Professional Documents
Culture Documents
American Bilderberg Inc 2007
American Bilderberg Inc 2007
990-PF
Form
,
Department of the Treasury
Internal Revenue Service
,2007 an d en d'mg
I IAmended return
n-
369 258.
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I I Name change
Employer Identification number
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1,645.
RECE!VE[\
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10 000.
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In
(212) 651-6400
columns (b), (c), and (d) may not necesC;"IY equal the am~'f'Jts In column (a)
see the instructions
1 Contributions. gifts, grants. etc. received (all sch)
2 Ck ..
If the foundn IS not req to all Sch B
3 Interest on savings and temporary
cash Investments
4 DIVidends and Interest from seCUrities
5a Gross rents
b Net rental Income
or (loss)
6 a Net galn/(loss) from sale of assets not on line 10
b Gross sales price for all
assets on line 6a
7 Capital gain net Income (from Part IV. line 2)
8 Net shortterm capital gain
9 Income modifications
10 a Gross sales less
returns and
allowances
b Less Cost 0
goods sold ~
II II-.I '(1 1111 "nno
c Gross profltl(los ~* SC~VI .u. "" "-IUIIUIIUI
11 Other Income (a I::.rh c:rhp,.h I , \
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98 43l.
See Statement 3
132.
132.
1 645.
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(d) Disbursements
for charitable
purposes
(cash baSIS only)
1,645.
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If exemption appllcalion IS pending, check here ~ ~
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D 1 Foreign organizations, check here
2 Foreign organizations meeting the 85% tes~ check
here and attach computation
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If private foundation status was terminated
E
under section 507(b)(1 )(A), check here
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F
If the foundation IS In a GO-month termination
~n
under section 507(bXl )(B), check here
15450052
51-0163715
I IAddress change
No
2007
Note: The foundation may be able to use a copy of this return to satisfy state
reporting reqUirements.
.
For calen d ar year 2007 or tax year beglnnmg
G Check all that apply: I Initial return I IFinal return
Use the
IRS label.
Otherwise,
print
or type.
See SpeCifiC
Instructions.
OMB
1 645.
'"
U.
1 500.
1,500.
37.
iY
100,063.
O.
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100,063.
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1,645.
1 645.
TEEA0504l
02120/08
51-0163715
Page 2
End of year
(b) Book Value
(c) Fair Market Value
Beginning of year
(a) Book Value
, 1 Cash - non-interest-bearing
2 Savings and temporary cash Investments
.. ~
3 Accounts receivable
Less allowance for doubtful accounts ~
~
4 Pledges receivable
Less: allowance for doubtful accounts ~
5 Grants receivable
457 713.
369,258.
-
-------------------------------------
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369,258.
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N F 24 Unrestricted
E U
T N 25 Temporarily restricted
0 26 Permanently restricted
A
Foundations that do not follow SFAS 117, check here ~L
S B
and complete lines 27 through 31.
SA
E L
TA 27 Capital stock, trust prinCipal, or current funds
S N 28 Paid-in or capital surplus, or land, bUilding, and eqUipment fund
C
OE 29 Retained earnings, accumulated Income, endowment, or other funds.
R S 30 Total net assets or fund balances (see the instructions)
31 Total liabilities and net assets/fund balances
(see the instructions)
369,258.
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457,713.
369,258.
457,713.
369,258.
----------------------------=-
BAA
TEEA0302L
07/25/07
1
2
457,713.
-88,455.
3
4
5
6
369 258.
369,258.
Form 990-PF (2007)
51-0163715
INC.
(~ How
acqUIred
P - Purchase
D - Donahon
(a) List and describe the kmd(s) of property sold (e.g., real estate,
2-story brick warehouse, or common stock, 200 shares MLC Company)
PaQe 3
la N/A
b
e
d
e
(e) Gross sales price
a
b
e
d
e
Complete only for assets showlnQ Qaln In column (h) and owned bv the foundation on 12/31/69
(j) Adjusted basIs
(k) Excess of column (I)
(i) Fair Market Value
as of 12/31/69
over column (J), If any
as of 12/31/69
a
b
e
d
e
2 Capital gam net Income or (net capital loss).
3 Net short-term capital gam or (loss) as defined m sections 1222(5) and (6):
If ~In, also enter In Part I, line 8, column (c) (see the mstructlons) If (loss), enter -0In art I, line 8
[;Part V" ,/ I 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 mcome )
If section 4940(d)(2) applies, leave thiS part blank
IRl
Was the foundation liable for the section 4942 tax on the distributable amount of any year In the base period?
No
If 'Yes,' the foundation does not guallfy under section 4940(e) Do not complete thiS part.
1 Enter the appropriate amount In each column for each year, see the Instructions before makmQ any entries
(a)
(d)
(b)
(e~
Base period years
Distribution ratio
Adjusted quallfymg distributions
Net va ue of
Calendar year (or tax year
noncharltable-use assets
(column (b) diVided by column (c
begmnlng In)
2006
2005
2004
2003
2002
0.247850
0.194004
0.162546
0.141021
0.937539
460 626.
505,469.
498,492.
489,566.
574,836.
114 166.
98,063.
81 028.
69,039.
538,931.
1.682960
number of years the foundation has been In eXistence If less than 5 years
0.336592
Enter the net value of noncharltable-use assets for 2007 from Part X, line 5
407,284.
137 089.
16.
137,105.
100,063.
If line 8 IS equal to or greater than line 7, check the box m Part VI, line 1b, and complete that part usmg a 1% tax rate. See the
Part VI Instructions
BAA
Form 99O-PF (2007)
TEEA0303L
07125/07
IPart VI
~
and enter 'N/A' on line 1.
1 a Exempt operating foundations described m section 4940(d)(2), check here
_______ .(attach copy of ruling letter if necessary - see instructions)
~ate of ruling letter
b Domestic foundations that meet the section 4940(e) requirements In Part V,
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter 0
6 Credits/Payments:
a 2007 estimated tax pmts and 2006 overpayment credited to 2007
6a
6b
6d
o.
33.
o.
33.
6c
o.
{~
Overpayment. If line 7 IS more than the total of lines 5 and 8, enter the amount overpaid
10
11
33.
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable
foundations only. Others enter O}
Refunded
10
11
33.
Yes
1 a Dunng the tax year, did the foundation attempt to Influence any national, state, or local legislation or did It
participate or Intervene In any political campaign?
b Did It spend more than $1 00 dunn~ the year (either directly or indirectly) for political purposes
(see the instructions for definition)
If the answer IS 'Yes' to 7a or 7b, attach a detailed descnptlon of the activities and copies of any matenals published
or dlstnbuted by the foundation m connectIOn with the activities.
c Did the foundation file Form 1120-POL for thiS year?
d Enter the amount (If any) of tax on political expenditures (section 4955) Imposed dunng the year
~$
~$
(1) On the foundatlOll
(2) On foundation managers,
e Enter the reimbursement (If any) paid by the foundation dunng the year for political expenditure tax Imposed on
~$
foundation managers
2 Has the foundation engaged In any activities that have not previously been reported to the IRS?
If 'Yes, ' attach a detailed descnptlon of the actIVities
o.
o.
3 Has the foundation made any changes, not previously reported to the IRS, In ItS governing Instrument, articles
of incorporation, or bylaws, or other similar Instruments? If 'Yes,' attach a conformed copy of the changes
1b
X
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5 Was there a liqUidation, termination, dissolutIOn, or substantial contraction dUring the year?
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X
X
NIIA
X
"'%1
7 Did the foundation have at least $5,000 In assets at any time dUring the year? If 'Yes,' complete Part II, column (c), and Part XV
8a Enter the states to which the foundation reports or With which It IS registered (see the instructions)
~
X
,;
"
4a
No
1a
4a Did the foundation have unrelated business gross Income of $1,000 or more dunng the year?
b If 'Yes,' has It filed a tax return on Form 99O-T for thiS year?
Page 4
N/A
b If the answer IS 'Yes' to line 7, has the foundation furnished a copy of Form 990PF to the Attorney General
(or deSignate) of each state as reqUired by General InstructIOn G71f 'No,' attach explanatIOn
6
7
X
X
I;
-- -- - - - 8b
9 Is the foundation claiming status as a private operating foundation Within the meaning of section 4942{J)(3) or 4942{J)(5) --- I - - - . ~
X
9
for calendar year 2007 or the taxable year beginning In 2007 (see instructions for Part XIV)? If 'Yes,' complete Part XIV
10
Did any persons become substantial contributors dunng the tax year? If 'Yes, ' attach a schedule Itstmg their names
and addresses
BAA
TEEA0304L 07/26/07
10
X
Form 990-PF (2007)
51-0163715
Page 5
11 a At any time dunng the year, did the foundation, directly or indirectly, own a controlled entity
~Ithln the meaning of section 512(b)(13)? If 'Yes', attach schedule (see Instructions)
11a
b If 'Yes', did the foundation have a binding wntten contract In effect on August 17, 2006, covenng the Interest, rents,
royalties, an annUities descnbed In the attachment for line 11 a?
12 Did the foundatIOn acquire a direct or Indirect Interest In any applicable Insurance contract'
13 Did the foundation comply with the public inspection requirements for Its annual returns and exemption application?
WebSite address
_N.L~
11 b
12
13
N'A
X
X
_____________________________________ _
14 The books are In care of _TlI~ J'.9~N"'p~'!:.I_O~LC.!.9 ],E:B-~E_U _L_L~ _ _ _ _ _ _ Telephone no. j~!.2J _ .5_1-=.~0.Q __
Located at ..J~E_S_-IO_H~~O_NL!.3..?~_~~_OJ'_'!:.HJ:_LEB!.C}1 __
ZIP +4
_1.QQ.1~_________
_
15 Section 4947(a)(1) nonexempt chantable trusts filing Form 990-PF In lieu of Fonn 1041 - Check here
N/A
and enter the amount of tax-exempt Interest received or accrued during the year
N/A
N_N)'_.
115 1
IPart VII-B I Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the 'Yes' column, unless an exception applies.
1 a Dunng the year did the foundation (either directly or indirectly)
(1) Engage In the sale or exchange, or leaSing of property with a disqualified person?
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept It from) a
disqualified person?
(3) Furnish goods, services, or faCIlities to (or accept them from) a disqualified person?
(4) Pay compensation to, or payor reimburse the expenses of, a disqualified person?
(5) Transfer any Income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
(6) Agree to pay money or property to a government offiCial? (Exception. Check 'No' If the
foundation agreed to make a grant to or to employ the offiCial for a penod after termination
of government serVice, If terminating within 90 days)
Yes
DYes
[RlNO
~
yes
NO
Yes
Yes
X No
DYes
[RlNo
DYes
[RlNO
b If any answer IS 'Yes' to 1a(1)-(6), did any of the acts fall to qualify under the exceptions descnbed In
Regulations section 534941 (d)-3 or In a current notice regarding disaster assistance (see the instructions)?
Organizations relYing on a current notice regarding disaster assistance check here
No
X No
1b
D
c Did the foundation engage In a pnor year In any of the acts descnbed In 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning In 2007?
N~
"41Lj
,
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1c
2 Taxes on failure to dlstnbute Income (section 4942) (does not apply for years the foundation was a
pnvate operating foundation defined In section 4942(j)(3) or 4942(j)(5'
a At the end of tax year 2007, did the foundation have any undlstnbuted Income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 20077
If 'Yes,' list the years
20_ _ ,20_ _ ,20_ _ ,20__
DYes
[RlNo
b Are there any years listed In 2a for which the foundation IS not applYing the provIsions of section 4942(a)(2)
(relating to Incorrect valuation of assets) to the year's undlstnbuted Income? (If applYing section 4942(a)(2) to
all years listed, answer 'No' and attach statement - see the Instructions)
c If the provIsions of section 4942(a)(2) are being applied to any of the years listed In 2a, list the years here.
20__ ,20__ ,20__ ,20__
3a Did the foundation hold more than a 2% direct or indirect Interest In any bUSiness
enterpnse at any time dunng the year?
DYes
b If 'Yes,' did It have excess bUSiness holdings In 2007 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year penod (or longer penod approved
by the Commissioner under section 4943(c)(7 to dispose of holdings acqUired by gift or bequest, or
(3) the lapse of the 10-, 15-, or 20-year first phase holding penod? (Use Schedule C, Form 4720, to
determine If the foundation had excess bUSiness holdings In 2007 )
4a Did the foundation Invest dunng the year any amount In a manner that would Jeopardize ItS
chantable purposes?
b Did the foundation make any Investment In a pnor year (but after December 31, 1969) that could
Jeopardize ItS chantable purpose that had not been removed from jeopardy before the first day of
the tax year b~glnnlnCl In 2007?
BAA
2b
N'A
3b
N A
[Rl No
4a
" I
-----~
4b
X
Form 990-PF (2007)
TEEA0305L
02120/08
Page 6
Sa DUring 'the year did the foundation payor Incur any amount to:
(1) Carry on propaganda, or otherwise attempt to Influence legislation (section 4945(e?
DYes
lID No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
(3) PrOVide a grant to an indiVidual for travel, study, or other similar purposes?
Byes
Yes
~NO
X No
(4) PrOVide a grant to an organization other than a charitable, etc, organization deSCribed
In section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)
DYes
(5) PrOVide for any purpose other than religiOUS, charitable, sCientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
DYes
lID No
lID No
b If any answer IS 'Yes' to 5a(1)-(5), did any of the transactions fall to qualify under the exceptions
deSCribed In Regulations section 53.4945 or In a current notice regarding disaster assistance
(see instructions)?
Organizations relYing on a current notice regarding disaster assistance check here
c If the answer IS 'Yes' to question 5a(4) , does the foundation claim exemption from the
tax because It maintained expenditure responsibility for the grant?
If 'Yes, ' attach the statement reqUired by RegulatIons sectIon 53.4945-5(d)
N/A
5b
DYes
DNo
6a Did the foundation, dUring the year, receive any funds, directly or indirectly, to pay premiums
D
Yes
on a personal benefit contract? .
b Did the foundation, dUring the year, pay premiums, directly or indirectly, on a personal benefit contract?
If you answered 'Yes' to 6b, also fIle Form 8870
7a At any time dUring the tax year, was the foundation a party to a prohibited tax shelter transaction?
DYes
b If
lID No
6b
IIDNo
7b
See Statement 4
-----------------------O.
O.
O.
------------------------
----------------------------------------------2
Compensation of five highest-paid employees (other than those included on line 1- see instructions). If none, enter 'NONE.'
(a) Name and address of each employee
(c) Compensation
(b) Title and average
(d) Contributions to (e) Expense account,
hours per week
paid more than $50,000
employee benefit
other allowances
devoted to position
plans and deferred
compensation
~grr~
____________________
--------------------------------------------------------------------------------------------~
BAA
TEEA0306L
02120/08
0
Form 990-PF (2007)
Part VIII
51-0163715
Pa e 7
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
, and Contractors (continued)
3 F.ive highest-paid independent contractors for professional services - (see instructions). If none,
enter 'NONE
.(al Name and address of each person p_ald more than $50,000
(c) Compensation
None
--------------------------------------
List the foundation's four largest direct chantable activities dunng the tax year Include relevant statistical informatIOn such as the number of
organizations and other beneflclanes served, conferences convened, research papers produced, etc.
Expenses
98,431.
~L~
__________________________________________________ _
Amount
BAA
o.
Form 990-PF (2007)
TEEA0307L
02120/08
Part X
F.alr market value of assets not used (or held for use) directly In carrying out charitable, etc, purposes.
a Average monthly fair market value of securities
b Average of monthly cash balances
........
c Fair market value of all other assets (see Instructions)
d Total (add lines 1a, b, and c) .
e Reduction claimed for blockage or other factors reported on lines 1a and 1c
(attach detailed explanation)
1e
2 AcqUisition Indebtedness applicable to line 1 assets
3 Subtract line 2 from line 1d
1a
lb
lc
ld
e8
413 486.
413,486.
0.
2
3
0.
413,486.
2c
~~--------------1-.=.3-+
_ _ _ _ _ _ __
4
5
6
7
3 Amounts set aSide for specific charitable projects that satisfy the:
a SUitability test (prior IRS approval required)
b Cash distribution test (attach the required schedule)
4 Qualifying distributions. Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
~
la
lb
100,063.
2
1-
3a
3b
4
100,063.
5
6
100,063.
5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net Investment Income
Enter 1% of Part I, line 27b (see Instructions)
The amount on Ime 6 Will be used m Part V, column (b), m subsequent years when calculatmg whether the foundation
qualifies for the section 4940(e) reduction of tax m those years
Form 990-PF (2007)
TEEA0308L 07/27/07
Page 9
N/A
. (b)
(a)
Corpus
1
51-0163715
(c)
2006
(d)
2007
From 2002
From 2003
From 2004
From 2005
From 2006
Total of lines 3a through e
Qualifying dlstnbutlons for 2007 from Part
XII, line 4:"
$ _ _ _ _ _ _ __
f'
____---:-
"
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Pnor bears' undlstnbuted Income Subtract
line 4 from line 2b
C Enter the amount of pnor years' undlstnbuted 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 6b Taxable
amount - see instructions
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~
BAA
07/30/07
51-0163715
1 a If the foundation has received a ruling or determination letter that It IS a pnvate operating foundation, and the ruling
IS effective for 2007, enter the date of the ruling
~
b Check box to indicate whether the foundation IS a pnvate operating foundation descnbed In section
[Xl 4942(1)(3) or
Tax year
Pnor 3 years
2a Enter the lesser of the adjusted net
Income from Part I or the minimum
(a) 2007
(b) 2006
(c) 2005
(d) 2004
Investment return from Part X for
each year listed
1,645.
1 850.
1 892.
1,433.
b 85% of line 2a
1,398.
1 573.
1,608.
1,218.
c Qualifying dlstnbutlons from Part XII,
line 4 for each year listed
114 166.
98,063.
100 063.
81 028.
d Amounts Included In line 2c not used directly
for active conduct of exempt activities
e Qualifying dlstnbutlons made directly
for active conduct of exempt activities
Subtract line 2d from line 2c
100 063.
114 166.
98,063.
81 028.
3 Complete 3a, b, or c for the
alternative test relied upon:
a 'Assets' alternative test - enter:
(1) Value of all assets
(2) Value of assets qualifying under
sectIOn 4942(j)(3)(8)(I)
b 'Endowment' alternative test - enter 213 of
minimum Investment return shown In Part X,
line 6 for each year listed
13,577.
15,354.
16,849.
16,617.
c 'Support' alternative test - enter
(1) Total support other than gross
Investment Income (Interest,
diVidends, rents, payments
on secuntles loans (section
512(a)(5, or royalties)
Page 10
4942(1)(5)
(e) Total
6 820.
5 797.
393 320.
o.
393 320.
62,397.
IPart XV I Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time durina the year - see instructions.)
1
None
b List any managers of the foundation who own 10% or more of the stock of a corporation (or 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
b The form In which applications should be submitted and Information and matenals they should Include
d Any restnctlons or limitations on awards, such as by geographical areas, chantable fields, kinds of Institutions, or other factors'
BAA
TEEA0310L
07/31107
INC.
51-0163715
NfA
3 Grants and Contributions Pal Dunngt e Year or Approved for Future Payment
RecIpient
If recipient IS an individual,
show any relationship to Foundation
any foundation manager or status of
recIpient
substantial contributor
Total
b Approved for future payment
Total
BAA
TEEA050 1L 07/26/07
Pa e 11
Purpose of grant or
contribution
Amount
3a
3b
-------
IPart XVIA
51-0163715
Page 12
(c)
Excluslon
code
(d)
(e)
Amount
Related or exempt
function Income
(see the Instructions)
a
b
c
d
e
f
9 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 the instructions for line 13 to verify calculations.)
14
1,645.
"
\>
i)
1,645.
13
1,645.
Line No.
Explain below how each activity for which Income IS retc0rted In column (e) of Part XVI-A contributed Importantly to the
accomplishment of the foundation's exempt purposes other than by providing funds for such purposes) (See the instructions.)
N/A
BAA
TEEA0502L
07/26/07
---- --
2007
51-0163715
-----
Pa e 13
Exempt Organizations
1
Yes
[jld the organization directly or Indirectly engage In any of the following with any other organization
described In section 501 (c) of the Code (other than section 501 (c) (3) organizations) or In section 527,
relating to political organizations?
a Transfers from the reporting foundation to a noncharltable exempt organization of,
(1) Cash
(2) Other assets
b Other transactions
(1) Sales of assets to a noncharltable exempt organization
(2) Purchases of assets from a noncharltable exempt organization
(3) Rental of facilities, equipment, or other assets
(4) Reimbursement arrangements
(5) Loans or loan guarantees
(6) Performance of services or membership or fundralslng solicitations
c Sharing of facilities, equipment. mailing lists, other assets, or paid employees
18(1)
18 (2)
No
_J
X
X
1
1b
1b
1b
1b
1b
1b
X
X
X
X
X
X
X
(1)
(2)
(3)
(4)
(5)
(6)
1c
d 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 foundation If the foundation received less than fair market value In
any transaction or sharing arrangement, show In column Cd) the value of the goods, other assets, or services received,
(a) Line no
(b) Amount Involved
(c) Name of noncharltable exempt organization
(d) DeSCriptIOn of transfers, transactIOns, and sharing arrangements
N/A
2a Is the foundation directly or Indirectly affiliated with, or related to, one or more taxexempt organizations
described In section 501 (c) of the Code (other than section 501 (c) (3 or In section 527?
DYes
~NO
tlon of relatlonshl
I
G
N
'Y
Check ~
self
employed
E Paid
R PreE
Barer's
se
Only
N/ A
LEON D. ALPERN & COMPANY
EIN
N/A
~7.?o~e~)~f' ~ -=1,=:0=-0=-==C-==R=0:.o:S==S:.:W.:.::A:=Y::=S=-=-~P~ARK~::---:.WE~=-S-=T_____________--i
~?prz;Jeand
WOODBURY, NY 11797
Phoneno.
(516) 877-2770
BAA
TEEA0503L
07/27/07
OMS No 1545-0047
Schedule B
Name of organizabon
2007
Form 990-PF
Schedule of Contributors
51-0163715
Section:
501 (c)(
) (enter number) organizatIOn
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Check If your organization IS covered by the General Rule or a Special Rule. (Note: Only a section 501(c)(7), (8), or (10) organization can check
boxes for both the General Rule and a Special Rule - see mstructlOns.)
General Rule [R] For organizations filing Form 990, 990-EZ, or 990-PF that received, dUring the year, $5,000 or more (In money or property) from anyone
contributor (Complete Parts I and II )
Special Rules D For a section 501 (c)(3) organization filing Form 990, or Form 990-EZ, that met the 33-1/3% support test of the regulations under sections
509(a)(1)1170(b)(1)(A)(vl) and received from anyone contributor, during the year, a contribution of the greater of $5,000 or 2% of the
amount on line 1 of these forms (Complete Parts I and II )
DFor a section 501 (c) (7) , (8), or (10) organization filing Form 990, or Form 990-EZ, that received from anyone contributor, dUring the year,
aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, sCientific, literary, or educational
purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III.)
D For a section 501 (c) (7) , (8), or (10) organization filing Form 990, or Form 990-EZ, that received from anyone contributor, dUring the year,
some contributions for use exclusively for religious, charitable, etc, purposes, but these contributions did not aggregate to more than
$1,000. (If thiS box IS checked, enter here the total contributions that were received dUring the year for an exclusively religious, charitable,
etc, purpose Do not complete any of the Parts unless the General Rule applies to thiS organization because It received nonexcluslvely
religious, charitable, etc, contributions of $5,000 or more dUring the year)
~ $ _ _ _ _ _ _ __
Caution: OrgamzatlOns that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ, or
990-PF) but they must check the box m the headmg of the" Form 990, Form 990-EZ, or on Ime 2 of the" Form 990-PF, to certify that they do
not meet the fllmg reqUirements of Schedule B (Form 990, 990-EZ, or 990-PF)
BAA For Paperwork Reduction Act Notice, see the Instructions
for Form 990, Form 99O-EZ, and Form 990-PF.
lEEA0701l 07/31107
Page 1
Name of organization
of
of Part I
51-0163715
1-
(b)
Name, address, and ZIP + 4
F~~QR~M~~O~fQ~~~~IQ~
(c)
Aggregate
contributions
_________________
(b)
Name, address, and ZIP + 4
--
~-------------------------------------
(c)
Aggregate
contributions
~-------------------------------------
-----------
(b)
Name, address, and ZIP + 4
--
~-------------------------------------
(c)
Aggregate
contributions
~-------------------------------------
-----------
(b)
Name, address, and ZIP + 4
--
~-------------------------------------
(c)
Aggregate
contributions
~-------------------------------------
-----------
(b)
Name, address, and ZIP + 4
--
~-------------------------------------
(c)
Aggregate
contributions
~-------------------------------------
-----------
(b)
Name, address, and ZIP + 4
--
~-------------------------------------
(c)
Aggregate
contributions
~------------------------------------~-------------------------------------
BAA
TEEA0702L
07/31107
(d)
Type of contribution
Person
Payroll
Noncash
(d)
Type of contribution
Person
Payroll
Noncash
(d)
Type of contribution
Person
Payroll
Noncash
~-------------------------------------
(a)
Number
Person
Payroll
Noncash
~-------------------------------------
(a)
Number
(d)
Type of contribution
~-------------------------------------
(a)
Number
~-------------------------------------
(a)
Number
Person
Payroll
Noncash
M __________________________
(a)
Number
(d)
Type of contribution
-----------
(d)
Type of contribution
Person
Payroll
Noncash
2007
of
of Part II
Name of organization
51-0163715
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
N/A
~----------------------------------------
r---------------------------------------r---------------------------------------- $
r---------------------------------------- -----------r-------(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
----------------------------------------- $-----------~-------(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
--------------------------------------------------------------------------------~---------------------------------------
r---------------------------------------(a)
No. from
Part I
(b)
Description of noncash property given
$-----------r-------(c)
FMV (or estimate)
(see instructions)
(d)
Date received
r---------------------------------------r---------------------------------------r---------------------------------------r---------------------------------------- $-------------------(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
r---------------------------------------r---------------------------------------r---------------------------------------r---------------------------------------- $-------------------(a)
No. from
Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
r---------------------------------------r---------------------------------------r---------------------------------------r---------------------------------------- $-------------------BAA
TEEA0703L
08/01107
Page
INC.
<...;;....;;;;;..;...;..~.....
(a)
No. from
Part I
of
of Part III
Name of organization
51-0163715
~L~
~$
N/A
(d)
Description of how gift is held
_____________________________________ _
~---------------------------------------
r---------------------------------------(e)
Transfer of gift
Transferee's name, address, and ZIP + 4
r---------------------------------r---------------------------------r---------------------------------(a)
No. from
Part I
(c)
(b)
Purpose of gift
(d)
Description of how gift is held
Use of gift
r---------------------------------------------------------------------------------------------------------------------(e)
Transfer of gift
Transferee's name, address, and ZIP + 4
------------------------------------------------------------------------------------------------------(a)
No. from
Part I
(b)
Purpose of gift
(d)
Description of how gift is held
(c)
Use of gift
--------------------------------------------------------------------------------r---------------------------------------(e)
Transfer of gift
r---------------------------------r---------------------------------r---------------------------------(a)
No. from
Part I
(b)
Purpose of gift
(d)
Description of how gift is held
(c)
Use of gift
------------------------------------------------------------------------------------------------------------------------(e)
Transfer of gift
------------------------------------------------------------------------------------------------------BAA
2007
Federal Statements
Page 1
51-0163715
Statement 1
Form 990-PF, Part I, Line 16b
Accounting Fees
(a)
Expenses
ger Books
$
Total $
(b) Net
Investment
Income
1,500.
1,500. $
o.
(c)
Adjusted
Net Income
o.
(d)
Charitable
Pumoses
$
$
1,500.
1,500.
Statement 2
Form 990-PF, Part I, Line 18
Taxes
(a)
Expenses
ger Books
EXCISE TAX
Total $
(b) Net
Investment
Income
37.
37. $
o.
(c)
Adjusted
Net Income
o.
(d)
Charitable
Pumoses
$
o.
Statement 3
Form 990-PF, Part I, Line 23
Other Expenses
(a)
Expenses
ger Books
BANK CHARGES
FILING FEES
Total $
(b) Net
Investment
Income
(c)
Adjusted
Net Income
22.
110.
132. $
(d)
Charitable
Pumoses
$
o.
o.
22.
110.
132.
Statement 4
Form 990-PF, Part VIII, Line 1
List of Officers, Directors, Trustees, and Key Employees
Title and
ContriExpense
CompenAverage Hours
bution to
Account!
Per Week Devoted
sation
EBP & DC
Other
Pres./ Director
o.
$
O. $
O. $
Treas/Director
o.
o.
o.
2007
Federal Statements
Page 2
51-0163715
Statement 4 (continued)
Form 990-PF, Part VIII, Line 1
List of Officers, Directors, Trustees, and Key Employees
Title and
Expense
ContriAverage Hours
CompenAccount/
but ion to
Per Week DevQted
sation
Other
EBP & DC
Sec'y/Director
$
o.
o. $
o. $
0
HENRY KISSINGER
C/O THE FOUNDATION
Director
DAVID ROCKEFELLER
C/O THE FOUNDATION
Director
Director
Director
RICHARD N. PERLE
C/O THE FOUNDATION
Director
JAMES D. WOLFENSOHN
C/O THE FOUNDATION
Director
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
o.
Total $
o.
o.
o.
2007)
8868
Form
(Rev April
OMB
No
If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box
If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 of this form)
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868
1545-1709
.. X
IPart I I Automatic 3-Month Extension of Time. Only submit original (no caples needed)_
Section 501 (c) corporations required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete Part
I only
..
All other corporations (mcludmg 7720-C filers), partnerships, REMICS, and trusts must use Form 7004 to request an extensIOn of time to file
mcome tax returns
Electronic Filing (e-file). Generally, you can electronically file Form 8868 If you want a 3-month automatic extension of time to file one of the
returns noted below (6 months for section 501 (c) corporations required to file Form 990-T)_ However, you cannot file Form 8868 electronically If
(1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or
consolidated Form 990-T Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868 For more details on the
electronic filing of this form, VISit www_lfs_gov/eflfe and click on e-flle for Chanties & Nonproflts
Name of Exempt OrganizatIon
Employer Identification nwnber
Type or
print
File by the
due date for
toling your
return See
Instructions
51-0163715
25TH FL
CIty, town or post offIce, state, and ZIP code For a foreIgn address, see mstructlons
rr-
-_
Form 990-BL
Form 990-EZ
Form 990-PF
r-
_____ _
rrr-
Form 4720
Form 5227
Form 6069
Form 8870
FAX No_ ..
If the organization does not have an office or place of bUSiness In the United States, check thiS box
..
If 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 ..
and attach a list with the names and EINs of all members
the extension will cover
, I request an automatic 3-month (6 months for a section 501 (c) corporation required to file Form 990-T) extension of time
until _ .L1_5_ ___ ,20 _O. _, to file the exempt organization return for the organization named above
The extension IS for the organization's return for:
________ , 20
, and ending
________ , 20
Initial return
Final return
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
Change
In
accounting period
3a
0.
3b
0.
f
t--3c $
0.
Caution. If you are gOing to make an electrOnic fund withdrawal with thiS Form 8868, see Form 8453-EO and Form 8879-EO for
payment Instructlons_
BAA For Privacy Act and Paperwork Reduction Act Notice, see instructions.
FIFZ0501 L
05/01107