Year 2008 - Foundation Center

Form 990-PF
Return of Private Foundation
Department of the Treasury
Internal Revenue Service
❑ Initial return
G Check all that apply.
CIFI v
1`
uny,
wn,state, and ZIP cqe
C7"T^ '
N
^ IV
t1 qG7W
❑ Name change
"f
o ' `^
Room/suite
G^
B Telephone number see pa a
of thtee instructions)
C If exemption application is pending, check here ^ ❑
D 1. Foreign organizations, check here .
^ ❑
Section 501(c)(3) exempt private foundation
H Check type of organization.
❑ Section 4947(a)(1) nonexempt charitable trust ❑ Other taxabl private foundation
Cash ❑ Accrual
J Accounting method'
I Fair market value of all assets at end
E If private foundation status was terminated
. ^ ❑
under section 507(b)(1)(A), check here
❑ Other (specify) _ _ .
---------------(Part 1, column (d) must be on cash basis.)
F If the foundation is in a 60-month termination
. ^ ❑
un d er sec t ion 507(b)(1)(B) , check here
^^,^1
5i L D
Analysis of Revenue and Expenses (The total of
amounts in columns (b), (c), and (d) may not necessarily equal
the amounts in column (a) (see page 11 of the instructions).)
ea
❑ Address change
1 ber
A Em oyer i entification num
pWmbeerrand _a reet (or P 0 b^ nymber
if all is not delivered to street address)
(00
of year (from ParL11 col
p
line 16) ^ $
o
N
❑ Amended return
O
PVt`
, 20
, 2008, and ending
Final return
^
Name of fond ion
or type .
See Specific City w
I ns t ruc ti on s . K 11+i1
2008
Note . The foundation may be able to use a copy of this return to sati sfy state reporting r
For calendar year 2008, or tax year beginning /
Use the IRS
label.
Othprint ,
OMB N o 1545-0052
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
1
2
3
4
5a
b
6a
b
y 7
cc 8
9
10a
b
c
11
12
co
to
a
W
w
(D
Q
T
E
r
CO
4)
C
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Contribution gifts, grants, etc , received (attach schedule)
if the foundation is not required to attach Sch B
Check ^
Interest on savings and temporary cash investments
. . . .
Dividends and interest from securities
Gross rents . . . . . . . . . . . . .
Net rental income or (loss)
Net gain or (loss) from sale of assets not on line 10
Gross sales price for all assets on line 6a
Capital gain net income (from Part IV, line 2)
Net short-term capital gain . . . . . . . .
. . . . . .
Income modifications .
Gross sales less returns and allowances
Less- Cost of goods sold
Gross profit or (loss) (attach schedule)
. . . . . .
Other income (attach schedule)
Total . Add lines 1 through 11
13 Compensation of officers, directors, trustees, etc.
'
14 Other employee
^.
15 Pension plans, em
saMh4dule).
16a Legal fees (attach
Accounting fees
b(aQc
T^j^' . ;,ja '
Other professional
l ^•
17 Interest
I friction
see
DE
18 Taxes (attach schedu
19 Depreciation (attach schedule) and depletion
. . . . . . . . . . . . .
20 Occupancy
21 Travel, conferences, and meetings
22 Printing and publications . . .
23 Other expenses (attach schedule) . . . . . .
24 Total operating and administrative expenses.
Add lines 13 through 23 . . . . . . . . .
. . . . . .
25 Contributions, gifts, grants paid
26 Total expenses and disbursements . Add lines 24 and 25
27
(a) Revenue and
expenses per
books
2. Foreign organizations meeting the 85% test,
. ^ ❑
check here and attac h compu t a t ion
•l
!1
Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements
b Net investment income (if negative, enter -0-)
c Adjusted net income (if negative, enter -0-)
For Privacy Act and Paperwork Reduction Act Notice , see page 30 of the instructions .
Cat No 11289X
Form 990-PF (2008)
P '^-
Form 990- PF (2008)
Pace 2
Attached schedules and amounts in the description column
Balance Sheets should be for end-of-year amounts only (See instructions)
1
2
3
4
5
Cash-non-interest-bearing . . . . . . . . .
Savings and temporary cash investments .
Accounts receivable ^ -----------------------------------------Less: allowance for doubtful accounts ^ _____________________
Pledges receivable ^ -------------------------- __________________
Less: allowance for doubtful accounts ^ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Grants receivable . . . . . . . . . .
.
Beginning of year I
(a) Book Value
'w
I
End of year
(b) Book Value
(c) Fair Market Value
)' 114 1 'w
'' O"
NIR
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)
. . .
. . . . . . . . . . . .
7 Other notes and loans receivable (attach schedule) ^ ---------------Less allowance for doubtful accounts ^ ----------- - ----------- - ----w 8 Inventories for sale or use
. . . . . . . . . . .
9 Prepaid expenses and deferred charges
. . .
10a Investments-U S and state government obligations (attach schedule)
b Investments-corporate stock (attach schedule)
. .
c Investments-corporate bonds (attach schedule) . . . .
11 Investments-land, buildings, and equipment basis ^ --------------Less, accumulated depreciation (attach schedule) ^ - ----- -- - ----- ---12 Investments-mortgage loans . . .
. . .
13 Investments-other (attach schedule)
. . . . . . .
14 Land, buildings, and equipment basis ^ -------------------------Less: accumulated depreciation (attach schedule) ^ _ ____________ _ ____
15 Other assets (describe ^ _______________________________________ )
16 Total assets (to be completed by all filers-see the
instructions. Also, see page 1, item I)
17
w 18
+: 19
20
21
22
23
Accounts payable and accrued expenses
.
Grants payable . . . . . . . . . . . . . . .
Deferred revenue
. . .
. . .
. . .
Loans from officers, directors, trustees, and other disqualified persons .
Mortgages and other notes payable (attach schedule)
Other liabilities (describe ^ -------------------- ________________ )
Total liabilities (add lines 17 through 22)
y
d
0
and complete lines 24 through 26 and lines 30 and 31.
24
c0 25
Im 26
ti
Foundations that follow SFAS 117 , check here ^
Unrestricted . . . . .
. . .
. . . .
Temporarily restricted .
Permanently restricted
. . . . . . . . . . .
Foundations that do not follow SFAS 117 , check here ^
and complete lines 27 through 31.
^^
rn
1^pt^V ' W L14^^^^
N/A
K IM
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^^
'-0_0'
n(]t t
L^^7
-qa;!9M,M r
5.00
❑
.
Capital stock , trust principal , or current funds . . . . .
Paid-in or capital surplus , or land , bldg. , and equipment fund
Retained earnings , accumulated income , endowment , or other funds
Total net assets or fund balances (see page 17 of the
instructions) . .
. . . . . . . . . . . . .
Z 31 Total liabilities and net assets/fund balances (see page 17
of the instructions) .
. . .
r0rM Analysis of Chan g es in Net Assets or Fund Balances
0 27
28
N 29
Q 30
*.'
y
'
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) . . . . . . . . . . . . .
2 Enter amount from Part I, line 27a
. . . . . . . . . . . . . . . . .
3 Other increases not included in line 2 (itemize) ^ ---------------------------------------------4 Add lines 1, 2, and 3 . . . . . . . . . . . . . . .
. . . . . . . . . .
5 Decreases not included in line 2 (itemize) ^ _______________________________________________________________
6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II. column (b). line 30
1
r00',00
rim ,
2
3-
4
5
0H8_8 ) C600 100
"' ,
6 2
000'QO
Form 990-PF (2008)
0161
Page 3
Form 990-PF (2008)
Capital Gains and Losses for Tax on Investment Income
(b) How acquired
P- Purchase
D-Donation
(a) List and describe the kind(s) of property sold (e g , real estate,
2-story brick warehouse, or common stock, 200 shs MLC Co)
(c) Date acquired
(mo, day, yr)
(d) Date sold
(mo , day, yr)
1a
b
c
d
e
(f) Depreciation allowed
(or allowable)
(e) Gross sales price
(h) Gain or (loss)
(e) plus (f) minus (g)
(g) Cost or other basis
plus expense of sale
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
a
b
c
d
e
(I) Gains (001 (h) g ain mi nus
col (k), but not less than -0-) or
Losses (from col (h))
(k) Excess of col (i)
over col 0), if any
G) Adjusted basis
as of 12/31/69
(I) F M V as of 12/31/69
N 1H
If gain, also enter in Part I, line 7
{ If (loss), enter -0- in Part I, line 7
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8
. . . . . . . . . . . . . . . . .
2 Capital gain net income or (net capital loss)
KOM
2
N In
3
__Q
`1
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 income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base periods
If "Yes ," the foundation does not qualify under section 4940 (e). Do not complete this part.
❑ Yes ❑ No
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years
Calendar year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of nonchantable-use assets
(d)
Distribution ratio
(col (b) divided by col (c))
2007
2006
2005
2004
2003
2 Total of line 1 , column (d)
3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by the
number of years the foundation has been in existence if less than 5 years . . . . .
2
3
4 Enter the net value of noncharltable-use assets for 2008 from Part X , line 5 .
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4
5 Multiply line 4 by line 3
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5
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6 Enter 1 % of net investment income (1 % of Part I , line 27b)
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6
7 Add lines 5 and 6
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N IP
8 Enter auallfvma distributions from Part XII. line 4 . . . . . . . . . . . . . . .
8
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate. See
the Part VI instructions on Daae 18.
Form 990-PF (2008)
Form 990-PF (20 08)
1a
b
c
2
3
4
5
6
a
b
c
d
7
8
9
10
11
Page 4
txcise i ax esasea on investment income (Section 4940(a), 4940(b), 4940(e), or 4948-see pa a 1 8 of the instructions) ;
Exempt operating foundations described in section 4940(d)(2), check here ^ ❑ and enter "N/A" on line 1.
Date of rulin g letter _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ (attach copy of ruling letter if necessary - see instructions)
Domestic foundations that meet the section 4940(e) requirements in Part V , check
1
F"
L yy ;
here ^ ❑ and enter 1 % of Part I, line 27b
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4%
of Part I, line 12, col. (b)
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
2
3
Add lines 1 and 2
. . . . . . . . . . . .
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
4
Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -05
Credits/Payments:
6a
2008 estimated tax payments and 2007 overpayment credited to 2008
6b
Exempt foreign organizations-tax withheld at source
?N'
Tax paid with application for extension of time to file (Form 8868)
6c
.,,: y ;"°
a.•
Backup withholding erroneously withheld
6d
''
Total credits and payments. Add lines 6a through 6d
. .
. . .
7
Enter any penalty for underpayment of estimated tax. Check here ❑ if Form 2220 is attached
8
Tax due. If the total of lines 5 and 8 is more than line 7 , enter amount owed . .
. ^
9
Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . ^ 10
Enter the amount of line 10 to be. Credited to 2009 estimated tax ^
Refunded
^ 11
Statements Regarding Activities
Yes No
la During the tax year , did the foundation attempt to influence any national , state , or local legislation or did it .
is
participate or intervene in any political campaign ?
. . . . . . . . . . . . . . . .
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19
✓
1b
of the instructions for definition )? . . .
. . . . . .
. .
"y,TM, ",
i;}rl
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
' } ' `'a z
is
. . .
, .
. . .
c Did the foundation file Form 1120-POL for this year?
.mot c =;^, }
d Enter the amount (if any) of tax on QQI i al expenditures (section 4955) imposed during the vear:
IJ
(2) On foundation managers. ^ $
(1) On the foundation. ^ $
rF
*_:. r .
e Enter the reimbursement (if any) paid b Ie foundation during the year for political expenditure tax imposed on p •
_ " ^•
foundation managers ^ $
M
2 Has the foundation engaged in any activities that have not previously been reported to the IRS?
2
If "Yes, " attach a detailed description of the activities
3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of
3
incorporation , or bylaws , or other similar instruments' If "Yes , " attach a conformed copy of the changes
4a
4a Did the foundation have unrelated business gross income of $1 , 000 or more during the year?
4b
. . . . . . . . . . . . . .
b If "Yes , " has it filed a tax return on Form 990-T for this year's
.
the
substantial
contraction
during
year?
. .
5 Was there a liquidation , termination , dissolution , or
Instruction
T.
If "Yes," attach the statement required by General
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 g overnin g instrument?
7 Did the foundation have at least $5 , 000 in assets at any time during the year? If "Yes , " complete Part ll, col (c) , and Part XV
Sa Enter the states toQh1he foundation reports or with which it is registered (see page 19 of the
instructions)
____ ____
b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General
8b
(or designate) of each state as required by General Instruction G? If "No , " attach explanation . . . .
7 7
9
10
Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3)
or 49420)(5) for calendar year 2008 or the taxable year beginning in 2008 (see instructions for Part XIV on
p a g e 27)? If "Yes , " complete Part XIV .
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their
names and addresses
f
9
10
Form 990-PF (2008)
Page 5
Form 990-PF (2008)
MMMW Statements Reg ardin g Activities (continued)
At any time during the year, did the foundation , directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13 )9 If "Yes," attach schedule (see page 20 of the instructions) . . . . . .
Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
11
12
August 17, 2008?
Did the foundation comply witr -tte, p
13
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15
•.
:
c
2
a
b
c
___
_
^^- -cm
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^ El
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Statements Regarding Acti vi ties for Which Form 4720 May Be Required
F ile F orm 4720 if any it em i s ch e cked in the "Yes " column , unless an exception applies .
1a During 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 pay or 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)? . . .
b
V/
12
13
.
is inspection requirements for its annual returns and exemption application?
Lt
Website address ^ -------N____nJ _
MODRT47
_^
lephone no.
^
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NTn
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re of
The books are i
01
ZIP+4
No
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Located at ^
----9
_
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here
. ^ 15
and enter the amount of tax- exempt interest received or accrued durin g the year
14
11
Yes
Yes
^ ' No
Yes
Yes
Yes
, _ _. ., ,( ( No
o
No
Yes
LiNo
(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 period after
termination of government service, if terminating within 90 days.) . . . . . . . ❑ Yes LNo
If 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(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)? . ,
^ ❑
. . . . .
Organizations relying on a current notice regarding disaster assistance check here
that
acts,
than
excepted
other
in
1
described
a,
the
acts
any
of
prior
year
in
a
engage
in
foundation
Did the
were not corrected before the first day of the tax year beginning in 2008? . . . . . . . . . . .
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 49420)(3) or 4942())(5)).
At the end of tax year 2008, did the foundation have any undistributed income (lines 6d and
E! (No
. . . . . ❑ Yes LI
Part XIII) for tax year(s) beginning before 2008? . . . . . . .
If "Yes," list the years ^ 20 ----- , 20 ..... , 20 ..... , 20-__-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 undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement-see page 20 of the instructions .) . . . . . . .
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
No
. ❑ Yes
. . . . . . . . . . . .
enterprise at any time during the year?
b If "Yes," did it have excess business holdings in 2008 as a result of (1) any purchase by the foundation or
disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the
Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse
of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the
. . . . .
. . . . . . . . .
foundation had excess business holdings in 2008.)
purposes?
charitable
its
jeopardize
would
manner
that
amount
in
a
year
any
the
during
invest
foundation
4a Did the
its
jeopardize
could
1969)
that
31,
December
after
year
(but
prior
in
a
investment
any
b Did the foundation make
charitable p ur p ose that had not been removed from j eo pard y before the first day of the tax year beg innin g in 2008?
No
1b
is
2b
3b
4a
N
4b
Form 990-PF (2008)
Form 990-PF (2008)
Page 6
4720 May Be
5a During the year did the foundation pay or incur any amount to.
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
❑ Yes 4 0
(2) Influence the outcome of any specific public election (see section 4955); or to carry on,
directly or indirectly, any voter registration drive?
. .
. ❑ Yes ^ o
(3) Provide a grant to an individual for travel, study, or other similar purposes?
. .
❑ Yes V
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 page 22 of the instructions) .
. ❑ Yes [K 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 5 K No
b If any answer is "Yes" to 5a(1)-(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 page 22 of the 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? . . . . . . .
❑ Yes
No
If "Yes," attach the statement required by Regulations section 53.4945-5(d).
6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
on a personal benefit contract? . . . . . .
. ❑ Yes
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?
❑ Yes
b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
5b
No
6b
J
[No
_vZ
7b
Information About Officers , Directors , Trustees , Foundation Managers , Highly Paid Employees,
and Contractors
I
List all officers . directors - trustees . foundation managers and their compensation (see naae 22 of the instructions).
(b) Title, and average
hours per week
devoted to position
(a) Name and address
TMOMBEL S. RHINO
WA
I
A
]^
j^
j! D1WN`
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DR
8 HO NKS
1V
(d) Contributions to
employee benefit plans
and deferred compensation
(e) Expense account,
other allowances
PMGME
l Il7LlM1
r-
(c) Compensation
( If not paid , enter
-0-)
U
Bl(_ I - P-1 ) _ PRH 0 P _0ftT__C19q1S__
i
V
.u...
4
S
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^p^
-p-
2 ttou
2 Compensation of five highest-paid employees (other than those included on line 1-see page 23 of the instructions).
If none, enter "NONE."
(a) Name and address of each employee paid more than $ 50,000
(b) Title , and average
hours per week
devoted to position
(c) Compensation
(d) Contributions to
employee be n efit (e) Expense account,
other allowances
plans and deferred
compensation
------ ---------------- --------------------- --------------------
------------------ -oqg ---- - --- - --- - -- -- -- --- --------------------------------------------------- - --- - -- -- -- -- - --------- ------------------------ - ---- --- -- - ---- --------------------------- ---
N H
----------------------------------------------------------------Total number of other employees paid over $50,000
^ 1
Form 990-PF (2008)
Page 7
Form 990-PF (2008)
Information About Officers, Directors , Trustees , Foundation Managers , Highly Paid Employees,
and Contractors (continued)
rive nt
3
nest -
ala unae
enaent contraciors Tor
roresslonai services
see pa g e Cs OT Lne insiructtons . IT none
(b) Type of service
( a) Name and address of each person paid more than $50,000
enter •- riur'i
.••
(c) Compensation
---------------------------------------------------------------------------------------
----------------------------
----------------------------------
NONE
- ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------Total number of others receiving over $50,000 for professional services
.
^
Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number . I
f
f
of organizations arld o;tier beneficiaries served, conferenQas cor1Mpned, r@search papgrs pr duced, e=c _
it
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I C 511T'li1
Summary of Program-Related Investments (see page 23 of the instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2
Amount
1 -------------------------------------------------------------------------------------------------------------N -^ ------------------------------------------------------------2
-------------------------------------------------------
-------------------------------------------------------------
All other program- related investments See page 24 of the instructions
3
------------------------------------------------------- n If[ --------------------------------------------------------------
Total . Add lines 1 through 3
. ^
Form 990-PF (2008)
Form 990 - PF (2008)
ti^
Page 8
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations
see page 24 of the instruction s.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
I Lb__
is
a Average monthly fair market value of securities
. . . . .
b Average of monthly cash balances
rCO
. . . . . . . . . . . . . . . . . . . . . 1b
c Fair market value of all other assets (see page 24 of the instructions) . . . . . . . . .
is
01
id
i^
d Total (add lines 1a, b, and c)
. . . . . . . . . . .
e Reduction claimed for blockage or other factors reported on lines 1 a and
1e
+„01r.
1c (attach detailed explanation) . . . . . . . .
. . .
2 Acquisition indebtedness applicable to line 1 assets
2
_
3 Subtract line 2 from line l d . . . . . . . . .
. . . . . . . . . . . .
3
O
OO
4 Cash deemed held for charitable activities Enter 1112% of line 3 (for greater amount, see page 25
} 8 16
00
of the instructions)
4
5
rJr
5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 .
6 Minimum investment return . Enter 5% of line 5
6
GD'
[iM Distributable Amount (see page 25 of the instructions) (Section 49420)(3) and 0)(5) private operating
foundations and certain foreign organiz ations check here ^ ❑ and do not complete this part.)
1
2a
b
c
3
4
5
6
7
Minimum investment return from Part X , line 6 . . .
2a
Tax on investment income for 2008 from Part VI , line 5 . .
2b
Income tax for 2008. (This does not include the tax from Part VI.)
Add lines 2a and 2b
. . . . . . .
. . . . . .
. . . .
Distributable amount before adjustments. Subtract line 2c from line 1
Recoveries of amounts treated as qualifying distributions . . . . .
.
Add lines 3 and 4
. . . . . . . . . . . .
. . . .
.
Deduction from distributable amount (see page 25 of the instructions)
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here
line 1
N p
2c
. . . .
. . . .
. . . . . .
and on Part XIII,
3
4
5
6
7
Ww
Qualifying Distributions (see page 25 of the instructions)
l'
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
is
N
a Expenses, contributions, gifts, etc.-total from Part I, column (d), line 26 . . . . . . .
ib
.
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 ,
. . .
2
purposes . . . . . . . . . . .
. . . . . . .
. . .
4'^
•
3 Amounts set aside for specific charitable projects that satisfy the:
3a
. . . . . . .
a Suitability test (prior IRS approval required) . . . . . . . . . .
3b
. . .
. . . .
. .
b Cash distribution test (attach the required schedule)
4
4 Qualifying distributions. Add lines la through 3b. Enter here and on Part V, line 8, and Part XIII, line 4 .
tax
net
investment
income.
on
5 Foundations that qualify under section 4940(e) for the reduced rate of
5
. . . .
Enter 1 % of Part I, line 27b (see page 26 of the instructions) . .
. . .
6
. . . . . . . . . .
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
qualifies for the section 4940(e) reduction of tax in those years
1
Form 990-PF (2008)
4 No d; s^n
QA
^nos u sed ^o ngAG(%-o -meinoha l
^^ur^'me-t s (rr^ oundcr n re ors . al tabor was t
Jdf^^Z U)M
KCQ_^IU11936%
0
v .n4eers
Form 990-PF (2008)
Page 9
EZIM Undistributed Income (see page 26 of the instructions
(b)
Years pnor to 2007
(a)
1
2
a
b
3
a
b
c
d
e
f
4
a
b
c
d
e
5
6
a
b
Distributable amount for 2008 from Part XI ,
Tine 7
. . . . . . . . . . .
Undistributed income, if any, as of the end of 2007:
Enter amount for 2007 only . . . . .
Total for prior years: 20
,20
,20
Excess distributions carryove r, if any, to 2008:
From 2003 . . . . .
From 2004 . . . . .
From 2005. . .
From 2006. .
From 2007 .
Total of lines 3a through e
. . . . .
Qualifying distributions for 2008 from Part XII,
line
Applied to 2007, but not more than line 2a
Applied to undistributed income of prior years (Election
required-see page 26 of the instructions)
.
Treated as distributions out of corpus (Election
required-see page 26 of the instructions)
Applied to 2008 distributable amount .
Remaining amount distributed out of corpus .
Excess distributions carryover applied to 2008 .
(If an amount appears in column (d), the same
amount must be shown in column (a).)
Enter the net total of each column as
indicated below:
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
Prior years' undistributed income. Subtract
line 4b from line 2b . . . . . . . .
Corpus
(d)
2008
-O_
`
-
`
ZI
i T
Enter the amount of prior years' undistributed .•k
income for which a notice of deficiency has been
issued, or on which the section 4942(a) tax has ;, «a L
been previously assessed . . . . . .
d Subtract line 6c from line 6b. Taxable
amount-see page 27 of the instructions
e Undistributed income for 2007. Subtract line
4a from line 2a. Taxable amount-see page
27 of the instructions . . . . . .
f Undistributed income for 2008. Subtract lines
4d and 5 from line 1. This amount must be
distributed in 2009 . . . . . . .
'L
`; t
4
c
Amounts treated as distributions out of corpus
to satisfy requirements imposed by section
170(b)(1)(F) or 4942(g)(3) (see page 27 of the
instructions)
. . . . . . . . .
8
Excess distributions carryover from 2003 not
applied on line 5 or line 7 (see page 27 of the
instructions)
. . . . . . . . .
9
Excess distributions carryover to 2009.
Subtract lines 7 and 8 from line 6a
.
10 Analysis of line 9:
a Excess from 2004 . .
b Excess from 2005 .
c Excess from 2006
d Excess from 2007
e Excess from 2008
(c)
2007
«
,<, • .
=.'
i
^-
44
w a
'
7
-a
^. ^..
Form 990-PF (2008)
Page 10
Form 990-PF (2008)
EMAM. Private Operatin g Foundations (see page 27 of the instructions and Part VII-A, q uestion 9)
la If the foundation has received a ruling or determination letter that it is a private operating
. . . . ^
foundation, and the ruling is effective for 2008, enter the date of the ruling
0^^, lQ^, IQQt7
1
r `V
b Check box to indicate whether the foundation is a private operating foundation described in section
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for
each year listed
.
.
b 85% of line 2a
. . . . . .
❑ 4942(1)(3) or ❑ 49420)(5)
Prior 3 years
Tax year
(a) 2 (108
(c) 20 6
(b) 20 7
(e) Total
(d) 2005
N ip
c Qualifying distributions from Part XII,
line 4 for each year listed . .
d Amounts included in line 2c not used directly
for active conduct of exempt activities
. .
e Qualifying distributions made directly
for active conduct of exempt activities
Subtract line 2d from line 2c
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 49420)(3)(B)(i)
b "Endowment" alternative test-enter 2/3 of
minimum investment return shown in Part
X, line 6 for each year listed . . .
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)(B)(w) . . .
(3) Largest amount of support from
an exempt organization . . .
(4) Gross investment income .
5•0o t^oec co 2G OO 135•00
r
t
CZ
I
if
the
only
foundation
had
Supplementary Information (Complete this part
$5,000 or more in assets
at any time during the year - see page 27 of the instructions.)
1
•D
1,53
>O
Information Regarding Foundation Managers:
a 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 tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NO14
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 wh'tchOtthe foundation has a 10% or greater interest.
N I4E
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here ^ ❑ if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to individuals or
organizations under other conditions, complete items 2a, b, c, and d.
a The na e , address, and telephone number of the per on to whom applications should
^To
-n
%I S or QWQt^s \o' U \/ c A
or o cH I
a addre sed:
ions aue been aAon
ion and ma''rials they should include:
b The form in which applications should be submitted and inforZ
Same as
c Any submission deadlines:
ve ,
! /Q
d Any restrictions or limitations on awards, such as by g ographical areas, charitable fields, kinds of institutions, or other
factors:
^
Form 990-PF (2008)
'.
Page 11
Form 990-PF (2008)
3
Supplementary Information (continued)
Grants and Contributions Paid During the Year or Approved for Future Payment
If recipient is an individual,
show any relationship to Foundation
status of
any foundation manager
recipient
or substantial contributor
Recipient
Name and address (home or business)
Purpose of grant or
contribution
Amount
a Paid during the year
NONE
Total
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
. ^
3a
b Approved for future payment
igM,
Total
. ^
3bl
Form 990-PF (2008)
Form 990-PF (2008)
Page 12
FURTM Analysis of Income-Producin g Activities
Enter g ross amounts unless otherwise indicated.
Unrelated bu siness income
(a)
Business code
Excluded by secti on 512, 513, or 514
(c)
Exclusion code
(b)
Amount
(d)
Amount
(e)
Related or exempt
function income
(See page 28 of
the instructions.)
1 Prc ram service revenuea
b
c
d
e
f
9 Fees and contracts from government agencies
2 Me mbership dues and assessments . .
3 Inte rest on savings and temporary cash investments
4 Divi dends 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 Oth er investment income
. . . . . .
8 Gai n or (loss) from sales of assets other than inventory
9 Net income or (loss) from special events
sale of in ,ntory
10 Gr o ss profit or (loss)
11 Oth er revenue: a
b
c
d
e
12 Su ) total. Add columns (),(),
b d and (e)
13 Total . Add line 12, columns (b), (d), and (e)
.
. . . .
(See worksheet in line 13 instructions on page 28 to verify calculations.)
Line No .
V
.
.
.
.
.
.
.
.
Relationshi p of Activities to the Accom p lishment of Exem pt Purp ose!
Explain below how each activity for which income is reported in column (e) of Part:
the accomplishment of the foundation's exempt purpose$ (other than by providing
page 28 of thQ instructiofis)
%w
1
13
") ,3 "Lj0
contributed importantl y to
for such purposes) (See
.-.
Form 990-PF (2008)
Page 13
Form 990-PF (2008)
Information Regarding Transfers To and Transactions and Relationships With Noncharitable
1
Yes No
Did 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:
1a(1)
Y
(1) Cash
1a(2)
.
.
. .
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . .
b Other transactions:
(1)
(2)
(3)
(4)
(5)
(6)
. . .
Sales of assets to a noncharitable exempt organization
Purchases of assets from a noncharltable exempt organization .
. . . . . .
Rental of facilities, equipment, or other assets
Reimbursement arrangements . . . . . . . . . . . .
Loans or loan guarantees
. . . . . . . . . . . . .
Performance of services or membership or fundraising solicitations
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
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.
.
.
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.
.
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.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1b(1)
1b(2)
. 1b(3)
. 1b(4)
. 1b(5)
1b(6)
.
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . 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 (d) the value of the goods, other assets, or services received.
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
. . . . . . ❑ Yes
described in section 501(c) of the Code (other than section 501 (c)(3)) or in section 527?
b If "Yes," complete the followina schedule.
(a) Name of organization
tp
o anq
( b) Type of organization
Under penalties of perjury, I declare that I have examined this return, inc ludi
belief, it true, orrect , anompe
eclaratioV of prep er (other tha
(`J
\^ •
sig ature of officer or trustee
C
N
y
13
O
ado
a
Preparer's
signature
Firm's name (or yours if
self-employed ), address,
and ZIP code
(c) Description of relationship
❑ No
MID-PACIFIC
BONSAI
FOUNDATION
art
A nonproft tax-exempt foundation to exhibit, research, educate, promote, and perpetuate the
Repository, to serve as a
and cultures of bonsai; to be the custodian of memorial bonsai in the Hawaii State Bonsai
liaison with the community, and to create internationalfriendships through bonsai
Phone (808) 982-9880
do FUKU-BONSAI CULTURAL CENTER • PO Box 6000 , Kurtistown , Hawaii 96760 •
MID-PACIFIC BONSAI FOUNDATION
EIN:
99-0250843
SCHEDULE OF INFORMATION FOR FORM 990-PF (2008)
PART I. LINE 1
CONTRIBUTIONS.
GIFTS. GRANTS. ETC. RECEIVED
DATE RECEIVED
NAME
Membership Dues
Cash donation (Member)
TOTAL
PART I, LINE 23
2008
2008
$ 45.00
10.00
55.00
OTHER EXPENSES
Repair table tops
Annual public notice
Postage (Annual Report sent to members)
Reinstatements fee application for year 2003-2007
G.E. Tax application
Penalty of late filing of 2007 Form 990-PF
In memory of Jan Biltoft
In memory of Seitoku Akamine
Dept. of Commerce and Consumer Affairs
TOTAL
PART II, LINE 15
AMOUNT
$ 730.49
37.44
28.88
35.00
20.00
54.00
25.00
25.00
5.00
t 9 60.81
OTHER ASSETS
Donated memorial bonsai; book value
Bonsai pots & artifacts; book value
$ 58,757.00
1,725.00
2,841.00
Horace Clay bonsai ukiyoe collection (@ cost)
Japanese granite garden lantern; donor value
8,000.00
Books and Magazines
1,447.00
550.00
Fukumoto bonsai ukiyoe (@ cost)
Donated truck by:
600.00
Clifford Tanaka ( Blue book value)
TOTAL
$ 73,920.00
MID-PACIFIC BONSAI FOUNDATION
ANNUAL FINANCIAL REPORT
For the period ending DECEMBER 31, 2008
INCOME & EXPENSE STATEMENT
CASH BALANCE BROUGHT FORWARD (January 01, 2008)
$5,646.35
55.00
$
INCOME :
$45.00
Membership dues
10.00
Cash Donations (Members)
TOTAL AVAILABLE :
$5,701.35
$960.81
EXPENSES:
Repair table tops
Annual public notice
$730.49
37.44
Postage
28.88
Reinstatements fee application for year 2003-2007
G.E. tax application
Penalty for late filing of 2007 Form 990-PF
In memory of Jan Biltof
In Memory of Seitoku Akamine
Dept. of Commerce and Consumer Affairs
35.00
20.00
54.00
25.00
25.00
5.00
$4,740.54
CASH BALANCE :
STATEMENT OF ASSETS & LIABILITIES
TOTAL CASH ASSETS : CHECKING ACCOUNT
TOTAL NON-CASH ASSETS'
$58,757.00
Donated memorial bonsai; book value
1,725.00
Bonsai pots & artifacts ; book value
189 ,634.09
Fuku-Bonsai Inc. stock (donated @ cost)
2,840.74
Horace Clay bonsai ukiyoe collection (@ cost)
Japanese granite garden lantern : donor value
8, 000.00
'"""1,447.00
Books and magazines
550.00
Fukumoto bonsai ukiyoe (donated © cost)
600.00
Donation of trucjc from Cliff Tanaka (IRS Value)
$4,740.64
$ 263,553.83
LIABILITIES:
NONE
Respectfully submitted,
mU; C
Yolanda C. Macadangd
reasurer
01-19-2008
n^
David W. Fukumoto
(Custodian of non-cash donations)
MID-PACIFIC BONSAI FOUNDATION
STATUS OF NON-CASH ASSETS
S 58,757.00
ALL DONATED MEMORIAL BONSAI
$650
BARNES, HARRY ADDED TO 1997 BOOK VALUE
IRONWOOD ( from Sugahara 1986; Fukumoto valuation: $650)
Item #97-3
5,250
CLAY, HORACE F. (Donated by Yolanda Clay) valuat i on'
DWARF AUTOGRAPH TREE in unique 42 1/2" x ,4 3/4"H pot
Item #86 -4
valuation : $ 2,700
LAUREL FIG ('Nitida', Multi-branched canopy ) $ 1,750
Item #95 -1
TAIWAN WAX BANYAN ( graceful , use as stock plant) $650
Item #95 -2
KANESHIRO BANYAN ( Ovata x ` Retusa ', clonal selection) $100
Item #95 -3
WILLOW FIG ( Salicifolia , 32" tall with 1 " trunk) $50
Item #95 -4
.3,750
IKEDA, HIROSHI ADDED TO 1997 BOOK VALUE
CHINESE BANYAN; large pre- trained stock (Fukumoto valuations: $850)
Item #97-4
Ikeda
JAPANESE GOLDEN CYPRESS in memory of
Item #97-5
(Fukumoto valuations: $400)
JAPANESE BLACK PINE informal upright high quality ( Fukumoto valuations : $2,500)
Item #97-6
HASHIMOTO, MRS. MASAKO (Donated by Mr & Mrs. Sho Yano & Marie Yano)
JAPANESE BLACK PINE `Nishiki' (Ikeda valuation: $200)
Item 91 -6
(Died in the summer of-1997 during drought . Taken off book value in 1997)
KANESHIRO, HARUO - Six bonsai donated by Fuku- Bonsai. Inc. at cost:
IRONWOOD
Item :E92 -5)
PROCUMBENS JUNIPER
Item #92 -6
OKINAWAN SAGO PALM
Item #92 -7
UNIDENTIFIED PLANT FROM OKINAWA
Item #92 -8
HAZE, OKINAWAN DYE TREE
Item 92 -9
(Note : The sixth bonsai . a Golden Monterey Cypress died)
7,000
(Donated by Mrs. Masako Kaneshiro and family)
Item #93 -)
KANESHIRO BANYAN ( 1993 appraisal: $150)
Item #93 -6)
JAPANESE BLACK PINE ( 1993 appraisal . $ 5.000)
5,150
KANSAKO, JACKSON ( Both donated by Ted Tsukiyama $ 3,500 total)
Item #93 -8
DWARF PROSTRATE JUNIPER ( 1993 appraisal : $ 1,500)
This bonsai was stolen and value not included in book value on 1994 tax return)
Item #91-5
DWARF PROSTRATE JUNIPER (1991 appraisal: $2,000)
MAJOR, ROBERT ( Donated by Charlene Hromjah Major ) Ikeda valuation:
JAPANESE GOLDEN CYPRESS; suffering badly.
Item #89 -1
257
OTO, DR. THEODORE (Dr. Leon & Mrs. Ellen Bruno ) Ikeda valuation:
JAPANESE BLACK PINE #1
Item #90-I
JAPANESE BLACK PINE #2
Item #90-2
650
500
SHIMIZU, KELLY KATSUMI (Noriyasu Masumura) Ikeda valuation:
JAPANESE RED PINE ON ROCK
Item #91 -1
SHIMPAI' U
Item #91 -2
BOTTLEBRUSH; major restyling by Mike Imaino under Steward ' s Creed
Item #91 -3
SUGAHARA, SADAKICHI (Mrs. Taki Sugahara & family ) 1986 value.
IRONWOOD ( The current logo tree of MPBF)
Item #86 -1
IRONWOOD (The neagari " Man")
Item #86 -2
IRONWOOD ( Long-needle upright)
Item #86-3
4'
$450
-
IxI
TANAKA, JIRO ( Donated by Jiro Tanaka )
$1,950
Item #96-1
AUSTRALIAN BUSH CHERRY (Fukumoto appraisal : $1,200)
DWARF SCHEFFLERA (Fukumoto appraisal: $750) for use as promotional loan at hotel,
Item #97-1
etc ADDED TO THE 1997 BOOK VALUE.
TAWARA, MOKOTO (Donated by his family) Ikeda valuation: $50
MAHOIYIA SP. (spiny relative of Nandina ; " Manila")
Item #91-4
Died at the Kona Fuku - Bonsai Center; taken off the book value in 1997
TSUKIYAMA, TED (UNIQUE PENJING BANYAN)
CHINESE BANYAN. • 1992 appraisai
Item #92-10
b
$2,500
$28,650
YONEHARA, HIDEKI (Donated by Mrs Helene Yonehara & family)
JAPANESE BLACK PINE (1992 appraisal' $25,000)
Item #92-1
IRONWOOD (1993 appraisal- $1,650)
Item #92-2
IRONWOOD (1993 appraisal: $2,000)
-Item.#92-3
CREEPING FIG - to be formally donated later
ltem'#92-4
"DANCING CRANE" IRONWOOD - to be formally donated later
Item #92-8
BONSAI POTS & ARTIFACTS
S 1,725.00
SUGAHARA, SADAKICHI (Mrs Take Sugahara and family) 1986 valuation- $510
1926 pot by Japanese porter Akiji Kataoka
Item #86-4
Item #86 -5 to #86-12) 8 additional pots
BONSAI POTS purchased by MPBF from Kaneshiro dispersal sale
Item #92-12 to 92-15 At cost.
$330
BONSAI POTS donated by Mr and Mrs. Rudy Hirota; valuation.
Item #92-16 and #92-1.7
$150
CHINESE LION-DOG STATUE donated by Janice Biltoft
Item #93-1 Cost
BONSAI POTS donated by Mrs Yolanda Clay; valuation
Item #95-5 to 95-7
BONSAI POT donated by Jiro Tanaka; valuation:
ADDED TO 1997 BOOK VALUE
Item 97-2
$25
-
$510
$200
DONATED FUKU-BONSAI, INC. STOCK
TOTAL DONATED BY DAVID AND MYRTLE FUKUMOTO
-
$ 102,134.00
$ 55,000.00
Item #86-13
1,200 shares; $15,000 (at cost ) Oct 15. 1986, David & Myrtle Fukumoto
Item #87-1
1,600 shares; $20,000 (at cost) Jul 13, 1987. David & Myrtle Fukumoto
Item #88 -1
800 shares: $10,000 (at cost) Mar 13, 1988. David & Myrtle Fukumoto
item,#89-1
800 sha{e5, 110,000 (at cost ) Apr 30. 1989, David & Myrtle Fukumoto
Item #93-4
160 shates February 25, 1995. At cost:
Marybel Balendonck of Los Angeles, California
Item #93-5
80 shares ; February 25, 1995; At cost'
Dr Hampton and Mrs. Meredith Carson of Honolulu
$ 1,000.00
Item #95-128
120 shares; Dec 22, 1995, At cost
Janice & Charles Biltoft of Kealakekua
$1,500.00
Item ;96-3
$2,000.00
- 100 shares, (as established by recent special redemption) $1,250.00
Jiro Tanaka of Kamuela.
Item #96-4
3,425 shares; At Flagg cost:
Morgan Flagg of Atherton, California
$41,384.09
(Mid-Pacific Bonsai Foundation owns a total of 8,285 shares
making it the 2rd largest stockholder behindfounders David and
Myrtle Fukumoto!)
HORACE F. CLAY BONSAI UKIYOE COLLECTION (at cost)
Item #89-2 to # 86-13 12 each ukiyoe woodblock prints; MPBF purchase
$ 2,840.74
JAPANESE GARDEN LANTERN
Item #92 - 11 hand-carved in Koreea about 1920
Donated by Jack Murphy of Kona ; 1992 donor value
$ 8,000.00
DONATED BOOKS AND MAGAZINES
$1,447.00
CLAY, HORACE (Donated by Mrs. Yolanda Clay)
$447.00
Item 95 -9 to 95-127 (bonsai, landscaping , ukiyoe , horticultural, cultural, gardens, etc.
TSUKIYAMA, TED
Item #97- Kakuryuan Bonsai Co l lection album
$1,000.00
BONSAI UKIYOE : "ASAKUSA PARK"
$550.00
Item #96-2 (Donated by David and Myrtle Fukumoto - at cost)
NOTE : ITEMS IN BOLD PRINT ARE ADDED TO (OR SUBTRACTED FROMI THE 1997 BOOK VALUES
I
MID-PACIFIC
BONSAI
FOUNDATION
A non-profit tax-exempt foundation to exhibit, research, educate, promote, and perpetuate the art
and cultures of bonsai; to be the custodian ofmemorial bonsai in the Hawaii State Bonsai Repository, to serve as a
liaison with the community, and to create internationalfriendships through bonsai "
do FUKU-BONSAI CULTURAL CENTER • PO Box 6000, Kurtistown , Hawaii 96760 • Phone (808) 982-9880
David and Myrtle Fukumoto
PO Box 178
Kurtistown, Hawaii 96760
LETTER OF APPRECIATION
This is to acknowledge receipt of Fuku-Bonsai, Inc.
Certificate #340 for 7,000 shares of Fuku-Bonsai Inc. stock
at original purchase value of $12.50 per share representing
a donation of $87,500.00.
The Foundation acknowledges and appreciates your
staunch support to preserve and promote the art and culture
of bonsai through your current and past gifts.
Sincerely,.
Michael S. Imaino
President
October 12, 2007
MID-PACIFIC
BONSAI
FOUNDATION
A non-profit tax-exempt foundation to exhibit, research, educate, promote, and perpetuate the art
and cultures of bonsai; to be the custodian of memorial bonsai in the Hawaii State Bonsai Repository, to serve as a
liaison with the community, and to create international friendships through bonsai.
do FUKU-BONSAI CULTURAL CENTER • PO Box 6000 , Kurtistown , Hawaii 96760 • Phone (808) 982-9880
Clifford S. Tanaka
PO Box 306
Mountain View, Hawaii 96771
Aloha and mahalo for your generous donation of your used 1996
Isuzu pick-up truck. As you know, the Mid-Pacific Bonsai Foundation is the cosponsor of the Fuku-Bonsai Cultural Center and the Hawaii State Bonsai
Repository in Kurtistown, Hawaii and is an IRS tax-exempt non-profit corporation.
Both the Foundation and Fuku-Bonsai Inc. contribute to the costs of
keeping this visitor center open at no charge to the public with the Foundation
assisting where it can, especially in the Bonsai Days on the second Saturday of
each month, in educational workshops, and in the maintenance of the facility.
The truck will be very useful and the donation is appreciated.
We have gone to the Internet to the Kelly Blue Book website
( www.kbb.cor n) where we found that the "trade-in value" of a vehicle in "good"
condition is $600. The trade-in value is lower than "private party value" or
"suggested retail value;" and as such, represents a more conservative valuation
that would be appropriate for submittal for tax deduction purposes. A copy of the
Kelly Blue Book valuation is attached for submittal with your tax returns.
We appreciate your generous donation and your staunch support
over the years . MAHALO!
In appreciation,
Michael S. Imaino
President
Attached : Kelly Blue Book valuation
.
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fizu Hombre - Trade In Value, blue book value - Official Kell...
http://www.kbb.com/KBB/UsedCars/PricingReport.aspx?Yearld=19...
Kelley Blue gook
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Home > Used Cars > 1996 > Isuzu > Hombre > S Short Bed
1996 Isuzu Hombre S Short Bed
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$375
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