

895

841

513

1950 - 1959

(7 )

5,36 8

91 1

415

156

340

922

1,461

1,163

Priorto

1950

2 .43 1

41 0

135

'-4W

86 *

52 3

916

Table 18 - Year in Which Exemption Letter Issued by Fair Market Value of Assets (Cont'd)


Fair market value of assets

Percent ofasset clas swith entryfor, year

(1)

Total withentry for

year issued

(3) to (7 )(2)

1970 or later 1965 - 1969

ToPercent

All ret=s filed . . . . . . . . . . . . . . . . .

Zero or no entry . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000 . . . .. . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . : . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . . . . . . . . . .

$25,000 under $100,600 . . . . . . . . . . . . . . . . .

$100,000 under $500,000 . . . . . . . . . . . . . . . .

$500,000 and over . . . . . . . . . . . . . . . . . . . . . .

* Estimates based on less than 20 sample returns and subject to excessive sampling variability .

23

95 . 3

90 .0

97 .0

95.5

97 .2

96 .1

96 .7

97 .9

100 . 0

100 .0

100 .0

100 .0

100 .0

100 .0

100 .0

100 .0

1',7

D

7

22 .0

26 .7

19-3

18 .7

14.8

1 13 .7

11 .0

99---5-

31 .4

37 .9

40 .8

39 .1

33 .4

22 .6

14.2

Year issued

196o - 196 4

F5)

12_! 2

20 .0

16 .9

18 .0

23 .3

22 .3

19 .0

14 .8

1950 - 1959

a)

23 . 1

18 .3

14 .0

13 .7

15 .1

22 .9

32 .9

33 .6

Prior to 1950

M

58 . 2

4.5

8 . 1

3 .8

6 . 7

11 . 8

26 .5

1973 Form 990-PF Returns Filed During 1974

Table 19 - Entries for Specified "Receipts" (Part I) by Column in Which Entered


Receipts and Computation of Computation ofexpenditures net investment adjusted net

per books income income

Item (co A) (column B) (column C )Number Percent Number Percent Number Percentwith with with with with withentry entry entry entry entry entry

(3) (4) (5) (6 )

All returns filed . . . . . . . . . 24,401 100 .0 24,401 100 .0 24,401 100 . 0

Entry in column for at leas tone of lines 1 - 12 . . . . . . . . . . . . 22,4o6 91 .8 19,678 8o .6 19,268 79 .0

Gross contributions, gifts ,grants, etc . (line 1) . . . . . . . . . . 10,624 43-5 XX XX XX XX

Gross dues and assessment s(line 3) . . . . . . . . . . . . . . . . . . . . . . . 485 2 .0 XX XX XX XX

interest (1-ine- 177Pc~~ 70 .7 16 .035 69 .4 16,585 68 . o

Dividends (line 5) . . . . . . . . . . . . . 13,524 55-4 13,524 55-4 13,206 54-1 .

Gross rents androyaltie s(line 6) . . . . . . . . . . . . . . . . . . . . . . . 2,107 8 .6 1,984 8 .1 2,032 8 . 3

Net gain (loss) from sale ofassets (line 7) . . . . . . . . . . . . . . . . 7,643 31 .3 XX XX XX XX

Net capital gain (line 8) . . . . . . XX XX 4,970 20-4 XX XX

Net short term capital gain(line 9) . . . . . . . . . . . . . . . . . . . . . . . XX XX XX XX 879 3 . 6

Income modifications (line 10) . XX XX XX XX 437 1 . 8

Gross profit from any businessactivities (line 11) . . . . . . . . . . . 426 1 .7 XX XX 345 1- 4

Other income (line 12) . . . . . . . . . 2,054 8-4 XX XX 1,391 5 . 7

XX : Entry not required on'return 24

1973 Form 990--PF Returns Filed During 1974

Table 20 - Line Showing Highest Dollar Amount in Each Column in "Receipts" (Part I)


Line number

Line showing hi est dollarReceipts andexpenditure s

per books(column A)_

Ul )

24,401

Number

All returns filed . . . . . . . .

1 Gross contributions, gifts,grants, etc . . . . . . . . . .

.. . . . . .

4 Interest . . . . . . . . . . . . . . . . . . . .

5 Dividends . . . . . . . . . . . . . . . . . . .

6 Gross rents and royalties . . .

7 Net gain (loss) from saleof assets . . . . . . . . . . . . . . . . . . .

8 Net capital gain . . . . . . . . . . . .

11 or 12 Gross profit fromany business activities orother income . . . . . . . . . . . . . . . .

Other lines . . . . . . . . . . . . . . . . . . . .

No entries on lines 1 - 1 2in column . . . . . . . . . . . . . . . . . . . . . .

XX : Entry not required on return

7,966

6,419

5,250

593

Computation ofnet investment

income(column B )

ffl

24,40 1

XX

10,058

6,985

733

1 .6c)8

XX

383

97 *

1,995

XX

1,870

XX

32 *

4,723


amount for :Computation ofadjusted net

income(column C)

M

24,40 1

XX

lo,16o

7,745

792

YY

XX

334

237

5,133

25

Table 21 , Distribution by Size of Total Receipts (Part I) by Size of Fair Market Value of Asset s


Total receipts (Part I . line 13, column A )Zero or 1 $1 1 $5,000 1 $25,000

Fair market value of assets ITotal I- no entry I under I under I and

Di U2 30Number

All returns filed . . . . . . . . . . . . . . . . . . . .

Zero or no entry . . . . . . 0 . . . . . . . . . . . . . . . . . . .

$1 under $10,000 . . . . . . . . . . . . . . . . . . . . . . . . .. .

$10,000 under $100,000 . . . . . . . . . . . . . . . . . . . .

$100,000 and over .*. . . . . . . . . . . . . . . . . . . . . . . .

Z4,401

5,530

4t253,

6,495

8,123

-?-~8

1 .1086,

805

11 8

29 1~

$5 .000 825.oob over

-9-L54

2,409

2,593

3,930

624

Percent

All returns filed . . . . . . . . . . . . . . . . . .

Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 under $100,000 . . . . . . . . . . . . . . . . . . . .

9100,000 and over . . . . . . . . . . . . . . . . . . . . . . . . .

100 . 0

100 .0

100 .0

100 .0

100 .0

8 . 4

19 .6

18. ~""q -

1 . 8

0 .4

39 . 2

43 .6

61 .0

6o . 5

7 .7

(4) 1

6,036

1,223

630

1,682

2,501

24. 7

22 .1

14.8

25.9

30 .8

M

6,77 1

81 2

2~5

4,969

14-7

5 .3

11 .8

61 . 2

Estimate based on less than 20 sample returns and subject to excessive sampling variability .

26

Table 22 - Entries for Specified "Expenditures" (Part I) by Column in Which Entered


Receipts and expenditures Comp.utatiQx_k Q.f not in-. Computation of adjusted Disbursements for exempt-per books 'Column A) vestment

.income (colum B) net income (colum C) -purpose (Column M

Item Number 'Percent Number Percent Number Percent Number Percentwithn entry with* . entry with entry wi,th entry with entrv with - 'entry with entry with em-1;rv

(1) (3) (4).(5) '(6 ~ (7) (8 )

All returns filed . . . . . . . . . . . . . . . . . . . 24,401 100 .0 24 .01 .100 .0 24.401 100 .0 2h .401 100 . 0

Entry in column for at least one oflines 14 - 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21,458 87-9 16,057 65-8 16,030 65 .7 12,214 50- 1

Compensation of officers (line 14) . . . . . . . 4,829 19 .8 4,241' 17 .4 4,215 17-3 2,571 10- 5

Other salaries and wages (line 15) . . . . . . . 2,081 8-5 986, 4.0 1,o94 4-5 1,633 6 . 7

Other employee benefits (line 16) . . . . . . . . 76o 3 .1 302- 1 .2 318 1 .3 625 2 . 6

Investment, legal and other professiona lservices (line 17) . . . . . . . . . . . . . . . . . . . . . . . 10,079 41 .3 7,72c., 31 .7 7,654 31-4 5,,255- 21- 5

Interest (line 18) . . . . . . . . . . . . . . . . . . . . . . . 2,312 9 .5 1,628 6 .7 1,719 7-0 803 3- 3

Taxes (line 19) . . . . . . . . . . . ... . . . . . . . . . . . . . 16,154 66 .2 5,309 21 .8 5,406 22 .2 4,156 17 . 0

Depreciation, amortization anddepletion (line 20) . . . . . . . . . . . . . . . . . . . . . . 1,628 6 .7 1,132 4.6 1,267 5.2 XX XX

Rent (line 21) . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,692 6 .9 1,035 4.2 1,040 4.3 1,083 4- 4

Other expenses (line 22) . . . . . . . . . . . . . . . . . 17,323 71 .0 10,866 44-5 11,184 45 .8 9,691 39 .7

I-A

W

tD

"Un

;0M

MMCL

XX : Entry not required on return 27

1973 Form 990-PF Returns Filed During 197 4

Table 23 - Entry for Receipts from Gross Contributions, Gifts, Grants, etc.(Part I, line 1) by Size of Expenditures for Contributions, Gifts,

Grants (Part I, line 23, column D)


Returns with entry forReceipts from gross

contributions, gifts ,

Expenditures for contributions, Number Percent grants (Pa I, line 1 )

gifts, grants As percent

(Part I, line 23, Golumn D) Number of siz e

-clas s

(1) (2) T3 )

All returns filed . . . . . . . . . 24,401 100 .0 lo,624

Zero or no entry . . . . . . . . . . . . . . . 5,170 21 .2 2,199 42 . 5

$1 under $5,000 . . . . . . . . . . . . . . . . 7,438 30 .5 2,814 37 . 8

$5,000 under $10,000 . . . . . . . . . . . 2,889 11 .8 1,315 45 . 5

$10,000 under $25,000 . . . . . . . . . . 3,266 13 .4 1,525 46 . 7

$25,000 under $100,000 . . . . . . . . . 39563 14.6 1,763 49 . 5

$100,000 under $500,000 . . . . . . . . 1,552 6.4 749 48- 3

$500,000 and over, .% . . . . . . . . . . . . 523 2 .1 259 49- 5

Table 24 - Entry for Other Expenses (Part I, line 22') by Size ofTotal Expenditures (Part I, line 24, tolumn D )


Returns with entry forOther expenses

(Part I, line 22 )

Total expenditures Number Percent As percent

(Part I, line 24, column D) Number of sizeclass 011 )

(1) (2) (3) (4 )

All returns filed . . . . . . . . . . 24.4ol 100 .0 17AL59 71 . 6

Zero or no entry . . . . . . . . . . . . . . . . 3,374 13 .8 1,310 38 . 8

$1 under $5,000 . . . . . . . . . . . . . . . . . 8,220 33 .7 5,676 69 . 1

$5,000 under $10,000 . . . . . . . . . . . . 3,o62 12 .5 2,399 78- 3

$10,000 under $25,000 . . . . . . . . . . . 3,433 14.0 2,716 79 . 1

$25,000 under $100,000 . . . . . . . . . . 3,887 16 .o 3,213 82 . 7

$100,000 under $500,000 . . . . . . . . . 1,827 7 .5 1,590 87 . 0

$500,000 and over . . . . . . . . . . . . . . . 598 2-5 555 92 . 8

28


Table 25 - Entries for specified "Balance sheet" Items (Part III )

. (All figures are estimates based on samples )

Balance sheet itemNumber

with entryPercent

ry


Depreciable assets :

Held for investment purposes less accumulateddepreciation (line 10b, column B) . . . . . . . . . . . . . .

Held for charitable purposes less accumulateddepreciation (line 10d, column B) . . . . . . . . . . . . . .

Land :

Held for investment purposes (line 11a ,column D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . oo

Held for charitable purposes (line 11b ,column D) . . . o . . . . . . . . . . . . . . . . . o . . . . . o . . . . . . . . . . .

Total assets (line 13, column D) . . . . . . . . . . . . . . .. . . .

Other liabilities (line 17, column D) . . . . . . . . . . . . .

Total liabilities (line 18, column D) . . . . . . . . . . . . .

Total net worth (fund balances)(line ..21, column D)

24,40 1

878

1,267

1,245

qo6

22,13 1

2,447

4,484

20,908

with en

100 . 0

5 . 1

3 . 6

5 . 2

3 .7

90 .7

10 .0

18 .4

85 . 7

29


Table 26 - Entries for "Statements with Respect to Certain Activities" (Part v)


How did the taxpayer answerthe following questions? Yes

TNo I No entry

"i U2 ~ --TNumber

Have you :

Attempted to influence National, State, oror local legislation? (line A) . . . . . . . . .

.. . I

Engaged in activities not reported to theIRS? (line B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 *

Made changes in governing instrument thatwere not reported? (line C) . . . . . . . . . . . . . . . 377

Had substantial contraction (in assets) ?(line E) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1,116

Filed Form 990-AR? (line F) . . . . . . . . . . . . . . . 20,455

Furnished a copy of the Form 990-AR tothe Attorney General of state(s) ?(line H(2)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Engaged in specified acts (of self-dealing) with disqualified persons ?(line J(1)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If engaged, were all such actsexcepted acts? (line J(2)) . . . . . . . . . . . . . .

-rI Lvested to Jeopardize exempt purpose?r(line M(1)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

22 *

20,61 1

3,024

2,598

27 *

23,888

23,824

23,452

22,374

2,841

1,849

49 1

572

572

91 1

1,105

1,94 1

21',377 Z/

113 31 3

23,128 1,246

1/ Based on 24,4Q1 returns filed .

2/ 21,377 returns had either "no" checked or no entry .


30 .

1973 Form 990-PF Returns Filed During 197 4

Table 27 - Entries for "Statements, with Respect to CertainActivities" (Part V )


How did the taxpayer answerthe followin~t~ions?.

(1)Yes

nse

Number,L/

During the year did you pay or incur aliability to pay for any of the following(line N(1)) :

Total number of "yes" entries forlines (a) to .(e) . . . . . . . . . . . . . . . . . . . . . .

Carry on propaganda? (line a) . . . . . . . . . . . . .

Influence outcome of election? (line b) . . .

Grant to individual for travel or study?(line c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Grant to organization other than acharitable one? (line d) . . . . . . . . . . . . . . . . . .

For any purpose other than religious,charitable, etc .? (line e) . . . . . . . . . . . . . . . .

1/ 3ased on 24,401 returns filed .

1,579

?7 *

11 *

1,277

237

27 *

23,511

23,56o

22 ,

22,250

23,236

23,204

Ty

863

830

874

928

1,17 0

Estimates based on less than 20 sample returns and uubject to excessivesampling variability .

Table 28 - Entries for Specified Items for "Capital Gains and Lossesfor Tax on Investment Income" (Part VII )


Item


Gain or loss (line 1, column i) . . . . . . . . . . . . . . . . .

Fair market value as of 12/31/69(line 1,column-j

Adjusted basis as of 12/31/69 (line 1, column k)

Excess of fair market value over adjusted basis(line 1, column 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Losses and gains (line 1, column m) . . . . . . . . . . . . .

Net capital gain (line 2) . . . . . . . . . . . . . . . . . . . . . . .

Net short term capital gain (line 3) . . . . . . . . . . . .

Taxpayer's respo

Number

with entry

24,40 1

5,945

2,549

2,409

1,924

3,789

8,080

1,752

No en

M

806

Percentwith ent

100 . 0

24.4

10 . 4

9 . 9

7 . 9

15 . 5

33- 1

7 .2

rY

31


Table 29 - Entry for Dividends (Part I, line 5) by SizeAdjusted Net Income (Part VIII, ~ine 1 )

(All fieures are estimates based on samples)

of

Returns with entryfox'Dividends

Adjusted net income (Part I, line 5)(Part VIII, line-1) Number Percent As percent

Numbar of siz eclass (341 )

(1) (2) (3) (4 )

All returns filed . . . . . . . . . 24,401- 100 .0 13,701 56 . 1

Zero or no entry . . . . . . . . . . . . . . . 6,7.oo 27-5 1,493 22 . 3

$1 under $5,000 . . . . . . . . . . . . . . . . 10,085 41 .3 5,746 57 . 0

$5,000 under $10,000 . . . . . . . . . . . 2,124 8 .7 1,639 77 . 2

$10,000 under $25,000 . . . . . . . . . . . 2,194 9 .0 1,81o 82 . 5

$25,000 under $100,000 . . . . . . . . . 2,o8o 8 .5 1;,875 90 . 1

$100,000 under $500,000 . . . . . . . . 916 3 .8 846 92,4

$500,000 and.over . . . . . . . . . . . . . . 302 . 1 .2 292 96 . 7

Table 30 - Entries for Specified Items (Part IX)


Item


Total fair market value of assets not useddirectly in carrying out exempt purpose (line 1d )

Cash deemed held for charitable activitie s(line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Numberwith entry

24,40 1

18,030

16,919

Percentwith ent17

100 . 0

73 . 9

69 . 3

32

Table 31 - Date of Organization (relative to May 26, 1969) by Size of Minimum Investment Return for 1973


Minimum investment income .

(Part VIII, line 2 )

All returns filed . . . . . .

Zero or no entry . . . . . . . . . . . .

.$I under $5,000 . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . .

$10,000 under $25,000 . . . . . . .

$25,000 under $100,000 . . . . . .

$100,000 and over . . . . . . . . . . .

I

Totalor-ganizea after May 26, 1969

or operating foundation(Part IX,

(2 )

24,40 1

7,422

9,600

2,119

2,o86

1,957

1,217

2,33 L

700

1,143

146

15 6

12 4

65 *

Non-operating foundationorganized May 26, 1969 orearlier (Part IX, line 11

Number

Estimates based on less than 20 sample returns and subject to excessive sampling variability .

33

D~

340

8,408

1,962

1,930

1,833

1,147

7!MCL

GrQ

line 6No entry on lines 6 or 7

6,382

49

w

5 ;aM.-I-C

Table 32 - Distribution by Size of Distributable Amount as Adjusted (Part VIII, line 7)by Size of Total Qualifying

D '

istributions in 1973 (Part X, line 4 .) .1/


Total qualifying distributions in 1973( Paxt X . line

Total Zero orno entry

2~

Distributable rt VIII,_li ne 71$ 1

under $5,000(3)

$5,000under 910.000

(4 )Number

All returns filed . . . .. . . . . . . . . . . . . . .

Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . . . . . . .

$100,000 and over . . . . . . . . . . . . . . . . . . . . . . . . .

24,40 1

3,676

7,735

3,105

3,444

3,886

2,555

6,01 5

2,85 2

1,277

485

485

517

399

10t24 1

695

6,075

1,531

1 , 1'2 1

695

124

Percen t

All returns filed . . . . . . . . . . . . . . . . . . .

Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000 . . . . . . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . . . . . . . . . . . .

i

$10,000 under $25,000 . . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . .

$100,000 and over . . . . . . . . . . . . . . . . . . . . . . . . 1

100 . 0

15-1

31e7

12-7

14-1

15-9

10-5

24 . 7

11-- 7

5 . 2

2 . 0

2 . 0

2 . 1

1-7

. 0

2 .9

24 . 9

6-3

4. 6

2,9

0-5

4 3

302

873

545

36 1

8 7

0 .2

1 . 2

3.6

2.2

1-5

0-4

$10,000under $25,000

(5 )

2,355

49 *

76 *

194

1,110

722

204

9 .7

0 .2

0-3

0 .8

4-5

3-0

o .8

$25,000and over

M

3 679

I-&W1~4w

-M2,3

3 7

22

183

1,591

1,741 '

14 . 7

0 . 2

M

0 . 1

0 .8

6-5

7- 1

1/ 11,572 returns had an entry for "Total qualifying distributions applied to 1970, 1971, 1972 and .1973 in line 9, Part XI (Corpus oolumn)-.

Estimates based on less than 20 sample returns and subject to excessive sampling variabili .ty .

42

2,211

OrQ

14Pb

.34


Table 33 - Distribution by'Size of Undistributed Income for 1973 (Part XI)


Undistributed income for 1973(Part XI, line 10)


Zero or no entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$1 under $5,000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$5,000 under $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$10,000 under $25,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . .

$25,000 under $100,000 . . . . . . . . . . . . . . . . . . . . . . . . . . .

$100,000 and over . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Number

24,40 1

20,11 5

2,566

469

507

437

307

Table 34 - Entries in "Private Operating Foundation" Sectionby Year of Activity (Part XII )


Item

Adjusted net income (line 2a) . . . . . . .

Qualifying distributions (line 2c) . .

Percent

100 . 0

82 . 4

10 . 5

1 . 9

2 . 1

1 . 8

1 . 3

ear1970

(1) 1 (2) 1 (3) 1 (4) 1 (5 ~

.24,401

24,401

Percent

Adjusted net income (line 2a) . .. . . . . .

Qualifying distributions (line 2c) .,

100 . 0

100 .0

I1,687

1,8oo

6 .9

7 .4

Number

1,622

1,639

6 . 6

6 .7

V-1,542

1,558

6 .3

6 . 4

4

1,401

1,41 2

5 .7

5 . 8

1/ 2,549 returns had an entry for "Date of ruling or determination letter that itis an 'operating' foundation," effective for 1973 (Part XII, line 1 )

35

Appendix

37

Table A - Number of Forms 990 and 990-PF in the Population and Sample, andWeighting Factors

Form PopulationSampleCount

WeightingFactor

All retu-vms . . . . . . . . 395,255 13,420

Form 990 . . . . . . . . . . . . . 361,o63 7,072 51 .o6

Form 990-PF . . . . . . . . . . 34,192 6,348 5 .38

Table B - Relative Sampling Variability of Estimated Number of Return s

Fo

Estimated Numberof Returns

Under 100100

250500

1,0001,5002,0002,5003,0004,000

10,00020,00030,00035,00040,000

100,000200,000250,000300,000350,000

rM 990

Relative SamplingVariability M L

70 .744 .731 .622 .418 .315 .814 .112 .911 . 2

7 .15 .04.13 .83 .52 .21 .61 .41 .31 .2

Form 990

Estimated Numberof Returns

Under 10102550

100150200250300500

1,0002,0003,0005,0007,500

10,00015,00020,00025,00030,000

-PF

Relative SamplingVariability. (-%)- _2/

63 .240 .028 .320 .016 .314.112 . 7

8 .96 .34.53 .72 .82 .32 .01 .61 .41 .31 . 2

Any cell total less than 100 should be used with extreme caution .

2/ Any cell total less than 1,000 should be used with extreme caution .

(Relative sampling variability is presented on a one-standard deviation basis )

38

9For- anization Exempt From Income Tax 1@73lReturn of O rTR

gDepartment suryInternal Revenue Service under section 501(c) of the Internal Revenue Code (Except Private Foundation )

For the calendar year 1973, or fiscal year beginning 1973, and ending 19Name of organization If gross receipts are normally no t

Mease type,more than $5,000 . (See gener I ihstruction Milli check here . . 8

print or Address (number and street) -Em-ployer identification numbe r

attach label. (See instruction P )See instruction

P.City or town, State, and ZIP code Date of exemption lette r

Enter the name and address used on your return for 1972 (if the same as above, write "Same") . If none filed, give reason . If exemption application i spending, check this bloc k

Enter exemption Code paragrap h

501 (c) (SUM= All Organizations Complete Part I it line 8 is $10,000 or less, complete only Part 1 . Do not complete Part II .

Receipts (Revenues )I Gross sales and receipts from all sources, other than shown on lines 5 and 6 . . . . . . . .2 Cost of goods sold . . . . . . . . . . . . . . . . . . . . VNE/00000/0 V////,3 Cost or other basis and sales expenses of assets sold . . . . . . . . . .4 Gross Income-line I less sum of lines 2 and 3 . . . . . . . . . . . . . . . . .

.5 Gross dues and assessments from members and affiliates . . . . . . . . . . . . .6 Gross contributions, gifts . grants and similar amounts received (see instructions) . . . . . . .7 Total-add lines 4, 5 and 6 . . . . . . . . . . . . . . . . . . . . . .

8 Gross receipts for filing requirements tests-add lines 1, 5 and 6 . . . . .Expenses and Disbursement s

9 Expenses attributable to gross income . . . . . . . . . . . . . . 00110 Expenses attributable to amount on line 6 . . . . . . . . . . . .11 Disbursements for purposes for which exempt . . . . . . . . . . .12 Excess of receipts over expenses and disbursements-line 7 less sum of lines 9, 10 and 11-Increas e

or (Decrease) in net wortn (see instructions) . . . . . . . . . . . . . . . . . .Assets and Liabilities Beginning of year End of yea r

13 Total assets . . . . . . . . . . . . . . . . . . . . . .

14 Total liabilities . . . . . . . . . . . . . . . . . . . .15 Net worth . . . . . . . . . . . . . . . . . . . . . . .

16 Have you engaged in any activities- which have not previously been reported to the Internal Revenue Service? Yes N o. . . . . . . . . . .It "Yes," attach a detailed description of such activities . . . . . . . ..

17 Have any changes not previously reported to the Internal Revenue Service been made in your governing instrument ,articles of incorporation, or bylaws, or other instruments of similar import? If "Yes," attach a copy of the changes .

18 Is this a group return filed on behalf of affiliated organizations covered by a group exemption letter? (See instruction G . )19 Have you filed a tax return on Form 990-T, "Exempt Organization Business Income Tax Return," for this year ?20 Was there a substantial contraction during the year? (See instruction 0.) It "Yes," attach a schedule for the dispo -

sition(s) for the year(s) showing type of asset disposed of, the date(s) disposed, the cost or other basis, the fai rmarket value on date of disposition and the names and addresses of the recipients of the assets distributed .

21 Membership organizations enter amount allocated for political purposes . . . . . . . . . .

22 Clubs exempt under section 501(c)(7) enter amount of :Part I . . . . . . . . . . .(a) Initiation fees and capital contributions included in line 5 ,

(b) Gross receipts from general public from use of club facilities included in line 1, Part 11 (or line 1 ,. . . . . . . . . .. .Part 1, if only Part I is completed) (See instructions) . . . - . .

23 Organizations exempt under section 501(c)(12) enter amount of:(a) The total amount of gross income received from members or shareholders . . . . . . .(b) The total amount of gross income received from other sources . (Do not net amounts due or pai d

to other sources against amounts due or received from them .) . . . . . . . . . . . .

24 Enter your principal activity codes from last page of instructions . . . . . . . . . I

25 The books are in care of 10, ----------------------------------------------------------------- Located at Do ----------- .. . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ------- -

Name and telephone number of person to be contacted during business hours 0, ~ ------------------------------------------------------------ -

Under penalties of periury . I deelare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it i strue. correct, and complete . Declaration of preparer (other than taxpayer) is based on all information of which he has any knowledge.

t .liraiureof officeg o i trust c a Tore

------ S -------------------------------- - -------------------or _r No--------- 62 te---------- ignature of individual or firm preparing return iirejar _ ;s_aiddrm- ----------------- ---- So l

39

Form 990 (1973) Page 2

UIEM Organizations with Gross Receipts of More Than $10,000-Complek Part 1 1Receipts from Other Sources (fine 1, Part 1)

1 Gross sales or receipts from all business activities (state nature) . (Attach a statement explaining how each

business activity qot reported on Form 990-T contributed importantly to your exempt purpose. See

instruction J . )

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

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

2 Interest

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

3 Dividends

4 Gross rent s

5 Gross royalties

6 Gross amount received from sale of assets, excluding inventory items (attach schedule) - - - - - - - --------------------- -

7 Other income (attach schedule-Do not include contributions, gifts, grants, etc.) . . . . . . . . .

8 Total gross sales and receipts from other sources. Enter here and on line 1, page I . . . . . .

Expenses and Disbursements (lines 9, 10, and 11, Part 1)tA) Attributabl eto gross income

(b) AttFibulable tocont's, gifts, etc ., rec'd .

(c) For exen,ptpurposes

9 Contributions, gifts, grants, and similar amounts paid (attach schedule-see instructions)

i~ -- ---- - - - - -10 Disbursements to or for members (attach schedule-see instructions) .

.

. . -------------- ---- ---------------- -

11 Compensation of officers, directors, and trustees (attach schedule-see instructions) - ------------------ --- ---------------------- --------------- ------ -

12 Other salaries and wages ----------- --- ------------------- - ------- - --- ----- -

13 Interest - - - - - - - - - - - - - - - - - - - - ---------------------- -------- -

14 Taxe s

15 Rent - - - - - - - - - - - - - - - - - - - - - ---------------------- ------- -

16 Depreciation (and depletion) (attach schedule-see instructions) . .

17 Direct fees paid for raising contributions, gifts, grants, etc . . . . .

.__ ____ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

18 Other (attach schedule) . . . . . . . . . . . . . . .

19 Totals . Enter here and on lines 9, 10 and 11, page I

Balance Sheets Beginning of Taxable Year End of Ta xable Yea r

Assets (A) Amount (B) Total (C) Amount (D) Tota l

20 Cash : (a) Savings and interest-bearing accounts - - - -

.

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

. . . . . . . . . . .(b) Other . .. . . . . . . . . . . . . . . .. . . . .. . . .

21 Accounts receivable net . . . . . . . . . . --- -------------------- ------------ --------- -

22 Notes receivable net (attach schedule) . . . . . . . - ----------------------- ------- ---------- -

23 Inventories . . . . . . . . . . . . . . - -------------------------

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

24 Gov't obligations : (a) U .S . and instrumentalities . . . . . . . . . . . . . --- -------- -------------------- -

etc. . . . . . . .subdivisions thereo f(b) State ------- ------------ -,, ---------------- -

25 Investments in nongovernmental . bonds, etc . (attach schedule) . --------- -------------- ----------- -

26 Investments in corporate stocks (attach schedule) . . . . -------- ---------------- --------------- -

27 Mortgage loans (number of loans-) . . . . . -------- ----------- - --------------------- -

28 Other investments (attach schedule) . . . . . . . ------------------------ . . . . . ---------------- -

29 Depreciable (depletable) assets (attach schedule) . . . . ------------- --- ------ -------------- -

(a) Less accumulated depreciation (depletion) -------- ------------- ------------- --- -

30 Land . . . . . . . . . . . . . . . ------------------------ ---------------------- -

31 Other assets (attach schedule)

Part 1) . . . . . . . .32 Total assets (line 13 ,

Liabilitie s

33 Accounts payable . . . . . . . . . . . . ------------------------ --------------------- -

34 Contributions, gifts, grants, etc., payable . . . . . . I ----------------------- --------------------- -

35 (a) Bonds and notes payable (attach schedule) . . . . ---- I --- --------------- ---------------------- -

(b) Mortgages payable . . . . . . . . . . ------------------------ --------------------- -

36 Other liabilities (attach schedule)

Part 1) . . . . . . . .37 Total liabilities (line 14,

Net Wort h

38 Capital stock or principal fund balance . . . . . . -------- --------------- ---------------------- -

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

.39 Paid-in or capital surplus . . . . . . . . . .

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

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

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

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

40 Retained earnings or income fund balance . . . . .

41 Total net worth . . . . . . . . . . .

42 Total Liabilities and Net Worth . . . . . . . . . I

Foreign organizations-Enter book value $ - ------------------- ------------------------_ and fair market value $ -------- -------------------------_ o f

assets held within the United States for investment.

IT U.S. GOVERNMENT PRINTING OFFICE : IV3-0~500-03 4

40

SCHEDULE A Organizations Exempt Under 501(c)(3)(Form 990) (Except Private Foundations Filing Form 990-PF)Department of the Treasury itn073Internal Raven . . Service

Supplementary Informatio nIlis- Attach to Forin 990.

For the calendar year 1973 or other taxable year beginning --------------------------------- 1973, and ending ------------- : -------------- ----- 19__ ~Name Employer identification numbe r

Compensation of Officers, Directors and Trustees (See instructions )

Name and add,- Social security number Tit] .imnege te dto ositi ..

Compensation

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

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

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

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

`_1111117gan Compensation of Five Highest Paid Employees (Other than included in Part I-see inii rU Ctio-s Jand address of employees paid more than. $30,000 Social security number Title Compensatio n

Total number of other employees paid over $30,000 s-Five Highest Paid Persons for Professional Services (See instructions

)Name and address of persons paid more than $30,000 Type of service CompensatioA

Total number of others receiving over $30,000 for professional services iio-Yes No

I During the taxable year, has the organization (1) attempted to influence any national, State, or local legislation ,

or (2) participated or intervened in any political campaign? . . . . . . . . . . . . . . . . .

If "Yes," attach a statement giving a detailed description of such activities and a classified schedule of the expenses paid or incurred .

Also, attach copies of any materials published or distributed by the organization in connection with such activities .

2 Are you related (other than by association with a statewide or nationwide organization) through common mem -

bership, governing bodies, trustees, officers, etc ., to any other exempt or nonexempt organization ?

If "Yes," identify the organization and describe the relationship .

3 Have you engaged in during the year, either directly or indirectly, in any of the following acts with a trustee ,

director, principal officer, creator, or any organization or corporation with which such person is affiliated :

(a) Sale, exchange, or leasing of property? . . . . . . . . . . . . . . . . . . . . .

(b) Lending of money or other extension of credit? . . . . . . . . . . . . . . . . . .

(c) Furnishing of goo&, services, or facilities? . . . . . . . . . . . . . . . . . . . .

(d) Payment of compensation (or payment or reimbursement of expenses)? . . . . . . . . . . .

(a) Transfer of any part of your income or assets? . . . . . . . . . . . . . . . . . . .

If the answer to any question is "Yes," attach a detailed statement explaining the transaction(s) .

4 (a) Did the organization give notice as required by section 508(b) that it is not a private foundation ?(b) If the organization has received a final ruling or determination letter from the Interna l

Revenue Service that it is not a private foundation within the meaning of section 509(a) ,enter date of ruling or letter . . . . . . . . . . . . . . . . . . .

(c) If the organization has not received a final ruling or determination letter, indicate, i f

applicable, whether the organization has received a ruling or determination letter base don an : D_ Advance ruling 0 Extended advance ruling . Date of ruling . . . . . .

5 Attach a statement explaining how you determine that individuals or organizations receiving disbursement sfrom you, in furtherance of your exempt programs, are qualifying recipients .

6 Do you make grants for scholarships, fellowships, student loans, etc? . . . . . . . . . . . . .

/1/01/1'_ 'V////,

wm,

M

41

Schedule A (Form 990) 1973 pm- 21[~ Reason for Non-Private Foundation Status (See instructions for definitions )The organization is not a private foundation because it is :

I F~ A church, school or hospital within the meaning of section 170(b)(1)(A) (i), (ii), (iii), or (v), respectively.

2 E] A medical research organization operated in conjunction with a hospital as provided in section 170(b)(1)(A)(iii) . Enter nam e

and address of hospital ------------------------------------------------------------- --------------------------------- ----------- --------------------- -

3 F1 An organization operated for the benefit of a college or university owned or operated by a governmental unit as provided i nsection 170(b)(1)(A)(iv) . (Complete support schedule .)

4E] An organization that normally receives a substantial part of its support from a governmental unit or from the general publi c

as provided in section 170(b)(1)(A)(vi) . (Complete support schedule. )

5 A n organization that normally receives no more than 1/3 of its support from gross investment income and more than 1/3 of its support from con -

tributions, membership fees, and gross receipts from activities related to its exempt functions-subject to certain exceptions . Refer to section 509(a)(2) .(Complete support schedule. See instructions for method of accounting .)

6 An organization operated solely for the benefit of, and in connection with, one or more of the organizations described in blocks I through 5 (or fo r

the benefit of one or more organizations described in section 501(c)(4), (5), or (6) and also described in 5 above), but not controlled by disquali -fied persons other than foundation managers . Refer to section 509(a)(3) . (Attach a statement identifying and describing the organization(s) for

whose benefit you are operated and the relationships between you and the organization(s) . )

7 An organization organized and operated to test for public safety as provided in section 509(a)(4) (see instructions) .

Support Schedule (complete only if block 3, 4 or 5 above, is checked)

Calendar yearfi l

(a) (b) W (d)(or sca yearbeginning In) Do. 2972 1971 1970 1969 Total

8 Gifts, grants and contributions received

9 Membership tees receive d

10 Gross receipts from admissions, salesof merchandise, performance of serv -ices, or furnishing of facilities in anyactivity which is not an unrelated busi -ness within the meaning of section 513

11 Gross income from interest, div-idends, rents, and royalties

12 Net income from unrelated bus -iness activities

13 Tax revenues levied for you rbenefit and either paid to you o rexpended on your behal f

14 The value of services or facilities fur -nished by a Governmental unit to youwithout charge (do not include thevalue of services or facilities generallyfurnished to the public without charge )

15 Other income (do not includ egain (or loss) from sale of capi -tal assets)-aftach schedul e

16 Total of lines 8 through 1 5

17 Line 16 less line 1 0

18 Enter 1% of line 1 6

19 Organizations described in blocks 3 or 4 above :

(a) Enter 2% of amount in column (e), line 17 . . . . . . . . . . . . . . . . .

(b) Attach a list showing the name of and amount contributed by each person (other than a governmental unit or "publicly sup-

ported" organization) whose total gifts for the above four-year period exceeded the amount shown in (a) above an d

enter the sum of all of the excess amounts here . . . . . . . . . . . . . . . . bo.

20 Organizations described in block 5 above :

(a) Attach a list, with respect to amounts shown on lines 8, 9, and 10, showing the name of, and total amounts received in

each year from, each person who is a "disqualified person," and enter the sum of such amounts for each year :

0) , (ii) , (iii) , (iv )

(b) Attach a list showing the name and amount included in line 10 for each person (other than a "disqualified person"), bu t

only if the amount for each year exceeds the greater of the amounts on line 18 for each year, or $5,000 . The term "per-

son" includes a bureau or agency of a governmental unit, and each person described in section 170(b)(1)(A)(i) throug h

(vi) . Enter the sum of such excess amounts for each year: (i) (ii)(iii) , Ov )

21 Organizations described in blocks 3, 4, and 5 that have received any unusual grants during any of the above taxable years,attach a list for e3ch year showing the name of the contributor, the date and amount of grant, and a brief description of thenature of such grant . Do not include such grants in line 8 above . (See instructions . )

*U .S. GOVERNMENT PRINTING OFFICE: 1974-712-852/1026

42

GRACKSHEFT - REPORTING CHARACTERISTICS OF FORK 990, TAX YEAR 1973, PROJECT NO . 74-747

Document Locator Number - (Information Item) General Iriformation--Cont .Card 1Column

9 What is the first th -di i t. ree gDistrict Tax Class and Control Block Serial principal Activity CodeCode Document Code . Date Control Number entered on line 24 by the

Card 1taxpayer?

General Information Columni Z7 Z7 Z717-1 9

1 . Serial number 1-5 10 . Was the IRS pre-printe d

2 . Card number . . . . . . . . . . . . . . . . . . 127-" 6!label used to provide theName and Address of the

3 . What is the tax year coveredtaxpayer?

by the Form 990?a. No . . . . . . . . . . . . . . . . . . . . . . . oL7

a . 1973 . . . . . . . . . . . . . . . . . . . . .OZ~7

b . Yes . . . . . . . . . . . . . . . . . . . . . . 1,~7b . Prior to 1973 . . . . . . . . . . . . 1,E7

7

c . Yes, but it was changed20

4. What is the pre-printed yearin some manner by the

.. .

taxpayer . . . . . . . . . . . . . 2Z7at the top right corner of

:

the Form 990?11 . If the IRS label was not used ,

a . 1973 . . . . . . . . . . . . . . . . . . . . . 0'gwas the Name and Addres s

8information complete ?

b . Prior to 1973 . . . . . . . . . . . . 10 a. IRS label was used . . . . . . .

005 . What is the type of reportingb . Information not complete . 10 2 1

period in use?

a. Calendar yeax . . . . . . . . . . . .

OZ7 c

. Information complete . . . . . 20

b . Fiscal yeax . . . . . . . . . . . . . . 1,~S7 9 12 . What method was used by th etaxpayer in making entrie s

c . Other . . . . . . . . . . . . . . . . . . . . 2,~S7for Name and Address ?

6 . What is the date of thea. Type . . . . . . . . . . . . . . . . . . . . . Og

exemption letter?b . Stamp . . . . . . . . . . . . . . . . . . . . V~7

Month Year,

c. Handwriting . . . . . . . . . . . . . . 2L7 22

L7 L7 L7 f:71013 d . Label . . . . . . . . . . . . . . . . . . . . .30

7 . What is the exemption code a . Other . . . . . . . . . . . . . . . . . . . . )~f7paragraph? _

L7 L714-15

13 . Is there an entry for 'FIN ?

8 . If the answer to Question 7a. No entry . . . . . . . . . . . . . . . . .

OL7is "03," is there a Schedule b . Entry . . . . . . . . . . . . . . . . . . . . 1,~_,7

23

A attached?

a. Answer to Question 7 i snot "03 . . . . . . . . . . . . . . . . . . . OL7

b . Schedule not attached . . . . 1,~S7 1 6

c. Schedule attached . . . . . . . . 2L7

Form M-0959 (6/74) 01 I~_ternai ~everiue Service

43

Serial Number

(Do Not Punch )

.Card 1 Card IGeneral Information-Cont . Column General Inforination-Cont . Column

14 . What amount is entered for 17 . Is there an entry for TotalTotal Assets, Line 13, Liabilities on Line 14 ,Part I, End of Year? Part I, Fnd of Year?

a . Zero or no entry . . . . . . . . oZ7 a . No entry . . . . . . . . . . . . . . . . . .O'f:7 2 7

b . Under 5,000 . . . . . . . . . . . . . lZ7 b . Entry . . . . . . . . . . . . . . . . . . . . . lZ7c . 5,000 under 10,000 . . . . . . 20 18 . Is there an entry for Total

Liabilities on Page 2, Line 37 ,d . 10,000 under 25,000 . . . . . 32:7 Column D?

e . 25,000 under 100,000 . . . . 4Z7 a . No entry . . . . . . . * . . . . . . . . . . .00

f . 100,000 under 500,000 . . . 5,~S7 24 b . Yes, and it agrees wit h.Line 14, Part I, End o f

g . 500,000 under 1,000,000 . 6Z7 Year . . . . . . . . . . . . . . . . . . . . . . lZ7 2 8

h . 1,000,000 under c . Yes, brut it does not agree10,000,000 . . . . . . . . . . . . . . 7,E7 with Line 14, Part I_En d

of Year . . . . . . . . . . . . . . . . . . . 2Z71 . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . 8Z7 19 . What amount is entered for Ne tWorth, Line 15, Part I ?

J . 50,000,000 and over . . . . . 9Z7a . Zero or no entry . . . . . . . . . . VL-1

15 . Is there an Entry for Tota lAssets on Page 2, Balance b . Under 5,000 : . . . . . . . . . . . . . . 1 ~7Sheet Line 32, Column D?

,

C . 5,000 under 10,000 . . . . . . . . ?,~7a . No entry . . . . . . . . . . . . . . . . OZ7

d . 10,000 under 25,000 . . . . . . . 3Z7b . Yes, and it agrees with

with the amount on Line e . 25,000 under 100,000 . . . . . . 4Z713, Part 1, End of Year . 1f,

25 f . 100,000 under 500,000 . . . . . 5,~7 2 9c . Yes, but it does no t

agree with the amount g . 500,000 under 1,000,000 . . . 6,~7on Line 13, Part 1 ,End of Year . . . . . . . . . .

. . .2Z7 h . 1,000,000 under

.10,000,000 . . . . . . . . . . . . . . . . 7,f:7

16 . If the answer to Question 15is "No entry," is there an i . 10,000,000 underindication that Total Assets 50,000,000 . . . . . . . . . . . . . . . . 8Z7are less than 5,000?

j . 50,000,000 and over . . . . . . . 9,f7a . Question 15 is no t

answered "No Entry" . . . . . Of7 20 . Is there an entry for Net Worth ,Line 41, Part II, Column D?

b . No . . . . . . . . . . . . . . . . . . . . . . 1~7 26,a . No entry . . . . . . . . . . . . . . . . . . o,~~7

c . Yes . . . . . . . . . . . . . . . . . .

. . .2,~7

b . Yes, and it agrecs with th eamount on Line 15, Part I . 1Z7 30

c . Yes, but it does not agre ewith the amount on Line 15 ,Part I . . . . . . . . . . . . . . . . . . . . 2,~7

Form Y-0959 (6/74) 02 Internal Revenue Servic e

44

Serial Number 4 7(Do Not Punch )

General Information-Cont .

21 . Is there an entry for nameand/or signature of preparerat the bottom of page 1 ?

a. No entry . . . . . . . . . . . . . . . . . of;7

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~7

22 . Are the words "Final Return"at the top of page I of theReturn Form ?

a . No . . . . . . . . . . . . . . . . . . . . . . . of~7

b . Yes . . . . . . . . . . . . . . . . . . . . . . ljg

Receipt s

23 . Is there an entry for GrossSales and Receipts, Line 1 ?

a . No entry . . . . . . . . . . . . . . . . . OZ7

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~7

24. 'Is there an entry for Cost o fGoods Sold, Line 2 7

a. No entry . . . . . . .

. . .

. . . . . . . cf~7

b . Entry . . . . . . . . . .

. . . . . . . . .

. 1,~,7

25 . Is there an entry for Cost o rOther Basis and Sales Expensesof Assets Sold, Line 3?

a. No entry . . . . . . . . . . . . . . . . . OZ7

b . Entry . . . . . . . . . . . . . . . . . . . . lf7

26 . Is there an entry for Gros sIncome, Line 4?

a. No entry . . . . . . . . . . . . . . . . . o,~7

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~7

27 . Is there an entry for GrossDues and Assessments, Line 5?

a . No entry . . . . . . . . . . . . . . . . . OZ7

b . Entyj . . . . . . . . . . . . . . . . . . . . lf7

Form M-0959 (6/74)

Card 1Column

3 1

32

34

13 5

3 6

37

a. Zero or no entry . . . . . . . . .

b . Under 5,000 . . . . . . . . . . . . . .

c . 5,000 under 10,000 . . . . . . .

d. 10,000 under 25,000 . . . . . .

e . 25,000 under 100,000 . . . . .

28 . Is there an entry for GrossContributions, Line 6 ?

a. No entry . . . . . . . . . . . . . . . . . CL-1

b . Entry . . . . . . . . . . . . . . . . . . . . 1.0

29 . What amount is entered forTotal, Line 7 ?

f .

9 .

Receipts-Cont .

100,000 under 500,000 . . . .

500,000 under 1,000,000 . .

h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . . 7,~7

i . 10,000,000 under50,000,000 . . . . . . . . . . . . . . .

i -

a . Zero or no entry . . . . . . . . . OZ7b . Under 5,000 . . . . . . . . . . . . . . lZ7

C . 5,000 under 10,000 . . . . . . . 2,~7

d . 10,000 under 25,000 . . . . . . 3,f7

30 . What amount is entered for GrossReceipts for Filing RequirementsTests, Line 8 ?

e . 25,000 under 100,000 . . . . .

f . 100,000 under 500,000 . . . .

50,000,000 and over . . . . . .

-OZ7'Z72.,f73Z74Z7

5,~7

6,~7

927

4Z75Z7

9 .

0 3

45

500,000 under 1,000,000 . . 6,~7

h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . . 7,~7

i . 10,000,000 under50,000,000 . . . . . . . . . . . . . . . 8Z7

j . 50,000,000 and over . . . . . . 9,~7

Card 1Column

1 3

8

3 9

Internal Revenue Service

Serial Numbei/(Do Not Punch )

Card I Card 1Receipts-Cont . Columr. Expenses and Disbursements-Cont . 'Column

31 . If Gross Receipts, Line 8, 35 . Is there an entry for Excessis greater then 10,000, is of Receipts over Expenses an dschedule of contributions Disbursements, Line 12? I fattached? "yes," does the amount on

Line 12 agree with Line 15 ,a. Line 8 is 10,000 or less . OZ:7 End of Yeax, minus Line 15 ,

Beginning of Year?b . No . . . . . . . . . . . . . . . . . . . . . . . lZ7 41

a. No entry . . . . . . . . . . . . . . . . . . OZ7c . Yes . . . . . . . . . . . . . . . . . . . . . . 20

b . Entry for Line 12 whichdoes not agree . . . . . . . . . . . . iZ7 45

EXpenses and Disburoements

c . Entry for Line 12 which does

32 . Is there an entry for expenses agree . . . . . . . . . . . . . . . . . . . . . 20

attributable to Gross Income ,

Line 9?ASBet6 and Liabilitie s

a. No entry . . . . . . . . . . . . . . . . .

02S7

42 36 . Is there an entry for Tota l

b . Entry . . . . . . . . . . . . . . . . . . . . IZ7 Assets, Line 13, End of Year ?

33 . What amount is entered for a. No entry . . . . . . . . . . . . . . . . . . of7Ebrpenses Attributable to Gross 49Contributions, Line 10? b . Entry . . . . . . . . . . . . . . . . . . . . . 1,f~7

a. Zero or no entry . . . . . . . . . OL,7 1 37 . Is there an entry for Tota l

Liabilities, Line 14, End of Year?

b . Under 5,000 . . . . . . . . . . . . . . lZ7a. No entry . . . . . . . . . . . . . . . . . . 0,f~7

c. 5,000 under 10,000 . . . . . . . 2L7 4 7

-b . Entry . . . . . . . . . . . . . . . . . . . . . 1L7

d . 10,000 under 25,000 .

. . . . .

32:,7

-38 . Is there an entry for Net Worth ,

e . 25,000 under 100,000 . . . . . ,74Z Line 15, End of Year?

f. 100,000 under 500,000 . . . .. 5Z7 43 a . No entry . . . . . . . . . . . . . . . . . .

OJ~7 48g . 500,000 under 1,000,000 . . 6,~7 b . Entry . . . . . . . . . . . . . . . . . . . . . 1,/~7

h . 1,000,000 under 39 . How did the taxpayer answer th e

10,000,000 . . . . . . . . . . . . . . . 7Z7 question on Line 16, "Have you

engaged in any activities whic h

i . 10,000,000 under have not previously been reporte d

50,00MOO . . . . . . . . . . . . . . . 8Z7 to the Internal Revenue Service? "

j . 50,000,000 and over .. . . . .

9,E7

a . No, or no answer given . . . . OZ734 . Is there an entry for b . Yes, but no description o f

Disbursements for Purposes for such activities i s

which the Organization is attached . . . . . . . . . . . . . . . . . . 1,~-,7Ebcempt, Line 11?

c . Yes, and a description o f

a. No entry . . . . . . . . . . . . . . . . .

OJ~7such activities i s

-44 attached . . . . . . . . . . . . . . . . . . 2Z7

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~ ,7

Form M-0959 (6/74) 0 4 Internal Revenue Servic e

46

Serial Number /(Do Not PunchT

Assets and Liabilities-Cont .

40 . Ho%r did the taxpayer answerthe question on Line 17,"Have any changes notpreviously reported to theInternal Revenue Servicebeen made in your governinginstrument? "

a. No, or no answer given . . . o,~:7

b . Yes, but no copy of thechanges is attached . . . . . .

c . Yes, and a copy of thechanges is attached . . . . . .

41 . How did the taxpayer answerthe question on Line 18, "Isthis a Group Return?"

a. No, or no answer given . . . OILJ

b . Yes . . . . . . . . . . . . . . . . . . . . . . 1,0

42 . How did the taxpayer answe rthe question on Line 19,"Have you, filed a tax returnon Form 990-T? "

a. Nc . or no-answer given . . . OE7

b . Yes . . . . . . . . . . . . . . . . . . . . . . 1,~S7

43 . How did the taxpayer answe rthe question on Line 20, "Wasthere a substantial contractionduring the year? "

a. No, or no answer given . . . oZ7b . Yes, but there is no

schedule attached showin gthe disposition . . . . . . . . . . 1,~S7

c . Yes, and there is aschedule attached showingthe disposition . . . . . . . . . . 2Z7

44 . Is there an entry for AmountAllocated for Political Purposes,Line 21 ?

a. No entry . . . . . . . . . . . . . . . . . oZ7

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~7

Form M-0959 (6/74)

Card 1Col= Assets and Liabilities-Cont .

5 . Is there an entry for ClubsExempt under 501(c)(7),Line 22(a) or 22~b) ?

a. No entry on either line . . . . oE7

b . Yes, and there is an amoun ton line 22(a) but not22(b) . . . . . . . . . . . .

.. . . . . . . . . 127

c . Yes, and there is an amoun ton line 22(b) but no t22(a) . . . . . . . . . . . . . . . . . . . .. . . 2Z7

55

d . Yes, there are amountson both lines 22(a )and 22(b) . . . . . . . . . .

. . . . . . .. 3Z7

46 . Is there an indication on line 25as to whom the books are in thecare of ?

52

53

a. No . . . . . . . . . . . . . . . . . . . . . . . .

. 0~'7 ~ 56b . Yes . . . . . . . . . . . . . . . . . . . . . . . . 1.0

Card 1Column

Is there an indication or,line 25 as to where the booksam located ?

a. No . . . . . . . . . . . . . . . . . . . . .. . . . . oE7

b . Yes . . . . . . . . . . . . . . . . . . . . . . . . 1,0

148 . Is there an indication on line 25as to the name and/or the telephonenumber of the person to be contacted?

a. No . . . . . . . . . . . . . . . . . . . . . . . . . OZ7

b . Yes . . . . . . . . . . . . . . . . . . . . . . . . 1.0

Part II

49 . Does the ertry for Gross Receipts,Line 8, Page 1, exceed S10,000 ?

a. No . . . . . . . . . . . . . . . . . . . . . . . . . OZ7

b . Yes, but Part II is no tcompleted . . . . . . . . . . . . . . . . . 1Z7

c. Yes, and Part II i scompleted . . . . . . . . . . . . . . . . . . 2Z7

47

5 7

5 8

59


Part I.I-Cont .

50 . Is the taxpayer's own scheduleattached as a substitute forthe financial statement?

a. No . . . . . . . . . . . . . . . . . . . . . . . 0

b . Yes . . . . . . . . . . . . . . . . . . . . . . -IZ751 . Is there a statement attached

explaining how business activitynot reported on Form 990-Tcontributed to exempt purpose ?

a . No . . . . . . . . . . . . . . . . . . . . . . . OZ7

b . Yes . . . . . . . . . . . . . . . . . . . . . . 1,0

Receipts from Other Source s

52 . Is there an entry for Gross

Sales or Receipts, Line 1 ?

a. No entry . . . . . . . . . . . . .. . . . . OZ7b . Entry . . . . . . . . . . . . . . . .

53 . Is there an entry for Interest ,

54 .

55 .

Line 2?

a. No entry . . . . . . . . . . . . . . . . . 019

b . Entry . . . . . . . . . . . . . . . . . . . . lj:~7

Is there an entry for Dividends,Line 3?

a. No entry . . . . . . . . . . . . . . . . . Of7

b . Entry . . . . . . . . . . . . . . . . . . . . 1L7

Is there an entry for GrossRents, Line 4?

a. No entry . . . . . . . . . . . . . . . . . OZ7

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~7

56 . Is there an entry for GrossRoyalties, Line 57

a. No entry . . . . . . . . . . . . . . . . . OL7b . Entry . . . . . . . . . . . . . . . . . . . . lZ7

Serial Num%er /kDo Not Punch~7

Card 1Column

I

6

I

6 1

I6 2

6 3

64

65

I

66

b . Yes, but there is no scheduleattached supporting Line 9,Column C . . . . . . . . .

. . . . . . . . .

. 11~

c. Yes, and there is a scheduleattached supporting Line 9,Column C . . . . . . . . .

. . . . . . . . .

2Z7

~d 1

-01L~

1 6

7

69

Form M-0959 (6/74)06 Internal Revenue Servic e

48

Receipts from Other Souroes--Cont .

57 . Is there an entry for GrossAmount Received from Sale ofAssets, Line 6 ?

58 .

a. No entry . . . . . . . . . . . . . . . . . . oZ7

b . Entry . . . . . . . . . . . . . . . . . . . . . 119

Is there an entry for OtherIncome, Line 7?

a. No entry . . . . . . . . . . . . . . . . . . 00

b. Yes, but there is noschedule attached supportingLine 7 . . . . . . . . . . . . . . . . . . . . iir-7

c . Yes, and there is aschedule attached supportingLine 7 . . . . . . . . . . .

.. . . . . . . . 2jg

59 . Is there an entry for Total Gros sSales and Receipts, Line 8?

a. No entry . . . . . . . . . . . . . . . . . . oOb . Yes, but the entry does no t

agree with the entry o nLine 1, Page I .. . . . . . . . . . . . 1~

c . Yes, and the entry agrees

Page 1 . . . . . . . . . . . . . . . . . . . .with the entry on Line 1 ,

Expenses and Disbursement s

60 . Is there an entry for Contributions,Gifts and Grants, Line 9 ,Column CT

a. No entry . . . . . . . . . . . . . . . . . . oZ7

Serial Number /(Do Not Punch~'

Expenses and Disbrursements-Cont .Card 1Column Expenses and Disbureements-Cont .

Card IColumn

61 . Is there an entry for 67 . Is there an entry for Depreciatio nDisbursements to or for (and Depletion), Line 16, Column C ?Members, Line 10, Column C?

a. No entry . . . . . . . . . . . . . . . . . . . 019a. No entry . . . . . . . . . . . . . . . . . o,~7

b . Yes, but there is no schedul eb . Yes, but there is no attached supporting Line 16, 7 7

schedule attached Column C . . . . . . . . . . . . . . . ..

. . 1.0supporting Line 10 ,Column C . . . . . . . . . . . . . . . . . 1f7 71 c . Yes, and there is a schedul e

attached supporting Line 16 ,c . Yes, and there is a Column C . . . . . . . . . . . . . . . . . . . 2,f7

schedule attached supportingLine 10, Column C . . . . . . . . 68 . Is there an entry for Direct Fee s

Paid for Raising Contributions ,62 . Is there an entry for Gifts, Gra~its, Line 17, Column B ?

Compensation of Officers ,Directors and Trustees, a. No entry . . . . . . . . . . . . . . . . . .

. O'~7Line 11, Column C? 78b . Entry . . . . . . . . . . . . . . . . . . . . . . 1ZS7

':7a. No entry . . . . . . . . . . . . . . . . . o,'69 . Is there an entry for Other ,

b . Yes, but there is no Line 18, Column C ?schedule attached supportingLine 11, Column C . . . . . . . . 1,/7 72 a. No entry . . . . . . . . . . . . . . . . . . . o,17

c . Yes, and there is a schedule b . Yes, but there is no schedul eattached supporting Line 11, attached supporting Line 18,

7Column C . . . . . . . . . . . . . . . . . 2,~~ Column C . . . . . . . . . . . . . . . . . . . lf 79

63 . Is there an entry for Other c . Yes, and there is a schedul eSalaries and Wages, Line 12, attached supporting Line 18 ,Column C? Column C . . . . . . . . . . . . . . . .

. .. 2j~:7

a. No entry . . . . . . . . . . . . . . . . . 0jf7 70 . Is there an entry' for Total ,

73 Line 19, Column C?b . Entry . . . . . . . . . . . . . . . . . . . . lZ7

a. No entry . . . . . . . . . . . . . . . . . . . OZ764 . Is there an entry for Interest ,

Line 13, Column C? b . Yes, but the amount on Lin e19, Column C does not 80

a. No entry . . . . . . . . . . . . . . . . . OZ7 equal the sum of Lines 9, 10 ,74 and 11 of Part I, Page 1 .

.. ljf:7

b . Entry . . . . . . . . . . . . . . . . . . . . lf:7c. Yes, and the amount on

65 . Is there an entry for Taxes, Line 19, Column C equal sLine 14, Column C? the sum of Lines 9, 10 and

11 of Part I, Page 1 . . . . ... 2,~~7

a. No entry . . . . . . . . . . . . . . . . . oZ775 'Rrd 2

b . Entry . . . . . . . . . . . . . . . . . . . . 1,~7 olumn

66 . Is there an entry for Rent,Serial number - duplicate columns 1-5 1-5

Line 15, Column C? from Card 1 .

a. No entry . . . . . . . . . . . . . . . . . Of7Card number . . . . . . . . . . . . . . . . . . . . . . . . . 2 6

76b . Entry . . . . . . . . . . . . . . . . . . . . 1Z7

Form M-0959 (6/74) 07 Internal Revenue Servic e

49

Serial Number~Do Not

Caxd 2 Card 2Balance Sheet Column Balance Sheet--Cont . Column

1 71 . What amount is entered for 73-Cont .Total Government Obligations ,Line 24, Column D? c . 5,000 under 10,000 . . . . . . . . . 21f7a. Zero or no entry . . . . . . . . . OZ7 d . 10,000 under 25,000 . . . . . . . . 3Z7

b . Under 5,000 . . . . . . . . . . . . . . lZ7 e . 25,000 under 100,000 . . . . . . . 4Z7 9

c . 5,000 under 10,000 . . . . . . . 2,~7 f . 100,000 under 500,000 . . . . . . 5Z7

d. 10,000 under 25,000 . . . . . . 3Z7 g . 500,000 under l,OOO.,OO0 . . . . 6,~7

e . 25,000 under 100,000 . . . . . 4Z:7 h . 1,000,000 under-,710,000,000 . . . . . . . . . . . . . . . . . 7Z

f . 100,000 under 500,000 . . . . 5,L7 7i . 10,000,000 under

9. 500,000 under 1,000,000 . . 6Z7 50,000,000 . . . . . . . . . . . . . . . . . 8Z7

h . 1,000,000 under J . 50,000,000 and over . . . . . . . . 9,f710,000,000 . . . . . . . . . . . . . . . 7,f7

74 . Is there an entry for Line 32 ,i . 10,000,000 under Column D, Total Assets?

50,000,000 . . . . . . . . . . . . . . . 8Z7a. No entry . . . . . . . . . . . . . . . . . . . OZ7

j . 50,000,000 and over . . . . . . 9,L77 1 0b . Entry . . . . . . . . . . . . . . . . . . . . . - lZ7

72 What amount is entered for.Corporate Stock inveE:tments ,Line 26, Column D? Schedale A

a. Zero or no entry . . . . . . . . . 0,~:7 75 . How many entries are there fo rPart I, Compensation of Officers ,

.b . Under 5,000 . . . . . . . . . . . . . . 11~~ Directors and T3mstees ?

c . 5,000 under 10,000 . . . .. . . . 2,E7 a . None . . . . . . . . . . . . . . . . . . . . . . . of7d. 10,000 under 25,000 . . . . . . 3,~7 b . One . . . . . . . . . . . . . . . . . . . . . . . . lf7e . 25,000 under 100,000 . . . . . 4,f~7 c . Two . . . . . . . . . . . . . . . . . . . . . . . . 2,~7

f . 100,000 under 500,000 . . . . 50 8 d . Three . . . . . . . . . . . . . . . . . . . . . . 3,f7 1 1g . 500,000 under 1,000,000 . . 6,~-,7 e . Four . . . . . . . . . . . . . . . . . . . . . . . 40

h. 1,000,000 under f . Five . . . . . . . . . . . . . . . . . . . . . . . 5010,000,000 . . . . . . . . . . . . . . . 7L-~7

g . More than Five . . . . . . . . . . . . . 6f71 . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . . 80

J . 50,000,000 and over . . . . . . 9,S7

73 . What amount is entered fo rMortgage Loans, Line 27 ,Column D?

a . Zero or no entry . . . . . . . . . 0.0b . Under 5,000 . . . . . . . . . . . . . . 1.~7

Form m-0959 (6/74) 08 Internal Revenue Servic e

50

Schedule A--Cont .

76 . What is the largest amount listedfor Compensation in Part I ?

a. Zero or no entry . . . . . . . .. . .

b . Under 5,000 . . . . . . . . . . . . . . .

C . 5,000 under 10,000 . . . . .. . . .

d. 10,000 under 25,000 . . . . . . .

e . 25,000 under 100,000 . . . . . .

f . 100,000 under 500,000 . . . . .

9 . 500,000 under 1,000,000 . . .

h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . . .

o,~-,7

1,f~7

2Z73Z7

4Z7

5Z76,~7

7,~-,7

i . 10,000,000 under50,000,000 . . . . . . . . . . . . . . . . 8Z7

50,000,000 and over . . . . . . . 9Z7

77 . How many entries are there forPart !I, Highest Paid Finployees ?

a. None . . . . . . . . . . . . . . . . . . . . . OZ7

b . One . . . . . . . . . . . . . . . . . . . . . . . 1,f7

c . Two . . . . . . . . . . . . . . . . . . . . . . . 2,~,7

d . Three . . . . . . . . . . . . . . . . . . . . . 3,0

e . Four . . . . . . . . . . . . . . . . . . . . . . ~19

f . Five . . . . . . . . . . . . . . . . . . . . . .

9 . More than Five . . . . . . . . . . . . 6L7

78 . How many employees in Part Ilwere paid over 930,000 ?

a. None . . . . . . . . . . . . . . . . . . . . . . oZ~;7

b . One . . . . . . . . . . . . . . . . . . . . . . . IZ7~

c . Two . . . . . . . . . . . . . . . . . . . . . . . 2Z7

d . Three . . . . . . . . . . . . . . . . . . . . . 3

e. Four . . . . . . . . . . . . . . . . . . . . . . 4,0

f . Five . . . . . . . . . . . . . . . . . . . . . . 5,0

9 . More than Five . . . . . . . . . . . . 6Z7

Form M-0959 (6/74)

Serial Numbe r

Card 2

-9--l --MA

(Do Not Punc h

Schedule A-Cont .

9 . How many entries are there forPart III, Highest Paid Personsfor Professional Services ?

I

a. None . . . . . . . . . . . . . . . . . . . . . . . oL7

b . One . . . . . . . . . . . . . . . . . . . . . . . . 1,~7

c . Two . . . . . . . . . . . . . . . . . . . . . . . . 2,f~7

d . Three . . . . . . . . . . . . . . . . . . . . . . 3,9

e. Four . . . . . . . . . . . . . . . . . . . . . . . 4,f~7

f . Five . . . . . . . . . . . . . . . . . . . . . . . 5,~g

9 . More than Five . . . . . . . . . . . . . 6Z7

80 . How many professional persons inPart III, were paid over 830,000 ?

a. None . . . . . . . . . . . . . . . . . . . . . . . of~7

b . One . . . . . . . . . . . . . . . . . . . . . . . . 1,Z7

C . Two . . . . . . . . . . . . . . . . . . . . . . . . 2L7

d . Three . . . . . . . . . . . . . . . . . . . . . . 3,~g

e. Four . . . . . . . . . . . . . . . . . . . . . . . 40

f . Five . . . . . . . . . . . . . . . . . . . . . . . 5,0

9 . More than Five . . . . . . . . . . . . . 6,/-'~7

81 . What is the box checked forLine 2 ?

a. No, or no answer given . . . . . oL7b . Yes, but the related

ori:,anization is not identified

and the relationship is not

described . . . . . . . . . . . . . . . . . . IL7

09

c . Yes, and the relatedorgan

'ization is iden',ified

and the relationship isdescribed . . . . . . . . . . . . . . . . . . 2,~7

Card 2Column

1 6

1 7

Internal Revenue Servic e

51

Serial Number(Do Not

Card 2 ' Card 282 . What is the box checked

Column 86 . What is the box checked for Column

for Line 3(a)? Line 3(e) ?

a. No, or no answer given . . . oZ7 a . No, or no answer given . . . . OZ7b . Yes, but there is no b . Yes, but there is n o

detailed statement attached detailed statementexplaining the 18 attached explaining the 2 2transaction . . . . . . . . . . . . . . IZ7 transaction . . . . . . . . . . . . . . . 1,~7

c . Yes, and there is a detail ed c . Yes, and there is astatement attached detailed statemen texplaining the attached explaining th etransaction . . . . . . . . . . . . . . 2,~7 tz-ansaction . . . . . . . . . . . . . . 2,~7

83 . What is the box checked for 87 . Is the statement required byLine 3(b)? Lin e 5 attached?

a. No, or no answer given . . . o,~7 . a . No . . . . . . . . . . . . . . . . . . . . . . . .00 2 3

b . Yes, but there is no b . Yec . . . . . . . . . . . . . . . . . . . . . . . 10detailed statemen tattached explaining the 19 88 . What is the. reason for Non-transaction . . . . . . . .

.

. . . . . lZ7 Pri vate Foundation Status ?

c . Yes, and there is a a . Vo code checked . . . . . . . . . . . I0detailed statemen tattached explaining b . I . . . . . . . . . . . . . . . . . . . . . . . . . lZ7the transaction . . . . . . . . . .

i7

C . 2 . . . . . . . . . . . . . . . . . . . . . . . . . 2Z7814 . What is the box checked for

Line 3(c)? d . 3 . . . . . . . . . . . . . . . . . . . . . . . . . 30

a . No, or no answer given . . . oZ7 c - L . . . . . . . . . . . . . . . . . . . . . . . . . . 4Z7 211

b . Yes, but there is no f . 5 . . . . . . . . . . . . . . . . . . . . . . . . . 50detailed statemen tattached explaininC the 20 . . . . . . . . . . . . . . . . . . . . . . . . . 60transaction . . . . . . . .

.. . . . . 10

h . 7 . . . . . . . . . . . . . . . . . . . . . . . . . 70c . Yes, and there is a

detailed statement 89 . If the answer to Question 88 i sattached explainine tho 3, 4, or 5, is there an entrytransaction . . . . . . . . . . . . . . 2,0 for Gifts, Grants an d

Contributions, Line 8, Total.?85 . What is the box checked fo

r

Line 3(d)? a . Answer to Question 88 i sother than 3, L, or 5 . . . . . Of7

a . No, or no answer given . . . OZ7b . No entry . . . . . . . . . . . . . . . . . . 1,~7 2 5

b . Yes, but there is nodetailed statement C . Fntry . . . . . . . . . . . . . . . . . . . . . 2,~__7attached explaining the 2 1transaction . . . . . . . . . . . . . . lf~7

c . Yes, and there is adetailed statemen tattached explaining thetransaction . . . . . . . . . . . . . . 2,~7

Form ~~-0959 (6/70 10 Internal Revenue Servic e

52

Serial Number /(Do Not Punch )

I

Schedule A-Cont .Card 2Column Schedule A-Cont .

Card 2Column

90 . If the answer to Question 88 is 95 . If the answer to Question 88 i s3, 4, or 5, is there an entry for 3, 4, or 5, is there an entry forMembership Fees, Line 9, Total? Value of Services Furnished by a

Government Unit without charge ,a . Answer to Question 88 is Line 14, Total?

other than 3, 4, or 5 . . . . 02:7a . Answer to Question 88 i s

b . No entry . . . . . . . . . . . . . . . . . 1.~7 26 other than 3, 4, or 5 . . . . . . OL7

c . Entry . . . . . . . . . . . . . . . . . . . . 2,~:7 b . No entry . . . . . . . . . . . . . . . . . . . -1f7 31

91 . If the answer to Question 88 is C . Entry . . . . . . . . . . . . . . . . . . . . . . 2,~73, 4, or 5, is there an entry fo rGross Receipts from Admissions, 96 . If the answer to Question 88 isSales of Merchandise, etc ., 3, 4, or 5, is there an entry fo rLine 10, Total? Other Income, Line 15, Total ?

a . Answer to Question 88 is a . Answer to Question 88 i sother than 3, 4, or 5 . . . . . O,~~7

0

ther than 3, 4, or 5 . . . . . . OL7

b . No entry . . . . . . . . . . . . . . . . . 1,~7 b . No entry . . . . . . . . . . . . . . . . . . . 1,~7 3 2

c . Entry . . . . . . . . . . . . . . . . . . . . 2,~7 27 c . Entry . . . . . . . . . . . . . . . . . . . . . . 22~~7

92 . If the answer to Question 88 is 97 . Was list attached as require d3, 4, or 5, is there an entry for by Line 19 ?Gross Income from Interest ,Dividends, Rents and Royalties, a . No . . . . . . . . . . . . . . . . . . . . . . . . .

O'~7Line 11, Total? 3 3b . Yes . . . . . . . . . . . . . . . . . . . . . . . . 1,~7 j

a . Answer to Question 88 i sother than 3, 4, or 5 . . . . OZ7 98 . What is the sum of the excess amount s

entered in the space on Line 19(b) ?b . No entry . . . . . . . . . . . . . . . . . V7

a . Zero or no entry . . . . . . . . . . .O'~7

C . Entry . . . . . . . . . . .. . . . . . . . . . 2Z7 28b . Under 5,000 . . . . . . . . . . . . . . . . lZ7

93 . If the answer to Question 88 is 3 ,4, or 5, is there an entry for Net c . 5,000 under 10,000 . . . . . . . . . 2,f~7 -Income from Unrelated Busines sActivities, Line 12, Total? d . 10,000 under 25,000 . . . . . . . . 3,~7a . Answer to Question 88 is e . 25,000 under 100,000 . . . . . . . 4Z7

other than 3, 4, or 5 . . . . OL7f . 100,000 under 500,000 . . . . . . 5Z7 34

b . No entry . . . . . . . . . . . . . . . . . 1,~7 29

)9 . 500,000 under 1,000,000 . . . . 6Z7

c . Entry . . . . . . . . . . . . . . . . . . . . 2Z7h . 1,000,000 under

94 . If the answer to Question 88 is 10,000,000 . . . . . . . . . . . . . . . . . 7Z-,73, 49 5, is there an entry fo rTax Revenue, Line 13, Total? i . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . . . . 8,f~7a . Answer to Question 88 i s

other than 3, 4, or 5 . . . . OZ7 j . 50,000,000 and over . . . . . . . . qj~7b . No entry . . . . . . . . . . . . . . . . . :Lf~7 30

c . Entry . . . . . . . . . . . . . . . . . . . . 2,~7


53

Serial Number,(Do Not PunchT

Card 2 Card 2Schedule A--Cont . Colu= Schedule A-Cont . Column

99 . What amount is entered for 101 . What amount is entered fo rLine 20(a)(i)? Line 2C(a)(iii)?

a . Zero or no entry . . . . . . . . of~7 a . Zero or no entry . . . . . . . . . . OZ7b . Under 5,000 . . . . . . . . . . . . . lZ7 b . Under 5,000 . . . . . . . . . . . . . . . 1,If7

C . 5,000 under 10,000 . . . . . . 2,~7 c . 5,000 under 10,000 . . . . . . . . 2Z7

El . 10,000 under 25,000 . . . . . 3Z7 d . 10,000 under 25,000 . . . . . . . 3Z7

e . 25,000 under 100,000 . . . . 4,E7 e . 25,000 under 100,000 . . . . . . 4Z7

f . 100,000 under 500,000 . . . 5f-7 35 f . 100,000 under 500,000 . . . . . 5Z7 37

g . 500,000 under 1,000,000 . 6Z7 g . 500,000 under 1,000,000 . . . 6,/f,7

h . 1,000,000 under h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . 7Z7 10,000,000 . . . . . . . . . . . . . . . . 7,~7

i . 10,000,000 under i . 10,000,000 under50,000,000 . . . . . . . . . . . . . . 8Z7 50,000,000 . . . . . . . . . . . . . . . . 8Z7

j . 50,000,000 and over . . . . . gf:7 j . 50,000,000 and over . . . . . . . 92~7

100 . What amount is entered for 102 . What amount is entered forLine 20(a)(-ii)? Line 20 (a) (iv) ?

a . Zero or no entry . . . . . . . . oZ7 a . Zero or no entry . . . . . . . . . . 02S7

b . Under 5,000 . . . . . . . . . . . . . 1.0 b . Under 5,000 . . . . . . . . . . . .. . . . 1,~7

C . 5,000 under 10,000 . . . . . . 217 C . 5,000 under 10,000 . . . . . . . . 2,~ 7d . 10,000 under 25,000 . . . . . 3Z7 d . 10,000 under 25,000 . . . . . . . 3Z7

e . 25,000 under 100,()`~ . . . . 4Z7 e . 25,000 under 100,000 . . . . . . 40

f . 100,000 unde2 ~,1,0,000 . . . 5,~:7 36 f . 100,000 under 500,000 . . . . . 5f7 38

g . 500,000 under 1,ooo,ooo . 6,f7 g . 500,000 under 1,000,000 . . . 6Z7h . 1,000,000 under h . 1,000,000 under

10,000,000 . . . . . . . . . . . . . . 7,E7 1090009000 . . . . . . . . . . . . . . . . 7Z7i . 10,000,000 under i . 10,000,000 under

509000,000 . . . . . . . . . . . . . . 8Z7 50,000,000 . . . . . . . . . . . . . . . . 82~;7

j . 50,000,000 and over . . . . . qZ7 j . 50,000,000 and over . . . . . . . 9Z7

1~ US GOVERNMENT PRINTING OFFICL 1974 - 4 -J'I'A

Form 9--0959 (6/74) 12 Internal Revenue Servic e

54

'(Du Not Punch,'

-xi-I 2Classification Data

in thou3an dPart T dollars

103 . Gross contributions, gifts, igra-at s

and aimilar amounts received (line 6) . . . . . . . . . . . . . . . . . . . . . . . . . . 39-4 3

104 . Llcpenses attributable to aznoun ton line 6 (line 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1'4-4 8

105- D;nbur3nments for purposes for

which excmpt (line 11 )

lef t colv=n . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0-53riGht coliLmn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54-52

106 . Exc63a of receipts over exmenne 'a

) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .and diubursementa (lirLI3 12 59-6 3

107 . Total assets (line 13, end of year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64-6 8

Rirt T T

108 . Contributions, gifts sLrLilaramounts paid (lino 9 : coluza C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69-73

109 . Totalq (liho 19, column A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74-78

"ard 3'o 1 UL---l

Serial number - duplicate colurma 1-5 from Card 1 . 1-5

Card nuziber . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 3 [Z 6

110 . Government obli .-ations (line 24 ,colwm D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1 1

111 . Investments in co rate stock sT6 - 6

0 I, c lumn

) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

line 2

.

:2- ,

112 . N.ort~;aga loex,3 (line 27, colu:-i D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FI-2 1

Fom 14-0959 (6-74) 13 Internal Revcnu,~ S~!i-iic e

55

Return of Private Foundatio nForm 990-PF Exempt from Income Tax 1 B73Department of the TreasuryInternal Ravarue service Under Section 501(c)(3) of the Internal Revenue Cod e

For the calendar year 1973, or fiscal year beginning 1973 and ending 1 9

Name of organization Employer identification numbe r

Please type,(see instruction 0 )

print or Address (number and street) Date of exemption lette rattach label.

See instructio n0 . City or town, State and ZIP code Fair market value of assets at

end of year (see instruction S)

Enter the name and address used on your return for 1972 (if the sam e as above, write "Same") . If none filed, give Foreign orga-at,ons, chec kKere . . . . . . . )--

reason . it exemption application isk h .pending chec ere b

Enter your principal activity codes from last page of instructions . . . . . . . . . . 1~ 1 1

The books are in care of 0 .. . . . . . . . . . . . .. .. . . . . . .. . . . . . . ------------- ------------------------- Telephone No . .. . .. . . . . . . . . . .. . . .. . . . . . . . . . . .

Located at ll~

Analysis of Receipts and Expendi- AlpeR, ims andor n~c.t is

' P"

1 .) Composition . 1Net Investment

(C) Computation ofAdjusted Net

(0) Disbursement sfor Exemp t

tures (See instructions for Part 1) 1I

book,-

Ircome Income Purpose

1 Gross contributions, gifts, grants, etc . (see instructions) -------------

I

2 Contributions from split-interest trusts (see instructions) V// MEMEMME/---------------------

E:

3 Gross dues and assessments . . . .

.

. . . . . . . . . . . . . . . . . . . . . ---------------

/

4 Interest - - - - - - - - - - - - - --------------------- - ----------- --------- -5 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Gross rents and royalties - - - - - - - -7 Net gain or (loss) from sale of assets not in line 11

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

- --

. . . . . . . . .011=11110111101111--- ----- -----------

~lflfzlllllllllllllllllIll,--------------------- -8 Net capital gain (see instructions) VE/00/00=00/1-------------- . . .. --- -

9 Net short-term capital gain (see instructions) OW/w/mME/m/oN ----- ------------ . . . . . . . . . . . . . . . . . . . . . .~g

10 Income modifications (see instructions) - - -11 Gross profit from any business activities :

ENAMENNINMEN;---- ----------------- Na/m/m/010MI/m/1-------------------- -;/z

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

(Gross receipts $ -_--------- less cost o fsales $ . . . . . . . . . . . . . . . .. . .. . . . . . . . . . . . . see nstructions) ------- ----- -

12 Other income (attach schedule) . . . . . .13 Total-add lines 1 through 12 . . . . . .14 Compensation of officers, directors and trustee s

(see instructions) . . . . . . . . . . ----------------- -----------------

- - - -

--------- -15 Other salaries and wages . . . . . .

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

us 16 Other employee benefits - - - - - - - - ---------------------- I --------------------- - ------------- ----------------- -- -.17 Investment, legal and other professional services . __ . . . . . . . . . . . . . . . . . --_----_---------- ---------------------- --------------- -18 Interest . . . . . . . . . . . . . ------------------ --- ---------------------- ---------------_-_- --_---------------- -

so 19 Taxes (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . ---------------------- ------_------------- --- ---------------- -20 Depreciation, amortization, and depletion (see instructions) . . . . . . . . . . . . . . . . . . . . . ------- --------- -- -------- ------ -21 Rent . . . . . . . . . . . . . . . . . . . ---------------- -22 Other expenses (attach schedule) . . . . . . ___ --------------- ---------- ---------- ---------------- ---

--------- -------- -23 Contributions, gifts, grants (see instructions) . r/a/m/m/m/a/m/d24 Total-add lines 14 through 2 3

25 Line 13 less line 24: (a) Excess of receipts over expenditures ------------- FUNNOWN/001/11//- ----------------- ------ ------ ----- -

711111-11111e111111111%

---------- -

P//T//(b) Net investment income . . . . . . . . . -------

---------- -(c) Adjusted net income (see instructions) 900"1[~ Excise Tax On Investment Incom eI Domestic organizations-enter 4% of line 25(b), Part I . . . . . . . . . . . . . . . .

.

I2 Foreign organizations-(a) enter total of lines 4, 5, and 6, Col . 8, Part I . . . . . I(b) enter 4% of line 2(a) . . . . . . . . . . . . . . . . . .

3 Credits : (a) Foreign organizations-tax withheld at sou rce . . . . . . . . .

1(b) tax paid with application for extension of time to file (Form 2758) . . . . . .4 Tax Due-line I or line 2(b) less line 3 . Pay in full vri~h return. Make check at money order payable to Internal Revenue Service 1.

Write Employer Identification Number on check or money order)5 Overpayment-line 3 less line I or line 2 . .

. . . . . . . . . . . . . .

..

.. .

Foreign organization-Enter book value $ - and fair market value $ of investment assets held in U .S.,Ind, ; P,n l ,*, ofnen .iry . I declare that I have examined this return, including accompanying schedules and statements, and to the beat of my kno,ledir, nd belief it i s". , a n .co

act,d ca

plate. If prepared by a person other than taxpayer, his decl aration is based on all information of hch hehas any k

._ lodge .

-------- D_;ie ~ ------- ----- ----------- S - ignatu-rI a -of- o-Hi-cer- o-r- -t-nu

.stee

----------------- --------------------------------Ti

.t-:a ------------- ----------------- -

-------- U~ie--------- ---- ~ i iC~-a t -u-r-e- -a-n- -d- -Em-- I d;-n- L- o-r -S- S- -No- .- -o- i - p- -r-a-p-a -r -a -r--- ------------ ----------------- Ad -dras-s------------------------ -

57

Form 990-PF (1973) Page 2

B.alance Sheets' Beginning of Taxable Year End of Taxable Yea r

Assets(A) Amount (8) Total (C) Amount (D) Total

I Cash : (a) Savings and interest-bearing acccunts - --------------------- ------------------- -

(b) Other . . . . . . . . . . . . -- --- ----- ------ ----- ----------------------- -2 Accounts receivable net . . . . . . . . . -------- -------------- ------------------------- -

3 Notes receivable net (attach schedule) . . . . . ------------------------ ------------------------- -

4 Inventories . . . . . . . . . . . .

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

Gov't obligations : (a) U .S . and instrumentalities - - ------ --------- ----------------------- I

subdivisions thereof, etc .(b) State ------ -------------- -, - ----- ------------------ -

6 Investments in nongovernment bonds, etc. (attach

schedule) . . . . . . . . . . . . ------------- ---------- ----------- -

7 Investments in corporate stocks (attach schedule) . . ----------------------- ------------------------- -

8 Mortgage loans (number of loans . . . . . . . . . . . . ) . . . . ------------------------ ------------------------- -

9 Other investments (attach schedule) . . . . . ------------------------ ------------------------ -

10 Depreciable (depletable) assets (attach schedule) :

(a) Held for investment purposes - - - - - - - --------------------- ----------------------- -

(b) Less accumulated depreciation . . . . . . - ------------ --- -- ---- ----------------------- -

(c) Held for charitable purposes - - - - - - ----------------------- ----------------------- -

(d) Less accumulated depreciation . .. . . . -------- ----------- ------------------------ -

11 Land : (a) Held for investment purposes . . . . - ------ I ------- ----- ------------------------- -

(b) Held for charitable purposes . . . . . . ------------------------ ------ I ----------------- -

12 Other assets (attach schedule) . . . . . . .

13 Total assets . . . . . . . . . . . .

Liabilities-

14 Accounts payable . . . . . . . . . . - ---------------------- ------------------------- -

15 Contributions. gifts, grants, etc ., payable . . . . - -------- I ------ -

16 Mortgages and notes payable (attach schedule) . . . ------ --------- ------- --- -

17 Other liabilities (attach schedule) . . . . . .

18 Total liabilities . . . . . . . . . . .

Net Worth (Fund Balances)

19 Principal Fund . . --------- ---------------------------------- -

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

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

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

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

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

- ---- - -------------------- ---------- ------ ----- ------ -20 Income Fun d

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

-------------- ----- ---------- ------ --------- -- - * -------

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

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

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

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

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

-21 Total Net Worth (Fund Balances) . . . . . .

22 Total liabilities and Net Worth (line 18 plus line 21) .

[2,7;VM Analysis of Changes in Net Wort hI Total net worth at beginning of year-line 21, Column B, Part III . . . . . . . . . . . .

2 Enter amount from line 25(a), Part I . . . . . . . . . . . . . . . . . . . . .

3 Other increases not included in line 2 (itemize) :

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

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

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

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

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

4 Total of lines 1 . 2, and 3 . . . . . . . . . . . . . . . . . . . . . . . . .

5 Decreases not included in line 2 (itemize) : - ---- ------------------------_-- - ---------------- -------- ------- -

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

_- - ___ ------- --- --- - ----------- ---------------- ------- --------- I ------ ---------------------------------- ------ -

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

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

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

6 Total net worth at end of year (line 4 less line 5)-line 21, Column D, Part III . . . . . . . . .

58

F.- 990-PF (1973) Pg . 3

Statements with Respect to Certain Activities

File Form 4720 if question J(2), 11(2)(a), (b) or (c), or X(2) is answered "No" or question J(3), L(Z), or M(1) or (2) is answered "Yes." Yes N oA During the taxable year, have you (a) attempted to influence any national, State, or local legislation, or (b) par-

ticipated or intervened in any political campaign? . . . . . . . . . . . . . . . . . . . ..If "Yes," attach a detailed description of such activities and copies of any materials published or distributed bythe organization in connection with such activities .

8 Have you engaged in any activities which have not previously been reported to the Internal Revenue Service ?It "Yes, " attach a detailed description of such activities .

C Have any changes not previously reported to the Internal Revenue Service been made in your governing instru -ment, articles of incorporation, or bylaws, or other instruments of similar import? . . . . . . . . . .It "Yes," attach a copy of the changes.

D Have you filed a tax return on Form 990-T for this year? . . . . . . . . . . . . . . . . . .E Was there a substantial contraction during the year? . . . . . . . . . . . . . . . . . . .

" "If Yes, attach a schedule for the disposition(s) for the year(s) showing type of asset disposed of, the date(s)disposed, the cost or other basis, the fair market value on date of disposition and the names and addresses of therecipients of the assets distributed. (See general instruction N )

F Did you file the annual report required by section 6056 (see Form 990-AR for instructions)? . . . . . . .G Are the requirements of section 508(e) (relating to governing instruments) satisfied? . . . . . . . . .

(See general instruction R)It "Yes," have such requirementsbeen satisfied by.,(1) Lan ua e in the overnin instrument (ori inal or as amended) o rg g g g g , . . . . . . . . . . . . .

(2) Enactment of State legislation effectively amending the governing instrument and the governing instrumen tcontains no mandatory directions which are in conflict with such State legislation . . . . . . . .

H (1) Enter the names of the States required to be listed by general instruction P -------------------------------------------VE/n/m, 0011//---------------------------------------------------------------------------------------------------------------------------------------------- -

(2) Have you furnished a copy of Form 990-AR (or equivalent report) to the Attorney General of each State a srequired by general instruction Q? . . . . . . . . . . . . . . . . . . . . . . . -If "No," attach explanation .

I Are you claiming status as an operating foundation within the meaning of 4942(j)(3) for calendar year 1973 orfiscal year beginning in 1973? (see instructions for Part XII) . . . . . . . . . . . . . . . . -It "Yes," complete part XII .

i Self-dealing (section 4941) :(1) Have you engaged in any of the following acts during the year either directly or indirectly, with one or more

si11disqualified persons (see instruction B. Part V, for definition)- l 1111.(a) Sale exchange or leasing of property . . . . . . . . . . . . . . . . . . ., , . . . -(b) Borrowing or lending of money or other extension credit . . . . . . . . . . . -. . . .

(c) Furnishing of goods services or facilities . . ., , . . . . . . . . . . . . . . . . . -(d) Payment of compensation (or payment or reimbursement of expenses) . . -. . . . . . . . .

or use by or for the benefit of a disqualified person of any part of your income or assets(e) Transfer to .,(f) Agreement to make any payment of money, or other property, to a government official (as defined in section 4946(c)) other

-

than an agreement to make a grant to or employ such individual for any period after the termination of his governmen tservice if such individual is terminating his overnment service within a 90-da period -y . . . . . . . . . .g

(2) If any of questions 1(a) through 1(f) is answered "Yes," were all of such acts in which you engaged excepte dacts described in section C, Part V of the instructions? . . .

(3) Have you, in a prior year, engaged in any of the acts described in (1) above that were acts that resulted in acts of self-dealing i nyears beginning after December 31, 1969, because they were not excepted acts described in Section C, Part V, of the instructions,and that were not corrected before the first day of your taxable year beginning in 1973? . . . . . . . . . . .

K Taxes on failure to distribute income (section 4942) (not applicable for years you were an operating foundation-

as defined in 4942(j)(3)) :(1) Did you at the end of taxable year 1973 have any undistributed income (line 10, Part XI) with respect to

taxable ears 1970 1971 or 1972? . . . . .y , , . . . . . . . . . . . . . . . . . . -

(2) If "Yes," are you applying the provisions of section 4942(a)(2) (relating to incorre, :t valuation of assets) withect to such undistributed income for (a) 1970 .res . . . . . . . . . . . . . . . . .p -

(b) 1971 -. . . . . . . . . . . . . . . . . .(c) 1972 . . . . . . . . . . . . . . . . . .

" " to (a), (b), or (c) see Instruction A for Part V of the instructions.If Yes,L Taxes on excess business holdings (section 4943) :

(1) Did you hold more than two percent direct or indirect interest in any business enterprise (see instruction B ,Part V "Definitions") at any time during the year? . . . . . . . . . . . . . . . .. . .

(2) If -(es," have you purchased or have disqualified persons purchased stock in a business enterprise sinc eMay 26, 1969, which resulted in excess business holdings (direct or indirect) in 1973 which are subject to

tax under section 4943? . . . . . . .. . . . . . . . .M Taxes on investments which jeopardize charitable purpose (section 4944) :

_

(2) Did you invest during the year any amount in such a manner as to jeopardize the carrying out of any of you rexempt purposes? .

. . . . . . . . . . . . . . . . i . . . . . . . . . . .

F

(2) Did you invest, in a prior year (but after December 31, 1969), any amounts in such a manner as to jeopardiz ethe carrying out of any of your exempt purposes and such investments were not removed from jeopard ybefore the first day of your taxable year beginning in 1973? . . . . . . . . . . . . . . .

59


1[0= Statement With Respect to Certain Activities (Continued )N Taxes on taxable expenditures (section 4945) . Yes N o

(1) During the year did you pay, or incur a liability to pay for any of the following -(a) To carry an propaganda, or otherwise attempt to influence legislation by attempting to affect the opinion of the genera l

public or any segment thereof or by communicating with any member or employee of a legislative body, or by communicatin gwith any other government official or employee who may participate in the formulation of legislation . . . . . . .

.(b) To influence the outcome of any specific public election, or to carry on, directly or indirectly, any vote r

registration drive . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(c) As a grant to an individual for travel, study, or other similar purposes by such individual . . . . .

(d) As a grant to an organization, other than a charitable, etc., organization described in paragraph (1), (2) ,

or (3) of section 509(a) of the Code . . . . . . . . . . . . . . . . . . . . . .

(e) For any purpose other than religious, charitable, scientific, literary or educational purposes or for th e

prevention of cruelty to children or animals . . . . . . . . . . . . . . . . . . .

(2) If any of questions 1(a) through 1(e) is answered "Yes," were all of such transactions excepted transaction s

described in section F, Part V of the instructions? . . . . . . . . . . . . . . . . . .

(3) With respect to part (1)(d) of this question, if you answered "Yes," did you apply the exception in item 13 o f

section F, Part V of the instructions? If "Yes," attach the statement required for such exception . . . .

MW,URqM Statement With Respect to Contributors, Compensation, etc.A. Persons who Became Substantial Contributors In 1973 (if more space is needed, attach schedule )

Name Addre s

B. Compensation of Officers, Directors and Trustees for 1973

Name and Address..r.rit v

numberTime

'devoted tposition*

Compensation

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

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

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

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

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

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

Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

C. Compensation of Five Highest Paid Employees for 1973 (Other than included in B above-see instructions)

Name and address of employees paid more than $30,000 Social securitynumber

Title Compensation

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

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

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

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

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

Total number of other employees paid over $30,000 Do-

60

Form 990-PF (1973) Page 5~~ (continued )D. Five Highest Paid Persons for Professional Services for 1973 (See instructions )

Name and adiress of peftons paid more than $30 .000 Type of service Compensatio n

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

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

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

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

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

Total number of others receiving over $30,000 for professional servi ces Do-

1[~ Capital Gains and Losses for Tax on Investment Incom ea . Kind of property . Indicate security,

r1

ea estate or other (specify)b. Description (Examples:

100 sh. of "Z" Co . .2 story brick, etc .)

c . Hm acquiredP-PurchaseO-D.nation

d . Date acquire d(mo., day, yr.)

e. Date sold(mo., day, yr .)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

----------------- __ --- -

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

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

I

-

------

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

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

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

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

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

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

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

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

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

f. Gross sales priceg. Depreciation allowed

(or allowable)h. Cost or other basi sand expense of sale

-

i . Gain or (loss)If plus g less h)

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

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

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

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

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

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

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

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

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

- .-

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

--------

-------- -

-------- -

---------

------ -

------- -

------- -

--------

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

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

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

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

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

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

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

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

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

Complete only for assets showing gain in column i and owned by the foundation on 12/31/69m . Enter losses from col. i, and gains

j . F.M .V . as of 12/31/69k. Adjusted basis

as of 12/31/691 . Excess of col . iover col. k . if any

(excess of col . i gain over col . 1 .but not less than zero )

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

------ -

-------

-------

-- ---- -

------- -

------- -

--------

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

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

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

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

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

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

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

2 Net capital gain (loss) . If gain, also enter on line 8, Part I . . . . . . . . .

3 Net short-term capital gain (loss) as defined in section 1222(5) and (6) . . . . .

. .

. .

61


01MZM Computation of Distributable Amount for 1973 (See instructions-not applicable to operating foun -dations )

I Adjusted net income from line 25(c), Part I . . . . . . . . . . . . . . . . . . . . .

2 Minimum investment return from line 6 or 7, Part IX . . . . . . . . . . . . . . . . . .

3 Enter the higher of line I or line 2 . . . . . . . . . . . . . . . . . . . . . . . .

4 Enter sum of : (a) Tax on investment income for 1973 from Part 11 . . . . . . .

1(b) Income tax on unrelated business income for 1973 (Form 990-T) . .

5 Distributable amount (line 3 less line 4) . . . . . . . . . . . . . . . . . . . . . .

6 Adjustments to distributable amount (see instructions) . . . . . . . . . . . . . . . . .

7 Distributable amount as adjusted (line 5 plus or minus line 6)-also enter on line 1, Part XI o v a o v 0 1_

ff~~ Minimum Investment Return for 1973 (Operating Foundations-See Instructions )

I Fair market value of assets not used (or held for use) directly in carrying out exempt purpose :

(a) Monthly average of securities at fair market value

(b) Monthly average of cash balances

(c) Fair market value of all other assets (see instructions) . . . . . . . . . . . . . . . .

(d) Total (add lines (a), (b), and (c) )

2 Acquisition indebtedness applicable to line I assets . . . . . . . . . . . . . . . . . .

3 Line 1(d) less line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . --------------------- -

4 Cash deemed held for charitable activities-enter 11/2% of line 3 (for greater amount, see instructions)

5 Line 3 less line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

6 Organizations organized after May 26, 1969, and all Operating Foundations enter 5 .25% of line 5

7 Organizations (other than operating foundations) organized before May 27, 1969, enter 4.375% of line 5

11~~ Qualifying Distributions in 1973 (See instructions )

1 Amounts paid (including administrative expenses) to accomplish charitable, etc ., purpose :

(a) Expenses, contributions, gifts, etc .-total from line 24, column (D), Part I . . . . . . . . .

(b) Program related investments (see instructions) . . . . . . . . . . . . . . . . . .

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

3 Amounts set aside for specific projects which are for charitable, etc ., purposes . . . . . . . . .

4 Total qualifying distributions made in 1973 (add lines 1, 2, and 3) . . . . . . . . . . . . .

62

Form 990-PF (1973)Page 7

1[~ Computation of Undistributed Income (See instructions) Corpus 1970 1971 1972 197 3

1 Enter distributable amounts : For 1973, enteramountfrom line7, PartV111 ; for prior years ,

enter amounts from 1972 return . . . . . . . . . . . . . . . . .

2 1970 qualifying distributions (as shown on 1972 return) to be applied . 1 $ -

(a) Amount applied to 1970, but not more than the distributable amount for 1970 . . . 0=1111110111111111111 NIV111=11111111114111

(b) Remaining amount-treated as an excess distribution out of corpus . . . . . .

3 1971 qualifying distributions (as shown on 1972 return) to be applied $

(a) Amount applied to remaining undistributed income (if any) for 1970 . . . . .

(b) Amount treated as a distribution out of corpus (election required-see instructions)7M

(c) Amount applied to 1971, but not more than the distributable amount for 1971 . . . AMMON= rMOOMMONEWSM// VOWWWONEW,(d) Remaining amount (if any)-treated as an excess distribution of corpus . . . .

4 Excess 1970 distributions, treated as a distribution of corpus in 1970 (line 2(b)), applied

as a carryover to remaining undistributed income (if any) for 1971 . . . . . . .

OWNS

1/10/10//5 1972 qualifying distributions (as shown on 1972 return) to be applied I $

(a) Amount applied to Temaining undistributed income (if any) for 1971 . . . . . V-Z/// PZ///// I NOWN(b) Amount treated as a distribution out of corpus or applied to the remaining undis -

tributed income (if any) for 1970 (election required-see instructions) . . . . .111101111110111111111rl

(c) Amount applied to 1972, but not more than the distributable amount for 1972 . . .MENEM

(d) Remaining amount, if any, treated as an excess distribution of corpus . . . . . WNW/WWWWW/1, V11111111101111111011116 Excess 1970 and 1971 distributions, treated as a distribution of corpus in 1970 and 1971 ,

applied as a carryover to remaining undistributed income (if any) for 1972 . . . . . ME M/111NOMENEVENE/7 1973 qualifying distributions (from Part X) to be applied . . . . 1 $

(a) Amount applied to remaining undistributed income (if any) for 1972 . . . . .

(b) Amount treated as a distribution out of corpus or applied to the remaining undis -

tributed income (if any) for 1970 and 1971 (election required-see instructions )

(c) Amount applied to 1973, but not more than the distributable amount for 1973 . . ..(d) Rer~aining amount (if any) treated as an excess distribution of corpus . . . . .

8 Excess 1970, 1971 and 1972 distributions, treated as a distribution of corpus in 1970 ,

1971 and 1972, applied as a carryover to remaining undistributed income for 197 3

9 Total qualifying distributions applied to 1970, 1971, 1972, and 1973 (add amounts i n

each column, lines 2 through 8) * See instructions for Corpus column . . . . . .

10 Undistributed income as of end of taxable year beginning in 1973 (li ne 1 less line 9)

(The amount in each column other than 1973 is subject to tax and must be reported o n

Form 4720) . . . . . . . . . . . . . .

. . . * ' * . . . .

FEE///"

ENO11 Distributions required to be made by the foundation

0

ut of corpus so that restrictionswill not be imposed on the charitable contributions deductions or qualifying distribution sof certain donors (see instructions) . Enter in "corpus" column the sum of such distribu -tions shown in yearly columns . . . . . . . . . . . . . . . . . . .

12 Net balance of distributions from corpus available for carryover to 1974 as an exces s

istribution-line 9 less line 11 . . . . . . . . . . . . . . . . . . .

NMI //F///-///711111711- F//

Form 990-PF (1973) Page

JL~~ Private Operating Foundations (See instructions and Question 1, Part V)I If the foundation has received a ruling o r determination l etter that it is an "operating" foundation, and such

ruling is effective for 1973, enter the date of such ruling . . . . . . . . . . . . . . . .

Taxable year Prior Three Years

. .

2 (a) Adjusted net income (from line 1973 1972 1971 1970Tota l

25(c), Part I for 1973 . Enter cor -

responding amount for prio r

years) . . . . . . . . .

(b) 85% of line (a) . . . . . .

(c) Qualifying distributions from lin e

4, Part X for 1973 (enter corre -

sponding amount for prior years) .

(d) Amounts included in (c) not di -

rectly for active conduct of exempt

activities . . . . . . . .

(e) Qualifying distributions directly for

active conduct of exempt purposes

(fine (c) less line (d)) . . . .

3 Complete the alternative test in (a) ,

(b) or (c) on which the organizatio n

relies .

(a) "Assets" alternative test nter :

(i) Value of all assets . . . .

(ii) Value of assets qualifyin g

under section 4942(j)(3)(B)(i )

(b) "Endowment" alternative test-

enter 2A of minimum investmentreturn shown on line 6, Part IX, fo r

1973 (enter 2/3 of comparable

amount for prior years) . . . .

(c) "Support" alternative test enter:(i) Total support other tha n

gross investment income (in-

terest, dividends, rents or roy-

aities) . . . . . . . .

(ii) Support from general publi c

and 5 or more exempt organi -

zations as provided in sectio n

4942(j)(3)(8)(iii) . . . .

(iii) Largest amount of support

from an exempt organizatio n

(see instructions) . . . .

Ov) Gross investment income

U .S . GOVIERNMENT PRINTING OFFICE : 1971-0-500-04 3

64

CHECEMW - REPORTING CHARACTERISTICS OF FORM 990-PF, TAX YEAR 1973, PROJECT NO . 74-747

Documen

a. No . . . . . . . . . . . . . . . . . . . . . . . . . . of~7

b . Yes . . . . . . . . . . . . . . . . . . . . . . . . . 1,~:7

7 . Is box marked "Exemption Pending"checked?

DistrictCode

Locator Number - (Information Item )

Tax Class andDocument Code

ControlDate

BlockControl

General Information

1 . Serial number 7

SerialNumber

Card 1Column

2 . Card mmnber lgf

3 . What is the pre-printed year*at.

4 .

Month Year

Z7 Z7 9 Z75. What is the Fair Maxket Value

of Assets?

a. Zero or no entry . . . . . . . . . . . qL7

b . Under 5,000 . . . . . . . . . . . . . . . . 1Z7

c . 5,000 under 10,000 . . . . . . . . . 2,~7

d . 10,000 under 25,000 . . . . . . . . 3Z7

e . 25,000 under 100,000 . . . . . . . 4Z:7

f. 100,000 under 500,000 . . . . . . 5.,~7

g. 500,000 under 1,000,000 . . . . 6Z7

h. 1,000,000 under10,000,000 . . . . . . . . . . . . . . . . . 7L7

1 . 10,000,000 under

j .

50,000,000 . . . . . . . . . . . . . . . . . 8jE7

50,000,000 and over . . . . . . . . 9,f7

6 . Is box marked "Foreign Organization"checked?

a. No . . . . . . . . . . . . . . . . . . . . . . . . . OZ7

b . Yes . . . . . . . . . . . . . . . . . . . . . . . . L7

Form M-0960 (6/74 )

the'top right corner of theForm 990-PP?

a . 1973 . . . . . . . . . . . . . . . . . . . . . . .0jg

b . Prior to 1973 . . . . . . . . . . . . . . 1,f:7

What is the date of theexemption letter?

1-518 . What ~s the first three-&igi tprincipal Activity Code entered by

6 the taxpayer9

General Information--Cont .

a. No . . . . . . . . . . . . . . . . . . . . . . . . . . 0,~:7

b . Yes . . . . . . . . . . . . . . . . . . . . . . . . . 1,~:7

9 . Are the words "Final Return" at thetop of page I of the return?

7

10 . Is there an entry on Line 3(b), Part I

8-11

a. No entry, no Form 275 8attached . . . . . . . . . . . . . . . . . . . . %~7

b . No entry, Form 275 8attached . . . . . . . . . . . . . . . . . . . . 1Z7Rntrv . No Form 271, 8

d . Entry, Form 2758 attached . . . 3,/.:7

C.d 1CnIumn

1 4

attached . . . . . . . . . . . . . . . . . . . . 2,_j

Part I General Information

11 . Is there an entry for GrossContributions, Gifts, Grantsetc ., Line 1 ?

1 2

)

13

a. No entry . . . . . . . . . . . . . . . . . . . . o,~-.T

b . Entry . . . . . . . . . . . . . . . . . . . . . . . 1.L7

12 . Is there an entry for Contributionsfrom Split-Interest Trusts,'Line 2 ?

a. No entry . . . . . . . . . . . . . . . . . . . . o,~-,7

b. Entry . . . . . . . . . . . . . . . . . . . . . . . 1L7

13 . Is there! an entry for Gross Dues andAssessments, Line 3?

a. No entry . . . . . . . . . . . . . . . . . . . . oL7

b . Entry . . . . . . . . . . . . . . . . . . . . . . . 1L7

01 Internal Revenue Servic e

65

Serial Number-j(Do Not Pun.hT


14. Are there entries for Interest,Line 4?

a. No entries . . . . . . . . . . . . . . . . of,7

b . Entry in Column A only . . . . 1,L~7

c . Entry in Column B only . . . . 2,f,7

d . Entry in Column C only . . . . 3Z7

e. Entries in Columns Aand B only . . . . . . . . . : . . . . . .

f . Entries in Columns A

#g .

and C only . . . . . . . . . . . . . . . .

Entries in Columns B

Card 1Column 1

4,~7

50

and C only . . . . . . . . . . . . . . . . 6Z7

h. Entries in Columns A ,B, and C . . . . . . . . . . . . . .

. . .. 70

15 . Are there entries for Dividends,Line 5?

a. No entries . . . . . . . . . . . . . . . . 02:71

b . Entry in Column A only . . . . 11f 7

c . Entry in Column B only . . . . 2,f

d . Entry in Column C only . . . . 3ZJ

e. Entries in Columns A . . . . 0and B only . . . . . . . . . . . .

f . Entries in Columns Aand C only . . . . . . . . . . . .

. . . .5L~

g . Entries in Columns Band C only . . . . . . . . . . . .

. . . .6L~

h. Entries in Columns A ,B, and C . . . . . . . . . . . . . .

. . . .

16 . Are there any entries forGross Rents and Royalties,Line 6 ?

a. No entries . . . . . . . . . . . . . . . . of~

b . Entry in Column A only . . . . Zj-

c . Entry in Column B only . . . . 2,~J-

d . Entry in Column C only . . . . 3Z~

e. Entries in Columns Aand B only . . . . . . . . . . . .

. . . .42~

Form M-0960 (6/74)

1 Information-Cont .Genera *

16--Cont .

f . Entries in Columns Aand C only . . . . . . . . . . . . . . . .

g . Entries in Columns . . BC only . . . . . . . . . . . . . . . .and

.h. Entries in Columns A ,

B, and C . . . . . . . . . . . . .. . . . .

5f7

6.,f7

7f7

Card 1Cnlumn

25

17 . Is there an entry for Net Gain(Loss) from Sale of Assets,Line 7 ?

a. No entry . . . . . . . . . . . . . . . . . . OZ7

b. Entry . . . . . . . . . . . . . . . . . . . . . lf7

18 . What amount is entered for NetCapital Gain, Line 8?

a. Zero or no entry . . . . . . . . . .

b . Under 5,oo6*. . . . . . . . . . . . . . .

c . 5,000 under 10,0001 . . . . . . .

d. 10,000 under' 25,000 . . . . . . .

e . 25,000 under 100,000 . . . . . .

f . 100,000 under 500,000 . . . . .

g . 500,00 under 1,000,000 . . .

o,~-.7

1L172,~S7

3Z7

405,~S7

60

h . 1,000,000 under10,000,000 . . . . . .

. . . . . . . . . .70

i . 10,000,000 under50,ooo,ooo . . . . . . .

. . . . . . . . .

j . .50,000,000 and over . . . . ~ . .

809L7

19 . Is there an entry for Net ShortTerm Capital Gain, Line 9?

a. No entry . . . . . . . . . . . . . . . . . . OL-1

b . Entry . . . . . . . . . . . . . . . . . . . . . :L,~-,7

20. Is there an entry for IncomeModifications, Line 10?

a. No entry . . . . . . . . . . . . . . . . .. O'f~7

b . Entry . . . . . . . . . . . . . .. . . . . . . . 1.,~7

2 6

02 Internal Revenue Service

66

Serial Number /(Do Not Pan

General Information-Cont .ard I

CColumn General Information-Cont .ard 1

21 . Are there entries for Gross 25 . What amount is entered for Total ,Profit from any Business Line 13, Column A?Activities, Line 11?

a . Zero or no entry. . . . . . . . . . . qE7a. No entries . . . . . . . . . . . . . . . 019 - b . Under 5,000 . . . . . . . . . . . . . . . . 1Z7b . Entry in Column A only . . . lZ7

30 c . 5,000 under 10,000 . . . . . . . . . 20c . Entry in Column C only . . . 20

d . 10,000 under 25,000 . . . . . . . . 30d . E~triea in both Columns

A and C . . . . . . . . . . . . . . . . . . 3Z7 a . 25,000 under 100,000 . . . . . . . 40

22 . Are there entries for Other f . 100,000 under 500,000 . . . . . . 50 39Income, Line-12?

9 . 500,000 under 1,000,000 . . . . 6Z7a. No entries . . . . . . . . . . . . . . . of;7

h . 1,000,000 underb . Entry in Column A only . . . 10 10,000,000 . . . . . . . . . . . . . . . . . . 70

31c . Entry in Column C only . . . 2Z7 1 . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . . . . 80d . Entries in both Columns

A and C . . . . . . . . . . . . . . . . . . 3,C,7 J . 50,000,000 and over . . . . . . . . 9,0

23 . Enter the number of the Line 26 . What amount is entered for Total ,item with the larcest dollar Line 13, Coll- B ?amount (Lines 1-12)

a . Zero or no entry . . . . . . . . . . . 00a . In Column A Line 32-33

b . Under 5,000 . . . . . . . . . . . . . . . . 1 ,~7b . In Column B Line 0 0 34-35

.c . 5,000 under 10,000 . . . . . . . . . . 2f7

c . In Column C Line Z7 Z7 36-37d . 10,000 under 25,000 . . . . . . . . 3Z7

24. Are there entries for TotalReceipts, Line 13? a . 25,000 under 100,000 . . . . . . . 4,f,7

a. -No entries . . . . . . . . . . . . . . . OZ7 f . 100,000 under 500,000 . . . . . . 5f7 4o

b . Entry in Column A only. . . lZ7 9 . 500,000 under 1,000,000 . . . . 6Z7

c. Entry in Column 3 only . . . 2Z7 h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . . . . 7Z7

d . Entry in Column C Only . . . 3Z71 . 10,000,000 under

e~ Entries in Columns A 38 50,000,000 . . . . . . . . . . . . . . . . . 8Z7and B only . . . . . . . . . . . . . . . 4,C

j . 50,000,000 and over . . . . . . . . 9Z7f. Entries in Columns A

and C only . . . . . . . . . . . . . . . 5E7

g . Entries in Columns Band C only . . . . . . . . . . . . . . . 6Z7

h. Entries in Columns A ,B and C . . . . . . . . . . . . . . . . . . 7Z7

Fo=i M-0960 (6/74) 03 Internal Revenue Servic e

67

Serial Number / 7(Do Not

card 1 Caxd I

General Information-Cont . Column General Information-Cont . Column

27 . What amount is entered for 29 . Are there entries for Other

Total, Line 13, Column C? Salaries and Wages, Line 15?

a . Zero or no entry . . . . . . . . . . oZ7 a . Column A

b . Under 5,000 . . . . . . . . . . . . . . . IZ7 1 . No entry . . . . . . . . . . . . . . . oZ746

c . 5,000 under 10,000 . . . . . . . . 2E7 2 . Entry . . . . . . . . . . . . . . . . . .

d . 10,000 under 25,000 . . . . . . . 3Z7 b . Column B

e . 25,000 under 100,000 . . . . . . 4.0 1 . No entry . . . . . . . . . . . . . . . OZ74 7

f . 100,000 under 500,000 . . . . . 5Z7 41 2 . Entry . . . . . . . . . . . . . . . . . . 1Z7g . 500,000 under 1,000,000 . . . 6L7 c . Column C

h . 1,000,000 under 1 . No entry . . . . . . . . . . . . . . . o.010,000,000 . . . . . . . . . . . . . . . . 7Z7

74 8

2. Entry . . . . . . . . . . . . . . . . . . V1 . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . . . 8L7 d . Column D

J . 50,000,000 and over . . . . . . . 9L7 1 . No entry . . . . . . . . . . . . . . . OL749

28 . Are there entries for 2 . Entry . . . . . . . . . . . . . . . . . . 1L7Compensation of Officers .Line 14? 30 . Are there entries for Other Employee

Benefits, Line 16 ?

a . Column Aa . Column A

1 . No entry . . . . . . . . . . . . . .

O'~:7

1 N tr of-7

2 . Entry . . . . . . . . . . . . . . . . . :LL7

42

. o en y . . . . . . . . . . . . . . . ,

1L750

2 . Entry . . . . . . . . . . . . . . . . . .b . Column 3

b . Column B1 . No entry . . . . . . . . . . . . . .

ojf~7

1 N trOL72. Entry . . . . . . . . . . . . . . . . . 1L7

43 . o en y . . . . . . . . . . . . . . .

IL75 1

2 . Entry . . . . . . . . . . . . . . . . . .

C . Column Cc . Column C

1 . No entry . . . . . . . . . . . . . . oL71 N ntr PL7

2 . Entry . . . . . . . . . . . . . . . . . lL744 . o e y . . . . . . . . . . . . . . .

IL752

2 . Entry . . . . . . . . . . . . . . . . . .d . Column 1)

d . Column D

1 . No entry . . . . . . . . . . . . . . oL71 N tr oL7

2 . Entry . . . . . . . . . . . . . . . . . 'L745 . o en y . . . . . . . . . . . . . . .

tE2 1053

n ry . . . . . . . . . . . . . . . . . .. .


68

Serial Number(Do Not Punch)

General Info-tion--Cont .Card ICc

General Information-Cont . Card 1rnlim m

31 . Are there entries for 32-Cont .Investment, Legal andOther Professional c . Column CServices, Line 17?

a. Column A1 . No entry . . . . . . . . . . . . . . . 019

6o1 . No entry . . . . . . . . . . . . . .

04~72 . Entry . . . . . . . . . . . . . . . . . . 1.0

)542 . Entry . . . . . . . . . . . . . . . . . 119 d . Column D

b. Column B 1 . No entry . . . . . . . . . . . . . . . 01961

1 . No entry . . . . . . . . . . . . . .

OZ72 . Entry . . . . . . . . . . . . . . . . . . 1Z7

552 . Entry . . . . . . . . . . . . . . . . . 10 33 . Are there entries fo r

Taxes, Line 19?c . Column C

a. Column A1 . No entry. . . . . . . . . . . . . .

OJ~7 56 1 . No entry . . . . . . . . . . . . . . . 0192. Entry . . . . . . . . . . . . . . . . . 119 62

2. Entry . . . . . . . . . . . . . . . . . . 10di Column D .

1 . No entry . . . . . . . . . . . . . .oj~J7 D . Uo .Lumn b

2. Entry . . . . . . . . . . . . . . . . . if:757 1 . No entry . . . . . . . . . . . . . . .

00 )632. Entry . . . . . . . . . . . . . . . . . . 11932 . Are there entries for I

Interest, Line 18?c . Column C

a. Column A1 . No entry . . . . . . . . . . . . . . .

OZ71 . No entry . . . . . . . . . . . . . .

OZ72 . Entry . . . . . . . . . . . . . . . . . . 1L7

6 4

582. Entry . . . . . . . . . . . . . . . . . -10 d . Column D

b . Column B1 . No entry . . . . . . . . . . . . . . .

OZ71 . No entry . . . . . . . . . . . . . . 00 2 Entr lZ76 5

59. y. . . . . . . . . . . . . . . . . .

2. Entry . . . . . . . . . . . . . . . . . IZ7

Fomm M-0960 (6/74) 05 Internal Revenue Servic e

'69

Serial Number /(Do Not

General Infommation-Cont .

34. Are there entries forDepreciation, Amortization,and Depletion, Line 20?

a. Column A

Card 1Column

1 . No entry . . . . . . . . . . . . . . oZ766

2 . Entry . . . . . . . . . . . . . . . . . 1.0 )

b. Column B

1. No entry. . . . . . . . . . . . . . OZ72. Entry . . . . . . . . . . . . . . . . . IZ7

c. Column C

1. No entry. . . . . . . . . . . . . . OZ72. Entry . . . . . . . . . . . . . . . . . 119

35. Are there entries for Rent,Line 21 ?

a . Column A

1 . No entry. . . . . . . . . . . . . . 019

2. Entry . . . . . . . . . . . . . . . . . 119

b. Column B

1 . No entry. . . . . . . . . . . . .. 019

2. Entry . . . . . . . . . . . . . . . . . IZ7

c. Column C

1 . No entry. . . . . . . . . . . . .. 019

2 . Entry . . . . . . . . . . . . . . . . . 'Z7

d. Column D

1 . No entry . . . . . . . . . . . . . . OZ72 . Entry . . . . . . . . . . . . . . . . . IZ7

67

68

) 6

9

) 7

0

71

) 72


36A . Are there entries forOther Expen es, Line 22?

a . Column A

1 . NO entry . . . . . . . . . . . . . . OZ72 . Entry . . . . . . . . . . . . . . . . . . "~Y

b . Column 3

1 . No entry . . . . . . . . . . . . . . 019

2. Entry . . . . . . . . . . . . . . . . . 119

c . Column C

1 . NO entry . . . . . . . . . . . . . . OZ72. Entry . . . . . . . . . . . . . . . . . 119

d . Column D

Card 1Column

7 3

74

75

1. No entry . . . . . . . . . . . . . . OLJ

2. Entry . . . . . . . . . . . . . . . . lj~-j7

36B . If there is an entry on Line 22,is there an attached schedule ?

a. No entries on Line 22 . . . . . . . 019

b. No schedule attached. . . . . . 119

c. Schedule attached . . . . . . . . . 2,g

37A . What amount is enteredfor Gifts and Grants,Line 23, Column A?

a. Zero or no entry . . . . . . . . . . oL7b . Under 5,000 . . . . . . . . . . . . . . . 'L7

C . 5,000 under 10,000 . . . . . . . . 2L7

76

177

Cont .


70

D

Serlal Number(Do Not Punch )

General Information-Cont .Card IColumn General Information-Cont .

Card 1Cnlimm

37A . What amount is entered for 3TB--Cont .Gifts and Grants, Line 23 ,Column A?---Cont . 1 . 10,000,000 under

. 50,000,000 . . . . . . . . . . . . . . 8,~7 79d. 10,000 und 25,000. . . . 3,9

j . 50,000,000 and over . . . . . 927a. 259000 under 100,000 . . . V7f . 100,000 under 50

38. What amount is enteredfor Total, Line 24 ,Col.= D ?

g. 5W,000 under1,000,000 . . . . . .

. . . . . . .. 6Z7 78 a. Zero or no entry. . . . . . .

. 0,0

h* 1,000,000 under b. Under 5,000 . . . . . . . . . . . . . 1010,00010000 . . . . . .

. . . . . .70

5,000 under lo,ooo . . . . . . . 201. 1.0,000,000 under

509000,000 . . . . . . .. . . . .

. 80 d. 10,000 under 25,000 . . . . . 30

J. 5OpOOOqOOO and over . . . . 90 a . 25,000 under 100,000 . . . . 40

371B . What amount is entered 1. 100,000 under 500,OW . . . 50 80for Gifts and Grants ,Idne 23, Column D? g . 500,000 under

1,000,000 . . . . . . . . . . . . . o . 60a. Zero or no entry . . . . . . . 00

b. under 5,ooo . . . . . . . . . . . . 10h. lvOOOvOOO under

10,000,000 . . . . . . . . . . . . . . 70

c- 59000 under 10,000 . . . . . 20 1. 10,000,000 under50,000,000 . . . . . . . . . . . . . . 80

d. 10,000 under 25,000 . . . . 30J . 50,000,000 and over. . . . . 9jg

a. 25,000 under 100,000 . . . 40

f. 100,000 under 500,000 . . 50

g. 500,000 under1,000,000 . . . . . .

. . . . . . . .60

h. 1,000,000 under10,000,000 . . . . . . .

. . . . . .70

Fb= M-0960 (6/74) 07 Internal Revenue Service

71

jerial Number / 7(Do Not Punch )

Card 2 Card 2General Information-Cont . Column Paxt II Cc

Serial number - duplicate column 1-5from Card 1 . 1-5 42 . Is there an entry for Domestic

Organizations, Line 1 ?

Card number . . . . . . . . . . . . . . . . . . . . . . . . . 2,~g 6a No entr oZ7y . . . . . . . . . . . . . . . . . . ..

39 . What amount is entered for10

Excess of Receipts over b . Entry . . . . . . . . . . . I . . . . . . . . . . lZ7Expenditures, Line 25(a)?

43 . Is there an entry for Foreig n

a. No entry . . . . . . . . . . . .

. . . . . .

O.,f7 Organizations, Line 2(a) ?

b. Under 300 . . . . . . . . . . . . . . . . . 1Z7 a. No entry . . . . . . . . . . . . . . . . . . . oZ7c . 300 under 500 . . . . . . . . . . . . . 2,f7 b . Entry . . . . . . . . . . . . . . . . . . . . . . 1,~-~7

d. 500 under 700 . . . . . . . . . . . . . 3,~7Part IT-1

e . 700 under 1,000 . . . . . . . . . . . 4Z:7

f. 1,000 and over . . . . . . . . . . . . 5~g 44 . Is there an entry for Depreciabl e(depletable) Assets, Line 10 ,

40 . What amount is entered for Column B?Net Investment Income, Line 25(b)?

a . Line Ba. No entry . .. . . . . . . . . . . . . . . . . OZ7

1 No entr OZ7b . Under 300 . . . . . . . . . . . . . . . . . /-714--/

y . . . . . . . . . . . . . . ..

2 Entr 1E7c . 300 under 500 . . . . . . . . . . . . . 2,E7

y . . . . . . . . . . . . . . . . . .. ,

8 b . Line D

d. 500 under 700 . . . . . . . . . . . . . 3,91 . No entry . . . . . . . . . . . . . . . of~7

e . 700 under 1,000 . . . . . . . . . . . 4Z72 Entr if~7

13

f . 1,000 and over . . . . . . . . . . . . 5Z:7 Jy . . . . . . . . . . . . . . . . . ..

45 . Is there an entry for Land ,

41 . What amo-unt is entered for Line 11, Column D?

Adjusted Net Income, Line 25(c)?a. Line A

a. No entry . . . . . . . . . . . . . . . . . . OZ71 No entr oZ7

b . Under 300 . . . . . . . . . . . . . . . . . 1,f7y . . . . . . . . . . . . . . ..

142 . Entry . . . . . . . . . . . . . . . . . . 11f:7

c . 300 under 500 . . . . . . . . . . . . . 2,f7

9 b . Line B

d. 500 under 700 . . . . . . . . . . . . . 3,f71 . No entry . . . . . . . . . . . . . . .

OZ7e . 700 under 1,000 . . . . . . . . . . . 4,E72 Entr 1 S7

1 5

f . 1,000 and over . . . . . . . . . . . . 5Z7y . . . . . . . . . . . . . . . . . .. ,~

Porm M-0960 kb/ 14) o8

72


Serial Number /(Do Not PunchT-/

Part III-Cont .Card 2Column Part V-Cont .

Card 2Columr,

46 . Is there an entry for Total 53 . Which box is checked on Line E?Assets, Line 13, Column D?

a . No entry. . . . . . . . . . . . . . . . . . . . of;7a . No entry . . . . . . . . . . . . . . . . . .

O'~:7 ) 16 b . "No" box checked . . . . . . . . . . . . if~7 2 3b . Entry . . . . . . . . . . . .

. . . . . . . . .

1Z7c . "Yea" box checked . . . . . . . . . . . 2,f-,7

47 . Is there an entry for Othe rLiabilities, Line 17, Column D? 54 . Which box is checked on Line F?

a . No entry . . . . . . . . . . . . . . . . . .OZ7

a . No entry. . . . . . . . . . . . . . . . . . . . Of~7)17

b . Entry . . . . . . . . . . . . . . . . . . . . . b . "No" box checked . . . . . . . . . . . . IZ7 24

48 . Is there an entry for Total c. "Yea" box checked . . . . . . . . . . . 2,gLiabilities, Line 18, Column D?

55 . Which box is checked on Line H(2) ?a . No entry . . . . . . . . . . . . . . . . . .

18 a. No entry . . . . . . . . . . . . . . . . . . . . o,~-,7b . Entry . . . . . . . . . . . . . . . . . . . . . 1Z7

b . "No" box checked . . . . . . . . . . . . lZ7 2549 . Is there an entry for Total Net

Worth(fund balances), Line 21, c . "Yea" box checked . . . . . . . . . . . 2,~7

Column D?

a . No entry . . . . . . . . . . . . . . . . . . O.E7

6 . If any of the questions J(1)(a )through J(1)(f) are answered 11yes l

r'

b . Entry . . . . . . . . . . . . . . . . . . . . . 1.,ig jacts excepted

acts, (Line J(2,)) ?

a. There axe no "yes" entrie sPart V on lines l(a) through l(f) . . OZ7

50 . Which box is checked on Line A? b . There is no entry for Lin eJ2 . . . . . . . . . . . . . . . . . . . . . . . . . .

a . No'entry . . . . . . . . . . . . . . . . . . OZ7 c . "No" box checked for Line 26b . "No" box ahecked . . . . . . . . . . 1.,~7 20 J2 . . . . . . . . . . . . . . . . . . . . . . . . . . 2.0

c . "Yes" box checked . . . . . . . . .2E7 d . "Yesll box checked for, j .

Line 2 . . . . . . . . . . . . . . . . . . . . 3,f~7

51 . Which box is checked on Line B?57 . What box is checked on Line M(l) ?

a . No entry . . . . . . . . . . . . . . . . . . o,~~7a. No entry . . . . . . . . . . . . . . . . . . . . of~7

b . "No" box checked . . . . . . . . . . lg 2 1

I

-b . "No" box checked . . . . . . . . . . . . ij~,7 2 7C . "Yea" box checked . . . . . . . . .

2 Z7- c . "Yes" box checked . . . . . . . . . . . 2f~7

52 . Whioh box is checked on Line C?58 . Is a Form 4720 attached to

a . No entry. . . . . . . . . . . . . . . . . . 027the return?

b . "No" box checked . . . . . . . . . . 1,C,7 22 a. No . . . . . . . . . . . . . . . . . . . . . . . . . . of;728

0 . "Yes" box checked . . . . . . . . 2J~7 b . Yes . . . . . . . . . . . . . . . . . . . . . . . . . lf7


73

Serial Number 7(Do Not Punch )

Part V--Cont .Card 2Column Part V--Cont .

Card 2Column

59 . What box is checked for Line 54--Cont .N(l)(a) ?

a. No entry . . . . . . . . . . . . . . . . . . 0,~7 C . "No" box checked forLine N(2) . . . . . . . . . . . . . . . . . . . 2,~7

b . "No" box checked . . . . . . . . . . 1,~7 29 34d . "Yes" box checked for

c . "Yea" box checked . . . . . . . . . 2,~7 Line N(2).

.. . . . . . . . . . . . . . . . .

3.,~760 . What box is checked for 55 . If question N(l)(d) is answere d

Line N(l)(b)? "yes," did the taxpayer appl ythe exception in item 13 of

a. No entry . . . . . . . . . . . . . . . . . . OZ7 Section F, Part V of theinstructions (Line NOW

b. "No" box checked . . . . . . . . . .

1.4~7

30a. Question N(l)(d) is no t

C . "Yes" box checked . . . . . . . . . 2,f~7 answered "yes" . . . . . . . . . . . . . O.,f761 . What box is checked for b . There is no entry fo r

Line N(1)(c)? Line NO) . . . . . . . . . . . . . . . . . . . 12:735

a. No entry . . . . . . . . . . . . . . . . . . CZ7 c . "No" box checked fo rLine NO) . . . . . . . . . . . . . . . . . . . 2,~~-7

b . "No" box checked . . . . . . . . . . 1,~:7 31d . "Yes" box checked fo r

C . "Yes" box checked . . . . . . . . . 2,~S7 Line NO) . . . . . . . . . . . . . . . . . . . 3Z762 . What box is checked for

Line N(l)(d)? Part VI

a. No entry . . . . . . . . . . . . . . . . . . . OZ7 56 . How many entries are there inPart VI, Section C, Highest

b . "No" box checked . . . . . . . . . .

J,L;7

32 Paid Employees?

c . "Yes" box checked . . . . . . . . . 2Z7 a. None . . . . . . . . . . . . . . . . . . . . . . . .

O'~~

63 . What box is checked for b . One . . . . . . . . . . . . . . . . . . . . . . . . . 1~7Line N(l)(e)?

.

c . Two . . . . . . . . . . . . . . . . . . . . . . . . . 2,~:7a. No entry . . . . . . . . . . . . . . . . . . 0,~7

-d . Three . . . . . . . . . . . . . . . . . . . . . . . 3,~,7 3 6

b . "No" box checked . . . . .

. . . . .

V7 33e . Four . . . . . . . . . . . . . . . . . . . . . . . 4Z7

c . "Yes" box checked . . . . . . . . . 2Z7f . Five . . . . . . . . . . . . . . . . . . . . . . . . 5f;7

64 . If any of Questions N(l)(a)through N(l)(e) are answered g . More than Five . . . . . . . . . . . . . . 6,~-,7"yes," were all of suchtM

sactions excepted transaction s(Line N(2))?

a. There are no "yes" entrieson Lines N(l)(a) throughN(l)(e) . . . . . . . . . . . . . . . . . . . OZ7

b . There is no entry forLine N(2) . . . . . . . . . . . . . . . . . 1Z7

Form m-og6o (6/74) . 10 Internal Revenue Servic e

74

Serial Number /-/(Do Not Pun.hT

Part VI--Cont .

67 . What is the highest dollaramount of compensation listedin Part VI, Section C, Column 3?

a. No entry . . . . . . . . . . . . . . . . . . oZ7b . Under 5,000 . . . . . . . . . . . . . . . Z7c . 5,000 under 10,000 . . . . . . . . 2Z7

d. 10,000 under 25,000 . . . . . . . 3L7

e . 25,000 under 50,000 . . . . . . . . 4Z7f. 50,000 and over . . . . . . . . . . . 5E7

68 . Are any of the names listed in

Section C the same names as listedin Sections A or B?

a. No names listed inSection C . . . . . . . . .

. . . . . . . .

)Z7

Card 2C i,o m~

3

b . No . . . . . . . . . . . . . . . . . . . . . . . . 1,~~7

c . Yes . . . . . . . . . . . . . . . . . . . . . . 2Z7

69 . How many entries are there fo rPart VI, Section D, Highest PaidPersons for Professional Services ?

a. None . . . . . . . . . . . . . . . . . . . . . .

b . One . . . . . . . . . . . . . . . . . . . . . . .

c . Two . . . . . . . . . . . . . . . . . . . . . . . .

d . Three . . . . . . . . . . . . . . . . . . . . .

e. Four . . . . . . . . . . . . . .

. . . . . . . .

f . Five . . . . . . . . . . . . . . . . . . . . . .

g. More than Five . . . . . . . . . . . .

OZ71.02Z73f;7

4Z75Z7

6f~7

N

70 . Is there an entry for "Totalnumber of others receiving$30,000 or more for Professionalservices" in Part VI, Section D?

a. No entry . . . . . . . . . . . . . . . . . . 0.0b . Entry . . . . . . . . . . . . . . . . . . . . . 1,~-,7

Form M-0960 (6/74)

3

39

V

Part VI--Cont .

1 . What is the highest dollar amountof compensation listed in Part VI,Section D, Column 2 ?

a. No entry . . . . . . . . . . . . . . . . . . . . O.Z7b . Under 5,000 . . . . . . . . . . . . . . . . . 1Z7c . 5,000 under 10,000 . . . . . . . . . . 2,~7

d. 10,000 under 25,000 . . . . . . . . . 3Z,7

e . 25,000 under 50,000 . . . . . . . . . 4Z7

f . 50,000 and over . . . . . . . . . . . . . 5Z7

PaIrt VII

72 . Is there an entry for an assetshowing gain in Line 1, Column i,and owned by the foundation onDecember 31, 1969 (Line 1, Column i)?

a. No entry . . . . . . . . . . . . . . . . . . . . Of7

Card 2Column

42b . Entry . . . . . . . . . . . . . . . . . . . . . . . 1/71 1V

73 . Is there an entry for FMV, Line 1,Column .j , of asset owned 12/31/69 ?

a. No entry . . . . . . . . . . . . . . . . . . . . . OZ7b. Entry . . . . . . . . . . . . . . . . . . . . . . . 1Z7

74. Is there an entry for AdjustedBasis, Line 1, Column k, ofasset owned 12/31/69?

a. No entry . . . . . . . . . . . . . . . . . . . . 019

b. Entry . . . . . . . . . . . . . . . . . . . . . . . 119

75 . Is there an entry for excess of FMVover Column k, Line 1, Column 1, ofasset owned 12/31/69 ?

a. No entry . . . . . . . . . . . . . . . . . . . . . oZ7b. Entry . . . . . . . . . . . . . . . . . . . . . . . 1Z7

4

)44

)4 5

6. Is there an entry for Losses fromColumn i and Gains, Line 1,-Column m, of asset owned 12/31/69?

a. No entry . . . . . . . . . . . . . . . . . . . . oL7

b. Entry . . . . . . . . . . . . . . . . . . . . . . . Z7

11 Internal Revenue Servic e

75

Serial Number /(Do Not Pun.7h

I

Part VII--Cont .

77 . Is there an entry for NetCapital Gain (Loss), Part VII,Line 2 ?

a. No entry . . . . . . . . . . . . . . . . . . 019

b. Entry . . . . . . . . . . . . . . . .

. . . .

. if~7

78 . Is there an entry for Net ShortTerm Capital Gain (Loss) ,Part VII, Line 3?

a . No entry . . . . . . . . . . . . . . . . . oZ7b . Entry . . . . . . . . . . . . . . . .

. . . .

if,7

79 . What amount is entered forAdjusted Net Income, Paxt VIII,Line 1?

Cara 2Co=

')47

)48

a. Zero or no entry . . . . . . . . . . Of~7 1

b . Under 5,000 . . . . . . . . . . I.

c . 5,000 under 10,000 . . . . . . . . 2,~7

d. 10,000 under 25,000 . . . . . . . 3,f 7

e . 25,000 under 100,000 . . . . . . 4,9

f. 100,000 under 500,000 . . . . . 5Z-7

9- 500,000 under 1,000,000 . . . 6f~7

h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . . . 7,~7

i . 10,000,000 under

i -

50,000,000 . . . . . . . . . . . . . . . . pf~7

50,000,000 and over .

. . . . .

. 9Z7

80 . What amount is entered forMinimum Investment Return,Part VIII, Line 2?

a. Zero or no entry . . . . . . . . . . O.Z7

b . Under 5,000 . . . . . . . . . . . . . . . if -,7

c . 5,000 under 10,000 . .

. . . . . .

2f~7

d. 10,000 und. er 25,000 . . . . . . . 3,~S7

e . 25,000 under 100,000 . . . . . . 4Z7

f. 100,000 under 500,000 . . . . . 5Z7

g . 500,000 under 1,000,000 . . . 6,~S7

Porm M-0960 (6/74)

49

-.1

Part VIII-Cont .

BO-Cont .

h. 1,000,000 under -10 , 000,000 . . . . . . . . . . . . . . . . . 7,9

1 . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . . . . 8Z7

j. 50,000,000 and over . . . . . . . . 9Z7

31 . What amount is entered for Part VIII,

Line 3 ?

a. Zero or no entry . . . . . . . . . . . oZ7b . Under 5,000 . . . . . . . . . . . . . . . . lZ7

9.h.

c . 5,000 under 10,000 . . . . . . . . . 2Z7

d. 10,000 under 25,000 . . . . . . . . 30

e . 25,000 under 100,000 . . . . . . . 40 .

f . 100,000 under 500,000 . . . . . . 50

500,000 under 1,000,000 . . . .

1,000,000 under 10,000,000 .

i . 104000,000 under 50,000,000

i - 50,000,000 and over . . . . . . . .

2. What amount is entered forDistrilyutable Amount as Adjusted,Part VIII, Line 7?

i -

6Z77,9

8Z79Z7

a . Zero or no entry . . . . . . . . . . . OZ7b . Under 5,000 . . . . . . . . . . . . . . . . IL'~7

c . 5,000 under 10,000 . . . . . . . . . 2Z7d. 10,000 under 25,000 . . . . . . . . 3Z7e . 25,000 under 100,000 . . . . . . . 4,~S7

f. 100,000 under 500,000 . . . . . . 5Z7g . 500,000 under 1,000,000 . . . . 6Z7

h . 1,000,000 under 10,000,000 . 7L7i . 10,000,000 under 50,000,000 8Z7

50,000,000 and over . . . . . . . . 9L7

Card 2Column

L .,

12 Internal Revenue Service

76

Serial Number 7(Do Not Punch )

Part IX

83 . Is there an entry for Total FairMarket Value of Assets not useddirectly in carrying out ExemptPurpose, Line l(d)?

a. No entry . . . . . . . . . .

. . . . . . . .

CJ~7b. Entry . . . . . . . . . . . . . . . . . . . . . :L,~-,7

84 . Is there an entry for Cash Deemedheld for Charitable Activities,Part IX, Line 4?

a. No entry . . . . . . . . . . . . . . . . . .

85 .

b . Entry . . . . . . . . . . . . . . . . . . . . .

What amount is entered forOrganizations organized afterMay 269 1969, Line 6?

a .

b .

c .

d .

a .

f .

9 .

h.

1 .

J .

86 .

Zero or no entry . . . . . . . . . .

Under 5,000 . . . . . . . . . . . . . . .

5.000 under 10 .000 . . . . . . . .

10,000 under 25,000 . . . . . . .

25,000 under 100,000 . . . . . .

100,000 under 500,000 . . . . .

5oo,ooo under 1,GOO,000 . . .

1,000,000 under10,000,000 . . . . . . . . . . . . . . . .

10,000,000 under50,000,000 . . . . . . . . . . . . . . . .

50,000,000 and over . . . . . . .

What amount is entered forOrganizations organized beforeMay 27, 1969, Line 7 ?

a .

b.

c .

d .

a .

f .

Zero or no entry . . . . . . . . . .

Under 5,000 . . . . . . . . . . . . . . .

5,000 under 10,000 . . . . . . . .

10,000 under 25,000 . . . . . . .

25,000 under 100,000 . . . . . .

100,000 under 500,000 . . . . .

rorm m-og6o (6/74)

Card 2Column

OZ7

iz7

53

54)

Qualifying Distributions madein 1973, Part X, Line 4?

OZ7:LZ72/7

3,~7

4Z75Z7

6,~71-

7,~7

PZ79,0

0.0

',~721:7

3Z7

4Z7

5Z7

55

86-cont .

Part IX--Cont .

g . 500,000 under 1,000,000 . . . . 6Z7

h . 1,000,000 under10,000,000 . . . . . . . . . . . . . . . . . 7,~7

1 . 10,000,000 under

50,000,000 . . . . . . . . . . . . . . . . .8Z7

j . 50,000,000 and over . . . . . . . . 9Z7

Part X

87 . What amount is entered for Total

d .

c . 5,000 under 10,000 . . . . . . . . . 2,~7

b . Under 5,000 . . . . . . .. . . . . . . . . . 'Z7

a. Zero or no entry . . . . . . . . . . . 019

g .

e . 25,000 under 100,000 . . . . . . . 4Z7f. 1000,000 under 500,000 . . . . . 5Z7

10,000 under 25,000 . . . . . . . . 3L7

5000,000 under 1,000,000 . . . 6,~7

h . 1.000,000 under10,000,000 . . . . . . . . . . . . . . . . . 7,L7

i . 10,000,000 under

j .50,000,000 . . . . . . . . . . . . . . . . . 8L13

50,000,000 and over . . . . . . . . 9,~7

Part XI

88 . Is there an entry for TotalQualifying Distributions applied

to 1970, 1971, 1972 and 1973,Line 9, "Corpus" Column?

a . No entry . . . . . . . . . . . . . . . . . .. O'~7

b . Entry . . . . . . . . . . . . . . . . . . . . . . lZ7

Card 2olumnC

56

57

58

13 Internal Revenue Servi c

77

Serial Number /(Do No t

Part XI-Cont . Cavd 2Col iimn Part XI--Cont . Card 2

Col)'mn

89 . What amount is entered for ?1 . What amount is entered forUndistributed Income as of end Undistributed Income, Line 10 ,of Taxable Year, Line 10, Column 1972?Column 1970?

a . Zero or no entry . . . . . . . . . . . . pf~7a . Zero or no entry . . . . . . . . . . of;7

b Und r 5 000 lZ7b . Under 5,000 . . . . . . . . . . . . . . . if~7

. e , . . . . . . . . . . . . . . . . .

c . 5,000 under 10,000 . . . . . . . . . . 2Z7c . 5,000 under 10,000 . .

. . . . . .

2f~7d . 10,000 under 25,000 . . . . . . . . . 30

d . 10,000 under 25,000 . . . . . . . 3,f:7e . 25,000 under 100,000 . . . . . . . . 40

e . 25,000 under 100,000

. . . . . .

4,'~7f . 100,000 under 500,000 . . . . . . . 50 1

f . 100,000 under 500,000 . . . . . 52~7 59-g . 500,000 under 1,000,000 . . . . . 6,~,7

g . 500,000 under 1,000,000 . . . 6Z7

1h . 1,000,000 under

h . 1,000,000 under 10,0009000 . . . . . . . . . . . . . . . . . . 7010,()00,000 . . . . . . . . . . . . . . . . 70

i . 10,000,000 underi . 10,000,000 under 50,000,000 . . . . . . . . . . . . . . . . . . 80

50,0009000 . . . . . . . . . . . . . . . . 80 j . 50,000,000 and over . . . . . . . . . qf~7 jj . 50,000,000 and over .

. . . . . .

90.

92 . What amount7is entered for90 . What amount is entered for Undistributed Income, Line 10 ,

Undistributed Income, Line 10, Column 1973?Column 1971?

'a . Zero or no entry . . . . . . . . . . . . oOa . Zero or no entry . . . . 0'~7

b . Under 5,000 . . . . . . . . . . . . . . . . . 10b . 'Under 5,000 . . . . . . . . . . . . . . . V-7

c . 5,000 under 10,000 . . . . . . . . . . 2Z7c . 5,000 under 10,000 . . . . . . . . 2,~7

d . 10,000 under 25,000 . . . . . . . . . 3,f~7d . 10,000 under 25,000 .

. . . . . .

3,~7e . 25,000 under 100,000 . . . . . . . . 4Z:7

e . 25,000 under 100,000 . . . . . . 40f . 100,000 under 500,000 . . . . . . . 5Z7 62

f . 100,000 under 500,000 . . . . . 5Z7 60

9 . 500,000 under 1,000,000 . . . . . 6f79 . 500,000 under 1,000,000 . . . 6Z7

h . 1,000,000 underh . 1,000,000 under 10,000,000 . . . . . . . . . . . . . . . . . . 7,1:-,7

10,000,000 . . . . . . . . . . . . . . . . 7,~7i . 10,000,000 under

1 . 10,000,000 under 509000,000 . . . . . . . . . . . . . . . . . . 8050,000,000 . . . . . . . . . . . . . . . . 80

j . 50,000,000 and over . . . . . . . . . 9,f~7j . 50,000,000 and over . . . . . . . 90


78

Serial Number /(Do Not Zc.h7

Part XII

93 . Is there a date entered onPart XII, Line 1?

a. No date has beenentered . . . . . . . . . . . . . . . . . oE~7

b. Yes, a date has beenentered . . . . . . . . . . . . .

. . .. 1,~S7

94. Is there an entry for AdjustedNet Income, Line 2(a) ?

a. For 197 3

1 . No entry . . . . . . . . . . . . o,~S7

2 . Entry . . . . . . . . . . . . . . . 1,~7

b . For 1972

1 . No entry . . . . . . . . . . . . of~7

2 . Entry . . . . . . . . . . . . . . . lZ7

c . For 1971

1 . No entry . . . . . . . . . . . . of7

2 . Entry . . . . . . . . . . . . . . . lj~~7

d . For 1970

1 . No entry . . . . . .. . . . . . . Of7

2. Entry . . . . . . . . . . . . . . . 1,0

e . Total

1 . No entry . . . . . . . . . . . . of~7

2 . Entry . . . . . . . . . . . . . . . lj~7

95 . Is there an entry for QualifyingDistributions, Line 2(c) ?

a. For 197 3

1 . No entry . . . . . . . . . . . . O.,~7

2. Entry . . . . . . . . . . . . . . . lj~7

b . For 197 2

1 . No entry . . . . . . . . . . . . 0,~7

2 . Entr~ . . . . . . . . . . . . . . . lZ7

Card 2Column

6 4

) 6

6 6

) 67

) 6

8

6 9

70

a. For 197 3

1 . No entry . . . . . . . . . . . . . . O~Ll

2. Entry . . . . . . . . . . . . . . . . . Z3

b . For 197 2

1 . No entry . . . . . . . . . . . . . . oZ7

2 . Entry . . . . . . . . . . . . . . . . . 1,f7

c . For 1971

1 . No entry . . . . . . . . . . . . . . o.L7

2 . Entry . . . . . . . . . . . . . . . . . 127

d. For 1970

1 . No entry . . . . . . . . . . . . . . of~7

2 . Entry . . . . . . . . . . . . . . . . . 1Z7

e . Total

1 . No entry . . . . . . . . . . . . . . 019

2 . Entry . . . . . . . . . . . . . . . . . 1,E7

Card 2Column

7 1

72

7 3

7 4

7 5

) 7

6

77

) 78


Part XII--Cont .

95--cont .

c . For 197 1

1 . No entry . . . . . . . . . . . . . . OZ:7

2 . Entry . . . . . . . . . . . . . . . . . 1,f7

d . For 1970

1 . No entry . . . . . . . . . . . . . . 019

2. Entry ... . . . . . . . . . . . . . . . lZ7

e . Total

1 . No entry . . . . . . . . . . . . . . 019

2 . Entry . . . . . . . . . . . . . . . . . 1,f7

96 . Is there an entry for Amounts includein C not directly for active conductof exempt-activities, Line 2(d) ?

79

97 . Is there an entry for Largestamount of Support from anExempt Organization, Line 3(c)(iii)?

a. For 197 3

1 . No entry . . . . . . . . . . . . . . .

2 . Entry . . . . . . . . . . . . . . . . . .

b . For 1972

1 . No entry . . . . . . . . . . . . . . .

2 . Entry . . . . . . . . . . . . . . . . . .

Card number . . . . . . . . . . . . . . . . . . . . . . . . .

c . For 1971

1 . No entry . . . . . . . . . . . . . . .

2. Entry . . . . . . . . . . . . . . . . . . 1,Lj

d . For 1970

1 . No entry . . . . . . . . . . . . . . . 00

2 . Entry . . . . . . . . . . . . . . . . . . jg

e . Total

1 . No entry . . . . . . . . . . . . . . . q,~S7

2 . Entry. . . . . . . . . . . . . . . . . . 10

) 8

) 9

Serial Nmber Z(Do Not Punch )

* U.S . GoMmmEKr PRINTING OMM 1974- 546- 103/A-7610

I


80

Forms 990 and 990=PF - Internal Revenue Service · A Number of Forms 990 and 990-PF in the...

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Transcript of Forms 990 and 990=PF - Internal Revenue Service · A Number of Forms 990 and 990-PF in the...