Document G55Rvgojm2zX4qjwzN0k7m1D4

ENVIRONMENTAL RESEARCH FOUNDATION FINANCIAL REPORT (Prepared On A Cash Basis) NOVEMBER 30, 1989 (Unaudited) 000446 Milgrom. Galuskin, Rosner & Company Certified Public Accountants. P.C. ENVIRONMENTAL RESEARCH FOUNDATION (Prepared on A Cash Basis) NOVEMBER 30r 1989 (Unaudited) CONTENTS Accountants' Review Report Financial Statements: Statement of Assets, Liabilities and Fund Balance - Cash Basis Statement of Support, Revenues, Expenses and Changes in Fund Balance - Cash Basis Notes to Financial Statements Supplementary Information: Accountants' Review Report on Supplementary Information Schedule of Grants Schedule of Expenses Page 1 2 3 4 6 7 8 000*147 Milgrom, Galuskln, Rosner & Company Certified Public Accountants. P.C. Milgrom, Gaiuskin, Rosner & Company Certified Public Accountants. P.C. Board of Directors Environmental Research Foundation Princeton, New Jersey We have reviewed the accompanying statement of assets, liabilities and fund balance - cash basis of Environmental Research Foundation as of November 30, 1989, and the related statement of support, revenues, expenses and changes in fund balance - cash basis for the year then ended, in accordance with standards established by the American Institute of Certified Public Accountants- All information included in these financial statements is the representation of the management of Environmental Research Foundation. As described in Note 1, the Foundation prepares its financial statements on the basis of cash receipts and disbursements except that the statements include a provision for depreciation of property and equipment. Accordingly, the accompanying financial statements are not intended to present the company's financial position in conformity with generally accepted accounting principles. A review consists principally of inquiries of company personnel and analytical procedures applied to financial data. It is substantially less in scope than an audit in accordance with generally accepted auditing standards, the objective of which is the expression of an opinion regarding the financial statements taken as a whole. Based on our review, we are not aware of any material modifications that should be made to the acompanying financial statements in order for them to be in conformity with the basis described in Note 1. ^ 4 cov*. h a J L u a l& r t' P f t g h e r V Milgrom,' Gaiuskin, Rosner&CompanyT Certified Public Accountants, P. CV Edison, New Jersey May 16, 1990 2025 Lincoln Highway Edison New Jersey 08817 (201) 287-9000 118 Madison Avenue New York New York 10016 (212) 696-4600 FAX (201) 287-8516 000448 2 ENVIRONMENTAL RESEARCH FOUNDATION STATEMENT OF ASSETS, LIABILITIES, AND FUND BALANCE - CASH BASIS NOVEMBER 30, 1989 (Unaudited) ASSETS Cash Property and equipment less accumulated depreciation of $5,776 (Note 2) TOTAL ASSETS $ 80,590 14,630 $ 95,220 LIABILITIES AND FUND BALANCE Payroll taxes payable Fund, balance TOTAL LIABILITIES AND FUND BALANCE $ 671 94,549 $ 95,220 See accountants' review report and notes to financial statements. C0(M49 Milgrom, Galuskin, Rosner & Company C&vfiea Puttie Accountants. P.C.  1' ENVIRONMENTAL RESEARCH FOUNDATION 3 STATEMENT OF SUPPORT,-REVENUES, EXPENSES AND CHANGES IN FUND r BALANCE - CASH BASIS FOR THE YEAR ENDED NOVEMBER 30, 1989 (Unaudited) Support and Revenues: Support: Grants Revenues : Publication sales Contributions Computer consulting Total Total Support and Revenues Expenses - Excess of Support and Revenues Over Expenses Fund Balance - Beginning Fund Balance - Ending $ 171,500 18,167 3,640 1,000 22,807 194,307 105,485 88,822 5,727 $ 94,549 See accountants1 review report and notes to financial statements. 000450 Milgrom, Galuskin, Rosner & Company Certified Public Accountants. P C. #. ENVIRONMENTAL RESEARCH FOUNDATION -4 NOTES TO FINANCIAL STATEMENTS NOVEMBER' 30, 1989 (Unaudited) Note 1 - Summary of Significant Accounting Policies: Organization The Environmental Research Foundation ("The Foundation") is a New Jersey not-for-profit organization whose purpose is to provide the general public with useful information about environmental problems, to enhance democratic decision making in the development of public policies leading to solutions. Basis of Accounting The Foundation's policy is to prepare its financial statements on the basis of cash receipts and disbursements; consequently, certain revenue and the related assets are recognized when received rather than when earned, and certain expenses are recognized when paid rather than when the obligation is incurred Income Tax Status The Foundation qualifies as a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and, therefore, has no provision for Federal income taxes. Public Support and Revenue All grants and contributions are considered to be available for unrestricted use unless specifically restricted by the donor. Property and Equipment Property and equipment are stated at cost. Depreciation is provided using accelerated methods over estimated useful lives of five to seven years. Note 2 - Property and Equipment: Details of property and equipment are as follows: Computer hardware Office equipment Of fice-'furniture Total Less: Accumulated depreciation Net Property and Equipment ? 9,963 9,691 752 20,406 5,776 $ 14,630 Depreciation expense aggregated $2,709 for the year ended November 30, 1989. C00451 Milgrom, Galuskin, Rosner & Company Certifies Public Accountants. P.C. SUPPLEMENTARY INFORMATION (Unaudited) C00452 Milgrom, Galusktn, Rosner & Company Certified Public Accountants. P.C. Milgrom, Galuskin, Rosner & Company Certified Public Accountants. P.C. Board of Directors Environmental Research. -Foundation Princeton, New Jersey Our report on our review appears on Page 1. The procedures performed were intended primarily for the purpose of expressing limited assurance that there are no material modifications that should be made to the financial statements of Environmental Research Foundation as of November 30, 1989 and for the year then ended, in order for them to be in conformity with the basis described in Note 1. The supplementary information accompanying the financial statements is presented only for supplementary analysis purposes and has been subject to the inquiry and analytical procedures applied in the review of the basic financial statements. We are not aware of any material modifications that should be made to such data. Edison, New Jersey May 16, 1990 2025 Lincoln Highway Edison New Jersey 08817 (201) 287-9000 118 Madison Avenue New York New York 10016 (212) 696-4600 FAX (201) 287-8516 C00453 ENVIRONMENTAL RESEARCH FOUNDATION SCHEDULE OF GRANTS FOR THE YEAR ENDED NOVEMBER 30, 1989 (Unaudited) -7- North Shore Unitarian Universalist Veatch Program Rockefeller Family Fund Public Welfare Foundation, Inc. HKH Foundation Geraldine R. Dodge Foundation Charles Stewart Mott Foundation Beldon Fund W. Alton Jones Foundation, Inc. 777 Fund of the Tides Foundation Ann R. Roberts Harder Foundation Total Grants $ 40,000 30,000 20,000 20,0*00 15,000 15,000 10,000 10,000 6,000 5,000 500 $ 171,500 See accountants1 review report on supplementary information and notes to financial statements. 000454 '__________________________________________________________ Mllgrom, Galuskin, Rosner & Company Certified Public Accountants, P.C. 8- ENVIRONMENTAL RESEARCH FOUNDATION SCHEDULE OF EXPENSES f i FOR THE YEAR ENDED NOVEMBER 30, 1989 (Unaudited) Salaries Payroll taxes Personnel Rent Insurance Postage and shipping Reproduction and printing Computer expense Books and journals Memberships Office expense Telephone Advertising Conferences Travel-and entertainment Automobile expenses Depreciation (Note 2) Total Expenses $ 16,667 1,743 31,558 5,750 1,042 14,768 7,576 7,472 2,200 460 5,505 3,664 112 571 3,229 459 2,709 $ 105,485 See accountants' review report on supplementary information and notes to financial statements. 000455 Milgrom, Galuskin, Rosner & Company Certified Public Accountants. P C. TE /10/27/93 TIME f 5:06 PM ENVIRONMENTAL RESEARCH FD Income Statement AS OF 10/31/93 iATIO: INCOME f--- -- ncome Grant Income RHWN Sales Publication Sales Contributions CONTRIBUTIONS, DIRECT MAI Interest Income Miscellaneous Income THIS MONTH RATIO 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Total Sales 0.00 o o xpenses Salaries & Wages Bank Service Charges Conferences Contributions Corporate Fees Depreciation Dues Equipment Rental/ General Fines & Penalties Film - Purch. & Develop. Insurance - Empl. Group Insurance - General Legal Accounting Miscellaneous Consultants OFFICE EXPENSE / NON-RENT Postage Expense Rent Expense Supplies Expense Taxes - Payroll Telephone - General Travel & Entertainment Books & Journals Non-Hard. Computers Software Online time Photocopying/General Total Expenses 0.00 0.00 0.00 0.000.00 0.00 0.00 0.00 0.00 0.00 0.00 t 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 ther Income Total Other Income 0.00 0.0 >ther Expenses I o o 1 PAGE 1 > 10 MONTHS RATIO 152,083.48 20,415.00 2,160.00 9,343.42 5,205.29 631.98 39.21 189,878.38 80.1 10.8 1.1 4.9 2.7 0.3 0.0 100.0 96,551.56 226.92 .805.00 25.00 10.00 11,126.70 707.00 987.60 25.00 94.23 5,755.95 896.62 290.00 7,028.00 144.45 6,678.25 3,063.37 22,390.79 16,955.11 2,512.35 8,020.67 7,975.05 5,265.50 3,263.98 3,546.79 1,115.12 4,279.01 9,645.82 219,385.84 50.8 0.1 0.4 0.0 0.0 5.9 0.4 0.5 0.0 0.0 3.0 0.5 0.2 3.7 0.1 3.5 1.6 11.8 8.9 1.3 4.2 4.2 2.8 1.7 1.9 0.6 2.3 5.1 115.5 0.00 0.0  m p V T E : /10/27/93 U P T I M E : / 5:06 PM fI 1 rLATIO: INCOME ENVIRONMENTAL RESEARCH FD Income Statement AS OF 10/31/93 THIS MONTH RATIO Total Other Expenses 0.00 0.0 Net Income 0.00 0.0 PAGE 2 10 MONTHS RATIO 0.00 0.0 29,507.46- 15.5- COO-lii'? j0/27/93 5:04 PM ENVIRONMENTAL RESEARCH FD Balance Sheet AS OF 10/31/93 / Assets JRRENT ASSETS Annapolis Bank - Checking Industrial Bank - Savings Annapolis Bank - Savings Petty Cash Accounts Receivable Prepaid Postage Prepaid Insurance Total Current Assets ROPERTY AND EQUIPMENT Equipment Acc Dep - Equipment Furniture and Fixtures Acc Dep - Furn & Fixtures Computer Hardware Acc Dep - Computer Hdwre Total Fixed Assets CHER ASSETS Security Deposit Total Other Assets Total Assets 92,237.36 3.87 5,121.89 300.00 220.00 556.63 618.48 17,534.98 9,291.339,001.15 4,822.73- 56,076.15 28,765.73- 1, 200.00 99,058.23 39,732.49 1, 200.00 PAGE 1 139,990.72 Liabilities and Equity RRENT LIABILITIES -- Accounts Payable VACATION PAYABLE Accrued Professional Fees Unearned Grants Payroll Taxes Payable 1,674.09 2,651.04 250.00 102,916.51 32.12 Total Current Liabilities ONG TERM LIABILITIES Total Long Term Liabs 107,523.76 0.00 COO`158 l jlTE: 0/27/93 ;M: 5:04 PM ENVIRONMENTAL RESEARCH FD Balance Sheet AS OF 10/31/93 j Total Liabilities 2UITY Fund Balance Current Earnings Total Equity Total Liabs. & Equity 61,974.42 29,507.46- PAGE 2 107,523.76 32,466.96 139,990.72 i?990 Return of Organization Exempt From Income Tax Under section 501(c) of the Internal Revenue Code (except, black lung benefit I tru s t o r private foundation) or section 4947(a)(1) charitable tru s t Department o f the Treasury Internal Revenue Sarvlca Note: The organization may have to use a copy of this return to satisfy state reporting requirements. A ' For the calendar year 1992, o r fiscal year beginning , 1992, and ending M B No. 1349-0047 2 This Form is Open to Public Inspection 19 Please usa 1RS kM oi print or type. See Spoetilo Instruc tio n *. B Nam o f organization E N V IR O N M E N T A L r e s e a r c h f o u n d a t io n N um ber and street [or P.O, boa if mail la n o t delivered to stre e t address) P.O . BO X 5036 C ily, town, or post office, slate, and ZIP code A N N A P O LIS , M D 21403-7036 R o o m /*w ile C Em ployer identification number 22 I 2331479 O Slate registration number E If address changed, check b o x . . F C hock typ o f organization**- Exem pt und i f action [X ] 301 (cj( 3 )(Insart num ber), OR V O actio n 4947(a)(1) c h a rita b le tru st G If exemption application pending, check box . Q H (4 la lh la a group re tu rn file d fo r a f f i l ia t e s ? .................................................................... Q Yes (X ] No (b) If *Yi enter th e num ber o f a ffilia te s fo r w h ic h th is return la file d : , ( 3 t i m il a saparate ra tu m Ilia d b y an organization co ve re d b y a grou p ruling? (" 1Yes [ x ] No 1 If e ith e r box In H Is c h ecke d *Yes,' e n te r fo u r-d ig it group exem ption num ber (GEN) J Accounting m ethod: Q Cash n O ther (specify) Accrual K Chock here ^ Q If th e organization' gross receipts sro norm ally not mors than S25,000. Tho organization need not fit* a return w ith lh a IRS; but II it received ______S Form M O Package In th o m ail, It sh o u ld Ills a raturn w ith o u t financial data. Soma a ta ta s re qu ire a com olete re tu rn ._______________________ ___ Note; Form 990EZ may be used by organizations with gross receipts less than $100,000 and total assets less than $250.000 at end of year. Part I Statement of Revenue, Expenses, and Changes in Net Assets or Fund Balances Contributions, gifts, grants, and similar amounts received: Direct public s u p p o r t............................................................... Indirect public s u p p o rt............................................................... 1a 1b 251,733 Government grants . . * ....................... ................................. 1c Total (add lines 1a through 1c) (attach schedule-- see instructions) C J " {2 u .l& Z I^ Program service revenue (from Part VII, line 93) . . . . Membership dues and assessments (see instructions) . . Interest on savings and tem porary cash investments . . . Dividends and interest from s e c u ritie s .................................. Id 251,788 30,280 5,024 b Less: rental expenses -.................................................................... 6b e Net rental income or (loss).............................................................. 7 Other Investment income (describe >cSeI 8 a Grass amount from sale of assets other than in v e n to r y ........................................ (A) Securities 8a b Less: cost or other basis and sales expenses 8b c Gain or (loss) (attach schedule) . . . 0 8c Net gain ar (loss) (combine tine 8c, columns (A) and (B )).................................. Special fundraising events and activities (attach schedule--see instructions): Gross revenue (not including $ _ of contributions reported on line 1 a ) ............................................. 9a b Less: direct expenses- .................................................................... 9b c Net in c o m e ..................................................................................... 10a Gross sales less returns and a llo w a n c e s .................................. b Less: cost of goods s o ld .............................................................. 10a 10b c Gross profit or (loss) (attach s c h e d u le )........................................ 11 Other revenue (from Part VII, line 103) ........................................ 12 T otal revenue (add fines Id . 2. 3, 4, 5, 6c. 7, 8d, 9c, 10c. and 11) 13 Program services (from line 44, column (B)) (see instructions). . 14 Management and general (from line 44, column (C)) (see instructions) 15 Fundraising (from line 44, column (D)) (see in stru ctio n s)....................... 16 Payments to affiliates (attach schedule-- see instructions)....................... 17 Total expenses (add lines 16 and 44, column ( A ) ) ............................ 18 Excess or (deficit) for the year (subtract line 17 from line 12) . . . z* s2 19 20 21 Net assets or fund balances at beginning of year (from fine 74, column (A)) Other changes in net assets or fund balances (attach explanation) . . Net assets or fund balances at end of year (combine lines 18. 19. and 20) Far Paperwork R eduction A ct N otice, see page 1 of the separate in stru ctio n s. (B) O ther 6c )7 0 8d 9c 10c 11 12 13 14 15 16 17 13 19 20 21 84-1120480 0 650 287,742 260,708 19,594 5,108 235,410 2,332 60,527 62.359 Form 9 9 0 (1992) 000460 i "orni 900 (1003) Statement of Functional Expenses fc.l\ -JJ 1*4/V Pagi 2 All organizations must complete column (A). Columns (Q), (C), and (D) are required far section SOI (c)(3) and (4) organizations and 4947(a)(1) charitable trusts'but optional for others. (See instructions.) Oo not indude amounts reported on line 6b, 8b, 9b, 10b, or 16 of Part I. (A) Total (B) Program services (C) Management and general (D) Fundraising 22 Grants and allocations (attach schedule) ,, 23 Specific assistance to individuals (attach schedule) 24 Benefits paid to or for members (attach schedule) 25 Compensation of officers, directors, etc, . . . 26 Other salaries and w a g e s........................................ 22 23 24 25 26 60,000 68,447 55,021 62.767 4,967 5,666 12 14 27 Pension plan c o n trib u tio n s .................................. 27 23 Other employee b e n e fits ........................................ 28 8,517 7,495 681 341 29 Payroll ta x e s ............................................................... 29 10,809 9,512 865 432 30 Professional fundraising fees . ............................. 31 Accounting fe e s ......................................................... 32 Legal f e e s . ........................................ . . , . 33 S u p p lie s .................................................................... 34 T e le p h o n e ................................................................ 35 Postage and s h ip p in g .............................................. 36 O c c u p a n c y ............................................................... 37 Equipment rental and m a intenance....................... 33 Printing and p u b lic a tio n s ........................................ 39 T ra v e l.......................................................................... 40 Conferences, conventions, and meetings . . . 30 31 32 33 34 35 36 37 33 39 40 2.938 1,180 6,450 7,150 24,422 24,602 2,537 11,033 8,303 883 2,585 1,039 5,760 6,648 23,418 21.650 2,232 10,503 8,152 883 235 94 437 366 525 1,968 203 135 118 47 203 136 479 934 102 395 151 41 In te r e s t.................................. .....O l.d u i.C .3. OE .. 42 Depredation, depletion, etc. (attach schedule). . 43 Other expenses (itemize): a I_ 41 42 43a 43b 13,716 34,423 12.117 30,926 1,066 2,336 533 1,161 43c 43d 43e 43f 44 T o ta l ftm ctlon a l axpa n u m (add Inaa ZZ through 4 ) O rganizations cam ptatlng coharvts carry thaaa totals to Unas 13-15. 44 285,410 260,708 19,594 5,108 R eporting of J o in t C osts.-- Did you report in column (B) (Program services) any joint costs from a combined educational campaign and fundraising so licita tio n ? ................................................................................................................. D Yes ^ No If "Yes,* enter fl) the aggregate amount of these jo in t costs $ _____________ ; (li) the amount allocated to program services $ _____________ (III) the amount allocated to management and general $ _____________ : and (Iv) the amount allocated to fundraising $ _ Partili Statement of Program Service Accomplishments (See instructions.) Describe what was achieved in carrying out the organization's exempt purposes. Fully describe the services provided; the number of persons benefited; or other relevant information for each program title. Section 501(c)(3) and (4) organizations and section 4947(a)(1) charitable trusts must also enter the amount of grants and allocations to others. Expenses (R vouirad fo t S0l[c;i3| 2nd (4) organizations and 4947(a)(1) trusts: optional for othars.) a E n viro n m e n ta l Research F oundation provides co n su lting services and is developing a data base on environm ental m a tte rs fo r use by com m unity groups. (Grants and allocations S 260,708 (Grants and allocations S (Grams and allocations 3 (Grants and allocations $ o Other program services (attach schedule) (Grants and allocations 3 f Total (add lines a through e) (should equal'line 44, column (8)) 260,708 OOiMfil Form 900 (tS97| ElN 22-2331479 Part IV Balance Sheets Nota: Where required, attached schedules and amounts within the description column should be for end-of-year amounts only. A ssets 45 Cash--n o n -in te re st-b e a rin g ....................... 46 Savings and temporary cash investments . Paga 3 (A) Beginning of year 43.678 101,989 45 46 <B> End of year 80.863 76,799 47 a Accounts re c e iv a b le ............................. 47a 155 b Less: allowance for doubtful accounts 47b \ 48a Pledges receivable.................................................... b Less: allowance far doubtful accounts . . . 43a 48b 49 Grants, re c e iv a b le ............................................................................................................ 50 Receivables due from officers,, directors, trustees, and key employees (attach sch e d u le ).................................................... 51a Other notes and loans receivable (attach schedule) b Less: allowance for doubtful accounts . . . . 51a S1b 52 Inventories for sale or u s e .................................. 53 Prepaid expenses and deferred charges . . . 54 Investments-- securities (attach schedule) . . . 5 5a Investments--land, buildings, and equipm ent b a s is .......................................................................... 55a 77,077 Less: accumulated depredation (attach s c h e d u le ).'........................................ ..... 55b 31,753 56 Investments-- other (attach schedule) . . . . 57a Land, buildings, and equipm ent basis . . . . b Less: accumulated depredation (attach schedule) 57a 57b 58 Other assets (describe S E C U R IT Y D E P O S IT 59 T otal assets (add Ones 45 through 58) (must equal line 75) 47c 48c 49 50 1,130 51c 52 53 54 44,522 1,600 192.919 55c 56 57c 53 59 155 1,175 45,324 2.800 207,116 L ia b ilitie s 60 Accounts^ payable and accrued expenses............................ 61 Grants p a ya b le ................................................................................................................. 62 Support and revenue designated fo r future periods (attach s c h e d u le )....................... 63 Loans from officers, directors, trustees, and key employees (attach schedule) . 64 Mortgages and other notes payable (attach sch e d u le )............................................. 65 Other liabilities (describe SEE S C H E D U LE I j 66 T otal lia b ilitie s fadd lines 60 through 6 5 ) .............................................................. 6,142 126,250 132,392 60 61 62 63 64 65 66 9,476 132,500 2,281 144,257 Fund Balances o r Net Assets O rganizations th a t use fund accounting, check here 0 and complete tines 67 through 70 and lines 74 and 75 (see instructions). 67a Current unrestricted fu n d .......................................................................... b Current restricted fund ................ ' .................................................... 68 Land, buildings, and equipm ent fu n d ................................................... 69 Endowment f u n d ........................................ ............................................ 70 Other funds (describe _______________________ O rganizations th a t do n o t use fund accounting, check here Q and complete lines 71 through 75 (see instructions). ) 71 Capital stock or trust p rin c ip a l......................................................................... ..... . 72 P aid-in or capital s u r p lu s .................................. ..... .................................................. 73 Retained earnings or accumulated in c o m e .............................................................. 60,527 67a 67b 68 69 70 71 72 73 62.859 74 Total fund balances or net assets (add lines 67a through 70 OR tines 71 through 73: column (A) must equal tine 19 and column (B) must equal Gne 21) ............................................................................................................................. 75 Total lia b ilitie s and fund balances/net assets fadd lines 68 and 741 . . . . 60,527 192,919 74 75 62.859 207,116 Form 990 is available for public inspection and. for some people, serves as the primary or sola source of information about a particular organization. How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore, please make sure the return is complete and accurate and fully describes your organization's programs and acccmpllshme nts. C00462 ElN 22-2331479 Foim9B0 (19921 Pago 4 P a rt' V List of Officers. Directors, Trustees, and Key Employees (List each ona even it not compensated. See instructions.! (A) N am * and addras (B) T ill* and avarag* hour pat h davo lad to position (C) C o m p e n sa tio n (it n o t p aid, o n le r [ ) C ontributions to m ploy b en *lit plans (E) E loans a ccou nt ana o th e r a llo w a n ce s PETER MONTAGUE E X E C U TIV E D IR E C T O R A N N A PO LIS , M D 100% 60,000 SEE SCHEDULE II Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations? Q Yes 0 No If 'Y es,' attach schedule (see instructions). P a rt VI Other Information Note: Section 501(c)(3) organizations and section 4947(a)(1) tru sts m ust also com plete and attach Schedule A (Form 990), Yes No 76 Did the organization engage in any activity not previously reported to the Internal Revenue S e rv ic e ? ....................... If 'Y e s,' attach a detailed description of each activity. 77 Were any changes made in the organizing or governing documents, but not reponed to the 1 R S ? ....................... If "Yes," attach a conformed copy of the changes. 7 3 a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If *Y es/ has it filed a tax return on Form 990-T, Exempt Organization Business Income Tax Return, for this year? e A t any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership? If 'Y e s / complete Part IX 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? (See instructions.) . . If "Y es/ attach a statement as described in the instructions. 80a Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or non-exem pt organization? (See instructions.) b If "Yes," enter the name of the organization ._________ ___ ______ ______ _______________ ________ ___ ___ 80a __________ ________ ___________ and check whether it is Q exempt OR Q nonexempt. 81 a Enter amount of political expenditures, direct or Indirect, as described in. the instructions . . | 81a |________ b Did the organization file Form 1120-POL, U.S. Income Tax Return for Certain Political Organizations, for this year? 82a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental value? . ............................................................................................................ 82a If "Yes,' you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part II. See instructions for reporting in Part III. . . | 82b }_____________ 83a Did anyone request to see either the organization's annual return or exemption application (or both)? . . . . b If *Yes,* did the organization comply as described in the instructions? (See General Instruction L ) ....................... 84a Did the organization solicit any contributions or gifts that were not tax d e d u c tib le ? ................................................... 83a 83b 84a b If 'Y es,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? (See General Instruction M .) ........................................................................................... 84b 85 a Section 501(c)(5) or (6) organizations.--Old the organization spend any amounts In attempts to Influence public opinion about legislative matters or referendums? (See instructions and Regulations section 1.162-20(c).). . . . b If "Yes," enter the total amount spent for this p u rp o s e ............................ ................................. [ 85b | 85a 86 Section 501(c)(7) organizations.-- Enter. Initiation fees and capital contributions included on line 1 2 '.........................................................86a ________________ Gross receipts, included on line 12, for public use of dub facilities (see instructions) , . . 86b |_____________ Does the dub's governing instrument or any written policy statement provide for discrimination against any person because of race, color, or religion? (If "Yes,* attach statement See in stru ctio n s.)............................................. 87 Section 501(c)(12) organizations,-- Enter amount of: \ Grass income received from members or s h a re h o ld e rs.............................................................. 87a Gross income received from other sources. (Do not net amounts due or paid to other sources against amounts due or received from th e m .) .............................................................. 87b 88 Public interest law firm s.--Attach information described in the instructions. 89 List the states with which a copy of this return is filed M A R YLA N J) _________________ _____ ___ _________ 90 During this tax year did the organization maintain any part of its accounting / tax records an a computerized system? 90 91 The books are in care of T H E FO U N D A TIO N Telephone no. (_ 410^ )2 6 3 *1 5 8 4 ^_............................... Located at _P.a_BO X ...................................Y ip ' codY _2 i -73 ..................... 92 Section 4947(a)(1) charitable trusts filing Form 990 in lieu of Form 1041. U.S. Fiduciary income Tax Return, should check here Q and enter the amount of tax-exem ot interest received or accrued during the tax year. . > [ 92 j ___________________________ 000*163 tr.ir* ***y Form 990 (1992) P a rt VII Analysis of Income-Producing Activities Pag S Enter grass amounts unless otherwise Indicated. 93 Program service revenue: (a) P U B LIC A TIO N S Unrelated business income (a) Business code (b) Amount Excluded by section 512.513, or 514 Related (oer>exempt (c) <d> function income Exclusion code Amount (See instructions.) 30,280 (b) --------------------- (< 0 _ ----------------------------- (d )-------------------------------- ( ) _ ------------------- (0 ___________________ (9) Fees from government a g e n cie s....................... 94 Membership dues and assessments....................... 95 Interest an savings and tem porary cash investments 14 5,024 96 Dividends and interest from securities . . . . 97 Net rental income or (loss) from real estate: (a) debt-financed property . ............................. (b) not dabt-financad p ro p e rty ............................. 98 Net rental income o r (toss) from personal property. 99 Other investment in c o m e ........................................ 100 Gain or (lass) from sales of assets other than inventory 101 Nat Income from special fundraising events . . 102 Grass profit or (loss) from sales of inventory . . 103 Other revenue: (a) M IS C E LLA N E O U S 650 ( b ) ____________________________________________________________ (e )_______:_________________________________________ ( d ) _______________________________________________ <)___________________________ 104 Subtotal (add columns (b), (d), and (e)) . . 0 105 TOTAL (add Gne 104, columns (b), (d), and (e)) Note: (Une 105 plus line 1d, Part I, should equal the amount on Gne 12, Part I.) P a rt V III Relationship of Activities to the Accomplishment of Exempt Purposes 5,024 30,930 3S.9S4 Una No. 93(a) 103(a) Explain how each activity for which income is reported in column (e) of Part VII contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes), (See instructions.) P U B LIC A TIO N S S O LD W H IC H C O N TA IN IN F O R M A T IO N A B O U T E N V IR O N M E N T A L M ATTER S W H IC H R ELATE TO T H E FO U N D A TIO N 'S E X E M P T PURPOSE. R EVEN U E FR O M M IS C E LLA N E O U S SOURCES A L L OF W H IC H SUPPORT T H E O R G A N IZ A TIO N 'S E XE M P T PURPOSE. P art IX Information Regarding Taxable Subsidiaries (Complete this Part if the "Yes" box on 78c is checked.) Name, address, and employer identification number of corporation or partnership Percentage of ownership interest Nature of business activities Total income E n d -a f-y e a r assets Please Sign Here Paid P re p a re r's Use Only lin d a r panatila* o f parjury, I declora m a l I nova axammoa ih ii return, inctudng leeompanying scneduias end m o m e n ti, and to ino basi o l my k n o w la a e a -a n d .b e lla f, It Is Irua, co rra ci, and com pleta, Oeclaration o t preparar [o th a r in a n o lfie e rj is O atad on all in la rm a iid n o t w ftie n propalar naa ary Sgnaiura'vf oIdear \ M W \WLtXoV D ai* F U lto I P ra g a ra ri signatura Firm's name {or yours if sal(-am ployd| GELMAN, ROSENBERG & FREEDMAN and address 4800 H AM PD EN LANE. S U ITE 400. B ETH ESD A. M I) ZIP cada Chacb il __ salf-em ployad |_ | 20814 ' * SCHEDULE A O r g a n iz a tio n E x e m p t U n d e r s e c tio n OMfl No. '3.S_joj (Form 990) Q*BirtnMfH of Ih# Traaaury Inumai Ravarnj* sarvloa (E xcep t P dvat F o u n d a tio n ), 301(a), 801(f), flO tfk ), * Saet!on 4947(a)(1) C harttable T ru s t Supplem entary Inform ation _____________________ A ttach lo Form 990 (or Form 990E2).________________________ EMaNmVa IRONMENTAL RESEARCH FOUNDATION 22 l 2331479 Parti Compensation 1 the Five Highest Paid Employees Other Than Olflcers, Directors, and Trustees U Nam and adarat gf arngiev*"* pafo mora than *00,000 M a rie P e ile ra n u A n n a p o lis , M D (b) Tuia ano v a n g a fto u r* par w aax Oavoiag to p o n ti on Assoc. D ir. H Campant m on (d} C ontrib u tion to ampieyaa Panari! plan (a) E to a n ta account and o in tr lot net 3 3 ,3 3 ? 00 * Total number of Other employees paid ovar $30,000 . . . . . . . . . .__. . Parti) Compensation of the Five Highest Paid Persons for Professional Services (See specific instructions.) (List each one. if there are none, enter 'None/) p | Nama ano ddraa* of parson pale mers thon *30,009 (bfTypa of unie NONE (of Catnpaniailon Total number of others receiving ovar 530,000 for professional s e rv ic e *.............................................. P a s t III- Statements About Activities 1 During ttia year, has. the organization attemptad to Influeno* national, state, or local ta x a tio n . Including any attempt to Influence public opinion on a legislative manor or raferendum ?.......................................................................... If "Y e */ enter the total expenses paid or Inourrod In oonnactfcn with tha lobbying activities. $ O rgarixationa that mada an auction undar section 501(h) by filing Farm 8763 must complete Part W -A. Othar organizations chacWng T aa,* m ust complete Part V I-8 AND attach a statement giving a detailed deocriptfon of tha lobbying activities. 3 During tha year, haa tha organization, either direetiy or Indirectiy, engaged In any of the following acta w ith any of ha trustees, directors, principal officers, or oreatora, or with any taxable organization or corporation with which any such parson la affiliated as an officer, director, trustee, m ajority owner, or principal bonefidary: a Sals, exchange, or leasing of property?........................................................................................................................................ b Landing of money or other extension of c re d it? ....................................................................................................................... o Furnishing of good, servloee, or fa d lttie a ? ................................................................................................................................... d Payment of compensation (or payment or reimbursement of expenses if more than 5 1 ,0 0 0 )? ........................................ a Transfer of any pari of its Income or a s s e ts ? ............................................................................................................................. If the answer to any question 1 "Yea,* attach detailed statement explaining the transactions. 3 Dosa ih# organlzation moka grama for tchdarshlp*. feflowahlpa, student Ioana, e to .? ......................................................... 4 tuon a statement axplaininQ hew th organizadon determina* thst Individuala or organi2adone receivlng g rin ta or Ioana from It In furthoranoe c f ite eharitabi# program qualify to raceiva piym ente. (See specfflo Instructiona.) For Paperwork R eduction A ct N otice, see page 1 of the In stru ctio n s to Form WO (or Form M OEZ). a i-n a n a o Sohedule A (Form MO) 1A92 000465  AS ch vd uta (Faim 890) IGB2 fclN P arM V Reason fo r Non-Private Foundation Status (See instructions for definitions.) Foga 2 > Che organization is not a private foundation because it is (please check only ONE applicable box): 5 .Q A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i). 6 Q A school. Section 170(b)(1)(A)(Ti). (Also complete Part V, page 3.) 7 Q A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(Hi)- 8 Q a Federal, state, or local government or governmental u n it Section 170(b)(1)(A)(v). 9 Q A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(i). Enter name, city, and state of hospital _____ _______________________ 10 An organization operated for the benefit of a college or university owned or operated by a governmental u n it Section 170(b)(1)(A)(iv). (Also complete Support Schedule.) 11a 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete Support Schedule.) 11b A community tru s t Section 170(b)(1)(A)(vi). (Also complete Support Schedule.) 12 Q An organization that normally receives: (a) no more than 1/3 of its support from grossinvestment income andunrelated business . taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975,and (b) morethan 1/3 of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions--subject to certain exceptions, See section 509(a)(2). (Also complete Support Schedule.) 13 Q An organization that Is not controlled by any disqualified persons (other than foundation managers) and supports organizations described ini (1) boxes 5 through 12 above; or (2) section 501(c)(4), (5), o r (6), if they meet the test of section 509(a)(2). (See section 509(a)(3).) Provide the following inform ation about the supported organizations. (See instructions fo r Part IV, box 13.) (a) Name(s) of supported organization (s) (b) Box number from above G14 An organization organized and operated to test for public safety. Section 509(a)(4). (See specific instructions.) <> S upport Schedule (Complete only if you checked box 10, 11, or 12 above.) Use cash m ethod o f accounting. Calendar year (or fisca l year beginning In ). (a) 1991 (b) 1990 (c) 1989 (d) 1988 15 Gifts, grants, and contributions received. (Do not indude unusual grants. See line 28.) . . 16 Membership fees re ce ive d.................................. 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that' is not a business unrelated to the organization's charitable, eta. p u rp o s e .................................. 18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975. . . , 95,215 219,404 139,136 175,140 3,111 44,052 26,775 18,167 871 2,978 3,477 8 19 Net income from unrelated business activities not tnduded in line 1 8 ....................... 20 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf 21 The value of services or fadlities furnished to the organization by a governmental unitw ithout charge. Do not indude the value of services or fadlities generally furnished to the public without charge 22 Other income. Attach schedule. Do not indude gain or (loss) from sale of capital assets . . 1,000 23 Total of lines IS through 2 2 ............................ 24 Line 23 minus line 1 7 ........................................ 25 Enter 1% of line 2 3 ............................................. 99,197 96,086 992 266,434 222,382 2.664 169,388 142,613 1,694 194,315 176,148 1,943 26 Organizations described in box 10 or 11: Fntr 2% of amount in column fol line 94 . b Attach a list (not open to public inspection) showing the name of and amount contributed by each person (other than a governmental unit or publidy supported organization) whose total gifts for 1988 through 1991 exceeded the amount shown in line 26a. Enter the sum of all excess amounts h e r e .............................................................. * (Continued on page 3) (e) Total 628,895 0 92,105 7,334 0 0 0 1,000 729,334 637,229 12.745 mn c o O'Ig s ft S c h d u U A (Form 9S0) 1092 EIN 22-2331*179 P'g 3 I P art IV Support Schedule (continued) (Complete only if you checked box `TO, 11, or 12 on page 2.) kV a 27 ' Organizations described in box 12. page 2: Attach a list for amounts shown on lines 15, 16, and 17, showing the name of, and total amounts received in each year from, each 'disqualified person,' and enter the sum of such amounts for each year: (1 9 9 1 )............................................ (1 9 9 0 )............................................ (1 9 8 9 )............................................ (1 9 8 8 )........................................... b Attach a list showing, for 1988 through 1991, the name of, and amount included in line 17 far, each person (other than a "disqualified person*) from whom the organization received more during that year than the larger of; (1) the amount on line 25 for the year; or (2) $5,000. Indude organizations described in boxes 5 through 11 as well as individuals. Enter the sum of these excess amounts for each yean (1991)............................................ (1 9 9 0 )............................................ (1 9 8 9 )............................................ (1 9 8 8 )........................................... 28 For an organization described in box 10, 11, ,or 12, page 2, that received any unusual grants during 1988 through 1991, attach a list (not open to public Inspection) for each year showing the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not indude these grants in line 15. (See specific Instructions.) P a r tV Private School Questionnaire (To be completed ONLY by schools that checked box 6 in Part IV) 29 Does the organization have a radally nondlscriminatory policy toward students by statement In its charter, bylaws, other governing Instrument, or in a resolution of its governing b o d y ? ............................................................................... 30 Does the organization Indude a statement of its radally nondlscrim inatory policy toward students in all its brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and s c h o la rs h ip s ? .................................................................................................................................. . . . 31 Has tile organization pubfidzed its radally nondlscriminatory policy through newspaper or broadcast media during the period of solicitation fo r students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves?.............................................................. If 'Y e s,' please describe; if 'N o ,' please explain. (If you need more space, attach a separate statem ent) 32 Does the organization maintain the following; a Records indicating the radal composition of the student body, faculty, and administrative s ta ff? ............................ b Records documenting that scholarships and other financial assistance are awarded on a radally nondiscriminatory b a s is ? ........................................................................................... ............................................................................................... c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing d with student admissions, programs, and s c h o la rs h ip s ? ...................................................................................................... Copies of all material used by the organization or on its behalf to solicit contributions?............................................. If you answered ' No* to any of the above, please explain. (If you need more space, attach a separate statement) 33 Does the organization discrim inate by race in any way with respect to; a Students1 rights or privileges?, . . ........................................................................................................................................ b Admissions p o lic e s ? .................................................................................................................................................................... c Employment of faculty or administrative s ta f f? ...................................................................................................................... d Scholarships or other finanai assistance? (See in s tru c tio n s .).......................................................................................... e Educational p o lic e s ? .................................................................................................................................................................... f Use of fa d litie s ? .......................................................................................................................................................................... 9 Athletic programs?..................................................................................................... ............................................ h Other extracurricular a c tiv itie s ? .............................................................. ..... .............................................................................. If you answered *Yesa to any of the above, please explain. (If you need more space, attach a separate statement) b34a Does the organization receive any finanaal aid or assistance from a governmental agency?........................................ Has the organization's right to such aid ever been revoked or suspended?.................................................................... If you answered *Yes" to either 34a or b, please explain using an attached statement 35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4,05 of Rev. Proc. 75-50. 1975-2 C.B. 587, covering radal nondiscrimination? If 'No.* attach an explanation. (See instructions for Part V.) 35 C 0 0 `!G7 EIN 22-i3Jl*47y Part VI-ASch aduja A (Form 0801 i s n Lobbying Expenditures by Electing Public Charities (see instructions) (To be completed ONLY by an eligible organization that filed Form 5768) Check here i Q II the organization belongs to an affiliated group (see instructions). Check here b f~] If you checked a and lim ite d control* provisions apply (see instructions). Limits on Lobbying Expenses / f Expenditures* means amounts paid or incurred) 36 Total lobbying expenditures to influence public opinion (grassroots lo b b y in g )....................... 37 Total lobbying expenditures to influence a legislative body (direct lo b b yin g )............................ 36 Total lobbying expenditures (add tines 36 and 37) . . ......................................................... 39 Other exempt purpose expenditures (see Part V l-A instructions).............................................. 40 Total exempt purpose expenditures (add lines 36 and 39) (see in s tru c tio n s )....................... 41 Lobbying nontaxable am ount Enter the amount from the following table-- If the am ount on lin e 40 Is -- The lobbying nontaxable am ount Is-- Not over $500,000 ....................... ..... . 20% of the amount on tine 4 0 ............................. Over $500,000 but not over $1,000,000 . $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 . $175,000 plus 10% of the excess over $1,000,000 O ver$1,500,000 but not over $17,000,000 . $225,000 plus 5% of the excess over $1,500,000 Over$17,000,000 ........................................ $1,000,000................................................................. 42 Grassroots nontaxable amount (enter 25% of line 4 1 ) .................................. : ... 43 Subtract line 42 from line 36. Enter - 0 - if line 42 is more than line 3 6 ....................... 44 Subtract line 41 from line 38. Enter - 0 - if line 41 is more than line 3 8 ....................... N /A Paq* 4 w To bo completad tor ALL s lid in g organization C aution: File Form 4720 if there is an amount on either line 43 or line 44. 4 -Y ea r Averaging Period Under Section 501 (h) (Some organizations that made a section 501 (h) election do not have to complete all of the five columns below. _____ See the instructions for lines 45-50 for details.) Lobbying E xpenditures Ouring 4--Year Averaging Period C alendar year (or fisca l ye a r beginning In) 45 Lobbying nontaxable instructions) amount (see (a) 1992 0>) 1991 (C) 1990 (d) (> 1989 Total 46 Lobbying ceiling amount (150% of line 45(e)) 47 TotaJ lobbying expenditures (see instructions) 48 Grassroots nontaxable instructions) amount (see 50 Grassroots lobbying expenditures (see instructions)....................... ..... Part V-B Lobbying Activity by Nonelecting Public Charities (For reporting by organizations that did not complete Part Vl-A.) K>/A Ouring the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of: Yes No a Volunteers . . ...................................................................................................................................................... b Paid staff or management (include compensation in expenses reported on lines c through h) . . . . c Media advertisem ents.......................................................................... ..... .............................................................. d Mailings to members, legislators, or the public . . . . * .......................................................................... e Publications or published or broadcast s ta te m e n ts ........................................................................................... f Grants to other organizations for lobbying purposes........................................................................................... g Direct contact with legislators, their staffs, government officiais, or a legislative b o d y .................................. h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other m e a n s ....................... I Total lobbying expenditures (add fines c through h ) ..................................................................................... If *Yes* to any of the above, also attach a statement giving a detailed description of the lobbying activities. Amount 000468  EIN 22-2331479 Schaduia A (Farm 980) 1992 Pag* 5 P a rt V II Information Regarding Transfers To and Transactions and Relationships With Noncharitable ft I Exempt Organizations__________ N/A 51 Did the reporting organization directly or indirectly engage in any of the (allowing with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: Yes No (I7) C ash................................................................................................................................................................................ (II) Other a s s e ts ............................................................................................................................................................... sua afln b Other Transactions: (I) Sales of assets to a noncharitable exempt organization. . . . bfl) (II) Purchases of assets from a noncharitable exempt organization . ban (III) Rental of facilities or equipm ent......................................................... bam (jv) Reimbursement a rra n g e m e n ts......................................................... (v) Loans or loan g u a ra n te e s ............................................................... (vf) Performance of services or membership or fundraising solicitations M il - M . bfvn c Sharing of facilities, equipment, mailing lists or other assets, or paid employees d If the answer to any of the above is "Yes," complete the following schedule. The `Amount involved" column below should always indicate 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 in any transaction or sharing arrangement, indicate in column (d) the value of the goods, other assets, or services received. H Una no. w Amount Invotvad Nanta of nonchwitabla axampt organization W Dascription of transfars, tranaction, and sharing arrangamants 52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exem pt organizations D Ddescribed in section 501(c) of the Code (other than 501(c)(3)) or in section 5 2 7 ? ................................................... Yes No b If "Yes," complete the following schedule.____________________________________________________________________ _____________ W Nuna of organization w Typo of organization Description of ralatlonship 000469 A "* ' 1ta x p a y e r UNCLASSIFIED SCHEDULES / i/ ! f a vd I /* * f t I f t r *1 1. c> / h '\lu tA rJ A L tV H For the Yoar Efldod F f d ftt 1 1 - 1 3 1 ___________________________ _____ Social Security No. --Q l s 7T VI $ `t i'f /- v 'i' V)*/* A^rrt di 0 fcLr.y' tf>c1O S / l f S f / V- 4V" i /"Voc:y* -t-l i o-L^ 1 **r s , , - * / "< 1 1^CM^i j*U*^i, T* ( S. (T.S .y/ i.^i .. Xy\ _P v a / * s \ S f S --------------------------- A ./ ' Pu k l U a t h i ^ . Mi I 4 ^ /3 l(V 3 n o il 3 S'*7 ( 0*70 as* H99 i3/*/V iix MVoi 333G V6 0 xi 10VT /H 1V <?n 510 X (06 r*7 6 .T7 36 0 Ul i V6 JJ/T i / ia/? /i> ^ - - 0 tk ^ y iW rr^'t'r / i t h f i l b i f S P ^ o / / 4/% W*< A e d s ^ e /i iO a y A k /f wn 10<i26 13 16 1 ( 16 1 iy-i , > -M-. / ., / .../ k - . . - 26*/ - loil 1 a i f/ ] Schedule No. D * i A ccountants Supply House / /_ //. *T" . C0047Q < a- ENVIRONMENTAL r e s ea r c h f o u n d a t io n / P.O. Box 5036 Annapolis, MD 21403-7036 (410) 263-1584 fax (410) 263-8944 Board of Directors December 1992 Debbie Keller, President The Nature Conservancy 6500 Hidden Lakes ' Tallahassee, FL 32301 Karen Stults, Vice-President Youth Action 2335 18th Street, N.W. Washington, DC 20009 Gel Stevenson, Treasurer Freelance socially-responsible investment counselor 2160 Bolton Street - #3B Bronx, NY 10462 Katherine Montague, Secretary Co-founder, Environmental Research Foundation 460 First Street Brooklyn, NY 11215 Ed Begley, Jr. c/o Sterling/Winters Co. 1900 Avenue of the Stars Los Angeles, CA 90067 Sue Greer PAHLS (People Against Hazardous Landfill Sites) P.O. Box 228 Valparaiso, IN 46384-0228 James Sackor TCAP (Toxics Communications and Assistance Program), Albany State College 220 Palmer Court Albany, GA 31707 Tom Webster Center for the Biology of Natural Systems 337 8th Street Brooklyn, NY 11215 000471 / UNCLASSIFIED SCHEDULES 1 T a x p a y e r / P A V Y ^ A * * - * n ! Q. i* P a ovt d * t X j u * For the Year Ended A ddi u'o4 - & ' l l . - X 3 1 I H ~7 ^ ______________________________________ S o c ia l S e c u rity No. _ ftor f. TT-----/Vr ^r_2:__iln_W'X & . * d _________________ i 'J _ -- p / T f ^ t \ M _______________ 2 ____ / 1 / v * P ~ 7 _______________________________________ ______P ilX - S z l- ___ f 3* 3 / -- A f P C C t t c* ^ t (/i^ C o ct* n ------- f - f - 9 " X ------ t i s o ^ c ;. rAT- - , t{f ii*L * _ p j/ ^ r f i ^ _____________________ -- - "7A"__________________ . / . _______________________________________________ _________ <7 O Q | r/ 3 1 i ~ n < \ll - J H N i ^ " 7/ ^ \i L~f *w n ' l l < *7 . 11753 -- ; Schedule No. D*6 A ccoun tants Supply House 0 0 G L\ ' l ' ^ UNCLASSIFIED SCHEDULES / J Address V I- F O M A d fih v rA For the Yaar Ended Social Security No. /1 _O5Lakao*/TA . Pk:Lj ok*q U A..ere ...\Aa - L e i e lp L ',c _______________________________ I9S /tAr e e 1t ^ / 0S u3V-k1e0 1t~1? oO . 0.5"oo0 ,uri<A jd S "tL fi.o&fe'S L ^ I h s / - 30r t * k A < ; s e f c Lj a. . h n a w fed f^r'S i/o TOOO \J. Aritos. /rMk . L a s I c i e t v T l I f VA 1 1 0 1. * - S i l X 3 rooo P1U-/u/6tO^hLQ.i-/'AV\+Jel*T&L/0fe.A*eF\iofv^ja./oaKo' >Un/u7i"i ) ^*-ri ^ '5"0 TLS"- ^fct^,i/J.ytrz^/. ^.rOin/j / ^),n//*tuin 4-Ar^Cri -- /Qaao /OQuO /?}oro^\'/V Fsl,[ti /"CJ/I 1~) 3i ^fCw\/\P 'l Vj a i L , a "tu.* Av/?.0009- /V? 1 i Taoal \ i Schedule No. D*d Ac coon fo n t* Supply H a u to ^ i . / ./ 71ZT - OOOWJ i T axpayer Addi s m UNCLASSIFIED SCHEDULES Qp . p ./ Pii. F ? A a l - 1 3 1 1V 7 -? .. /,^ t X ,p \ F or tha Yaar Ended Social Security No. ;x.. Form f f Q s C r e u l e . A ,PirfI .n a c a J / \n < ^ 2 >: 1tt'ii.// 1l ------1--- 165(l Iffi (L .e ! o s-fphf (-yi.vt'iM ' ..(// Socco r < Hofr ________ * fa 7000 Svilir P^io/'.V \ J r -a r r . *J ooOo HZS'y Ua A f/i-*t \Qh/< k // n o Oioi s n i s s i _&o> Up A : < __________ Udii \ fO/\ Ci?'/yi _COOQ> ori/i- F' diA. rooo _JtAi / -/r AJ.J 2i_OoO 32.5T ( p I / I p, * ~ d * . p i U O 4TS` M /\ll Qi t(//\ 4U < A- 1 0 Od"ic /roce fi-p /vi///1ap ~f\> >----r>-/-/i-.---- AOOv'>Ji Tl'ir* A/. uv?r. . f~// 1*TOi%0 225"5 Hm 22?>' O wJ s e r k r . * . /owrt 6 + r t le ' fttOOc IO Pr^> CLi* r t t u ^ l p f . . ' i,< 70 127$5" is/\ufP-eiiA_hiArJ__ 2000 O lire v W -1 U\ ' "2.0COw Ilei AAx.__5 L s < r ____________ lcn,'.6 177*T" /^Ow U K. /2us^ KOo 0 J W lJL_\~uYid____________ rooo 325670 *" -- 30000 /5\iOO 3 5"eoo IOoo 0 Coee /?Oo 2500 ioooo 2Souo 75000 OO 250ca i^oa lC /liceo I.Cn'CC 2 ocO 7 COCO 71'i-'Oe T j O X n,T4^' " 3.^0^ mno /irtO IOOOC inno SOQO 1.IU n l75oo /ione 35000 ----- --- Schedule No. 0*6 A ccountants Supply Hous <sU JJs ^ 1 000474 partm snf of Ih Treasury Interna] R e venu* Service Return of Organization Exempt From Income Tax (Jndor action 501(c) of the Internal Revenue Coda (except black lung benefit tru s t o r private foundation) o r section 4947(a)(1) charitable tru s t Note: You may have to use a copy ot this return to satisfy state reporting requirements. O M B No. 1345-0047 11991 This Form Is Open to Public In s p e c tio n A [For the calendar year 1991, or fiscal year beginning DECEMBER 1 , 1991, and ending DECEMBER 31 .9.91 B Name of organization C Employer Identification num ber pL m I u s * 1RS ENVIRONMENTAL RESEARCH FOUNDATION 22 j 2331479 I*bJor priol o f Numberand street (or P.O. box no. if mail is not delivered to street address) Room/surte D State reg istra tio n number typ. Sm Sp o e lA c 1432 U STREET, NW Instruc City, town, or post office, state, and ZIP code 1tion. WASHINGTON, DC 20056 E If application for exemption is pending, check h e r e ....................................... D F Check type of organization-- Exempt under section [x] 501(c) ( 3 )(insert number), OR Q section 4947(a)(1) charitable trust H Is this a group return filed for affiliates?. ............................................. Q y s E no If Yes,' enter the number of affiliates for which this return is filed: G Accounting method: (3 Cash D Other (specify) Q Accrual I If either answer in H is 'Y e s,' enter four-digit group exemption number (GEN) Is this a separate return filed by a group affiliate?..................................Q Yes ID No J If addresschanged, ch e ckb o x....................... K Check here Q if your gross receipts are normally not more than $25,000. You da not have to file a completed return with 1RS; but if you received a Form 990 Package in the mail, you should file a return without financial data. Some states require a com pleted return.________ Note: Form 990EZ may be used by organizations with gross receipts less than $100,000 and total assets less than $250.000 at end of year. Section 501(c)(3) organizations and 4947(a)(1) tru sts m ust also com plete and attach Schedule A (Form 990). I ] Statement of Revenue, Expenses, and Changes in Net Assets or Fund Balances 1 Contributions, gifts, grants, and similar amounts received: a Direct public support . . . . S c h e d u le IV ^ 1a b Indirect pubBc s u p p o rt............................ e Government g ra n ts .................................. 1b 1c d Total (add fines 1a through 1c) (attach schedule-- see instructions) 2 Program service revenue (from Part VII, line 9 3 ) ...................... 3 Membership dues and assessments (see instructions) . . . 4 Interest on savings and tem porary cash investments . . . . 5 Dividends and Interest, from s e c u ritie s ....................................... 6a I Gross r e n t s .................................................................................... 6a b Cess: rental e x p e n s e s ................................................................... 6b c Net rental income or (lo ss).............................................................. 7 Other investment income (describe 8a Gross amount from sale o f assets other than in v e n to ry ........................................ (A) S ic u ri 11* 8a b, Less: cost or other basis and sales expenses e Gain or (toss) (attach schedule) . . . 8b 8c d Net gain or (loss) (combine fine 8c, columns (A) and (B ))............................ Spedal fundraising events and activities (attach schedule-- see instructions): Gross revenue (not Induding $________________ of contribu tions reported on fine 1a) . . . .' ' ___________________ 9a b Less: direct e x p e n s e s ................................................................... 9b c Net in c o m e .................................................................................... 10a Gross sales less returns and a llo w a n c e s .................................. b Less: cost of goods s o ld ............................................................. 10a 10b c Gross profit or (loss) (attach schedule) ......................................... 11 Other revenue (from Part VII, line 1 0 3 ) ....................................... 12 Total revenue (add fines 1d, 2, 3, 4, 5. 6c, 7, 8d, 9c, 10c, and 11) 13 Program services (from line 44, column (B)) (see instructions). . . 14 Management and general (from line 44, column (C)) (see instructions) 15 Fundraising (from line 44, column (D)) (see instructions)...................... 16 Payments to affiliates (attach schedule-- see instructions)...................... 17 Total expenses (add fines 16 and 44, column (A ) ) ............................ 18 Excess or (deficit) fo r the year (subtract line 17 from line 12) . . . . v 19 X < 20 21 Net assets or fund balances at beginning of year (from fine 74, column (A)) Other changes in net assets or fund balances (attach explanation) , . Net assets or fund balances at end of year (combine fines 18.19, and 20) . For Paperwork Reduction A ct N otice, see page 1 o f the separate Instructions. 95,215 (B) Olhar OE 1d 6C 9c 10C 11 12 13 14 15 16 17 18 19 20 21 it copy 95,215 3,111 871 99,197 15,038 8,757 2,169 25,964 73,233 119,429 (B73) 191,789 Form 990 (IflBI) 000475 SPH * I Vn B M jlM t) Parti! Statement of Functional Expenses El N 22-2331479 P0* 2 All organizations must complete column (A). Columns (B), (C), and (D) are required lo r section 501(c)(3) and (c)(4) organizations and 4947(a)(1) charitable trusts but optional for others. (See instructions.) Do not include amounts reported on line 6b, 8b, 9b, 10b, or 16 of Part I. (A) Total (B) Program services (C) Management and general (D) Fundraising 22 Grants and allocations (attach schedule) . , 23\j Specific assistance to individuals . 24 Benefits paid to or for members . . . 25 Compensation of officers, directors, etc. 26 Other salaries and wages.................................. 27 Pension plan c o n trib u tio n s ............................ 28 Other employee b e n e fits .................................. 29 Payroll taxes......................................................... 30 Professional fundraising fe e s............................ 31 Accounting f e e s .............................................. 32 Legal f e e s .................................. ...................... 33 S upplies............................................................... 34 T e le p h o n e ......................................................... 35 Postage and shipping........................................ 36 O ccu p a n cy......................................................... 37 Equipment rental and maintenance. . . . 38 Printing and publications.................................. 39 Travel.................................................................... 40 Conferences, conventions, and meetings . . 41 In t e r e s t............................................................... SCH '2 42 Depredation, depletion, etc. (attach schedule) 43 Other expenses (itemize): b COMPUTER EXPENSE _________ C J N S y i^ N C E ]" " ............................................ d ................................................................... 4,917 4,523 342 517 2,017 710 2,577 1,599 1,253 976 5,161 91 722 461 4,917 1,921 246 1,472 504 1,820 1,167 1,145 449 61 541 337 1,718 62 343 149 577 272 88 59 5,161 23 130 78 884 34 202 57 180 160 25 468 51 46 44 Total functional expenses (add fines 22 through 43) Organization c o m p ilin g co ii n n *(B H O ).c rry th e * * total lotir 13-15. 25,964 15,038 P a r tili Statement of Program Service Accomplishments (See instructions.) 8,757 Describe what was achieved in carrying out your exempt purposes. Fully describe the services provided; the number of persons benefited; or other relevant information for each program title. Section 501(c)(3) and (4) organizations and section 4947(a)(1) charitable trusts must also enter the amount of grants and allocations to others. a Environm ental Research Foundation provides consulting services and Is developing a data base on environm ental m atters fo r us by com m unity groups. 2,169 Expenses R equired fo r 901 (c)(3) end (4) e rg tn iie tie n s end 4647(a)(1) trust: optional for other.} (Grants and allocations $ 15,038 (Grants and allocations $ (Grants and allocations 5 (Grants and allocations $ Other program services (attach schedule) . . . (Grants and allocations $ f Total (add lines a through e) (should equal line 44, column (B)) 15.038 0Q047S ' fo rm 090 (IBBl) Part IV Balance Sheets EIN 22-2331479 N ote:' Where required, attached schedules and amounts within the description / column should be for end-of-year amounts only. A s s e ts 45 (Cash--n o n in te re s t-b e a rin g ....................... 46 Savings and temporary cash investments . Pmg* 3 (A) Beginning of year 5,254 60,978 45 46 (B) End pi year 43,678 101,989 47 a Accounts re c e iv a b le ............................. b Less: allowance for doubtful accounts 47a 47b 47c 4Sa Pledges receivable.............................................. b Less: allowance for doubtful accounts . , 48a 48b 49 Grants re c e iv a b le ............................................. 50 Receivables due from officers, ' directors, trustees, and key employees (attach sch e d u le )................................................... 51 a Other notes and loans receivable (attach schedule) b Less: allowance fo r doubtful accounts . . . . 51a 51b 52 Inventories for sale or u s e .................................. 53 Prepaid expenses and deferred charges . . . 54 Investments--securities (attach schedule) . , . 55 a investments--land, buildings, and equipm ent b a s is .......................................................................... 5Sa b Less: accumulated depreciation (attach schedule).................................................................... 55b 56 Investments-- other (attach schedule) - . 57a b Land, buildings, and equipm ent basis SCH. *2 Less: accumulated depreciation (attach schedule) 57a 57b 58 Other assets (describe SECURITY DEPOSIT 59 Total assets (add lines 45 through 58) (must equal line 75) 62,559 18,037 48C 49 50 51c 52 53 54 55c 56 51,597 1,600 119,429 57c 58 59 44,522 1,600 191,789 L ia b ilitie s 60 Accounts payable and accrued expenses................................................................... 61 Grants p a yable................................................................................................................. 62 Support and revenue designated for future periods (attach sc h e d u le )....................... 63 Loans from officers, directors, trustees, and key employees (attach schedule) . 64 Mortgages and other notes payable (attach sch e d u le )............................................. 65 Other Debilities (describe ` ) 66 T otal lla b llttfe s (add Unes 60 through 6 5 ) .............................................................. 60 61 62 S3 64 65 66 Fund Balances o r Net Assets Organizations th a t use fund accounting, check here 0 and complete lines 67 through 70 and lines 74 and 75 (see instructions). 67a Current unrestricted fu n d ......................................................................... b Current restricted fund ............................ 68 Land, buildings, and equipm ent fu n d ................................................... 69 Endowment f u n d ..................................................................................... 70 Other funds (describe __ O rganizations th a t do n o t use fund accounting, check here O and complete lines 71 through 75 (see instructions). ) 71 Capital stock or trust principal . ............................................................................... 72 Paid-in or capital . s u r p lu s .............................................................. ' ......................... 73 Retained earnings or accumulated In c o m e .............................................................. 119,429 67a 67b 68 69 70 71 72 73 191,789 74 Total fund balances or net assets (add fines 67a through 70 OR fines 71 through 73: column (A) must equal fine 19 and column (B) must equal fine 2 1 )......................................................................................................... 75 Total lia b ilitie s and fund balancesAiot assets (add lines 66 and 74) . . . . 119,429 119,429 191,789 191,789 Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular organization. How the public perceives an organization in such cases may bo determined by the information presented on its return. Therefore, please make sure your return is complete and accurate and fully describes your organization's programs and accomplishments. 000477 4 Faim WO ft OBI I Part V i 1 (A) Nam and addrsa ROBBIN LEE ZEFF WASHINGTON, DC PETER MONTAGUE WASHINGTON, DC SEE SCHEDULE 1 EIN 2 2 -2 3 3 1 4 7 9 Paga 4 (B) T ill and avaraga h ou r* pr waak davo la d 1o p ositio n EXECUTIVE DIRECTOR 100% RESEARCH DIRECTOR 100%* (C} Companaatton f t no) paid, antaf Xna) () Contribution to mployaa bntll plan (E) Expan account and othar allow anca 2,500 N one N one 2,417 N one N one P a r t- tim e N one N one N one Part VI Other Information 76 Did you engage in any activity not previously reported to the Internal Revenue S ervice?............................................. If 'Y es,' attach a detailed description of each activity. Yes No 77 Were any changes made in the organizing or governing documents, but not reported to 1R S7.................................. If "Yes,* attach a conformed copy of the changes. 78 a Did your organization have unrelated business gross income of $1,000 or more during the year covered by this return7 b If "Yes," have you filed a tax return on Form 990-T, Exempt Organization Business Income Tax Return, for this year? c At any time during the year, did you own a 50% or greater interest in a taxable corporation or partnership?. . . . if 'Y es,' complete Part IX 78b 78c 79 Was there a liquidation, dissolution, termination, or substantial contraction during the year? (See instructions.) . . if 'Y es,' attach a statement as described in the instructions. 80 a Are you related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? (See instructions.) . . . b If "Yes,* enter the name of the organization __________________________________________________________ . . . . __________ . . . . ___ ______________ ___ _____ _ and check whether it is Q exempt OR D nonexempt. 81 a Enter amount of political expenditures, direct or indirect, as described in the instructions. . | 81a b Did you file Form 1120-POL, U.S. Income Tax Return for Certain Political Organizations, for this year? . . . . 82 a Did you receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental v a lu e ? ................................................................................................................................. b If "Yes,' you may indicate the value of these items here. Do not include this amount as revenue in Part I or as an expense in Part II. See instructions for reporting in Part 111. . . | 82b 83 a Did anyone request to see either your annual return or exemption application (or both)?............................................. b If 'Yes,* did you comply as described In the instructions? (See General Instruction L ) ............................................. 84 a Did you solicit any contributions or gifts that were not tax d e d u c tib le ? ......................................................................... 83a 83b 84a b If 'Y es,' did you Indude w ith every solicitation an express statement that such contributions or gifts were not tax deductible? (See General Instruction M . ) ................................................................................................................ 85a Section 501(c)(5) or (6) organizations.--Did you spend any amounts in attempts to influence public opinion about legislative matters or referendums? (See instructions and Regulations section 1.162-20(c).) b If "Yes,* enter the total amount spent for this p u rp o s e .............................................................. I 85b 86 a b Section 501(c)(7) organizations.-- Enter; Initiation fees and capita] contributions Included on line 1 2 ................................................... Gross receipts, Included on line 12, fo r public use of d ub facilities (See instructions.). . c Does the dub's governing instrum ent or any written policy statement provide for discrimination against any person because of race, color, or religion? (See in s tru c tio n s .).......................................................................................... 87 Section 501 (c)(12) organizations.-- Enter amount oh a Gross income received from members or shareholders ..............................................................87a b Gross income received from other sources (Do not net amounts due or paid to other sources against amounts due or received from th e m .) .............................................................. 87b 88 Public interest law firm s.--Attach information described in the instructions. 89 List the states with which a copy of this return is filed WASHINGTON,JD.G. _______ ___ 90 During this tax year did you maintain any part of your accounting/tax records on a computerized system? 91 The books are in care of THE FOUNDATION .................Telephone no. .................................... Located at _1432_U_S_TREETNW,' W ASH IN G TO ^'dC " _ ...................................... ZIP cod# 20056.......... 92 Section 4947(a)(1) charitable trusts fifing Form 990 in lieu of Form 1041, U.S. Fidudary Income Tax Return,should check here Q and enter the amount of tax-exem pt interest received or accrued during the tax year. . [ 92 | 000478 1. Form SDO(tBfil) EIN 2 2 -2 3 3 1 4 7 9 Part VII Analysis of Income-Producing Activities Pag 5 Enter gross amounts unless otherwise indicated. 93 Program service revenue: (aj PUBLICATIONS ^ SPECIAL EVENTS Unrelated business income (a) Business code (b) Amount Excluded bysection512.5l3or514 () Related or exempt (c> (d> function income Exclusion code Amount (See instructions.) 2,761 350 (c )-------------------------------- <d)-------------------------------(e )-------------------------------- (0 ___________________ (g) Fees from government a g e n d a s....................... 94 Membership dues and assessments. . . . . 95 Interest on savings and tem porary cash investments 96 Dividends and interest from securities . . . . 97 Net rental income or (loss) from real estate: (a) debt-financed p ro p e r ty .................................. (b) not debt-financed p ro p e rty ............................ 98 Net rental income or (loss) from personal property. 99 Other investment in c o m e ........................................ 100 Gain or (toss) from sales of assets other than inventory 101 Net income from speda! fundraising events . . 102 Gross profit or (loss) from sates of inventory . . 103 Other revenue: (a) ^ __ 14 871 M ___________ :____________________________ (c ) _ _ _______________________________ (0______________________________________________________ M _______________________________________ 104 Subtotal (add columns (b), (d), and (e).) . . 0 105 TOTAL (add fine 104, columns (b), (d), and (e).) Note; (Line 105 plus fine id . Part I, should equal the amount on fine 12, Part I.) Part V III Relationship of Activities to the Accomplishment of Exempt Purposes 871 3,111 3,982 Line No. Explain below how each activity for which income is reported in column (e) of Part VII contributed importantly to the accomplishment of your exempt purposes (other than by providing funds for such purposes). (See instructions.) Publlcaltons sold w hich contain Inform ation about environm ental m atters w hich relate to the foundation's exem pt purpose. 93(B) Events held w hich prom ote public awarenenss of the environm ental m atters supported by the foundation. Part IX Information Regarding Taxable Subsidiaries (Complete this Part if you answered "Yes" to question 78c.) Name, address, and employer identification number of corporation or partnership Percentage at ownership interest Nature of business activities Total income E nd-of-year assets Please Sign Here I I ---------------------------------------------- 1 Undar penal lia s o f p a rju ry, I d Clare th a t I h a r t examined th is return, Including accom panying cried u le* and statem ents, and to Iha Pest o l m y knew ladga^and b elie f, II la trua, co rrect, and com pleta. Declaration o f preparar [o th e r th a n o f dear) la bassd on all In fo rm a tio n o f w h ic h preparar has any hnbwiec Data Tilla V Paid P reparer' s Use Only Firm's name (or yours If self-em ployed) and address llMa N. ROSENBERG 8. 1 FREEDMAN 4800 Hampden Lane, Suita 400 Bethesda, MD 20614 Date / t\ry ZIP coda Check If -- self-em ployed |_J 00047  SCHEDULE A Organization Exempt Under 501(c)(3) 013 B No. 134S-0047 (Form 990) j OepaMmant o l Ih Treasury Internat Revenue Service Nun* (Except Private Foundation), 501(a), 501(f), 501 (k), o r Section 4947(a)(1) Charitable Trust Supplem entary Inform ation ____________________ Attach to Form 990 (or Form 990EZ). _________ Employer Identification nunbtf ' ENVIRONMENTAL RESEARCH FOUNDATION Part I (See specific instructions.) (List each one. If there are none, enter 'N one/ 22 12331479 f t Name and address o f am ptoyeas paid m o ia th a n UO.OOO (b) Till and ava ray hour par waah devoted to position f t C om paniation (d) C ontributions to employ* benefit p la n t f t Espansa account and othar allowance* NONE 1 Total number of other employees paid over $30,000 .................................................................... i Part II Compensation of the Five Highest Paid Persons for Professional Services (See specific instructions.) (List each one. if there are none, enter 'None.1) f t N u n * and address o f partons paid mot than 30,000 (b) Typo o f sarvice f t Compensation Total number of others receiving over $30,000 fo r professional services . . . . . , . . . P a r tili Statements About Activities 1 During the year, have you attempted to Influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or re fe re n d u m ? .......................................................................................... If 'Y es,' enter the total expenses paid or Incurred in connection with the legislative activities. $ ________________ Organizations that made an election under section 501(h) by fiGng Form 5768 must complete Part V I-A. For other organizations checking "Yes," attach a statement giving a detailed description of the legislative activities AND either complete Part V I-B or attach a classified schedule of the expenses paid or incurred. 2 During the year, have you, either directly or indirectly, engaged in any of the following acts with a trustee, director, principal officer, or creator of your organization, or any taxable organization or corporation with which such person Is affiliated as an officer, director, trustee, majority owner, or principal beneficiary; a Sale, exchange, or leasing of property?. ............................................. ................................................................................... b Lending of money or other extension of c r e d it? ...................................................................................................................... c Furnishing of goods, services, or fa cilitie s? ................................................................................................................................. d Payment of compensation (or payment or reimbursement of expenses if more than $1,000)? SSS . V. . . Transfer of any part of your income or a s s e ts ? ...................................................................................................................... tf the answer to any question is 'Y es,' attach a detailed statement explaining the transactions. 3 Do you make grants for scholarships, fellowships, student loans, e t c . ? ............................................................................... 4 Attach a statement explaining how you determine that individuals or organizations receiving grants or loans from you in furtherance of your charitable programs qualify to receive payments. (Sea specific instructions.) For Paperwork Reduction A ct Notice, see page 1 of the Instructions to Form 990 (or Form 990EZ). w - 1120430 ScheduilleeAA (Form 990) 1991 000480 E IN 2 2 -2 3 3 1 4 7 9 Sehadul A |Form 060) 1BB1 P a rtlV Reason for Non-Private Foundation Status (See instructions for definitions,) 2 The organisation is not a private foundation because it is (please check only ONE applicable box): 5 G A church, convention of churches, or association of churches. Section 170(b) (1)(A)0). 6 G A school. Section 170(b)(1)(A)(ii). (Also complete Part V, page 3.) \. . 7 Q A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(iu). 8 Q , A Federal, state, or local government or governmental u n it Section 170(b)(1)(A)(v). 9 O ' A medical research organization operated in conjunction with a hospital. Section170(b)(1)(A)(iu). E nter name, city, and state o f hospital ............ ............. ...... ... .... .... ...... .......... ...................... .......... 10 Q An organization operated for the benefit of a college or university owned or operated by a governmental u n it Section 170(b)(1)(A)(iv). (Also complete Support Schedule.) 11a An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete Support Schedule.) 11b G 12 G A community tru s t Section 170(b)(1)(A)(vi). (Also complete Support Schedule.) An organization that normally receives: (a) no more than 1/3 of Its support from gross Investment income and unrelated business taxable Income (less section S11 tax) from businesses acquired by the organization after June 30, 1975, and (b) more than 1/3 of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions--subject to certain exceptions. See section 509(a)(2). (Also complete Support Schedule.) 13 Q An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) boxes 5 through 12 above; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2). See section 509(a)(3). Provide the following information about the supported organizations. (See instructions for Part IV, box 13.) (a) Name(s) of supported organlzation(s) (b) Box number from above 14 Q An organization organized and operated to test for public safety. Section 509(a)(4), (Sea specific instructions.) S upport Schedule (Complete only if you checked box 10, 11, or 12 above.) Use cash method of accounting. C alendar year (or fiscal year beginning In ). . (a) 1990 0) 1989 (e) 1988 (d) 1987 15 Gifts, grants, and contributions* received. (Do not ndude unusual grants. See line 23.) , . 16 Membership fees received.................................. 17 Gross receipts from admissions, merchandise sold or services performed,, or furnishing of fatalities in any activity that is not a business unrelated to the organization's charitable, etc., p u rp o s e .................................. 18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975 ....................... 219,404 139,136 175,140 39,382 44,052 26,775 18,167 8,396 2,978 3,477 8 80 19 Net Income from unrelated business activities not Included In line 1 8 ....................... 20 Tax revenues levied fo r your benefit and either paid to you or expended on your behalf 21 The value of services or facilities furnished to you by a governmental unit w ithout charge. Do not indude the value of services or facilities generally furnished to the public w ithout charge 22 Other income. Attach schedule. Do not indude gain or (loss) from sale of capital assets . . 1,000 23 Total of lines 15 through 2 2 ............................ 266,434 169,386 194,315 47,858 24 Une 23 minus Gne 1 7 ........................................ 222,382 142,613 176,148 39,462 25 Enter 1% of Gne 2 3 ............................................. 2,664 1,694 1,943 479 26 Organizations described In box 10 or 11: a Enter 2% of amount in column (e), line 24 . . b Attach a Gst (not open to public inspection) showing the name of and amount contributed by each person (other than s governmental unit or pubftdy supported organization) whose total gifts for 1987 through 1990 exceeded the amount shown in line 26a. Enter the sum of all excess amounts h e r e .............................................................. (Continued on page 3) (a) Total 573,062 0 97,390 6,543 0 0 0 1,000 677,995 580,605 11,612 381,432 C 0 0 `181 SchdtJ A(Form WO) tW I EIN 22 -2 3 3 1 4 7 9 ____________________ _________ __________________ Pag, 3 <- U33JJJ t Support Sche__d__u_le (c_o_ntinued) (Complete only if you checked box 10, 11, or 12 on page 2.) _______ 27 Organizations described in box 12, page 2: Attach a list for amounts shown on tines IS , 16, and 17, showing the name of, and total amounts received in each year from, each ` disqualified person,* and enter the sum of such amounts for each year. /(19 9 0 )............................................ (1 9 8 9 )........................................... (1 9 8 8 ).............................................. (1 9 8 7 )........................................... b Attach a list showing, for 1987 through 1990, the name and amount induded in line 17 tor each person (other than 'disqualified persons') from whom the organization received more during that year than the larger of: (1) the amount on line 25 for the year; or (2) $5,000, Include organizations described in boxes 5 through 11 as well as Individuis. Enter the sum of these excess amounts for each yean (1 9 9 0 )............................................ (1 9 8 9 )......................................... .. (1 9 8 8 )............................................ (1 9 8 7 )........................................... 28 For an organization described In box 10, 11, or 12, page 2, that received any unusual grants during 1987 through 1990, attach a Est (not open to public inspection) for each year showing the name of the contributor, the date and amount of the grant, and a brief ____ description of the nature of the grant.. Do not Indude these grants in line 15 above. (See specific instructions.)________ _____ Part V Private School Questionnaire ^ (To be completed ONLY by schools that checked box 6 in Part IV) 29 Oo you have a rad ally nondlscriminatory policy toward students by statement In your charter, bylaws, other governing instrument, or in a resolution of your governing b o d y? ..................................................................................... 30 Do you indude a statement of your radally nondlscriminatory policy toward students in all your brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and sc h o la rs h ip s ? ............................................................................................................................................................................... 31 Have you publicized your radally nondlscriminatory policy through newspaper or broadcast media during the period of solicitation fo r students, or during the registration period if you have no solicitation program, in a way that makes the policy known to all parts of the general community you serve?.............................................................. If 'Yes,* please describe; if "No,a please explain. (If you need more space, attach a separate statement) Yes No 29 32 Do you maintain the following: a Records indicating the radal composition of the student body, faculty, and administrative s t a f f ? ............................ b Records documenting that scholarships and other finandal assistance are awarded on a radally nondlscriminatory b a s is ? .......................................................................................................................................................................................... c Copies of aS catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and sch o la rsh ip s? *..................................................................................................... d Copies at all material used by you or on your behalf to solicit co n trib u tio n s? .............................................................. If you answered 'N o* to any of the above, please explain. Of you need more space, attach a separate statement) 32c 32d 33 Do you discriminate by race in any way with respect to: Students' rights or p riv ile g e s ? .................................................................................................................................................. b Admissions p o lic ie s ? ................................................................................................................................................................... c Employment of faculty or administrative s ta f f? ...................................................................................................................... d Scholarships or other finandal assistance? (See in s tru c tio n s .).......................................................................................... Educational poG des?....................... ............................................................................................................................................ f Use of fa c ffitie s ? ....................... . ....................................................... ..... .............................................................................. 9 Athletic programs?.............................................................................................................................................- ......................... h Other extracurricular a c tivitie s? .................................................................................................................................................. If you answered 'Yes" to any of the above, please explain. (If you need more space, attach a separate statement) 33a 33b 33C 33d 33e 33f 33g 33h 34a Do you receive any finandal aid or assistance from a governmental agency?.................................................................... b Has your right to such aid ever been revoked or su sp e n d e d ? .......................................................................................... If you answered 'Y es' to either 34a or b, please explain using an attached separate statem ent 35 Do you certify that you have complied with the applicable requirements of sections 4.01 throuQh 4.05 of Rev. Proc. 75-50, 1975-2 C.B. S87. covering radal nondiscrimination? If *No,* attach an explanation. (See Instructions for Part V.) 35 000482 EIN 22 -233 147 9 Schaduf* A {Form 090) 1991 Pe* 4 _P__a_rt_V__l-_A_ Lobbying Expenditures by Electing Public Charities (see instructions) _____ j______(To be completed ONLY by an eligible organization that filed Form 5768)_________________________ Check tiers a Q tf tho organization belongs to an affiliated group (see instructions). Check here b 0 If you checked a and lim ite d control* provisions apply (see instructions). .x - Limits on Lobbying Expenses / 36 Total (grassroots) lobbying expenses to influence public o p in io n ................................................... 37 Total lobbying expenses to influence a legislative body................................................................... 38 Total lobbying expenses (add lines 36 and 3 7 ) ............................................................................... 39 Other exempt purpose expenses (see Part VI instructions).............................................................. 40 Total exempt purpose expenses (add lines 38 and 39) (see In s tru c tio n s ).................................. 41 Lobbying nontaxable am ount Enter the smaller of $1,000,000 or the amount determined under the following table-- W To b * compliad lor ALL (cling organization! If tho am ount on Una 40 Is-- The lobbying nontaxable am ount Is-- Not over $500,000 .................................. 20% of the amount on Bne 40 . . ... Over $500,000 but not over $1,000,000 . $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 . $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 ........................................ $225,000 plus 5% of the excess over $1,500,000 42 Grassroots nontaxable amount (enter 25% of Bne 41) . .............................................................. (Complete Ones43 and 44. FSe Form 4720If either Dne36 exceeds One42 o r One38 exceeds line 41.) 43 Excess of Bne 36 over Bne 4 2 ........................................................................................................... 44 Excess of line 38 over Bne 41 4-Y ear Averaging Period Under Section 501 (h) (Some organizations that made a section 501 (h) election do not have to complete all of the five columns below. See the instructions for lines 45-50 for details.) C alendar year (or fisca l year beginning In) 45 Lobbying nontaxable instructions) amount (see (a) 1991 Lobbying Expenses D uring 4-Y ear Averaging Period 1990 (e) 1989 (d) 1988 Total 47 Total lobbying expenses (see instructions) 48 Grassroots nontaxable instructions) amount (see 60 Grassroots lobbying Instructions) . . . . Part V l-B Lobbying Activity by Nonelecting Public Charities (For optional reporting by organizations that did not complete Part Vl-A.) During the year, did you attempt to influence national, state or local legislation, including any attempt to Influence public opinion on a legislative matter or referendum, through the use a t a V o lu n te e rs .............................................................................................................................................................. b Paid staff or management (indude compensation in expenses reported on lines c through h) . . . . c Media advertisem ents............................................................................................................................................ d Mailings to members, legislators, or the public ............................................................................................... a Publications or published or broadcast sta te m e n ts.......................................................................................... f Grants to other organizations for lobbying purposes......................................................................................... g Direct contact with legislators, th e jf staffs, government offidals, or a legislative b o d y.................................. h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other m e a n s ....................... I Total lobbying expenses (add tines c through h ) .......................................................................................... Y e t No Amount If *Yes* to any of the above, also attach a statement giving a detailed description of the activities. 000483 E M 22-2331479 Schaui A (Form MO] I M I t P a rt V II Information Regarding Transfers To and Transactions and Relationships With Noncharitabie Exempt Organizations_____________ Pag* 5 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described In section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? Transfers from the reporting organization to a noncharitabie exempt organization of: 0) C ash........................................................ ..... ............................................................. Yes No 51 a ril X (II) Other a s s e ts ........................................................................................................... B0I) X b Other Transactions: 0) Sales of assets to a noncharitabie exempt organization........................................ (II) Purchases of assets from a noncharitabie exempt o rg a n iz a tio n ....................... (III) Rental of facilities or equipm ent............................................................................... 0v) Reimbursement a rra n g e m e n ts............................................................................... (v) Loans or loan guarantees . '............................................................................... bri) b(in b rill) briv) b (v l X X X X X (vl) Performance of services or membership or fundraising solicitations . . . . c Sharing of facilities, equipment, m ailing lists or other assets, or paid employees . b iv i) e X X d If the answer to any of the above is "Yes," complete the following schedule. The 'Am ount Involved* column below should always indicate 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 in any transaction or sharing arrangement, indicate in column (d the value of the goods, other assets, or services received. () <b) Line no. Amount involved (<=) Name of noncharitabie exempt organization Description oftransfers, transactions, and sharing arrangements 52a Is the organization directly or Indirectly affiliated with, or related to, one or more tax-exem pt organizations Ddescribed in section 501(c) of the Code (other than 501(c)(3)) or In section 5 2 7 ? ................................................... Yes D No b If "Yes,* complete the following schedule.__________________________________________________________________________________ w Name of organization (b) Type of organization (c) Description of relationship C00484 ENVIRONMENTAL RESEARCH FOUN D ATION f 2 Z35/wt? P-0. Box 73700 Washington, D .C 20056-3700 (202) 328-1119 fax (202) 483-SI 10 / Board of Directors December 1991 Debbie Keller, President The Nature Conservancy Tallahassee, Florida Karen Stults, Vice-President/Treasurer Environmental Coordinator Youth Action Washington, D.C. ' Katherine Montague, Secretary Co-founder, Environmental Research Foundation Brooklyn, New York Ed Begley, Jr. Actor Los Angeles, California Sue Greer Executive Director PAHLS (People Against Hazardous Landfill Sites) Valparaiso, Indiana Peter Montague Co-founder and Research Director Environmental Research Foundation Washington, D.C. James Sackor TCAP (Toxics Communications and Assistance Program) Albany State College Albany, Georgia Robbin Lee Zeff Executive Director Environmental Research Foundation Washington, D.C. 000485 VI Taxpoyer Address UNCLASSIFIED SCHEDULES n a/ / w tte / A?<s ^ 2 2 " 2 -S' ^ / 4 1 9 ' ' **'J F o r th e Y ear Ended ........ i..4 f...A.!,J..,,2 ./. Social Security No. // /?&9< 2 /,'s> V-Z 7^/ /PGsh IS p a n -3, sT-7 /v //^ C/Ui/isKSnr A//'.r:/A QCn't&or''i / ; V * r / cj'p'roz rro-j fos/' A,0, WA&eCjC /c//is<? -/Vi7 / 9$ 2 4v, e2/ ", V7/ H.ViS %!.$42 3it 2141 /9,fl9 2*114 37, 73? ZV,SZL 1 - 11 5chodulo No. D*6 A cco u n ta n t* 5upply Hou*i 000486 .! To pa y./______ St sons-* j UNCLASSIFIED SCHEDULES J< ' -L U / g i / l < r sq Pbundo F o r th e Y ear Ended .....L X l'k l. iR L . . . Address ____________ ^ ^ " ^ 3 > 3 I ~ f ~ 1 ^ Social Security No. _ / /ZotKC+eMon fa/V ititt P t/nd S f t e t f Pc/n P o h /it / J / i fdnf p u n / /nc IP / j l fits) J c n / r p j s ) p /7 /0 / &C& f s f r L / u n>son f t / n ill ( f 'i 0/t7c i/; *5 e ,? w M. M /< f/9 /7?J> 0,000' j/.t POO ?,GC3 - --'bc/ .*d--c*o-- &QOC O.CCi K .c e * hcoot 3$,oco j@' s-\ "*U/ /*. . v .* 4 ,o : o fOGCC <,noo f t C t o f 'K Pfit>) pvrtrf P o / J , fd n H tW p /w t /s /r frabtotc fl<?r o {dir. / Ooc/ou 77k 3 4 c /y 'i> /: /t f < ~?n i ( &Sv 4 , coo /S'; / / / 'tJ U f3 *r? r 3 J // - i f t COO 17,404 3 C( *00 /7. '0 0 l < rCQC /4f0oc 14,000 /? , coo 'UUCu 27. COO it , 4'h *<,00: 7u - fcuPi W Y 'r -- fO,oco 70,0 C-0 'fn< h o/. "Tsui** T h e 4 icfn/f'f ond Joho n .V r? Z f ssoO 14, COJ f c " "'nan P d * J { ) j f S ?Ci-7t P e rth Shzr< /c/s) lif t z.z? k ZOfOCG 2$,0CO l), Q6G 2,0i ogo (iS it*ffS cth s+ A" 1 3 , ^ Z4,0O0 5 &oc n fo H > S & W ii /9 f7 / < . : go /> uOO >U.:'/ Y 7 C?S tfA fO tfit' C tb o *i 3 h t bi*L Schedule No. D-6 A ccountants Supply House COO-187 UNCLASSIFIED SCHEDULES Q ( t 1 * C i i * I C !* Address * /C /7 * ' - V ' S - r V - r < -- 2 Z ' Z 3 ' Z i `J l <i '*<* F or the Yeor Ended ...... S ocial Security No. 'v ___ /___________________________________ ____________ (}h&/ fejinb S + < bsG.* r H ftC H tt/** Ho ++ * $ 0 2 -/S t ----- 1--/", c cc ! Cu / H + oa J c r t - ' S f e d n , f n c . 2 3 Z &c<5r H Vf>3. J t f * r r / * r<J ts* f t * , Z Z - O -7^* CCC fe e cX Or, *./v/ /2 9 'f ^ `--I c/ Assur' y r r K /L>y H f~rtt*r / //V /* J^ o ya!d k & c s s 2 & C fe / s / r r , i J s M f / r f /- ) y e r /c j /-></ / c ' z Z fexs 7 os ris& r* fe e /**. ) - feto rs#n Jrc. fS c-rrfe P a * S *r/Y ^ r J *i/' >G / S > c / / G s > 0 & c / ' J , / / ) d ><?*?<*. *6 Z 0 H 30, occ ! Schedule He. D*6 A ccountants Supply House COO488 Application for Extension of Time To File Certain Excise, Income, Information, and Other Returns OMB n o . ti-:5-O t-8 &*pies: ***3i-92 ./ p in n w n i of h * T ^ -y t^efiV; Revenu Sef*ce File a separate application fo r each return. Please type or *' print. File the original and one copy by the pue cate for filing your return. (See instructions on back*) Name b r-.L7i SasbMifsx t o i l f S f r t .1.1 Numoer anc street (or P.O. Sc* no. mail ts net celivcitC tc street accress) i-v ? :i u f - h s e e t . u . u . ______________ City, town, or post office, state, anc ZIP coae (for ioreign aaaress. see instructions) *XJS fa i ! \ t u / . ^LO) ) l, Apt. or su te no. Employer identification number N ote: Taxpayers who file a corporation income tax return, including Forms 990-C, 990-T, and 7720S, must use Form 7004 ro request an exiens/on o f time to file. Partnerships, REMICs, and trusts (except these that Fie Form 990-7) must use Form 8736 to request an extension of time to fi(e. 1 An extension of tim e until ................................................. is requested in w hich to file (check only one): O Form 706GS (D) O Form 990-PF . Q Form 104i -a O Form 3520-A Q Form 8612 Form 706GS (T) Form 990-T (401(a) or 06(5) trust) Form 1042 Form 720 Form8613 S ' Form SSQ or 99QEZ O Form 99Q-T (trust ether than abevej Form 990-BL D Form 1041 (est2te) (see instructions) U Form 1Q42S Form 1120-ND (951 taxes) D Form 5227 D Form 6069 Q Form 8725 O Form 8304 If organization does n ot have an o ffice o r place of business in the U nited States, check this b o x .................................. 2a For calendar ye a r 1 9 ............ o r oth e r ta x year beginning and ending .. f.p * .b If this ta x year is fo r less than 12 m onths, check reason: D Initial return D Final return 0 Change in accounting period 3 4 .......................................................... .. 5a If this form is for Form 705GS(D). 705GSf7). ? 9 ^ 5 L " S O g te s fr- T . 1041 (estate), 1G42. 1120-ND. 4720. 6069, 8612, 8513, 3725, or 8604, enter the te n t^ e J a x tle s s any nonrefundable credits. (See instructions.) h jjA . b If this form is fo r Form 2S0-PF, 990-T, 1041 (estate). *.03, o r enter any refundable credits and estim ated tax paym ents m ade. Include any prior v^arpyaV d'a^nent allowed^as a credit . . . . . S _________________ c B alance due (subtract line 5b from line 5a). I n c lin e '^ p iiiy m e n T w ith inis form , o r d e p o sit w ith F7D C oupon if required. (See in s tru c tio n s .). . . , W - . . ...............................................................................S . Fj / A __________ ,, Signature and Verification Jnder penalties of perjury. i declare that I nave examined ;-$ form. inc-S'-g accompanying scnecu'es and statements, and io :ne best of my knowledge ano &ei*ef. : is irue. correct anc complete: an; ;r.a: 1am aump'-ped :c p-esare :nis fc:m. Signature Date ____________________________ : ile o rig in a l a n d o n e c o p y . IRS w ill s h o w b e lo w w h e th e r o r n o t y o u r a p p lig d tio n d s a p p ro v e d a n d w ill re tu rn th e co p y. ^Jotide to Applicant-- To Be Completed by IRS y O We HAVE approved your application. (Please attach this form to your return.) We HAVE NOT approved your application. (Please attach this form to your return.) However, because of your reasons stated above, we have granted a 10 -d a y grace period from the date shown below or due date o f your return, whichever is later. This 10>day grace period is c o n s id e re d ^ valid extension of tim e for purposes of elections otherwise required to be made on timely filed returnsv _ ,, D We HAVE NOT approved your application. A fter considering your reasons s*2ted above, we cannot grant your request fo r an extension o f tim e to file. (We are n o t granting the 10-day grace period.) We cannot consider your application because it was filed after the due date of your return. D Other Date (.the copy of th is form is io be returned to an aooress other tnan that shown above, please enter the address where the copy should be sent. Name Please Type or P rint *+4* r\ io & t'A <r tsi Numoer ano street (or P.O. box no. if mail u no: ceinrerec is s r i aooress) City, town, or post office, state, ano ZIP cooe (for foreign aooress. see instructions) Apt. or suite nc. Q e tk fid u X o fM or Paperw ork Reduction A ct Notice, see b ack of form. Cat. Ni. i 'S7SB 9 /2 3 /9 1 Published by Tax Management Inc., a Subsidiary o! The Bureau of National Affairs. Inc. Form 2758 (Rev. 6-9D 000189 2758.1 990 p 'l 1 ----------- n F th e T tee ii In te n u i Re*Jnue Service Return of Organization Exempt From Income Tax Undar action 501(c) o f the Internal Ravamie Code (except black lung be n e fit tru st or priva te foundation) o r section 4947(a)(1) charitable tru s t N ote: You m ey heve to u te a c o p y o f Ih l return to sa tte fy atate re p o rtin g re q u ire m e n t!. See Inaiructlon E, O M B No. 1943-0047 Forthe calendar year 1990. or fiscal year beginning DECEMBER 1,1990, and ending NOVEMBER 30,19 91 UUmmL1RS OwtHMMy** Name of organization ENVIRONMENTAL RESEARCH FOUNDATION Number, street and room (or P.O. box number)(see instruction S t.) 1432 U STREET, NW A Emptoyer>demi6cat>onnt*T)ber(MfnstrucuonS3) 22 ] 2331479 B State registration ntanber ( im in u ru c tio n ) ortypa. City or town, stats, and ZIP code WASHINGTON, DC 20056 G If application for exemption is pending, check here ................................................... D Checktype oforganization-- Exemptunder section @ 501(c)( 3 )(lnsertnum ber), E Accounting method: 0 Cash G Accrual OR section 4947(a)(1) charitable trust (see instruction C7 and question 92.)______ Other (specify) F Is this a group return (see instruction O) filed far affiliates? . . . . Q Yes @ No If "Yes,* enter the number of affiliates for which this return is filed ________________ Is this a separata return filed by a group affiliate?.................................. Yes 3 No G If either answer in F is "Yes," enter fo u r-d ig it group exemption number (GEN) ___________________ H Check box if address changed > I Check here Q ifyour gross receipts are normally notm areth an$25,000 (seelnstm ctionBl 1).You do nothave to file a completed return with IRS; butifyou received a Form990 Package in the mail, you should file a return w ithoutfinandaj data (see instruction AS). Soma states require a com pleted return. Note: Form 990EZ may be used by organizations with gross receipts less than $100,000 and total assets less than $250,000 at end of year. Section 501(c)(3) organizations and 4947(a)(1) tru s ts m ust also com plete and attach Schedule A (Form 990). (S-- Instruction C l.) P a rt I Statement of Revenue, Expenses, and Changes In Net Assets or Fund Balances 1 Contributions, gifts, grants, and similar amounts received: a Direct public s u p p o r t......................................................... 1a b Indirect public s u p p o rt......................................................... 1b e Government g ra n ts ............................................................... 1c d T otal (add Gnes la through 1c) (attach schedule-- see instructions) . 2 Program service revenue (from Part VII, Gne 9 3 ) ............................. 3 Membership dues and assessments (see instructions) . . . , 4 Interest on savings and tem porary cash investments . . . . 5 Dividends and interest from securities . , . 6a Gross r e n t s ......................................................... 6a. b Less: rental e x p e n s e s ........................................ 6b ` o o Net rental income or (loss) (Gne 6a less fine 6b) ae> 7 Other investment income (describe 8a Gross amount from sale of assets other (A) Stcuritl* than in v e n to r y ........................................ 8a b Less: cost or other basis and sales expenses 8b e Gain or (loss) (attach schedule) . . . 8c d Net gain or (loss) (combine Gne 8c, column (A) and One 8c, column (B)) . . Special fundraising events and activities (attach schedule-- see instructions): Gross revenue (not including $ of contributions reported on Gne 1 a ) .................................................................... b Less: direct expenses .................................................................... 9b c Net income (Gne 9a less Gne 9 b ) ................................................... 10a Gross sales less returns and a llo w a n c e s .................................. b Less: cost of goods s o l d .............................................................. 10a 10b o Gross profit or (loss) gin 10a less Gne 10b) (attach schedule) . 11 Other revenue (from Part VII, Gne 1 0 3 ) ........................................ 12 Total revenue (add Gnes Id , 2. 3, 4, 5, 6c, 7, 3d, 9c, 10c, and 11) 13 Program services (from line 44, column (B)) (see instructions). , . 14 Management and general (from line 44, column (C)) (see Instructions) 15 Fundraising (from line 44, column (D)) (see in stru ctio n s)....................... 16 Payments to affiGates (attach schedule-- see instructions)....................... 17 Total expenses (add Gnes 16 and 44, column ( A ) ) ............................ 18 Excess or (deficit) for the year (subtract Gne 17 from Gne 12) . . . z Ss < 19 20 21 Nat assets orfund balances at beginning ofyear (from Gne74, column (A)) . Other changes in net assets or fund balances (attach explanation) . Net assets or fund balances at end of year (combine lines 16.19. and 20) For Paperwork Reduction Act Notice, see page 1 of the separate Instructions. 219,404 (B )O th if 1d 6c Bd 9C 10c 11 12 13 14 15 16 17 18 19 20 21 219,404 44,052 2,978 266,434 179,288 44,420 24,765 248,473 17.961 101,468 119,429 990Form (ISSO) CLi " N T CQ 0 ' 9 0 ineqO(IBSO) fg, Statement of Functional Expenses All organizations must complete column (A). Columns (B), (C), and (D) are required far section 501(c)(3) and (c)(4) organizations and 4947(a)(1) charitable trusts but optional for others. (See instructions.) Do not induda amounts reported on line 6b, 8b, 9b, 10b, or 16 of Part I. (A) Tola! 22 Grants and allocations (attach schedule) 23 Specific assistance to individuals 24 Benefits paid to o r for members 25 Compensation of officers, directors. eta 26 Other salaries and wages. 27 Pension plan contributions 28 Other employee benefits . 29 Payroll taxes....................... 30 Professional fundraising fees 31 Accounting fees , . . 32 Legal f e e s ....................... 33 S u p p lie s............................. 34 T e le p h o n e ....................... 35 Postage and sh ip p in g , , 36 Occupancy ....................... 37 Equipment rental and maintenan 38 Printing and publications . 39 Travel. . . . . . , , 40 Conferences, conventions, and meetings 41 In te re s t................................................................ 42 Depredation, depletion, e ta (attach schedule) 43 Other expenses (itemize): a SCTEDULE^I^___ b .......................................................... ................................. 59,000 62,976 4,572 7,347 587 1,287 4,825 5,923 20,779 29,008 1,438 13,787 13,485 1,360 6,157 11,242 59,000 29,366 3,292 4,914 939 3,419 4,168 19,012 21,176 1,133 12,573 6,248 1,225 7,478 21,341 823 1,326 235 213 1,029 1,327 1,306 4,931 205 330 841 135 6,157 3,013 11,669 457 736 138 129 377 428 459 2,901 40 284 6,396 751 c ___. . . . . . . . . . . . . . ______ . . . . . . . . . . . . . _____ d ............................................................................................ e . . . ___________________________________ . . . ___ f ................ ; ........................ ................................. 44 T otal fun ctio n a l expenses (add fines 22 through 43) Organist)ontconolttlng cdumnt 0-0,carrythat* totalstoflnta 13-13. 248,473 P art 111 Statement of Program Service Accomplishments (See instructions.) 179,288 44,420 Describe what was achieved in carrying out your exempt purposes. Fully describe the services provided; the number of persons benefited; or other relevant inform ation fo r each program title. Section 501(c)(3) and (4) organizations must also enter the amount of grants to others. ^ i? 9 !^ 7 A k ? ? ? ^ J ^ y /J y ^ ? 5 J l9 il ? 9 y j ? S _ 9 0 _ N _ S J J L T J N _ G SERVICES a n d L X d a t a bXs n^ toh ' ' ' ' USE*YCOMMUNITY GROUP' ......................................................................................... 24,765 Expenses (optional fo r tom a organizallo n i- M a in tin te Ilona) (Grants and allocations $ 179,288 (Grants and allocations $ (Grants and allocations $ (Grants and allocations 6 e Other program services (attach sch e d u le ).........................................................(Grants and allocations S f Total (add lines a through e) (should equal line 44, column (B)) 179,288 000-191 o m MO (1880) Baiance Sheets HIM 2 -2 3 3 1 4 7 9 N o t*: W hirs required, attached schedules and amounts in the description column should ______ be for end-of-year amounts only._______ A ssets 45 Cash--noninterest-bearing . . . . 46 Savings and tem porary cash investments w B a n n in g of year 22,736 63,089 45 46 47 a Accounts receivable . . . . . . b Less: allowance for doubtful accounts 47a 47b 48 a Pledges r e c e iv a b le .............................................. b Less: allowance for doubtful accounts . . . 48a 48b __ ______________ 49 Grants re c e iv a b le .................................................... ..... 50 Receivables due from officers, directors, trustees, and key employees (attach s c h e d u le )................................................................ 51 a Other notes and loans receivable (attach schedule) b Less: allowance fo r doubtful accounts . . . . 51a 51b 52 Inventories fo r sale o r u s e ................................... 53 Prepaid expenses and deferred charges . . . 54 Investments-- securities (attach schedule) . . . 55 a Investments--land, buildings, and equipm ent basis............................. ..... 55a b Less: accumulated depredation (attach schedule) 55b 56 Investments-- other (attach schedule) . . . . 5 7 a Land, buildings, and equipm ent basis . Jim b Less: accumulated depredation (attach schedule) 57a 57b 76,397 24,800 56 Other assets (describe SECUHITY PEP, 59 T otal asset (add lines 45 through SB) J U a b llltia a 60 Accounts payable and accrued expenses. ............................ ..... 61 Grants p a yable....................................................................................... ........................ 62 Support and revenue designated fo r future periods (attach s c h e d u le )....................... 63 Loans from officers, directors, trustees, and key employees (attach schedule) . 64 Mortgages and other notes payable (attach s c h e d u le )............................................. 65 Other liabilities (describe PAYROLL TAXES ) 66 T otal lia b ilitie s fadd lines 60 through 6 5 ) .............................................................. Fund Balances o r Net A ssets O rganizations th a t use fund accounting, eheck here [xj and complete Ones 67 through 70 and lines 74 and 75. 6 7 a Current unrestricted fu n d ................................................................................ b Current restricted fund . . _ . . * ................................................... 68 Land, buildings, and equipm ent f u n d ......................................................... 69 Endowment f u n d ........................................................................................... 70 Other funds (describe _______________________________ __________ Organizations th a t do n o t use fund accounting, check here Q and complete lines 71 through 75. 71 Capital stock or trust p rin c ip a l.................................................................... 72 P aid-in or capital surplus . . . . . . . . . . . . . . 73 Retained earnings or accumulated in c o m e ............................................. 74 Total fund balances or net assets (see instructions).................................. 75 Total lia b ilitie s and fund balances/net assets (see instructions) . . . 48C 49 50 51c 52 53 54 55C 56 14,730 1,750 102,305 57c 56 59 60 61 62 63 64 837 65 837 66 101,468 67a 67b 68 69 70 101,468 102,305 71 72 73 74 75 Pag 3 (B ) End of year 554 60,976 51,597 1,600 119,429 119,429 119,429 119,429 000492 Porn) BBO (1 BOO) P art V Y* ^* i U st Of Officers, Directors, and Trustees (List each ona e ve n if not compensated. Sea instructions.) (A) N am * and a d d ra ta (B | TUIa and avaraga hour par waak davo tad to poaltlon (C) C o m p a n u tlo n %1 n o t paid, a n ta rn ra ) () Coni bullona to amployaa banalll plan* PETER MONTAGUE WASHINGTON, DC 0 i r f i N / y** 1* j 1> * ; 29,000 p o n -c ROBIN LEE ZEFF WASHINGTON. DC - t/ S b i f f i t i s' a n '" i 30,000 r s SEE SCHEDULE 2 FOR OTHERS NOT COMPENSATED Pag 4 (E) E xpanta account and alhar allowanea* f y .. P a rt V I Other Information 76 Did you engage in any activity not previously reported to the Internal Revenue S ervice?............................................. if "Yes," attach a detailed description of each activity. Yes No 77 Were any changes made in the organizing or governing documents, but not reported to IR S ? .................................. If ' Yes,' attach a conformed copy of the changes. 78a Did your organization have unrelated business gross income of $1,000 o r more during the year covered by this return? b if Yes,* have you filed a tax return on Form 990-T Exempt Organization Business income Tax Return, far this year? o A t any tim e during the year, did you own a 50% or greater interest in a taxable corporation or partnership?. . . . if ' Yes,* complete Part IX 79 W as there a liquidation, dissolution, term ination, or substantial contraction during the year? (See instructions.) . . if 'Yes,* attach a statement as described in the Instructions. 80a Are you related (other than by association w ith a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? (See instructions.) . . . b If Yes," enter the name of the organization _______________________ _______ . . . . . . ___________ and check whether it Is exempt OR Q nonexempt 81a Enter amount of political expenditures, direct or indirect, a? described in the instructions. . | 81 | . b Did you fils Form 1120-POL, U.S. Income Tax Return fo r Certain Political Organizations, fo r this year? . . . . 82a Did you receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fa ir rental va lu e ? ......................................................................................................................................................... b If "Yes," you may indicate the value of these items here. Do not indude this amount as revenue in Part I or as an expense in Part II. See instructions for reporting in Part ill. . . | 82b ] 8 3a Did anyone request to see either your annual return or exemption a p p lic a tio n ^ b o th )? ............................................. b if "Yes,* did you comply as described in the instructions? (See General Instruction L ) ............................................. 84a Did you solicit any contributions o r gifts that were not tax d e d u c tib le ? ......................................................................... b If "Yes," did you indude w ith every solicitation an express statement that such contributions or gifts were not tax deductible? (See General Instruction M.).................................................................................................................................. 85a b Section 501(c)(5) or (6) organizations.--Did you spend any amounts in attempts to influence public opinion about legislative matters or referendums? (See instructions and Regulations section 1.162-2 0 ( c ) ) ............................ If *Yes,* enter the total am ount spent fo r this purpose ...............................................................| asb |______________ 86 Section 501(c)(7) organizations**--E nter a Initiation fees and capital contributions induded on line 1 2 ......................................................... B6a b Gross receipts, Induded on line 12, for public use of dub facilities (See instructions.). . . 86b Does the dub's governing instrum ent or any written policy statement provide for discrim ination against any person because of race, color, or religion? (See instructions.) .................................................... 87 Section 501(c)(12) organizations.-- Enter amount of: a Gross income received from members or sh a re h o ld e rs.............................................................. 87a b Gross income received from other sources (Do not net amounts due or paid to other sources against amounts due or received from th e m .)............................................................................... 87b 88 Public interest taw firm s.--Attach inform ation described in the instructions. 89 List the states with which a copy of this return is filed __ __________ _________________ 90 During this tax year did you maintain any part of your accounting/lax records on a computerized system? . . . 91 The books are in care of THE FOUNDATION...................................................Telephone no. _ 19 _ . Located at 1432 U_STREET [w ,"w V sH lV G T O n[ ] ] ....................................................................................... 92 Section 4947(a)(1) charitable trusts filing Form 990 in lieu of Form 1041, U.S. Fidudaty Income Tax Return.-- . . Check hare Q and enter the amount of tax-exem pt interest received or accrued during the tax year. . | 92 | 000-193 form 000(1090) Part VII Analysis of Income-Producing Activities Enter Qfoss amounts unless otherwise indicated. Unrelated business income 33 Program service revenue: f t PUBLICATIONS SPECIAL EVENTS W Business coda M Amount Paga 5 Excluded by section 512,513 or 514 <> Related or exempt (c) (<0 function income Exclusion code Amount (See instructions) 28,600 15,452 M -------------------------------- (0---------------------------------------- ( ) -------------------------------- ___________________ (s) Fees from government agencies....................... 94 Membership dues and assessm ents....................... 95 Interest on savings and tem porary cash investments 96 Dividends and interest from securities . . . . 97 Net rental income or (loss) from real estate: debt-financed property . . . . . . . . (b) not debt-financed p ro p e r ty ............................. 98 Net rental Income or (loss) from personal property . 99 Other investm ent in c o m e ........................................ 100 Gain o r (loss) from sales of assets other than inventory 101 Net Income from special fundraising events . . 102 Gross profit or (loss) from sales of Inventory. . . 103 Other revenue: (a )________________ 14 2,978 M _________________________________________ (c) ______________________________ (d)_ _ __________________ ( )____________________________________ 104 Subtotal (add columns (b), (d), and (a )). . . 0 105 TOTAL (add line 104, columns (b), (d), and (e)) (Line 105 plus line Id , Part I. should equal the amount on tine 12, Part I.) P a rt V ili Relationship of Activities to the Accomplishment of Exempt Purposes 2,978 44,052 47,030 Une Ho. T Explain below how each activity fo r which income is reported in column (a) of Part VII contributed importantly to the accomplishm ent of your exempt purposes (other than by providing funds for such purposes), (See instructions.) S3W 33(B) PUBLICATIONS SOLO WHICH CONTAIN INFORMATION ABOUT ENVIRONMENTAL MATTERS WHICH RELATE TO THE FOUNDATION'S EXEMPT PURPOSE. EVENTS HELD WHICH PROMOTE PUBLIC AWARENESS OP THE ENVIRONMENTAL MATTERS SUPPORTED BY THE FOUNDATION. Part IX Information Regarding Taxable Subsidiaries (Complete this Part if you answered "Yes" to question 78c.) Name, address, and employer Identification number of corporation or partnership Percentage of ownership interest Nature of business activities Total Income E nd-of-year assets Please Sign Undar panatila of parjury, I daclara thal I bava aaminad this raturn, includtng aeesmpanying sctiadulas and ita la manta, and lo tha b ait el my knowladga and ballai, Il la trua, corraci, and compiala. Oaciaralionof praparar (othar than otflcar) la basad on all Information o l whlch prparar haa any knowladga. Paid P re p a re r's Use Only y Signatura of offlear A fl D* ,# V Praparar1 ^ signatura y \ \ A Firm'snama (or v and addra lAr^efl^rW LM rw TRO SEN BERG & FREEDMAN Certified Public Accountants 4 8 0 0 H a m n d e n L a n e , S u ite 4 0 0 Tltla Data / itK l ZIP coda 52*1392008 Crtach If sall-ampfoyad Q 000494 84-1128480 SCHEDULE A .^(Form 990) apartmanl o f lha Traasury Intam al Ravartu* Sarvlca Organization Exempt Under 501(c)(3) (Except Private Foundation), 501(e), 501(0, 501 (k), o r Section 4947(a)(1) C haritable Trust Supplem entary Inform ation ____________________ Attach to Form 990 (or Form 990EZ).______ Q M S No. 1349-0047 Nama Employa* (danttflcadon ENVIRONMENTAL RESEARCH FOUNDATION 22 I 2331479 Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See specific Instructions.) (lis t each one. If there are none, enter 'None.*) (4 Nama and addraaa o f am plsyaas paid o w n (han $30,000 (b) Tltla and avaraga hours par waak d avolad 1b p o a ltlo n fc) C om pensation (d) C ontrib u tion to a m plo ya a b a n a fll plana (a) Expansa account and oth a r altowancaa NONE Total number of other employees paid over $30,000 ..................................................................... Part II Compensation of the Five Highest Paid Persons for Professional Services (See Specific instructions.) (List each one, if there are none, enter 'None.*) M Nama and addraas o f p a n o n s paid mora than $30,000 (bJTypa o f aarvlea NONE fc} C om pensation Total number of others receiving over $30,000 fo r professional s e rv ic e s ........................................ . Part 111 Statements About Activities 1 During the year, have you attempted to influence national, state, or local legislation, including any attempt to Influence public opinion on a legislative m atter or re fe re n d u m ? ........................................................................................... If "Yes," enter the total expenses paid or incurred In connection with the legislative activities. $ _________________ Compiate Part VI of this fo rm -fo r organizations that made an election under section 501(h) on Form 5768 or other statem ent For other organizations checking 'Y es,' attach a statement giving a detailed description of the legislative activities and a classified schedule of the expenses paid or Incurred. 2 During the year, have you, either directly or indirectly, engaged in any of the following acts with a trustee, director, principal officer, or creator of your organization, or any taxable organization or corporation with which such person is affiliated as an officer, director, trustee, m ajority owner, or principal beneficiary; a Sale, exchange, or leasing of property?................................................................................................ ...................................... b Lending of money or other extension of c r e d it? ...................................................................................................................... e Furnishing of goods, services, or fa cilitie s? ................................................................................................................................. d Payment of compensation (or payment or reimbursement of expenses if more than $ 1 ,0 0 0 )? ....................................... a Transfer of any part of your income or a s s e ts ? ...................................................................................................................... If the answer to any question is 'Yes,* attach a detailed statement explaining the transactions. 3 Do you make grams for scholarships, fellowships, student loans, e t c . ? ............................................................................... 4 Attach a statement explaining how you determine that individuals or organizations receiving disbursements from you in furtherance of your charitable programs qualify to receive payments. (See specific instructions.)_____________ _____ For Paperworfc Reduction A ct Notice, sea paga 1 of the Instructions to Form 990 (or Form 990E Z). Schedule A (Form 990) 1990 000495 chadiX A (Form BBO) IB M P a rt IV Reason for Non-Private Foundation Status (See instructions for definitions.) Pig 2 Tito organization is not a private foundation because it is (please check only ONE applicable box): A church, convention of churches, or association of churches. Section 170(b)(1) (A) (i). S n A schbol. Section 170(b)(1)(A)(it). (Also complete Part V, page 3.) 7 Q A hospital or a cooperative hospital service organization. Section 170(b) (1) (A) (iti). S Q A Federal, state, or local government or governmental u n it Section 170(b)(1)(A)(v). 9 A ipedicai research organization operated In conjunction with a hospital. Section 170(b)(1) (A)(lii). E nter name, city , and state o f hospital ............................ ................................................................................................................... _ _______ ____ 0 Q An organization operated fo r the benefit of a college or university owned or operated by a governmental u n it Section 17 0 (b)(1)(A)(iv). (Also complete Support Schedule.) 1a [ x ] An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi), (Also complete Support Schedule.) 1h [ ] 2Q A community tru s t Section 170(b)(1)(A)(vi). (Also complete Support Schedule.) An organization that norm ally receives: (a) no more than 1/3 of its support from gross Investment Income and unrelated business taxable Income (less section 511 tax) from businesses acquired by the organization after June 30, 1975, and (b) more than 1/3 of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions--subject to certain exceptions. See section 509(a)(2). (Also complete Support Schedule.) 3 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) boxes 5 through 12 above; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2). See section 509(a) (3)._____ 'rovide the following inform ation about the supported organizations. (See Instructions fo r Part IV, box 13.) (a) Name(s) of supported organizations) (b) Box number from above 4 An organization organized and operated to test for public safety. Section 509(a)(4). (See spcifi instructions.) S upport S chedule (Com plete o n ly If you checked box 10, 11, o r 12 above.) Use cash m ethod o f accounting. C alendar yaar (or fisca l yaar beginning In) 1989 <b) 1988 (C) 1987 1986 () Total 5 Gifts, grants, and contributions received. (Do notindude unusual grants. See tine 26.) . . 6 Membership fees ,,re c e iv e d ....................... 7 Gross receipts from admissions, mer chandise sold or services performed, or furnishing of fadlities in any activity that is not a business unrelated to the organization's charitable, etc., purpose . . 8 Gross income from interest, dividends, amoutts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less sec tion 511 taxes) from businesses acquired by the organization after June 30.1975 . . . 139,136 . 26,775 ! 3,477 175,140 18,167 8 39,382 8,396 80 45,728 2,406 287 399,386 0 55,744 3,852 19 Net income from unrelated business activities not Induded in line 18 " , . 0 to Taxrevenues levied foryour benefit and either paid to you or expended on your behalf . . 0 11 The value of services or fadlities furnished to you by a governmental unitw ithout charge. Do not indude the value of services or fadlities generallyfurnished to the public without charge 0 2 Other income. Attach schedule. Do not in dude gain (or loss) from sale of capital assets 1,000 3 Total of lines 15 through 22 . . . . 169,388 194,315 47,ass 48,421 14 Lins 23 minus line' 1 7 ............................. 142,613 176,148 39,462 46,015 15 Enter 1% of line 2 3 ................................... 1,694 1,943 479 484 6 Organizations described in box 10 or 11: a Enter 2% of amount in column (e), line 2 4 ....................................................................................................................... b Attach a list (not open to public inspection) showing the name of and amount contributed by each person (other than a governmental unit or publidy supported organization) whose total gifts for 1986 through 1989 ______ exceeded the amount shown in line 26a. Enter the sum of all excess amounts hare . S' C' 1'/.1.'. , . (Continued on page 3) 1,000 459,982 404238 8,085 345,565 C00<196 S c ft d o t* A (Form HO) ISSO tiri P a rt IV Support Schedule (continued) (Complete only if you checked box 10,11, or 12 on page 2.) p*o 3 27 Organizations described In box 12, page 2: a Attach a. list for amounts shown on tines 15, 16, and 17, showing the name of, and total amounts received In each year from, each "disqualified person," and enter the sum of such amounts far each yean (1989).............................................(1988).............................................. (1987)............................................. (1988).................................. . b Attach a list showing, fo r 1986 through 1969, the name and amount included in line 17 for each person (other than "disqualified persons') from whom the organization received more during that year than the larger of: (1) the amount on fine 25 for the year; or (2) $5,000. Include organizations described in boxes 5 through 11 as well as individuis. Enter the sum of these excess amounts for each yean (1989) (1988) (1987) (1986) 28 For an organization described in box 10, 11, or 12, page 2, that received any unusual grants during 1986 through 1989, attach a list (not open to public Inspection) for each year showing the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not indude these grants in line 15 above. (See specific instructions.) ___________ P a rt V Private School Questionnaire (To be completed ONLY by schools that checked box 6 in Part IV) Yes No 29 Do you have a radatty nondiscrim inatory policy toward students by statement in your charter, bylaws, other (1) PI governing Instrum ent o r In a resolution of your governing b o d y ? ..................................................................................... 29 30 Do you include a statem ent of your racially nondiscrim inatory policy toward students in all your brochures, catalogues, and other written communications with the public dealing w ith student admissions, programs, and sch o la rs h ip s ? ................................................................................................................................................................ . . . 31 Have you publicized your radaily nondiscrim inatory policy through newspaper or broadcast media during the period of solidtaiion fo r students, or during the registration period if you have no solicitation program, in a way that makes the policy known to all parts of the general community you serve?............................................................... If "Yes," please describe; if "No,* please explain. (If you need more space, attach a separate statem ent) 32 o you maintain the following: a Records indicating' the radal composition of the student body, faculty, and administrative staff? . . . . b Records docum enting that scholarships and other finandal assistance are awarded on a radaily nondiscriminatory b asis?.......................................................................... ......................................................................... o Copies of all catalogues, brochures, announcements, and other written communications to the public dealing w ith student admissions, programs, and s c h o la rs h ip s ? ........................................................................................... d Copies of ail material used by you o r on your behalf to solicit co n trib u tio n s? ................................................... If you answered 'N o* to any of the above, please explain. (If you need more space, attach a separata statem ent) 33 Do you discriminate by race in any way w ith respect to: Students' rights or p riv ile g e s ? ................................................... ..................................................................................... b Admissions polices? . , . ................................................................................................................................... e Employment of faculty or administrative s t a f f ? ............................................................................................................ d Scholarships o r other finandal assistance? (See in s tru c tio n s .)....................... ..... .................................................. o Educational p o lid e s ? ......................................................................................................................................................... f Use of fa d litie s ? ............................................................................................................................................................... 9 Athletic programs?............................................................................................................................................................... h Other extracurricular a c tiv itie s ? ........................................................................................................................................ If you answered *Yes* to any of the above, please explain. (If you need more space, attach a separate statem ent) . . . . . . . _______ . . . ____ _____ ___ ________ . . . . . . . . . 32a 32b 32c 32d 34a Do you receive any finandal aid or assistance from a governmental agency?.................................................................... b Has your right to such aid ever been revoked or suspended? ........................................................................................... If you answered *Yes" to either 34a or b, please explain using an attached separate statement 35 Do you certify that you have complied with the applicable requirements of sections 4.01 through 4.05 or Rev. Proc. 7 5 50, 1975-2 C.B. 587, covering radal nondiscrimination? If 'N o." attach an explanation. (See instructions for Part V.) . 000497 S ch td u J A (Form MO) IM O P art VI Lobbying Expenditures by Public Charities (see instructions) a(To/be completed ONLY by an eligible organization that filed Form 5768) Chock hero a, Chock hora 'b tf the organization belongs to an affiliated group (see instructions). If you checked a and 'lim ited control" provisions apply (see instructions). Limits on Lobbying Expenses / 36 Total (grassroots) lobbying expanses to influence public o p in io n ........................................ 37 Total lobbying expanses to influence a legislative b o d y ......................................................... 38 Total lobbying expenses (add lines 36 and 3 7 ) .................................................................... 39 Other exempt purpose expenses (see Part VI instructions) . .............................................. 40 Total exempt purpose expenses (add lines 38 and 39) (see instructions)............................. 41 Lobbying nontaxable am ount Enter the smaller of $1,000,000 or the amount determined under the follow ing table-- If th e am ount on lin e 40 la -- . The lo bbying nontaxable am ount la-- N otover$500,000 ................................... 20% of the amount on line 4 0 ....................... Over $500,000 but not over $1,000,000 . . $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 . $175,000 plus 10% of the excess over $1,000j000 Over $1,500,000 .........................................$225,000 plus 5% of the excess over $1,500,000 42 Grassroots nontaxabia amount (enter 25% of Gne 4 1 ) .............................................................. (Complote Ones 43 and 44* File Form 4720 If either flhe 36 exceeds Ine 42 o r Ike38 exceeds In e 4 t) 43 Excess of line 38 over Gna 4 2 ...................................................................................................... 44 Btcess of Gne 38 over line 41 4 -Y ea r Averaging Period Under Section 501 (h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the Instructions for lines 45-50 for details.) C alendar year (or fisca l year be g inn in g In) 45 Lobbying nontaxable amount (see instructions) . - ................................... 46 Lobbying ceiGng amount (150% of Gne 45(e)).............................................. 47 T o ta l lo b b y in g e x p a n s e s (see in s tru c tio n s )......................................... 48 Grassroots nontaxable amount (see instructions) ......................................... w 1990 Lobbying Expenses D uring 4-Y ear A veraging Period (b) (c) (d) 1989 1968 1987 Pa 4 (a) Total 50 Grassroots lobbying expenses (see in s tru c tio n s )......................................... C0043S Mm du) A (Form MO) 1MO P.QO 5 - Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations i Old the reporting organization directly or indirectly engage in any of the following with any other organization described ;in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527. relating to political' organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: (0 C a s h ..................................................................................................................................................................................... (ii) O tijer a s s e t s ............................................................... Other Transactions: (i) Sales of assets to a noncharitable exempt organization, (u) Purchases of assets from a noncharitable exempt o rg a n iz a tio n ............................................................................... (0 Rental of facfities or equipm ent......................................................................................................................................... (tv) Reimbursement a rra n g e m e n ts ......................................................................................................................................... (v) Loans or loan g u a ra n te e s .............................................................................................................................................. (vi) Performance of services or membership or fundraising s o lic ita tio n s .......................................................................... e Sharing of facilities, equipment, mailing lists o r other assets, or paid e m p lo y e e s ......................................................... d If the answer to any of the above is "Yes," complete the following schedule. The "Amount Involved" column below should always indicate 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 in any transaction o r sharing arrangement, the column should also indicate the value of the goods, other assets, or services received. M Line no. Amount involved (c) Name of. noncharitable exempt organization (0 Description oftransfers, transactions, and sharing arrangements * r 52a Is the organization directly or indirectly affiliated with, o r related to, one or more tax-exem pt organizations described in section 501(c) of the Code (other than 501(c)(3)) or In section 527? ................................................... Q Y o i b If "Yes,* complete the following schedule. W Name of organization (b) Type of organization (c) Description of relationship I I Ho i1 84-1130480 ^cpeyvr UNCLASSIFIED 1S C r\-^ \S y \ h e i I 3r" sc o r\ C SCHEDULES 'f r c '* - ) For the Year Ended *7A d d re s s / 2 Z 2 3 3 / V ? ___________________ _______________________________S o c ia l S e c u rity N o. ^ Z. / B o /it c m * ^ ^ Pfcc*rom /07 A44n2S/*tt+jrt /Hsn i*rol SCtt%issr+ 1 9 l 9 f C rd T ib u fte *l S'SJ DU/Z ot-f/C f inSt,r&s}(f Z4 tf& b 7 *3 Z t* H *s 0-zo 303 /c/n p is te s stW'S/tJ'S S S S 7 no i 1 99 -7 S'/ Sew /3 Z 3 /2 Z 7 -n o . it //'Z.0% chedule No. D*6 A ccoun tants Supply House i 1 - C005G0 E nvironmental R esearch foundation 2 2 3 ? /W-7 9 P.O. Box 73700 Washington, D.C. 20056-3700 (202) 328-1119 fax (202) 483-5110 v / Board of Directors December 1991 Debbie Keller, President The Nature Conservancy Tallahassee, Florida Karen Stults, Vice-President/Treasurer Environmental Coordinator Youth Action Washington, D.C. Katherine Montague, Secretary Co-founder, Environmental Research Foundation Brooklyn, New York Ed Begley, Jr. Actor Los Angeles, California Sue Greer Executive Director PAHLS (People Against Hazardous Landfill Sites) Valparaiso, Indiana Peter Montague Co-founder and Research Director Environmental Research Foundation Was hington, D.C. James Sackor TCAP (Toxics Communications and Assistance Program) Albany State College Albany, Georgia Robbin Lee Zeff Executive Director Environmental Research Foundation Washington, D.C. C00501 */ , ip ^.r / j UNCLASSIFIED SCHEDULES ________ For Y,, , E,,d. d.JUULll. A ddroia,' ^ ^ 2 2 . '2 . '^ '? / V "7*7 Social Security No. ' "public uJl-pAi ?c'r` . 1r".CSCM>< 2 ^ 6 0 Y i r f l i / i ! a. 4 ; ' i Ijiu UJathtrV^fc,^ , t> d Z i o n ~ r.J"7~? f2 < 0 :iv T h Pi\M t * 6 0 s u r-+tf s o i S POTtwCt-r Phi t d d t t pl-ii Cl , Qa. T 'V s * s *2- i 3 o J* Zooc- AAd Jo*-*-* 33> Parfc 3+ M c n + d i f i u r , p l CMOS'S. Sc^urna/1 T"do ^acc-vj 3 s e 5TM + 1(7 s w ^ ViOu/V4 rr JJf w H e n , (j. /. i c c i t . &2-ccco VOf tf a S >.c ^6 Ur>) + :>.' > ;> * ; o ) v< :? <Lx s. T If *fC*i & r c*.r -*'; c o . c/ P ld ild r c A ' i , M V_ i l C 3 is s Z^sco Ponald < Ross ZSO U i - i - h u^uj 4 * ' ^ , w v i c c - z ^ / 4 c < *\Gf4\JCia. ?Cl*n A a ccco -T u rd . 4 4 ? N/cr-r^ Pa_ $-*rtf*+ S o ` -V*^ S < o I n d ia n a-c-oi- 1i^Oi^iUc iS ccc 1 Schedule No. D-6 A ccountants Supply H ouso 1 J.______ COOfiG? # g t---- * *JJ j j j UNCLASSIFIED SCHEDULES o-\ gc^ae-cir- ___________ ' ' For.,h. Y,, , E,,Jod ...I'JJfJJj. Social Security No. C.ha'i-'S ?hnr MfUVrc^ov' tno-r+* - \S-Si U A\+am r ^ n , ln . 2 1 2 a.^+ t-tiaji^i <.1r-dr OeWi&r l^+<> svi U-c 3 ViS. 3,2.3 0 1- ? n 3 Thd. S^w/Hdri f"clvA JOn ct*idu+ (uashiocj-teo ,bd 2,o<?cct - M H U /inn 2.oic^rtS 9 UL'/sA .q-^ STfiTf lOTn fs'tcor rM Y a i5 p-oiiiCe-ieiifif* -?iannitvj l2A0 A 'Jt. Av ** +*K Ai^/* 13- $ tit\.o Wrt, |oiiq st^<fp ^('0 lgr 6*/I -^ir+ "nq St. Lowi* h-^s to!oi r< >5 &<?y -'i .;-i:: z \tsq 3 iS^co SS,oca g l<>CCQ i (OC- 2Or, 51CCOC- Schediti# No. D*6 A c c o u n ra n tt Supply Houao 000503 UNCLASSIFIED SCHEDULES Ih. Y.orEnd.dS r> V iS iA A V > n n it / .s s < r * ' c ~ r a '- r u J a . l ' n * _____________ L F,, lllin j V f& -* 2 2 - 2 3 3 / ^ 7 ? _______________________________ Social S ocutity No. i$6 S chsdctf J 2 1/ do/nf Omuxt ' 6-trend//V Od&t Pdn /01,4m 1 99*115 flOc OPgitfs-amiir, CS Hobb P dn ' \ a y hoo f 6 9 h(?,C0Q ! ^7,9/ Pvbhd (L d ifffl <W/ //>C !2$, 00.0 ! M t 9/5 Hj A i -ton Je ss? Pds> :%4,000 ! 9 l5 /bnrt& ~ 50,000 Zh 9*5 LfuirtSeSi &d*n \l9,aon ) 9*5 P l l b ' f t k Pels \ l4] 0QQ / 9 t 4 ?lAAd dcS t s . j . Belc/Od \h.O0 O 62, 9*5 Is$tooo \ Z t,,t fitv/souJf 8tbooCiZ4,0 ! ^I, "U< <W5.5t>< / 939 Z5,ooo Z5ooo 15; 00O 30, 066 lA ooo 25,000 3? OQf% <, oca. /O. 00,0 5t coo -4,c& 2TLOOO t n , <oc /< 0GO t9 &`7 *17540 i 5.000 47,0 A? 10, 60 /< 00 1`tSi. t$, aof <,.006 5, COfO 2,00c V, 5-oc flC*S$ O u fif / f i g G r tt^ o t &ba</-6. & p o 3 5 i1 S c h tJ u U No, 0 4 A ccountant* Supply H ou*o 000504 . If PAddroas UNCLASSIFIED s c h e d u l e s fnn*-n*T*t A u t a r c h * 3 w a * , * . w auw f i j l t i t * Z - L - Z t e M t j _______________________ Social Security No. U l^ J I 1/ 5 ^ 0 PQslr // pasj W Pit^zi fijJf-t 2. i t r %4 H i (?<*<(. 47 / J' { f t f t t i iter*, $s)/ - - -Co s /- Gtytprtt/}? ibOQ3> r - j / n , t* / , Qci 3 fJioU C i^H cn^i m &Z& H$61 AflOumuMrsrf OepsfaaT *>">- .?/ Z iit. /0,b*?T/ / yon bj$1 2.Vt b0o >chdula No. D*6 A cco u n ta n t* Supply Houao II I COOiiOS A i 317 3-90 1235-3 990 D e p a rtm e n t of t h e Tieasuty In te rn a l Revenue Service Return of O rganization E xem pt From Incom e Tax OMB No 15<5-OW7 U nder section 5 0 1 (c) (except black lung b e n e fit tru s t o r p riv a te fo u n d a tio n ) o f th e In te rn a l Revenue Code or se ctio n 4 9 4 7 (a )(1 ) tru s t (See separate in s tru c tio n s .) 189 Note: You may be required Id use a copy of this return 1osatisfy statute porting requirements. See instruction i. f t _j:__ t k. rs *-<* n a iqd q \ i h * i * _* r> r - r. a n 19 * U i 1RS libri. Oth&r* wiie, pi* print of typ. Name of organization tJi/I# Q rJfr)C rJT # L fft& E A R C H Address (number and street) or P.O. box number P 0. B o x 73 City or town, state, and ZIP code W ftS H Ir t& T o t'i . 700 C > .C . Q O O S ta-Z lO O \ \ A Employer identification number (see instruction S) 53 1 5 3 3 /V 7 9 'in s ta te registration number (see instruction E) . C If application for exemption is pending, check here ......................................................... D Check type of organisation-- Exempt under section S I 501(c) C 3 ) (insert number). E Accounting method: . 0 Cash Q Accrual OR n section 4947(a)(1) trust (see instruction C7 and Question 92.) Other (specify) F Is this a group return (see instruction Q) filed for affiliates?. . . . . Q Y e s ^ N o |f - Vm ," enter the number of affiliates for which this return is filed Is this a separate return filed by a group a f filia te ? ...................................D Y e s S .N o G If either answer in F is 'Yes,* enter four-digit group exemption number (GEN) * H Check here D if your gross receipts ere normally not more than $25,000 {see instruction 511). You do not have to hie a completed return with IRS; but if you received a Form SSO Package in the mail, you should file a return without financial data (see instruction A). Some states require a completed return.__________ Note: Form990Z isavailable tor organar/orts wi:hgross receipts less Than SI 00,020 and tota/ assets less than 250,000 a: eng ofyear._____________ 501(c)(3) organizations and 4947(a)(1) trusts must also complete and attach Schedule A (Form 990). (See instructions.) S ta te m e n t of Revenue, Expenses and Changes in N et Assets or Fund B alances 1 Contributions, gifts, grants, and similar amounts received; a Direct public s u p p o r t.......................................................................... la I / 2 , / / I b Indirect public s u p p o r t ....................................................................._ lb _ j_____________ [ c Government g r a n t s ...........................x ...................................... lc d Total (add lines 12 through 1c) (attach schedule-- see instructions) 3T&T ? iY l& O T . H 2 Program service revenue (from Part VII, line 9 3 ) ........................................................... 3 Membership dues and assessments ................................................................................. - 4 Interest on savings and temporary cash investments . ................................................. 5 Dividends and interest from securities................................................................................. 6a Gross r e n t s ..........................................................................................1 6a b Less: rental expenses.......................................................................... 1 6b_ c Net rental income ( lo s s ) ............................................................................... 7 Other investment income (describe ___________________ Sa Gross a m o u n t fro m sale o f assets other than in v e n to r y .......................................... Sa I (A) SecuTit* 8a b Less: cost or other basis and sales expenses Sb I 8b e Gain (loss) (attach schedule) . . . . 8c I 8c (B) Orner Special fundraising events and activities (attach schedule-- see instructions): Gross reveuue-(not including S _ of contributions reported on line l a ) .......................................... b Less: direct expenses.................................................................... 9a i 9b I c Net income (line 9a less line 9 b ) ................................................ 10a Gross sales less returns 2nd a llo w a n ce s..................................... 10a b Less: cost of goods sold . . ' ................................................ 10b I e Gross profit (loss) (attach s c h e d u le )-.......................................... 11 Other revenue (from Part VII, line 1 0 3 ) ..................................... 12 Total revenue (add lines Id, 2 ,3 .4 . 5 .6c. 7 , 8d. 9c, 10c, and 11) 13 Program services (from line 44, column (B)) (see instructions). . . VM c 14 u&K 15 16 Management and general (from line 44, column (C)) (see instructions) Fundraising (from line 44, column (D)) (see instructions) . . . . Payments to affiliates (attach schedule-- see instructions) . . . . 17 Total expenses (add lines 16 and 44, column (A))..................... ..... . 18 Excess (deficit) for the year (subtract line 17 from line 1 2 ) ........................... 19 Net assets or fund balances at beginning of year (from tine 74, column (A)) 20 Other changes in net assets or fund balances (attach explanation) . . , 21 Net assets or fund balances at end of year (add lines 13.19. and 20), . . . For Paperwork Reduction Act Notice, tee pace 1 of the Instructions. 111 I I 12 13 14 15 I 16 I 17 I 18 19 M20 HO. H b i W.S I Form990 Il?89)  r3I3 1-90 O J.a3 Form 2 7 5 8 (Rev. November 1989) Department ot the Treasury Internal Revenue Service Name Application for Extension of Time To File C ertain Excise, Incom e, Inform ation, and O ther Returns File a separate a pplication fo r each re tu rn . OMB NO. 1545-0148 Expires: 10-31-92 Please type or print. File the original and one copy by the due date for filing your return. (See instructions on back.) *J V ) r oaJ Number and street (or P.O. Box number tl mail is not delivered to street address) P. O &OX 7 370n City or town, state, and ZIP code VjASH^&T -Pc. 'PDQS-?'?r>n Employer identification number N ote: Taxpayers who file a corporation income tax re furn, including Forms 990-C, 990-T, and 1120S, must use Form 7004 to request an extension o f time to file. Partnerships, REMICs, and trusts (except those that file Form 990-T) must use Form 8736 to request an extension of time to file. 1 An extension of tim e u n t i l ........... ........... ........... ............... .......................................................... is requested in which to file (check only one): Form 706GS (D) Form990-PF Form 1041-A Form3520-A Form 8612 O Form 706GS CD Form 990-T (401(a) or 408(a) trust) Form 1042 Form 4720 Form 8613 & Form 990 or 990EZ Form 990-T (trust other than above) Form 1042S Form 5227 Form 8725 Form 990-31 Form 1041 (estate) Form 1120-ND (4951 taxes) Form 6069 Form 8804 If organization does not have an office or place of business in the United States, check this box ..................................................... 2a For calendar year 1 9 ..........or other tax year beginning____ Q & C g f d .> and e n d in g ...^ p . /3 S Q b If this tax year is for less than 12 months, check reason: Initial return Final return Change in accounting period 3 Has an extension of tim e to file been previously granted for this tax year? ......................................................................D Yes & N o 4 State in detail why you need the extension.................................................................................................................................................................. . A U - . . .vAxJiC /n C lX ljs U .. . I s . jo! & . A . . .C .2* d a c v / i C f e . fit T . . - t.U fr l- l. n . b le.___ i.C .o rd i. .q C A : t t ............................................. 5a If this form is for Form 706GS(D), 706GS(T), 990-BL, 990-PF, 990-T, 1041 (estate), 1042, 1120-ND, 4720, 6 0 6 9 ,8 6 1 2 ,8 6 1 3 ,8 7 2 5 , or 8804 enter the tentative tax. (see in stru ctio n s)........................................................... $ __________________ b If this form is for Form 990-PF, 990-T, 1041 (estate), 1042, or 8804 enter any refundaole credits and - estimated tax payments made. Include any prior year overpayment allowed as a credit, (see instructions). . . $ _________________ c Balance due (subtract tine 5b from line 5a). Include your payment with this form, or deposit w ith FTD Coupon if required, (see instructions) ...........................................................................................................................................$_______________* S ig n a tu re and V e rific a tio n Under penalties of perjury, 1declare th a t I have examined this form , including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete; and th a t l am authorized to prepare this form. Signature Date ______________________________________________ File original and one copy. IRS w ill show below w h e th e r or n o t your application Is approved and w ill re tu rn the copy.______________ Notice to Applicant-- To Be Completed by IRS We HAVE approved your application. (Please attach this form to your return.) We HAVE NOT approved your application. (Please attach this form to your return.) However, because of your reasons stated above, we have granted a 10-day grace period from the date shown below or due date of your return, whichever is later. This 10-day grace period is considered to be a valid*extension of tim e for purposes of elections otherwise required to be made on timely filed returns. We HAVE NOT approved your application. After considering your reasons stated above, we cannot grant your request for an extension of time to file. (We are not granting the 10-day grace period.) We cannot consider your application because it was filed after the due date of your return. O ther.......................................................................; ................... ............................................................................................................................... Oirectof Date By: If the copv of this form is to be returned to an address other than that shown above, please enter the address where the copy should be sent. Name Please Type or Print ___________ N ), L o r o / ^ G fiLtxS tr^ d o ^/U e ^ Number and street (o i^ tQ . Boi number if mail is not delivered to street address) ^0 5 ^ City oMOwn. state, and ZIP code //.O fs /v J .^ //i n J riy / C o - ______________________________ For Paperwork Reduction Act Notice, see back of form. ____ o ts .n ----------------------- -- Form 2 7 5 8 (Rev. 11-89) 000il07 \ $ ?0'2 3 Q Form 9 9 0 (1 9 8 9 ) S tatem ent of Partii Functional Expenses 317 390 __ P itt 2 All organizations must complete column (A). Columns (5), (C). and (D) are required (or section 501(cX3)and (c)(4) organizations and 4947(a)(1) trusts but optional (or others. (See instructions ) Do not include amounts reported on line 6b, 8b. 9b. 10b. or 16 of Part l. . (A) Tolsi (B )P to g r m services (C) Management and general (D) Fundraising 22 Grants and allocations (attach schedule). . . 23 Specific assistance to in d iv id u a ls ..................... 24 Benefits paid to or for m em bers.......................... 25 Compensation of officers, directors, e tc .. . , 26 Other salaries and w a g e s..................................... 27 Pension plan c o n tr ib u tio n s ........................... .... 28 Other employee b e n e fits ..................................... 29 Payroll taxes . . . . . . . . . . . . 30 Professional fundraising f e e s .......................... 31 Accounting fees. 32 Legal fees ............................ . . . . . . 33 S u p p lie s ................................................................ 34 T e le p h o n e ................................. ..... . . . , 35 Postage and s h ip p in g ...................................... .... 36 Occupancy ...................................................... 37 Equipment rental and maintenance . . . 38 Printing and p u b lic a t io n s ........................... 39 Travel .AriO ... 40 Conferences, conventions, and meetings . , 41 In t e r e s t ............................................................ 42 Depreciation, depletion, etc. (attach schedule) 43 Other expenses (item ize): a................................. . . . . 5 - fr . . L T 'T i iT l .......... 3 1,ooo 5 1, o o o /na? 316 7 .UP 1 .3 3 531 /P.633 -3? 673 H mss IS.T ig . 31b 7 .6 ,6 0 1 ,3 3 1 5 39 Z3.638 3 5 .1 3 . 44 Total functional expenses (add lines 22 through 43 ) Oijir.iinraia comptetir.g colmr.rt 5-D. orry these tettis to Fines13-15. ib W ii / P .'M P artili Statement of Program Service Accomplishments (See instructions.) Describe what was achieved in carrying out your exempt purposes. Fully describe the services provided; the number of persons benefited; or ether relevant information for each program title. Section 502(c)(3) and (4) organizations must also enter the amount of grants to others. Expenses FtesiitC 1er tlioa M lttX ) m i (<) iioai: eplioMl It* oiMrt . . f iA J . D ................................... ..i;cci:c`riU'Ux^...-.&Qy.p.s... .................... (Grants and allocations S IL (Grants and allocations S (Grants and allocations S (Grants and allocations $ e Other program services (attach schedule).................................................... (Grants and allocations S f Total (add lines a through e) (should equal line 44, column (B)?, Hs ? , 9 C00508 317 3 90 Form 990 (J9e9 P a r t I V B alance Sheets Note: Where required, attached schedules and amounts in the description column should be for end'Of' vear amounts only.___ A sse ts 45 Cash-- noninterest-bearing . . . . 4 6 Savings and tem porary cash investments (A) Beginning of year .h S A lk 45 46 1237 Pi(t 3 (B) End of year a g ,T 3 t, IB.CaSq 47a Accounts re c e iv a b le .......................... b Less: allowance fo r doubtful accounts 48a Pledges r e c e iv a b le ................................................ b Less: allowance fo r doubtful accounts . . . . 47a 47b fMmm 48a 48b 4 9 Grants receivable. . . . . * . . . ................................................................ 5 0 Receivables due from officers, directors, trustees, and key employees (attach s c h e d u le ) ..................................................................................................................... 51a* Other notes and loans receivable (attach schedule) 5 la I f b Less: allowance fo r doubtful accounts . . . . 51b| 52 Inventories fo r sale or u s e ................................ ..... 53 Prepaid expenses and deferred charges . . . 54 Investments-- securities (attach schedule) . . 55a Investments-- land, buildings, and equipment: b a s is ........................................................................... 55a b Less: accumulated depreciation (attach schedule) ................................................................. 55b I 56 Investments-- other (attach schedule) . . . . 57a Land, buildings, and equipment: basis . . . I 57aI 3 3 . IM S b Less: accumulated depreciation (attach schedule) . ! 57b 1 . 58 Other assets (describe >- &EPOSHT 59 Total assets (add lines 45 through 5 8 ) ..................................... Liabilities 60 Accounts payable and accrued e x p e n s e s ........................................................... 61 Grants p a y a b i e ..................................................................................................... 62 Support 2nd revenue designated for future periods (attach schedule) . . . 63 Loans from officers, directors, trustees, and key employees (attach schedule) 64 Mortgages and other notes payable (attach s c h e d u le )..................................... 6665 Other liabilities (describe ? f t V & O L L T fr X g n S __________________ Total lia b ilitie s (add lines 60 through 65) Fund Balances or N et Assets Organizations th a t use fund accounting, check here Q and complete lines 67 through 70 and lines 74 and 75. 67a Current unrestricted fund . ..................................................................... b Current restricted f u n d ................................................ 68 Land, buildings, and equipment f u n d ................................ ' . . . . 69 Endowment fund .......................................................................................... 70 Other funds (describe ________________________________________ Organizations that do not use fund accounting, check here P* G and complete lines 71 through 75. 71 Capital stock or tru st principal.................................................................... 72 Paid-in or capital s u r p l u s ......................................................................... 73 Retained earnings or accumulated incom e............................................... 74 Total fund balances or net assets (see in s tru c tio n s )............................... 75 Total lia b ilitie s and fund balances/net assets (see instructions) . . 47c 49 51c 52 53 I 54 M >3 O iL s v s a o Mi 56 I S7cl /H T30 58 y . T g p 59 I / g a . S Q S ' ' 61 62 63 64 I 6656 ? 27.! S22. 67b J68. 69 70 I <?5.*ao 72 I 73 74 I 75 I ;/.v4gl f 0 3. 3>Sl 000509 ' *1237-2 ! 317 3-90 form 590(1909) List of Officers. D irectors, and Trustees (List each one even if not compensated. See instructions.) Pif* 4 (A) Name and address (B ) Title and average hours per week devoted to position (C ) Compensation (It n o t paid, e n te ria ro ) (D ) Contributions to employee benefit plans (C) Crpense account and other allowances S T T E f O . E N I . . ................................. 2 1 000 O O i ^ r . a ' i P Other Inform ation Yes I No 7 6 Did you engage in any activity not previously reported to the Internal Revenue S e r v i c e ? ........................................... If "Y e s ," attach a detailed description of each activity. 7 7 Were any changes made in the organizing or governing documents, but not reported to IRS? . . ........................... If "Y e s ," attach a conformed copy of the changes. 78a Did your organization have unrelated business gross income of $1,000 or more during the year covered by this return? b If "Y es," have you filed a tax return on Form 990-T, Exempt Organization Business Income Tax Return, for this year? c At anytime during the year, did you own a 509s or greater interest In a taxable corporation or p a rtn e rs h ip ? ...................... If "Y e s / complete Part IX. 79 Was there a'liquidation, dissolution, termination, or substantial contraction during the year? (See instructions.) . . If "Y e s," attach 2 statement as described ir. the instructions. 80a Are you related (other than by association with 2 statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization? (See instructions.) . . . . b If "Y es," enter the name of the organization .................................................................................................................. ................................................................................................. and check whether it is exempt OR nonexempt. 8 1a Enter amount of political expenditures, direct or indirect, as described in the instructions. t l a !------ /V Q rtf ~ _ b Did you file Form 1120*POL, U.S. Income Tax Return for Certain Political Organizations, fo r this year? . . . . 82a Did you receive donated services or the use of materials, equipment, or facilities at no charge or at substantially less than fair rental v a lu e ? ..................................................................................................................................................... b If "Y es," you may indicate the value of these items here. Do not include this am ount as revenue in Part I or as an expense in Part II. Sse instructions for reporting in Part i l l . . . . l8 2 b !______________ 83a Did anyone request to see either your annual return or exemption application (or b o t h ) ? ............................................ b If 'Y e s ,' did you comply as described in the instructions? (See General Instruction L . ) ................................................. 8 4a Did you solicit any contributions or gifts that were not tax d e d u c tib le ? ........................................................................... b If "Yes." did you include w ith every solicitation an express statement that such contributions or gifts were not tax deductible? (See General Instruction N . ) .......................................................................................................................... 85a Section 5Cl(c)(5) or (6) organizations.-- Did you spend any amounts in attempts to influence public opinion about legislative matters or referendum? (See instructions and Regulations section 1.162-20(c).) b If "Y es," enter the total amount spent for this purpose................................................................ 185b 8 6 Section 50J (c)(7) organizations.-- Enter: Initiation fees and capital contributions included on line 12......................................... .... 86a /> //) Gross receipts, included on line 12, for public use of club facilities (See instructions.) . , 86b A 1A . Does the dub's governing instrument or any written policy statement provide for discrimination against any person because of race, color, or religion? (See instructions.)................................................................................ 87 Sect/on 501(c)(22) organizations.-- Enter amount of: a Gross income received from members or shareholders............................................................... 87a A. b Gross income received from other sources (Do not net amounts due or paid to other sources Af&against amounts due or received from th e m .).......................................................................... .... 87b 88 Public interest law firms.-- Attach information described in the instructions. 89 List the states with which a copy of this return is filed .................................................................................................. 90 During this tax year did you maintain any part oi your accounting/tax records on a computerized s y s t e m ? ..................... 91 The booVs are in care of . . 4 7. Telephone no. Located at R .... j . PP.'S?.'.. .P Q 92 Section 9 4 7 (a X l) trusts filing Form 990 in lieu of Form 1041, U.S. Fiduciary Income Tax Return.-- and enter the amount of tax-exempt interest received or accrued during the tax year. . . . 19 2 IV 83 a C00510 317 3-W /-O form 990(19891 Part VII A n a lysis of In c o m e -P ro d u c in g A c tiv itie s Enter gross amounts unless otherwise indicated. 93 Program service revenue: Unrelated business income () Business code <b) Amount (a) 'R jVA 1 c u T i e r> (<cb)) Pige 5 Excluded by section 512,513, or 514 () Exclusion code /? - i d) Amount a t . 7 7 S' () Related or exempt function income (d) W (0 (g) Fees from government agencies . . . . . 94 Membership dues and assessments................... 95 Interest on savings and temporary cash investments 96 Dividends and interest on securities................... 97 Net rental income (loss) from.real estate: (a) debt-financed property................................ j| I 1 19 3.V77 w/m m /ikW //////M W ////M v /m m w m (b) not debt-financed property........................... 98 Net rental income (loss) from personal property 99 Other investment income . . . . . . . . . 100 Gain (less) from sales of assets other than inventory 101 Net income from special fundraising events . . 102 Gross profit (loss) from sales of inventory . . . 103 Other revenue: (a )______________________ _____________ 1_______________ ( b ) ---------------------------------------------------------- < c )------------------------------------------------------ (d ) --------------------------------------------------( e ) ------------------------------- -------------------104 Subtotal (add columns (b),(d), and (e)) . . . . 105 TOTAL (add line 104, columns (t), (d), and (e)) w /rn /m m 1 1 1 i w/mmmi som 1 1 1 1 1 3 Q .9 S Part VIII(Line 105 plus line Id . Part I. should ecual the amount on line 12, P arti.) Relationship of Activities to the Accomplishment of Exempt Purposes Li ne No. -T Explain below how each activity for which income is reported in column (e) of Part VII contributed importantly to the accomplishment of your exempt purposes (other than by providing funds for such purposes). -, / / A Part IX Inform ation Regarding Taxable Subsidiaries (Complete this Part if you answered "Yes" to question 78c) Name, address, and employer identification number of corporation or partnership Percentage of ownership interest Nature of business activities Total income End-of-year assets P //+ - i 1 1 Under ser-atiies of perjury l cerate that l have examinee *.n i return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) ts based on all information of which preparer has any knowledge. Paid Preparer' s Use Only Fun's name Ur' yours if seit'cmpfoyed) ano addicts 702S UNTO H K m jfT m W H U ; 000511 STATEMENT: 1 * NAME: F E IN : F .Y .E .: PAGE: L IN E : EN V IR O N M E N TA L RESEARCH 2 2 -2 3 3 1 4 7 ? 11.30.' 2 4 2 - D E P R E C IA TIO N DES C R IP iIO N DATE AC Q U IR ED BAS IS ACCUM DHPR * N METHOD L IF E CURRENT DEPR' N V A R IO U S * V A R IQ S 2 3 ,S 3 ? 2300 ACRS 5YRS COMPUTER 2 .3 2 ,2 2 2 ..1 5 4 ACR3 5YR5 ______ _ . 50GKSELVES COMPUTER COMPUTER COMPUTER C O hi-U i EK 11 S 4 . 3 7~~ . 7 " i l . S3* i l .3 5 223 " --------------- S S O '" *T t -- .... 'S 2 2 ''" ' 328 117 " A C R 3 5YR3 41 t3 7 'M&CR'S 5 Y R S ______ J?JL ss. MACRS 3YR3 36 ' M A C R S ' '5 Y R 3 '..... - -- J . t f /V MACRS 5Y R 3 TELEPHONE E U U i, P M L fT i------EQ UIPM ENT COMPUTER COMPUTER 1 2 . 1 8 . BS 1 .3 .3 ? 1 . 1 S . 5 '? .... 12T3T55 1 2 . 2 8 . SB 322 22 254` 373 777 56 33i 3fa 75 ISS MACRS MACRS MACrTS MACRS MACRS 7YRS 7YRS 1Wj fV*w* 5YRS 5YRS ___________2 1 _ 55 1,2 1(4 _ 5Mv| " COMPUTER "TTiZSTSs': ' 412 ?a MACRS 5YRS 314 1 COMPUTER 1 .5 .3 ? 58 S SM M ACRS . 5 Y R S m1 COMPUTER 2 .3 .3 ? -2, 3 5 537 MACRS 5YR3 COMPUTER c Om k U ! art 2 .2 4 .8 ^ 5 .3 1 . "S W -------------------- 1 3 ? 2oo 3? MACRS 5YRS mS C P ^T 5VR5 _____ 13S 1 PURN it F IX FORM it F IX 1 2 . S? 1 2 .1 0 .S 3 230 S . . l i t MACRS 5 Y R S _____ __ - l i . .............1.7 ..J 3 6 C B S -. ,,5 .Y R S ... _______ 3t,, FURM it F IX 1 . 2 . S? 3 7 ..J-1AC.RS. 5.Y .P -..- -13 F U i-:N F I X 1 .3 ". S? 177 35 M ACES_. =,vs-c L_ fo e iN i r T * PORN l F X X L FT* ECKJXPf^E/OT 1 ? . 36. AO 3 - K . 40 1, ` 5 . Ao ____________ 5 4 A 53 J 3O 0 rr\ftc(X mlT5 QTft. 7V5 ___________ _ 0 m.D CrP_.... 1VRS 0 ` 7 VKS` 1 0 1 Vf ,0 ! EOO r . ? r r c Pj- r 1. 1S. R 10b 0 /rtT.0 i'i s 36 ! EO^tPrT-CrOT ? ' 3To______ ? M5 0 1TGS 56/ 1 Zornfv/TER HRRlvi^C 11 / A 0 LA-seR^tT PRlrKt, 3 .4 3 3 LTAS O O /frrmi.Ti-nniACRftlrsSi-VrK. SiRS. RYRS (73 1 40 1.1. fiZFR T FRTiJI i o . ^ S '.'o __________ 3 -O fe O __________ s_ ft-*- .--V _________ L A i. p, .. --. T o t a l _____________________ i H H i S 776 I_________________ s L l M -- C00512 L<- l O r c cJ tc r rv j^ T : a ! Narnj? _,__Er0_JjRoJf^'cOTf\L ^ESEAPK-H. _T^OHD A-TXrvJ 1 i FETrt '. - 3 ^ 3 ) H"7^ ; FV : U . 3 0 .^ 0 > _ __ __ ___________ P f ^ r - . .. "2 !1i L w c : 4 " Ot h e r ExjPFrose^ ColfA") 3 H v) S u r a i >j c 6 o m ? o T E ft E X P E L E o o K S ftriD J o -o R riP iL ^ ftW E ftT X ^ D IrJ G C o K S u_uTX^Cr r C E s C o NTS Xo OTXCx^S Q F F x c r e x P etost B a n e charges JO X ^C ^U LR ^ Q O S $ lg .g 7 0 f, 140 >5, IM O __gLao. (c l 1,000 O OO 2 .,_ h T 3 _ 72 So t? 5 .f7 a C00S13 P p . by V by F H S --------- T T T " iO T A F T E T n et^ V ' J & o c _ ___ F/OviaRoK)wgr>Tft u _JELGSLES-ftCtt.-. F o o r'D ftT X o ri 3 a - 3 5 ^ m - 7 q __________________________ '________________ ...............H . 3 0 . S o PftfeE-. P A R T '- VT- O F T > X R F tL -to R S Time RoB&Zni ' -E F p PRCXOO^T D f fcoRA*4 ^ETlLEP I fta&RT H A W S * V rcjsr- P R ^ t Re c o RR II (CftTH-QJrviF mr\ITA&UE I PETfck (YorvtAS'JE' ______ 1L e d __ B r f e L r v o r _____ ^C tfiFTA W * rr\FonRe(^ W W X F K E D SCrtc-ALE1* . -y"o 'T a ~ PftR V PART PART PART PART Pa r t . I w i r o l : ..... o r ^ T K X - _ > P e N S i; -O ' -o - -Or. -o - ' - o* -o - - - - - o r_ -o - - 0- o- l( OOO -o -o - - o . - .. - O ; - o- <S- - 0* i - O - *11 o o O 000514 w STATEMENT: NANE: FEIN: F.Y.E.: PAGE; PART: LINE: 4 ENVIRONMENTAL RESEARCH FOUNDATION 22-2331479 11.30.90 1 I ID SCHEDULE OF CURRENT YEAR BRANTS NAME: GERALDINE DODGE FOUNDATION ROCKEFELLER FAMILY FUND CS MOTT FOUNDATION PUBLIC WELFARE FOUND., INC K. ALTON JONES FOUNDATION ANNE ROBERTS TOTALS TOTAL 1990 25,000 15,000 30,000 25,000 35,000 5,000 135,000 000515 314. 2-90 1245 O *1 SCHEDULE A Organization E x e m p t U n d er 5 0 1 ( c ) ( 3 ) OMB No. 15*500*? (Form 990) Department of Ih* Tieuury Internal Revenue Service (Except Private Foundation), 501(e), 501(f). 501 (k). or Section 4947(a)(1) Trust Supplementary Information ________________Attach to Form 990 (or Form 990EZ). _____ 1889 Name Employer Identification number Parti Compensation of the Five HighRe'sEt SPaid.f^ECmVplAoyeeFs tOitUherrJTthSafntOTftfOice^rs, DirectoSrsa, anjd Trustees ( i ) Name and address ot employees paid more than 1 3 0 ,0 0 0 (b) Title and average hours per week devoted to position (c ) Compensation (d) Contributions to employee benefit plans (e ) Cipense account and other allowances Total number of other employees paid over ! $ 3 0 .0 0 0 ................................................................ AoNE ^WMMifiM/MKMS. Partii C o m p e n sa tio n o f th e Five H ighest Paid P ersons fo r P rofessional S e rvice s (See s p e c ific in s tr u c tio n s .) (List each one. If there are none, enter " None.") (a) Name antf c r e s s of persons paid mort than S 3 0 .0 0 0 (b ) Type of service (c ) Compersat.cn -1 Total number of others receiving over $30.000 for professional service s........................................... Partili S ta te m e n ts A b o u t A ctivitie s A io n lE 1 During the year, have you attempted to influence national, state, or local legislation, including any a ttem pt to influence public opinion on a legislative matter or re fe re n d u m ? ........................................................................................... If "Y e s." enter the to ta l expenses paid or incurred in connection with the legislative activities. S ________________ Complete Part VI of this form for organizations th a t made an election under section 501(h) on Form 5768 or other statement. For other organizations checking "Y e s ." attach a statement giving a detailed description of the legislative activities and a classified schedule of the expenses paid or incurred. 2 During the year, have you, either directly or indirectly, engaged in any of the following acts with a trustee, director, principal officer, or creator of your organization, or any taxable organization or corporation with which such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary: ba Sale, exchange, or leasing of property?..................................................................................................................................... Lending of money or other extension of c re d it? ..................................................................................................................... c Furnishing of goods, services, or fa c ilit ie s ? .......................................................................................................................... d Payment of compensation (or payment or reimbursement of expenses if more than $ 1 ,0 0 0 )? ...................................... e Transfer of any part of your income or a s s e ts ? ................................................................................................................. If the answer to any question is "Y es," attach a detailed statement explaining the transactions. 3 Do you make grants for scholarships, fellowships, sludent loans, e t c . ? ................................ , ....................................... 4 Attach a statement explaining how you determine that individuals or organizations receiving disbursements fro m you in furtherance of your charitable programs qualify to receive payments. (See specific instructions.) ^ fh __________________________ For Paperwork Reduction Act Notice, see page 1 o( the instructions to Form 990 (or Form 990EZ). Schedule A (Form 990) 19B9 00051s f?45-2 . 990 1989Sc N edo! A ( r 0 fm ) P artlV Reason fo r N o n -P riv a te Foundation Status (See instructions tor d e fin itio n s.) The organization is not a private foundation because it is (please check only ONE applicable box): 314 2-90 Pt 2 5 * A church, convention of churches, or association of churches. Section 170(bXl)(A)(i). 6 2 A school. Section 170(b)(l)(A)(ii). (Also complete Part V. page 3.) 7 D 3 A hospital or a cooperative hospital service organization. Section 170(bXl XA)(iii). 8 O 4 A Federal, state, or local government or governmental unit. Section 170(b)(lXAXv). 9 A medical research organization operated in conjunction with a hospital. Section 170(b)(l)(A)(iii). Enter name, city, and state of hospital ................................................................ ........................................................................... 10 6 An organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(bXl)(A)(iv). (Also complete Support Schedule.) 11 Jg xl] 7 An organization that normally receives a substantial part of Section 170(bXl)(A)(vi). (Also complete Support Schedule.) its support from a governmental unit or from the general public. 1 2 8 An organization that normally receives: (a) no more than Vi of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975, and (b) more than Vi of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc., functions-- subject to certain exceptions. See section 509(a)(2). ( Also complete Support Schedule.) 13 9 An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) boxes 5 through 12 above; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(aX2). See section 509(a)(3). Provide the following information about the supported organizations. (See instructions for Part IV. box 13.)__________ (a) Name of supported organizations (b) Box number from above 14 An organization organized and operated to test for public safety. Section 509(aX4). (See specific instructions.) Support Schedule (Complete only if you checked box 10, 11. or 12 above.) Use cash method of accounting. Cal endar year (or fi scal year beginning in) j 15 Gifts, grants, end contributions received. (Do not include .'Rusua! grants. See line 28 ) . . 16 Membership fees received . . . . 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that ;s not a business unrelated to the organization's charitable, etc., purpose .............................................. (> 1983 /7 5 ./V 0 It. lb 7 (b) 1987 3?, 1 (c) ! 1986 Cp V 0 (o 00 1985 3 / . S 'oo -- <) Total 5 ^ 1 ,1 5 0 n ,% \ 18 Gross income from interest, dividends, amounts received from paymeny on securities leans (section 512(X5)). rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organizationafter June 30.1575 . . . . ? YO 3 3 1 Ill 19 Net income from unrelated- business activities not included in line 18 . . 20 Tax revenues leviedfor your benefit and either pud to youor expenced onyour behalf . . . 21 The value of services or facilities furnished to you by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without cha'ge . . . . 22 Other income. Attach scheouie. Do not dude gam(or less) fromsale ol capital assets . | V / GOO -- -- -- 23 Total of lines 15 through 22 . . . 1 i i H . ' M Z 24 Line 23 minus line 1 7 .................... 1 / 7 4 . / V 9 1 25 Enter 1% of line 2 3 ......................... 1 / 7A / 1 Ht. HZ ; -/A O K *ffeO 1 1 I.U 1 I I . A /7 / 7. o o O /7 . oo O no 26 Organizations described m bex 10 or 11: a Enter 2% of amount m column (e). line 2 4 ........................................................................................................ b Attach a list (not open to public inspection) showing the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 1985 through 1988 exceeded the amount shown m ime 26a Enter the sum of ail excess amounts here ^ T^ r EmCATT. L . . (Continued on page 3) 1,0 0 0 911. S 3, 7 7 0 .1%0 W M W //M W m S, H 1(p `iso. * i e o o iti.7 314 2.90 Schedule A (foim 990) 1569 1245-3 P*E 3 Part IV S u p p o rt S c h e d u le (c o n tin u e d ) (C o m p le te o n ly if y o u c h e c k e d b o x 10, 1 1 , o r 12 on p age 2 .) 27 Organizations described in box 12, page 2: ' / a Attach a list fo r amounts shown on lines 15, 16, and 17, showing the name of, and total amounts received in each year from, each "disqualified person," and enter the sum of such amounts for each year: (1 9 8 8 )......................................... (1 9 8 7 ).......................................... (1 9 8 6 ).........................................(1 9 8 5 )....................................... Attach a list showing, fo r 1985 through 1988, the name and amount included in line 17 for each person (other than "disqualified persons" ) from whom the organization received more during that year than the larger of: the amount on line 25 for the year or $5,000. Include organizations described in boxes 5 through 11 as well as individuals. Enter the sum of these excess amounts for each yean ( 1 9 8 8 ) ______________________( 1 9 8 7 ) (1986) ( 1 9 8 5 ) ____________________ 2 8 For an organization described in box 1 0 ,1 1 , or 12, page 2, th a t received any unusual grants during 1985 through 1988, attach a list * (not open to public inspection) for each year showing the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant. Do not include these grants in line 15 above. (See specific instructions.)______ ______________ P rivate S chool Q uestionnaire (T o be c o m p le te d ONLY by schools th a t checked box 6 in P a rt IV) i ia N /if 1 29 Do you h2ve a racially nondiscriminatory policy toward students by statement in your charter, bylaws, other governing instrum ent, or in a resolution of your governing body7 ...................................................................................... Yes I No (1) 1 (2) 29 1 3 0 Do you include a statement of your racially nondiscrimin2tory policy toward students in ail your brochures, catalogues, and other written communications w ith the public dealing with student admissions, programs, and s c h o la rs h ip s ? ........................................................................................................................................................................... 31 Have you publicized your racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if you have no solicitation program, in a way that makes the policy known to all parts of the general community you serve?. ............................................................ MM}If "Y e s," please describe: if "N o ." please explain. (If you need more space, attach a separate statement.) - ^| 3 2 Do you maintain the following: a Records indicating the racial composition of the student body faculty and administrative s t a f f ? ........................... 32a I 1 b Records documenting th a t scholarships and other financial assistance are awarded on a racially nondiscriminatory b a s i s ? ..................................................................................................................................................... 32b 1 e Copies of all catalogues, brochures, announcements, and other written communications to the public dealing with student admissions, programs, and sc h o la rs h ip s ? ........................................................................ 32c 1 1 d Copies of all material used by you or on your behalf to solicit c o n tr ib u tio n s ? ................................................................. 32d 1 IIIIMIf you answered "N o " to any of the above, please explain. (If you need more space, attach a separate 1 statement.) .......... ....................... ......................................... ........................................................................................................................... 33 Do you discrim inite by race in any way with respect to: a Students' rights or p riv ile g e s ? ............................................................................................................................................... b Admissions p o lic ie s ? ............................................... ............................................................................................................... c Employment of faculty or administrative staff? . . . . ........................................................................... d Scholarships or other financial assistance? (See instructions ) . ................................................................................. e Educational p o licie s? .......................................................... , , ................................................................................ f Use of facilities? .... ... . . ...................................................... g Athletic p r o g r a m s ? ............................................................... ......................................................................................... ..... h Other extracurricular a c tiv itie s ? .......................................................................................................................................... 33a 1 33b 1 33c 1 33d 1 33e 1 33f ! 33el 33h 1 1 1 1 1 1 r 1 1 If you answered "Y es" to any cf the above, please explain. (If you need more space, attach a separate statement.) liiiiiiil 34a Do you receive any financial aid or assistance from a governmental a g e n c y ? ................................................................ 34a 1 1 b Has your right to such aid ever been revoked or suspended? ........................................................................................... 34b m w smIf you answered 'Yes* to either 34a or b, please explain using an attached separate statement. 35 Do you certify that you have complied with the applicable requirements of sections 4.01 through 4.05 of Rev. Proc. 75* 50.1975*2 C B. 587. covering racial nondiscrimination? II "No." attach an explanation. (See instructions for Part V.) -- e* 12*45-4 *J*. Schedule A ifo fn 5 5 W 1 9 8 9 _____________________ Part VI L o b b y in g E x p e n d itu re s by P u b lic C h a ritie s (see in s tru c tio n s ) /T * l *,#1 A K l t V S i r - i n e l f f f i M * i L . t JM_ Check here a If the organization belongs to an affiliated group (see instructions). Check here b (TM If you checked a and "lim ited control" provisions apply (see instructions). Limits on Lobbying Expenses 314 2-90 Page 4 <> A1filiated group totals , (b) To be completed tor ALL electing organizations 3 6 Total (grassroots) lobbying expenses to influence public o p in io n ...................................................... 3 7 Total lobbying expenses to influence a legislative b o d y ...................................................................... 3 8 Total lobbying expenses (add lines 36 and 3 7 ) ..................................................................................... 39 Other exempt purpose expenses (see Part VI in s tru c tio n s )................................................................ 4 0 Total exempt purpose expenses (add lines 38 and 39) (see instructions)........................................... 41 Lobbying nontaxable amount. Enter the smaller of $ 1,000.000 or the amount determined under the following table-- If the amount on line 40 is-- Not over $500.000 ........................................... The lobbying nontaxable am ount is-- 20%of the amount on line 40........................................... 1 Over $500.000 but not over $1,000,000 . . . $100.000 plus 15% of the excess over S500.000 . . . . 1 Over $1,000.000 but not over $1.500,000 . . . $175.000 plus 10%of the excess over $1.000.000 . . . [ JOver SI.500.000 ........................................... $225.000 plus 5% of the excess over $1,500,000 . . . BillIB 4 2 Grassroots nontaxable amount (enter 25% of line 4 1 ) ..................................... .,.. (Complete lines 43 and 44. File Form 4720 if either line 35 exceeds line 42 or line 38 exceeds line 41.) 4 3 Excess of line 36 over line 4 2 .......................................................................................... ,, 44 Excess of line 38 over line 4 1 ..................................................... 4*Year A veraging P eriod U nder S ection 5 0 1 (h ) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 4 5 -5 0 fo r details.) , Calendar year (or fiscal year beginning in) 4 5 Lobbying nontaxable am ount (see instru ctio n s)........................................... (*) 1989 Lobbying Expenses During 4-Year Averaging Period CM <e> . (d) 19S3 1987 1986 4 6 Lobbying ceiling amount (150% of line 4 5 ( e ) ) ........................................... 4 7 T o ta l lobbying expenses (see in s tr u c t io n s ) ........................................... l i M t 4 8 Grassroots nontaxable amount (see in s tr u c t io n s ) ........................................... 1 j 4 9 Grassroots ceiling amount (150% of line 4 8 ( e ) ) ........................................... ; 5 0 Grassroots lobbying expenses (see i n s tr u c t io n s ) ........................................... . /J /r T '' Ce) Total 000519 5> . ft314 2-90 1245-5 Schedule A(fom 990) 199 Fate 5 '> Part VII In fo rm a tio n R e g a rd in g T ra n s fe rs To and T ransactions and R e la tio n s h ip s W ith N o n c h a r ita b le E xe m p t _________ O rg a n iz a tio n s _______ ____________________________________________________________________________ _ 51 * Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: () C a s h ..................................................................................................................................................................................... (ii) O th e r.a s s e ls ......................................................................... ............................................................................................ b Other Transactions: (0 Sales of assets to a noncharitable exempt o rg a n iza tio n .................................................................................................., (ii) Purchases of assets from a noncharitable exempt organization ......................................................................................... (ii) Rental o f facilities or equipm ent*........................................................................................................................................... (hr) Reimbursement arrangements............................................................................................................................................... (v) Loans or loan guarantees........................................................................................................................................................ (vi) Performance of services or membership or fundraising s o lic ita tio n s ................................................................................ c Sharing of facilities, equipment, mailing lists or other assets, or paid e m p lo y e e s .................................................................. d If the answer to any of the above is 'Yes," complete the following schedule. The 'Amount involved' column below should always indicate 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 in any transaction or sharing arrangement, the column should also indicate the value of the goods, other assets, or services received. () Line no. <b) Amount involved 1 (c) Name of noncharitable exempt organization > If * (d) Description of transfers, transactions, and sharing arrangements 11 11 1 Il 11 -1 1 Il 11 1 1 il Il 1 1 1 -_1 1 1 1 1 1 1 1! ii 11 52a 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 (cX3)) or in section 5 2 7 ? ................... r r % . . . . . . Yes No b If "Yes." complete the following schedule! (a) Name of organization ! (b) Type of organization (c) Description of relationship 1 1 1 t 11 1 1 1 1 11 11 11 11 |I 1| 1 1 1 1 "i {The next page is 1247.) 000520 > STATEMENT: NAME: FEIN: F.Y.E.: FORK: PAGE: PART: LINE: i ENVIRONMENTAL RESEARCH FOUNDATION 22-2331479 l i . 30.90 990 SCHEDULE A 2 IV 2cB SHESULE OF GRANTS BY GRANTOR BY YEAR NAME: GERALDINE DODGE FOUNDATION ROCKEFELLER FAMILY FUND CS JtGTT FOUNDATION PUBLIC ELFARE FOUND., INC K. ALTON JONES FOUNDATION ANNE ROBERTS LEVINSON FOUNDATION VICTORIA FOUNDATION FUND FOR NO BELDON FOUNDATION MARY REYNOLDS BABOOK FOUND MARY ANNE MOTT TOTAL GRANTS EXCESS BRANTS 127,500 15,000 ijflOO 25,000 35,000 40,000 10,000 10,000 7i,500 45.000 30,000 1,500 122,024 9,534 0,524 19,554 29,534 34,534 4,534 4,534 . 71,084 39,534 24,534 0 TOTALS 4SI,500 420,424 ========= 1939 25,000 15,000 30,000 25,000 35,000 5,000 1923 35,000 IS ,000 10,000 5,000 5,000 22,000 17,500 15,000 1987 47,500 15,000 47,000 10,000 15,000 ISS 13,000 5,000 5,000 2,000 7,500 1,500 1935 20,000 10,000 5,500 10.000 135,000 127,500 134,500 ========= 39,000 45,500 ========= 000521