fnr,n 99d-pf return of private foundation990s.foundationcenter.org/990pf_pdf_archive/237/... ·...

Fnr,n 99d-PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust

DepB~mmtolNeTrsasury Treated as a Private Foundation '"'°'~' p°y°'"° 5°""' Note The organ¢ahon may be able to use a copy of this return to satisfy state 2por

OMB No 1515-0052

LOOL

Name of organization Use the IRS label

Otherwise, pool

or type See Specific, Instructions

satite 113 Telephone number

City or town, state, and ZIP code

(c) Adjusted net I f~ income

0 0 N

J O

r

G ~5

Form 890-PF(2002) 2

Employer identification number

Numbs mid street (a P O bon pumps it met is 1101 denninad to w" solidified)

H Check type o1 organization LX .J Section 501(c)(3) exempt private foundation 0 Sectidn 4941(a)(1) nonexempt charitable trust = Ocher taxable private foundation

I Fair market value of all assets at end of year J Accounting method 0 Cash EI]Accrual (from Part Il, cot (c), line 16) = Other (Specify) t 8 5 . 4 5 7 . 3 31 . (Part l, column (d) must be on cash basis ) Part I Analysis of Revenue and Expense$ (,) Revenue and (6) Net investment (Me toWOivnwmeinwWmna(e)(ca+na(e) maynot

expenses POf books income neceuily equal the amounts in ultimo (a) )

1 Contributions, grits, grants, etc , received 10 , 9 95 . Cneak , ~ A fill, faun0ueoo if not fill to imCA 5[I1 B

2 Distributions from spht-interest trusts Interest m ovinW one ten7a~Y 3 cash irrvestments

a Dividends and interest from securities 130 , 380 . 130 . 38 5a Gross rents b (Net hantalmoome or (loss)

68 IINeet~naposs) from assets not on -1 , 158 , 376 . n Grow Bales price for all 6-,8-6-5- '339 . > awaste on line so

Y y' 7 Capital pvn net intone (from Pat N line 2)

B Net short-term capital pain

9 Income modifications 1OlGana osaulnlw~atwne 78 .'allowarcas

b L. Cost of goods sold 414 *. c Gross profit or (doss) 373 .

11 Other income iz Total pad lines i through 11 -1 , 016 , 628 . 130 . 38 13 comcannial'onof om., directors wness xc 3 4 995 . 11 Other employee salaries and wages 4 816 .

N 15 Pension plans, employee benefits 470 H 16e Legal lees

bAccounting fees m 4 14 545 . 8 41 X Oth rot LU C e as 5 36,055 . 36,05 ? 17 lZ restr

ax 4 6 2,232 .

e E ' : T 1 Dec r

1% noep 964 .

E 20 Occu 36, 375 . 27 Travel , on - ~ ~qpSJ ° 5 337 .

q 22 Printin prig g 536 . 23 Other e Stmt 7 5 , 190 .

m 24 Total operating and administrative n expenses Add lines 13 through 23 149 515 . 44 47 X 25 Contributions, gifts, grants paid 201 075 .

26 Total expenses and disbursements nddlines24and25 350 590 . 44 47

27 Subtract line 26 hom line 12 Excess of rwsnue over expenses end aisnursamanta -1 367 218 .

b Netinvestment income ca nageirnaam=-0-) ~ ~ 85 .90 e Adjusted net income (it n.wtN. ant. ag

23501 1-23-03 LHA For Paperwork Reduction Act Note, nee the instructions

Ilexemption ap0liutionupmdmq check here PI LJ

1 Foreign organizations, check here 10

2 FaerM ugpn¢ynons meeting the 95% test , cnsG here and attach mm0utetian

If private foundation status was terminated under section 507(b)(1)(A), check here 1

If tie loundation is in a 60-month termination,-,

2

Book Value b) Book Value c) Fair Market Value

3 , 379 . 3 , 379 . 3 , 379 . 288 862 . 1 , 641 , 092 . 1 , 641 , 092 .

1 , 442 . 1 , 027 . 1 , 027 . 11 , 946 . 12 952 . 12 , 952 .

052 605 . 253 266 .

Organizations that follow SFAS 117, check here 110. and complete lines 21 through 26 end lines 30 and 31

24 Unrestricted u .9 25 Temporarily restricted A m 26 Permanently restricted

Organizabons that do not follow SFAS 117, check here 1111- E7 and complete lines 27 through 31

,°~ 21 Capful stock, trust principal, or current funds N 28 Paid-in or capital surplus, or land, bldg , and equipment fund a 29 Retained earnings, accumulated income, endowment, or ocher funds d z 30 Total net assets or fund balances

gram 990-PF (2ooz)

3

Form 990-PF (2ooz) The Davcroft School P mart II Balance Sheets k"ced ¢°`°g-12 '°°'ma4anmmeaampm.

column fEecY 01 far e0aal+/no amounts aEh

~ 1 Cash - non-interest-bearing 2 Savings and temporary cash investments 3 Accounts receivable

Less allowance for doubtful accounts 1 Pledges receivable

Less allowance for doubtful accounts 5 Grants receivable 6 ReceNables due from officers, directors, trustees, and other

disqualified persons 7 Other notes and runs texchnsere 10.

Less allowance for doubtful accounts 8 Inventories for sale or use

1 y 9 Prepaid expenses and deferred charges a 10t Investments- U S and state government obligations

b Investments - corporate stock e Investments-corporate bonds

11 Lonsimenu uo0oueaupsanaequipment in4s 1

Less iSUOYliCO AtDitts1000 1

12 Investments - mortgage loans 73 Investments-other Stmt 14 Land, buildings, and equipment basis IN- 13 ,3 9

Less ucumuneeaaeoraaeon Stmt 10. 11,60 15 Other assets (describe llo

17 Accounts payable and accrued expenses 18 Grants payable

d 19 Deferred revenue 20 Loans from offices 0~rectae Vueteu end other disQUak(ed persons

m 21 Mortgages and other notes payable

J 22 Other liabilities (describe Pa. Statement 111

Part III Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Pan II, column (a), line 30 (must spree 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) " See Statement 8 1 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of vear (line 4 minus line 5) -Part II . column (b) . line 30

327577 0, 37-07

ou-rr [w[ 111C la GiG1L AG11VV1 CV41111Q11V11 li1G . GJ-/1G/ IV Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e q ,real estate, (b1 How acqwreG (~l Date acquired 2-story brick warehouse, or common stock 200 shs MLC Co ) P - Purchase (mo , day, yr ) D - Donation

ae Schedule Attached

(e) Grass sales price (f) Depreciation allowed (p) Cast or other basis (h) Gain or (lass) (or allowable) plus expense of sale (e) plus (Q minus (p)

RFS x'30 A !1)'1 71 S _t

(d) Date sold (mo , day, yr )

in column (h) and owned by the foundation on 12/3189 (j) Adjusted basis (k) Excess of cot (i) as of 12!31/69 aver cot (p, if any (i) F M V as of 12/3189

If section 4940(4)(2) applies, leave this part blank

8 Enter qualifying distributions from Part XII, line 4

If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI instructions

F~ 990-PF (2ao2) ]73571AI-73N

4

assets

2 Capital gain net income or (net capital loss) ~ 11 ?loss, ~0- in Part Partlt,

lin e 7

3 Net short-term capital pain or (lass) as defined in sections 1222(5) and (6) If pain, also enter in Pan I, line 8, column (c) If (loss) . enter -0- in Pan I . line 8

I rart v I uuauncacion unaer beccion aaau(e) for rteaucea i ax on net rove (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

(I) Gains (Col (h) pain minus cot (k), but not less than -0-) or

Losses (from cot (h))

Was the organization liable for the section 4942 tax on the distributahle amount of any year in the base period? 0 Yes FXI No If Nes'the organization does not quality 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

Base period years Adjusted 'distributions Net value of noncharitable-use assets Distribution ratio Calendar vear (or Wcvear beainnina in) q ualifying (cal (bl divided by cot (c)1

2 Total of line 1, column (d) 3 Average distribution ratio for the 5-year base period - divide the total an line 2 by 5, or by the number of years

the foundation has been in existence d less than 5 years

4 Enter the net value of nonchariWble-use assets for 2002 from Part X, line 5

5 Multiply line 4 byline 3

6 Enter 1% of net investment income (1% of Pan I, line 27b)

7 Add lines 5 and 6

990-PF - see

a 2002 estimated tax payments and 2001 overpayment credited to 2002 6a / b45 b Exempt foreign organizations - tax withheld at source 6h c Tax paid with application for extension of time to file (Form 8868) 6e 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 0 it Farm 2220 is attached 9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed 10 Overpayment It line 7 is more than the total of lines 5 and B, enter the amount overpaid 11 Enter the amount of line 70 to be Credited to 2003 estimated tax 1 5 . 9 2 7 .1 Refunded Do, Part VII-A Statements Reqardmst Activities

web site address " N/A 12 ihebooksareincareol " Kelleher & Company, LLC Telephone no "(203) 287-5492

Located ai " 2830 Whitney Avenue, Hamden, CT ZIP+4 X06518-2554 13 Section 4947(a)(1) nonexempt charitable trusts tiling Form 990-PF in lieu of Form 1011 - Check here " 0

and enter the amount of tax-exempt interest received or accrued during the year 0-1 13 ~ N/A iso -03 vin� 890-PF goon

on investment income (section aaau(a), aaauto), vvaute), or 1a Exempt operating foundations described in section 4940(d)(2), check here " U and enter 'WA' on line 1

DaR of ruling letter (attach copy of ruling letter if necessary-see Inss

b Domestic organizations that meet the section 4940(e) requirements in Pan V, check here " 0 and enter 1% of Part I, line 27b

e All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, cal (b) 2 Tax under section 577 (domestic section 4947(a)(1) ousts and taxable foundations only Others enter -0 3 Add lines 1 and 2 4 Subtitle A (income) fax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0 ) 5 Tax based on investment income Subtract line 4 ham line 3 II zero or less, enter -0- 6 Credits/Payments

1a 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 more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? II the answer is 'Yes' to 1 e or 1 b, attach a detailed description of the activities and copies o/ any materials published or distributed by the organization m connection with the activities

e Did the organization file Form 1120-POL for this yeast 0 Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the orpan¢auon 1 $ 0 . (2) On organization managers " $ 0 . e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization

managers Ill- $ 0 . 2 Has the organization engaged in any activities that have not previously been reported to the IRS?

If 'Yes,' attach a detailed description of the activities 3 Has the organization made any changes, not previously reported to she IRS, in its governing instrument, articles of incorporation, or

bylaws, or other similar instruments If 'Yes,' attach a conformed copy o/ the changes 4e Did the organization have unrelated business gross income of $1,000 or more during the year? b If 'Yes,' has it filed a tax return on Form 990-T for this yeah N/A

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? if 'Yes,' attach the statement required by General lns[n/chon T Foe the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either " By language in the governing instrument or " By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law

remain in the governing inSUUmenY9 7 Did the organization have at least $5,000 in assets at any time during the year?

11 'Yes,' complete Part ll, cot (c), and Part XV 8a Enter the states to which the foundation reports or with which it is registered (see instructions)

Connecticut b If the answer is Yes' to line 7, has the organization furnished a copy of Form 990-PF to the Attorney General (or designate)

of each state as required by General Instruction G7 If 'NO,' attach explanation 9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(1)(3) or 4942(j)(5) for calendar

year 2002 or the taxable year beginning in 2002 (see instructions for Part XIV)7 If 'Yes,' complete Part XIV 10 Did any persons become substantial contributors during thetaxyeartn "vm -,n,u .�<n~l,liming cn~rimn.,wa .aaii=vt 11 Did the organization comply with the public inspection requirements for its annual returns and exemption application?

termination of government service, d terminating within 90 days ) D Yes ~ No b If any answer is 'Yes'to 7a(1)-(6), did any of the acts tail to qualify under the exceptions described in Regulations

section 53 4941(d)-3 or in a current notice regarding disaster assistance (see gape 19 0l the instructions) Organizations relying on a current nonce regarding disaster assistance check here " D

c did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2002?

2 Taxes an failure to distribute income (section 4942) (Goes not apply for years the organization was a private operating foundation defined in section 4942(p(3) or 4942(j)(5))

a At the end of tax year 2002, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for lax year(s) beginning before 2002 0 Yes EXI No II Yes; list the years 1 ,

6 Are (here any years listed in 2a for which the organization is not appyinp the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (II applying section 4942(a)(2) to ell years listed, answer 'NO' and attach statement - see instructions ) N/A

e If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

3e Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? E:J Yes ERJ No

b If 'Yes; did it have excess business holdings in 2002 as a result of (1) any purchase 6y the organization or disqualified persons otter 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,

N/A Form 4720, to determine i( the organization had excess business holdings m 2002)

7335.1 01-Z3-07

Form 990-PF

File Form 4720 it any item is checked in the 'Yes' column, unless an exception applies. L Dwlnp she year did the organization (either direly or indirectly)

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? D Yes M No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? D Yes ~ No (3) Furnish goods, services, or facilities to (or accept them ham) a disqualified persons ~ Yes ~ No (1) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Ex] Yes D No (5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? 0 Yes ~ No (6) Agree to pay money or property to a government official? (Exception Check W

d the organization agreed to make a grant to or to employ the official for a period after

Ia Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? b Did the organization make any investment in a prior year (but after December 37, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the test day of the tax year beginning in 20027

5e During the year did the organization pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? 0 Yes Ell No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly,

any voter registration drive? 0 Yes EXI No (3) Provide a grant to an individual for travel, study, or older similar purposes? 0 Yes EK] 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)? 0 Yes Ex) 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 EK) No b If any answer is 'Yes' to 5a(1)-(5), did any of the transactions tail to quality under the exceptions described in Regulations

section 53 4945 or in a current notice regarding disaster assistance (see instructions) N/A Organizations retying on a current notice regarding disaster assistance check here " 0

c If the answer is 'Yes' to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A 0 Yes D No If 'Yes,' attach the statement requned by Regulations section 53 4945-5(d)

6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit conUact9 E] Yes ETC] No

b Did the organization, during the year, pay premiums, directly or indirectly, an a personal benefit contract? If you answered 'Yes' to 66, also ale Form 8870

c~ 990-PF (zoox)

Part IX-A Summary of Direct Charitable Activities List the foundation's lour largest direct charitable activities during the tax year Include relevant statistical information such as the

Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc

i N/A

2

3-

4

223551 01 23-0J v~ 990-PF (zooz)

7

The Davcroft School Foundation, Inc . 23-7127046 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Page s 0 Paid Employees, and Contractors 1 List all officers. directors. trustees, foundation managers and their compensation

(a) Name and address (b) Title, and average I (c) GomG

hours er week Gevated (If not 4~~~~ . .

(b) Title and average (a) Name and address of each employee paid more than $50,000 hours, per week (c) Compensation

3 Five highest-paid independent contractors for professional sernces If none, enter 'NONE (a) Name and address of each person paid more than $50.000 (b) Tvoe of service

Total Add lines 1 through 3

Paft X Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions )

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc , purposes o average monthly fair market value of securities la- 4 , 5 08 b Average of monthly cash balances 1b 1 552222 c Fau market value of all other assets 1c d Total (add lines 1a, b, and c) 7d 6 031 e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 1e 0 . 2 Acquisition indebtedness applicable to line 1 assets 2 3 Subtract line 2 from line Id 3 6 , 031 4 Cash deemed held for charitable activities Enter 7 12% of line 3 (for greater amount, see instructions) 1 9 0 5 Net value of nonehenu6le-use assets Subtract line 4 horn line 3 Enter here and on Part V, line 4 5 5 6 Minimum investment return Enter 5% of line 5 g 2 q7

Part XI Distnbutable Amount (see instructions) (Section 4942(j)(3) and (1)(5) private operating foundations and certain foreign organizations check here Is- and do not complete this part)

1 Minimum investment return from Part X, line 6 1 297 2a Tax on investment income for 2002 from Part VI, line 5 2a 1 , 718 . b Income tax for 2002 (This does not include the tax horn Part VI ) 2b c Add lines 2a and 2b 2a 1 9 Disiributable amount before adjustments Subtract line 2c from line 1 3 2 9 5 4 e Recoveries of amounts treated as qualifying distributions 4a 0 . 6 Income distributions horn section 4947(a)(2) trusts 4b 0 . e Add lines 4a and 4h

5 Addlines 3andac 5 295 g Deduction horn disVibutable amount (see instructions) g 7 Dietributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 7 2 9 5

Part XII Qualifying Distributions see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc - total horn Part I, column (d), line 26 7e 3 5 2 . 897 . D Program-related investments - Total from Part IX-13 1b 0 .

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes 2 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) 38 b Cash distribution test (attach the required schedule) 90

1 Qualifying distributions Add lines to through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 352 , 8 9 _7 . 5 Organizations that quaky under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b 5 0 . 6 Adjusted qualifying distributions Subtract line 5 from line 4 ~ 8 ~ 352,897 .

Note The amount on line 6 will be used in Part V, column (b), m subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax m those rears

c~ B90-PF (zooz)

227507 Ol 2J-03

8

Form 990-PF(2ooz) The Davcroft School Foundation, Inc . 23-7127046 Paper

Part IX-B .Summary of Program-Related Investments

two largest oroaram-related investments made by the foundation durino the tax Year on lines 1 and 2. I Amount

2

All other program-related investments See instructions 3

Form sso-aF(2ao2) The Davcroft School Foundation, Inc . 23-7127046 Pages

Part XIII Undistnbuted Income (see instructions)

(+) I (e) I I arpus Years poor to 2001 2001

kl 200(4)

2

i Capua Add linen 31 4c end N Sueo-act line 5

b Prior years' undistributed income Subtract line 4b ham line 2b

c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previousy, assessed

d Subtract line 6c ham line 6D Taxable amount - see instructions

e Undistributed income for 2001 Subtract line 4a from line 2a Taxable amount - see instr

1 Undistributed income for 2002 Subtract lines 4d and S from line 1 This amount must be distributed m 2003

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 110(b)(1)(E) or 4942(0)(3)

8 Excess distributions carryover from 1997 not applied on line 5 or line 7

9 Excess distributions carryover to 2003 Subtract lines 7 and B from line 6a

10 Analysis of line 9 eExcess from 7998 244 665 bExcesshomt999 179 848 eExcesstrom2oo0 39 300 d Excess from 2001 13 . 12 2

F. 990-PF (2002) 777571 O i-2]-07

9

1 Distributable amount for 2002 from Part XI, line 7 UnGUmeuled 4imne if any u of Vas end 013001

a Enter amount far 2007 only b Total for prior years

3 Excess distributions carryover, it any, to 2002 From 1997

b From 1998 244 665 sFrom 1999 179 848 d From 2000

13 122 e From 2001 f Total of lines 3a through e

4 Qualifying distributions for 2002 ham Part Xll,line a t$ 352,897

e Applied to 2001, but not more than line 2a b Applied to undistributed income of prior years (Election required - see instructions)

e Treated as distributions out of corpus (Election required - see instructions)

d Applied to 2002 OisVibutable amount e Remaining amount distributed out of corpus

5 e .css,distributions ~myovswoiisacozooz Of an amount appears in mlumn (if, Me same amount must be Mown in column (a})

6 Enter the net total of each column as indicated below

990-PF

d My restrictions or limitations on awards, such as by geographical areas, char-table fields, kinds of institutions, or other factors

12358 VO 1-23-07 c. 990-PF (2aoz) 10

instructions and Part VII A, question 9)

1 o If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2002, enter the dale of the ruling

b Check box to indicate whether the orp 2 a Enter ihelesser afthe adjusted net

income ham Part I or the minimum investment return from Part X far each year listed

6 85% of line 2a 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 far the alternative lest relied upon

e 'Assets' alternative pest - enter (1) Value of all assets

(2) Value of assets qualifying under section 4942(I)(3)(B)(q

b 'Endowment alternative test - Enter 2/d of minimum investment return shown in Part X, line 6 for each year listed

e 'SupporC 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 4942(1)(3)(8)(m)

(3) Largest amount of support ham an exempt organization

rat rt xv I Supplementary information (Complete this part only if the organization had $5,000 or more in assets at any time during the year-see page 25 of the instructions.)

1 Information Regarding Foundation Managers a List any managers of the foundation who have contributed more than 2% of the total contributions reserved by the foundation before the close of any lax

year (but only d they have contributed more than $5,000) (See section 507(d)(2) )

b List any managers of the foundation who own tOY. or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 70% or greater interest

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs Check here " M d the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests far funds If the organization makes pelts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

e The name, address, and telephone number of the person to wham applications should be addressed

b The form in which applications should be submitted and information and materials they should include

c Anysubmission deadlines

If recipient is an individual, show any relationship to any foundation manager or substantial contributor

e Paid during the year

/A

3b c~990-PF (zaoz) 377E0 V01-Z3-07

11

Form 990-PF

Grants and Contributions Paid " Recipient

Name and address (home or business)

the Year a Approved for Future

b Approved for future payment Principia Corporation 13201 Clayton Road, St . Louis, MO 63131

Foundation I Purpose of grant or status of convibuhon reciD~ent

mic vement

Amount

5,000 .

Form 990-PF(2oo2) The Davcroft School Foundation, Inc . 23-7127046 Paoeti Part XVI-A Analysis of Income-Producing Activities

umeiemuuusuiessuwuwn e`a~auaeaexnrona+ssiaa

(e) (b) E~d�. (d) Related or exempt

B codes amount ~, Amount function income

c d e 1 p Fees and contracts ham government agencies

2 Membership dues and assessments 3 Interest on savings and temporary cash

investments 4 Dividends and interest from securities 5 Net rental income or (loss) from real estate

e Debt-financed property 6 Not debt-financed property

6 Net rental income or (loss) from personal property

7 Other investment income 8 Gain or (loss) from sales of assets other

than inventory 9 Net income or (loss) from special events

10 Gross grout or (loss) from sales of inventory 11 Other revenue

12

Enter pros amounts unless otherwise indicated

1 Program service revenue a 6

e b e d e

12 Subtotal Add columns (b),(d),and(e) 0 . -1 , 027 , 996 . 373 . 13 Total Add line 12, columns (b), (d), and (e) 13 -1,027,623 . (See worksheet in line 13 instructions to verity calculations 1

Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

Line No I Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes)

F. 990-PF goon

23-7127046

2231121 01-t7-03

1 Did the organization directly or indirectly engage in any of the following with any other organization described m section 501(c) of YE the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

e Transfers from the reporting organization to a noncharitable exempt organization of (7) Cash fa l l ) (2) Other assets lm ( 2 )

b Other Transactions (1) Sales of assets to a noncharitable exempt organization lb ( l ) (2) Purchases of assets from a noncharilable exempt organization lb ( 2 ) (3) Rental of facilities, equipment or other assets 1b 3 (4) Reimbursement arrangements lb ( 4 ) (5) Loans or loan guarantees lb ( 5 ) (6) Performance of services or membership or fundraising solicitations 16 6

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees tc 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 organization It the organization 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

Line noJ (b) Amount involved I (e) Name of noncharrtable exempt organization I (dl Description of transfers, transactions, and

2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277 0 Yes M No

Name

Undo pmaltiea of oeNry I dalars Net I have eaamnned this raium induainp acamoanrnp and mmplate DWaalim of prepas (oVie IJfen tarprys v Iiduciay) is Oaxd m ad Infmnz

d ;, ~ Signature of officer o oust Preparer s '

07 q ` Signature O

Qm Frmsfart (oiyours IZ}'S LEHER & A a~ nsen<moioyea) Z$30 WHITNEY AVE

address anati7code 'jjMDEN CT 06518

Schedule of Contributors Schedule B (Form 990, 99o-EZ, a

990-Pf) Dyatmam of me Treavry

OMB No 15 .5-0047

2002 Supplementary Information for line 1 of Form 990, 990-EZ, and 990-PF (see instructions)

Employer identification number

0 501(c)(3) taxable private foundation

Caution Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-Q, or 990-PF), but they must check the box in the heading o/ their Form 990, Form 990-Q, or on line 1 0/ their Form 990-PF, to certify that they do no[ meet the filing requirements of Schedule B (Form 990, 990-Q, or 990-PF)

Schedule B(FOrm 990,990-EZ,or990-PF)(2002)

773/51 07 23-07

14

Name of organization

Organization type (check one)

Filers of Section

Form 990 or 990 EZ Ej SOt(c)( ) (enter number) organization

0 4947(a)(1) nonexempt charitable trust not treated as a private foundation

0 527 political organization

Forth 990.PF M 501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

Check d your organization is covered by the General Rule Or a Special Rule (Note Onty a section 501(c)(7), (8), or (f0) organization can check boz(esJ for both the General Rule and a Special Rule-see instructions)

General Rule-

For organizations filing Form 990, 990 EZ, or 990 PF that received, during the year, $5,000 or more (in money or property) from anyone contributor (Complete Parts I and II )

Special Rules-

0 Fog a section 501(c)(3) organization filing Form 990, or Forth 990 EZ, that met the 33 1/3% support test o1 the regulations under sections 509(a)(1)/170(b)(1)(A)(v) and received from any one contnbutor, during the year, a contnbution of the greater of $5,000 or 2% of the amount on line 1 of these forms (Complete Parts I and II )

0 For a section 501(c)(7) .(8), or (10) organization filing Form 990, or Form 99o-Q, that received from anyone contributor, dunng the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III )

For a section 501 (c)(7), (8), or (10) organization filing Form 990, or Form 99aQ, that received from any one contributor, dunng the year, some contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did not aggregate to more than $1,000 (If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc , purpose Do not complete any of the Parts unless the General Rule applies to this organization because it received nonexclusrvely religious, charitable . etc , contributions of $5,000 or more during the year ) 1 $

LHA For Paperwork Reduction Act Notice, a" the Instructions for Form 990 and Form 990-EZ

(a) (b) (e) (d) No Name, address, and ZIP + 4 Aggregate contributions Type of contribution

Person Payroll 0

$ Noncash

(Complete Part II if there is a noncash contribution

(a) (b) (c) No Name, address, and ZIP + 4 Aggregate contributions Type of contribution

Person Payroll 0

g Noneash

(Complete Part II d there is a noncash contribution )

(a) (b) (c) (d) No Name, address, and ZIP + 4 Aggregate contributions Type of contribution

Person D Payroll

g Noncash (Complete Part II d there is a noncash contribution )

(a) (b) k) Idl No Name, address, and ZIP t 4 Aggregate contributions Type of contribution

Person Payroll 0

$ Noncash (Complete Part II if there is a noncash contribution )

223452 o, 23 as Schedule B (Form 990, 990-EZ, or 990-PF) (2002) 15

S~la B ffam 7Y0 CYO EZ w OW-PFI (200P) "? 1 b 1 01 vat i

Name of organization Employer identification number

The~Davcroft School Foundation, Inc . 23-7127046

Part I Contnbutors (see speck Instructions)

(a) lb1 ICI 1d1 No Name, address, and ZIP +4 Aggregate contributions Type of contribution

1 Grace Spring Probate Estate Person Payroll 0

Wells Farao Client Services, Box 2999 $ 7,740 . Noncash 0 (Complete Part 11 if there

Minneapolis, MN 55402 is anoncashcontnbution)

(a) (b) (c) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution

Person 0 Payroll 0

$ Noneash 0

(Complete Part II if there is a noncash contribution )

The Daycroft School Foundation, Inc . 23-7127046

Form 990-PF Gain or (Loss) from Sale of Assets Statement 1

(a) Description of Property

See Schedule Attached

(b) Gross

Sales Price

6,865,339 . .

(c) Coat or

Other Basis

8,023,715 .

Capital Gains Dividends from Part IV

Total to Form 990-PF, Part I, line 6a -1,158,376 .

Form 990-PF Dividends and Interest from Securities Statement 2

Column (A) Amount

130,380 .

130,380 .

0 .

0 .

17 Statement s) 1, 2

Manner Date Acquired Acquired Date Sold

Purchased

(d) (e) (f) Expense of

Sale Deprec . Gain or Loss

0 . 0 . -1,158,376 .

0 .

Source Gross Amount

Merrill Lynch 130,380 .

Total to Fm 990-PF, Part I, In 4 130,380 .

Capital Gains Dividends

18 Statement s) 3


Form 990-PF Income and Cost of Goods Sold Statement 3 Included on Part I, Line 10

Income

1 . Gross receipts . . . . . . . . . . . . . . 787 2 . Returns and allowances . . . . . . . . . . . 3 . Line 1 less line 2 . . . . . . . . . . . . . 787

4 . Cost of goods sold (line 15) . . . . . . 414 5 . Gross profit (line 3 less line 4) . . . . . . 373

6 . Other Income . . . . . .

7 . Gross Income (add lines 5 and 6) . . . . . . 373

Cost of Goods Sold

8 . Inventory at beginning of year . . . . . . . 1,441 9 . Merchandise purchased . . . . . . . . . . . .

10 . Cost of labor . . . . 11 . Materials and supplies . . . . . . . . . . . 12 . Other coats . . . .

~ .

13 . Add lines 8 through 12 . . . . . . . . . . . 1,441

14 . Inventory at end of year . " "

. . 1,027 15 . Cost of goods sold (line 13 less line 14) . . 414


Form 990-PF Accounting Fees Statement 4

(c) Adjusted Net Income

8,418 . Accounting & Auditing 13,520 . 14,545 .

Po Form 990-PF, Pg 1, In 16b 14,545 . 8,418 . 13,520 .

Form 990-PF Other Professional Fees Statement 5


36,055 . 40,189 . 36,055 To Form 990-PF, Pg 1, In 16c

Form 990-PF Taxes Statement 6


2,525 . 2,232 . 0 . To Form 990-PF, Pq 1, In 18

Form 990-PF Other Expenses Statement 7


To Form 990-PF, Pg 1, In 23 5,249 .

Statement s) 4, 5, 6, 7 19

Description

(a) Expenses Per Books

(b) Net Invest-ment Income

(d) Charitable Purposes

Description

Trustee Fees

(a) Expenses Per Hooks

36,055 .

(b) Net Invest-ment Income

36,055 .


40,189 .

Description

Excise Taxes Foreign Taxes

(a) (b) Expenses Net Invest- Per Books ment Income

1,718 . 0 . 514 . 0 .


2,011 . 514 .

Description

Dues Maintenance Office Expenses

(a) (b) Expenses Net Invest- Per Hooks ment Income

25 . 0 . 777 . 0 .

4,388 . 0 .

5,190 . 0 .


25 . 845 .

4,379 .

Form 990-PF Other Increases in Net Assets or Fund Balances Statement B

Total to Form 990-PF, Part III, line 3 103,857 .

Form 990-PF Other Investments Statement 9

3,792,091 . 3,792,091 352,753s ML S&P 500 Index FD CL D

Total to Form 990-PF, Part II, line 13 3,792,091 . 3,792,091 .

Form 990-PF Depreciation of Assets Not Held for Investment Statement 10

Cost or Accumulated Other Basis Depreciation Book Value Description

Secretary Chair 177 . 147 . 30 . Filing Cabinet 1,000 . 834 . 166 . Secretary Station 1,450 . 1,208 . 242 . Lowback Armchair 617 . 514 . 103 . Sq . Desk & Credenza 1,519 . 1,265 . 254 . Visitors Chair 237 . 197 40 . Copier 1,125 . 937

.

. 188 . Gateway Computer 1,248 . 785 . 463 . Printer-HP LaserJet 636 . 331 . 305 . Fully Depreciated Assets 5,384 . 5,385 . -1 .

Total To Fm 990-PF, Part II, In 14 13,393 . 11,603 1,790 .

20 Statement s) 8, 9, 10


Description

Unrealized Gains in value of investments

Amount

103,857 .

Description Book Value Fair Market

value

Tie Daycroft School Foundation, Inc . 23-7127046

Description Amount

Accrued & Withheld Payroll Taxes 205 . Sales Tax Payable 1 .

Total to Form 990-PF, Part II, line 22, Column B 206 .

Form 990-PF Part VIII - List of Officers, Directors Statement 12 Trustees and Foundation Managers

A1 McCready 3 Kernan Place Old Greenwich, CT 06870

David Johnson 427 Reeser Road Camp Hill, PA 17011

Fred Haines 510 Whippoorwill Lane Stratford, CT 06614

Joy Rendahl 476 N Maple Avenue Greenwich, CT 06830

Barbara Brown 12007 Midhurst Drive Knoxville, TN 37922

Janet Crisler 25343 Carmel Knolls Drive Carmel, CA 93923

Margaret Foster 1374 E . Valley Road Santa Barbara, CA 93108

Lenore Green 65 Captains Walk, P .O . Box 785 N Chatham, MA 02650

Secretary 1 0 . 0 . 0 .


Form 990-PF Other Liabilities Statement 11

Name and Address

Employee Title and Compen- Ben Plan Expense

Avrg Hrs/Wk cation Contrib Account

Vice Chairman 1 0 . 0 . 0 .

Chairman 1 0 . 0 . 0 .

Trustee 1 0 . 0 . 0 .

Treasurer 1 0 . 0 . 0 .

Executive Director 26 34,995 . 0 . 2,000 .

Trustee 1 0 . 0 . 0 .

Trustee 1 0 . 0 . 0 .

34,995 . 0 . 2,000 . Totals included on 990-PF, Page 6, Part VIII

Form 990-PF Grants and Contributions Statement 13 Paid During the Year

Recipient Recipient Name and Address Status Purpose of Grant

Adventure Unlimited 5201 N/A Field Program South Quebec, Englewood, CO 80111

Camp Leelanau/Camp Kohahna N/A 1653 Port Oneida Road, Maple City, MI 49664

Camps Newfound/Owatonna 4 N/A Camp Newfound Road, Harrison, ME 04040-9987

Friends of Camp Bow-Isle N/A 3410 47th Ave . NE, Seattle, WA 98105

Rainbow Valley Ranch 360 N/A Hadley Road, Hadley, NY 12835-9501

The Cedars Camps 1314 N/A Parkview Valley Drive, Manchester, MO 63011

The Crystal Lake Camps N/A 1676 Crystal LAke Road, Hughesville, PA 17737

Principia Corporation N/A 13201 Clayton Road, St . Louis, MO 63131


The Daycroft School Foundation, Inc .

Trude Harper President 10 Eastward 1 Rockport, ME 04856

Jean Hilton Trustee The Falls at Silvermine 102 1 Silvercreek Lane Norwalk, CT 06850

23-7127046

0 . 0 . 0 .

0 . 0 . 0 .

Childrens Camp Fees

Childrens Camp Fees

Childrens Camp Fees

Childrens Camp Fees

Childrens Camp Fees

Childrens Camp Fees

Academic Acheivement

Recipient Relationshp Amount

None

13,000 .

None

15,000 .

None

28,000 .

None

10,000 .

None

5,000 .

None

35,000 .

None

22,000 .

None

5,000 .

The Daycroft School Foundation, Inc .

Principia Corporation N/A 13201 Clayton Road, St . Louis, MO 63131

Adventure Unlimited 5201 N/A South Quebec, Englewood, CO 80111

Branch School 1424 N/A Sherwood Forest, Houston, TX 77043

Friends of the Meridian N/A School P .O . Box 5690, Derwood, MD 20855

Total to Form 990-PF, Part XV, line 3a

Discovery Bound None

23 Statement s) 13

Scholarships None

23-7127046

16,075 .

40,000 .

Childrene Camp None Fees

2,000 .

Childrens Camp None Fees

5,000 .

196,075 .

~ ccorr semb.n. Page 1 0f 5

70!R G70PF ~ ~ Page 2 0l 5

FOR THE YEAR ENDED DECEMBER 31 . 2002

DATE I DATE II COST II SALES

Page 3 015 2=990 PF SCrLWn W

A

000 BANK OF NY CO INC 800 BANK OF NY CO INC 000 BANK OF NY CO INC 765 BELLSOUTH CORP 435 BELLSOUTH CORP 600 BED BATH 8 BEYOND INC 700 CHEVRONTEXACO CORP 300 CHEVRONTEXACO CORP 200 CHEVRONTEXACO CORP 100 CHEVRONTEXACO CORP 500 CINTAS CORP OHIO

1200 CISCO SYSTEMS INC COM 800 CISCO SYSTEMS INC COM 1500 CLOROX CO DEL COM 500 COLLATE PALMOLIVE 1400 COLLATE PALMOLIVE 1300 COMMERCE BANCORP INC N J 300 COMMERCE BANCORP INC N J 1500 DARDEN RESTAURANTS INC 1500 DARDEN RESTAURANTS INC 2000 DELL COMPUTER CORP 200 DELL COMPUTER CORP 800 DELL COMPUTER CORP 800 DELL COMPUTER CORP 400 DELL COMPUTER CORP 1900 EXXON MOBIL CORP COM 300 EXXON MOBIL CORP COM 800 EXXON MOBIL CORP COM 300 EXXON MOBIL CORP COM 800 ECOLABINC 300 ECOLABINC 700 ECOLABINC 300 EMERSON ELEC CO 150 EMERSON ELEC CO 300 EXPEDITORS INTL WASH INC 200 ~EXPEDITORS INTL WASH INC 200 EXPEDITORS INTL WASH INC 100 EXPEDITORS INTL WASH INC 100 EXPEDITORS INTL WASH INC 100 EXPEDITORS INTL WASH INC 100 EXPEDITORS INTL WASH INC 106--b PEDITORS INTL WASH INC 100 EXPEDITORS INTL WASH INC 100~~EXPEDITORS INTL WASH INC 700 FIRST DATA CORP 700 FIRST DATA CORP

P 05/10/01 10/03/02 51,172 65 23,369 29 (27,803 36 P 01/23/02 10/03/02 34,32590 18,69543 (15,63047 P 02/27/02 10/03/02 38,932 49 23,369 30 (15,563 19 D 12/14/01 10/14/02 29,636 10 17,814 38 (11,821 72 P 01/23/02 10/14/02 16,953 49 10,129 76 (6,823 73 P 12/01/99 10/14/02 57,44151 118,08116 60,63965 P 03/26/01 10/14/02 61,645 41 50,33512 (11,31029' P 01/23/02 10/14/02 26,577 30 21,572 19 (5,005 11' P 02/27/02 10/14/02 17,054 20 14,381 47 (2,672 73' P 02/27/02 10/14/02 8,52610 7,793 73 (1,332 37' P 02/15/01 10/14/02 23,802 14 21,804 58 (1,997 56' D 12/14/02 10/14/02 23,268 00 12,200 83 (11,067 17' P 01/23/02 10/14/02 24,368 24 13,217 57 (11,150 67' P 09/11/02 10/14/02 26,376 86 19,317 99 (7,058 87 P 12/01/99 10/14/02 54,491 28 12,200 83 (42,290 45' P 12/09/99 10/14/02 40,891 40 8,133 88 (32,757 52 P 09/28/00 10/14/02 58,786 43 63,337 24 4,55081 P 09/28/00 10/14/02 23,384 52 27,906 15 4,521 63 P 12/01/99 10/14/02 75,643 95 78,137 21 2,49326 P 09/11/02 10/14/02 61,605 57 58,257 60 -(3,34797 P 09/11/02 10/14/02 14,216 67 13,453 05 (763 62 P 10/31/01 10/14/02 32,580 00 35,535 84 2,95584 P 01/23/02 10/14/02 39,142 83 35,535 85 (3,606 98' P 01/23/02 10/14/02 53,983 58 52,905 86 (1,077 72' P 01/23/02 10/14/02 5,39836 5,28858 (109 78 ' P 05/14/02 10/14/02 21,131 34 21,154 35 23 01 P 05/14/02 10/14/02 21,131 34 21,154 34 2300 P 05/14/02 10/14/02 10,565 67 10,577 19 1152 D 12/14/01 70/14/02 70,034 00 65,938 11 (4,095 89' D 12/14/01 10114/02 11,05800 10,40827 (64973 ; P 02/27/02 10/14/02 33,127 92 27,755 42 (5,372 50 ; P 02/27/02 10/14/02 12,422 97 10,405 26 (2,017 71' 006/26/01 10/14/02 32,038 10 36,789 34 4,751 24~ 15- 06/26/01 10/14/02 11,990 28 13,796 00 1 .80572 P 01/23/02 10/14102 28,801 36 32,790 68 3,38932 P 02/15/01 10/14/02 21,293 92 13,732 42 (7,561 50 ; P 01/23/02 10/14/02 8,14356 6,86622 (1,27734' P 01/23/02 10/14/02 6,091 69 8,86280 2,771 11 P 12/13/99 10/14/02 4,06112 5,90653 1,84541 P 12/13/99 10/14/02 4,06112 5,90653 1,84541 P 12/13/99 10/14/02 2,030 56 2,95327 92271 P 12/13/99 10/14/02 2,030 56 2,95327 92271 P 12/13/99 10/14/02 2,030 56 11 2,95327 92271 P 12/13/99 10/14/02 2.030 57 2,95327 92270 P 12/13/99 10/14/02 2,030 56 2,95327 92271 P 12/13/99 10/14/02 2,030 57 2,95427 92370 P 12113/99 10/14/02 2,030 58 ~ ~ 2,954 26 ~ 92368

12/13/99 ~ 10/14/02 ~ 23,18401 22,02859 (1,15542' P 04/18/01 10/14/02 28,619 85 22 .028 60 (6.591 25'

30P1 B90PF SCmles.m Page 4 015

7ooz wror sa,eaWe, u, Page 5 of 5

4 1 request an additional 3month extension of time until November 17 , 2003

5 For calendar year 2 0 0 2 , or other tax year begmn ng and ending

B H this tax year u for less than 12 months, check reason Initial return Final return U Change in accounting penod

7 State In dated why you need the extension

Ba If this application is for Forth 990 8L, 99PPF, 9907, 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions S 1 , 800 .

b If this application is for Form 99UPF, B90.T, 4720, or 6089, enter any refundable credits and estimated tax payments made Induce any prior year overpayment allowed as a credit end any amount paid previously with Form BBBB $ 7,645 . ,

c Balance Due. Subtract line Bb from tine Ba Include your payment with this form, or, if required . deposit with FTD coupon or, d required, by using EFTPS (Electronic Federal Tax Payment System) Sae Instructions S 0 .

Signature and Verification Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and bellef, It i5 true, correct, ark complete, and that I am authorized to prepare this form

the - To

~L~pp~EForm 8888 (12-2000) `"q

.'At .5

Form 8888 (12.2000) Page 2

" K you are filuig .for an Additional (not automatic) 3-Month Extension, complete only Part II end check this box EE

Note- Only complete Pert II H you have already been granted an automatic 3-month extension on a previously filed Form 8888.

* u you are Ana for en Automatic 3-Month Extension, complete only Part I (on page 1)

Name of Exempt Organization Employer identification number Type or

he Da croft School Foundation Inc . 23-7127046 Fn. by the member, street, end room or suite no If a P O box, see Instructions For IRS use only ertsne.E a.dials ra Al., Ns 1177 High Ridge Road rsNm s.. City, town or post office, state, end ZIP code For a foreign address, see instructions

'"'"'°°°"° tamford CT 06905

Check type of return to 6e filed (File a separate application for each return)

[] Forth 890 0 Form 990~EZ 0 Form 990 T (sac 401(a) or 40B(a) trust) D Forth 104 A EDForm 5227 0 Forth 8870

Form 890 BL M Form 990.PF ED Forth 990~T (trust other than above) 0 Form 4720 = Forth 6069

STOP, Do not complete Part II M you were not already granted an automatic 3-month extension on a previously filed Form 8868

It the organization does not have ari office or place of business In the United States, check this box 1 0

" If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEM If this is for the whole group . check this

box " = II rt a for part of the group . check this box 1 0 and attach a list with the names and EINS of all members the extension Is for

Zilre have approved this application Please attach this corm to the organization's return

We have not approved this application However, we have granted e 1 0-day grace penod from t laterRrnn below r the due date of the organlzaLOn's return (including any prior extensions) This grace period Is considered o b Nd extension-o"?b elections otherwise required to be mace on a timely return Please attach this forth to the organization's re ~ q We have not approved this application After considering the reasons stated in item 7, we canno equb§t IOIYri e - ion of time to file We are not granting the 10-day grace period ~ 1T

=We cannot consider this application because n was filed after the due date o1 the return for whit an ~~~NSeqyasted D Other

By: Director Date Alternate Mailing Address - Enter the address rt you went the copy of this application for an additional 3 month extension returned to an address different than the one entered above

Name _.lm

Type Number and street pnclude Suite, room, or apt no ) Or a P O box number or prlnt I ')pZn WTJTmtax!V ncrct

City or town, province or state, and country (including postal or ZIP code~A

Application for Extension of Time To File an Exempt Organization Return OMB No ,s,s,7os

Form 8868 (December 2000) osvlirtrIlmt of w hwury VR"nIl Rrvanue EdHO " File a for each return

Note: Form 990"T corporations requesting an automatic 6-month extension - check this box end complete Pail I only J1.0 All other corporations (including Form 990-C filers) must use Form 7004 to inquest an extension of time to 61e income tax returns Partnerships, REMICs end vests must use Form 8736 to request an extension of time [o rite Forth 1065, 1066, or 1041

Employs Identification number Type or I Name of Exempt Organization pnnl

FYw by N~ dw sale Iv filing Y0. renni S~ Ill/LVCSlOIm

Number, street, and room or suite no If a P O box, see instructions

City. town or post office . stets, and ZIP code For a foreign address, see instructions

::sear as41i"Ot

If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box If you are filing for an Additional (not automatics 3-Month Extension, complete only Part II (on page 2 of this form)

Note: Do not complete Pert II unless you have already been granted en automatic 3-month extension on a previously filed Form B86&

Part I Automatic 3-Month Extension of Time - Only submit original (no tames �ceded)

Check type of return to be filed(fib e separate application for each return)

0 Form 990 0 Form 99PT (corporation) 0 Form 4720 Forth 990-BL D Form 990~T (sec 407(x) or 40B(e) trust) 0 Form 5227

0 Form 990 ¢ 0 Form 890.7 (trust other then above) 0 Form 6069 Form 990 PF ~ Form 7041 A = Forth 8870

" H the organization does not have an office or place M business in the United States, cheek this box If this Is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for the whole group, check this

box 1 0 If It Is for pert of the group, check this box 10- = and attach a list with the names and Me of ell members we extension will cover

7 I request an automatic 3-month (Gmonth, for 980"7 corporation) extension of time until AL3QllB t 15, 200 3 to file the exempt organization return for the organization named above the extension is for the organization's return for " EYI calendar year 2 0 U 2 or 1 [:3tax year beginning , and ending

2 If this tax year Is for less than 12 months, check reason 1:3 Initial return 0 Final return ~ Change m accounting period

3a If this application is for Form 990 BL . 990 PF, 990T . 4720, or 6069, enter the tentative tax, less any nonrefundable credits See instructions S 0

b 11 this application is for Form 99aPF or 99pT, enter any refundable credits and estimated tax payments made Include any prior year overpayment allowed as a credit $ 7 ,6 45 .

Belches Due. Subtract line 3b horn line 3a Include your payment with this form, or. If required, deposit with FTD coupon or, A required, by using EFTPS (Electronic Federal Tax Payment System) See Instructions

Signature end Verification

Under Denalnes of penury, I declare that I have aramlned this form, including accompanying schedules and statements, and to the test of my knowledge and belief, it is true, correct, and complete, and that I am authorized to prepare this form

SipnaNfO " Title t Date 1 LHA Far Paperwork Reduction Act Notice, see Instruction Form 8868 (12-2000)

fnr,n 99d-pf return of private foundation990s.foundationcenter.org/990pf_pdf_archive/237/... ·...

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