f Form 990-PF q Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust

Department of the Treasury Treated as 8 Private Foundation ` Internal Revenue Service Note: The organization riia be able t0 use 8 copy 01 this return t0 satisfy state reporting

I For calendar year 2004, or tax year beginning , 2004, and ending

OMB No 1 5 4 5- 0052

2004 20

G Check all that apply: 0 initial return E] Final return 0 Amended return [I Address change E] Name change

Use the IRS 'game or organizauon label . De N J~v0 i7NAlF ~J Ti9c~r6P ~M/L r F 7-lo "V

Otherwise, Number and street (or P 0 box number if mail is not delivered to street address) Room/suite print

or type. 57.407 AV, al,40"W710 &1,4Y See Specific city or town, state, and ZIP code Instructions .

H Check type of organization: 0 Section 501(c)(3) exempt private foundation Section 4947(a)(1) nonexempt charitable trust X Other taxable private foundation

I Fair market value of all assets at end J Accounting method : X Cash [I Accrual of year (from Part 11, col. (c), ~ Other (specify) ----------------------------line 16) " $ .y 9 (Part l, column (d) must be on cash basis .)

Analysis of Revenud .and Expenses (The total of (a) Revenue aid amounts in columns (b), (c), and (d) may not necessarity equal I expenses per I ro) Net mN the amounts in column (a) (see page 11 0f the instructions)) books inco

C If exemption application is pending, check here " D

D 1. Foreign organizations, check here . . " 0

2. Foreign organizations meeting the 85% test, check here and attach computation , " 0

E If private foundation status was terminated under section 507(b)(1)(A), check here . III- El

F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here . " D

(d) Disbursements ;tment (c) Adjusted net I for charitable r income purposes

(cash basis only)

1 Contributions, gifts, grants, etc , received (attach schedule) 2 Check " 1:1 if the foundation is not required to attach Sch . B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 5a Gross rents . . b Net rental income or (loss)

30 6a Wet' gain or (loss) from sale of assets not on line 10 b Gross sales price for all assets'on line 6a -4841-T0

d 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain . 9 Income modifications .

. c' Oa Gross sales less returns and allowances b Less : Cost of goods sold . c Gross profit or (loss) (attach schedule)

1 Other income (attach scheduled 1,2 Total. Add lines 1 through 11 3 Compensation of officers, directors, trustees, etc. 14 Other employee salaries and wages .

Pension plans, employee benefits . a Legal fees (attach schedule).

y b Accounting fees (attach schedule) :-" -c Other professiona[,a atiach .schedule)

Interest . . . . ` .~~~~I~~~ . Taxes (attach schedpa ~o "C 1~ l~C 1 Y o

attae uI~ d de,~ le i n Q 19 20

DeOccupancyreciation (', . F'.Pi ~ ~ .LJ4 c~

21 Travel, conference 22 Printing and publi~~~~~9 23 Other expenses (24 Total operating and administrative expenses .

Add lines 13 through 23 . 25 Contributions, gifts, grants paid

ez /81

27 Subtract line 26 from line 12 : a Excess of revenue over expenses and disbursements h 71 7.Z , b Net investment income (if negative, enter =0-) / g7'8 c Adjusted net income (if negative, enter -0-) .

For Privacy Act and Paperwork Reduction Act Notice, see the instructions. Cat . No 112s9x Form 990-PF (2004)

l7

A Employer identification number

?/ i / .9 tM27Z B Telephone number (see page 10 of the instructions)

/.

/f'2

Page 2 Form 990-PF (2004

r

t .

- . .~, . 1 1,99 77,6 !Y846 4,06 � . ;

'~86 606 ~9377e

~93728 Xl866,A6 Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year-Part 11, 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) 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 .

Form 990-PF (2ooa)

Balance Sheets Attached schedules and amounts in the description column should be for end-of-year amounts only (See instructions )

1 Cash-non-interest-bearing . 2 Savings and temporary cash investments 3 Accounts receivable 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . Less: allowance for doubtful accounts " . . . . . . . . . . . . . . . . . . . . . 4 Pledges receivable " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . .

Less : allowance for.doubtFul,accounts " .. . . . . . . . . . . . . . . . . . . : . 5 Grants receivable . . . .

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 " . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

S Inventories for sale or-use . . Q 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) to . . . .. . . . . . . . . . . . . . .

12 Investments-mortgage loans 13 Investments-other (attach schedule) . . . , . 14 Land, buildings, and equipment ,basis,t..____._ .__:,_:,_, :_i . . .

Less . Less . accumulated depreciation (attach schedule) " . . . . . . . . . . . . . . . . . . 15 Other assets (describe "_______ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ) 16 Total assets (to be completed by all filers-seepage 16 of

the instructions . Also, see page 1, item I)

17 Accounts payable and accruecl,expenses 18 Grants payable . . . . .

d 19 Deferred revenue . . . . . 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable (attach schedule)

-i 22 Other liabilities (describe " . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . )

23 Total liabilities (add lines 17 through 22). . . . .

Organizations that follow SFAS 117, check here lo- El H and complete lines 24 through 26 and lines 30 and 31 .

24 Unrestricted . . . . . . 25 Temporarily restricted . . . 26 Permanently restricted . .

Organizations that do not follow SFAS 117, check here 10- El and complete lines 27 through 31 .

p 27 . Capital stock, trust principal,, or current funds, , 28 Paid-in or capital surplus, or land, bldg ., and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds 30 Total net assets or fund balances (see page 17 of the

instructions) . . . . . . 31 Total liabilities and net asses/fund balances (see page 17 of

,ginning of year F4id of year (a) Book Value (b) Book Value (c) Fair Market Value

.z7 9 s' 5,141 17 117

3l 63 o2 3 3.293 Z 72 ~ y3 1 y.2 /SO z 90 , ..

- _ x ~ .-- - ---

y93-?~8 9~ 606 3'f9 9#T ~`. ~`t

a.n . E .

T

O D J

Page 3 Form 990-PF (2004)

Ca iftlil Gain§ and Losses for Tax on Investment Income (e) List and describe the kind(s) of property sold (e g., real estate, (b) How acquired (c) Date acquired (d) Date sold 2-story buck warehouse; or common stock, 200 shs. MLC Co.) Purchase (mo., day, yr.) (mo., day, yr.) D--Donation

14 hew .S'c u

(e) Gross sales puce (fl Depreciation allowed (g) Cost or other basis (h) Gain or Qoss) Or allowable) plus expense of sale (e) plus (Q minus (g)

b c d e

a b c d e

a b c d

i in column (h) and owned by the foundation on 12/31/69 m Gams (Col . (h) gain minus 01 Adjusted basis (1) Excess of cot (q cot . (k), but not less than -a) or as of 12/31/69 over cot (), if any Losses (from cot (h)) (Q F.M .V . as of 12/31/69

1 Enter the appropriate amount in each column for each year ; see page 18 of the instructions before making any entries .

Base peaod years Adjusted qualifying distributions Net value of nonchantable-use assets Distribution ratio Calendar year (or tax year beginning in) (cot (b) divided by cot (c

2003 .428'r3 -X170 ~S3 -~ . ayBS 2002 .22 7SB '91Y719 7A , n S'n4

O 1 Do0

0, iS57

,a3o9

4 silo 7~f~

s 15968 X99 --

5 Multiply line 4 by line 3 . . . . . . . . . . . . , . . . , . . . I ,

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

7 Add lines 5 and 6 . . . . . . . . . . , . . . , , . . , . . . . . . '7 A~O ~6 7

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 1 b, and complete that part using a 1 % tax rate . See the Part VI instructions on page 18 .

Form 990-PF (2ooa)

for assets

2; Capital gain net income or (net capital loss) If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7 } 2 570.2

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) .

Jf (loss), enter -0- in Part I, line 8 . . . .

3 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 organization liable for the section 4942 tax on the distributable amount of any year in the base period? El Yes El No If "Yes," the organization does not qualify under section 4940(e). Do not complete this part .

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

4 Enter the net value of noncharitable-use assets for 2004 from Part X, line 5 .

b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney -General (or cl'esignate) of each state as required by General Instruction G7 If "No," attach explanation . 8b

9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3) J I or 4942(j)(5) for calendar year 2004 or the taxable year beginning in 2004 (see instructions for Pan XIV on ---

page 25)7 If "Yes," complete Part XIV . . . . . . . . . . . . . 10 Did any persons become substantial contributors during the tax year? If "Yes,"attach a schedule listing their names and addresses . 10 X

11 Did the organization comply wit the public inspection requirements for its annual returns and exemption application? 11

12 --------------------------------------------------------------------------- ----Web site address " W114 114 ---- - --------------- ---- -

-- - ----------------------------------------------------------------------- ----- 12 The books are in care of't _po!?%AL~___!~._6~eP.------------------------ Telephone no . " .~OQ~tfB7~~7/8 Located at~" .Q,.577_WA.oATO._WA__________ ._ ._ . ._ ZIP+4 "

13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041-Check here . . . . . " D and enter the amount of tax-exempt interest received or accrued during the year . 10- 1 13 1

Form 990-PF (2000)

Form 990-PF (2004) Page 4 Excise Tax Based on Investment Income Section 4940 (a), 4940 (b ), 4940(e ) , or 4948-see e 18 of the instructions

1a Date of ruling etterdations-described-in

attach copy of ruling letter ifOnec ssary-see /instructions) V1 ~ , b Domestic organizations that meet the section 4940(e) requirements in Part V,' check DD

here " X and enter 1 % of Part I, line 27b . . . . . , . . . . . . . . . `%~e ~ k` c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part 1, line 12, col (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only . Others enter -0-) 2 d

3 Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 9Q o0

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) . 4 O

5 Tax based on investment income . Subtract line 4 from line 3 . If zero or less, enter -0- . 5 .0 40 6 Credits/Payments : a 2004 estimated tax payments and 2003 overpayment credited to 2004 6a _ } .`

b Exempt foreign organization s-tax withheld at source . . , , 6b , ,

c Tax paid with application for extension of time to file (Form 8868) 6c ° d Backup withholding erroneously withheld . . . . . . , , , 6d

D y 7 Total credits and payments. Add lines 6a through 6d . . . . . . . . . . . . . . 7 8 Enter any penalty for underpayment of estimated tax . Check here F-1 if Form 2220 is attached . 8 9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . . " 9 ~9 00

10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . . " 10 11 Enter the amount of line 10 to be : Credited to 2005 estimated tax " Refunded " 11

" Statements Regarding Activities

1a During the tax year, did the organization attempt to influence any national, state, or local legislation or did Yes No

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 page '19 of the instructions for definition)? . . . , . . . . . . . . .

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 organization in connection with the activities .

c Did the organization file Form 1120-POL for this year? . . . . . . . d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: 'h°

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

on organization managers. " $ ' . 2 Has the organization engaged m 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 the IRS, in its governing instrument, articles =

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes . 3 X 4a Did the organization have unrelated business gross income of $1,000 or more during the year? . , , 4a b If "Yes," has it filed a tax return on Form 990-T for this year? . . . . . . , . . . , , , 4b

5 Was there a liquidation, term inatidn ; disScyution, or substantial contraction during the year? . If "Yes," "attach the statement requiiQd,by' General Instruction T.

6 Are the requirements of section 506(e) (relating to sections 4941 through'4945) satisfied either. r. " By language in the governing instrument, or " By state legislation that effectively amends the governing instrument so that no mandatory directions -

that conflict with the state law remain in the governing instrument? . . 7 Did the organization have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the

instructions) ---~---------------------------------------------------------------- ' . ' ~�'

Page rJ Form 990-PF(2004)

Activities for Which Form 4720 Ma

6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . , . . . . . , . . . . . . 0 Yes D No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If you answered "Yes"- to 6b . also file Form 8870. '

Form 990-PF (2004)

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No

1a During the year did the organization (either directly or indirectly) : (1) Engage in the sale or exchange, or leasing of property with a disqualified person? 0 Yes Z No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? . . . . . . . . . . . . ' . . . . . . . . Yes EP No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? El Yes Rr No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? 0 Yes H No (5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? . . . . . . . . . . . . Yes N No' (6) Agree to pay money or property to a government official? (Exception . Check "No"

if the organization agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days .) . . . . D Yes 8 No

b If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulation 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 . . . . . " 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 2004? . . . . . . . . , is

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 49420(3) or 49420(5)):

a At the end of tax year 2004, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2004? . . . . , . . . . . . Yes D No If "Yes," list the years " 20 Q3 , 20 . _ . . , 20 . . . _ , 20 .. . . .

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 49421(a)(2) to all years listed, answer "No" and attach statement-see page 20 of the instructions .) .

c If the provisions of section 4942(x)(2) are being applied to any of the years listed in 2a, list the years here . " 20 .__ . , 20 _ . . . , 20 .. . . , 20 -----

3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? . . . , . . , . . . . . . . . . D Yes M No

b If "Yes," did it have excess business holdings in 2004 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved 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 determ' e if the organization had excess business holdings in 2004 .) . . . . . . . . . . , . . . N

4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable

purpose that had not been removed from jeopardy before the first day of the tax year beginning m 2004? . 5a During the year did the organization pay or incur any amount to: .

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? El Yes [K No (2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration dove? . . . . . . . . . . Yes 0 No (3) Provide a grant to an individual for travel, study, or other similar purposes? . . . El Yes 9 No (4) Provide a grant to an organization other than a charitable, etc., organization described

m section 509(x)(1), (2), or (3), or section 4940(d)(2)? . . . . . . . . . . D Yes ~ 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? . . D Yes ,~ No b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described m

Regulations section 53.4945 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 . . N/A . " D

c If the answer is "Yes" to question 5x(4), does the organization claim exemption from he tax because it maintained expenditure responsibility for the grant? . . . 1'11A? 0 Yes 0 No If "Yes," attach the statement required by Regulations section 53.4945-5(d) .

2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ------------------- . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3

4

Form 990-PF (zooa)

Forth 990-PF (2004) Page s

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see age 20 of the instructions). a Name and address (b) hours

and 9e

(c) Compensation (d) Contributions to (e) Expense account, per week (H not paid, enter employee benefit plans other allowances devoted to position -0-) and deferred compensation

9 U1,~ w 3l z -o- -~- _O-

Ae!Ie_ ~Y,._Sf4 e. . . . . . ------------------------ , w 3/ /i

~.~_4un1-M s~~$~-'--L------~-----~- ---------- J~, %.eas~e~P !S ~~~5 ~fCwlfl.eT n /[iI' rLf/~ill~~Q 47A6`Y ~ I -~ - I " a " I - C

2 Compensation of five highest-paid employees (other than those included on line 1-see page 21 of the instructions) . If none, enter "NONE:"

(b) Title and average (d) Contributions to (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation employee benefit (e) Expense account,

devoted to position I I plans and deferred I other allowances compensation

Total number of other employees paid over $50,000 . 3 Five highest-paid independent contractors for professional services--see page 21 of the instructions) . If none, enter

"NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation

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

Total number of others receiving over $50,000 for professional services

MIT M, 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 Expenses of organizations and other beneficiaries served, conferences convened, research papers produced, etc.

Page 7 Form 990-PF (2004)

Summary of Program-Related Investments (see page 22 of the instructions) Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.

1 Amount

2

I . Add lines 1 through 3 ~ . Minimum Investment Return (All domestic foundations must complete this part . Foreign foundations,

see page 22 of the instructions .)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes : Average monthly fair market value of securities . . . . . . . Average of monthly cash balances . . . . . . . . . . . . Fair market value of all other assets (see page 22 of the instructions) Total (add lines 1a, b, and c) . . . . . . . . . . . . . Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) . . . Acquisition indebtedness applicable to line 1 assets . . . . . Subtract line 2 from line 1d . . . . . . . . . . . . . Cash deemed held for charitable activities. Enter 11/2% of line 3 (for greater amount, see page 23 of the instructions) . . . . . . . . . . . . . . . . Net value of noncharitable-use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 Minimum investment return Enter 5% of line 5

1

5 6

1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: a Expenses, contributions, gins, etc.-total from Part I, column (d), line 26 . . . . . . . , 1a zV3z b Program-related investments-total from Part IX-B . . . . . . . . . , . . . . . 1b o

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 D

3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) . . . . . . . . . . . . . . . . . , 3a 1 40 b Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . 3b

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

income. Enter 1 % of Part I, line 27b (see page 24 of the instructions) . 6 Adjusted qualifying distributions . Subtract line 5 from line 4 . . . . . . . , . . , s 033

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.

Form 990-PF (2ooa)

All other program-related Investments. See page 22 of the Instructions 3

a b c d e

2 3 4

Distributable Amount (see page 23 of the instructions) (Section 49420(3) and (j)(5) private operating foundations and certain foreign organizations check here " El and do not complete this part .)

.2583 1 Minimum investment return from Part X, line 6 . . . . . . . . . . .

. . . 1

2a Tax on investment income for 2004 from Part VI, line s . . . . . . 2a

b Income tax for 2004 . (This does not include the tax from Part VI .) . . 2b O

c Add lines 2a and 2b . . . . . . . . . . . . . . . . . . . . . . . , , 2c

3 Distributable amount before adjustments . Subtract line 2c from line 1 . . . . . . . . . 3 4 Recoveries of amounts treated as qualifying distributions . . . . . . . . . . . . . 4 D

5 Add lines 3 and 4 . . . . . . . . . . . . . . . . 6 Deduction from distnbutable amount (see page 23 of the instructions) . . . . . . , . . 8 O

7 Distributable amount as adjusted . Subtract line 8 from line 5 . Enter here and on Part XIII, ~s638 line 1 7

Qualifying Distributions (see page 23 of the instructions)

Form 990-PF (2004) Page 8

Undistributed Income (see page 24 of the instructions)

(a) (b) (c) (d)

1 Distributable amount for 2004 from Part XI, Corpus Yeas prior to 2003 2003 zooa

line 7 . . . . . . . . . . . . . ' _< .A , . , .5638

2 Undistributed income, if any, as of the end of 2003: � , M >- -r , a Enter amount for 2003 only . . . , . 5g- ~ °~ °` ` b Total for prior years: 20 ,20 ,20 3 Excess distributions carryover, if any, to 2004 : a From 1999 . . . . . . ° °-b From 2000 . . . . . c From 2001 . . . . . d From 2002 . . . . . s= ° e From 2003 . . . . . °` ` f Total of lines 3a through e . . . . , . D

4 Qualifying distributions for 2004 from Part - ~ ~ rXII, line 4: " $ ~° y ° ° °

:a Applied to 2003, but not more than line 2a ,f 9 e` /8/66

~b Applied to undistributed income of prior years (Election required-see page 24 of the instructions)

c ~ ~Tr4ted as distributions out of corpus (Election required-see page 24 of the instructions)

sy a q d Applied to 2004 distributable amount . . = ~y- A e. Remaining amount distributed out of corpus d 5 . Excess distributions carryover applied to 2004

(If an amount appears in column (d), the > , same amount must be shown in column (a).) - ° ° ° - '° < "

6 ;Enter,t}he net total of each column as 3 , � >. . indicAted below:

a Corpus. Add lines 3f, 4c, and 4e . Subtract line 5 b Prior years' undistributed income . Subtract , n° Y

. line 4b from 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) , . e tax has been previously assessed .

d Subtract line 6c from brie 6b. Taxable e° °° "Y~ ° ° ' amount-see page 25 of the instructions

e Undistributed income for 2003 . Subtract line - . ° - ° 4a from line 2a . Taxable amount-see page " ` ' ~ ` ' , O 25 of the instructions . . . . . . . °° ° " ` ` °°

f Undistributed income for 2004 . Subtract lines 4d and 5 from line 1 . This amount must t ' °r be distributed in 2005 . . . . . . . ~ ° ' ° '" `

7 ' Amounts treated as distributions out of 9 ° -corpus to satisfy requirements imposed by ' ' section 170(b)(1)(E) or 4942(8)(3) (see page 25 of the instructions)

8 Excess distributions carryover from 1999 not r applied on line 5 or line 7 (see page 25 of the instructions)

9 Excess distributions carryover to 2005 . x .Subtract lines 7 and S from line 6a . . . 0

10 Analysis of line 9: ~ ., ° , � � < . . , a Excess from 2000. b Excess from 2001 . . . c Excess from 2002 d Excess from 2003. . . °^ ° ° ` w L .. ..-nn ------- .-- nnnA

Form 990-PF (2004)

Form 990-PF (2004) Private O eratin Foundations see page 25 of the instructions and Part VII-A, question 9

1a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2004, enter the date of the ruling .

b Check box to indicate whether the organization is a private operating foundation described in section D 49420(3) or Prior 3 ears

2003 (c)2002 (d) 2001 (e) Total

(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)(iu)

(3) Largest amount of support from an exempt organization

(4) Gross investment income

FOUM Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year-see page 26 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 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).)

5,c .v e, r . 4S7 &/, /d k

Form 990-PF (2004)

Page 9

2a Enter the lesser of the adjusted net Tax e, income from Part I or the minimum (a) 2004 investment return from Part X for each year listed

b 85% of line 2a

c Qualifying distributions from Part XII, line 4 for each year listed

d Amounts included in line 2c not used directly (or active conduct of exempt activities .

e qualifying distributions made directly far 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 ya

of minimum investment return shown in Part X, line 6 for each year listed

c "Support" alternative test-enter

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest .

/A/o /! e 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs :

Check here " Dd if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the organization makes gifts, grants, etc. (see page 26 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom applications should be addressed:

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

c Any submission deadlines.

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:

Form 990-PF (2004) Page 10

F701 M. Supplementary Information (continued)

Form 990-PF pooa>

Form 990-PF (2ooa)

Forth 990-PF (2004) Page ~ 1

I " Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated . Unrelated business income Excluded by section 512, 513, or 514 (e) Related or exempt

(a) (b) (c) (c) function income Business code Amount Exclusion code Amount (See page 26 of

th ' t 1 Program service revenue: e ins ructions.)

a b c d e

g Fees and contracts from government agencies 2 Membership dues and assessments . 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities I

i 5 Net rental income or (loss) from real estate : a Debt-financed property

i b Not debt-financed property . 6 Net rental income or (loss) from personal property

I 7 Other investment income . 8 Gain or (loss) from sales of assets other than inventory

i 9 Net income or (loss) from special events . 10 Gross profit or (loss) from sales of inventory 11 Other revenue: a

b c d e

12 Subtotal . Add columns (b), (d), and (e) . . . z0061~ 13 Total. Add line 12, columns (b), (d), and (e) . . . . . . . . . . . . . . . . . 13 20060 (See worksheet in line 13 instructions on page 26 to veri fy calculations .

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No. 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). (See page 27 of the instructions .)

Form 990-PF (2004) Page 1 2

Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Did the organization directly or indirectly engage in any of the following with any other organization described in section Yes No

501 (c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations a Transfers from the reporting organization to a noncharitable exempt organization of

1a(1) (1) Cash . . . . . . . . . . . . . . . . . . . . . . . i a(2) fC (2) Other assets . . . . . . . . . . . . . . . . . . .

b Other transactions : (1) Sales of assets to a nonchantable exempt organization . . . . . . 1 b(l)

1b2 (2) Purchases of assets from a noncharitable exempt organization . . . (3) Rental of facilities, equipment, or other assets . . . . . . . . . . . . . . . . . . . 1 b(3)] X (4) Reimbursement arrangements . . . . . . . . . . . . . . . . . . . . . , , , 1b 4

X (5) Loans or loan guarantees . . . . . . . . . . . . . . . . . . . . . . , . , 1 b(5) (6) Performance of services or membership or fundraising solicitations . . . . . . . . . , , , 1b(6) X

c Sharing of facilities ; equipment, mailing lists, other assets, or paid employees d If the answer to any of the above is "Yes," complete the following schedule . Column (b) should always show the fair market

value of the goods, other assets, or services given by the reporting organization . If the organization received less than fair market value m any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received .

(c) Name of noncharitable exempt organization I (d) Description of transfers, transactions, and sharing

2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described m section 501(c) of the Code (other than section 501(c)(3)) or in section 527? . . . . . . 0 Yes El No

b If "Yes," complete the following schedule . (a) Name of organization (b) Type of

schedules and statements, and to the best of my knowledge and

Z C

N

N

O Preparer's' signature

20 d =ii Firm's name (or yours if

self-employed), address, and ZIP code

(a) Line no.1 (b) Amount involved

Under penalties of penury, I declare that I have examined this return, including belief, it true, correct, and complete Declaration of preparer (other th'

T I Signature of officer or truste

(c) Description of relationship

Part II Line lOc Description Book Value Fair Mkt. Value

Vanguard Total Bond Mkt. Index Fund 100,861 103,999 Vanguard Long Term Corp. Bond Fund 42.281 46.291

$143,142 $150,290

990 PF 2004 Required Schedules

Part I Line 18 2003 United States Income Tax $157

Part I Line 23 Washington State Filing Fee $25

Pan II Line lOb Description Book Value Fair Mkt. Value

Vanguard Growth & Income Fund $97,289 $101,328 Vanguard Health Care Fund 88,152 103,665 Vanguard International Growth Fund 33,764 30,089 Vanguard REIT Index Fund 54,465 83,575 Vanguard Total Stock Mkt. Index Fund 69,431 74,638

$343,101 $393,295

Account Summary abort-term various .000 $0 .00 $0.00 $0 .00 $0 .00 80 .00

27,147 .80 902 .20 0 .00 902 .20

Form 980-PF (2004) paus $

" Capital Giains and Losses for Tax on Irnesfinent Income TOTAL BOND MKT INDEX INV Two. VA,4.*aARa j!;~Roup . Fund/Account number : 0084109929334324 Holding Dates Shares Redemption Average Total min Disallowed Total gain or period sold roelessed proceeds cost basis or (loss) loss amount (Allowably loss)

Short-term 01/07 .000 $0 .00 $0 .00 60 .00 $0 .00 $0 .00 Long-term 01/07 96 .805 1,000 .00 962 .78 37 .22 0 .00 37 .22 Short-term OZ/26 .000 $0 .00 $0 .00 $0 .00 $0 .00 $0 .00 Long-term 02/26 192 .123 2,000 .00 1,911 .09 88.91 0 .00 88 .91 Short-term 07/23 .000 80 .00 $0 .00 $0 .00 $0 .00 $0 .00 Long-term 07/23 250 .984 2,550 .00 2,498.07 51 .93 0 .00 51 .93 Short-term 09/16 -- ----- --:00~--- ...__ . 80:80 ---- ----64.-0t1-- - --- - - $O .04- -- - -- -----$O .OQ _ $0 .00 Long-term 09/16 193 .424 2,000 .00 1,925 .56 74 .44 0.00 74 .44 Short-term 09/27 .000 00 .00 $0.00 00 .00 80.00 $0 .00 Loop-term 09/27 193 .424 2,000 .00 1,925.56 74 .44 0.00 74 .44 Short-term 10/25 .000 $0 .00 $0.00 $0 .00 $0 .00 $0 .00 Long-term 10/25 96 .525 1,000 .00 961 .03 38 .97 0.00 38 .97 Short-term 10/27 .000 $0 .00 $0.00 00 .00 $0.00 $0 .00 Long-term 10/27 96 .899 1,000 .00 964.76 35 .24 0 .00 35 .24 Short-term 11/22 .000 $0 .00 $0.00 $0 .00 $0 .00 $0 .00 Long-term 11/22 145 .773 1,500 .00 1,451 .56 48 .44 0 .00 48 .44 Short-term 11/30 .000 $0 .00 $0.00 $0 .00 $0 .00 $0 .00 Long-term 11/30 146 .771 1,500 .00 1,461 .65 38 .35 0 .00 38 .35 Snort-term 12/01 .000 $0 .00 $0.00 $0 .00 $0.00 $0 .00 Long-term 12/01 97 .847 1,000 .00 974.43 25 .57 0 .00 25 .57 Short-term 12/01 .000 $0 .00 $0.00 $0 .00 $0 .00 $0 .00 Long-term 12/01 97.847 1,000 .00 974.43 25 .57 0 .00 25 .57 Short-term 12/02 .000 $0 .00 00 .00 $0 .00 $0 .00 $0 .00 Long-farm 12/02 97.943 1,000 .00 975.38 24 .62 0 .00 24 .62 Short-term 12/03 .000 $0 .00 80 .00 $0 .00 $0 .00 $0.00 Long-term 12/03 97.466 1,000 .00 970.63 29 .37 0 .00 29.37 Short-term 12/03 .000 $0 .00 $0 .00 $0.00 $0 .00 $0.00 Lonq-term 12/03 97.466 1,000 .00 970 .63 29.37 0 .00 29 .37 Short-term 12/06 ..000 $0 .00 $0 .00 80.00 $0 .00 $0 .00 Long-term 12/06 389 .105 4,000 .00 3,874 .98 125 .02 0 .00 125 .02 Short-term 12/08 .000 $0 .00 $0 .00 $0 .00 $0 .00 $0 .00 Long-term 12/08 96 .899 11000.00 964.99 35 .01 0 .00 35 .01 Short-term 12/13 ~ y .000 $0 .00 $0.00 $0 .00 $0 .00 90 .00 Long-term 12/13 193 .986 2,000 .00 1,931 .85 68 .15 0.00 68 .15 Short-term 12/15 .000 $0 .00 $0.00 80 .00 $0 .00 $0 .00 Long-term 12/15 96 .805 1,000 .00 964.05 35 .95 0 .00 35 .95 Short-term 12/22 .000 $0 .00 80.00 $0 .00 $0 .00 $0 .00 Long-term 12/22 48.638 500 .00 484.37 15 .63 0 .00 15 .63

Long-term various 2,726 .730 88,050 .00

1

The Don & Anne Stager Family Foundation 91-1943272 Giving for 2004

Part XV Supplementary Information 3a Grants and Contributions Paid During the Year

Name and SddI~C88 If a roc1Pknt Foandatbn status of Purpose of grant Amount is an Indivbd .. gee lent Cadence International NIA Public Charity Ministry to Armed Forces Youth $2000 PO Box 1268 Overseas En lewood, CO 80150 Good Shepherd Comm.Church N/A Organized Capital Improvement Fund $2000 28986 Haley Rd. Church Boring, OR 97009 Hope House NIA Public Charity Shelter for abused Women $1000 PO Box 2365 Redwood City CA 94064 Portland Rescue Mission N/A Charitable Ministry to the poor and homeless $1000 334 MN First Ave. Ste SO Foundation Portland, OR 97209 Lake Chelan Community N/A Charitable Help purchase new equipment for the $1000 Hospital Foundation hospital . P.O.Box 1911 Chelan, WA 98816-1911 Long Island Youth Guidance NIA Public Charity Support ministry to troubled youth $1000 505 Grand Blvd Deer Park, NY 11729 Manson School District X19 N/A Public School Help all students to have musical $2000 High School Music Department District experience. P.O.Box A Manson, WA 98831-9595 North Shore sable church N/A Organized Capital Improvement Fund $3550 P.O.Hox 391 Church Manson, WA 98831 Northwest Medical Teams, N/A Public Charity Provide worldwide help to those with $1000 International, Inc . medical needs. P.O.Box 10 Portland, OR 97207-0010 olCw N/A Public Charity Job training for those with drug and $1500 1200 O'Brien Drive crime history Menlo Park, CA 94025 samararin House N/A Public Charity Shelter, care and education for needy $1000 1515 So . Claremont St . San Mateo CA 94402 Second Harvest Food Bank N/A Public Charity Food program for needy $1500 750 Curtner Ave. San Jose CA 95125 Sequoia Hospital Foundation N/A Charitable Hospital care and equipment $1000 170 Alameda de las Pulgas Foundation San Curbs CA 94062 Samaritan's Purse N/A Public Charity Physical and spiritual aid to the Middle $2000 PO Box 3000 East, So. Asia and other crisis areas Boone, NC 28607-3000 Stanford Engineering NIA Educational Engineering student scholarships $500 Leland Stanford Jr. University Institution 326 Galvez St Stanford, CA 94305fi105 Union Gospel Mission, N/A Public Charity Shelter and ministry for Men and $4000 1224 East Trent Women

I Spokane. WA 99201

N/A I Public Charity I Worldwide relief of human suffering ~ 1 $1000 World Relief 7 E. BalUmore SL Baltimore, MD, 21202-1602 Total

0~