C,il I IL a

(ag may not necessarily equal the a I expenses per income income purposes ,,g=n

column (a) (see page 10 of the I j

books (cash basis only)

1 c.'.b.funff Inints .1 . d actfthdii)

Check

1, if the foundation is not required to attach Sch B

2 Distributions from split-interest trusts

3 interest on savings and temporary cash invesIments

4 Dividends and interest from securittes 6 .844 1 6,844 ST14T I

5a Gross rents

to (Net rental income or (loss)

Go Net gain or (loss) from sale of assets na on line 10 15,407 z a to Gross sales pnce (mall M > 177,693 assets on line 6a

7 Capital gain net income (from Part IV, line 2) 15,407 .

8 Net short-term capital gain

9 Income modifications 10a Gross saless less returns

and allcwances b Less Costo(goom; sold c Gross profit or (loss) (attach schedule)

11 Other income (attach schedule) 75,701 60,701 smir 2

12 Total Add lines i through 11 97,952 82 952

mn ansal.on of oofficers directors trustees etc 01 14 wages

oyee b nefits

'I :hWIles4attach sch ut D

Ing feU@0ta 'edule)ST14T 3 3,500 3,500 NONE NONE

rofessional fe a

17

her

ENO

ch schedule)

-E 1 iirniaru~.)

E 19 Depreciation (attach schedule) and depletion

< 20 Occupancy c 21 Travel conferences and meetings 130 130 .

di, 22 Printing and publications

23 Other expenses (attach schedule) STMT 4 14 14 E a 24 Total operating and administrative expenses

0 Add lines 13 through 23 3,644 31514 NONE 130 .

25 Contributions, gifts grants paid 161,250 161,250

26 Tani ax,ieamee and disbumernents Add lines 24 and 25 1 4,8 3,514 N 161,380

27 Subtract line 26 from line 12

a Eriumas of ft,ftnuo mer ex,ranses and disbuneahmals -66,942

b Not investment Income (if negative, enter -0-) 79,438

I c Adiustod net income (if negaUve enter -0 .)

2E1410 1 000 For Paper-work Reduction Act Notice . seethe Instructions Fonn 99 O-P F (2002) A

Fcm,1990 -

Return of Private Foundation OMB No 1 !~E52

Department of the 'ff or Section 4947(a)(1) Nonexempt Charitable Trust Treated fas a Private Foundation Inte Note The organization maybe able to use a copy of this return to satisfy state reporting ract r2@02 For calendar foor 2002. or tax Ve Ing , 2002, and ending 0 Check all t at apptY I I initial Final return Amended return Addres change Name change

Name ef orgartimition A Employer identification number

UsetheIRS SCHLARBAUM FAMILY FOUNDATION label GARY SCHIJUkRAUM - TRUSTEE 23-2996673

Otherwise . Number and street (or P 0 box number if mail is not delivered to street address) Room/suite B Telephone number (stas page 10 of print Ine instructions)

ortype SgeSpecific 266 HOTHORPE LANE (610) 971-9023

Instructions City or town state and ZIP code C fexemptionapplimumis P-H Pahang ehock hem 0. D I F.ft,n~....mns Mackh.re

& PA 19085-1116 2 F.r.,,, rhooling he c 0 anIZaton ~Vll 11~gM2VA 55', beat ChOCk heft and af

H e:,I,,I:: of LxJ Section 501(c)L3) exempt private foundation El FIl

S 947(a)(1) nonexempt charitable trust I I Other tax

v t nclation

E If prnmI . f . .nd .U.M.w . . lournurmted I Fair market value of all assets at end J Accounting method 5 Msa~h Accrual under SeMon 507(b)(IXA) check hem me El

of year (from Part fl, col (c), hne 0 Other (specify) . . . . . . . . . . . . . . . . . . . F If the f.u .d .u .h,. In . ~hu,rlh Unhanin;

16) Il 2,647,512 (Part /, column (d) must be on cash basis) I urid . .'m,0u.X7(bXIXB) chackhmm F-1 17M An alysis of Revenue and Expenses (d) Disbursements

(Th. total of amounts in columns (b) (c) and (a) Revenue and (b) Net investment (c) Adjusted net for charitable

IL A

17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Loans from officers d,rectors trustees and Other disqualified persons 21 Mortgages and other notes payable (attach schedule)

:3 22 Other liabilities (describe 11i - - - - - - - - - - - - - - - - - -

I

Fomn990-lPF (2002)

JSA 2E 14 20 1 COD

Attached schodulas and amounts in the 13alance Sheets descriplion column should be for

I Cash - non-interest-beenng 2 Savings and temporary cash investments 3 Accounts receivable 1111,

Less allowance for doubtful accounts llll~ 4 Pledges recervable lll~ . . . . . . . . . . . . . . . . . . . . . . . . . . .

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

disqualified persons (attach schedule) (Saa page 15 of the instructions) 7 Other notes and loans recervable (attach schedule)

Less allowance for doubtful accounts 8 Inventories for sale or use 9 Prepaid expenses and deferred charges

108 investments U S and state ginvernmeril mligatiom (anach SChedule) b Investments - corporate stock (attach schedule) c Investments - corporate bonds (attach schedule)

11 investments land buildings Ill and equipment basis - - - - - - - - - - - - - - - - - - - Less accumulated depreciation fit. (attach Schedule) - - - - - - - - - - - - - - - - - - -

12 Investments - mortgage lows 13 Investments - other (attach schedule) $T1fZ .5 14 Land buildings and llll~ eqULpment basis - - - - - - - - - - - - - - - - -

Less accumulated depreciation ii, (attach Schedule) - - - - - - - - - - - - - - - - - - - -

---------------- 15 Other assets (describe 01 - - - 16 Total assets (to be completed by all filers - see page 16 of

hitting of year End I Yew Book Value (b) Book Value (c) Fair Market Value

32,683 . 52,935 52 .935 877,393 . 191,784 191,784

1,644,026 2,242,441 2,402 .793

Organizations that f ollow, SFAS 117, check here ll~ " and complete lines 24 through 26 and lines 30 and 31

0 24 Unrestricted u C 25 Temporarily restricted 26 Permanently restricted

Organizations that do not follow SFAS 117, W check here and complete lines 27 through 31 Ill FX 0 27 Capital stock, trust principal, or current funds

28 Paid in or capital surplus or land bidg and equipment fund 29 Retained earnings accumulated income, endowment or other funds 2,554,102 2,487, 30 Total not assets or fund balances (see page 16 of the

instrucbons) 2,554,102 21487 31 Total liabilities and not assatelfund balances (see page 16 of

the instructions) 2,554,102 2,487,

OM Analysis of Changes in Net Assets or Fund Balances

i Total net assets or fund balances at beginning of year - Part 11, column (a), line 30 (must agree with end-of-year figure reported on prior year's return)

2 Enter amount from Part 1, line 27a 3 Other increases not included in line 2 (itemize) lio~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) lt~ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A Tnt.1 n.t ~r fi~.H haInnr.Pn nt Pind nf vpnr (Imp 4 mintin line 5) - Part If . column (b) . line 30

I I

(1) Gains (Col (h) gain minus col (k) but not less than -0-) or

Losses (from col (h))

If gain, also enter in Part I ' line 7

2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part 1, line 7 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)

If gain, also enter in Part 1, line 8 . column (c) (see pages 12 and 17 of the instructions) If (loss) . enter -0- in Part 1 . line 8

8 Enter qualifying distributions from Part XII line 4 . . I a 1 161,380 11 line 8 is equal to or greater than line 7 chnk the oox in Pan V1 line I b and ,rnvate that pan using a I Oc tax rate Sel, the Pan V1 instructions on Page 17

JSA Form 990-PF (2002) 2E1430 1 000

23-2996673

(a) List and describe the kind(s) of property sold (a g, real estate 2-story brick warehouse, a common stock, 200 shs MLC Co

Its SEE PART IV SCHEDULE to c d a

Depreciation allmed gp),Cost; other basis (a) Gross sales pric (or allmable)

use enseofsale (1)

Is

d

implete only for assets showing gain in column (h) and owned by the foundation on 1

(o) F M V as of 12131/69 0) Adjusted basis (k) Excess of col (i) I as of 12/31/69 1 over col 0) if any

Page 3

(C ~d) Date solid acquire )DaLd mo, day, yr (mo day. yr

(h) Gain or (loss) (a) plus (f) minus (g)

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

If section 4940(d)(2) applies. leave this part blank

Was the organization liable for the section 4942 tax on the distributable amount of any year in the base period? D YesF-x]No If "Yes," the organization does not qualify under section 4940(e) Do not complete this part

I Enter the appropriate amount in each column for each year, see page 17 of the instructions before making any entries

(a) (bj~ (c) (d)

Base period years Calendar year Net value of nonchantable-use assets DisinbutiM Milo (or tax ye r beginning Adjusted qualifying distributions, (col (b)diviledbrycol (c))

2001 196,220 2,440,032 0 .08041697814 2000 123,400 1,892,145 0 0652169891a 1999 48,171 704,102 0 06841480354 1998 1997

2 Total of line i, column (d) 2 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by ~. or by'

the number of years the foundation has been in exjstence if less than 5 years 3

4 Enter the net value of noncharitable-use assets for 2002 from Part X, line 5

5 Multiply line 4 by line 3 1 5 1 190,4

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

7 Add lines 5 and 6

Excise Tax Based on Investment Income (Section 4940(a), 4142(e), or 4948 - sea

Is Exempt operating foundations described in section 4940(d)(2). check here fl~ [! '..d'

n,., .

N/A' an line 1 Date of ruling letter . . . . . . . . . (attach copy of ruling letter If necassary - am Instructions)

b Domestic nizations that meet the section 4940(e) requirements in Put V . check here ll~ 7 and enter 1 % of Part 1 . line 27b . . . . . . .

* All other domestic organizations enter 2% of line 27b Exempt foreign organaabons enter 4% of Part I line 12, cot (b~ 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations ortly Others enter -0-) 3 Add lines I and 2 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 5 Tax based on Investment Income Subtract line 4 from line 3 If zero or less enter -0- 6 Credits/Payments * 2002 estimated tax payments and 2001 overpayment credited to 2002 6a 5,2, b Exempt foreign organizations - tax withheld at source 6b NC c Tax paid with application for extension of time to file (Form 8868)

6c NC

d Backup withholding erroneously withheld 6d 7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax Check hereEl if Form 2220 is attached 9 Tax due If the total of lines 5 and 8 is more than line 7 enter amount owed

10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overparcl .

I I

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

it participate or intervene in any political campaign? . to X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page

18 of the instructions for definition)? I b X If the answeris 'Yes'to la or 1b, attach a detailed descnpbm of the activities and copies of anymatenals published or distributed by the orrganization in connection with the activities

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

(1) On the organization ji~ $ (2) On organization managers $ a Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed

on organization managers lip $ 2 Has the organization engaged in any activities that have not previously been reported to the IRS? 2 X,

IF 'Yes, 'attach a detailed description, of the activities 3 Has the organization made any changes not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, cr other similar instruments? If 'Yes,"attach a conformed copy of the changes 3 X 4 a Did the organization have unrelated business gross income of $1 000 or more during the year? as X b If 'Yes,' has it filed a tax return on Form 990-T fix this year? 4b N, A

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

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either " By language in the governing instrument a " By state legislation that effectively amends the governing instrument so that no mandatory dire,cbms

that conflict with the state law remain in the governing instrument? 6 X 1 7 Did the organization have at least $5 000 in assets at any time during the year? If 'Yes 'complete Part I/, cod (c), and Part XV 7 X 8 a Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) 1, _KMM§j_k17JUA ------------------------------------------------------------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 Instrucbm G? If 'No, ' attach explanation 8b X 9 Is the organization claiming status as a private operating foundation within the meaning of section 49420)(3)

or 49420)(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions for Part XIV on page 25)? It 'Yes,'complete PartX[V 9

10 Did any persons become substantial contnbutors during the tax year? ff"Yes,'attach a schedule listing their names andaddresses 1 11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? 11

Web site address ll~ N/A 12 The books we in cue of ll GA~Y_ §CHIJUUBAUM - - - - - - - - - - - - - - - - - - - - - - - - - - - Telephone no 1~6.~_On97,~~99_23 . . . . . . . . .

Located at is. 2_6_6_ HOTHORPE_ 3g_klAnCLXA~_ jtA . . . . . . . . . . . . . . . . . . ZIP+4 is. - - - - - 1-9 o a-5---1-1-1 6 - - --- - - - - - - 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Che~ck here

and enter the amount of tax-exempt intsrest received a accrued during the year 13

JSA Form 990-PF (2002) 2E1440 1 000

Form 990-PF for Which Form 4720 Mav Be

JSA 2E1450 1 000

L~

File Form 4720 If any Item Is chocked In the -Yes" column . unless an exception applies Yes No

a During the year did the organization (either directly a indirectly)

(1) Engage in the salecrexchange or leasing of property with a disqualified person? [::]Yes a No

(2) Borrow money from, lend money to, or otherwise extend credit to (a accept it from)

a disqualified Person? Y:s X No

(3) Furnish goods services, or facilities to (or accept them from) a disqualified persion? Y a X No

(4) Pay compensation to or pay or reimburse the expensesof, a disqualified person? Yes X No

(5) Transfer any income or assets to a disqualified person (or make my of either mailable for the benefit or use of a disqualified persw)? 1:1 Yes EZNo

(6) Agree to pay money or property to a government official? (Exception Check 'No"

if the organization agreed to make a grant to or to employ the offioal for a period after termination of government service if terminabrig within 90 days I Yes No

b If any answer is "Yes" to la(l)-(6) did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 19 of the instructions)? I b X

Organizations relying on a current notice regarding disaster assistance check here

* Did the organization engage in a prior year in any of the acts described in la other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2002? 1 c X

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private

operating foundation defined in section 49420)(3) or 49420)(5)) * At the end of tax year 2002, did the organization have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2002? El Yes EZNo It "Yes 'listthe years 111~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (if applying section 4942(a)(2)

to all years listed answer 'No' and attach statement - see page 19 of the instructions ) 2b X

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

1111~ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3 a Did the organization hold more than a 2% direct or indirect interest in any business

enterprise at any time during the year? E Yes No

b If 'Yes ' did it have excess business holdings in 2002 as a result of (1) any purchase by the organizatim or disqualified persons after May 26 1969 (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired bygift or bequest or (3) the lapse of the 10, 15, or 20-year first phase holding penod? (Use Schedule C Fomn 4720, to determine if the organization had excess business holdings in 2002) 3 b X

4 a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X

b Did the organization make any investment in a prior year (but after December 31 1969) that could jeopardim its charitable

purpose that had not been removed from jeopardy before the first day of the tax yew beginning in 2002? 4b X

5 a During the year did the organization pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? El Yes EZNo (2) Influence the outcome of any specific public election (see section 4955) or to carry

on directly or indirectly any voter registrabon drive? . [] Y:: aX No (3) Provide a grant to an individual for travel study, or other similar purposes? Y X No

(4) Provide a grant to an organization other than a charitable, etc , organization described in section 509(a)(1) (2), a (3) or section 4940(d)(2)? Yes 1Z No

(5) Provide for any purpose other than religious chantable, scientific . literary a educational purposes, or for the prevention of cruelty to children a animals? 19/1% 0 Yes DNo

b If any answer is 'Yes" to 5a(l)-(5), did any of the transactions fail to qualify under the exi:ephons described in

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)? 5b X

Organizations relying on a current notice regarding disaster assistance check here c If the answer is "Yes' to question 5a(4) . does the organization claim exemption from the

tax because it maintained expenditure responsibility for the grant? Elyse 1Z No If 'Yes 'attach the statement required by Regulations section 53 4945-5(d)

6 a Did the organization, during the year receive any funds directly or indirectly to pay premiums on a personal benefit contract? 7;1,x E Yes ONo

b Did the organization during the year pay premiums directly or indirectly, on a personal benefit contract? 6b N If you answered 'Yes'to 6b, also file Form 8870 r~r

Form 990-PF (2002)

I I

23-2996673

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

Total number of others receiving over $50,000 for professional sennces 0- TNONE

r-?F,M Summary of Direct Charitable Activities

List I he foundations four largest direc I chant able act miles dunng the tax year Include relevant slat islical information such as the number Excenses of organizations and other beneficiaries served conferences convened research Papem pMduCed etc

1 _NZ?,:-_PPERATIONS-CONSIST-OF-GRANT-MAKING ACTTIVITIES - - - - - - - - - - - - - - - - - - - - - - -

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

2 ---------------------------------------------------------------------------- ----------------------------------------------------------------------------

3 ---------------------------------------------------------------------------- ----------------------------------------------------------------------------

4 ---------------------------------------------------------------------------- ----------------------------------------------------------------------------

Form 990-PF (2002) JSA 2EI460 1 000

(b) I ilia arid average Itcl ~onnw... (it) C.Milbutieni, 1 . nt (a) Name and address hours pin vieek (if not paid, enter ..Pl'. li,irnirel Pi. (s) Exibentra acco.,

devoted to position -04 nd d.l~ .".txin other allowances

GARY-SCHLARBAUM - - - - - - - - - - - - - - - - - - - - - - - PRESMENT -0- -0- -0-

RUTH-ANNE-SCHLARBAUM ------------------- SECRETARY-

MARK-R-SCHLARBALTM ---------------------- DIRECTOR3

I I I I MELINDA-SCHLARBAUM -------------------- ~ DIRECTOR

I I

2 Compensation of five hIghest-pald employees (other than those Included on line I - see page 20 of the Instructions) If none, enter "NONE "

(b) Title and aveniga (d) Cont.b .u. t. Expense account Jai Name and address of each employee paid morn than S50,000 hours per %veelk (C) cormiensation iiniplo,. te~niifil Ple. nces devoted to pwition nd d.l ..d P..U. other allowa

------------------------------------- j

------------------------------------- ------------------------------------- ------------------------------------- ------------------------------------- Total number of other employees paid over $50,000 3 Five highest-paid Independent contractors for professional services . (see page 20 of the instructions) If none, enter

"NONE " ____7 (.) -CIMP, (a) Name and address of each person paid more than W 000 (b) Type of service

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

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

0

ZM Minimum Investment Return (All domestic foundations must complete this part see page 21 of the instructions )

Fair market value of assets not used (or held for use) directly in carrying out chantable, 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 22 of the instructions) d Total (add lines I a, lb, and c) a Reduction claimed for blockage or other factors reported on lines 1 a and

1c (attach detailed explanation) le Acquisition indebtedness applicable to line I assets Subtract line 2 from line id Cash deemed held for charitable activities Enter ̀ 1 112% of line 3 (for greater amount, see page 22 of the instructions) Not value of noncharitable-use assets Subtract line 4 from line 3 Enter here and on Part V, line 4 Minimum Investment return Enter 5% of line 5

is 1 2 .234

2

4 5 6

Ion 4942)(3) and 0)(5) private i and d

0 not complete this part

im Distributable Amount (see page 23 of the instructions) (,' foundations and cerlain foreign organizations check here Ill.

I Minimum investment return from Part X, line 6 2 a Tax on investment income for 2002 from Part V1, line 5 2a 1,589 b Income tax for 2002 (This does not include the tax from Part VI 2b_J c Add lines 2a and 2b 2c

3 Distributable amount before adjustments Subtract line 2c from line 1 3 4 a Recoveries of amounts treated as qualifying distributions 4a NONE b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 41b 4c

5 Add lines 3 and 4c 5 6 Deduction from distributable amount (see page 23 of the instructions) 6

7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part X111 . line 1 7

ff.%FM Qualifying Distributions (see page 23 of the instructions)

I Amounts paid (including administrative expenses) to accomplish charitable . etc , purposes a Expenses, contributions, gifts, etc - total from Part 1, column (d), line 26

a b Program-related investments - Total from Part IX-B

II, 2 Amounts paid to acquire assets used (or held for use) directly in carrying out chantable, etc

,

purposes Amounts set aside for specific charitable projects that satisfy the Suitability test (prior IRS approval required) 3a Cash distribution test (attach the required schedule) 31b Qualifying distributions Add lines I a through 3b Enter here and on Part V, line 8, and Part X111, fine 4 4 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 11% of Part 1, tine 27b (see page 24 of the instructions) 5 Adjusted qualifying distributions Subtract line 5 from line 4 6 Note The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation

qualifies for the section 4940(e) reduction of tax in those years

3

b 4 5

6

Form 990-PF (2002) JSA 2E1470 1 000

Describe the two largest program-relatea investments matte oy the rountlarion auring me utt yew m iinen, i artu , - NONE - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

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

2 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ---------------------------------------------------------------------------

All other prograrn-relalea in~imentS See page 21 of the insimclions

3 NONE - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ---------------------------------------------------------------------------

1111~

I

2 3 4

0 1

Form 990-PF (2002) page a

Undistributed Income (see page 24 of the instructions)

(a (c) (d' orpus Years p:r to 2001 2001 2002

I I

I I

Forrn990-PF (2002)

JSA 2E %4210 1 000

23-2996673

1 Distributable amount for 2002 if= PwtXl, line 7

2 Undtsinbuteo incorre if any as of the end of 2001 a Enter amount for 2001 only b Totallorpnayeam 2000

3 Excess distributions carryover it any, to 2002 a From 1997 b From 1998 c From 1999 d From 2000 a From 2001 f Total of lines 3a through a

4 Qualifying distributions for 2002 from Part X1 I line 4 ll~ $ 161,380

a Applied to 2001, but not more than line 2a

b Applied to undistributed income of pnor years (Election required - see page 24 of (he instruclions)

c Treated as distributions out of corpus (Electiort required - see page 24 of the instructions)

d Applied to 2002 distributable amount " Remaining amount distributed outof corpus

5 Excess distributions carryover applied to 2002 (if an amount appears m column (d), the same amount must be shown in column (a) )

6 Enter the net total of each column as; Indicated below

" Corpus Add lines 3f, 4c, and 4e Subtract line 5

b Prior years undistributed income Subtract line 41b from line 21b

c Enter the amount of prior yews' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previmsly assessed

d Subtract line 6c from line 6b Taxable amount - see page 24 of the instruchorts

0 Undistributed income for 2001 Subtraciline Aafromi.ne2a Taxi,blearnmnt seepage 24 of the instmclions

f Undistributed income for 2002 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2003

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) a 4942(g)(3) (a" page 24 of the instructions)

8 Excess distributions carryover from 1997 not applied on line 5 or line 7 (sea page 25 of the instructions)

9 Excess distributions carrymer to 2003 Subtract lines 7 and 8 from line 6a

10 Analysis of line 9 a Excess from 1998 1

b Excess from 1999 22,

c Excess from 2000 52,

d Excessfrom 2001 81,

I

orn, 990-PF

Total

C Qualifying distrouldirds from Pad X11 line4fortalsoltystarlisliel

d Amounts included in line 2c no used directly for sclunis cort of rl~rmpt cui

0 Qualifying distributions, mad . d,, .,Il, for actinsi cond.. of exempt activities subtract line 2d from line 2o

3 Complilia2la b circlorthe Witintranst test raludol .,son

a Assets el,donniti I ., enter

0 1 void, of .11 ... (2) Visluildessiflaqu .1dr,

.no., turictu. 4942UX3XBXi)

b Endmidnant efirdwribint last Enter 2/3 of minimum investment return thirsted in Pon X line 6 lot stech year listed!

c suction' ithemniturv. tast enter

(1) Total support other than gross investment income interior dividends red . payments orn ...nu. loans (a.. 512(ts)(5)) or royalties)

(2) support 1. genvided public and 5 or more ii~idnpl ., .n. .U.a a. provided in ircurod 49420)(3)(1f)(iti)

(3) Largest amount of support from an touempt isr,rdand.

d Any restrictions or limitations on awards, such as by geographical areas chantable fields kinds of institubons Ott other factors N/A

JSA 2E1490 1 000 Form990-IPF (2002) I I

1-3TIM Private Operating Foundations (see page 25 of the instructions and Part VII-A, question 1 a' If the foundation has received a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2002, enter the date of the ruling . . . . . . b Check box to indicate whether the organiZation is a private operating foundation de=bd ;n

26 Enter the lessuer of the Tax yew Prior 3 years

adjusted not

income from (a)2002 (b) 2001 (c) 2000 (d) 1999 Part I or the minimum investment return from Pan X for each year listed

Id 85%ofline2a

[23M Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year - see page 25 of the instructions.)

I Information Regarding Foundation Managers a List any managers of the foundation who have contributed more than 2% of the total contributions received bythe foundation

before the close of any Iax year (but only if they have contributed more than $5 000) (See section 507(d)(2) I GARY SCHIARRAUM 266 HOTHORPE LANE VILLANOVA PA 19085

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

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc , Programs, Check hem ll~ F-X1 if the organization only makes contributions to preselected chantableorganizations and does nor accept unsolicited requestsforfunds

If the organization makes gifts, grants etc (Soo Pride 25 of the instructions) to individuals a organizations under Other conditions Complete items 2a lo, c and d

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

b The form in which applications should be submitted and information and matenals they shmld include N/A

C Any submission deadlines N/A

I

t ~' I Foundation 0 slatusol !,r, recipient

Purpme of grant a contribution

10- 3 a

Foinn 990-PF (2002) J~

2EIA91 I ODD

3 Grants and Contribution Recipient

Name and address (home or a Paid during the year

SEE STATE24ENT 6

Total b Approved for future payment

)roved for FLdure

23-2996673

Amount

I

I I

Enter gross mounts unless othen,vise indicated Unrelated businesis moome (a) (b)

Business I Programl service revenue code Amount a to c d a f 9 Fees and coritractsimingovernmentagencies

2 Membership dues and assessments 3 interest on savings and temporary cash investments 4 Dividends and interest from securities 5 Net rental income or floss) from real estate a Debt-financed property b Not debt-financed property

6 Net rental income or (1=) from personal property 7 Other investment income 8 Gain or (ioss) from sales of assets dher than mvenlcry 9 Net income or (loss) from special events

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

to c d a

1 2 Subtotal Add columns (b), (d), and (a) . . . 13 Total Add line 12, columns (b), (d), and (a) . . . . . . . . . . . . . . .

407

13 ___ 82 . 952

JSA 2EI492 1 000

Form 990-PF 23-2996673

512, 513, a 514 (d)

~ I

;MENT25:11111 Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to

Line No the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See V page 26 of the instructions )

Form 990-PF (2002)

Famn 990.PF 12002) 23-2996673 Page 1 2 97MEM Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Line no I (b) Amouni mtcived I (c) Name of nonChamapie exampt organization, I (d) Description a' transfers imnsactions and

2 a Is the organization directly or indirectly affiliated with or related to, we 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 a] No

JSA 2E1493 I OOD

I Did the organization directly or indirectly engage in any of the following with any other orgarruizabon described in section

501(c) of the Code (other than section 501(c)(3) organizations) or in secticin 527 relating to political orgaruzatrons? a Transfers from the reporting organization to a nonchantable exempt orgammarboin of

(1) Cash . . . . (2) Other assets

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

c Sharing of facilities equipment mailing lists other assets or paid employees of 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 reporting organization If the organization received less than fair

market value in any transaction or sharing arrangement, shm in column (d) the value of the goods, other assets or se"ices

FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME

Kind of Property Description D Date Date sold 0 acquired

Gross sale Depreciation Cost a FMV Ad basis Eiic~ of Gain Price less allowed/ other W of L of FMV met or

exi,enses of sale allowable basis 121'41~ 17131 Ir A adi basis (loss)

17,645 SHS GLOPLAT FIXED INCOME FUNDS VARIOUS 09/26/2002

177,693 162,286 15,407

----------

TOTAL GAIN(LOSS) 15,407

2EI730 1 00

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lion of property JDJ UaTe 100 sham 71 . acquired (c) Date SOW (it) $aim pnce

(a) cost a other pasis (1) Gain or (Low) . ~ ~ r, I I . H.~ ~

I

I (mo day vr ) I I (sea pads 31) 1 (cot (d) ass; cot h

2 Short-term capital gain or (loss) from Forms 4684, 6252, 6781, and 8824 3 Net short-term gain or (loss) from partnerships, S corporations, and other

estates or trusts 4 Short-term capital loss carryover Enter the amount, if any, from line 9 of the

2001 Capital Loss Carryover Worksheet 5 Not short-term gain or (loss) Combine lines 1 through 4 in column (f) Enter

4

6

Note If line 16, column (3) is a not gain enter the gain on Form 1041, hne 4 If lines 15a and 16 column (2) . am not gains, go to Part V and clo hot complete Part IV If line 16, column (3), is a not loss. complete Part IV and the Capital Loss; Carryovel, Worksheel, as necessatry

For Paperialork Reduction Act Notice, see the Instructions for Form 1041 Schedule D (Form 1041) 2002 JSA 2FI210 2 000

I A ~-r ~ . 11 1 1,,Inn no, . ~e . A ~ Tr^~ I

SCHEDULE D Capital Gains and Losses OMB No 1545-009 : (Form 1041) Do ' 0 the Treasury ji Attach to Form 1041 (or Form 5227) . See the separate Instructions for iot~led I n i p.art m,

nue service Form 1041 for Form 5227). r~12002

Name of estate or trust oyer Identificaticirn number

SCHLARRAUM FAMLY FOUNDATION 23-2996673 Note: Form 5227 filers need to complete only Parts I and 11

= Short-Term Capital Gains and Losses -Assets Held One Year or Less

1

1111~

[M Long-Term Capital Gains and Losses -Assets Held More Than One Year

1'0_c~ 46 1 ;_C'q_,1_ra~ I (c) Date Sold (a) cos, a other basis I (f) Gain or (Lose) I '_ or (Low)

H a ~. r.~ I emn rl.~ I (mo,day,yr) (d) Sales pnce I (sea page 31) 1 (col (d) Ims c -(see instr be

7 Long-term capital gain or (loss) from Forms 2439, 4684, 6252, 6781, and 8824 7 8 Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts 8 9 Capital gain distributions 9

10 Gain from Form 4797, Part 1 10 11 Long-term capital loss carryover Enter in both columns (f) and (g) the amount,

if any, from line 14, of the 2001 Capital Loss Carryover Worksheet 11 L 12 Combine lines 6 through 11 in column (g) 112 13 Not long-term gain or (loss) Combine lines 6 through 11 in column (f) Enter

*28% rate gain or loss includes all "collectibles gains and losses" (as defined on page 31 of the instructions) and up to 50% of the eligible gain on qualified small business stock (see page 30 of the instructions)

1 (1) Bee=anes' (2) Estate's (3) Total [ZM Summary of Parts I and 11 (se 32) or trust's I

14 Not short-term gain or (loss) (from line 5 above) 15 Not long-term gain or (loss)

a Total for year (from line 13 above) b 28% rate gain or (loss) (from line 12 above) c Qualified 5 - year gain cl Unrecaptured section 1250 gain (see line 17 of the

worksheet on page 33) 16 Total net gain or (loss) Combine lines 14 and 15a

17 Enter here and enter as a (loss) on Form 1041 . line 4, the smaller of a The loss on line 16, column (3) or b $3 .000 . . . . . . 17

If the loss on line 16, column (3), is more than $3,000, or if Form 1041, page 1, line 22, is a loss, complete the Caiartill Low Canryover Wonksheet on page 34 of the instructions to determine your capital loss canryover

Tax Computation Using Maximum Capital Gains Rates (Complete this part only if both lines 15a and 116 in column (2) aregains,and Form 1041,line22 ismorethanzero )

If line 15b, column (2) or line 15d, column (2) is more than zero, complete the worksheet on page 35 of the instructions re the amount to enter on lines 20 and 38 belowandskip all otherlines below Otherwise, go to line 18

Note to fi;;

32 Enter the smaller of line 18 or line 21 32 33 Enter the amount, if any, from line 26 34 Subtract line 33 from line 32 35 Multiply line 34 by 20% ( 20)

36 Add lines 23, 29, 31, and 35 37 Figure the tax on the amount on line 18 Use the 2002 Tax Rate Schedule on page 21 of the

instructions 38 Tax on all taxable Income (including capital gains) Enter the smaller of line 36 or line 37 here

and on line 1 a of Schedule G, Form 1041 Schedule D (Form 1041) 2002

JSA 2 F 1 220 2 000

SCheduie D (Fom 1041) 2002

18 Enter taxable income from Form 1041, line 22 18

19 Enter the smaller of line 15a or 1 6 in column (2) 19 1

20 If the estate or trust is filing Form 4952, enter the amount from line 4e otherwise, enter -0- ll~ 20

21 Subtract line 20 from line 19 If zero or less, enter -0- 21 22 Subtract line 21 from line 18 If zero or less, enter -0- 22 23 Figure the tax on the amount on line 22 Use the 2002 Tax Rate Schedule on page 21 of the

instructions 23 24 Enter the smaller of the amount on line 18 or $1,850 24

If line 24 Is greater than line 22, go to line 25 . Otherwise, skip lines 25 through 31 and go to line 32 .

25 Enter the amount from line 22 25

26 Subtract line 25 from line 24 If zero or less, enter -0- and go to line 32 26

27 Enter the estate's or trust's allocable portion of qualified 5-year gain, if any, from line 15c, column (2) 27

28 Enter the smaller of line 26 or line 27 --L2 8

29 Multiply line 28 by 8% ( 08) 29

30 Subtract line 28 from line 26 30 31 31 Multiply line 30 by 10% ( 10)

If the amounts on lines 21 and 26 are the same, skip lines 32 through 35 and go to line 36

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