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-'.~.

AR~ICLES

OF ASSOCIATION

FIRST:

The

name

of the Association

is THE FRIENDS

OF THE

HARRISON MEMORIAL LIBRARY, hereinafter 1>.ssoc iation" .

referred

to as

"the

I

SECOND:

The place

where

the principal

office

of the Association

 

is located

is the city

of Carmel-by-the-Sea,

Monterey

 

County,

California.

THIRD:

A.The Association

is a non-profit

public benefit

 

organization

and

is not

organized

for

the private

gain

of any

person.

B

specific purpose

of the Association

is to raise

 

funds ~o distribute

to the

Harrison

Memorial Library,

which

is a public

library

in the

City of Carmel-by-the-

 

Sea, Cali fornia .

 

FOURTH:

The names follows:

and addresses

of the Executive

Committee

are

as

Name

Position

Address

 

Lucette R.Kenan

President

38~O Rio Rd

1t33

Carmel,Ca

93923

Elizabeth

McClave

Vice-President

8545 Carmel

Valley

Rd

 

Carmel,

Ca 93923

Prim Billwiller

Secretary

P.O.Box

4863 .

Carme I, Ca 93921

 

Evelyn Purvis

Treasurer

P.O.Box 1722

 

Carmel,

Ca 93921.

 

Brad Buckminster

Member

at

large

P.O.Box

4443

 

Carmel,

Ca 93921

 

Harriett Harrell.

Member

at

large

P.O.Box

6296

 

Carmel,

Ca 93921

 

Merryll Cottrell

Member

at

large

24493

San Mateo.

Carmel

 

Carme l,

Ca 93923

Barbara Rugg

Member

at

large

393 1/2 Carmel

Valley

Rd

Carmel Valley

Ca 9.3924

!,

f

'"

 

.'

 

-2-

FIFTH:

A.

No part

of the

net

earnings

of the Association

sh~ll

ever

inure

to the

benefit

of,

or be distributable

to its

 

members, officers,

or any

other

private

persons,

except that

the Association

shall

be authorized

and empowered

to pay

 

reasonable

cornp en sat Lon

f or services

rendered' and

to make

payments and distributions

in furtherance

of the purpose

set

forth in article

THIRD hereof.

 

B.

No substantial

part

of the activities

of the

 

Association

shall

be the

carrying

on of propaganda,

or

otherwise attempting

to influence

legislation,

and

the

Association

shall not participate

in, or

~ntervene

in

(including the publicatibn

or distributio~

of statements)

 

any political

campaign

on behalf

of any

candidate

for public

office.

.

C.

Notwithstanding

any other provision

of these

articles,

the Association

shall

not carryon

any other

 

activities

not permitted

to be carried

on

(a) by an

association

exempt

from federal

income

tax under

section

501

(c)(3)

of the

Internal

Revenue

Code, or corresponding

 

section

of any

future

tax code,

or

(b) by an association,contri-

butions t o ·which a,re deductible

under

sectic,n 170

(,:) (2)

o f

\

the Internal

Revenue

Code, or corresponding

section

of any

future federal tax code.

 

SIXTH:

 

I

 

Upon the dissolution

of the Association,

its assets

will

be distributed

for one

or more

exempt

purposes

within

the

meaning

of section

501

(c)(3)

of the

Internal

Revenue

Code,

or corresponding

section of any future.federal

t~x code,

or

ihall be distributed

to the

 

federal qovernment

or to state

or

ICII:alIg,:,vernmentfor a pub li c pLlrpc,s~.Any SLid, assets rio t so

distributed

shall

be disposed

of by the

Court

of ~onterey

 

County exclusively

for such purposes

or to such

6rganization

as said

Court

shall determine,

which are organized

and

operated

exclusively

for such purposes.

 

SEVENTH:

The membership

and other

matters

related

to the

operation of the Association

shall

be as determined

from time

to time

by the By-Laws

of the Asso~iation

as adopted

by

its

members.

'.1' ••

....

'

~

.';'~.'\~

-3-

.'

names,

In witness

this

17th

thereof,

we

have

day

v

of October,

hereunto

1988.

sUbscribed

our

Lucette

Kenan,

President:

Prim ~~llwiller,

i

-\.

r

Secretary:

i.

\

\',

I

.',

~I~~,

d3~ 1ljAA~-

..

1\\

V\:\A,C

~iJ_

,,::j

~~~

",::::::"

'

i

,

I

".

Brad Buckm:~~l~r, Mem.at

Lge.:

Elizabeth

L-/C-( ,;:

r

i

"

, i:

1""/

...

"/

I

"'-'r:!'

"I

,£".{/Ii ..

I

McClave,

Vice-Pres.

-r

. t ~,.,U~G

'1/

(,--.

,-,

...

~./"

I

.

"_

t',,~

Evelyn

Purvis,

Treasurer:

CZu+ --f1~'-C-'-

Merryl

Cottrell,

Mem.at

Lge

-------------

J

Application

of the Friends

of the Harrison

Memorial

Library.

 

STATEMENT

C

Line

7e - statement

Explaining

 

For

Which the Organization

the Specific Purposes Was Formed.

The Friends

of the Harrison

 

Memorial

Library

was formed

as an association

in April

1971

and

has existed

ever

since .

. The purposes

of the organization

 

are:

a- to raise

money

that

can be given

to the Harrison

 

Memorial

Library to supplement

the funds provided

by the City

of Carmel

for the operatioh

of the Library,

which

is the

city's public library.

b- to encourage Library. c- to enhance

public support

of the Harrison

Memorial

the Library's

ielations

with

the public.

Application

of the Friends

of the Harrison

Memorial Library

I

 

.

 

STATEHENT

D

Line

f - statement

Describing

In Detail

the Programs

and

Activities

Which Are Presently Conducted.

The Friends

of the Harrison

Memorial Library engage

in

the following activities:

a- conduct

one or more

books

sales annually,

consisting

of

books donated purpose.

by members

of the Friends

and others

for this

b- urge members

of the Friends

to renew their memberships

annually and encourage

other members

of the public

to join

the Friends

and pay dues.

c- hold a number

of Literary- Teas,

which

are

open

to the

members

of the Friends

and members

of the public

at no charge

for admission.

d- sell

to the public

stationary

showing

a picture

of the

Library.

.~ j-q",

.~ 'I.,

---

----

---------------------

.,

e,

Application

of the Friends

of the Harrison

Memorial Library

 

STATEMENT

E

Line

7g - statement

Explaining

 

In Detail

Each

Fund Raising

Activity the Organization

Has Engaged

In.

The Friends

of the Harrison

Memorial

Library engage

in

the following fund raising activities:

 

a- conduct

one

or more

book sales

annually,

consisting

of

books donated

by members

of the Friends

and others

for this

purpose. b- urge members

of the Friends

to renew their memberships

annually and encourage

other members

of the public

to joins

the Friends

 

c- sell

and pay dues. to the public

stationary

showing pictures

of the

Library.

Each year,

the Friends

contribute

to the Harrison

 

Memorial Library substantially

 

all

of its assets

withholding

only sufjicient

funds

to allow

the Friends

to operate.

The

 

funds thus contributed

are

used

 

by the Library

to augment

the

services that the Library offers to the public.

i

~

.'

Form

1023

\

(Rev. March 1986)

Department of the Treasury Internal Revenue Service

APPI'atlon for ~eCOgnitionof Exe!tion

Under Section 501(c)(3) of the Internal Revenue Code

For Paperwork Reduction Act Notice, see page 1 of the Instructions.

..

OMB No. 1545·0056 Expires 3-31·89

To be filed in the key district

for

the

area

in

which

the

organization has its principal office or place of business .

This application, when properly completed, constitutes the notice required under section 508(a) of the Internal Revenue Code so that an applicant may be treated as described in section 501(c)(3) of the Code, and the notice required under section 50B(b) for an organization

claiming not to be a private foundation within the meaning of section 509(a). (Read

the instructions

for each part carefully

before

making any entries.) If required Information, a conformed copy of the organizing and operational documents, or financial data are not furnished, the application will not be considered on Its merits and the organization wU! be notified accordingly, Do n~t WGthis lipplletlth;lh if the applicant has no organizing instrument (see Part II).

Identification

  • 1 Full name of organization

2 Employer Identification number

"Friends

of the Harrison

Memorial

Library"

(The

(If none, see instrl!cticlIls)

 

HM Library

is the Public

Library

of Carmel-by-t

 

3a Address (number and street)

 

Check here if applying under section:

 

P.Q.Box 800,

 

o

501(e)

0

501(f)

0

501(k)

3b

City or town, state, and ZIP code

 
 

Carmel, California

93921

  • 5 Month the annual accounting period ends

 

December

  • 8 Hasthe organization filed Federal income tax returns or exempt organization information returns? .

 

Yes

No

. If "Yes," state the form number(s), years filed, and Internal Revenue office where filed.

am:m Type of Entity and Organizational Document (see instructions)

Check the applicable entity box below and attach a conformed copy of the organization's organizing document and bylaws as indicated for each entity.

o Corporation-Articles

of incorporation and bylaws. 0 Trust-Trust

indenture.

~

Other-Constitution

or articles of association

and bylaws.

~

Activities and Operational Information

1

What are or will be the organization's sources of financial support? list in order of size.

 
  • - sale of books

annual

donated

by members

of the Friends

and others

for

this purpose.

  • - dues

annual

paid by

the members

of the association.

 
  • - sale of stationary

(cards and notepaper)

bearing

likeness of Library.

  • - donations

occasional

by members

in excess

of dues.

2

Describe the organization's fund-raising program, both actual and planned, and explain to what extent it has been put into effect. (Include details of fund-raising activities such as selective mailings, formation of fund-raising committees, use of professional fund raisers, etc.) Attach representative copies of solicitations for financial support.

Members

of the public

are,

and will

be, urged

to join

the Friends

and

pay dues (see'material

attached)

  • - of the Friends

Members

and others

are urged

to donate

books

for the

annual

book

sale.

I declare under the penalties of perjury that I am authorized

to sign this application

on behalf of the above organization

and I have examined this application.

including the

accompanying statements, and to the best of my knowledge it is true, correct, and complete.

...~P...

:.~~.':t- . ?'1.U.fn'atw.r:

..

..

(Signature)

(Title or authority of signer)

......

';':'~ .

...~~.i)__~'1:~

Y--(Date

/-

Ob L-:Ou

S]SI~~l~rL~~'S~\i'm

Form 1023 (Rev. 3·86)

Page 2

~

Activities and Operational Information (Continued) .

3

Give a detailed narrative description of the organization's past, present, and proposed future activities, and the purposes for which it was formed. The narrative should identify the specific benefits, services, or products the organization has provided or will provide. If the

organization is not fully operational, explain what stage of development its activities have reached, what further steps remain for it to become fully operational, and when such further steps will take place. (Do not state the purposes and activities of the orgnnlzatlon

In general terms or repeat the language of the organizational

documents.)

If the organization

is a school,

hospital, or medical

research organization, include enough information in your description to clearly show that the organization meets the definition of that

particular activity that is contained in the

instructions for Part VI·A.

.

 

Although

a Coris t i

tu t i.on was not written

at that

time,

t he Friends

as an association

 

of the Harrison

Memorial

Library

was formed

in April

 

.1971 and has

existed

ever since.

The purposes

of the organization

are:

 

a- to raise

funds

that can be given

to the Public

Library

of Carmel

(the Harrison Memorial

Library)

the funds provided

by the

City

of Carmel

for the operation

to supplement of. the Library.

b-

to encourage

public

support

of the Harrison

Memorial

Libr?ry.

c- to enhance

the Library's

relations

with

the public.

In furtherance activities:

of these

purposes,

the.Friertds conduct the following

 

.a- hold

by members

one or more

book

of the Association

sales annually,

consisting

of books

donated

and others.

b- urge

members

of the Friends

to renew their memberships

annually

 

and urge

other

members

of

the public

to join

the Friends

and pay

dues.

c.:·hold a numbe r of 1i t erary

Teas;

which

are open

to the Friends' and

to the public

at no charge

for admission.

d- Isell to the public

stationary

bearing pictures

of the Library~

 

Each year,

the Friends

contribute

to the Library substantially

all

 

of its assets,

withholding

sufficient

funds

to allow

the Association

to

operate.

The funds

thus contributed

~re-used

by the Library

to augment

 

the services

that

the Harrison

Memorial

Library offers

to the publi~.

4

The membership of the organization's governing body is:

as 0 f

March 1 1989

a Names, addresses,

and titles of officers, directors, trustees, etc.

b Annual compensation

Lucette Kenan, President

(3850

Rio Road

(8545 Carmel

( P.O.Box

1722,

#33,Ca

mel)

none

Elizabeth McClave,Vice-Pres. Evelyn Purvis,Treasurer

Vall

Carme

y Rd,Carme~)

)

none

none

Margaret Christensen,

Secretary

( P.O.Box

2230 2,Carmel)

none

Charis Buckminster,

P.O.Box

4443, Carmel)

none

Jack Harms,

26500 Valverde

P.O. Box

P.O.Box

1743,

576,

Dr. Carmel)

 

none

Ed Daniels,

Carmel

none

Libby Durein,

Carmel

none

Form 1023 (Rev, 3-86)

Page 3

lmiIUI Activities and Operational

Information

(Continued)

  • 4 Do any of the above persons serve as members of the governing body by reason of being public officials or being

c

appointed by public officials?,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

J,

'

,

,

,

,

,

,

,

,

,

, ,0

Yes

!Zl No

If "Yes,' name those persons and explain the basis of their selection or appointment.

d

Are any members of the organization's governing body "disqualified persons" with respect to the organization

(other than by reason of being a member of the governing body) or do any of the members have either

a

business or family relationship with "disqualified persons?" (See the Specific Instructions for line 4d,) , , , ,0

Yes

~

No

If "Yes," explain,

e

Have any members of the organization's governing body assigned income or assets to the organization, or is it

anticipated

that any current or future

member of the governing body will assign income or assets to the

t?1 No

"

"

"

"

organization?, :.,"

,

,

:',

,',',

,':',

,,'

;',',.,

,',

,

,

,

,0

Yes

If "Yes,' attach a complete explanation stating which applies and including copies of any assignments plus a list

of items assigned,

  • 5 Does the organization control or is it controlled by any other organization?

,

,

,

,

,

,

.

,

,

,

,

. ,0

Yes ffNo

Is the organization the outgrowth of another organization,

or does it have a special relationship

to another

"

~

Yes

0

No

organization by reason of interlocking directorates or other factors?

If either of these questions is answered "Yes," explain,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

All:of the funds raised by the Friends of the Harrison Memorial

have been and will be contributed

Library of Carmel-by-the-Sea,

Library

,to the Library, which is the Public

California.

  • 6 Is the organization financially accountable to any other organlzation? . , , ,

DYes

g No,

If "Yes,' explain and identify the other organization, Include details concerning accountability or attach copies of

reports if any have been submitted,

  • 7 What assets does the organization have that are used in the performance of its exempt function? (Do not include property producing

a

investment incorne.) If any assets are not fully operational, explain their status, what additional steps remain to be completed, and

when such final steps will be taken,

NONE

b

To what extent have you used, or do you plan to use, contributions as an endowment fund, i.e. hold contributions to produce income

for the support of your exempt activities?

NONE

  • 8 Will any of the organization's facilities be managed by another organization or individual under a contractual

agreement?

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

,

"

,

,

,

,

,

,

"

'

,

,

,0

Yes

g' No

If "Yes,' attach a copy of each contract and explain the relationship between the applicant and each of the other

parties,

.

F,orm 1023 (Rev. 3·86)

Page 4

. ~ Activities and Operational Information (Continued) 9 a' Have the recipients been required or will
. ~
Activities and Operational Information
(Continued)
9 a'
Have the recipients been required
or will they be required to pay for the organization's
benefits, services, or
0
products?
.
,
,
,
.
,
.
,
.
,
,
,
,
,
,
,
.
,
,
.
.
.
.
.
.
.
.
.
,
,
.
.
.
~
Yes
No
If "Yes," explain and show how the charges are determined.
Boo~s
,are
sold
to
the
public
at
annual
b06k
sales.
The
books
are
priced
based
on
es~imated
fair
market
value.
o
b
Does or will the organization limit its benefits, services, or products to specific classes of individuals?
Yes
~
No
If "Yes," explain howthe recipients or beneficiaries are or will be selected.
0
10
Is the organization
a membership organization?
.
,
.
.
,
.
.
.
.
,
.
.
.
.
.
.
.
.
,
.
.
~
Yes
No
If "Yes," complete the following:
a
Describe the organization's membership requirements and attach a schedule of membership fees and dues.
There
is
no
lir.li
to. t i o n
to
uer.tb er s h i.p ,
b
Describe your present and proposed efforts to attract members, and attach a copy of any descriptive literature
or promotional material used for this purpose.
Each
year
members
are
urged
to
renew
their
membership.
At
the
annual
book
sale,
attendants
are
encouraged
to
join
the
Association.
The
Library
c
dAire>trehJt~t;Je\:vR:eJ?6trprohlfS~rl'rit~Jt~er~f1e.
r ec i.p i e n t.
~o. Jo~n.
t.hE7
yl.~i7n?eJ
Yes
~
No
If "No," explain,
.
.
d
a
;~ll
our
s c t i.v i t i e s a r c
open
to
the
public
ar.d
t h e pub I i
c
a s
111
CC 1
encouraged
to
participate.
11
Does or will the organization engage in activities
tending to influence
legislation or intervene in any way in
. 0
J2l No
political campaigns?,
,
.
,
.
,
,
,
,
,
,
,
.
,
,
.
.
.
,
.
. \.
.
.
.
.
.
,
.
Yes
If "Yes:
explain. (Note:
You may wish to file Form 5768,
Election/Revocation
of Election
by an Eligible Section
501(c)(3)
Organization to Make Expenditures to Influence Legislation.)
12
Does the organization
have a pension plan for employees? .
,
o Yes
~
No
13
a
Are you filing Form 1023 within 15 months from the end of the month in which you were created or formed as
. 0
0
required by section 508(a) and the related regulations? (See General Instructions.).
.
.
.
.
,
.
.
.
Yes
No
b
If you answer "No." to 13a and you claim
that you fit an exception to the notice requirements
under section
508(a), attach an explanation of your basis for the claimed exception.
'sta. Sto
+~t-
c:
c
If you answer "No,"
to 13a and section
508(a)
does apply to you, you may be eligible for relief under I
gr No
. 0
regulations section 1.9100 from the application of section 508(a). Do you wish to request relief?
.
.
.
.
Yes
d
If youanswer"Yes," to 13c, attach a detailed statement that satisfies The requirements of Rev. Proc. 79-63.
e
If you answer "No," to both
13'a and 13c and section
508(a) does apply to you, your qualification as a section
501(c)(3) organization can be recognized only from
the date this appli1ation
is filed with your key District
Director. Therefore, do you want us to consider your application as a request for recognition of exemption as a
section 501(c)(3) organization from the date the application
is received and not retroactively to the date you
0
were formed (see instructions)?
.
,
,
,
.
,
,
.
,
.
.
.
.
"
.....
, ...
~
Yes
No
IlmI!i Statement as to Private Foundation Status (see instructions)
. 0
l8"" No
1
Is the organization a private foundation?,
,
,
.
,
,
.
.
"
,
,.
Yes
  • 2 If you answer ·Y •••." '0 question 1 and the organization claims to be a private operating foundation, check here I> 0 and complete Part VII.

  • 3 If you answer "No." to question

1, indicate the type of ruling you are requesting regarding the organization's

status under section 509 by checking the box(es) below that apply:

a Definitive ruling under section 509(a)(1),

(2), (3), or (4) I> D. Complete Part VI.

b Advance ruling under I\> 0 sections 509(a)(1) and 170(b)(l)(A)(vi)

or I> 0 section 509(a)(2)-see

instructions.

(Note: /fyou want an advance ruling, you must complete and attach two Forms 872·C to the application.)

Form 1023 (Rev. 3·86)

.r~m Financial Data

Statement of Support, .Revenue, and Expenses fo~ the period beginning

ending

F-ebrua.t'y

..

28

J.anuar.y.

, 19 .8.9

,

.1

Page 50-

, 19

..

89.~..

,and

.

Note: Complete the financial statements for the current year and for each of the three years immediately before it. If in existence less than

four years, complete the statements for each year in existence. If In existence less than one year, also provide proposed budgets for the

two years following the current year.

 

see

e s 5 ban

d d

.'.

.

 

1

Gross contributions, gifts, grants, and similar amounts received .

:

.

.

2

Gross dues and assessments of members

.

.

.

.

.

.

.

.

.

.

.

GI

3a

Gross amounts derived from activities related to organization's exempt

 

::I

  • c purpose (attach schedule) (bo o k

GI >

b

Minus cost of sales

.'.

s.a l.e -I: s aLe

 

o f. s ta t).i'1-----==-_--l

.nC?-r y.

~---

__-\.L---+--=3-=c_+_---k~---

GI

.

.

.

.

.

.

.

.

.

.

.

.

 

It:

4a

Gross amounts from unrelated business activities (attach schedule) .

 

"0

  • c b

co

Minus cost of sales

4c

 

Sa

Gross amount _received from sale of assets, excluding

 

inventory items

 
 

(attach schedule).

.

.

.

.'.

.

.

.....

.

.

.

b

Minus cost or other basis and sales expenses of assets sold

  • 6 Investment income (see instructions)

    • 7. Other revenue (attach schedule) .

8

9

Total

and revenue

Fundraising expenses.

.

.

'

..

.

  • 10 Contributions, gifts, grants, and similar amounts paid (attach schedule)

  • 11 Disbursements to or for benefit of members (attach schedule)

  • 12 Compensation of officers, directors, and trustees (attach schedule) .

  • 13 Other salaries and wages.

14

~ 15

Interest

.

.

.

.

.

.

.

Rent .

.

.

.

.

.

.

.

  • 16 Depreciation and depletion .

  • 17 Other (attach schedule) . o.perating.

  • 18 Total expenses

.

.

.

.

.

.

.

19

Excess of

and revenue over ov." .•..,eo"

expenses .and printing.

ine 8 minus line 1

Balance Sheet

(at the end of the period shown above)

Assets

  • 20 Cash:

a

Interest bearing accounts.

 

bOther.

.

.

.

.

.

.

  • 21 Accounts receivable, net

.

.

.

.

  • 22 about ·4000· books -f or- 198.9 sale

Inventories .....

  • 23 Bonds and notes (attach schedule)

  • 24 Corporate stocks (attach schedule) .

  • 25 Mortgage loans (attach schedule):

.

  • 26 Other investments (attach schedule).

  • 27 Depreciable and depletable assets (attach schedule)

28 Land.

.

'.'

.

.

.

.

.

  • 29 Other assets (attach schedule)

  • 30 Total assets.

  • 31 Accounts payable.

:

v

Liabilities

  • 32 Contributions, gifts, grants, etc., payable

. 33 Mortgages and notes payable (attach schedule)

. 34 Other liabilities (attach schedule) .

35

Total liabilities.

.

.

.

.

Fund Balances or Net Worth

36 Total fund balances or net worth.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

37

If there has been any substantial change in any aspect of your financial activities since the period shown above ended, c eck the box ah"~

.

Total liabilities

and fund balances or net worth

ne 35

us line

and attach a.detailed explanation .

.

','

 

I

Form 1023 (Rev. 3·86)

 

Page 5.

~

Financial

Data

Statement

of Support, ,Revenue,

and Expenses

for the period

beginning

J.8 nuaq'

l,

,

HB.8

;

, and

.

ending

D.ec.erllb.er

3.1.

,19 .&8

.

Note: Complete the financial statements for the current year and for each of the.ihree years immediately before it. If in existence less than

four years, complete the statements for each year in existence. If in existence less than one
four years, complete the statements for each year in existence. If in existence less than one year, also provide proposed
two years foJ/owlng the current year.'
budgets for the
.
1
Gross contributions, gifts, grants, and similar amounts received
.
:
.
.
2
Gross dues and assessments of members
.
.
.
.
....
.
.
.
.
.
3a
Gross amounts derived from activities related Ito orgsnlzatlcn's
exempt
III
:::I
.(book
sale
+ .s a l.e of
-
c
purpose (attach schedule)
III
>
.na
s t.a t i,
r.y )
3c
b
Minus cost of sales
.
.
.
.
.
.
.
.
.
.
.
.
.
.
III
0::
4a
GroSsamounts from unrelated business activities (attach scheduie) .
"0
e
4c
b
Minus cost of sales
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
III
Sa
Gross amount received from
sale of assets,
excluding
inventory
items
(attach schedule).
.
.
.
.
.
.
.
.
.
.
.
.
.
~
b Minus cost or other basis and sales expenses of assets sold
6
Investment income (see instructions)
7
Other revenue (attach schedule)
8
Total s
ort and revenue
9
Fundraising expenses.
.
.
'.'
.
10
Ccntrtbutions,gifts, grants, and similar amounts paid (attach schedule)
Disbursements to or for benefit of members (attach schedule)
Compensation of officers, directors, and trustees (attach schedule) .
13
Other salaries and wages.
14
Interest.
.
.
.
.
.
.
15
Rent ........
16
Depreciation and depletion .
17
Other (attach schedule).
.
18
.
Total expenses
19
Excess of
and revenue over ~VO,~"<-~<
ne 8 minus line 1
Balance Sheet
(at the end of the period shown above)
Assets
20
Cash:
a Interest bearing accounts.
bOther.
.
.
21
Accounts receivable, net
.
.
.
22
Inventories.
.
.
;
.
.
.
.
23
Bonds and notes (attach schedule)
24
Corporate stocks (attach schedule)
25
Mortgage loans (attach schedule):
26
Other investments (attach schedule).
27
Depreciable and depletable assets (attach schedule)
28
land.
.
.
.
.
.
.
.
.
29
Other assets (attach schedule)
30
Total assets.
liabilities
31
Accounts payable.
.
.
.
.
.
32
Contributions, gifts, grants, etc.: payable
.
33
Mortgages and notes payable (attach schedule)
34
Other liabilities (attach schedule) .
35
Total liabilities.
.
.
.
.
Fund Balances or Net Worth
36
Total fund balancesor net worth.
.
.
.
.
.
.
.
.
,
,
"
.
.
.
.
.
.
.
.
.
.
.
.
37
Total liabilities
and fund balances or net worth
line 35 plus line 36).
.'.
.
.
.
.
.
.
.
If there has been any substantial change in any aspect of your
financial activities since the period shown above ended. chec
the box n .
and attach a detailed explanation.
'I
••••••••••••••••.•
•.•••
..
\
....
!

Page 5,

Statement

of Support,

Revenue,

and Expenses

for the period

beginning

Jan ua r.y

1.

,

19 .8.7.

, and

 

ending

Q~.c;.!=.f!1RI?r:

~ J

; 19 ~.Z

,

Note: Complete the financial statements for the current year and for each of the three years immediately before it. If in existence less than

four years, complete the statements for each year in existence. If in existence less than one year, also provide proposed budgets for the two years following the current year.

1 Gross contributions, gifts, grants, and similar amounts received . . . . . 2 Gross
1
Gross contributions, gifts, grants, and similar amounts received
.
.
.
.
.
2
Gross dues and assessments of members
.
.
.
.
.
.
.
.
'.
.
.
.
3a
Gross amounts derived from activities
related to organization's exempt
Q,)
:s
.( 800 k. sal e. and. s a Le . 0 f .
purpose (attach schedule)
.
c
CI/
>
b
Minus cost of sales
.
.
.
.
.
.
.st a t Lonar y ) ...
.CI/
a::
4a
Gross amounts from unrelated
business activities (attach schedule) .
" e
b
Minus cost of sales
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
1\1
5a
Gross amount
received from
sale of assets, excluding
inventory items
(attach
.'.
.
.
.
.
.
.
.
.
b
Minus cost or other basis and sal~s expenses of assets sold
6
Investment income (see instructions)
1
Other revenue (attach schedule)
8
'and revenue
.
9
Fundraising expenses.
.
.
.
.
10
Contributions, gifts, grants, and similar amounts paid (attach schedule)
11
Disbursements to or for benefit of members (attach schedule)
12
Compensation of officers, directors, and trustees (attach schedule) .
13
Other salaries and wages.
14
Interest
.
.
.
.
.
.
.
15
Rent
.
.
.
.
.
.
.
.
16
Depreciation and depletion .
17
Other (attach schedulej .
.
18
Total expenses
.
.
.
19
Excess of
and revenue over ex
8 minus line 1
Balance Sheet
(at the end of the period shown above)
Assets
20
Cash:
a
Interest bearing accounts.
bOther.
.
.
21
Accounts receivable, net
.
.
.
22
Inventories.
.
.
.
.
.
.
.
23
Bonds and notes (attach schedule)
24
Corporate stocks (attach schedule)
25
Mortgage loans (attach schedule).
26
Other investments (attach schedule).
21
Depreciable and depletable assets (attach schedule)
28
Land.
.
.
.
:
.
.
.
.
29
Other assets (attach schedule)
30
Total assets.
.
.
.
.
liabilities
31
Accounts payable.
.
.
.
.
.
.
.
.
32
Contributions, gifts, grants: etc., payable
.
33
Mortgages and notes payable (attach schedule)
34
Other liabilities (attach schedule) .
35
Total liabilities.
.
.
.
.
Fund Balances or Net Worth
36
Total fund balances or net worth
.
.
.
.
.
.
.
.
.
.
.
.
31
:
Total liabilities
and fund balances or net worth
line 36).
.
.
.
.
.
.
.
.
.

4c

If there has been .any substan~ial change in any aspect of your financial activities since the period shown above ended, check the box .~ .••

and attach a detailed explanation.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

. ~.

Form 1023 (Rev. 3·86)'

m&]

Financial

Data

Statement

of Support,

Revenue,

and Expenses

ending

for the period

beginning

1?~c;

..

..~;t

~f!1J:?~.r:

; 19~

6

..

Ja.DJJ.aJ:Y

.

..

1.,

, 19 8.Q

Page ~

, anc

Note: Complete the financial statement's for the current year and for each of the three years immediately before it. If in existence less than

four years, complete the statements for each year in existence. If in existence less than one year, also provide proposed two years following the current year.

budgets for the

 

1

'

Gross contributions, gifts, grants, and similar amounts received

.

'.

.

.

2'

Gross dues and assessments 'of members

 

.

.

.

.

.

.

.

.

.

.

.

OJ

:l

3a

Gross amounts derived from activities

related to organization's exempt

c:

purpose (attach schedule)

 

(Book

sale

and .sal.e .of

 

OJ

s.t a t i cnary )

 

>

b

Minus cost of sales

 

OJ

 

.

a:

4a

Gross amounts from unrelated business activities (attach schedule) .

"0

c:

b

Minus cost of sales

 

1\1

 

Sa

Gross amount

received

 

from

sale of assets,

excluding

 

inventory items

 

(attach schedule).

 

.

.

.

.'.

.

.

.

.

.

.

.

.

b Minus cost or other basis and sales expenses of assets sold

 

6

Investment income (see instructions)

 

7

Other revenue (attach schedule)

 

8

T

and revenue

 

9

Fundraising expenses.

 

.

.

.

10

Contributions, gifts; grants, and similar amounts paid (attach schedule)

 

11

Disbursements to or for benefit of members (attach schedule)

 

In 12

Compensation of officers, directors, and trustees (attach schedule) .

 

~ 13

Other salaries and wages.

 

e

 

14

Interest

.

.

.

.

.

.

.

15

Rent

.

.

.

.

.

.

.

.

  • 16 Depreciation and depletion .

4c

  • 17 Other (attach schedule).

.

Total expenses

  • 18 .'.

.

  • 19 and revenue over

Excess of su

ne 8 minus line 1

Balance Sheet

(at the end of the period shown above)

Assets

  • 20 Cash:

a

Interest bearing accounts.

bOther.

.

.

  • 21 Accounts receivable, net .

.

.

  • 22 Inventories.

.

.'.

.

.

.

.

  • 23 Bonds and notes (attach schedule)

  • 24 Corporate stocks (attach schedule)

  • 25 Mortgage loans (attach schedule).

  • 26 Other investments (attach schedule).

  • 27 Depreciable and depletable assets (attach schedule)

  • 28 Land.

.

.

.

;

.

.

.

.

  • 29 Other assets (attach schedule)

  • 30 Total assets.

 
 

Liabilities

  • 31 Accounts payable.

 

.

.

.

.

  • 32 Contributions, gifts, grants, etc., payable

  • 33 Mortgages and notes payable (attach schedule)

  • 34 Other liabilities (attach schedule) .

  • 35 Total liabilities.

.

.

.

.

 

Fund Balances or Net Worth

 
  • 36 Totalfund balances or net worth

 

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

  • 37 Total liabilities

and fund balances or net worth

line 35 plus line 36.

.

.

.

.

.

.

.

.

.

If there has been .any substan~ial change in a,ny aspect of your financial activities since the period shown above ended, check the box D"

and attach a detaJled explanation.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

.

Page 6

The or

nization

is not a

te foundation

because it

ualifies

as: .

 

Kind

of organization

 

Within the meaning of

Complete

 

Sections 509(a)( 1)

  • 1 a church or a convention or association of churches

 

and 170(b)( 1)(A)(i)

 

Sections 509(a)( 1)

  • 2 a school

 

and 170(b)(l)(A)(ii)

 

a hospital or a cooperative hospital service organization or a medical research organization

 

Sections 509(a)(1)

  • 3 operated in conjunction with a hospital

 

I

and 170(b)(1)(A)(iii)

  • 4 a governmental unitdescribed in section 170(c)

 
  • 5 being organized and operated exclusively for testing for public safety

 

Section 509(a)(4)

 

being

operated for

the benefit

of a college or

university that is owned or operated by a

Sections 509(a)(1)

Part

  • 6 nmental unit

 

and 170(b)(l )(A)(iv)

VI.-8

 

normally receiving a substantial part of its support from a governmental unit or from the

 

Sections 509(a)( 1)

Part

  • 7 general public

 

and 170(b)(1)(A)(vi)

VI.-8

 

normally receiving not more than one-third of its support from gross investment income and

 

. more than one-third of its support from contributions, membership fees, and gross receipts

 

Part

  • 8 frorpactivlties related to its exempt functions (subject to certain exceptions)

 

Section 509(a)(2)

VI.-8

 

ing operated solely for the benefit of or-in connection with one or more of the organizations

 

Part

  • 9 described in 1 through 4, or 6,7, and 8 above

 

Section 509(a)(3)

VI.-C

B.-Analysis

of Financial Support (Complete

if you checked (a) Most recent tax year Feb 1989 .... (b) 19 .88: .. 0
if you checked
(a) Most recent
tax year
Feb
1989
....
(b) 19 .88: ..
0
·0
1 525
4 440
26
8,188
-I
101
661
I
1 652
I 13.289
1 626
5 101
.
.
.
.
.
.
.
.
.
.
.
.
of the

Jan.&

box 6 7, or 8 above.)

 

(Years next preceding most recent tax year)

 

(c) 19

 

...

 

0

I

3 390

 

I

~,934

 

1.078

 

I-

 

;

 

f

I

 

I

I

I

I

I

!

i

i 11.402

 

I

I

I

4 468

I

 

,

.

,'.

.

,

-

(e) Total

(d) 19 8.6 ...

 
 

95

95

 

4 361

 

13,716

5,702

20,850

1,-012

 

2,852

 

"

 

:

;

 

,

 

I

!

 

---

11,170

 

: 37.513

 

5,468

i 16,~63

.

.'.

.

.

.

I

33.3--!.:::

...

  • 1 Gifts,

grants,

and contributions

received

  • 2 Membership fees received

  • 3 Gross receipts from admissions, sales of merchandise or services, or furnishing of facilities in any activity

that

is not an unrelated

business

within the meaning of section 513

  • 4 Gross investment

income

(see in-

structions for definition)

  • 5 Net income

from organization's'

unrelated business activities not in-

cluded on line 4 .

·f

  • 6 Tax revenues levied for and either paid to or spent on behalf of the

orga nization

 
  • 7 Value

of

services

or

facilities

furnished by a governmental unit to

the organization

without charge

(not including the 'value of services

or facilities ger.erally furnished the

public without charge) .

  • 8 Other income (not including gain or loss from sale of capital assets)-

attach schedule .

  • 9 Total of lines

1 through 8

10 Line 9 minus

line 3 .

I

,:; ..

11 Enter 2% of line 10, column (e) only.

12 If the organization has received any unusual grants during

the contributor,

any of the above tax years, attach a list for each year showing the name of,~

nature of such grant. Do not inciude such grants on line 1'" ,

the date and amount of grant, and a brief description

above-(See

instructions).

'

(continued on next page)

Form1023 (Rev. 3·86)

~

Non-Private Foundation Status (Definitive ruling only) (Continued)

B.-Analysis of Financial Support (Continued)

Page 7

  • 13 If the organization's non-private foundation status is based on: a

Sections 509(a)(I) and 170(b)(l)(A)(iv)

or (vi).-Attach

a list showing the name and amount contributed by each person (other

than a governmental unit or "publicly supported" organization) whose total gifts for the entire period were more than the amount

shown on line 11.

b Section 509(a)(2).-For

each of the years included on lines 1, 2, and 3, attach a list showing the name of and

from each person who is a "disqualified person."

'.

amount received

For each of the years on line 3, attach

a list showing the name of and amount received from each payor (other than a

"disqualified person") whose payments to the organization were more than $5,000. For this purpose, "payor" includes; but is not

limited to, any organization described in sections 170(b)(l)(A)(i)

through (vi) and any governmental agency or bureau. :

C.-Supplemental

Information Concerning Organizations Claiming Non-Prlvate Foundation Status Under Sectio;'-509(a)(3)

  • 1 Organizations supported by applicant organization:

Name and addressof supported organization

>xh.~~~..i

....¥?{/.~~.~!1..~~J11?.t:t.~t.'k'~PXfl.~J~.

1

[':'.1

..

)

(J

.(.

C~lrr,1e.!.- 1,/- tht-S€;,;.C~I

S..

t.he . public

....·..

.......................................................................................................

••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••.••

oo

••••••••••••••••••••••••••••••.•••

_

•••

_._

._

••

_____

•••

........................................................

.......................................

.............................................

 

-

I

...........................................................

- ..............................................................................

Has the supported organization received a ruling or determination letter that it is not a private foundation by reason of section

509(a)(l) or (2)?

 

0

Yes

~

No

0 Yes

0

No

0 Yes

0

No

0 Yes

0

No

0 Yes

0

No

  • 2 To what extent are the members of your governing board elected or appointed by the supported organization(s)?

tlONE

  • 3 What is the extent of common supervision or control that you and the supported organization(s) share?

NONE

  • 4 To what extent do(es) the supported organization(s) have a significant voice in your investment policies, the making and timing of grants, and in otherwise directing the use of your income or assets?

No voice

in invest~ent

The Library requests

policy