return of Private Founda~ ~r Section 4947(a/(1) Nonexempt Chanta~Trust Treated as a Pnvate Foundation

Transcription

1 Fdm 990-PF return of Private Founda~ ~r Section 4947(a/(1) Nonexempt Chanta~Trust Treated as a Pnvate Foundation Dlpertmai~ dihetrmsuy inlanai Rcvmue Sake Note The organization me 6e able to use a co of (his return to satisfy state re portin g For calendar ear 2007 or tax ear Innln, 2007, and end G Check all that appy Initial return Final return Amended return Addi Name of organization Use the IRS label otherwise, print or type See Specific Instructions Number and street (or P O box number it mail is not delivered to street address) Room/suite meras range 01,18 NO Name chang Empbyer identification number City or town, state and ZIP cafe c if exemption application is penamp Ch&Ck here Check type of organization U Section 501 c 3 exempt private P foundation 79 Other taxable p rivate founda4on Fair market value of all assets at end J Acs of year (ham PaR ll, cd (c), line , 222, 535 (Part Analysts of Revenue and Expenses (The total d amounts in Columns (b), (c), and (d) may not necessenly equal the amounts in 1 GonaICUOm~ ib pianb arc recehe0(amcnuhauule) Check ~ I I il the foundation is not required to lj Wan Son B N 2 Distributions from split-interest trusts 7 Interest on 5a.+nps and temporary cash invmiments 4 Dividends and interest from securities 6a Gross rents d b (Net rental mcaneor (lass) ) ffi 62 Net peen a (loss) hen sale of assets riot m line 70 L75 I b crass seta price la air assets on line 6a 89,560,206 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain LLJ 9 Income modifications,y 110a Grams seta less returns f and dlana~c~ ~- Q b Less Cost al gwcs sold L c Gross profit or (loss) (attach schedule) 11 Other income (attxh schedule) Telephone number (see page 10 d the Instructions) D 7 Foreign organ pamna crack nme, 1 t Foreign onguitalronsin.cong Me 85% tend chats here and atah:h comounoon E Itprivate rounaaemtt]ns~alelmlnabe untingmethod Cash X Accrual under.~n so7(ex+xa) ~n«~narc "~ Other (specay) F IfMsfoundation ls In a60.monnhrmlna0onfcolumn ldl must be o!1 cash bas is ) unaer.ecmn so7ieviva1 cn«tnue " 1 (a) Revenue and I (b) Net investment expense per books income (c) Adjusted net income (d) Disbursements for charhabk purposes cash basis onyx Sch Compensation of officers directors trustees etc y 14 Other employee salaries and wag's. e 16 Pension plans, employee benefits g 16a Legal lees (attach schedule) Sch I Y b Accounting fires (attach schedule) Sch 2 a c Other professional lees (attach xheduk)sch 3 t 17 Interest C 7 8 Taxes (attach schedule) (aa* gape 14 doe inmcuona) Sch 4 19 Depreciation (attach schedule) and depletion Sch 5 20 Occupancy, 21 Travel, conferences. and meetings,,, m Z Z Printing and publications, A 21 Other expenses (attach schedule) Sch 6 w 24 Total operating and administrative expenses a O Add lines 13 through Contributions. gifts, grants paid Subtract line 26 from line 12 0 EaqaMnv~nu~owr~~q~~~MEYOUn~m~M~, b Net investment innecstne (if negative, enter -0-) JsA +E+I +o a oro For Paperwork Reduction Act Notice, a" the instructions 52( /13/ V01-7 Form 990-PF (2001) 10

2 c1 nitacne ad+le and amounts in me inning n,e.af.ear amounts onv see irntructvrs I e) Book Balance Sheets aas«iation column should be for 1 Cash - non-interest-bearing 2 Savings and temporary cash investments J Accounts receivable 101 d Less allowance for doubtful accounts Pledges receivable Less allowance for doubtful accounts 6 Grants receivable, 6 Recervables due from officers, directors, trustee, and other disqualified persons (attach schedule) (see papa 15 of the instructions) 7 Other notes and loans recavable (attach schedule) 1 _ - _ B Less allowance for doubtful accounts Inventories (w sale w use 9 Prepaid expenses and deferred charges 10a Investments -US eiestate poremmatodpaiorts(atschschecue) b investments - corporate stock (attach schedule) Sch 7 c Investments - corporate bonds (attach schedule) Investments land buildings, 11 bas 1111, and equipment Less accumulated depmaum 10. (attach schedule) 12 Investments - mortgage loans, 13 Investments - other (attach schedule) Sch 8 to Land, cuwxysaia equipment team to SchS ` Less accumvaleddeprwatim (ettxhscnedule) ~ ~_137,786_ 16 Other assets (descnbe t _-_----- Sch9 ) 16 Total assets (to be completed by all filers - see page 16 of Fair 17 Accounts payable and accrued expenses,,,,,, 18 Grants payable 19 Deferred revenue 20 Lmns ham officers directors trustee aid other disqualified pawls 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe 1 --LNe Of Credit Organizations that follow SFAS 117, check here "U and complete lines 24 through 26 and lines 30 and Unrestricted.,,.,......,,,.., lid 125 m 26 Temporarily restricted 4, 881, m 26 Permanently restricted " " Organizations that do not follow SFAS 177, u check here and complete lines 27 through 31 `Is, F 0 27 Capital stock, trust principal or current funds.. d 28 Paid m a capital surplus, a IaM bidg, and equipment fund 29 Retained earnings, axumulaec incang endowment a other fund r 70 Total not assets a fund balances (see page 17 of the z Instructions),,....,,,, 164, 266, , 962, 3 1 Total liabilities and net assawhmd balances (see page 17 of the instructions ) 214, 524, , 222, Analysis of Changes in Net Assets or Fund Balances t 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 poor years velum), z Enter amount from Part I, line 27a s Other increases not included in line 2 (Rem e)" Other Increase 4 Add lines 7, 2, and 3 6 Decreases not included in line 2 (Remi Sch 10 s Total net assets or fund balances at end of veer (line 4 minus line 51 - Part 11. column (b). line 30.. isa te1470]ood SR /13/ :23 56 V01-7 Form 990-P F (2001 )

3 990.PF 3 1a b c d e Sch I I (a) List and describe the kind(s) o! property sold (e p real estate, 2-story brick warehouse, or common stock 200 shs MLC Co ) (e) Gross sales prise (f) Depreciation allowed (9) Cost or other basis (or allowable) plus expense of sale (e) Date I ~U acquired ~ rn.:.m (mo day. Y~ (h) Gain or (it=) (e) plus (f) minus (p) I (d) Date sold Into, day yr ) c Com p lete onl y for assets showing sin in column h and owned b the foundation on a (i) F M V as of 12/31/69 (1) Adjusted basis (k) Excess of cd (i) as of 72/37/69 over cot 0), if any (I) Gams (Col (h) pan minus cot (k), but not less than 4)-) or Lasses (from cot (h)) ( If gain, also enter in Part I, line 7 2 Capital gam net income or (net capital lass) i If (loss), enter -0- in Part I, line 7 } 2 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) II gain, also enter in Part 1, line 8, column (c) (see pages 73 and 17 of the instructions) )y If (loss), enter -0- m Part I. tine 8 1 a (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 distnbutable amount of any year m the base period?. If "Yes," the organization does not quality under section 4940(e) Do not complete this part F-1 Yes ax No 1 Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any entries 1-1 Base petoc yeas calendar War I (b) I ( ) - (a tax yea begnnrg in) Adjusted qualr" Arstnp,LQ Net slued roichartmlcusa.sets I 20,378, , ~ Total of line 1, column (d).....,,.., 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 m existence A less than 5 years,,,, Enter the net value of noncharitable-use assets for 2001 from Part X, fine 5,,,,, Multiply line 4 by line 3,,,,,,,,,,,, 8 Enter 1 b of net investment income (1 h of Part I, line 27b) , Add lines 5 and 6...,,,.,,,,,,,, B Enter qualifying distributions from Part XII, line g 1 72,344,074 If line B n squad to a Ormer than One 7 Cfgk the pm m Pal VI ure 1b, Rid Cgnplte J5A IIHI p02 using a 7% tat rye S9p the Pat N uktluppr, on papg 18 'E" Form 990-P F (2001) SK /13/ :08 38 VO1-7

4 1 a Exempt operating foundations described in section 49a0(d)(2), check here ji~ U and enter 'N/A' on line 1 Date of ruling letter _ (attach copy of ruling letter if necessary " see instructions) b Domestic or anizations that meet the section 4940(e) requirements in Part V, check here " and enter 1 % of Part I, line 27b c All other domestic organizations enter 2% of line 27b Exempt Iaayn wganaatwns enter 4.6 of Van I, line 72, cd (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 3 Add lines 1 and 2 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 6 Tax based an investment income Subtract line 4 from line 3 II zero or less inter -0-6 Credits/Payments a 2001 estimated tax payments and 2000 overpayment credited l , D Exempt foreign organizations - tax withheld at source 6 b NONE c Tax paid with application for extension of time to file (Form 8868) 6 c NONE d Backup withholding erroneously withheld 7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax Check herea if Form 2220 is attached 9 Tax due II the total of lines 5 and 8 is more than line 7, enter amount owed,,, 1 10 Overpayment II line 7 is more than the total of lines 5 and 8, enter the amount overpaid t 6d 18 7 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did Yes No 11 participate or intervene in any political campaign?, 1 a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see gape 19 0l the instructions for definition)?,, 1 b X 11 flee answer s 'Yes' to Is or 16, attach a detected descnphon of the activities end copies of any materials published or distributed by the organization rn coninection will? the activities e Did the organization file Form 1120-POL for this year? 1 c X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year (1) On the organization ji~ $ NONE (2) On organization managers " $ NONE a Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers " $ NONE Z Has the organization engaged in any activities that have not previously been reported to the IRS? 2 X If 'Yes,' attach e defected 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, or other similar Instruments? 11'Yes,"ettech a conformed copy of the charges 3 X 4 o Did the organization have unrelated business gross income 0151,000 or more during the yeah 4a X b If "Yes.' has It filed a tax return on Form 990-T for thin yeah - 4b N A 6 Was there a liquidation, termination, dissolution, or substantial contraction during the year?,, 6 X If 'Yes,' attach the statement required by General Inshuchoh T 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either By language in the governing instrument Or " By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the slate law remain in the governing instrument?,, 6 X 7 Did the organization have at least $5,000 fn assets at any time during the year! If 'Yes' complete Pert 11 cot (c), anti PeRXV, 7 X 8 a Enter the states to which the foundation reports or with which it is registered (see page 19 of the g Instructions) " GEORGIAl_DISTRICT_OF-COLVMBIA b I I the answer is 'Yes' to line 7, has the organization furnished a copy of Forth 89o-PF to the Attorney General (or designate) of each state as required by General Instruction G711 'NO ' attach explanation,, B b X Is the organization claiming status as a private operating foundation within the meaning of sedan 4942Q)(3) or 4942Q)(5) for calendar year 2001 or the taxable year beginning in 2001 face instructions for Part XIV on gape 25)7 h "Yes,' complete Pert XIV, X 10 Did any persons become substantial contributors during the tax yeaf7ll "Yes,' attach a schedule listing their names and addresses 10 X 11 Did the organization comply with the public Inspection requirements for its annual returns and exemption application?. 11 X Web site address " N[iW.TORNERFOUNDATION.ORG 72 The books aremcare ol "_CATHERINE_E,_MICRI.E Telephwreno " 404= Located at ii~ ONE CNN CTR 3 TOWER STE 1090 ATLANTA GA ap _3_ 7 3 Section 4907(a)(7) nonexempt charitable trusts riling Form 99o-PF In lieu of Form Check here end enter the amount of tax-exempt interest received a accrued durlna the veer. " I t ] I im Form 8B0-PF (2001) \ 1E1// SR /13/ '08.38 VO1-7

5 Form 99dPF 5 File Form 4720 If any item is chalked in the "Yes" column. unless an axcaptim applies 1 a During the year did the organization (ether directly or indirectly) (1 ) Engage in the sale or exchange, or leasing of property with a disqualified person? I--] Yes OX No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? Yes X No (3) Furnish goods services or facilities to (or accept them from) a disqualified person?.. Ves X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?.. X Y as No (6) Transfer any income or assets to a disqualified person (a make any of either available for the benefit or use of a disqualified person)?, a Yes EO No (6) Agree to pay money or properly to a government okciayi (Exception Check "No" if the organization agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days )... 1:1 Yes OX No b II any answer is 'Ves'to 1a(1){6), did any of the acts tail to qualify under the exceptions described m Regulations section (d)-3 or in a current notice regarding disaster assistance (see gape 19 0l the instructions)? Organizations relying on a current notice regarding disaster assistance check lice c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in Toes on tenure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 49420(3) or 4942Q)(5)) a At the end of tax year 2001, did the organization have any undistributed income (lines 6d and 6e, Pan XIII) for tax year(s) beginning before 2001?.. D Yes ~X No If "Yes," list lheyears "... b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) c (relating to incorrect valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2) to all years listed, answer "No" and attach statement- see page 19 0l the instructions }.... If the provisions of section 4942(a)(2) are bang applied to any of the years listed in 2a, list the years here J a Did the organization hold more than a 2% direct or indirect interest in any baseness enterprise at any lime during the year? b If "Yes ; did it have excess business holdings in 2001 as a result of (11) any purchase by the organization or disqualified persons after May 26, 1969, (Z) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift w bequest, a (3) the lapse of the 16, 115, or 20-year first glass holding period? (Use Schedule C, Form 4740, to determine a Yes ONo o/ the Organization had excess business holdings m 2001) v Did the organization invest during the year any amount in a manner that would Jeopardize its charitable purposes?.... b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the fuel day o7 the fax year beginning m a During the year did the organization pay a Incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? El Yes EONo (2) Influence the outcome of any specific public election (sx section 4955) or to carry on, directly or indirectly, any vote registration drrve?, Yes X No (7) Provide a grant to an individual for travel, study, or other similar purposes'! Yes ex No (4) Provide a grant to an organization other than a charitable, etc, organization described in section 509(a)(1), (2), or (3), of section 4940(4)(2)?,,,,,,,,,, a Yes E:]No (6) Provide for any purpose other than religious, charitable, suentiflc, literary, or educational purposes or for the prevention of cranky to children or animals ED Yes OX No b If any answer is 'Yes'to Sa(1)-(5), did any of the transactions fail to quality under the exceptions described in Regulations section or in a current notice regarding disaster assistance (ace page 20 of the instructions)? " ~ Organizations relying on a current notice regarding disaster assistance check here c If the answer is "Yes' to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility la we prang, SCh 12.. Il'Yes,"attach Me statement required by Regulations section (4) EO Yes EINo 6 e Did the organization. during the year, receive any lands, directly or indirectly, to pay premiums on a personal benefit contract?,,.,,, a Yes ~X No b Did the organization, during the year, pay premiums, directly or Indirectly. on a personal benefit contract? If you eruwerod "Yes' to 66, also file Form 8870 Form 990-PF (2001) \ 'EUSp/000 SA /13/ V01-7

6 Information About hers, Directors, Trustees, Foundation Manayers, Highly Paid Employees, and Contractors 7 List all officers, directors, trustees foundation mana ers and their compensation see a 20 of the Instructions (b) Title E+Hape (C) Compensation (a)conmouoonzm (e) Expense (a) Nave arid address hours and per week (If not pale, enter emotavee anent piana aocqnk devoted to pogdan a 2nd aeferrta canpanumn oiler allqra~ s SCHEDULE I y I 2 Compensation of flue highest-paid employees (other than those Included on line 1 - see page 27 of the Instructions) IT none, enter "NONE " (b) Title and =age (a) con viouoona to (a) Name and aaarws of each empryee pac mae than hairs Per week (c) Compusatim smpiqsa eenem pane " e) Expe~u acourn devoted to posrtqn ard aalerrte canoanumn other allox2rr, 5 SCHEDULE j J Five highest-paid Independent contractors for professional services - (see page 21 of the Instructions) n none, enter "NONE " (a) Name and address of each person paid more than SW.000 (b) Type of smice (c) Ca SCHEDULE Summary of Direct Charitable Activities List the IWnGelion's lour largest Circa Charitable activities dunlq the tax year Include relerdit statistical mbrtnatqn such as the numbs of organizations and other beimcanes saved anlerencr, cornaned, rea;ch papas pro0uced 0c EVattps S NONE F«m 9B0-PF (2007) tet46p7000 sx /13/ v01-7

7 NONE Amount 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc, purposes a Average monthly fair market value of secun4es b Average of monthly cash balances,, c Fair market value of all other assets (see page 22 of the instructions) d Total (add lines 1a, b, and c) e Reduction claimed for blockage or other factors reported on lines 1 a and 1c (attach detailed explanation) 2 Acquisition indebtedness applicable to line 1 assets S Subtract line 2 from line 1d 4 Cash deemed held for charitable activities Enter 7 1/2% of line 3 (for greater amount, see page 23 of the instructions) 3 Net value of rtoneharitable-use assets Subtract brie 4 from line 3 Enter here and on Part V, line 4 8 Minimum Investment return Enter 5 h of line 5 Distnbutable Amount (see page 23 of the instructions) (Section 49420(3) and 0)(5) private ~foundauons and certain foreign organizations check here I~ n and do not complete this pa t Minimum investment return from Part X, line a Tax on investment income for 2007 from Part V1, line 5 2a b Income tax for 2001 (This does not include the tax from Part VI ~. 2 b c Add lines 2a and 2b 2c 3 Oistributable amount before adjustments Subtract line 2c from line 1,... 4 a Recoveries of amounts treated as qualifying distribubons 4a 88, 60 b Income distributions from section 4947(a)(2) trusts,.,.,. 4b c Add lines 4a and 4b S Add lines 3 and 4c Deduction from distributable amount (see page 23 of the mstruclons), 7 Dlstrlbutable amount as adjusted Subtract line 6 from line 5 Enter here and on ~ Part XIII, line 1 ~ 1 AllolllCpr(grem-relaledimP tmgks See page 22 of the uwtrwtpr6 a b 2 J a b NONE fowl Add lines 1 through 3 Minimum Investment Return (All domestic foundations must complete this part Fo see page 22 of the instructions ) I 1e Qualifying Distributions (see page 23 of the instructions) Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1 a Program-related investments - Total from Part IX-B 1 b Amounts paid to acquire assets used (or held tar use) directly in carrying out charitable, etc, purposes 2 Amounts set aside for specific charitable projects that satisfy the Suitability test (prior IRS approval required)......, a Cash distribution test (attach the required schedule).. 36 JsA te1q Qualifying distributions Add lines to through 3b Enter here and on Part V, line 8 and Part X111, line 4 4 ~y Organizations that quality under section 4940(e) for the reduced rate of tax on net investment income Enter 1 b of Part 1, line 27b (see page 24 of the instructions)..,,, Adjusted qualifying distributions Subtract line 5 from line 4.., ,, 8 71 Note The amount on line 6 will be used in Pert V, column (b), in subsequent years when calculating whether the foundation quelihes for the section 4940(e) reduction of tax in those years S1C /13/ :38 V01-7 7a tb tc 7d S 6 Form 880-PF (2001)

8 Form 99PPF (2001) ~ page 8 C~ Undistributed Income (see page 24 of the instructions) (a) 1 Disfributa6le amount for 2001 from Part XI, Corpus line 7 2 UnaistriWteC income if my, as of the aid of 2000 a Enter amount for 2000 only b Taallaprwryears 3 Excess distributions car over, A any to 2001 a From b From , 990, 959 c From , 435, 107 d From 1999, 34, 158, 308 e From 2000,, f Total of lines 3a through e.,, B 4 Qualifying distributions for 2001 from Part XII line ,074 a Applied to 2000, but not more than line 2a,,, b Applied to undistributed income of poor years (ElectimrequireC see page 24 of the insinictiorts) c Treated as distributions out of corpus (Election required - see page 24 0l the instructions) d Applied l dislributable amount. e Remaining amount distributed out of corpus 6 Excess distributions carryover applied to 2001 (H an amount appears in column (d), the same amount must be shown m column (e) s Enter the net total of each column as Indicated below a Corpus Add lines 31, 4c, and 4e Subtract line 5 b Prior years' undistributed income Subtract line 4b from line 2b,, e Enter the amount of prior years undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed,,, d Subtract line 6c from line 6D Taxable amount - see papa 25 0l the instructions,, e Undistributed income la 20W Subtract bne 4a horn line 2a Taxable m1a1rt -see page 25 of the rtatncbaa 1 Undistributed income for 2001 Subtract lines 4d and 5 from line 1 This amount must be distributed m Amounts treated as distnbuhons out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(p)(3) (see page 25 of the instructions) $ch 15A 8 Excess distributions cartyovej from 1996 not applied on line 5 or line 7 (see page 25 of the instructions) Excess distributions carryover to 2002 Subtract lines 7 and 8 from line 6a Analysis of line 9 a Excess from b Excess from o Excess trap d Excess ifom e Excessfrom d8 Yea r s Prior to Form `J`JU-I'll' (2007) IsA iet4lo t 000 SA /13/ :38 VO1-7

9 Is II the foundation has received a ruling or determination letter that n is a private operating foundation and the ruling is effective for 2001, cola the date of the ruling b Check box to indicate whether the organization is a private operating loundahon descnbed "in section I 22 Enter the lesser Of the adjusted net income it= Park I a the minimum investment return from Pan % I«each yea listen b 85% of line 23 C Qualifying distributors from Pod %1I Iine t br mnyear IIrteE d Amounts IncIUCea h ilnlp7c not u sm anaccr ror acuw conour of exempt ilandbes e Qualifying aistaoumna made airacgr for acbe mnaun o1 aiamptacwlen Suotract line 7a from line 2c 3 ComDISbJa 0 orcmpe altemiva two fallen upon 7 'AafGb' "IbmahOlast -enlr (1) Valued.llaaflb (2) ValueWiaeuqmliymp under aecuon 49420l(3)(elUl b 'Enaawmanraroemauatest EnbF 7!! of minimum imndsodent return Maxim in Pan % life 6 for each leaned. C 'Suooom.rtum.unadid-enbr (1) Total sumortomw man gross Imesunentanotan, (Inbien7MWnCf ono payments On sexursel Iwn.(waun Sl2(s%5)1 or mpieea). (Z) Supporttrompenarai public and 5 of mpna exempt organizations as pronitied In "non 4942Qx3x11x11) (3) Largest amount of support from an exempt orpanlzamn f Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year - see page 26 of the Instructions ) 1 Information Regarding Foundation Managers a List any managers of the foundation who have contributed more than 296 0l the total contnbutqrn received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) ) R E. TURNER III AND JANE S FONDA b List any managers of the foundation who own 70% or more of the stock of a corporation (a an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest NONE 2 Information R arding Contribution, Grant, Gift, Loan Scholarship, air-, Programs* Check M1e 1,1 the organrzalim Only makes contributions to preselected chadmleapai atias end dots not ecuq unsolicited requests 1cr kinds; If the organization, makes pi115 grants, eic (see page 26 of Line instructions) to inameuals a organizations under other conditions, compete 6m15 2$ D, t, and d a The name, address and telephone number of the person to whom applications should be addressed D The form m which applications should be submitted and information and materials they should include SCHEDULE 16 c Any submission deadlines SCHEDULE 16 d Any restnctiona or limitations on awards such as by geographical areas, charitable fields, kinds of institutions. or other tenors SCHEDULE 16 Js", I E14Y07onto SA /13/ :38 V01-7 am 890-PF (soo,)

10 Fam Grants and Contributions Recipient Name and address (home or business) a Paid during the year the Year or Approved for I If renpimt rs rt~arvwual FounOatim snox any rdaiiaisnip an Io scans of arty.bundatm mare + _ _.-.-- ~ recipient Purpose Olgrant a Contribution SEE SCHEDULE 17 69,726,432 Amount b Approved for future payment SEE SCHEDULE 18 26,563,695 JSA te14p7 30M SR /13/ :08.38 VO1-7 Fom,990-PF(2oo1)

11 Form 99OPF ( Pane 1 1 Enter gross amounts unless otherwise indicated I - U 4v Business I 1 Program service revenue (b) I c. i~~..... I (A) or a b c d e f g Fees and contracts from government agencies 2 Membership dues and assessments 3 Interest m sanrgs a nd tennpaary cash investments 4 Dividends and interest from securities 6 Net rental income or (loss) from real estate a Debt-financed property b Not debt-financed property, 6 Net rental income a (loss) horn personai property 7 Other investment income 8 Gain a (loss) from eats dassels qhs than inventory 9 Net income or (loss) from special events 7 0 Gross grout or (loss) from sales of inventory 71 Other revenue a b c d e 12 Subtotal Add columns (b), (d), and (e) Total Add fine 12, columns (b), (d), and (e) 1~7 3 28,562,515. SK worksheet in line 13 instructions on e 26 to verity calculations Relationship of Activities to the Accom plishment of Exem pt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly dine No to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See V ~ page 27 of the instructions ) Farm 990-PF (soot) IE14Yi4 000 SR /13/ V01-7