Return of Organization Exempt From Income Tax 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 2006

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1 754 9/27/27 8:59 AM Revenue Expenses Net Assets Return of Organization Exempt From Income Tax 99 Under section 51(c), 527, or 4947(a)(1) of the Internal Revenue Code (except lack lung 26 OMB No Form Department of the Treasury Internal Revenue Service enefit trust or private foundation) The organization may have to use a copy of this return to satisfy state reporting requirements. Open to Pulic Inspection A For the 26 calendar year, or tax year eginning, and ending B Check if applicale: Please C Name of organization D Employer identification numer use IRS Address change lael or print or type Name change SOCIETY FOR CREATIVE ANACHRONI E Telephone numer Numer and street (or P.O. ox if mail is not delivered to street address) Room/suite Initial return See PO BO F Accounting method: Cash Specific Final return Instructions. MILPITAS CA 9536 City or town, state or country, and ZIP + 4 Accrual Other (specify) Amended return Application pending Section 51(c)(3) organizations and 4947(a)(1) nonexempt charitale H and are not applicale to section 527 organizations. I trusts must attach a completed Schedule A (Form 99 or 99-EZ). H(a) Is this a group return for affiliates? Yes No G Wesite: H() If "Yes," enter numer of affiliates J Organization type H(c) Are all affiliates included? Yes No (check only one) 51(c) ( 3 ) (insert no.) 4947(a)(1) or 527 (If "No," attach a list. See instructions.) K Check here if the organization is not a 59(a)(3) supporting organization and its gross H(d) Is this a separate return filed y an receipts are normally not more than $25,. A return is not required, ut if the organization chooses organization covered y a group ruling? Yes No to file a return, e sure to file a complete return. I Group Exemption Numer M Check if the organization is not required L Gross receipts: Add lines 6, 8, 9, and 1 to line 12 4,719,389 to attach Sch. B (Form 99, 99-EZ, or 99-PF). Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions.) 1 Contriutions, gifts, grants, and similar amounts received: a Contriutions to donor advised funds a Direct pulic support (not included on line 1a) ,15 c Indirect pulic support (not included on line 1a) c d Government contriutions (grants) (not included on line 1a) d e Total (add lines 1a through 1d) (cash $ noncash $ ) 1e 2 Program service revenue including government fees and contracts (from Part VII, line 93) Memership dues and assessments Interest on savings and temporary cash investments Dividends and interest from securities a Gross rents a Less: rental expenses c Net rental income or (loss). Sutract line 6 from line 6a c 7 Other investment income (descrie ) a Gross amount from sales of assets other (A) Securities (B) Other than inventory a Less: cost or other asis and sales expenses c Gain or (loss) (attach schedule) c d Net gain or (loss). Comine line 8c, columns (A) and (B) d 9 Special events and activities (attach schedule). If any amount is from gaming, check here a Gross revenue (not including $ of contriutions reported on line 1) a Less: direct expenses other than fundraising expenses c Net income or (loss) from special events. Sutract line 9 from line 9a c 1a Gross sales of inventory, less returns and allowances a 43,642 Less: cost of goods sold ,161 c Gross profit or (loss) from sales of inventory (attach schedule). Sutract line 1 from line 1a c 11 Other revenue (from Part VII, line 13) Total revenue. Add lines 1e, 2, 3, 4, 5, 6c, 7, 8d, 9c, 1c, and ,15 1,15 3,527,258 SEE STATEMENT 1 923,228 32, 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) Total expenses. Add lines 16 and 44, column (A) Excess or (deficit) for the year. Sutract line 17 from line Net assets or fund alances at eginning of year (from line 73, column (A)) Other changes in net assets or fund alances (attach explanation) Net assets or fund alances at end of year. Comine lines 18, 19, and For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. STMT 2 7,481 92,7 4,683,228 2,97,953 1,79,212 22,876 4,73,41 61,187 5,859,537 6,469,724 Form 99 (26)

2 754 9/27/27 8:59 AM Form 99 (26) Page 2 Part II Statement of Functional Expenses Do not include amounts reported on line 6, 8, 9, 1, or 16 of Part I. All organizations must complete column (A). Columns (B), (C), and (D) are required for section 51(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitale trusts ut optional for others. (See the instructions.) (A) Total (B) Program services (C) Management and general (D) Fundraising 22a Grants paid from donor advised funds (attach schedule) (cash $ noncash $ ) If this amount includes foreign grants, check here 22a 22 Other grants and allocations (attach schedule) (cash $ noncash $ ) If this amount includes foreign grants, check here Specific assistance to individuals (attach schedule) Benefits paid to or for memers (attach schedule) a Compensation of current officers, directors, key employees, etc. listed in Part V-A (attach schedule) a Compensation of former officers, directors, key employees, etc. listed in Part V-B (attach schedule) c Compensation and other distriutions, not included aove, to disqualified persons (as defined under section 4958(f)(1)) and persons descried in section 4958(c)(3)(B) (attach schedule) c 26 Salaries and wages of employees not included on lines 25a,, and c , , Pension plan contriutions not included on lines 25a,, and c ,34 1,34 28 Employee enefits not included on lines 25a Payroll taxes ,332 11,332 3 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 a c c d d e e f f g g 44 Total functional expenses. Add lines 22a through 43g. (Organizations completing columns (B)-(D), carry these totals to lines 13-15) Joint Costs. Check if you are following SOP 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 $ 29,795 29,795 13,61 13,61 537,98 35, ,4 1,1 12, ,6 52,369 13,453 38,916 1,186,446 1,39,46 145,475 1, ,41 397,494 23, ,641 15, , , ,388 95,844 16,918 82,7 24, SEE STATEMENT 3 1,198,98 961,56 227,59 1,415 4,73,41 2,97,953 1,79,212 22,876 No Form 99 (26)

3 754 9/27/27 8:59 AM Form 99 (26) Part III Statement of Program Service Accomplishments (See the instructions.) Form 99 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. What is the organization's primary exempt purpose?.. 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 51(c)(3) and (4) organizations and 4947(a)(1) nonexempt charitale trusts must also enter the amount of grants and allocations to others.) a (Grants and allocations $ ) If this amount includes foreign grants, check here... TO..... THE PUBLIC PRACTICING &... DEMONSTRATING ARTS &.... CRAFTS OF THE PERIOD c RECREATION & STUDY OF MEDIVAL & RENAISSANCE HISTORY PUBLICATIONS - QUARTERLY NEWSLETTER TO OVER 2,... SUBSCRIBERS,BI-MONTHLY PAMPHLETS TO..... OVER , SUBSCCRIBERS, REGIONAL &.... LOCAL NEWSLETTERS EVENTS - LOCAL & REGIONAL MEETINGS HELD BY MEMBERS OPEN (Grants and allocations $ ) If this amount includes foreign grants, check here (Grants and allocations $ ) If this amount includes foreign grants, check here d (Grants and allocations $ ) If this amount includes foreign grants, check here e Other program services (attach schedule) (Grants and allocations $ ) If this amount includes foreign grants, check here f Total of Program Service Expenses (should equal line 44, column (B), Program services) Page 3 Program Service Expenses (Required for 51(c)(3) and (4) orgs., and 4947(a)(1) trusts; ut optional for others.) 2,655, ,789 2,97,953 Form 99 (26)

4 754 9/27/27 8:59 AM Part IV Balance Sheets (See the instructions.) Form 99 (26) Page 4 Note: Where required, attached schedules and amounts within the description (A) (B) column should e for end-of-year amounts only. Beginning of year End of year 45 Cash-non-interest-earing ,283, Savings and temporary cash investments ,146, ,467,49 3,516,255 5,852 47a Accounts receivale a Less: allowance for doutful accounts ,76 47c 5,852 Assets Liailities 48a Pledges receivale a Less: allowance for doutful accounts c 49 Grants receivale a Receivales from current and former officers, directors, trustees, and key employees (attach schedule) a Receivales from other disqualified persons (as defined under section 4958(f)(1)) and persons descried in section 4958(c)(3)(B) (att. schedule) a Other notes and loans receivale (attach schedule) a Less: allowance for doutful accounts c 52 Inventories for sale or use , Prepaid expenses and deferred charges a Investments pulicly-traded securities Cost FMV 54a Investments other securities Cost FMV 54 (attach schedule) a Investments-land, uildings, and equipment: asis a Less: accumulated depreciation (attach schedule) c 56 Investments-other (attach schedule) a Land, uildings, and equipment: asis a 1,28,353 Less: accumulated depreciation (attach schedule) ,367 57c 58 Other assets, including program-related investments (descrie ) 242, Total assets (must equal line 74). Add lines 45 through ,136, Accounts payale and accrued expenses , Grants payale Deferred revenue , Loans from officers, directors, trustees, and key employees (attach schedule) a Tax-exempt ond liailities (attach schedule) a Mortgages and other notes payale (attach schedule) Other liailities (descrie ) 63, ,499 SEE STATEMENT 4 75, ,832 SEE STATEMENT 5 271,365 6,743,293 24,417 SEE STATEMENT 6 197,468 SEE STATEMENT 7 51,684 Net Assets or Fund Balances 66 Total liailities. Add lines 6 through Organizations that follow SFAS 117, check here and complete lines 67 through 69 and lines 73 and Unrestricted Temporarily restricted Permanently restricted Organizations that do not follow SFAS 117, check here and complete lines 7 through 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 ,859, Total net assets or fund alances (add lines 67 through 69 or lines 7 through 72. (Column (A) must equal line 19 and column (B) must 277,271 5,859,537 6,136,88 equal line 21) Total liailities and net assets/fund alances. Add lines 66 and ,569 6,469,724 6,469,724 6,743,293 Form 99 (26)

5 754 9/27/27 8:59 AM a c d e Part IV-A Part IV-B Total expenses and losses per audited financial statements Amounts included on line a ut not Part I, line 17: Donated services and use of facilities Prior year adjustments reported on Part I, line Losses reported on Part I, line Other (specify): Add lines 1 through Sutract line from line a Amounts included on Part I, line 17, ut not on line a: Investment expenses not included on Part I, line Other (specify): d2 Add lines d1 and d Total expenses (Part I, line 17). Add lines c and d Part V-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the instructions.) a 4,683,228 Form 99 (26) Page 5 a Total revenue, gains, and other support per audited financial statements Amounts included on line a ut not on Part I, line 12: 1 Net unrealized gains on investments Donated services and use of facilities Recoveries of prior year grants Other (specify): Add lines 1 through c Sutract line from line a d Amounts included on Part I, line 12, ut not on line a: 1 Investment expenses not included on Part I, line d1 2 Other (specify): d2 Add lines d1 and d e Total revenue (Part I, line 12). Add lines c and d Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Current Officers, Directors, Trustees, and Key Employees (List each person who was an officer, director, trustee, or key employee at any time during the year even if they were not compensated.) (See the instructions.).. AARON LLOYD APPLEY VALLEY FINDLAY AVENUE MN SHAWN REED WHITE BLUFF P.O. BO 261 TN ERIK LANGHANS PEARLAND CHATWOOD DRIVE T d1 c d e a c d e 4,683,228 4,683,228 4,73,41 4,73,41 4,73,41 (B) (C) Compensation (D) Contriutions to (E) Expense employee enefit plans & (A) Name and address Title and average hours per (If not paid, enter account and other week devoted to position deferred compensation --.) plans allowances.. PATRICK ANDERSON ST LOUIS PRESIDENT 255 SHELARD PARKWAY #15 MN RENEE SIGNOROTTI MILPITAS REGISTRAR 1265 FALLEN LEAF CA ,.. MARILEE LLOYD ANN..... ARBOR BOD/SECRETAR 3215 DUNWOODIE ROAD MI JEFFERY BROWN SULTAN BOD 94 PINE STREET WA BOD BOD CHAIRMAN Form 99 (26)

6 754 9/27/27 8:59 AM Form 99 (26) Part V-A Current Officers, Directors, Trustees, and Key Employees (continued) 75a Enter the total numer of officers, directors, and trustees permitted to vote on organization usiness at oard Yes Page 6 No meetings Are any officers, directors, trustees, or key employees listed in Form 99, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or usiness relationships? If "Yes," attach a statement that identifies the individuals and explains the relationship(s) c Do any officers, directors, trustees, or key employees listed in Form 99, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxale, that are related to the organization? See the instructions for the definition of related organization If Yes, attach a statement that includes the information descried in the instructions. d Does the organization have a written conflict of interest policy? Part V-B Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits (If any former officer, director, trustee, or key employee received compensation or other enefits (descried elow) during the year, list that person elow and enter the amount of compensation or other enefits in the appropriate column. See the instructions.) (C) Compensation (D) Contriutions to employee (E) Expense (A) Name and address (B) Loans and Advances (if not paid, enefit plans & deferred account and other enter --) compensation plans allowances c 75d a 79 8a 81a Part VI Other Information (See the instructions.) Did the organization make a change in its activities or methods of conducting activities? If Yes, attach a detailed statement of each change Were any changes made in the organizing or governing documents ut not reported to the IRS? If "Yes," attach a conformed copy of the changes. Did the organization have unrelated usiness gross income of $1, or more during the year covered y this return? If "Yes," has it filed a tax return on Form 99-T for this year? Was there a liquidation, dissolution, termination, or sustantial contraction during the year? If "Yes," attach a statement 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 and check whether it is exempt or nonexempt Enter direct and indirect political expenditures. (See line 81 instructions.) a Did the organization file Form 112-POL for this year? a a Yes No 81 Form 99 (26)

7 754 9/27/27 8:59 AM Form 99 (26) Page 7 Part VI Other Information (continued) Yes No 82a 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? a 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.) a Did the organization comply with the pulic inspection requirements for returns and exemption applications? a Did the organization comply with the disclosure requirements relating to quid pro quo contriutions? a Did the organization solicit any contriutions or gifts that were not tax deductile? a If "Yes," did the organization include with every solicitation an express statement that such contriutions or gifts were not tax deductile? (c)(4), (5), or (6) organizations. a Were sustantially all dues nondeductile y memers? a Did the organization make only in-house loying expenditures of $2, or less? 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 owed for the prior year. c Dues, assessments, and similar amounts from memers c d Section 162(e) loying and political expenditures d e Aggregate nondeductile amount of section 633(e)(1)(A) dues notices e f Taxale amount of loying and political expenditures (line 85d less 85e) f g Does the organization elect to pay the section 633(e) tax on the amount on line 85f? g h If section 633(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? h 86 51(c)(7) orgs. Enter: a Initiation fees and capital contriutions included on line a Gross receipts, included on line 12, for pulic use of clu facilities (c)(12) orgs. Enter: a Gross income from memers or shareholders a Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) a At any time during the year, did the organization own a 5% 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 a At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512()(13)? If Yes, complete Part I a 51(c)(3) organizations. Enter: Amount of tax imposed on the organization during the year under: c d e 9a 91a section ; section ; section (c)(3) and 51(c)(4) orgs. Did the organization engage in any section 4958 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 Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and Enter: Amount of tax on line 89c, aove, reimursed y the organization All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transaction? f All organizations. Did the organization acquire a direct or indirect interest in any applicale insurance contract? g For supporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting organization, or a fund maintained y a sponsoring organization, have excess usiness holdings at any time during the year? g List the states with which a copy of this return is filed SEE STATEMENT Numer of employees employed in the pay period that includes March 12, 26 (See instructions.) The ooks are in care of.. RENEE SIGNOROTTI Telephone no PO BO MILPITAS, CA 9536 Located at ZIP At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a ank account, securities account, or other financial Yes No account)? If " Yes," enter the name of the foreign country See the instructions for exceptions and filing requirements for Form TD F , Report of Foreign Bank and Financial Accounts e 89f 6 Form 99 (26)

8 754 9/27/27 8:59 AM Form 99 (26) Page 8 Part VI Other Information (continued) Yes No c At any time during the calendar year, did the organization maintain an office outside of the United States? c If "Yes," enter the name of the foreign country Section 4947(a)(1) nonexempt charitale trusts filing Form 99 in lieu of Form 141- Check here and enter the amount of tax-exempt interest received or accrued during the tax year Part VII Part VIII Analysis of Income-Producing Activities (See the instructions.) Note: Enter gross amounts unless otherwise indicated. 93 Program service revenue: a c d e f g a Medicare/Medicaid payments 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: det-financed property not det-financed property 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: a c d e Sutotal (add columns (B), (D), and (E)) Total (add line 14, columns (B), (D), and (E)) Note: Line 15 plus line 1e, Part I, should equal the amount on line 12, Part I. Line No. Unrelated usiness income Excluded y section 512, 513, or 514 (A) (B) (C) (D) Business code Amount Exclusion Amount code Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.) 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). (E) Related or exempt function income FEES CHARGED AT EVENTS LOCAL PUBS ,65 3,493,19 19,723 NATIONAL PUBS , , ,228 7,481 OTHER 82,597 GAIN ON DISPOSAL OF ASSET PRIOR YEAR CHAPTER ADJ 5,411 4,692 14,516 32,546 4,536,151 4,583,213 Part I Part Information Regarding Taxale Susidiaries and Disregarded Entities (See 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 % % % % Information Regarding Transfers Associated with Personal Benefit Contracts (See the instructions.) (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal enefit contract? Yes No () Did the organization, during the year, pay premiums, directly or indirectly, on a personal enefit contract? Yes No Note: If "Yes" to (), file Form 887 and Form 472 (see instructions). Form 99 (26)

9 754 9/27/27 8:59 AM Form 99 (26) Part I Information Regarding Transfers To and From Controlled Entities. Complete only if the organization is a controlling organization as defined in section 512()(13). 16 Did the reporting organization make any transfers to a controlled entity as defined in section 512()(13) of the Code? If Yes, complete the schedule elow for each controlled entity. (A) Name, address, of each controlled entity a (B) Employer ID Numer (C) Description of transfer Yes Page 9 No (D) Amount of transfer c Totals 17 Did the reporting organization receive any transfers from a controlled entity as defined in section 512()(13) of the Code? If Yes, complete the schedule elow for each controlled entity. (A) Name, address, of each controlled entity (B) Employer ID Numer (C) Description of transfer Yes No (D) Amount of transfer a c Totals 18 Did the organization have a inding written contract in effect on August 17, 26, covering the interest, Please Sign Here rents, royalties, and annuities descried in question 17 aove? 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. Signature of officer Date Yes No Paid Preparer's Use Only Type or print name and title Preparer's signature Firm's name (or yours if self-employed), address, and ZIP + 4 KIM L. FREY 9/27/7 FREY & ASSOCIATES 1925 WINCHESTER BLVD STE 15 Date Check if selfemployed Phone CAMPBELL, CA 958 no EIN Preparer's SSN or PTIN (See Gen. Instr. ) Form 99 (26)

10 754 9/27/27 8:59 AM SCHEDULE A (Form 99 or 99-EZ) Department of the Treasury Internal Revenue Service Name of the organization Part I Organization Exempt Under Section 51(c)(3) (Except Private Foundation) and Section 51(e), 51(f), 51(k), 51(n), or 4947(a)(1) Nonexempt Charitale Trust Supplementary Information-(See separate instructions.) MUST e completed y the aove organizations and attached to their Form 99 or 99-EZ Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See page 2 of the instructions. List each one. If there are none, enter "None.") (a) Name and address of each employee paid more than $5,. NONE () Title and average hours per week devoted to position (c) Comp. OMB No Employer identification numer (d) Contri. to (e) Expense empl. en. plans account & other & deferred comp. allowances Total numer of other employees paid over $5, Part II-A 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 $5, () Type of service (c) Compensation. NONE Total numer of others receiving over $5, for professional services Part II-B Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter "None." See page 2 of the instructions.) (a) Name and address of each independent contractor paid more than $5, () Type of service (c) Compensation. NONE Total numer of other contractors receiving over $5, for other services For Paperwork Reduction Act Notice, see the Instructions for Form 99 and Form 99-EZ. Schedule A (Form 99 or 99-EZ) 26

11 754 9/27/27 8:59 AM Schedule A (Form 99 or 99-EZ) 26 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 $ (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.) Organizations that made an election under section 51(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.) a Sale, exchange, or leasing of property? a Lending of money or other extension of credit? c Furnishing of goods, services, or facilities? c d SEE PART V-A, FORM 99 Payment of compensation (or payment or reimursement of expenses if more than $1,)? d e Transfer of any part of its income or assets? e 3a Did the organization make grants for scholarships, fellowships, student loans, etc.? (If "Yes," attach an explanation of how the organization determines that recipients qualify to receive payments.) a Did the organization have a section 43() annuity plan for its employees? c Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures? If "Yes," attach a detailed statement c d Did the organization provide credit counseling, det management, credit repair, or det negotiation services? d 4a Did the organization maintain any donor advised funds? If "Yes," complete lines 4 through 4g. If "No," complete lines 4f and 4g Did the organization make any taxale distriutions under section 4966? a 4 c Did the organization make a distriution to a donor, donor advisor, or related person? c d Enter the total numer of donor advised funds owned at the end of the tax year e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year f Enter the total numer of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included on line 4d) where donors have the right to provide advice on the distriution or investment of amounts in such funds or accounts g Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year Schedule A (Form 99 or 99-EZ) 26

12 754 9/27/27 8:59 AM Schedule A (Form 99 or 99-EZ) 26 Page 3 Part IV Reason for Non-Private Foundation Status (See pages 4 through 7 of the instructions.) I certify that the organization is not a private foundation ecause it is: (Please check only ONE applicale ox.) 5 A church, convention of churches, or association of churches. Section 17()(1)(A)(i). 6 A school. Section 17()(1)(A)(ii). (Also complete Part V.) 7 A hospital or a cooperative hospital service organization. Section 17()(1)(A)(iii). 8 A federal, state, or local government or governmental unit. Section 17()(1)(A)(v). 9 A medical research organization operated in conjunction with a hospital. Section 17()(1)(A)(iii). Enter the hospital's name, city, and state An organization operated for the enefit of a college or university owned or operated y a governmental unit. Section 17()(1)(A)(iv). (Also complete the Support Schedule in Part IV-A.) 11a An organization that normally receives a sustantial part of its support from a governmental unit or from the general pulic. Section 17()(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 11 A community trust. Section 17()(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 12 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 3, See section 59(a)(2). (Also complete the Support Schedule in Part IV-A.) 13 An organization that is not controlled y any disqualified persons (other than foundation managers) and otherwise meets the requirements of section 59(a)(3). Check the ox that descries the type of supporting organization: Type I Type II Type III-Functionally Intergrated Type III-Other Provide the following information aout the supported organizations. (See page 7 of the instructions.) (a) () (c) (d) Name(s) of supported organization(s) Employer Type of Is the supported identification organization organization listed in numer (EIN) (descried in lines the supporting 5 through 12 organization's aove or IRC governing documents? section) (e) Amount of support Yes No Total An organization organized and operated to test for pulic safety. Section 59(a)(4). (See page 7 of the instructions.) Schedule A (Form 99 or 99-EZ) 26

13 754 9/27/27 8:59 AM Schedule A (Form 99 or 99-EZ) 26 Page 4 Part IV-A Support Schedule (Complete only if you checked a ox on line 1, 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. Calendar year (or fiscal year eginning in) (a) 25 () 24 (c) 23 (d) 22 (e) Total 15 Gifts, grants, and contriutions received. (Do not include unusual grants. See line 28.) Memership fees received 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 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 3, Net income from unrelated usiness activities not included in line Tax revenues levied for the organization's enefit and either paid to it or expended on its ehalf 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 Other income. Attach a schedule. Do not include gain or (loss) from sale of capital assets Total of lines 15 through Line 23 minus line Enter 1% of line Organizations descried on lines 1 or 11: a Enter 2% of amount in column (e), line a 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 22 through 25 exceeded the amount shown in line 26a. Do not file this list with your return. Enter the total of all these excess amounts c Total support for section 59(a)(1) test: Enter line 24, column (e) c d Add: Amounts from column (e) for lines: d e Pulic support (line 26c minus line 26d total) e f Pulic support percentage (line 26e (numerator) divided y line 26c (denominator)) f % 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: (25) (24) (23) (22) 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,. (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: (25) (24) (23) (22) c Add: Amounts from column (e) for lines: c d Add: Line 27a total and line 27 total d e Pulic support (line 27c total minus line 27d total) e f Total support for section 59(a)(2) test: Enter amount from line 23, column (e) f g Pulic support percentage (line 27e (numerator) divided y line 27f (denominator)) g % h Investment income percentage (line 18, column (e) (numerator) divided y line 27f (denominator)) h % 28 Unusual Grants: For an organization descried in line 1, 11, or 12 that received any unusual grants during 22 through 25, 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 15. Schedule A (Form 99 or 99-EZ) 26