Return of Organization Exempt From Income Tax

Transcription

1 0 OMB No Return of Organization Exempt From Income Tax Form Under section 501(c), 527, or 447(a)(1) of the Internal Revenue Code (except lack lung 2002 enefit trust or private foundation) Department of the Treasury Open to Pulic Internal Revenue Service The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection A For the 2002 calendar year, or tax year period eginning JUL 1, 2002 and ending JUN 30, 2003 B Check if C Name of organization applicale: Please D Employer identification numer use IRSSTEVEN AND MICHELE KIRSCH FOUNDATION Address lael or change print orc/o COMMUNITY FOUNDATION SILICON VALLEY Name type. change See Numer and street (or P.O. ox if mail is not delivered to street address) Room/suite E Telephone numer Initial return Specific60 S. MARKET STREET 1000 (408) Final Instructions. City or town, state or country, and ZIP + 4 F Accounting method: Cash Accrual return Amended Other return SAN JOSE, CA 5113 (specify) Application pending Section 501(c)(3) organizations and 447(a)(1) nonexempt charitale trusts H and I are not applicale to section 527 organizations. must attach a completed Schedule A (Form 0 or 0-EZ). H(a) Is this a group return for affiliates? Yes No G We site: H() If "Yes," enter numer of affiliates J Organization type (check only one) 501(c) ( 3 ) (insert no.) 447(a)(1) or 527 H(c) Are all affiliates included? N/A Yes No (If "No," attach a list.) K Check here if the organization s gross receipts are normally not more than $25,000. The H(d) Is this a separate return filed y an organization covered y a group ruling? Yes No organization need not file a return with the IRS; ut if the organization received a Form 0 Package in the mail, it should file a return without financial data. Some states require a complete return. I Enter 4-digit GEN M Check if the organization is not required to attach L Gross receipts: Add lines 6, 8,, and 10 to line 12 17,78,07. Sch. B (Form 0, 0-EZ, or 0-PF). Part I 1 Revenue, Expenses, and Changes in Net Assets or Fund Balances Contriutions, gifts, grants, and similar amounts received: Revenue Expenses Net Assets a c d c Direct pulic support Indirect pulic support Government contriutions (grants) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a ~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~ Total (add lines 1a through 1c) (cash $ noncash $ ) ~ 1d Program service revenue including government fees and contracts (from Part VII, line 3) ~~~~~~~~~~~~ Memership dues and assessments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Interest on savings and temporary cash investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Dividends and interest from securities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 a Gross rents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6a Less: rental expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~ Net rental income or (loss) (sutract line 6 from line 6a) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 6c Other investment income (descrie MISC FLOW THROUGH INCOME ) a Gross amount from sale of assets other (A) Securities (B) Other than inventory ~~~~~~~~~~~~~~~~ 17,774,864. 8a Less: cost or other asis and sales expenses ~~~ 30,647, ,086. c Gain or (loss) (attach schedule) ~~~~~~~~~ -12,873,00. 8c -4,086. d Net gain or (loss) (comine line 8c, columns (A) and (B)) ~~~~~~~~~~~~~~~~~~~~~~~~~~ STMT 1 STMT 2 a Special events and activities (attach schedule) Gross revenue (not including $ reported on line 1a) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ a Less: direct expenses other than fundraising expenses ~~~~~~~~~~~~ c c of contriutions Net income or (loss) from special events (sutract line from line a) 10 a Gross sales of inventory, less returns and allowances ~~~~~~~~~~~~ 10a Less: cost of goods sold ~~~~~~~~~~~~~~~~~~~~~~~~~ 1 1c 6 ~~~~~~~~~~~~~~~~~~~~ Gross profit or (loss) from sales of inventory (attach schedule) (sutract line 10 from line 10a) ~~~~~~~~~~ Other revenue (from Part VII, line 103) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total revenue (add lines 1d, 2, 3, 4, 5, 6c, 7, 8d, c, 10c, and 11) Program services (from line 44, column (B)) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Management and general (from line 44, column (C)) Fundraising (from line 44, column (D)) Payments to affiliates (attach schedule) 10 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17 Total expenses (add lines 16 and 44, column (A)) 17 3,83, Excess or (deficit) for the year (sutract line 17 from line 12) ~~~~~~~~~~~~~~~~~~~~~~~~~ 18-16,557, Net assets or fund alances at eginning of year (from line 73, column (A)) ~~~~~~~~~~~~~~~~~~~ 1 1,035, Other changes in net assets or fund alances (attach explanation) ~~~~~~~~~~~~~~~~~~~~~~~ SEE STATEMENT 3 20,75, Net assets or fund alances at end of year (comine lines 18, 1, and 20) ~~~~~~~~~~~~~~~~~~~ 21 12,273, LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 0 (2002) d c 10c , ,22, ,718,052. 3,54, ,725.

2 STEVEN AND MICHELE KIRSCH FOUNDATION C/O COMMUNITY FOUNDATION SILICON VALLEY Statement of All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) Part II Page 2 Functional Expenses and (4) organizations and section 447(a)(1) nonexempt charitale trusts ut optional for others. Do not include amounts reported on line (B) Program (C) Management 6, 8,, 10, or 16 of Part I. (A) Total services and general (D) Fundraising a c Grants and allocations (attach schedule) ~~~~ cash $ noncash $ 22 2,750,754. 2,750,754. STATEMENT 8 Specific assistance to individuals (attach schedule) Benefits paid to or for memers (attach schedule) Compensation of officers, directors, etc. ~~~~ Other salaries and wages~~~~~~~~~~~ Pension plan contriutions ~~~~~~~~~~ Other employee enefits ~~~~~~~~~~~ Payroll taxes ~~~~~~~~~~~~~~~~ Professional fundraising fees ~~~~~~~~~ Accounting fees ~~~~~~~~~~~~~~ Legal fees ~~~~~~~~~~~~~~~~~ Supplies ~~~~~~~~~~~~~~~~~~ Telephone ~~~~~~~~~~~~~~~~~ Postage and shipping ~~~~~~~~~~~~ Occupancy ~~~~~~~~~~~~~~~~~ Equipment rental and maintenance Printing and pulications ~~~~~~ ~~~~~~~~~~ Travel ~~~~~~~~~~~~~~~~~~~ Conferences, conventions, and meetings ~~~~ Interest ~~~~~~~~~~~~~~~~~~ Depreciation, depletion, etc. (attach schedule) ~ Other expenses not covered aove (itemize): a 43 43c d 43d e SEE STATEMENT 4 43e 1,088,735. 7, ,725. Total functional expenses (add lines 22 through 43). 44 Organizations completing columns (B)-(D), carry these totals to lines ,83,48. 3,54, , Joint Costs. Check if you are following SOP 8-2. Are any joint costs from a comined educational campaign and fundraising solicitation reported in (B) Program services? ~~~~~~~ Yes If "Yes," enter (i) the aggregate amount of these joint costs $ ; (ii) the amount allocated to Program services $ ; (iii) the amount allocated to Management and general $ ; and (iv) the amount allocated to Fundraising $. Part III Statement of Program Service Accomplishments What is the organization s primary exempt SEE STATEMENT 5 purpose? Program Service All organizations must descrie their exempt purpose achievements in a clear and concise manner. State the numer of clients served, pulications issued, etc. Discuss achievements that are not measurale. (Section 501(c)(3) and (4) organizations and 447(a)(1) nonexempt charitale trusts must also enter the amount of grants and allocations to others.) a SEE STATEMENT No Expenses (Required for 501(c)(3) and (4) orgs., and 447(a)(1) trusts; ut optional for others.) SEE STATEMENT 7 (Grants and allocations $ 2,672,754. ) 3,41,521. c (Grants and allocations $ 78,000. ) 130,243. d (Grants and allocations $ ) (Grants and allocations $ ) e Other program services (attach schedule) (Grants and allocations $ ) f Total of Program Service Expenses (should equal line 44, column (B), Program services) 3,54, Form 0 (2002)

3 STEVEN AND MICHELE KIRSCH FOUNDATION Form 0 (2002) C/O COMMUNITY FOUNDATION SILICON VALLEY Page 3 Part IV Balance Sheets Note: Where required, attached schedules and amounts within the description column should e for end-of-year amounts only. (A) Beginning of year (B) End of year Cash - non-interest-earing ~~~~~~~~~~~~~~~~~~~~~~~~~~ 47, ,264. Savings and temporary cash investments ~~~~~~~~~~~~~~~~~~~~ 513, ,324, a Accounts receivale ~~~~~~~~~~~~~~ 47a Less: allowance for doutful accounts ~~~~~~ 47 47c Assets 48 a a a Pledges receivale ~~~~~~~~~~~~~~ 48a Less: allowance for doutful accounts ~~~~~~ 48 Grants receivale ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Receivales from officers, directors, trustees, and key employees Other notes and loans receivale ~~~~~~~~ 51a Less: allowance for doutful accounts ~~~~~~ 51 Inventories for sale or use ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Prepaid expenses and deferred charges ~~~~~~~~~~~~~~~~~~~~~ 53 Investments - securities ~~~~~~~~~~~~~~~ STMT Cost FMV 18,474, ,8,707. Investments - land, uildings, and equipment: asis ~~~~~~~~~~~~~~~ 55a 48c c a 58 Less: accumulated depreciation ~~~~~~~~~ 55 Investments - other ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Land, uildings, and equipment: asis ~~~~~~ 57a Less: accumulated depreciation ~~~~~~~~~ 57 Other assets (descrie ) 55c 56 57c 58 Liailities Total assets(add lines 45 through 58) (must equal line 74) Accounts payale and accrued expenses ~~~~~~~~~~~~~~~~~~~~~ Grants payale ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Loans from officers, directors, trustees, and key employees ~~~~~~~~~~~~ a Tax-exempt ond liailities ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Mortgages and other notes payale ~~~~~~~~~~~~~~~~~~~~~~~ Other liailities (descrie ) 1,035, a ,273,468. Net Assets or Fund Balances Total liailities (add lines 60 through 65) Organizations that follow SFAS 117, check here and complete lines 67 through 6 and lines 73 and 74. Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Temporarily restricted ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 Permanently restricted Organizations that do not follow SFAS 117, check here and complete lines 70 through 74. Capital stock, trust principal, or current funds ~~~~~~~~~~~~~~~~~~~ Paid-in or capital surplus, or land, uilding, and equipment fund~~~~~~~~~~~ Retained earnings, endowment, accumulated income, or other funds~~~~~~~~~ Total net assets or fund alances (add lines 67 through 6 or lines 70 through 72; column (A) must equal line 1; column (B) must equal line 21) ~~~~~~~~~~~ 74 Total liailities and net assets / fund alances (add lines 66 and 73) ,823, ,823, ,788, ,550,44. 1,035, ,273,468. 1,035, ,273,468. Form 0 is availale for pulic inspection and, for some people, serves as the primary or sole source of information aout a particular organization. How the pulic perceives an organization in such cases may e determined y the information presented on its return. Therefore, please make sure the return is complete and accurate and fully descries, in Part III, the organization s programs and accomplishments

4 STEVEN AND MICHELE KIRSCH FOUNDATION Form 0 (2002) C/O COMMUNITY FOUNDATION SILICON VALLEY Page 4 Part IV-A Reconciliation of Revenue per Audited Part IV-B Reconciliation of Expenses per Audited Financial Statements with Revenue per Financial Statements with Expenses per Return Return a Total revenue, gains, and other support a Total expenses and losses per per audited financial statements~~~~~~ a-2,44,148. audited financial statements ~~~~~~~ a 3,778,83. Amounts included on line a ut not on line 12, Form 0: (1) Net unrealized gains on investments ~~ $,720,307. (2) (3) Donated services Amounts included on line a ut not on line 17, Form 0: (1) Donated services and use of facilities~ $ and use of facilities~ $ Form 0 ~~~~~ $ Recoveries of prior year grants ~~~~ $ line 20, Form 0 ~ $ (4) Other (specify): (4) Other (specify): STMT 10 $ 5,086. STMT 11 $ -33,637. Add amounts on lines (1) through (4)~~~,725,33. Add amounts on lines (1) through (4) ~~ -33,637. c Line a minus line ~~~~~~~~~~~ c c Line a minus line ~~~~~~~~~~~ c 3,812,620. d (1) Amounts included on line 12, Form 0 ut not on line a: Investment expenses not included on line 6, Form 0 ~ $ (2) Other (specify): (2) Other (specify): STMT 12 $ -48,511. STMT 13 $ 26,86. Add amounts on lines (1) and (2) ~~~~ d -48,511. Add amounts on lines (1) and (2) ~~~~ d 26,86. e Total revenue per line 12, Form 0 e Total expenses per line 17, Form 0 (line c plus line d) e (line c plus line d) e 3,83,48. Part V List of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated.) (B) Title and average hours (C) Compensation (D) Contriutions to (E) Expense employee enefit (A) Name and address per week devoted to (If not paid, enter plans & deferred account and position -0-.) compensation other allowances PETER DECOURCY HERO SECRETARY 60 S. MARKET STREET, SUITE 1000 SAN JOSE, CA STEVEN T. KIRSCH CHAIRMAN 60 S. MARKET STREET, SUITE 1000 SAN JOSE, CA PERRY OLSON VICE CHAIRMAN & CFO 60 S. MARKET STREET, SUITE 1000 SAN JOSE, CA HARRY J. SAAL VICE CHAIRMAN 60 S. MARKET STREET, SUITE 1000 SAN JOSE, CA KATHLEEN GWYNN PRESIDENT, CEO 60 S. MARKET STREET, SUITE 1000 SAN JOSE, CA (2) (3) d (1) Prior year adjustments reported on line 20, Losses reported on Amounts included on line 17, Form 0 ut not on line a: Investment expenses not included on line 6, Form 0 75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related STMT 14 organizations, of which more than $10,000 was provided y the related organizations? If "Yes," attach schedule. Yes No Form 0 (2002) ~ $

5 STEVEN AND MICHELE KIRSCH FOUNDATION Form 0 (2002) C/O COMMUNITY FOUNDATION SILICON VALLEY Page 5 Part VI Other Information Yes No 76 Did the organization engage in any activity not previously reported to the IRS? If "Yes," attach a detailed description of each activity ~~~~ Were any changes made in the organizing or governing documents ut not reported to the IRS? ~~~~~~~~~~~~~~~~~~~ a If "Yes," attach a conformed copy of the changes. 78 a Did the organization have unrelated usiness gross income of $1,000 or more during the year covered y this return? ~~~~~~~~~~ If "Yes," has it filed a tax return on Form 0-T for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A Was there a liquidation, dissolution, termination, or sustantial contraction during the year? If "Yes," attach a statement ~~~~~~~~~~~~~~~~~~~~~ 80 a Is the organization related (other than y association with a statewide or nationwide organization) through common memership, governing odies, trustees, officers, etc., to any other exempt or nonexempt organization? ~~~~~~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the organization COMMUNITY FOUNDATION SILICON VALLEY and check whether it is exempt or nonexempt. Enter direct or indirect political expenditures. See line 81 instructions ~~~~~~~~~~~~~~~ 81a 0. Did the organization file Form 1120-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at sustantially less than fair rental value? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 in Part III.) ~~~~~~~~~~~~~~~~~~~~~~~~~ 83 a Did the organization comply with the pulic inspection requirements for returns and exemption applications? ~~~~~~~~~~~~~~ Did the organization comply with the disclosure requirements relating to quid pro quo contriutions? 82 ~~~~~~~~~~~~~~~~~ 84 a Did the organization solicit any contriutions or gifts that were not tax deductile? ~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," did the organization include with every solicitation an express statement that such contriutions or gifts were not tax deductile? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A (c)(4), (5), or (6) organizations. a Were sustantially all dues nondeductile y memers?~~~~~~~~~~~~~~~~~~~~ N/A Did the organization make only in-house loying expenditures of $2,000 or less?~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A c d e f g If "Yes" was answered to either 85a or 85, do not complete 85c through 85h elow unless the organization received a waiver for proxy tax h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its reasonale estimate of dues allocale to nondeductile loying and political expenditures for the following tax year? ~~~~~~~~~~~~~~~~~~~~~~~ N/A (c)(7) organizations. Enter: a Initiation fees and capital contriutions included on line 12 ~~~~ 86a N/A Gross receipts, included on line 12, for pulic use of clu facilities ~~~~~~~~~~~~~~~~~ 86 N/A (c)(12) organizations. Enter: a Gross income from memers or shareholders ~~~~~~~~~ 87a N/A 88 8 a owed for the prior year. Dues, assessments, and similar amounts from memers ~~~~~~~~~~~~~~~~~~~~~ 85c N/A Section 162(e) loying and political expenditures ~~~~~~~~~~~~~~~~~~~~~~~ 85d N/A Aggregate nondeductile amount of section 6033(e)(1)(A) dues notices ~~~~~~~~~~~~~~ 85e N/A Taxale amount of loying and political expenditures (line 85d less 85e) ~~~~~~~~~~~~~ 85f N/A Does the organization elect to pay the section 6033(e) tax on the amount on line 85f? ~~~~~~~~~~~~~~~~~~~~~~~~ N/A Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ At any time during the year, did the organization own a 50% or greater interest in a taxale corporation or partnership, or an entity disregarded as separate from the organization under Regulations sections and ? If "Yes," complete Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 501(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under: section ; section ; section (c)(3) and 501(c)(4) organizations. Did the organization engage in any section 458 excess enefit transaction during the year or did it ecome aware of an excess enefit transaction from a prior year? If "Yes," attach a statement explaining each transaction ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 412, 455, and 458 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 0. d Enter: Amount of tax on line 8c, aove, reimursed y the organization ~~~~~~~~~~~~~~~~~~~~~~~~~ 0. 0 a List the states with which a copy of this return is filed CALIFORNIA Numer of employees employed in the pay period that includes March 12, 2002~~~~~~~~~~~~~~~~~~ The ooks are in care of PETER HERO, CFSV Telephone no. Located 60 S. MARKET STREET, SUITE 1000, SAN JOSE, CA at ZIP Section 447(a)(1) nonexempt charitale trusts filing Form 0 in lieu of Form Check here and enter the amount of tax-exempt interest received or accrued during the tax year 2 N/A Form 0 (2002) 87 N/A N/A 78a a 81 82a 83a 83 84a 84 85a 85 85g 85h 88 8

6 STEVEN AND MICHELE KIRSCH FOUNDATION Form 0 (2002) C/O COMMUNITY FOUNDATION SILICON VALLEY Page 6 Part VII Analysis of Income-Producing Activities (See page 31 of the instructions.) Unrelated usiness income Excluded y section 512, 513, or 514 Note: Enter gross amounts unless otherwise (E) indicated. (A) (B) (C) (D) Business Exclusion Amount Related or exempt Amount 3 Program service revenue: code code function income a c d e f Medicare/Medicaid payments ~~~~~~~~~~~ g Fees and contracts from government agencies ~~~~ Memership dues and assessments ~~~~~~~~ Interest on savings and temporary cash investments ~ Dividends and interest from securities ~~~~~~~ Net rental income or (loss) from real estate: a det-financed property ~~~~~~~~~~~~~~ not det-financed property ~~~~~~~~~~~~ a c d Net rental income or (loss) from personal property ~~ Other investment income ~~~~~~~~~~~~~ Gain or (loss) from sales of assets other than inventory ~~~~~~~~~~~~~~~ Net income or (loss) from special events ~~~~~~ Gross profit or (loss) from sales of inventory ~~~~ Other revenue: , ,22,05. e 104 Sutotal (add columns (B), (D), and (E)) ~~~~~~ ,718, Total (add line 104, columns (B), (D), and (E)) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -12,718,052. Note: Line 105 plus line 1d, Part I, should equal the amount on line 12, Part I. Part VIII Relationship of Activities to the Accomplishment of Exempt Purposes (See page 32 of the instructions.) Line No. Explain how each activity for which income is reported in column (E) of Part VII contriuted importantly to the accomplishment of the organization s exempt purposes (other than y providing funds for such purposes). < Part I Information Regarding Taxale Susidiaries and Disregarded Entities (See page 32 of the instructions.) (A) (B) (C) (D) (E) Name, address, and EIN of corporation, Percentage of Nature of activities Total income End-of-year partnership, or disregarded entity ownership interest assets N/A % % % % Part Information Regarding Transfers Associated with Personal Benefit Contracts (See page 33 of the instructions.) (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal enefit contract? ~~~~ Yes () Did the organization, during the year, pay premiums, directly or indirectly, on a personal enefit contract? ~~~~~~~~~~~~~ Note: If "Yes" to (), file Form 8870 and Form 4720 (see instructions). Please Sign Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the est of my knowledge and elief, it is true, correct, and complete. Declaration of preparer (other than officer) is ased on all information of which preparer has any knowledge. Here = Signature of officer Date = Type or print name and title Check if Preparer s Date Paid selfemployed signature = Preparer s IRELAND SAN FILIPPO, LLP EIN Firm s name (or Use Only yours if self-employed), 1075 NORTH TENTH STREET address, and ZIP + 4 = Phone no. Yes Preparer s SSN or PTIN SAN JOSE, CALIFORNIA 5112 (408) No No Form 0 (2002)

7 Organization Exempt Under Section 501(c)(3) OMB No SCHEDULE A (Form 0 or 0-EZ) (Except Private Foundation) and Section 501(e), 501(f), 501(k), 501(n), or Section 447(a)(1) Nonexempt Charitale Trust Supplementary Information-(See separate instructions.) 2002 Department of the Treasury Internal Revenue Service MUST e completed y the aove organizations and attached to their Form 0 or 0-EZ Name of the organization STEVEN AND MICHELE KIRSCH FOUNDATION Employer identification numer C/O COMMUNITY FOUNDATION SILICON VALLEY " Part I Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 1 of the instructions. List each one. If there are none, enter "None.") () Title and average hours (d) Contriutions to (a) Name and address of each employee paid (e) Expense employee enefit per week devoted to (c) Compensation plans & deferred account and other more than $50,000 position compensation allowances NONE Total numer of other employees paid over $50,000 0 Part II Compensation of the Five Highest Paid Independent Contractors for Professional Services (See page 2 of the instructions. List each one (whether individuals or firms). If there are none, enter "None.") (a) Name and address of each independent contractor paid more than $50,000 () Type of service (c) Compensation ZIMMERMAN & MARKS TH ST., SUITE 202, SANTA MONICA, CA 0401 RESEARCH / CONSULTING 5, Total numer of others receiving over $50,000 for professional services / LHA For Paperwork Reduction Act Notice, see the Instructions for Form 0 and Form 0-EZ. Schedule A (Form 0 or 0-EZ) 2002

8 STEVEN AND MICHELE KIRSCH FOUNDATION Schedule A (Form 0 or 0-EZ) 2002 C/O COMMUNITY FOUNDATION SILICON VALLEY Page 2 Part III Statements Aout Activities (See page 2 of the instructions.) Yes No 1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence pulic opinion on a legislative matter or referendum? If "Yes," enter the total expenses paid or incurred in connection with the loying activities J $ $ 130,243. (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.) VI-A, LINE 38B 1 Organizations that made an election under section 501(h) y filing Form 5768 must complete Part VI-A. Other organizations checking "Yes," must complete Part VI-B AND attach a statement giving a detailed description of the loying activities. 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any sustantial contriutors, trustees, directors, officers, creators, key employees, or memers of their families, or with any taxale organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal eneficiary? (If the answer to any question is "Yes," attach a detailed statement explaining the transactions.) SEE STATEMENT 15 a Sale, exchange, or leasing of property? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2a Lending of money or other extension of credit? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Furnishing of goods, services, or facilities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 2c d Payment of compensation (or payment or reimursement of expenses if more than $1,000)? ~~~~~~~~~~~~~~~~~~~~~~ 2d 3 e Transfer of any part of its income or assets? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Does the organization make grants for scholarships, fellowships, student loans, etc.? (See Note elow.) ~~~~~~~~~~~~~~~~~ 4 Do you have a section 403() annuity plan for your employees? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Note: Attach a statement to explain how the organization determines that individuals or organizations receiving grants or loans from it in furtherance of its charitale programs "qualify" to receive payments. Part IV Reason for Non-Private Foundation Status (See pages 3 through 5 of the instructions.) The organization is not a private foundation ecause it is: (Please check only ONE applicale ox.) a An organization that normally receives a sustantial part of its support from a governmental unit or from the general pulic A church, convention of churches, or association of churches. Section 170()(1)(A)(i). A school. Section 170()(1)(A)(ii). (Also complete Part V.) A hospital or a cooperative hospital service organization. Section 170()(1)(A)(iii). A Federal, state, or local government or governmental unit. Section 170()(1)(A)(v). A medical research organization operated in conjunction with a hospital. Section 170()(1)(A)(iii). Enter the hospital s name, city, and state J An organization operated for the enefit of a college or university owned or operated y a governmental unit. Section 170()(1)(A)(iv). (Also complete the Support Schedule in Part IV-A.) Section 170()(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) A community trust. Section 170()(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) An organization that normally receives: (1) more than 33 1/3% of its support from contriutions, memership fees, and gross receipts from activities related to its charitale, etc., functions - suject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated usiness taxale income (less section 511 tax) from usinesses acquired y the organization after June 30, 175. See section 50(a)(2). (Also complete the Support Schedule in Part IV-A.) 2e An organization that is not controlled y any disqualified persons (other than foundation managers) and supports organizations descried in: (1) lines 5 through 12 aove; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 50(a)(2). (See section 50(a)(3).) Provide the following information aout the supported organizations. (See page 5 of the instructions.) (a) Name(s) of supported organization(s) () Line numer from aove COMMUNITY FOUNDATION SILICON VALLEY 11A 14 An organization organized and operated to test for pulic safety. Section 50(a)(4). (See page 5 of the instructions.) Schedule A (Form 0 or 0-EZ) 2002

9 STEVEN AND MICHELE KIRSCH FOUNDATION Schedule A (Form 0 or 0-EZ) 2002 C/O COMMUNITY FOUNDATION SILICON VALLEY Page 3 Part IV-A Support Schedule (Complete only if you checked a ox on line 10, 11, or 12.) Use cash method of accounting. Note: You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting. N/A Calendar year (or fiscal year eginning in) ~~~~~~~~~~ J (a) 2001 () 2000 (c) 1 (d) 18 (e) Total 15 Gifts, grants, and contriutions received. (Do not include unusual grants. See line 28.) ~~~~~~ 16 Memership fees received ~~~ 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization s charitale, etc., purpose 18 Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated usiness taxale income (less section 511 taxes) from usinesses acquired y the organization after June 30, Net income from unrelated usiness 20 activities not included in line 18 Tax revenues levied for the organization s enefit and either paid to it or expended on its ehalf 21 The value of services or facilities furnished to the organization y a governmental unit without charge. Do not include the value of services or facilities generally furnished to the pulic without charge ~~~ 22 Other income. Attach a schedule. Do not include gain or (loss) from sale of capital assets 23 Total of lines 15 through 22 ~~ 24 Line 23 minus line 17 ~~~~~ Enter 1% of line 23 ~~~~~~ Organizations descried on lines 10 or 11: a Enter 2% of amount in column (e), line 24~~~~~~~~~~~~~~~ J 26a Prepare a list for your records to show the name of and amount contriuted y each person (other than a governmental unit or pulicly supported organization) whose total gifts for 18 through 2001 exceeded the amount shown in line 26a. Do not file this list with your return. Enter the sum of all these excess amounts ~~~~~~~~~~~~~~~~~~~ J 26 c Total support for section 50(a)(1) test: Enter line 24, column (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~ J 26c d Add: Amounts from column (e) for lines: ~~~ J 26d N/A e Pulic support (line 26c minus line 26d total) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J 26e N/A f Pulic support percentage (line 26e (numerator) divided y line 26c (denominator)) ~~~~~~~~~~~~~~~~ J 26f N/A % 27 Organizations descried on line 12: a For amounts included in lines 15, 16, and 17 that were received from a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person." Do not file this list with your return. Enter the sum of such amounts for each year: (2001) ~~~~~~~~~~~~~ (2000) ~~~~~~~~~~~~~~ (1) ~~~~~~~~~~~~~ (18) ~~~~~~~~~~~~~ For any amount included in line 17 that was received from each person (other than "disqualified persons"), prepare a list for your records to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include in the list organizations descried in lines 5 through 11, as well as individuals.) Do not file this list with your return. After computing the difference etween the amount received and the larger amount descried in (1) or (2), enter the sum of these differences (the excess amounts) for each year: (2001) ~~~~~~~~~~~~~ (2000) ~~~~~~~~~~~~~~ (1) ~~~~~~~~~~~~~ (18) ~~~~~~~~~~~~~ c Add: Amounts from column (e) for lines: ~ J 27c N/A d Add: Line 27a total ~ and line 27 total ~~~~~~ ~ J 27d N/A e Pulic support (line 27c total minus line 27d total) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J 27e N/A f Total support for section 50(a)(2) test: Enter amount on line 23, column (e) ~~~ J 27f N/A g Pulic support percentage (line 27e (numerator) divided y line 27f (denominator)) ~~~~~~~~~~~ J 27g N/A % h Investment income percentage (line 18, column (e) (numerator) divided y line 27f (denominator)) ~~~ J 27h N/A % 28 Unusual Grants: For an organization descried in line 10, 11, or 12 that received any unusual grants during 18 through 2001, prepare a list for your records to show, for each year, the name of the contriutor, the date and amount of the grant, and a rief description of the nature of the grant. Do not file this list with your return. Do not include these grants in line Schedule A (Form 0 or 0-EZ) 2002 N/A N/A N/A

10 STEVEN AND MICHELE KIRSCH FOUNDATION Schedule A (Form 0 or 0-EZ) 2002 C/O COMMUNITY FOUNDATION SILICON VALLEY Page 4 Part V Private School Questionnaire (See page 7 of the instructions.) N/A (To e completed ONLY y schools that checked the ox on line 6 in Part IV) 2 Does the organization have a racially nondiscriminatory policy toward students y statement in its charter, ylaws, other governing Yes No instrument, or in a resolution of its governing ody?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 30 Does the organization include a statement of its racially nondiscriminatory policy toward students in all its rochures, catalogues, and other written communications with the pulic dealing with student admissions, programs, and scholarships? ~~~~~~~~~~~~ Has the organization pulicized its racially nondiscriminatory policy through newspaper or roadcast media during the period of solicitation for 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 31 If "Yes," please descrie; if "No," please explain. (If you need more space, attach a separate statement.) 32 Does the organization maintain the following: a Records indicating the racial composition of the student ody, faculty, and administrative staff? ~~~~~~~~~~~~~~~~~~~~ c Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory asis? Copies of all catalogues, rochures, announcements, and other written communications to the pulic dealing with student ~~~~~~~~ admissions, programs, and scholarships? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Copies of all material used y the organization or on its ehalf to solicit contriutions? ~~~~~~~~~~~~~~~~~~~~~~~~ If you answered "No" to any of the aove, please explain. (If you need more space, attach a separate statement.) 32a 32 32c 32d 33 Does the organization discriminate y race in any way with respect to: a Students rights or privileges? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Admissions policies? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Employment of faculty or administrative staff? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Scholarships or other financial assistance? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ e Educational policies? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ f Use of facilities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ g Athletic programs? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ h Other extracurricular activities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If you answered "Yes" to any of the aove, please explain. (If you need more space, attach a separate statement.) 33a 33 33c 33d 33e 33f 33g 33h 34 a Does the organization receive any financial aid or assistance from a governmental agency? ~~~~~~~~~~~~~~~~~~~~~~ 34a Has the organization s right to such aid ever een revoked or suspended? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 34 If you answered "Yes" to either 34a or, please explain using an attached statement. 35 Does the organization certify that it has complied with the applicale requirements of sections 4.01 through 4.05 of Rev. Proc , C.B. 587, covering racial nondiscrimination? If "No," attach an explanation 35 Schedule A (Form 0 or 0-EZ)

11 STEVEN AND MICHELE KIRSCH FOUNDATION Schedule A (Form 0 or 0-EZ) 2002 C/O COMMUNITY FOUNDATION SILICON VALLEY Page 5 Part VI-A Loying Expenditures y Electing Pulic Charities (See page of the instructions.) (To e completed ONLY y an eligile organization that filed Form 5768) Check a if the organization elongs to an affiliated group. Check if you checked "a" and "limited control" provisions apply. (a) () Limits on Loying Expenditures Affiliated group To e completed for ALL (The term "expenditures" means amounts paid or incurred.) totals electing organizations Total loying expenditures to influence pulic opinion (grassroots loying) ~~~~~~~~~ 36 Total loying expenditures to influence a legislative ody (direct loying) ~~~~~~~~~~ Total loying expenditures (add lines 36 and 37) ~~~~~~~~~~~~~~~~~~~~~ Other exempt purpose expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total exempt purpose expenditures (add lines 38 and 3) Loying nontaxale amount. Enter the amount from the following tale - ~~~~~~~~~~~~~~~~~ If the amount on line 40 is - The loying nontaxale amount is - Not over $500,000 ~~~~~~~~~~~~ 20% of the amount on line 40~~~~~~~~~~~ Over $500,000 ut not over $1,000,000 ~~~~ $100,000 plus 15% of the excess over $500,000 ~~~ Over $1,000,000 ut not over $1,500,000 ~~~ $175,000 plus 10% of the excess over $1,000,000 ~~~ Over $1,500,000 ut not over $17,000,000 ~~~ $225,000 plus 5% of the excess over $1,500,000 ~~~ Over $17,000,000 ~~~~~~~~~~~~ $1,000,000~~~~~~~~~~~~~~~~~~ Grassroots nontaxale amount (enter 25% of line 41) ~~~~~~~~~~~~~~~~~~~ Sutract line 42 from line 36. Enter -0- if line 42 is more than line 36 ~~~~~~~~~~~~~ Sutract line 41 from line 38. Enter -0- if line 41 is more than line 38 ~~~~~~~~~~~~~ p n m n o N/A 15, , ,243. 3,41,521. 3,54, , ,872. Caution: If there is an amount on either line 43 or line 44, you must file Form Calendar year (or fiscal year eginning in) Loying nontaxale amount Loying ceiling amount (150% of line 45(e)) Total loying expenditures Grassroots nontaxale amount Grassroots ceiling amount (150% of line 48(e)) 4-Year 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 elow. See the instructions for lines 45 through 50 on page 11 of the instructions.) (a) 2002 Loying Expenditures During 4-Year Averaging Period () Grassroots loying expenditures 15, , ,14. Part VI-B Loying Activity y Nonelecting Pulic Charities (For reporting only y organizations that did not complete Part VI-A) (See page 11 of the instructions.) (c) 2000 During the year, did the organization attempt to influence national, state or local legislation, including any attempt to influence pulic opinion on a legislative matter or referendum, through the use of: a c d e f g h Volunteers ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Paid staff or management (Include compensation in expenses reported on lines c through h.)~~~~~~~~~~~~ Media advertisements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Mailings to memers, legislators, or the pulic Pulications, or pulished or roadcast statements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Grants to other organizations for loying purposes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Direct contact with legislators, their staffs, government officials, or a legislative ody ~~~~~~~~~~~~~~~~ Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means ~~~~~~~~~~~~~~ (d) 1 327, , ,043. 3,606. 1,623,614. (e) Total 2,435, , , , , , ,872. 8, ,261., ,04. Yes No Amount 608,856. i Total loying expenditures (Add lines c through h.)~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to any of the aove, also attach a statement giving a detailed description of the loying activities Schedule A (Form 0 or 0-EZ)

12 STEVEN AND MICHELE KIRSCH FOUNDATION Schedule A (Form 0 or 0-EZ) 2002 C/O COMMUNITY FOUNDATION SILICON VALLEY Page 6 Part VII Information Regarding Transfers To and Transactions and Relationships With Noncharitale Exempt Organizations (See page 12 of the instructions.) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization descried in section a c d 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 noncharitale exempt organization of: (i) Cash ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (ii) Other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other transactions: (i) Sales or exchanges of assets with a noncharitale exempt organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (ii) Purchases of assets from a noncharitale exempt organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (iii) Rental of facilities, equipment, or other assets~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (iv) Reimursement arrangements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (v) Loans or loan guarantees ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (vi) Performance of services or memership or fundraising solicitations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of facilities, equipment, mailing lists, other assets, or paid employees ~~~~~~~~~~~~~~~~~~~~~~~~~~~ If the answer to any of the aove is "Yes," complete the following schedule. Column () should always show the fair market value of the goods, other assets, or services given y the reporting organization. If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received: (a) () (c) (d) Line no. Amount involved Name of noncharitale exempt organization Description of transfers, transactions, and sharing arrangements 51a(i) a(ii) (i) (ii) (iii) (iv) (v) (vi) c Yes N/A No 52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations descried in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No If "Yes," complete the following schedule: N/A (a) () (c) Name of organization Type of organization Description of relationship Schedule A (Form 0 or 0-EZ) 2002

13

14 STEVEN AND MICHELE KIRSCH FOUNDATION C/O }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} FORM 0 GAIN (LOSS) FROM PUBLICLY TRADED SECURITIES STATEMENT 1 GROSS COST OR EPENSE NET GAIN DESCRIPTION SALES PRICE OTHER BASIS OF SALE OR (LOSS) }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}} }}}}}}}}}}}} MAYFIELD I QUALIFIED 105, ,42. 2, ,146. REALIZED LOSSES ON CFSV L/T POOL 17,642, ,407, ,764,863. TRINITY VENTURES 26, , }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}} }}}}}}}}}}}} TO FORM 0, PART I, LINE 8 17,774, ,645,473. 2, ,873,00. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~~ STATEMENT(S) 1

15 STEVEN AND MICHELE KIRSCH FOUNDATION C/O }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} FORM 0 GAIN (LOSS) FROM SALE OF OTHER ASSETS STATEMENT 2 DATE DATE METHOD DESCRIPTION ACQUIRED SOLD ACQUIRED }}}}}}}}}}} }}}}}}}} }}}}}}}} }}}}}}}}} MAYFIELD I QUALIFIED VARIOUS VARIOUS PURCHASED GROSS COST OR EPENSE NET GAIN NAME OF BUYER SALES PRICE OTHER BASIS OF SALE DEPREC OR (LOSS) }}}}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}} }}}}}}}}}} FLOW THROUGH CAPITAL LOSS 0. 4, ,086. }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}} }}}}}}}}}} TO FM 0, PART I, LN 8 4, ,086. ~~~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ FORM 0 OTHER CHANGES IN NET ASSETS OR FUND BALANCES STATEMENT 3 DESCRIPTION AMOUNT }}}}}}}}}}} }}}}}}}}}}}}}} UNREALIZED GAIN/LOSS ON INVESTMENTS,720,307. (INCOME) LOSSES FROM K-1 - PER TA 75,380. }}}}}}}}}}}}}} TOTAL TO FORM 0, PART I, LINE 20,75,687. ~~~~~~~~~~~~~~ FORM 0 OTHER EPENSES STATEMENT 4 (A) (B) (C) (D) PROGRAM MANAGEMENT DESCRIPTION TOTAL SERVICES AND GENERAL FUNDRAISING }}}}}}}}}}} }}}}}}}}}}}}} }}}}}}}}}}}}} }}}}}}}}}}}}} }}}}}}}}}}}}} CSFV SUPPORT FEE 146,075. 5,52. 50,123. ADMINISTRATIVE EPENSES 212, ,733. PROGRAM SERVICE EPENSES 703, ,058. DEDUCTIBLE EPENSES FROM FLOW THROUGH ENTITIES 26,86. 26,86. }}}}}}}}}}}}} }}}}}}}}}}}}} }}}}}}}}}}}}} }}}}}}}}}}}}} TOTAL TO FM 0, LN 43 1,088,735. 7, ,725. ~~~~~~~~~~~~~ ~~~~~~~~~~~~~ ~~~~~~~~~~~~~ ~~~~~~~~~~~~~ STATEMENT(S) 2, 3, 4

16 STEVEN AND MICHELE KIRSCH FOUNDATION C/O }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} FORM 0 STATEMENT OF ORGANIZATION S PRIMARY EEMPT PURPOSE STATEMENT 5 PART III EPLANATION }}}}}}}}}}} THE KIRSCH FOUNDATION IS ORGANIZED TO BENEFIT ACTIVITIES OF COMMUNITY FOUNDATION SILICON VALLEY AND IS OPERATED IN CONNECTION WITH THE COMMUNITY FOUNDATION SILICON VALLEY. THE FOUNDATION INVESTS IN CAUSES WHERE HIGH- IMPACT, LEVERAGABLE ACTIVITIES CAN RESULT IN A SAFER AND HEALTHIER WORLD. USING WHATEVER MEANS ARE MOST EFFECTIVE, THE FOUNDATION WORKS TO SOLVE SIGNIFICANT PROBLEMS AND ISSUES THAT PLACE INDIVIDUALS, THE WORLD COMMUNITY AND THE WORLD ITSELF AT RISK. FORM 0 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS STATEMENT 6 DESCRIPTION OF PROGRAM SERVICE ONE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} GRANTS: THE FOUNDATION AUTHORIZED NEW GRANTS TOTALING $2,753,576 INCLUDING COMMITMENTS FOR MULTI-YEAR GRANTS. THE FOUNDATION MADE ACTUAL GRANT PAYMENTS OF $2,750,754 INCLUDING PAYMENTS FOR GRANTS AUTHORIZED DURING A PRIOR YEAR. GRANT PROGRAM AREAS WERE (ECLUDING ADVOCACY AND LOBBYING GRANTS DESCRIBED IN PROGRAM SERVICE TWO): *ENVIRONMENTAL GRANTS PRIMARILY FOCUSED ON CLEAN AIR AND GLOBAL WARMING ISSUES. *KIRSCH INVESTIGATOR AWARDS TO OUTSTANDING BASIC MEDICAL SCIENCE RESEARCHERS TO SUPPORT EFFORTS TO FIND THE CAUSES OF VARIOUS DISEASES. *MEDICAL/SCIENCE PROJECT GRANTS THAT ENCOURAGED COMMUNICATION AND COLLABORATION AMONG RESEARCHERS, SUPPORTED TWO COLLABORATIVE RESEARCH EFFORTS, AND CONTINUED THE FOUNDATION S COMMITTMENT TO THE INDENTIFICATION AND TRACKING OF LARGE NEAR EARTH OBJECTS. *POLITICAL REFORM AND GLOBAL ISSUES FOCUSED ON CAMPAIGN FINANCE REFORM AND ELIMINATION OF THE THREATS FROM WEAPONS OF MASS DESTRUCTION, PARTICULARLY NUCLEAR WEAPONS. *SILICON VALLEY COMMUNITY GRANTS TO SUSTAIN AND DEVELOP LOCAL NONPROFIT ORGANIZATIONS. *DISCRETIONARY GRANTS BY THE CO-FOUNDERS TO SUPPORT VARIOUS INITIATIVES. GRANTS EPENSES }}}}}}}}}}}}}} }}}}}}}}}}}}}} TO FORM 0, PART III, LINE A 2,672,754. 3,41,521. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ STATEMENT(S) 5, 6

17 STEVEN AND MICHELE KIRSCH FOUNDATION C/O }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} FORM 0 STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS STATEMENT 7 DESCRIPTION OF PROGRAM SERVICE TWO }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} ADVOCACY, LOBBYING & EDUCATIONAL ACTIVITIES: THE FOUNDATION IS SUBSTANTIALLY ENGAGED IN LOBBYING AND EDUCATIONAL ACTIVITIES TO MEET ITS GOALS. CONSISTENT WITH ITS DESIRE TO EFFECT CHANGE AT VARIOUS LEVELS, THE FOUNDATION LED SEVERAL SIGNIFICANT POLICY DEBATES AND LEGISLATIVE ACTIVITIES DURING THE YEAR: ENVIRONMENT: *SUPPORTED LEGISLATION (CA AB 143) THAT RESULTED IN THE PASSAGE OF A LANDMARK GLOBAL WARMING BILL TO REGULATE GREENHOUSE GAS EMISSIONS AND IMPLEMENTATION THROUGH APPROPRIATE REGULATION. MEDICAL RESEARCH: *PROMOTING FEDERAL FUNDING FOR EMBRYONIC STEM CELL RESEARCH, GIVEN THAT STEM CELLS HOLD GREAT PROMISE FOR CURING DEVASTATING DISEASES SUCH AS ALZHEIMER S DISEASE, CANCER, HEART DISEASE, SPINAL CORD INJURY AND DIABETES, BY ACTIVE PARTICIPATION IN A COALITION INCLUDING PATIENT GROUPS, SCIENTISTS AND OTHER FUNDERS OF RESEARCH. *WORKING WITH THE COALITION FOR THE ADVANCEMENT OF MEDICAL RESEARCH TO PROTECT THE RIGHT OF RESEARCHERS/SCIENTISTS TO USE THERAPEUTIC CLONING TO HELP FIND CURES FOR DISEASES. *WORKING WITHIN THE STATE OF CALIFORNIA TO SUPPORT LEGISLATION ALLOWING SOMATIC CELL NUCLEAR TRANSFER, ALSO KNOWN AS THERAPEUTIC CLONING. NUCLEAR DISARMAMENT: *CONTINUED ENGAGEMENT IN A COLLABORATIVE WITH FUNDERS AND WASHINGTON D.C. - BASED, NONPROFIT ORGANIZATIONS TO LOBBY CONGRESS ON A COMMON ARMS CONTROL AND NONPROLIFERATION AGENDA DEVELOPED BY THE COLLABORATIVE. CAMPAIGN FINANCE REFORM: *FUNDED POLLING AND FOCUS GROUPS ON THE POTENTIAL FOR A CALIFORNIA INITIATIVE THAT WOULD REQUIRE AN ALTERNATIVE PUBLIC FINANCING VEHICLE FOR STATE-WIDE ELECTIONS AND SHARED THE RESULTS WITH GROUPS INTERESTED IN SUCH AN INITIATIVE. GRANTS EPENSES }}}}}}}}}}}}}} }}}}}}}}}}}}}} TO FORM 0, PART III, LINE B 78, ,243. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ STATEMENT(S) 7

18 STEVEN AND MICHELE KIRSCH FOUNDATION C/O }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} FORM 0 CASH GRANTS AND ALLOCATIONS STATEMENT 8 DONEE S CLASSIFICATION DONEE S NAME DONEE S ADDRESS RELATIONSHIP AMOUNT }}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}} COMMUNITY SEE ATTACHED SEE ATTACHED NONE 685,170. DISCRETIONARY SEE ATTACHED SEE ATTACHED NONE 345,200. ENVIRONMENT SEE ATTACHED SEE ATTACHED NONE 28,500. FELLOWS SEE ATTACHED SEE ATTACHED NONE 720,000. MEDICAL/SCIENT FIC SEE ATTACHED SEE ATTACHED NONE 31,884. POLITICAL SEE ATTACHED SEE ATTACHED NONE 310,000. TOTAL INCLUDED ON FORM 0, PART II, LINE 22 }}}}}}}}} ~~~~~~~~~ FORM 0 NON-GOVERNMENT SECURITIES STATEMENT OTHER PUBLICLY TOTAL CORPORATE CORPORATE TRADED OTHER NON-GOV T SECURITY DESCRIPTION STOCKS BONDS SECURITIES SECURITIES SECURITIES }}}}}}}}}}}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}} }}}}}}}}}} }}}}}}}}}}} U.S. TRUST - MUTUAL FUNDS,75,255.,75,255. U.S. TRUST - MAYFIELD I 0. U.S. TRUST - TRINITY VENTURES 104, ,452. LEARN NOW / EDISON SCHOOL INC. TO 0, LN 54 COL B 0. }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}} }}}}}}}}}} }}}}}}}}}}},8,707.,8,707. ~~~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~ ~~~~~~~~~~~ STATEMENT(S) 8,