Fo,e,99p-PF Return of Private Foundation 0~+A No 513352 or Section

Treated a'e a Private Foundation Trust L ̂,00

Node Tne organ rabog may De able .o use a com of -is retom to sa,is.y slat e reportirg reqmremems

" For calendar year 2000, or " ~x year beginning 7/1 2000, and ending 6130 , 200/

G Check all IhOh apply Initial rdlLrll L, Final return Amended return ,- Address change Name ChBnOe

Use the SRS A Employer iCenlitiCdtion number

label Educ~ro_.vdc-_Fu~oF gc~~rcsT_ee_N y A~uu~ 5 / Qi3Q5`a$~" Otherwise , ri-lp� "� a 5u+e 10, P q pa 11,10" 11 , s nnl lre'n^e¢a ,0 5 .11 1 d110 "-55 Room sm .C B i e'tnnwe numu2, I5e, page ~G Oi the rtsiruG . r " -

Pnnt y9 ~- ~ _(7/6187-?`(030'_ or type Y See Specific C. , n.

"~e s .n~ d /iN Co. G 1i

Instructions pCS % en' /U V ~(o-l -1911 D l yn nrqa., _ .i buns aleu n :"-

H Check type of organization ~Xi Section 501(c)(3) exempt private louncfation z Foreionorqanzohonsmeeting mee5 a lest . J Section 49a7(a)(1) nonexempt charitable trust ~:] Othe r taxable privat e founda tion cnrci. ne~a and an, ui minouinhon " . .

.~ E II p~rvilr ~ounu~hon sldWS veas .B~mndl2d 1 Flu market value of all assets at end I J Accounting method r Cash [l Accrual ��act sec on 507(o)( )(A) <nac~ nee " ~.

of year (from Pan q cot 1c1 j ~ Other (specify) F u he iounaa .ion is in a so moron 1,min,iion ,- line 16) 11~ $ ~ (Pan I Column (d) must b2 or? c8sn uOS,S ) unueF >echon 507(nq7)i8i coed nerz ~

EMU Analysis of Revenue and Expenses (The mrai or I I lal oisnurscrien ~~ R~ .~enu~ anfl (b) pnl irni simeir (e) Adlu:~~ ~I nel 1 for chOnlOble aniounis nl columns fib) icf and (C) may nor necessarily equal expenses per

the amounts m column (a) lsze page IO o! me mstrucnons) J I Looks income ~~con~n p~rpnsrs

! tWSh pays an.

~ 1 Contributions yells grants 21C received (allachschedul¢)

2 Distributions iian split merest trusts ~i!C 3 Interest on savuiys and ten,poiary cash ~nvesunenis I-

I 4 Dividends and interest Iron Sucunues Sa Gross rents b (Net rental income or (loss)

6a Net gain or (loss) Eon, sale i assets not on line 10 b Gross spies pace ,a an assets on line oa -_

y I 7 Capital gain nil inCOmc (troni Part IV line 2)^ 8 Net short-term Capital yarn 9 Income modiLCaoons i 10a Gross sales less returns ano auovances ~-- i

b Less Cost of goods solo i i c Gross prohl or (loss) (attach schedule)

11 Other income (nunch schedule) 12 Total Add lines t through t 1

U

v I O I ~ . o o II -v _-I o ----~ G - O O O O

N v O N

For Paperwork Reduction Act Notice see the instructions

d

V

0

o i I

t3 Compensation of ollicers directors trustees etc

C~ 14 Other employee salaries and wages c 1 15 Pension plans employee benefits a 116a Legal teas (attach schedule)

' b Accounting lees Winch sche(Jule)

I c other prolessionai lees (alllch Schedule)

17 Interest

~, 18 Taxes (anach scnedwe) ;sez page W of to=_ Hnsvucuons) ~ X79 Depreaatio,uacn scnenuie) and ac i ion

'a E ;20 Occupancy

C '22 Pnnung an UVVr '° 23 Other expe ~ `~t~Pln slcFiecfuQV)2 y m

24 Total oper tin ~ ~ nses Add lines i thi ~, T

a .25 Coninbutions, gi is grants paiU O 126 Total expenses and disbursements Acid lines

24 and 25 I2) Subtract line 26 )loin fine 12

a Excess of revenue over expenses and disbursements b Net investment income p( negative enter -0 ~

i c Adjusted net income (if negative enter -0-)

00 i-7~ 00 7`00 _V

_ 30 . E 30 00 30 0 7-Y, 00 7y 00 7~.~

1-16-300, yo3'10-3 . 00 ~ ~v3 X D '''G'OIii~WIRT1 i ri///~//~,, L=

o "es ro990-PF i?o.

17 Accounts payable and accrued expenses 18 Grants payable

(w+ 19 Deferred revenue 20 Loans from officers directors trustees and other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe

123 Total liabilities (add lines 17 through 22)

Organizations that follow SFAS 117, check here 0- 0 and complete lines 24 through 26 and lines 30 and 31

c 24 Unrestricted 25 Temporarily restricted

m 26 Permanently restricted c Organizations that do not follow SFAS 117, check here Ii F-1

and complete lines 27 through 31 u `p 27 Capital stock, trust principal, or current funds

28 Paid-in or capital surplus or land bldg and equipment fund y 29 Retained earnings accumulated income endowment or other funds N Q 30 Total net assets or fund balances (see page l7ofihe y instructions) /OLOS/ GG Z 31 Total liabilities and net assets/fund balances (see page 17 of

the instructions) /0G OS/ 60

Analysis of Changes in Net Assets or Fund Balances

3

/OLDS 2 ~ Y3 3 4 G)y 5

Form 990-PF 12000)

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

2 Enter amount from Part I line 27a 3 Other increases not included in line 2 (itemize) 4 Add lines 1 2, and 3 5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of year (line 4 minus line S)--Pan II, column (b) line 30

Form 990-PP 12000) Page

Balance Sheets plratnea schedules and am0ums m the d' Saiplion column Begmnmg of year End of year should oe lot end of eat amounts one See insimcuons ~ (a) Book Value (b) Book Value (q Fa , Market value

Cash-r,on-interest bearing I ',10g3.60 ~ 4ygo - ~ 9'/.30 - 2 Savings anti temporary cash inv~stmems ~ 37 G Do 3 333 " - 3q 3 3 Accounts receivable li

Less allowance for doubtful accounts 4 Pledges receivable t

Less allowance for doubtful accounts 5 Grants receivable

6 Receivables due from officers directors, trustees, and other disqualified persons (attach schedule) (see page 15 of the instructions)

7 Other notes and loans receivable (attach schedule) 1i Less allowance for doubtful accounts 0~

m 8 Inventories (or sate or use 9 Prepaid expenses and deterred charges 10a Investments-U S and state government obligations (attach schedule) b Investments-corporate stock (attach schedule) C Investments--corporate bonds (attach schedule) ~ . O17-

11 Investments-land buildings and equipment basis " W

/ Less accumulated depreciation (attach schedule)

12 Investments-mongage loans 13 Investments-other (attach schedule) 14 Land buildings and equipment basis " /

Less accumulated depredation (attach schedule) 15 Other assets (describe " 5 TUdP.vT1eAA15 ) O y - S~~~Ig ~ O 16 Total assets (to be completed by all filers-see page 16 of

the instructions Also See page 1 item p In LDS/.DD //il S8 ?. OD /D -5~-93U.45

.Jrl - 0.7~ H.~ ~.l - Page 3

Income (b) How acquired l (c) Date acomreo (d) Daie so~c P-PUrClllsB ~ (m0 Oa o-nnn.,~~no I Y 1~ I Imo oa

apitai "Bins ana posses ror iax on inves[m (a) 451 and describe file ninO/sI 01 prOpery 501(1 (e 9 real estate £ story oncw wa1enouse or common slot .. 200 sus Ml C Co i

me foundation on i2/:

(k) Excess of cot (p over cot 0) it any

i m column (h) and owned

0) Adjusted basis as at 12q1/69

(1) Gams (Cot Ink gain minus cot (k) but not less than 0-) Or

Lasses (from cot (h))

b c

If (loss), enter -0- in Plant bne 8 3 qualification Under Section 4940(e ) for Reduced Tax on Net Investment Income

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

If section 4940(d)(2) applies leave this pan blank

Was the organization liable for the section 4942 tax on the distnbutable amount of any year in the base period? 0 Yes El No If Yes," the organization does not quality under section v940(e) Do nor complete this part

1 Enter the appropriate amount in each column for each year see page 18 of the instructions before making any entries

Base period years Adjusted qua~dymg distributions Net value of nonchantable use assets Distribution ratio Calendar sear (or tax year begi n ning in) Icon (b) divrUed by cod (c))

1999 ~3974; ./0/ 7998 l3 ~rCf~ ^ ~ .I3~T

G 1' !O 3

4a9 n- t99

2 Total of line t column (d) Z 1 '1_1 Y

3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5 or by the number of years the foundation has been in existence if less than 5 years

4 Enter the net value of noncharitable-use assets for 2000 from Pan X line 5 4 ~ y U a76

5 Multiply line 4 by line 3 5 13 333

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

7 Add lines 5 and 6 7 ~ 1 3 10 -

8 Enter qualifying distributions from Pan XII line a 8

If line 8 is equal to or greater than line 7, check the box in Pan VI line 1b and complete that pan using a 1% sax rate See the Pan VI instructions on page 18

Form 990-PF 0~°

Form 990-PF (2000)

(e) Gross sales once

C

d e Complete only lot assets showing

(P) F M v as of i2/31i69 I

it) Depiecialion allowed (or allowable

(g) Cost of other basis plus expense of sale

(h) Gain or (1055/ (e) plus (f) minus (q)

2 Capital gain net income or (net capital loss) If gain also enter in Part I line 7 If (loss), enter -0- in Pan I line 7 } 2

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) If gain also enter in Part I line 8 column (c) (see pages 13 and 17 of the instructions)

t997

1a During the tax year did the organization attempt to influence any national state or local legislation or did ~~ Yes I No

ii participate or intervene in any political campaigns 1a ~ X

b Did it spend more than St00 during the year (either directly or indirectly) for political purposes (see page 79 of the instructions for definition) 1b X

II the answer is Yes to Fa ct ib, attach a defaded descnphon o/ the activities and copies of any marenals

published or distributed by the organization in connection with the activities c Did the organization file Form 1120-POL for this year d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(7) On the organization t S (2) On organization managers t S /

e Enter she reimbursement (if any) paid by the organization during she year for political expenditure tax imposed on organization managers 11- 5

2 Has the organization engaged in any activities that have not previously been reported to the iRS'? II Yes, attach a detailed description of the activities

3 Has the organization made any changes not previously reposed to the IRS in its governing instrument ankles of incorporation or bylaws, of other similar instruments? I/ Yes attach a conformed copy of the changes ON X

4a Did the organization ha,-e unrelated business gross income of 5l 000 of mope during the year b I( Yes ' has d filed a tan return on Form 990-T for this years ,Vp 4b

5 Was there a liquidation termination dissolution or substantial contraction during the years 5

If Yes attach the statement required by General Instruction T

6 Are the requirements of section 508(e) (relating to sections 494 l through 4945) satisfied either " By language m the governing instrument or " By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the slate law remain in the governing instrument') 7 Did the organization have at least 55 000 m asses at any time during the years 11 Yes 'complete Part /I cot (c) and Part XV

8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the instructions) t

b If the answer is 'Yes to line 7 has the organization furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? N No attach explanation

9 Is the organization clauning status as a private operating foundation within the meaning of section 49a2~)(3) or 49420~(5) for calendar year 2000 or the unable year beginning in 2000 (see instructions for Pan XIV on `(/ page 25)~ I! Yes complete Part XIV ~ 9 X

10 Did any persons become suosiamial conuibuiors during the Paz ye3O It 'Yes attach d schedule kiting their names and addresses 10

17 Did the organization comply with the public inspection requirements for its annual returns and exemption ~ I I I > > ~ i ~ application?

12 fhe Cooks are in care of lri~ JEAN Clern;NSON ~WEq 54REQ Telephone no Ill. 714 -5 7.? - (037 located at I- '194 EHST R VF 8 OCAe57ER / N r . ZAP*a 11110- lVGOQ

13 Season a9a7(a)(1) nonexempt chasuble trusts filing Form 990-PF in lieu of Form 1041-Check here and enter the amount of tax-exempt interest received or accrued during she year " I 13 I

Fo,m 990-PF (20001

Form 990 PF X20001 Paqe 4

1a Exempt operating foundations described in section a940(d)121 check nere Iri, 0 and enter N/A' on line I Date of ruling letter (attach copy of ruling letter if necessary-see instructions)

b Domestic organizations hat rneet she section a9a0(e) requirements in Pan V check ~ here 110- ' _and enter 1% of Pan I, line 27b ~1, V0011,

t All olner domestic organizations enter 290 0l line 27h Exempt loreign organizations enter 4% of Part I line 12 cot (b) 2 Tax under section 511 (domestic section .19a7(a)(t) rusts and taxable foundations only Others enter 0 ) 3 Add fines 1 and 2 3

4 Suotnle A (income) tax (domestic section c947(a)(t) trusts and taxable loundations only Others enter -0-) 4 c 5 Tax based on investment income Subtract line 4 from tine 3 If zero or less enter -0- 5 6 Credits/Payments a 2000 estimated tax payments and 1999 overpayment credited to 2000 i 6a i - i

b Exempt foreign organizations-sax withheld at source 6b

c Tax paid with application for extension of time to f de (Form 8868) 6c ~

d Backup withholding erroneously withheld bd -

7 Total credits and payments Add lines 6a through 6d 7 - 0-

8 Enter any penalty for underpayment of estimated tax Check here D if Form 2220 is attached 8 -0 -

9 Tax due If the total of lines 5 and 8 is more than line 7 enter amount owed " 9 10 Overpayment if fine 7 is more than the total of lines 5 and 8 enter the amount overpaid " w O 11 Enter the amount of line 10 to be Credited to 2001 estimated tax 0- Refunded " 11

Statements Regarding Activities

Fann 990 PF 12000, 7 ~ -0 .?Oy$ ~S ~~- 5

Statements Regarding Activities for Which Form 4720 May Be Required

File Foam 4720 it any item is checked in the ' Yes column, unless an exception applies ves No

1a During the year did the organization (either directly or indirectly) SRI (1) Engage in one sale or exchange or leasing of progeny ~ "rn a disqualified persons ^ Yes a No

(2) Borrow money from lend money to or omen use extend credit to (or accept ii Irom) disqualified person? _' Yes 76, No

(3) Furnish goods services or IacJ-uzs to (of accept ahem from) a disqualified person? ,~ Yes ,jC No ,/

(4) Pay compensation to or pay or reimburse the enpznses of I disqualified persons Ayes R ho r j�

(5) Transfer any income or assess to a disqu,il1hea person (or ntaFZ any of either available lot Tile UCi1Ct'i of use of :1 disqualified 7t`ISUII)9 . Yes I I 7C NO

(6) Agree to pay money or progeny to a government owcal? (Exception Check No

it the organization agreed to make a gram to or to employ the odiciai for a period x , after Termination of government service it Terminating within 90 days I ~~. Yes No ~~

b It any answer i5 Yes to t al t)-(6) did any of the acts fail to quality under the exceptions described in Regulations section SJ=9=i(cf)-3 0f on a current noLIce regarding disaster ossLsilnce see page 20 of tile msuucuons)?/L~/) ~ 1b

Organizations retying on a current notice feyard.ng disaster assistance check here

c Did the organization engage in a prior year .n any of the acts described m to other titan e\cepled acts ' ~~M/than ware not corrected before me first day of the la, year beginning in 2000

2 Tares on failure to distribute income (section 4942) (does not apply for years the organization was a privates/ ~j

operating foundation detuied in section 49420(3) or 4942(j)(5))

a At the end of tax /ear ?000 did the organization have any undisllibuied income (lines 6c1 and 6e Part XIII) tar tar year(s) beginning before 2000 , : Yes -1 No ~

If Yes list me years 1- 19 19 19 19

b Are there any Years listed in 2a for which the organization .s not applying the provisions of section 49,12(a)(2) (relating to incorrect valuation of asses) to the year s undistributed incomes (If applying section 49421a1(2)

to all years listed answer No and attach statement-see page 20 of the instructions I Nf} 2b Y

c It the provisions of section 49a2(a)(?) are being applied to any of she yuaie I~sled in 2, list ine vears tiefe

19 19 19 19

3a Did tile Organization hold more than o lr dvecl or muueu imef?si fn any business

enterprise at any Time during the ye :lO J Yes 7, No

b If Yes aid n have e .cess business noidmgs in 2000 as a result of (t) any purchase by the organization of disQualilied persons alter May 26 1969 (2) the lapse of tile 5-year period (or longer period approved

vv the CoininIssIonai uncles sec11on J943(c)(7)1 to dispose of nolcfuiys ncquuecl by gift of bequest or (3) l ,~/ the lapse of the 10- 15 or 20-;ear first phosa hoping peiioa t (Use Schedule C Foirn 472U ro Ueier none

-_ d tlir organizauoo had e,cass bustless hoidaigs in 2000 ) Ay1t -3b

4a Did the organization invest during the vedi any amount m a manner roar would jeopardize its cnamaoie purposes? 4a S/ 71 1~

K

b Did tile organization ma6e any investment in a pnor year (but alter December 31 1969 that could jeopardize its cnantaoie ~~~

purpose roar had no, oxen removed from jeopardy hewre the hrsi day of the tar year beginning in 2000

Sa During the yeas Uia the organization pay or incur any amount to

(t) Carry on propaganda or otherwise attempt io influence legislation (section 4945(e))? Yes X1 No

(2) Infiuerce the outcome of an~ specific public election (see section 4955) or to carry

on directly or indirectly any voter registration dove - Yes 1~ No j~ j'

(3) Provide a grant 1o do individual for travel Study or other 5unilar purposes? ~ Yes x No ,'

(4) Provide a green to an organization other than a charitable etc oryan¢ation described ~~~ in section SU9(a)Ii1 121 0f (3) or section X940(d)(2)? ~ Yes No ~ _ 7C'

(5) Provide ion any Purpose other khan religious charitable scientific literary or eUUG:11iJ1101 PUf[70Ses of lot the nfevenllUn of cruelly Ifs ChdUrCii U. Jnnllpl~~ ~~ - Yes ~' No

b it an; answer is 'las to SaIIH51 did any of The Transactions lay, To quaint' unoer me exceptions descobeC n

Regulations section 53 4945 or in a current notice regarding disaster assistance see page 20 of me insvucuonsl') Sb

Organizations relying on v current notice ieyaiding disasie: dssisianca check here

c it tile .insv.zi is Yes 10 uLJP'311on 3,1( 1) clues tile organization d, im e\zinpuon horn the ~./i t.~ UzWUSe it nn .~~n,mnPd erpenUiOire rcSpunSibiliiy lot tile gianl~ M/'~ Yes No

Yes attach me statement reywleu by Re~i. iauuns sec,u " ~)o 49s5-SWi ~~s9

6a Did the organization during the year receive any funds directly or indirectly to pay premiums on a personal benefit contract ~ ~ Yes fi No

b Did the Organization during the year pay premiums directly of indirecu, on a personal oaneut 'contract? 6b 1 11 you answered Yes to bU also tile Form 8870

Fo,rr " 990-PF

6

Directors, Trustees, Foundation Managers, Highly Paid Employees,

ration managers and then com ensation (see page 20 0l the instructions) (b) Tnle and average (c) Compensation (d) Contributions m (e) EROense accoun, hOUrs per week (II not paid, anger employee benefit plans Other allowances Oevot eO to pOSitiOn -0-) and deferred compensation

17) Name and address

E S7/tTu ~iFti7

Total number of other employees paid over $50 000 1`1 I O 3 Five highest-paid independent contractors for professional services-see page 21 0l the instructions) If none, enter

"NONE"

Total number of others receiving over 550 000 for professional services

Summary of Direct Charitable Activities

Lisp one foundation s lour largest direct charitable activities during file tax year include iebvam smusucal mmrmauon such as the number Eapedses

0f organizations and Other beOebCwnES served conlerencCS convened research papers prOpuced EIC

Vo, .,"E i

2

3

4

Form 990-PF fzoo0)

Form 990 OF (2000)

" Information About and Contractors

2 Compensation of five highest-paid employees (other than those included on line 1-see page 21 0l the instructions) II none, enter "NONE "

(b) Title and average (d) Contributions to (a) Name and address of earn employee paid more khan 550000 hours peg week (c) Compensation employee benefit (e) Expense account

devoted to position plans and delerrep other allowances compensation

2)cN1~

(a) Name ano address of each person paid more man 550000

NvNE (b) Typo of sernce I (c) Compensation

Page

. .moor U:scuoz ,n, Two laiqasi Program ht~imzo investnitms made b, ins iounuanon Miring he m~ ,ear on 1 ..15 i ana 2

E(fuCihTioNNI L-CN>u5 70 ~4A~e Fled /~L°GiNiP.vIS V

- ----- - All other program rzlatea inveelniems See Page 22 of the httirtiClioris

3

I Foreign foundations

7a n 4 y osb

1 c VL9 L45~ id 1 ,4301 S

O iK~n~S

1 Fair market value of assets not used (or held for use) directly in carrying our charitable etc purposes

a Average monthly fair market value of securities b Average of monthly cash balances c Fair market value of all other assets (see page 23 of the instructions) d Total (add lines la b and c) e Reduction clamed (or blockage or ocher factors reported on fines la and

tc (attach detailed explanation) le 2 Acquisition indebtedness applicable to line 7 assess 3 Subtract fine 2 from line Id 4 Cash deemed held for charitable activities Eerier 1'/ °h of line 3 (for greaser amount see page 23

of the ~nstruciions)

5 Net value of nonchantable-use assets Subtract line a Irom line 3 Enter here and on Pin V fine a I S I O

6 Minimum investment return Enter 5% of line 5 ~ 6 I 7e a9a2Q)(3) and ~)(5) private operating not complete this pan )

Distnbutable Amount (see page 23 0( the instruction foundations and certain foreign orqan¢ations check here

1 Amounts paid (1nGuUhny adnumstrauve expenses) to accomplish charitable etc purposes a Expenses comnbuuons gifts etc-total from Part I column (d) tine 26 la I

b Program-related investments-focal of fines I-3 of Pan IX-B I ~b 2 Amounts paid to acquire assets used (or held (or use) directly in carrying out charitable etc

purposes 3 amounts set aside for specific charitable projects that salisfy the a Suitability test (error IRS approval required) b Cash distribution test (attach the required schedule) ~ 3b

4 Qualifying distributions Add lines to through 3b Enter here and on Pan V fine B and Part XIII line a 4

5 Organizations that quality under section 4940(e) for the reduced rate of tax on net investment income Enter I% of Part I line 27b (see page 24 0l the instructions) 5 ~I ~ ~Do

6 Adjusted qualifying distributions Subtract line 5 from line 4 `

Note The amour! on fine 6 will be used in Part V, column (b) m subsequent years when calculating whether the loundarior qualifies for the section 4940(e) reduction o! sax in chose years

Fo, 990-PF iz: :

Form 990 PF (2000)

Summary of Program-Related Investments (see page 22 of the instructions)

2

Minimum Investment Return (All domestic foundations muse complete this part see page 22 of the instructions)

NS

7 Minimum investment return from Part X fine 6 2a Tax on investment income for 2000 from Pan VI line 5 b Income tan for 2000 (This does not include the sax from Pan VI ~ c Add fines 2a and 2b i 2C '

3 Distnbutable amount before adjustments Subtract line 2c from line t ~ 3 %O / % -

4a Recoveries of amounts treated as qualifying distributions 4a

b Income distributions from section 4947(a)(2) truss 4b

c Add fines 4a and ,b 4c G

5 Add lines 3 and ;c L 5 ~_ 7U /7- 6 Deduction from distnoulable amount (see page 23 of the instructions) I 6 I O

7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Pan (III line l I 7 1 2G17-

Qualifying Distributions (see page 24 of the instructions)

Undistributed Income (see page 24 of the instructions)

(q 1999

v

c Enter the amount of prior years undistributed income for which a nonce of deficiency has been issued or on wnich the section J942(a) tax has been previously assessed

d Subtract line 6c from line 6b Taxable amount-see page 25 of she instructions

e Undistributed income for 1999 Subtract line as front line 2a Taxable amount-see page 25 of the instructions

f Undistributed income for 2000 Subtract lines 4a and 5 from line 1 This amount must pre distributed in 2001

amounts treated as distributions ow of corpus to satisfy requiremenls imposed by section i70(b)(t)(E) or

4925 ~g)~3) see page

25 of the instructions)

Excess distributions carryover from 1995 not applied on line 5 or line 7 (see page 25 / of the instructions) ~b Excess distributions carryover to 2001 Subtract lines 7 and 8 from line 6a A U Analysis of line 9

a Excess from 1996 ° b Excess from 1997 c Excess from 1998 __ d Excess from 1999

,U

e Excess from 2000 21.1 5 J, -

7

8

9

10

i u,r . 990-PF z,,

Form 990 PF 2000

1 DiStnbulabl? amount :or 2000 from Pert XI line 7

2 Undistributed income ii any as of the and of 1999

a Enter amount for 1999 only

b Total toy prior )tars 19-- 19- 19- 3 Excess Uisiribuiiuns cdiryovei J any t0 2000

a From 1995

b From 1996 ~

c From 1997 ! 11 y~

d From 1998

e From 1999 f Total of lines 3a through e

4 Oualitying distribution 11V600

0 from Part XII line a " S ~

a Applied to 1999 buy not more than line 2a

b Applied io undistributed income of prior years (Election required-see page 25 of the instructions)

c Treated as distributions out of corpus (Election required-see page 25 of the instructions)

d Applied to ?000 distribut. ble amount e Remain,ng amount disinbuted out of corpus

5 Excess distributions carryover applied to 2000

(it an amount appears in column (d) the same amount mush be shown in column (a) )

6 Enter the net total of each column as indicated below

a Corpus Add lines 3t 41c and 4e Subtract line 5

b Prior years undistributed income Subtract line ab from line 2b

jai Corpus

gel vans Prior zo 1999

101 2000

O

c

G

PdC? 8

ro«..990-PF ~t ;

F,,,,, 990 P! 1CCC Por.~ 9 -Private Operating Foundations (see page 25 of the instructions and Part VII-A question 9) iy

to if the foundation has received a ruling or deienninanon letter that n is a private operating loundaiion and the ruling is effective br 2000 enter Ine dale of the ruling CnecF be, to indicate whether the organization is a onvate operating foundation described m section [,' 4942U1(3) or _ =9=2ip15

2a Enter the lesser or the ac�.~led net ~ Tan gem I Prior 7 yeas ncome from Par, 1 or the minimum ~ '- in~25tmEn . return horn P,1ri t 101 ddch

(a) -000 _ _ bbl (c) 1998 - _ lal '99i (e) Total

~eai listed

b 85% of line 2a

c Oudlityin(J distributions horn P111 All I j I line a for each year listed

nclutiett n line 2t not uses dnenly cl 'mounts or auive condt,ci o, e~emot acti "ri,ies _ -,

e Oualdying [Ii5lnUuuonS niace directly or acme conduce of e.empi activities SubUaci file ?d uoin line 2c

i 7 Coinplele 33 o or c for tile alternative est relied 1h3011

3 Assets alternative lesi-enier

(1) Value of au asses , ~_- I _- -~ ~_ - _-- - -

(2~ Value of assets qualilying i under sraion aga2p)(9)(0)U)

v Endovmzni alternative ie,si- Enter ~ ~~~---------~~~ of mnimum investment return shown m ~ Par, X line 6 for each yeas fislzo

c Support alternative izsi-enter ~ ~

(1) Total Support other than gross investment income (interest dividends rents payments oil Securities loans (section I 5 12(a)(5)) or royalties) i

(2) Support Irom general public end 5 or more exempt organizations as providerl in section :9420I(311B)biiI ----

(3) Largest .omoum at support IrOm an e:einpl olqani[alion , '

(4) Gross investment income

Supplementary Information (Complete this part only if the organization had 55,000 or more in assets at any time during the year-see page 26 of the instructions ~

7 Information Regarding Foundation Managers a Lisp an, mnnogers of the foundation who nova contributed more than 2°/n of the foul contributions recervea by tile louncat .of

before she close of any tan year (but only n they have contributed inure than $S 000) (See section 507(d)(2) ~

/(/ON(-

b Lisp any managers of the loundahon who own 10% or more of the stock of a corporation (or an equally large portion of enP ownership of a partnership or other entity) of which the foundation has a 10% or greater interest

yvN F

2 Information Regarding Contribution, Gram, Gift, Loan, Scholarship, etc , Programs

Check here " 51 d the organization only makes contributions to preselected charitable organizations and does riot acceoi unsolicited requests for funds If the organization makes gifts grants etc (see page 26 of the instructions) to individuals oi organizations uncles other conditions complete reins 2a b c and d

a The name address and telephone number of the person to whom applications should be addressed lu,7-o 7-1 .;, .v ,Cuvd Cl /(ocl.es7e,c //fICI co

~19~ EASr vE P_oGh~~i~,.N~_.F yco7 Spy Cle,.2,roso,~/R6ASul?E/( V File tOrln in which applications Should be submitted and information and materials they should inCluoe

c Any submission aeaUhn2s - - -- - - ----` -~ -~ --- ---

d Any restrictions or limitations on avard5 SUCK a5 by geographical areas charitable hBWS kinds of institutions or Olnr " factors

Pwoose of giant or Con pbu ion AmOUO,

i reOp~¢m is do mOrv~~ual ~ Foundation show any rtl~l~onslt~y to slalus of anv ~ounaa ia~ rtt~np9er ~~,~~a~zni

a SLnsioinN cmvmumr ~

Recipient

Name and address (home or a Paid during the year

ko IV F

Fon,+990-PF 12000i

row,, 990 PF ,2C00, a�- 10

i i 1 I

I

Total ~ 3al

b Approvea for future payment

f V c, v

i i

I I I I Total " 3b

Form 990 PF (2000)

Unrelated business income I Excluded by section 51

a b c d e f g Fees and contracts from government agencies

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

a Debt-financed property b Not debt-financed property

6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 9 Net income or (loss) from special events

10 Gross profit or (loss) from sales of inventory 11 Other revenue a

b c d e

12 Subtotal Add columns (b) (d) and (e) 13 Total Add line 12 columns (b) (d) and (e) (See worksheet in line 13 instructions on page 27 to

~~19- I 0, ,3 3!!9

calculations

Line No I Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See page 27 0( the instructions )

ro,m yyu-r?(2000-

of Enter gross amounts unless otherwise indicated

1 Program service revenue

11

?, 513 or Sla ~ (e) Related o, ezemp. tunCUOn .riCOme

Amount (See page 26 0l Ih2 inSlrucli0n5 )

lal I Ibl I (c) Business code Amount Exclusion bode

Did the organization directly or indirectly engage m any of the following vnh any other organization described m Section U//// Yes No

50t(c) of the Code (other than section 501(c)(3) organizations) or m section 527 relating to political organpzauons~

Transfers from the reps^-ng organization to a noncharilable exempt organization of ~

(1) Cash ilalll~ Ita(2)~~ ~C (2) Other asses

Other Transactions

(1) Sales of assets to a nonchanlable exempt organization

(2) Purchases of assets from a noncharitable exempt organization 1 b(2)1 I 'e,

(3) Rental of facilities equipment or other assets 1b~3)I I

(4) Reimbursement arrangements 1b~4) 1 41

(5) Loans or loan guarantees 1b~5~~

(6) Performance of services or membership or fundraising solicitations 1b/6~~

Sharing of facilities equipment marling lists other assets or paid employees If: jA

If the answer to any of the above is Yes ' Complete the following schedule Column (b) Should always show the fair market value of the goods other assets or services given by the reposing organization II the organization received less than fail market value in any transaction or sharing arrangement show in column (d) the value of the goods other assets or services received

2a Is the organization directly or indirectly affiliated with or related to one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527 0 Yes ,~No

unoer pananics of pequr) i aeciaie may i na e e.anuneo mrs return inCluUillg oeb¢r ii is true WnCCi and complete DeCrmmlion of prepmer joiner 1h.in

Forn, 990 PF 120001 ?a9- 1 2

FUMMAIJ Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

990PF STATEMENT 3 TAXES Pgl Ln 18 EXPENSES PER NET INVEST- ADJ NET Charitable

BOOKS MENT INCOME INCOME Purpose

FED & NYS FEES 7400 7400 7400 0

i*~~ft~*++*+++twrtt~+*ta*is~*+}+**t*+s+~**++*k*tet*+****e~tstt+~r*F++f~*tr~rt~FrF+t+tsttwF*ta~tt

990PF STATEMENT OTHER EXPENSES Pgl Ln 23 POSTAGE 5400 5400 5400 0

BANK CHARGES 2Q,QQ mom ZSLSIQ Q TOTAL 7400 7400 7400 0

EDUCATIONAL FUND OF ROCHESTER N Y - AAUW 51-0204285

990PF STATEMENT 1 GIFTS

MISC 181500

i#i" +F* "" M#M# " *1~ "+F## "" +#~#+##"+"i+~Y+# " rt" firti##"" rt# "t"rt##i~*#tFi###ifii~Ftkrt "~"*iR"" w""t" ~Y"~iiii#F

990 PF STATEMENT 2 DIVIDENDS AND INTEREST

SOURCE GROSS CAP GAINS COLUMN (A) AMOUNT AMOUNT

INVESTMENT DIVIDEND 3119 -0- 3119

"ii " + " F+F#+M "i"ii+#f+"" #"" +f+M "ii " frt*i* " *t*~ii#ii#~i#~F#tik#ki~# "#"f#ft "!* "" t*F+~* "F~t"~F*Fif "" f+

EDUCATIONAL FUND OF ROCHESTER NY AAUW 51-0204285

CORPORATE STOCK

BOOK VALUE FAIR MARKET VALUE

990PF DISCRIPTION PART Il Ln lOb

Total Value 1(zf82 . 57077,

STATEMENTS

Allstate Corp 202 Shares 1661 8906 Delphi 24 Shares -0- 394 Edison 100 75 Shares 527 4026 Eastman Ch 44 761 Shares 2747 2097 Eastman Kod 154 Shares 4822 7241 Exxon 112 Shares 803 9922 GM 35 Shares 932 2259 Kerr McGee 41 5181 Shares 1528 2721 Dean Wrtter 177 299 Shares 2184 11249 PA Power 45 96 Shares 474 2522 Paychex 25 Shares -0- 1018 Sears 11000 994 4722

Grace Schlageter 1550 Creek St Rochester, NY 14625

EDUCATIONAL LOAN FUND TRUSTEES July 1, 2000 - June 30, 2001

No Compensation. Approximately 5 to 15 hours per month .

Jean Clemmson 77 WesFover Dr Webster, NY 14580

Nancy Dewan 19 Gadhaven Court Rochester. NY 14618

Brunilde Evangelists 34 Hilltop Dr . Pittsford, NY 14534

Cornelia Klein 55 Wmdemere Rd Rochester . NY 14610

Sue Lawrence, Chair 35 Countryside Rd Fairport, NY 14450

Elizabeth O'Neill 208 Trafalgar St Rochester . NY 14619

1 I request an automatic 3-month (6-month, for 990-T corporation) extension of time until . . . . . . . . ~lf , 20 .Sar to file the exempt organization return for the organization named above The extension is for the organization's return for 10- El calendar year 20 .. or _ , D tax year beginning . ___ ___ _ _ _ , 20PQ and ending G~3o __ __ _ ___ _______ .200 1

2 If this tax year is for less than 12 months, check reason El Initial return D Final return El Change in accounting period

3a If this application is for Form 990-BL, 990-PF, 990-T 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions $

b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit $

c Balance Due. Subtract line 3b from line 3a Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See instructions a O

Signature and Verification under penalties of penury, I declare that I have examined this loan, including accompanying schedules end statements, end to the best of rtry knowledge and belief, rt Is true, cortact and complete, and that I am authorized to prepare this forth

Date 11- 111s 1d rue For Paperwork Reduction Act Novae, see Instruction Cat No 27916D Forth 886$ (12-2000)

Fo �� $$s$ Application for Extension of Time To File an mecamber 2WO) Exempt Organization Return OMB No 1505-1709

i " Department

a the Treasury

Internal Revenue service " File a separate appli cation for each return

* If you are filing for an AutoiRaLc 3-Month Extension, complete only Part I and check this box 9 If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part 11 (on page 2 of this form) Note : Do not complete Part 11 unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.

Automatic 3-Month Extension of Time-Only submit original (no copies needed) Note : Form 990-T corporations requesting en automatic 6-month extension--check this box and complete Part I only' ll~ All other corporations (including Form 990-C filers) must use Form 7004 to request an extension o/ time to file income tax returns Partnerships, REMICs and trusts must use Form 8736 to request an extension o) time to file Form 1065, 1066, or 1041. Type Or Name of Exempt Organization ~ Employer Identification number print E~ o .5'/ : ORo 5~.'{ $J~ File by we Number, street, and room or suite no Ii a P O box, see instructions due date far filing your

' ~sw~~y City town or post office, state, and ZIP code For a foreign address, see instructions 0 7-/4

Check type of return to be filed (Tile a separate application for each return) ' X Form 990 E) Form 990-T (corporation) 0 Form 4720

Form 990-BL 0 Form 990-T (sec 401(a) or 408(a) trust) El Form 5227 C] Form 990-EZ Q Form 990-T (trust other than above) 0 Forth 6069 El Form 990-PF EIForm 1041-A El Form 8870 * It the organization does not have an office or place of business in the United States, check this box 0 It this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, check this box " [] If it is for part of the group, check this box " Ej and attach a list with the

' names and EINs of all members the extension will cover