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 .