Return of Private Foundation OW No 15454M ~Form990-PF or Section 4947(ax1) Nonexempt Charitable Trust Treated as a Private Foundation
DeprtEnantInternal of the Tnavny Note : The organization may be able to use a cop of this return to satisfy state 2002I Rwewa SONIC* .a or tax G Check all that apply Initial return Final re Name Uu the IRS label SCHAEFFER FAMILY FOUNDATION Telephone wmMr (xa Otherwise,print 716 N MAPLE DR ortype BEVERLY HILLS, CA 90210 See Specific C If exemption application is pending check here Instructions D 1 Foreign organizations, check here 2Foreipn organizations meeting the 85% test, check O here and attach computation method E If private foundation status was terminated (from Part ll, column ; line 16) under section 507(b)(1)(A), check here F II the foundation is in a 60-month lamination 1--1 ~nAer eaelinn N7/H\111IG\ eAmL Anrn t I 1
(e) Revenue and (b) Net investment (c) Adjusted net I (d) Disbursements i05 (The total of amounts m expenses per books income income for charitable b, c, and d may not neces- purposes jal the amounts in column a ) (cash basis only)
1 CantriWhoro, gift, 9nnh, at, mnrvM (att sN)
Ck " n d the IwM is not reQ N off Sdi B 2 Distributions from split-interest trusts 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities Sa Gross rents moffat rental b (loss) 6 , Net qaiNQms) to. .1. of assets not on Im. 10 R b Gnsa sales vas for an E III on line fia 28,919 . V Capital. ... gain nil income (from Part IV, line 2) E 8 Net short term capital gain N 9 Income modifications U E l0 a Gross sales less r turns and aYlawances 6 Less Cost of goods sold 0 0 c Gross profit/(lass) (att sch) N 11 Other income (attach schedule) SEE STATEMENT 2 1,097 . 0 12 Total Add lines 1 through 11 13 Compensation of officers, directors, trustees, etc V1 14 Other employee salaries and gaga A 15 Pension plans, employee benefits D N 16 a Legal tees (attach schedule) Q I x b Accounting fees (attach sch) o i c Other prof less (attach sch) SEE ST 3 P S T 77 Interest A A 18 Taw (attach schedule) SEE STMT 4 T T 19 Depreciation (attach schedule) and depletion 4 J 1 i sip x v 20 Occupancy vi c E 21 Travel, conferences, and meetings A E N 0 P E N 399 . S E and s 2 , 728 . 6 1 174 974 . -6zb~s~a a'~$ 1,177 202 . 0 . 1 .174 .474 . a a Excess of revenue over expenses and disbursements -35 263 . es~ bustles, i~t~rat lecamai(I npabVe, "lr -0 ) WWWWWI 15 733 . `~~E g It Act Notice, sea tons. TEEAO`A3LT 10422002 ^ Form 990-PF (200 '`I 95-4785084 Page 2 Atda~.e .rr.mw. .oe .~ti h n. e..c.ivho~ Beginning of year End of JjM Balance Sheets column should W for endof year amwnb only (s.. inswcoona ) (s) Book Value 1 Cash - non interest bearing 26 , 551 2 Savings and temporary cash investments 43 188 3 Accounts receivable ~ ° `s Less allowance for doubtful accounts ~ 4 Pledges receivable ` Less allowance for doubtful accounts ~ 5 Grants receivable 6 Rxervables due from offices, directors trustees , end other disqualified persons (attach schedule) ~stt insWClians) 7 Other notes and loans receivable (attach sch > p ------' Less allowance for doubtful accounts ~ S 8 Inventories for sale or use
TE 9 Prepaid expenses and deferred charges 5 10a Investments - U S and state government obligations (attach schedule) bInvestments -corporate stock (attach schedule) STATEMENT 7 345 , 148 eInvestments -corporate bonds (attachschedule) STATEMENT 8 200 000 11 Investments - land, buildings, and ~ ~"o cF .~$~o" ng<< equipment basis ---_-____- ~§M,'s~o~r,xg~, ~3~ Less accumulated deprecation (attach schedule) 12 Investments - mortgage loans 13 Investments - other (attach schedule) 74 Land, buildings, and equipment basis .aaa ------a Less accumulated depreciation (attach schedule) 15 Other assets (describe ~ ) 16 Total assets (to be completed by all filers - see instructions Also, see page 1, item I 614 , 887 L 17 Accounts payable and accrued expenses A 18 Grants payable B 19 Deferred revenue L 20 Loans tram officers, directors, trustees, 8 other disqualified paeans T 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe ~ )
0rganiutions that follow SFAS 117, check hers and complete lines 24 through 26 and lines 30 and 31 N F 24 Unrestricted E U y T N Temporarily restricted D 26 Permanently restricted 0rganl~tions that do not follow SFAS 117, check hero ~ X 5 p and complete lines 27 through 31 . L T A 27 Capital stock, trust principal, or current lands 614 887 . 579 624 . S C 28 Paid in or capital surplus, or land, building, and eqmpmmt fund 0 E 29 Retained earnings, accumulated income, endowment or other fund: R S 30 Total natassets orfund balances (seeinsWCUOns) 614 887 . 579 624 . 31 Total liabilities and net assetsltund balances (see instructions) I 614, 887 . I 579, 624 .
Pa[t 11t° Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end of year figure reported on prior year's return) 1 2 Enter amount from Part I, line 27a 2 3 Other increases notincluded inline 2(demae} ~ ______-- S 4 Add lines 1, 2, and 3 4 5 Dxreasanotincluded inline 2(item¢e) ------__-__ 5 6 Total net assets or land balances at end of ear line 4 minus line - Part II, column , line 30 6 BAA rEEAa3oa iaraAx Form 990-PF (200 of (a) List and describe the kinds) day, Wd 2 story brick warehouse, or common
b c a e (e) Gross sales pace m (g) Cost or other basis (h) Gain or pons) plus expense of sale (e) plus (Q minis (9)
a _'M b .S.
in column (h) and o (I) Gains (Column (h) Adjmted basis (I) Excess of column (i pain minus column (k), but rot less as of 12/31/69 G as of 12/31/69 over column Q), if any than -Q) or Laws (from column (h)) _,)n oc
c
o i i If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) {If (loss), enter 0 in Part I, line 7 -24 .891 . 3 Net short term capital gain or poss) as defined in sections 12220 and (6) If gsin, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0- m Part I, line 8 -24 .891 . Qualification Under Section 494U(e) for Fteaucea i ax on net investment income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) N/A
II section 4940(d)(2) applies, leave this part blank
Was the organization liable for we section 4942 tax on the disUibutable amount of any year in the base periods ~ Yes ~ No If 'Yes' the organization does not quaky under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year, see instructions before making any entries
I (b) I W (d) Base period years I Adjusted qualifying distributions Net value of Distribution ratio Calendar year (or tax year I nonchariWble sue assets (column (b) divided by column (c)) beginning in) 2001
1998
2 Total of line 1, column (d) 3 Average distribution patio for the 5 year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 33
4 Enter the net value of noncharilable use assets for 2002 from Part %, line 5
5 Multiply line 4 by line 3
6 Enter 1 % of net investment income (1 °b of Part I, line 27b)
7 Add lines 5 and 6 L
8 Enter qualifying distributions from Part %1I, line 4 I n I If line 8 is equal to or greater than line 7, check the box in Part VI, line I to, and complete that part using e 1 % tax rate See the Part VI instructions BAA Form TEEA0303l 101D/V2 1 a Exempt operating foundations described in section l910(dxZ), check hue ~ U and cola N/A' an line I Date of ruling letter - _ _- _ _ _ (attach copy of ruling latter If necessary - sae Instructions) b Domestic organizations that meet tie section 4940(e) requirements in Part V, 315 . check here 11'r Fland enter 1 % of Part I, line 27b c All other domestic organizations enter 2% of line 27b Exempt foreign orpanvalions enter 1% of Part I, line IZ column (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-) 5 Tax based on Investment Income. Subtract line 4 from line 3 If zero or less, enter 0 6 Credits/Payments a 2002 estimated tax pmts and 2001 overpayment credited to 2002 tie b Exempt foreign organizations - tax withheld al source 6b c Tax paid with application for extension of time to file (Form 8868) tic 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 here n d Form 2220 is attached 9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount awed 10 Overpayment If line 7 is mare than the total of lines 5 and 8, inter the amount overpaid 11 Enter the amount on line 101o be Credited to 2003 estimated tax lor
1 e During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign b Did it spend mare than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? 1/ the answer is 'Yes' to la or 76, attach a detailed description o/ the activities and copes of any materials published or distributed by the organization in connection with the activities c Did the organization file Form 1120-POL for this year d Enter the amount (if any) of tax on political expenditures (section 495 imposed during the year (1) On the organization ~ $ 0 . (2) On organization managers lor $ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers ~ $ 0 . 2 Has the organization engaged in any activities that have not previously been reported to the IRS If 'Yes,' attach a detailed description of the activities 3 Has the organization made any changes, not previously reported to me IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If 'Yes,' attach a conformed copy of the changes 4a Did the organization have unrelated business gross income of $1,000 or more during the year b If 'Yes,' has it filet a tax return on Form 990-T for this year 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 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 or " By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument 7 Did the organization have at least (5,000 in assets al any lime during the year? If 'Ye;' canplde Part 11, column (c), end Part XV 8a Enter the stales to which the foundation reports or with which d is registered (see instructions) ~------CALIFORNIA ~ ~F ~s ~> b If the answer is Yes' to line 7, has the orpanvation famished a copy o1 Form 990 PF to the Attorney General ~ ` ` (or designate) of each state as required by General Instruction G7 1/ No,'attech explanation Bb X 9 Is the organization claiming status as a yrrvate opvaling foundation within the meaning of section 19420)(3) or 1942Q)(~ for calendar year 2(102 or 4%, LID the friable year beginning in 2002 (see insVUCtions for Part Xlh7 1/'Yu,'canplelePart XIV 9 10 Did any persons become substantial contributors during the tax years 10 X If 'Yes,' attach a schedule testing then names and addresses SEE STATEMENT 9 11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? ~ 11 1 X web site address ~ N/A 12 The books are in care of " GINA HAGEN Telephone no " 818-759-2400 Located at ~ 13034 SATICOY STS-NORTH HOLLYWOOD-CA ZIP +4 ~ 91605_ 13 Section 4447(a)(1) nonexempt charitable trusts tiling Forth 990-Win lieu of Forth 1041 - Check tiara DI/8 ~ and enter the amount of tax-exempt interest received or accrued during the year ~1 13 ~ N/A 1 " " C. . ... Gbl O! YYN'T TEEA0304L 10ro)02 File Form 4720 If any Item Is chxked In the 'Yes' column, unless an exception applies . 1 a During the year did the organization (either directly or indirectly) (1) Engage in the sale or exchange, or leasing of properly with a disqualified persons aYes O No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified persons Yes rX1 (3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons Ayes XNo (4) Pay compensation lo, or pay or reimburse the expenses of, a disqualified persons Yes X No (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)? Yes a No
(6) Agree to pay money or property to a government ofhcial7 (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, d terminating within 90 days ) Yes X No
b II any answer is 'Yes' to 1 a(1)~(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941(c~ 3 or in a current notice regarding disaster assistance (see instrucbons)7 A Organizations relying on a current notice regarding disaster assistance check here c Did the organization engage in a prior year in any of the acts described in l a other than excepted acts, that were not corrected before the first day of the tax year beginning in 2002' 2 Taxes on failure to distribute income (section 4942) does not apply for years the organization was a private operating foundation defined in section 4942)(3) or 4942~)(S~)
e Al the end of tax year 2002, did the organization have any undistributed income (lines 6d and tie, Part XIII) for tax year(s) beginning before 2002 OYas X No If'Yes,'list theyears ~ 20-- ,20_- , 19-- , 19_-
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 incomes (II applying section 4942(a)(2) to ell years listed, answer 'No' and attach statement - see 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 X20 ,20 ,19 19-- 3a Did the organization hold more than a Z% direct or indirect interest in any business enterprise at any time during the years 1:1 Yes XO No b If 'Yes,' did it have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969,(2) the lapse of the 5 year period (or longer period approved b the Commissioner under section 4943(c)Cn) to dispose of holdings~ ac quved by gift or be uest, or (% the lapse of the 10-, 15-, or 20 year first PF~ase ho ding periods (use Schedule C, Form 420, to determine d the organization had excess business holdings m 2002) 4a 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 first day of the lax year beginning in 2002 5a 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))7 11 Yes XO No (2) Influence the outcome of any specific public election (see section 495, or to carry on, directly a indirectly, any voter registration drive? e Yes XB No (~ Provide a grant to an individual for travel, study, or other similar purposes Yes 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)7 ~ Yes X No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals ~ Yes E] No
b If any answer is 'Yes' to 5a(l) (5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see inStrucGOns)7 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 for the granl7 N/A E] Yes a No If 'Yes,' attach the statement required by Regulations section 53494,5-5(d) tie Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? QYas XaNo b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract answered 'Yes' to 66. also
BAA TEEAN03 10623102 Form 990-PF (200 FAMILY
I List all (b) Title and average (c) Compensation (d) ContribuUOns to (s) Expense account, (e) Name and hours per week (11 not paid, enter-0-) employee benefit other allowances address devoted to posi4on plans and deferred
SEE STATEMENT 10 ------
2 Compensation of five highest-paid employee vumr anon uivaa muuuvu vn nnu i- sw emuuciwm a none, enter none. (a) Name and address of each employee (b) Title and average (c) Compensation (d) Contributions to (s) Expense account, paid more than $50,000 hours per week employee benefit other allowances devoted to position plans and deferred
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------
------
------
------
over 3 Five nv~oaawne~ aerv~~m - ~m more than $50,000 of service ------2 .000 . ------
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Total number of others receiving over $50,000 for professional services ;PaK',1x=11ff Summary of Direct Charitable Activities
List the foundation's tour tar pest dual charitable activities during the tax year Include relevant statistical information such as the number of organizations and otter benef¢iaries served, conferences convened, research papers produced, etc Expenses 1 N/A ------
2 ------
3 ------
4 ------
BAA TEEwo3osL ianAx Form 990-PF MM SCHAEFFER FAMILY FOUNDATION 95-4785084 Page 7 Summary of Program-Related Investments (sea instructions)
1 N/A ------
2 ------
All other program-related investments See instructions 3 ------
~81'k=~C,~` MInItt1U1T1 Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions )
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 securities 545,148 . b Average of monthly cash balances c Fair market value of all other assets (see instructions) d Total (add lines la, b and c) e Reduction claimed (or blockage or other (actors reported on lines la and is (attach detailed explanation) 1e 2 Acquisition indebtedness applicable to line 1 assets 3 Subtract line 2 from line Id 4 Cash deemed held for charitable activities Enter 1-1/2% of line 3 (for greater amount, see instructions} 5 Net value of nonchantabla-use assets Subtract line 4 from line 3 Enter here and on Part V, line 4 Minimum investment return Enter 5% of line 5 Amount (see instructions) (Section 4942Q)(3) and Q)(5) private operating foundations and certain loreian organizations check here ~ nand do not complete this part 1 Minimum investment return from Part X, line 6 2a Tax on investment income for 2002 from Part VI, line 5 2a b Income tax for 2002 (This does not include the tax from Part VI c Add lines 2a and 2b 3 Distributable amount before adjustments Subtract line 2c from line 1 4a Recoveries of amounts treated as qualifying distributions 4e b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 4b 5 Add lines 3 and 4c 6 Deduction from distributable amount (see instructions) 7 Distribulable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 PTNr~;7Cl~ Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, conhibutions, gifts, etc - total from Part I, column (d), line 26 b Program-related investments - Total from Part IX B 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes
3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval require b Cash distribution test (attach the required schedule) 4 Qualifying distributions Add lines 1 a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 5 Or ganizalions 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) 6 Adjusted qualifying distributions. Subtract line 5 from line 4
Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualities for (he section 4940(e) reduction of tax in those years BAA Form 990-PF (200
TEea0307L 10r23102 Form 990-PF (2007) SCHAEFFER FAMILY FOUNDATION 95-4785084 Page 8 FKAR Undistributed Income see instructions)
co~~s veers prior to zoos z~`a~ 2D02 1 Distribufable amount for 2002 from Part XI, 7 a From 1997 ~'~ ~ ~~S ~8~. $ d $`s xp a"~V~ ~y"~ a`.[ 6 ~s q ,~ A Q&~ ~~d~ 2~S °~,i~~°iiPg o ~caAK'~s° ~fn5~d4 ~&`&~~n .cSP FD'~~° R'.5o kb 'I'°c`.~E~f? y~~ ~~~18 ~`a~~'~BP.goN d %<;NR 3 Ny~ ~oFQR6~8Q94AR6 B ¬8 B F V 8 . N ~$ ~~' 8 6~ :~ ~z b From 1998 $ r~2?8~`&,.~~ 4 q s,.~ s°~¢ 1 a y¢yzo¢4'~~ F¢~ .Z ~" vp i i ~ 3~^~ :~~p ~ FS ~~ .. ~o~~foYO2~ q99o~ff` S96tYf ~;L EX~`~ ~ ~ R9~ ' ~c~ ~ pg.§~~fl ~SE5~9n§~8 c From 1999 f(",i4~ F~g ~2a'& FA~'~o a4 w'~ ne§? ~ ~ ~wa ' ~~Y ¢ ar°? '. wk L4 r~ s ~g qk°t# 'R. Vg akf ~g ~'$ r&R £~ .~ s ~ g ~ g ~.~$~g g "~9'~s°~`go d From 2000 492 , 175 . ~ o p L, r~o~- 'roga°6 Po~$oa~a ~ ~~y~yo~ .o i »~ # Rd F ci~o'?$v$~oaa~ ~ RLnHO '~ %ao~s,°`~aa ~d i k y~ V~qNm ~ H' tc ~o 5 9f ~RCn°o 7 ~ ~o`~'nRa(i'F"n ~Lf~Sa e From 2001 946, 639 . 'e ." . ' a"~~'~ ~ ; ~. 'x~°~~w,s~In~~w`i& .,~. ' 'oia ~ o~'n~' ; Y $im O ~~~i F z g rso°yo°~~ a~ ,~$~o"%w~h~a Av'«q~°~wo &a`x 1 Total of fines 3a through e 1,438,814...... r .=++~~;~~;; °~~~X'~~`~L . . . . .r~~. .yy . .~ . .% . y. a...... b1 _C~ ~~~~s3+4 .~, m1i A L~u.~ .~~...... ion~~"(S b Prior years' undistributed income Subtract F ~'F 2obne Po ~6 ~Q Vo,4 E.~ oS !~6~t~ xs SAC, ~fogo Q~ 6~Y6 Px6T~. fine 4b from l ine 2b. n9c ~^pf3' p F~ 0 . ,.~.°L°^n°~~~° 6~wKn fFyFgfl °, fl$,S,~3p3 N c Enter the amount of poor years' undistribut- re~w $~~r~~°coa o, So ad income for which a notice of deficiency qage via ~o ~~ F ~ ~. C " 4,~~,y.~g$s~4 E has been issued, or on which the section ;4994,22'~~4,«~109";P,. ~ O . ~;~ Foa, ~a~~9~g 4942(a) tax has been previously assessed rs"s'ra;,~~alnnn9a~,R, ~;~o~ a .s~r ~~3 "s. .r .r ; ~+.`&~~, 6 rib s s~ "< a ~ > v ro~ . & OR®r e Qgk d Subtract fine tic from fine 6b Taxable $a~a ~9,~ amount-see instructions ~<~,~~ "m ~ . ~s ;`°w'~a$¢~ei~' x ,fix ~fax s,3,s0 111, ,~~w~ . . .s ~"5 3~Mo;oxo~s~g~i ?S~u'Y~nt~~'~$ ~'~Gn aSe4~Foa.p;,m~o o~ °~g'.°~M°C~, fl~'C0 ~kf e Undistributed income for 2(ql Subtract fine ~a from ~~~o~a~¬~;~s5 ~g~~ 0 . g ' ~' fine Za Taxable amount - see instructions ~°' M~o~t~~ D~ ~ ~ 1,101. y~ , .,. . ~. ~.m~~ .. .~ 6 b ~Opf~O 6cpt~'Qy~gG,n ~tv iffy SZ9MO u~$i~o ~P.q'H~ anp o Q~F ~o p,i ~x o(6R§F'y ~V°yorFiS fl~ 6.~G~~`~nSR°e~'Ry'^Sp3j~9~~a~5d~~A 1 Undistributed income for 2002 Subtract fines Qfif~f'~fFW~`yoifixSb~yra ;R9o(i"fl~w~~ 4d and 5 from fine 1 This amount ~ distributed m 2003 ' a~ ~s ts0~a~,Mo 0 . q .. ,.~ . ",.t r~ yxa;`ri° ~~n"ysF ~ °Foa0 oF:eyN° °~ ~ . 7 Amounts treated as distributions out of R`~' ~,r~~s~ ~ ~y e s',°r{ g, '~~¬`~°~oa~s~`~ off; ~£ corpus to satisfy requirements imposed °~ ~ ~r' a ,9~ ~' ° d° by section 170(b)(1)(E) or 4942(9)(3) ~~ R g ry~~ ~ ~ "Q $ i ; '~~ y~° x 0 . ~( ~ ~ . s. ~~myn~ K ..~.. R (see instructions ; ~F S~ l'> 3"R ~A ~ y~&8. . .~ . . . . . 1Y . . o~brg6r ^6 '~ ~'~o 8 Excess distributions carryover from 1997 nt ~s° s~ applied on line 5 or line 7 see instructions) 0 . ~,1 9 Excess distributions carryover to 2003 ~ m,a° ~ ~`, ~ ~ Subtract lines 7 and 8 from fine 6a 2 , 584,188 E~a ;'w~ 10 Anal ysis of line 9 4c. AN~'ag~s x~ ~a a~ ~ '~p ' ~ . yEga°~e . , a Excess from 1998 °`,°s°'F V b Excess from 1999 ~ ` c Excess from 2000 492 , 175 . ~' dExcess trom20o1 946 , 639 . e Excess from 2002 1 145 374 . BAA Form 990-PF (200 TEEA0308L 11112002 Part 1 e 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 o eraGn foundation described m section 4942 2a Enter the lesser of the adjusted net Tax ear Prior 3 ears income from Part I or the minimum investment return from Part X for a 2002 2(101 c 2000 1999 each year listed b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed d Amounts included in line 2c not used dually tar active conduct of exempt activities e QualiNing distributions made directly for active conduct of exempt acGwties Subtract line 2d from line 2c 3 Complete 3a, b, or c for the alternaUve test relied upon e 'Assets' alternative test - enter (1) Value of all assets (2) Value of assets qualifying under section 4942Q)(3)(B)(i) b Endowment' allernalrva tut - Enter 2/3 at minimum investment return shown in Part %, line 6 for each year lined c 'Support' alternative test - enter (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 49420)(3)(11)(m) (3) Largest amount of support from an exempt organization or more In assets at anv time durlna the 1 Information Regarding Foundation Managers, e List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any fax year (but only if they have contributed more than $5,000) (See section 507(cD(2) ) 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 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc, Programs: Check here 1' n if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes grits, grants, etc, (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d e The name, address, and telephone number of the person to whom applications should be addressed GEORGE SCHAEFFER, 13034 SATICOY ST, NORTH HOLLYWOOD, CA 91605 . PHONE 9 818-759-2400 . b The form in which applications should be submitted and information and materials they should include SEE STATEMENT 11 c My submission deadlines TO BE SUBMITTED BY JUNE 15TH FOR THE FOLLOWING TERM d My restrictions or limitations on awards, such as by geographical areas, charitable fields, lands of insUhuhons, or other lectors SEE STATEMENT 12 BAA TEenmwL tom1vz Form 990-PF (200 Form 10 BAA TEEaavia to23at Form 990-PF (200 'Form 990-'PF (200 SCHAEFFER' FAMILY FOUNDATION 95-4785084 Page 17 Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicted e Btsmess I Amount I Exclu I Amount Related or exempt code sim 1 Program service revenue a b c d e f g Fees and contracts from government agencies 2 Membership dues and assessments 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 5 Net rental income or Qoss) from real estate a Debt financed property b Not debt financed property 6 Net rental mama a (loss) from personal property 7 Other investment income 8 Gain or (low) 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 TAX REFUND b c e 12 Subtotal Add columns (b), (d), and (e) ,gv~~~$,E -8 13 Total. Add line 12, columns (b), (d), and (e) 13 See worksheet in the instructions for line 13 to verify calculations Relationship of Activities to the Accomplishment of Exempt Purposes Llna Ho I Explain below how each activity for which income is reported in column (e) of Part XVI A contributed importantly to we ~ accomplishment of the organization's exempt purposes (other than 6y providing funds (or such purposes) (See instructions ) BAA reEAo5011. 011230 Form 890-PF (200 Forth 990-0F Transfers To and Transactions and With Noncharitable 1 Did the organization dvecUy 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 organization to a noncharitable exempt organization of (i) Cash Other assets 1e b Other Transactions (1) Sales of assets to a noncharilable exempt organization (Z) Purchases of assets from a noncharitable 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 fundraising solicitations c Sharing of facilities, equipment, mailing lists, other assets, or paid employees d If the answer to any of the above is 'Yes,' complete the schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reort cation If the organization received less than lair market value in anv transac4on or shanna arranoemenl show m cop, mi Name of nonchardable of 2a Is the organization directly or indirect)y affiliated with, or related to, one or more lax exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527 Yes X No 15151pC7 Schedule B OMB No (Form 9W, 9M-EZ, or 990-PF) Schedule of Contributors p,P ti ,i,f ~,~ T, ,n Supplemantery Information for ,~~.i a...~.n Somme line 1 of Form 990, 990"EZ and 990-PP (sae InsU 2002 x.m, a org.ni .ee. Empqv Ideff""flon ember Organization type (check one) Filers of . Section : Form 990 or 990 EZ 501(c)( _) (enter number) organization 4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990 PF X~ 501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(j) taxable private foundation Check if your organization is covered by the General Rule or a Special Rule (Note- Only a section 50I(c)(7), (8), or (10) organization can check boxes) for both the General Rule and a Special Rule - see instructions ) General Rule - ~For organizations filing Form 990, 990 EZ, or 990 PF that received, during the year, $5,000 or more (in money or property) from any one contributor (Complete Parts I and II ) Special Rules - For a section 501 c)(3) organization filing Form 990, or Form 990 EZ, that met the 33 1/3% support test of the regulaUoru under sections F1 509(a)(1)/170(b)(1~(A)(w) and received from any one contributor, during me year, a contribution of the greater of $5,000 or 2% of the amount on line 1 of ifiese forms (Complete Parts I and II ) For a section 501(c)(n, (8), or (10) organization filing Form 990, or Form 990 EZ, that received from any one contributor, during the year, aggregate contributions or bequests of more than $1,000 (or 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 ) a For a section 501 (c)(7), (8), or (10) organization filing Form 990, or Form 990 EZ, that received from any one 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 (II this box is checked, enter here the total contributions that were received during the year for an exclusivefy religious, charitable, etc, purpose Do not complete any of the Parts unless the General Rule applies to this organization because it received nonexclusrvely religious, charitable, etc, contributions of $5,000 or more during the year ) ~ $ Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not rile Schedule B (Form 990, 990-EZ, or 990 PF) but must check the box m the headin g o1 their Form 990, Form 990-EZ, or on line i o1 then Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF) BAA For Paperwork Reduction Ad Notice, see the instructions Schedule B (Form 990, 990 EZ, or 990-PF) (200 for Form 990 and Form 990-EZ TEEA0701L 01123103 Schedule B (Form 990 990 EZ 990 P Page 1 to 1 of Pert I Mama of ery4daalen EnqerGr IdeeOEwYen amiWr SCHAEFFER FAMILY FOUNDATION 95-4785084 3 Kg ,w Contributors (See Instructions Number Name, address end DP +4 Aggregate Type of contribution contributions 1 OPI PRODUCTS INC _-______--_----_ p Payroll 13034 SATICOY ST ------______- $_-_ 11150_000- Noncash NORTH-HOLLYWOOD CA 91605 ___-__--__---_---- i sa~noIcashconlVibuo~) Number Name, address and DP +4 Aggregate Type of contribution contributions Person ------Payroll Noncash ------$ (Complete Part II d there isanoncashcontribution ) Number Name, address and DP+4 Aggregate Type of contribution contributions Person Nn ash l (Complete Part II if there isanoncashcontribution ) a Number Name, address end ZIP +4 Aggregate Type of contribution contributions Person Payroll $ N ncash (Complete Part II if there isanoncashcontribution ) a Number Name, address and LP +4 Aggregate Type of contribution contributions Person ------ N ncashl (Complete Part 11 if there is a noncash contribution ) a Number Name, address and LP+4 Aggregate Type of contribution contributions Parson ------Payroll $------N ncash (Complete Part II if there isanoncashcontribution ) BAA TEEAo7oa oensm Schedule B (Form 990, 990-EZ, 990 PFD (200 Nuir of aOaeYHOS I Employer 1414RUcalion member Pdit° ~ Noncash Properly (See Specific Instructions) a b c No~from Description of noncash properly given FMV (or estimate Data r~edcerved Part I (see InsWdlons) ------~ I-- (e) No, from Description of noncash property given FMV (or estimate) Date received Part I (see Inslrudions) ------ No. from Description of noncash property given FMV (or estimate) Date received Part I (see Instructions) ------ No. from Description of noncash property given FMV (or estimate) Date received Pert I ------(see Instructions) ------ a b c d No ~from Description of noncash property given FMV (or estimate) Date iecelved Pert 1 ------(see InsWd~ons) ------ (a) (b) (c) (d) No. from Description of noncesh property given FMV (or estimate) Date received Part I (see Instructions) ------gqq Schedule B (Farm 990, 990-EZ or 990-PF) (100 ,Een070u 0en5102 Schedule B (Form 990 990 EZ or 990 P Page 1 to 1 of Pi Name, al eryaela7ea Employer 1,104211CS104 Member Exc/usive/yreligious, charitable, etc, individual contributions to section 501(c)p), (8), or (10) organizations aggregating more than $1,000 for the year (Complete cots (a) through (a) and me following line entry For organizations completing Part III, enter total of exclusively religious, charitable, etc, contributions of $7,000 or less for the year (Enter this information once - see instructions ) ~ $ N/A (b) (c) (d) Purpose of gift Use of gift Description of how gift Is held I/h------J ------ (e) Transfer of gift Transferee's name, address, end LP +4 Relationship of transferor to transferee ------No from I Purpose of gift Use o1 gift Description of how gift Is held ------(e) Transfer of gift Transferee's name, address, and LP +4 Relationship of transferor to transferee ------No from ~ purpose of gift Use or gift Description of how gift Is held ------(s) ------Transfer of gift Transferee's name, address, and LP +4 Relationship of transferor to transferee ------a No. tram Purpose of gift Use of gift Description of how gift Is held Part l ------ ------(e) Transfer of gift Transferee's name, address, and LP +4 Relationship of transferor to transferee ------ ------BAA Schedule B (Forth 990,990-E7, or 990-PF) (200 TEFn0704L oiro,03 12002 FEDERAL STATEMENTS PAGE 1 CLIENT V5 SCHAEFFER FAMILY FOUNDATION 95-4785084 1 STATEMENTI FORM 990-PF, PART I, LINE 6 NET GAIN (LOSS) FROM NONINVENTORY SALES PUBLICLY TRADED SECURITIES GROSS SALES PRICE : 28,919 . COST OR OTHER BASIS : 53,810 . TOTAL GAIN (LOSS) PUBLICLY TRADED SECURITIES -24,891 . TOTAL NET GAIN (LOSS) FROM NONINVENTORY SALES 3~ STATEMENT 2 FORM 990-PF, PART I, LINE 11 OTHER INCOME TAX REFUND $ 1 097 . TOTAL 1,09 . STATEMENT 3 FORM 990-PF, PART I, LINE 16C OTHER PROFESSIONAL FEES (A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES LEGAL TOTAL t---2'66b- STATEMENT 4 FORM 990-PF, PART I, LINE 18 TAXES (A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES FRANCHISE TAX BOARD $ 10 INTERNAL REVENUE SERVICE 319 . TOTAL 329 . $ 0. T-0. ~ FEDERAL STATEMENTS PAGE 2 VS SCHAEFFER FAMILY FOUNDATION 95-0785084 STATEMENTS FORM 990-PF, PART I, LINE 23 OTHER EXPENSES (A) (B) NET (C) (D) EXPENSES INVESTMENT ADJUSTED CHARITABLE PER BOOKS INCOME NET INCOME PURPOSES BANK CHARGES $ 46 OFFICE EXPENSES 353 TOTAL ~3S ~6- STATEMENT 6 FORM 990-PF, PART I, LINE 25 CONTRIBUTIONS, GIFTS, AND GRANTS CASH GRANTS AND ALLOCATIONS CLASS OF ACTIVITY : DONEE'S NAME : SEE STATEMENT 13 CONTINUATION DONEE'S ADDRESS : SCHEDULE OF DONATIONS ATTACHED RELATIONSHIP OF DONEE : ORGANIZATIONAL STATUS OF DONEE : AMOUNT GIVEN : $ 1,174,474 . TOTAL T_T37d,4TH STATEMENT? FORM 990-PF, PART II, LINE 10B INVESTMENTS-CORPORATE STOCKS VALUATION BOOK FAIR MARKET CORPORATE STOCKS METHOD VALUE VALUE LILLY ELI & CO COST $ 82,320 . $ 63,500 . MICROSOFT COST 63,825 . 51,700 . NASDAQ 100 SHARES COST 19,625 . 12,185 . REGIS CORD COST 119,666 . 129,950 . WAL MART COST 27,594 . 25,255 . WELLS FARGO COST 21,495 . 23,435 . WELLS FARGO-CASH COST 10 623 10 TOTAL $ 3d5,`f$ti*8~ STATEMENT 8 FORM 990-PF, PART II, LINE 10C INVESTMENTS-CORPORATE BONDS VALUATION BOOK FAIR MARKET CORPORATE BONDS METHOD VALUE VALUE GENERAL MOTORS COST $~ 200, 000 . $ 202, 980 . TOTAL $ 200,000 . 458- FEDERAL STATEMENTS PAGE 3 VS SCHAEFFER FAMILY FOUNDATION 95-0785084 STATEMENT 9 FORM 990-PF, PART VII-A, LINE 10 SUBSTANTIAL CONTRIBUTORS DURING THE TAX YEAR OPI PRODUCTS INC, 13034 SATICOY STREET, NORTH HOLLYWOOD, CA 91605 STATEMENT 10 FORM 990-PF, PART VIII, LINE 1 LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TITLE AND CONTRI- EXPENSE AVERAGE HOURS COMPEN- BUTION TO ACCOUNT/ NAME AND ADDRESS PER WEEK DEVOTED SATION EBP & DC OTHER GEORGE SCHAEFFER PRESIDENT $ 0 . $ 0 . $ 0 . 716 N MAPLE DR 5 BEVERLY HILLS, CA 90210 SUSAN WEISS-FISCHMANN SECRETARY 0 . 0 . 0 9849 ENCINO AVE 5 ENCINO, CA 91316 MIRIAM SCHAEFFER TREASURER 0 . 0 . 0 . 716 NORTH MAPLE DRIVE 5 BEVERLY HILLS, CA 90210 TOTAL STATEMENT II FORM 990-PF, PART XV, LINE 2B THE FORM IN WHICH APPLICATIONS SHOULD BE SUBMITTED APPLICANTS ARE REQUIRED TO PROVIDE ALL OF THE INFORMATION ON A SCHOLARSHIP APPLICATION FORM WHICH REQUIRES THE APPLICANTS PERSONAL INFORMATION, ACADEMIC INFORMATION, EXTRA CURRICULAR AND COMMUNITY SERVICE ACTIVITIES AND FINANCIAL DATA . STATEMENT I2 FORM 990-PF, PART XV, LINE 2D ANY RESTRICTIONS OR LIMITATIONS ON AWARDS APPLICANT MUST BE BETWEEN 16-24 YEARS OF AGE, RESIDE IN THE USA AND MUST BE A DEPENDENT OF A FULL TIME EMPLOYEE OF OPI PRODUCTS INC . STUDENT MUST BE A FULL TIME STUDENT AND MUST MAINTAIN A 3 .0 GRADE POINT AVERAGE AND ATTEND A SCHOOLED PROGRAM BASED IN THE UNITED STATES . Schaeffer Family Foundation STATEMENT 13 CONTINUATION SCHEDULE 95-4785084 December 31, 2002 List of Donations Donee's Donee's Recipient Address Relationship Amount Purpose Status Class of Activity . Scholarships Los Angeles City College 855 N Vermont Ave Donor's Company $ 1,000 00 Scholarship University Los Angeles, CA 90029 employee Scholarship program Cal State University of 18111 Nordhoff St Donors Company 1,000 00 Scholarship University Northndge NoRhridge, CA 91330 employee Scholarship program Cal State Stanislaus 801 W Monte Vista Way Donors Company 1,000 00 Scholarship University Turlock, CA 95382 employee Scholarship program Cal-State Monterey Bay 100 Campus Center Donors Company 500 00 Scholarship University Seaside, CA 93955-8001 employee Scholarship program Class of Activity Education B'nai Zion Foundation 136 E 39th St Member 164,500 00 Jewish Charitable Org New York, NY 10016 Assistance Chabad of the Valley 18181 Burbank Blvd Member 115,000 00 Jewish Charitable Tarzana, CA 91356 Education Org Chabad of Utah 1433 South 1100 East None 2,68000 Education Religious Salt Lake City, UT Mesrvita of Long Beach 205 W Beech St Member 265,000 00 Education Religious Long Beach, NY 11561 Shalhevet 910 S Fairfax Board member 229,250 01 Education Non-Profit Los Angeles, CA 90036 Abraham Joshua Heschel 17701 Devonshire St Fundraising 1,00000 Education Religious Day School Northridge, CA 91325 Class of Activity Research Amie Karen Cancer Fund 6535 Wilshire Blvd Fundraising donation 25000 Children with Non-Profit Suite 120 Cancer Los Angeles, CA 90048 American Committee for 130 East 59th St Fundraising donation 2300 Research Charitable Org the Weizmann Institute New York, NY 10022 Muscular Dystrophy Assoc 3300 East Sunrise Drive Fundraising donation 5000 Muscular Non-Profit Tucson, AZ 85718-3208 Dystrophy Research SchaeHer Family Foundation 1of11 CHARITY LISTING 2002 Donee's Donee's Recipient Address Relationship Amount Purpose Status USC Norris 1441 Eastlake Ave Fundraising donation 73 00 Cancer Research Non-Profit Cancer Center Room 8302 - MS #83 Los Angeles, CA 90089 Susan G Komen Cancer 5005 LBJ Freeway Fundraising donation 17 00 Cancer Research Non-Profit Suite 250 Dallas, TX 75244 St Jude Hospital P O Box 50 Fundraising donation 17 00 Research Non-Profit Memphis, TN 38101 The Rainbow Foundation 4600 Madison, Suite 400 Fundraising donation 250 00 Research for Charitable Org Kansas City, MO 64112 Communicative disorders Revlon Run/Walk for Women P O Box 4059 Fundraising donation 200 00 Cancer Research Non-Profit Santa Monica, CA 90411-4059 Recording for the Blind 20 Roszel Road Fundraising donation 25 00 Research/ Charitable Org & Dyslexic Princeton, NJ 08540 Education Memorial Sloan-Kettering 1275 York Avenue Fundraising donation 1,025 00 Cancer Research Non-Profit Cancer Center New York, NY 10021 National Multiple Sclerosis 733 Thud Ave , 6th Floor Fundraising donation 25 00 Multiple Sclerosis Non-Profit Society New York, NY 10017 Research National Osteoporosis 1232 22nd Street, NW Fundraising donation 25 00 Osteoporosis Charitable Org Foundation Washington, DC 20037 Research National Center for 381 Park Avenue South Fundraising donation 15 00 Research! Non-Profit Learning Disabilities Suite 1401 Education New York, NY 10016 Juvenile Diabetes Foundation 120 Wall Street Fundraising donation 46 00 Diabetes Research Non-Profit New York, NY LaCanada Guild of P O Box 653 Fundraising donation 1,000 00 EducationlResearch Non-Profit Huntington Memorial Hospital La Canada Flintridge CA, 91012 Leukemia/Lymphoma Society 1311 Mamaroneck Ave Fundraising donation 38 00 Leukemia/ Non-Profit White Plains, NY 10605 Lymphoma Research Helen Keller Worldwide 352 Park Avenue South Fundraising donation 25 00 Research for Non-Profit Suite 1200 blindness New York, NY 10010 Gilda's Club 322 Eighth Ave, #1402 Contributor 28,400 00 Cancer research Non-Profit New York, NY 10001 City of Hope 5215 Old Orchard Road Contributor 6,000 00 Research Charitable Org # 800 Skokie, IL 60077 Crohn's 8 Colitis Foundation 386 Park Avenue South Fundraising donation 25 00 Crohns 8 Colitis Charitable Org of America New York, NY 10016 Research Schaetfer Family Foundation 2of11 CHARITY LISTING 2002 Donee's Donee's Address Amount Status P O Box 86305 11 00 Cystic Fibrosis Charitable Org Washington, DC 20090 Research Christopher Reeve 500 Morris Ave Fundraising donation 44 00 Spinal Cord Charitable Org Paralysis Foundation Springfield, NJ 07081 Research Arthritis Foundation 1330 West Peachtree Fundraising donation 18 00 Arthritits Research Charitable Org Atlanta, GA 30309 Alzeimers Association 919 North Michigan Ave Fundraising donation 146 00 Research Charitable Org Suite 1100 Chicago, IL 60611 Avon Breast Cancer 135 S LaSalle Fundraising donation 1,500 00 Research Charitable Org Dept 7388 Chicago, IL 60674 AIDS Walk San Francisco P O Box 193920 Fundraising donation 500 00 ResearchlEducat Non-Profit San Francisco, CA ALS Foundation 27001 Agoura Road #150 Fundraising donation 25 00 ALS Research Charitable Org Calabasas, CA 91301 American Cancer Society 1710 Webster St Fundraising donation 50 00 Cancer research Charitable Org Oakland, CA 94612 American Diabetes 6300 Wilshire Blvd #10 Fundraising donation 594 00 Diabetes research Charitable Org Association Los Angeles, CA 90048 APLA 611 S Kingsley Drive Fundraising donation 50 00 AIDS research Charitable Org Los Angeles, CA 90010 AMFAR 120 Wall St 13th FL Fundraising donation 33 00 AIDS research Charitable Org New York, NY 10005 American Stroke Association 7272 Greenville Avenue Fundraising donation 1,000 00 Sponsor Charitable Org Dallas, TX 75231 Train to End Stroke event in Arizona American Foundation for 11 Penn Plaza, if300 Fundraising donation 30 00 Research 8 Charitable Org the Blind New York, NY 10001 programs for Blind American Heart 7272 Greenvdle Avenue Contributor 155,000 00 Heart Research Charitable Org Association Dallas, TX 75231 American Institute for 1759 R Street, NW Fundraising donation 12 00 Cancer Research Charitable Org Cancer Research Washington, DC 20009 American Kidney Fund 6110 Executive Blvd Fundraiser donation 30 00 Kidney Research Charitable Org Suite 1010 Rockville, MD 20852 American Lung Association 1740 Broadway Fundraising donation 30 00 Lung Research Charitable Org New York, NY 10019 American Parkinson 1250 Hylan Blvd, Ste 48 Fundraising donation 35 00 Research Charitable Org Disease Association Staten Island, NY 10305 SchaeNer Family Foundation 3 of 71 CHARITY LISTING 2002 Donee's Donee's Recipient Address Relationship Amount Purpose Status American Liver Foundation 75 Maiden lane, 11603 Fundraiser donation 16 00 Research Charitable Org New York, NY 10038 American Red Cross 2700 Wilshire Blvd Fundraising donation 23 00 Research Charitable Org of Greater Los Angeles Los Angeles, CA 90057 Class of Activity, Religious Chabad's Children of 675 Third St , #3210 Fundraising donation 2500 Save lives of Religious Chernobyl New York, NY 10017 children Chevra Tsedolo Vochesed 244 Madison Ave Fundraising donation 2500 Feeding hungry Religious Suite 352 Jews New York, NY 10016 Congregation Eitz Chayim 763 Dogwood Ave Fundraising donation 1,00000 Religious Non-Profit of Dogwood Park W Hempstead, NY 11552 Keren 350 Seventh Ave Fundraising donation 5000 Rehabilitation of Religious Suite 200 blind youth New York, NY 10001 Boys Town Jerusalem 261 Old York Rd, #420 Fundraising donation 2300 education to Religious Foundation of America Jenkintown, PA 19046 students in Israel Ben-Gurion 342 Madison Ave #1224 Fundraising donation 2500 Education Charitable Org University New York, NY 10173 Zionist Organization of 4 East 34th St Fundraising donation 2500 Jews against Charitable Org America New York, NY 10016 terrorism American Jewish Committee 165 East 56 St Fundraising donation 1700 For the rights of Religious New York, NY 10022 the Jewish Simon Wiesenthal Center 1399 S Roxbury Drive Fundraising donation 2300 Fight bigotry Religious Los Angeles, CA 90035 Sinai Special Needs 1650 Palisade Ave Contributor 1,00000 Judaic studies Religious Institute Teaneck, NJ 07666 for special needs children United Synagogue of 155 Fifth Avenue Fundraising donation 2500 Jewish education Religious Conservative Judaism New York, NY 10010 UFJCEE 545 Madison Avenue Fundraising 2500 Pesach campaign Religious Suite 700 New York, NY 10022 Union Councils for Soviet Jew 1819 H St NW, #230 Fundraising donation 11 00 to monitor Charitable Org Washington, DC 20006 anti-Semitic activity Young Israel of N B H 9350 Civic Center Dr Contributor 7,70000 Jewish education Religious Beverly Hills, CA 80210 Shaare Zedek 9100 Wilshire Blvd Fundraising donation 2500 medical center Religious Medical Center Suite 300 E Beverly Hills, CA 90212 Schaefier Family Foundation 4 of 11 CHARITY LISTING 2002 Donee's Donee's Recipient Address Relationship Amount Purpose Status Religious Coalition for 1025 Vermont Ave NW Fundraising donation 21 00 education/rights Religious Reproductive Choices #1130 Washington, DC 20005 National Jewish Council 11 Broadway Fundraising donation 25 00 disabled in the Religious For the Disabled New York, NY 10004 Jewish community National Jewish Outreach 989 Sixth Ave 10th F] Fundraising donation 2500 Education Religious Program New York, NY 10018 Museum of Tolerance Los Angeles, CA Fundraising donation 2500 Education Religious 9786 W Pico Blvd Los Angeles, CA 90035 MET Council 80 Maiden Lane, 21st FL Fundraising donation 1900 Advocate far the Non-Profit New York, NY 10038 needs of poor Jews Bar-Ilan University 8730 Wilshire Blvd Fundraising donation 25 00 education research Religious #550 Beverly Hills, CA 90211 Los Angeles Jewish 11500 W Olympic Blvd Fundraising donation 2500 Outreach Religious Symphony Jt501A Los Angeles, CA 90064 Jerusalem Foundation 60 East 42nd St Fundraising donation 21 00 Support for Religious Suite 1936 Jerusalem New York, NY 10165 Jewish Big Brothers 6505 Wilshire Blvd #600 Fundraising donation 5000 Mentonng Religious Los Angeles, CA 90048 Jewish Braille Institute 110 East 30th St Fundraising donation 5000 education Religious of America New York, NY 10076 for the blind Jewish Children's Fund 590 FiRh Ave #1500 Fundraising donation 2300 Fight against Religious New York, NY Poverty/hunger Jewish Guild for the Blind 15 West 65th St Fundraising donation 2500 education/research Religious New York, NY 10023 Jewish Heritage for the Blind 1655 E 24th St Fundraising donation 2500 education for the Religious Brooklyn, NY 11229 blind Jewish Home for the Aging 7150 Tampa Avenue Fundraising donation 5000 home far the aging Religious Reseda, CA 91335 Jewish National Fund 42 East 69th St Fundraising donation 5,01700 support of Israeli Religious New York, NY 10021 families Jewish War Veterans of 1811 R Street NW Fundraising donation 4000 Programs for Religious the USA Washington, DC 20009 War Veterans Israel Youth Village 770 Eastern Parkway Fundraising donation 5000 care packages Religious Brooklyn, NY 11213 to Israel Schaeffer Family Foundation 5 of 11 CHARITY LISTING 2002 Donee's Donee's Recipient Address Relationship Amount Purpose Status Interfaith Alliance 1012 14th St N W Fundraising donation 22 00 Positive role of Religious Suite 700 religion in public Washington, DC 20005 life Hdlel 1640 Rhode Island Ave Fundraising 2500 Provide students Religious NW with Jewish values Washington, DC 22036 Hadassah 50 W 58th St Fundraising donation 2500 Support (or women Religious New York, NY 10019 well versed m their HIAS 333 Seventh Avenue Fundraising donation 4800 liberties of Jews Religious New York, NY 10001 Hebrew Free Burial 224 W 35th St Fundraising donation 2500 free burials Religious Association Room 300 New York, NY 10001 heritage Girls Town/Chadash 360 Madison Ave #1166 Fundraising donation 21 00 Girls Home Religious New York, NY 10165 Sinai Temple 10400 Wilshire Blvd Contributor 2,50000 Synagogue Religious L A , CA 90024 B'nai B'rith Foundation 1640 Rhode Island Ave Fundraising donation 2300 enhancement of Religious N W Jewish life Washington, DC 20036 Americans United 518 C Street N E Contributor 3800 Separation of Religious for Separation of Church Washington, DC 20002 Church 8 State and State ARMDI 5900 Wilshire Blvd Fundraising donation 27,450 00 Israel charity Charitable Org American Red Mogen David Suite 1740 for Israel Los Angeles, CA 90036 AMIT 817 Broadway Avenue Contributor 35 00 Benefit of Children Religious New York, NY 10003 in Israel American Israel Education 440 First St, NW, #600 Contributor 250 00 Israel charity Religious Washington DC 20001 AIEF Fundraising donation 25 00 Pro Israel Religious c/o Al PAC New York, NY American Friends of 826 E 14th St Contributor 5,000 00 Benefit Hatzalah Religious Hatzalah Brooklyn, NY 11230 American Society for 500 Fifth Avenue Contributor 36 00 Holocaust studies Religious Yad Vashem, Inc New York, NY 10110 American Jewish Congress 165 East 56 St Fundraising donation 21 00 Non-Profit New York, NY 10022 Class of Activity . Other Jewish Journal 3660 Wilshire Blvd Donating advertising 36,400 00 Publisher For Profit Los Angeles, Ca 80010 to not for profits Schaeffer Family Foundation 6 of 11 CHARITY LISTING 2002 Donee's Donee's Recipient Address Relationship Amount Purpose Status 1200 18th Street, NW, American Farmland Trust Suite 800 Fundraising donation 25 00 promote farming Charitable Org Washington, DC 20036 Brain Tumor Society 124 Watertown St #3H Donation for a 50000 Research in brain Charitable Org Watertown, MA 02472 memorial tumors Oceana Contributor 25,400 00 Preservation of the Charitable Org oceans American Friends Service 1501 Cherry Street Fundraising donation 50 00 relief work Charitable Org Committee Philadelphia, PA 19102 American Civil Liberties 125 Broad St 18th Floor Fundraising donation 36 00 Civil liberties Charitable Org Union New York, NY 10004 American Indian College Fund 8333 Greenwood Blvd Fundraising donation 28 00 Education Charitable Org Denver, CO 80221 American Humane Assoc 63 Inverness Drive East Fundraising donation 18 00 Treatment of Charitable Org Englewood, CO-80112 Animals American Indian Relief P O Box 6200 Fundraising donation 30 00 Relief Services Charitable Org Foundation Rapid City, SD 57709 Amnesty International USA 322 Eight Avenue Fundraising donation 25 00 Free prisoners Charitable Org New York, NY 10001 of conscience Anti-Defamation League 823 United Nations PI Fundraising donation 22 00 education Charitable Org New York, NY - 10017 African Wildlife Foundation 1400 Sixteenth St NW Fundraising donation 23 00 Wildlife foundation Charitable Org Suite 120 Washington, DC 20036 Beverly Hills Fireman's Go FTA Fundraising donation 250 00 funding for Medical Charitable Org Association 427 N Canon Dr # 108 Trust Beverly Hills, CA 90210 Beverly Hills Police Officers 464 N Rexford Drive Association Beverly Hills, CA 90210 Fundraising donation 250 00 Medical Trust Charitable Org California State Sheriff's P O Box 980790 Fundraising donation 46 00 advocacy Charitable Org Association West Sacramento, CA 95798 Camp Ronald McDonald 2555 49th St Fundraising donation 30 00 helping ill children Non-profit Sacramento, CA 95871 8 their parents Campaign far Tibet 1825 K St , NW #520 Fundraising donation 11 00 freedom giving wor Charitable Org Washington, DC 20006 Colorado Springs Symphony 619 North Cascade Fundraising donation 250 00 education program Non-Profit Gala Color Springs, CO 80901 Schaefter Family Foundation 7 of 11 CHARITY LISTING 2002 . . Donee's Donee's Recipient Address Relationship Amount Purpose Status CARE 151 Ellis St N E Fundraising 30 00 Feed the hungry Charitable Org Atlanta, GA 30303 Cato Institute 1000 Massachusetts Fundraising 100 00 Civil Liberties Charitable Org Ave N W Washington, DC 20001 Catholic Relief Services 209 West Fayette St Fundraising 20 00 disaster aid Charitable Org Baltimore, MD 21201 The City College Fund Convent Avenue at Fundraising 100 00 education Charitable Org 138th St Shepard Hall, Room 168 New York, NY 10031 Child & Family Guidance 9650 Zelzah Ave Fundraising 250 00 Guidance Center Charitable Org Center Northridge, CA 91325 for children Children's Hospital of 4650 Sunset Blvd #29 Fundraising donation 46 00 Hospital Charitable Org Los Angeles Los Angeles, CA 90027 Childreach 155 Plan Way Fundraising donation 30 00 Foster Parenting Charitable Org Warwick, RI 02888 Committee for Accuracy in New York, NY Fundraising donation 10000 Charitable Org the Middle East Covenant House 1325 N Western Ave Fundraising donation 25 00 homes for abused Charitable Org Hollywood, CA 90027 & neglected kids 1101 14th St, NW #1400 Defenders of Wildlife Fundraising donation 11 00 Wildlife Charitable Org Washington, DC 20005 preservation Doctors Without Borders 6 East 39th St Fundraising donation 50 00 victim assistance Charitable Org 8th Floor New York, NY 10016 Easter Seals 230 West Monroe Street Fundraising donation 13 00 to help people with Charitable Org Chicago, IL 60606 disabilities Environmental Defense Fund 257 Park Avenue South Fundraising donation 1100 Preservation of Charitable Org New York, NY 10010 the environment Food for the Hungry 7729 E Greenway Rd Fundraising donation 25 00 Feed the hungry Charitable Org Scottsdale, AZ 85260 Freedom from Hunger 1644 DaVinci Court Fundraising donation 25 00 Feed the hungry Charitable Org Davis, CA 95616 Friends of Israel 298 Fifth Avenue Fundraising donation 25 00 Israel defense Charitable Org Defense Forces 5th Floor forces New York, NY 10001 Friends of Israel 419 Park Ave S , 905 Fundraising donation 50 00 Disabled veterans Charitable Org Disabled Veterans New York, NY 10016 Schaeffer Family Foundation 8 of 11 CHARITY LISTING 2002 Donee's Donee's Recipient Address Relationship Amount Purpose Status Goodwill Industries of 342 N San Fernando Rd Fundraising donation 1500 To help people with Charitable Org Southern California Los Angeles, CA 90031 disabilities Greater Los Angeles 5333 Zoo Drive Fundraising donation 2500 wildlife education Non-Profit Zoo Association Los Angeles, CA 90027 8 preservation Guide Dog Foundation 371 East Jencho Tpke Fundraising donation 21 00 Gwdedogs for Charitable Org Smithtown, NY 11787 the blind Animal Legal Defense 127 Fourth Street Fundraising donation 2300 Animal rights Charitable Org Petaluma, CA 94952-3005 Habitat for Humanity 121 Habitat St Fundraising donation 4200 building homes Charitable Org International Americus, GA 31709 for people in need Guiding Eyes for 611 Granite Springs R Fundraising donation 2500 Guidedogs for Charitable Org the Blind Yorktown, NY 10598 the blind Humane Society Fundraising donation 1 00 Animal Welfare Non-Profit Interfaith Housing Services 1326 E Ave A Sponsor 500 00 Housing programs Non-Profit Hutchinson, KS 67504 International Fund (or 411 Main Street Fundraising donation 1900 Animal Welfare Non-Profit Animal Welfare Yarmouth Port, MA 02675 International Rescue 122 East 42nd St Fundraising donation 50 00 Rescue/refugees Non-Profit Committee New York, NY 10169 Joe Nania Memorial Fund do Schoeneman Beauty Donation 2,500 00 Memorial Fund Charitable Supply Route 61 North Pottsville, PA 17901 Los Angeles Free Clinic 6043 Hollywood Blvd Fundraising donation 40 00 Social Services Non-Profit Los Angeles, CA 90028 Los Angeles Gay 8 1625 N Schrader Blvd Fundraising donation 25 00 Rights for gay 8 Non-Profit Lesbian Center Los Angeles, CA 90028 lesbians Lou Greco Memorial 16443 Rinaldi Memorial Fund 250 00 Fund for family Charitable Linda Greco Granada Hills, CA 91344 MRP Foundation P O Box 77492 Fundraising donation 50 00 Advocacy for use Charitable Org Washington, DC 20013 of marijuana for Miss SCV Pageants 16654 Soledad Cyn Rd Scholarship Pageant 350 00 Scholarship Charitable Org #200 Canyon Country, CA 97351 Make-A-Wish Foundation 3550 North Central Ave Fundraising donation 50 00 Granting wishes Non-Profit Suite 300 to terminally dl Phoenix, AZ 85102 kids Metropolitan Luthern 600 E 11th St Fundraising donation 500 00 helping community Charitable Org Ministry (Friends in Deed) Kansas City, MO 64106 w/food & bills Schaeffer Family Foundation 9 of 11 CHARITY LISTING 2002 .. , Donee's Donee's Recipient Address Relationship Amount Purpose Status Millburn Fifth Quarter Club 25 Old Short Hills Rd Fundraising donation 19500 2002 Football Charitable Org Short Hills, NJ 07078 Program Natural Resources Defense 40 West 20th Street Fundraising donation 2500 Protect the Charitable Org Council New York, NY 10011 Environmental National Audobon Society 700 Broadway Fundraising donation 700 restore natural Charitable Org New York, NY 10003 eco-systems NARAL 1156 15th St NW Fundraising donation 5000 women's freedom Charitable Org Suite 700 to make choices Washington, DC 20005 National Wildlife Federation 11100 Wildlife Center Fundraising donation 500 Wildlife Non-Profit Reston, VA 20190-5362 preservation Native American Rights 1506 Broadway Fundraising donation 1500 human (Indian) Charitable Org Fund Boulder. CO 80302 rights National Humane Education 521-A East Market St Fundraising donation 25 00 promote kindness Charitable Org Society Leesburg, VA 20176 to animals Nature Conservancy 4245 North Faufax Dr Fundraising donation 21 00 Conservation of Non-Profit Suite 100 Nature Arlington, VA 22203 Oxfam 26 West St Fundraising donation 19 00 Poverty worldwide Non-Profit Boston, MA 92111 Paralyzed Veterans of 801 Eighteenth St NW Fundraising donation 7 00 rebuild lives Non-Profit America Washington, DC 20006 Project Hope 255 Carter Hall Lane Fundraising donation 25,425 00 humanitarian Non-Profit Millwood, VA 22646 belief Rock the Vote 10635 Santa Monica Blvd Contributor 25,400 00 To educate young Non-Profit Los Angeles, CA 90025 people to go out and vote InYI Planned Parenthood 120 Wall Street 9th FI Fundraising donation 48 00 planning clinics Non-Profit Federation New York, NY 10006 Starbnght Foundation 11835W Olympic Blvd Contributor 25,400 00 granting wishes to Non-Profit Suite 500 terminally ill kids Los Angeles, CA 90064 Salvation Army 900 James M Wood BI Fundraising donation 1300 to meet human Charitable Org Los Angeles, CA 90015 needs Save the Children 54 Wilton Road Fundraising donation 1 00 help children in Non-Profit Westport, CT-06880 need Sierra Club 85 Second St 2nd FI Fundraising donation 1700 Nature Non-Profit San Francisco, CA 94105 conservation St Vincent Meals on Wheels 2131 W Third St Fundraising donation 2500 Meals on Wheels Non-Profit Los Angeles, CA 90057 SchaeHer Family Foundation 10 of 11 CHARITY LISTING 2002 .a . Donee's Donee's Recipient Address Relationship Amount Purpose Status Technoserve 49 Day St Fundraising donation 23 00 Rural Poverty Charitable Org Nornalk, CT 06854 Treepeopte 12601 Mulholland Drive Fundraising 42 00 Conserve nature Charitable Org Beverly Hills, CA 90210 US Olympic Committee One Olympic Plaza Fundraising donation 25 00 Olympics Non-Profit Colorado Springs, CO 80909 UNICEF 333 East 38th St Fundraising donation 25 00 care of children Non-Profit New York, NY 10016 United Way of Greater LA 523 W 6th St Fundraising donation 21 00 helps numerous Non-Profit Los Angeles, CA 90014 charitable agencies USO World Headquarters 1008 Eberle Place, SE Fundraising 1500 enhance lice of Non-Profit Suite 301 Military personnel Washington, DC 20374 Volunteers of America 1660 Duke Street Fundraising 2500 serving others Charitable Org Alexandria, VA 22314 American Society far the 424 East 92nd Street Fundraising donation 1800 Prevention of Non-Profit Prevention of Cruelty to New York, NY 10128 cruelty to animals Animals Wilderness Society 1615 M Street, NW Fundraising donation 1900 Preservation of the Charitable Org Washington, DC 20036 wilderness Western Wall Heritage 475 Fifth Ave #1114 Fundraising donation 2500 Israel's history Charitable Org Foundation New York, NY 10017 Women's American ORT 315 Park Ave South Fundraising donation 1500 education) Charitable Org New York, NY 10010 resources World War II Memorial P O Box 96766 Fundraising donation 2300 Natl WWII Charitable Org Fund Washington, DC 20090 Memorial Fund World Concern 19303 Fremont Ave N Fundraising donation 2500 emergency relief Charitable Org Seattle, WA 98133 World Wildlife Fund 1250 24th Street, NW Fundraising donation 1900 to preserve the Charitable Org Washington, DC 20037 ecosystem YWCA of the USA 350 Fifth Avenue #301 Fundraising donation 2500 Needs of women/ Charitable Org New York, NY 10118 girls & their families Zero Population Growth 1400 16th Street, NW, Fundraising donation 900 to slow population Charitable Org Suite 320 growth Washington, DC 20036 America's Second 35 East Wacker Drive, Fundraising donation 2500 Feed Hungry Charitable Org Harvest Suite 2000 people Chicago, IL 60601 TOTAL SCHAEFFER FAMILY FOUNDATION CONTRIBUTIONS $ 1,174,473 Ot FOR YEAR 2002 Schaeffer Family Foundation 11 of 11 CHARITY LISTING 2002 Form$868 Application for Extension of Time to File an , 2000, Exempt Organization Return OW , ,5,5 o, ~Dn~°tem.~i'ae~v:'wsem c: ~ ~ File a separate app lication far each return 0 If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box 0 If you are filing for an Additional (not automatic) 3-Month Extension, complete only Pert II (on page 2 0l this form) Note Do not complete Part /l un/ass you have already been granted en automatic 3-month exfens/an on a provlously fled Form 8868 pOU10 AUtomatit 3-Month Extension of Time - Only submit original (no copies needed Note. Form 990-T corporations requesting an automatic 6 month extension - check this box and complete Part 1 only All other corporations (including Form 990-C (tars) must use Form 7004 to request an extension oltime to ale income fax returns Partnerships, Type or SCHAEFFER FAMILY FOUNDATION 95-4". Bile by the Humber, street, end room a suite ..be, II a P 0 be. see instructions due date for tiling your 612 N MAPLE DR return See cry, town or post office For a foreign address, see instructions state Instructions BEVERLY HILLS, CA 90210 Check type of return to 6e filed (tile a separate application for each return) Form 990 Form 990 7 (corporation) Form 4720 f 1 Form 990 BL Form 990 T (Section 401(a) or 408(a) trust) ~ Form 5227 Form 990 EZ Form 990 T (trust other than above) Form 6069 X Form 990 PF Form 1041 A Form 8870 R If the organization does not have an office or place of business in the United States, check this box It this is for a Group Return, enter the organizations four digit Group Exemption Number (GEN) II this is for the whole group, check this box ~ F1 It it is for part of the group, check this box lx~ Eland attach a list with the names and EINs of all members the extension wi11 cover 1 I request an automatic 3 month (6 month, for 990-T corporation) extension of time until 8/15 , 20 03 to file the exempt organization return for the organization named above The extension is for the organizations return for X calendar year 20 02 or 10- tax year beginning , 20 , and ending , 20 2 II this tax year is for less than 12 months, check reason ~ Initial reNrn Final return O Change in accounting period 3e 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 0 . c Balance Due Subtract line 3b horn line 3a Include your payment with this form, or, il requved deposit with FTD coupon or, if required, by using EFTPS (Electronic FeCeral Tax Payment System) See instrucEons $ 0 . Signature and Verification Under penalties of peptty, I decbre Nat I have examined this realm, including accompanying sdied+ks end statements, end b the best of my knvxledpa and belief, it n We, wrtact a nd complete, and dust 1 am wCwn:eE b prepare Nn loan SpnaWre ii" Tute Data Instructions Form 8868 (12 2000) FIFZO501L 0725102