Return of Organization Exempt From Income Tax

Transcription

1 Form 990 Department of the Treasury Internal Revenue Service A For the 2007 calendar year, or tax year eginning B Check if applicale: Please use IRS lael or print or type. See Specific Instructions. Return of Organization Exempt From Income Tax C Name of organization OMB No Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except lack lung 2007 enefit trust or private foundation) Open to Pulic The organization may have to use a copy of this return to satisfy state reporting requirements. Inspection and ending D Employer identification numer Address change Name change Numer and street (or P.O. ox if mail is not delivered to street address) Room/suite E Telephone numer Initial return 140 MAIN STREET, SECOND FLOOR (570) Termination City or town, state or country, and ZIP + 4 F Accounting method: Cash Accrual Other Amended return (specify) Application pending Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitale trusts H and I are not applicale to section 527 organizations. must attach a completed Schedule A (Form 990 or 990-EZ). H(a) Is this a group return for affiliates? Yes No G Wesite: H() If "Yes," enter numer of affiliates N/A J Organization type (check only one) 501(c) ( 3 ) (insert no.) 4947(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 is not a 509(a)(3) supporting organization and its gross H(d) Is this a separate return filed y an organization covered y a group ruling? Yes No receipts are normally not more than $25,000. A return is not required, ut if the organization chooses to file a return, e sure to file a complete return. I Group Exemption Numer N/A M Check if the organization is not required to attach L Gross receipts: Add lines 6, 8, 9, and 10 to line 12 8,564,520. Sch. B (Form 990, 990-EZ, or 990-PF). Revenue, Expenses, and Changes in Net Assets or Fund Balances Part I 1 Revenue Expenses a c d e c Contriutions, gifts, grants, and similar amounts received: Contriutions to donor advised funds ~~~~~~~~~~~~~~~~~~~ Direct pulic support (not included on line 1a) Indirect pulic support (not included on line 1a) ~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ Government contriutions (grants) (not included on line 1a) ~~~~~~~~~ 1d Total (add lines 1a through 1d) (cash $ 4,234,466. noncash $ 455,967. ) ~ 1e 4,690,433. 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 a Gross rents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6a Less: rental expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~ Net rental income or (loss). Sutract line 6 from line 6a ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other investment income (descrie ) 8 a Gross amount from sales of assets other (A) Securities (B) Other than inventory ~~~~~~~~~~~~~~~~ 3,660,652. 8a Less: cost or other asis and sales expenses ~~~ 3,388, c Gain or (loss) (attach schedule) ~~~~~~~~~ 272,331. 8c d Net gain or (loss). Comine line 8c, columns (A) and (B) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ STMT 2 9 Special events and activities (attach schedule). If any amount is from gaming, check here a Gross revenue (not including $ 19,321. of contriutions reported on line 1) ~ 9a 20,960. Less: direct expenses other than fundraising expenses ~~~~~~~~~~~~ 9 21,207. c Net income or (loss) from special events. Sutract line 9 from line 9a ~~~~~~~~~~~~~~~~~~~~~ SEE STATEMENT 3 10 a Gross sales of inventory, less returns and allowances ~~~~~~~~~~~~ 10a c Less: cost of goods sold ~~~~~~~~~~~~~~~~~~~~~~~~~ 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 1e, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11 Program services (from line 44, column (B)) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Management and general (from line 44, column (C)) Fundraising (from line 44, column (D)) 1a 1 1c 6 10 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 16 Payments to affiliates (attach schedule) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total expenses. Add lines 16 and 44, column (A) 17 2,422, Excess or (deficit) for the year. Sutract line 17 from line 12 ~~~~~~~~~~~~~~~~~~~~~~~~~ 18 2,732, Net assets or fund alances at eginning of year (from line 73, column (A)) ~~~~~~~~~~~~~~~~~~~ 19 7,723, Other changes in net assets or fund alances (attach explanation) ~~~~~~~~~~~~~~~~~~~~~~~ SEE STATEMENT , Net assets or fund alances at end of year. Comine lines 18, 19, and ,354, LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2007) THE LUZERNE FOUNDATION Net Assets AMENDED RETURN THE LUZERNE FOUNDATION ,813, , c 7 8d 9c 10c , , ,154,992. 2,105, , ,021.

2 Form 990 (2007) THE LUZERNE FOUNDATION Page 2 Part II Statement of Functional Expenses All organizations must complete column (A). Columns (B), (C), and (D) are required for section 501(c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitale trusts ut optional for others. Do not include amounts reported on line 6, 8, 9, 10, or 16 of Part I. 22a Grants paid from donor advised funds (attach schedule) ~~~~~~~~~~~~~ (cash $ noncash $ 0. ) If this amount includes foreign grants, check here 22a 22 Other grants and allocations (attach schedule) (cash $ 280,526. noncash $ 0. ) If this amount includes foreign grants, check here Specific assistance to individuals (attach 24 schedule) ~~~~~~~~~~~~~~~~~ Benefits paid to or for memers (attach schedule) ~~~~~~~~~~~~~~~~~ 25a Compensation of current officers, directors, key employees, etc. listed in Part V-A ~~~~~~~ Compensation of former officers, directors, key employees, etc. listed in Part V-B ~~~~~~~ c Compensation and other distriutions, not included a c d e f g aove, to disqualified persons (as defined under section 4958(f)(1)) and persons descried in section 4958(c)(3)(B) ~~~~~~~~~~~~ Salaries and wages of employees not included on lines 25a,, and c Pension plan contriutions not included on lines 25a,, and c ~~~~~~ ~~~~~~~~~~~~ Employee enefits not included on lines 25a - 27~~~~~~~~~~~~~~~~~~ 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 25 25c a 43 43c 43d 43e (A) Total (B) Program services (C) Management and general STATEMENT 6 (D) Fundraising 43f SEE STATEMENT 5 43g 255, , , , Total functional expenses. Add lines 22a through 43g. (Organizations completing columns (B)-(D), carry these totals to lines 13-15) 44 1,626,940. 1,626,940. STATEMENT 7 280, , , , , , , , , ,781. 9,391. 1, ,790. 8,661. 2,958. 3, , ,940. 3,735. 4,401. 3, ,386. 5,909. 1,477. 7,191. 5,753. 1,438. 4,418. 3, ,840. 1, ,812. 2, , ,604. 3,401. 2,422,698. 2,105, , ,021. 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? ~~~~~~~9 Yes No If "Yes," enter (i) the aggregate amount of these joint costs $ N/A ; (ii) the amount allocated to Program services $ N/A ; (iii) the amount allocated to Management and general $ N/A ; and (iv) the amount allocated to Fundraising $ N/A Form 990 (2007) THE LUZERNE FOUNDATION

3 Form 990 (2007) THE LUZERNE FOUNDATION Page 3 Part III Statement of Program Service Accomplishments (See the instructions.) Form 990 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? SEE STATEMENT 9 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 4947(a)(1) nonexempt charitale trusts must also enter the amount of grants and allocations to others.) a SEE STATEMENT 8 Program Service Expenses (Required for 501(c)(3) and (4) orgs., and 4947(a)(1) trusts; ut optional for others.) (Grants and allocations $ 1,907,466. ) If this amount includes foreign grants, check here 2,105,764. c (Grants and allocations $ ) If this amount includes foreign grants, check here d (Grants and allocations $ ) If this amount includes foreign grants, check here e f (Grants and allocations $ ) If this amount includes foreign grants, check here Other program services (attach schedule) (Grants and allocations $ ) If this amount includes foreign grants, check here Total of Program Service Expenses (should equal line 44, column (B), Program services) 2,105,764. Form 990 (2007) THE LUZERNE FOUNDATION

4 Form 990 (2007) THE LUZERNE FOUNDATION Page 4 Part IV Balance Sheets (See the instructions.) Note: Where required, attached schedules and amounts within the description column (A) (B) should e for end-of-year amounts only. Beginning of year End of year Cash - non-interest-earing ~~~~~~~~~~~~~~~~~~~~~~~~~ Savings and temporary cash investments ~~~~~~~~~~~~~~~~~~ 1,641, ,256, a Accounts receivale ~~~~~~~~~~~~ 47a Less: allowance for doutful accounts ~~~ 47 47c Assets 48 a a 51 a a 55 a Pledges receivale ~~~~~~~~~~~~~ Less: allowance for doutful accounts ~~~ Grants receivale ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Receivales from current and former officers, directors, trustees, and key employees ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Receivales from other disqualified persons (as defined under section 4958(f)(1)) and persons descried in section 4958(c)(3)(B) ~~~~~~~~~~ Other notes and loans receivale ~~~~~~ Less: allowance for doutful accounts ~~~~~~ Inventories for sale or use ~~~~~~~~~~~~~~~~~~~~~~~~~~ 48a 48 51a ,688. 2, , c 342,688. Prepaid expenses and deferred charges ~~~~~~~~~~~~~~~~~~ 53 Investments - pulicly-traded securities STMT ~~~~~~ 119 Cost FMV 8,174, a 10,358,919. Investments - other securities ~~~~~~~~~~~ 9 Cost Investments - land, uildings, and STMT 10 equipment: asis ~~~~~~~~~~~~~~ 55a FMV 49 50a 50 51c Liailities Net Assets or Fund Balances Less: accumulated depreciation ~~~~~~ Investments - other ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 57 a Land, uildings, and equipment: asis ~~~ 57a Less: accumulated depreciation ~~~~~~ 57 57c Other assets, including program-related investments (descrie FUNDS HELD IN TRUST ) 653, Total assets (must equal line 74). Add lines 45 through 58 10,767, ,958,305. Accounts payale and accrued expenses ~~~~~~~~~~~~~~~~~~ 9, ,162. 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 SEE STATEMENT 12 ) 66 Total liailities. Add lines 60 through 65 Organizations that follow SFAS 117, check here and complete lines c a 64 3,034, ,593,072. 3,043, ,604, through 69 and lines 73 and 74. Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7,525, ,165,022. Temporarily restricted~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 197, ,049. Permanently restricted ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Organizations that do not follow SFAS 117, check here complete lines 70 through 74. Capital stock, trust principal, or current funds ~~~~~~~~~~~~~~~~ Paid-in or capital surplus, or land, uilding, and equipment fund ~~~~~~~ and Retained earnings, endowment, accumulated income, or other funds Total net assets or fund alances. Add lines 67 through 69 or lines 70 through 72. ~~~~ (Column (A) must equal line 19 and column (B) must equal line 21) ~~~~~~~~~ 74 Total liailities and net assets/fund alances. Add lines 66 and ,723, ,354, ,767, ,958,305. Form 990 (2007) THE LUZERNE FOUNDATION

5 Form 990 (2007) THE LUZERNE FOUNDATION Page 5 Part IV-A Reconciliation of Revenue per Audited Financial Statements With Revenue per Return (See the instructions.) a c d Total revenue, gains, and other support per audited financial statements ~~~~~~~~~~~~~~~~~~~~~~ Amounts included on line a ut not on Part I, line 12: Net unrealized gains on investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~~~~~ Recoveries of prior year grants ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Other (specify): CHANGE IN VALUE OF REMAINDER TRUST 4-8,478. Add lines 1 through 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sutract line from line a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Amounts included on Part I, line 12, ut not on line a: 1 Investment expenses not included on Part I, line 6 ~~~~~~~~~~~~~~~~~~~ d1 2 Other (specify): GOLF TOURNAMENT EPENSES d2-21,207. Add lines d1 and d2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d -21,207. e Total revenue (Part I, line 12). Add lines c and d e 5,154,992. Part IV-B Reconciliation of Expenses per Audited Financial Statements With Expenses per Return a Total expenses and losses per audited financial statements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ a 2,466,605. c d Amounts included on line a ut not on Part I, line 17: Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 Prior year adjustments reported on Part I, line 20 ~~~~~~~~~~~~~~~~~~~~~ Losses reported on Part I, line 20 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Other (specify): GOLF TOURNAMENT EPENSES 4 21,207. Add lines 1 through 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~ d1 2 Other (specify): d2 Add lines d1 and d2 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d 0. e Total expenses (Part I, line 17). Add lines c and d e 2,422,698. Part V-A 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.) (B) Title and average hours (C) Compensation (D) Contriutions to (E) Expense (A) Name and address per week devoted to employee enefit (If not paid, enter plans & deferred account and position -0-.) compensation plans other allowances SEE STATEMENT 13 92, ,769. 8, , , ,700. a c c 5,097, ,752. 5,176, ,907. 2,422,698. Form 990 (2007) THE LUZERNE FOUNDATION

6 Form 990 (2007) THE LUZERNE FOUNDATION Page 6 Part V-A Current Officers, Directors, Trustees, and Key Employees (continued) Yes No 75 a Enter the total numer of officers, directors, and trustees permitted to vote on organization usiness at oard meetings ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 24 Are any officers, directors, trustees, or key employees listed in Form 990, 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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 75 c Do any officers, directors, trustees, or key employees listed in Form 990, 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? 75d 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.) (A) Name and address (C) Compensation (D) Contriutions to (E) Expense (B) Loans and Advances employee enefit (if not paid, plans & deferred account and NONE enter -0-) compensation plans other allowances Part VI Other Information (See the instructions.) Yes No 76 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?~~~~~~~~~~~~~~ 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 990-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 N/A and check whether it is exempt or nonexempt Enter direct and indirect political expenditures. (See line 81 instructions.) ~~~~~~~~~ 81a 0. Did the organization file Form 1120-POL for this year? 75c 78a a 81 Form 990 (2007) / THE LUZERNE FOUNDATION

7 Form 990 (2007) THE LUZERNE FOUNDATION Page 7 Part VI Other Information (continued) Yes No 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 82a 84 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.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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? ~~~~~~~~~~~~ Did the organization solicit any contriutions or gifts that were not tax deductile? ~~~~~~~~~~~~~~~~~~~~~ N/A If "Yes," did the organization include with every solicitation an express statement that such contriutions or gifts were not tax deductile? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A 85 a 501(c)(4), (5), or (6). 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 h If "Yes" was answered to either 85a or 85, do not complete 85c through 85h elow unless the organization received a 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Gross receipts, included on line 12, for pulic use of clu facilities ~~~~~~~~~~~~~ 86a 86 N/A N/A (c)(12) organizations. Enter: a Gross income from memers or shareholders~~~~~~~ 87a N/A 89 a Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ~~~~~~~~~~~~~~~~~~~~~~~ 88 a At any time during the year, did the organization own a 50% or greater interest in a taxale corporation or partnership, waiver for proxy tax 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 or an entity disregarded as separate from the organization under Regulations sections and ? If "Yes," complete Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 0. d Enter: Amount of tax on line 89c, aove, reimursed y the organization ~~~~~~~~~~~ 0. e All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transaction? ~~~ 89e f All organizations. Did the organization acquire a direct or indirect interest in any applicale insurance contract? ~~~~~~~ 89f 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? ~~~~~~ 89g 90 a List the states with which a copy of this return is filed PA Numer of employees employed in the pay period that includes March 12, 2007 ~~~~~~~~~~~~~ a The ooks are in care of CHARLES BARBER Telephone no. (570) Located at 140 MAIN STREET, 2ND FLOOR, LUZERNE, PA ZIP At any time during the calendar year, did the organization have an interest in or a signature or other authority over Yes No a financial account in a foreign country (such as a ank account, securities account, or other financial account)? ~~~~~~ 91 If "Yes," enter the name of the foreign country N/A See the instructions for exceptions and filing requirements for Form TD F , Report of Foreign Bank and Financial Accounts N/A N/A 83a 83 84a 84 85a 85 85g 85h 88a Form 990 (2007) / THE LUZERNE FOUNDATION

8 Form 990 (2007) THE LUZERNE FOUNDATION 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? 91c If "Yes," enter the name of the foreign country N/A 92 Section 4947(a)(1) nonexempt charitale trusts filing Form 990 in lieu of Form Check here and enter the amount of tax-exempt interest received or accrued during the tax year 92 N/A Part VII Analysis of Income-Producing Activities (See 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 93 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: Line No. < , , e 104 Sutotal (add columns (B), (D), and (E))~~~~~ , Total (add line 104, columns (B), (D), and (E)) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 464,559. Note: Line 105 plus line 1e, Part I, should equal the amount on line 12, Part I. Part VIII 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). N/A Part I 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 % N/A % Part % % 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 () 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). Yes No No Form 990 (2007) THE LUZERNE FOUNDATION

9 Form 990 (2007) THE LUZERNE FOUNDATION Page 9 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). N/A Yes No 106 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 Identification Numer (C) Description of transfer (D) Amount of transfer c Totals 107 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 a (B) Employer Identification Numer (C) Description of transfer Yes No (D) Amount of transfer c Totals 108 Did the organization have a inding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and Please Yes No annuities descried in question 107 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. Sign = Signature of officer Date Here CHARLES M. BARBER, PRESIDENT & CEO = Type or print name and title Date Check if Preparer s SSN or PTIN (See Gen. Inst. ) Preparer s Paid selfemployed 9 signature = Preparer s Firm s name (or PARENTEBEARD, LLC Use Only yours if EIN9 self-employed), 46 PUBLIC SQUARE, SUITE 400 address, and ZIP + 4 = WILKES-BARRE, PA Phone (570) no.9 Form 990 (2007) / THE LUZERNE FOUNDATION

10 Organization Exempt Under Section 501(c)(3) SCHEDULE A OMB No (Form 990 or 990-EZ) (Except Private Foundation) and Section 501(e), 501(f), 501(k), 501(n), or 4947(a)(1) Nonexempt Charitale Trust Department of the Treasury Supplementary Information-(See separate instructions.) 2007 Internal Revenue Service MUST e completed y the aove organizations and attached to their Form 990 or 990-EZ 9 Name of the organization Employer identification numer THE LUZERNE FOUNDATION " 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.") (d) Contriutions to (a) Name and address of each employee paid () Title and average hours (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, 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 $50,000 () Type of service (c) Compensation NONE Total numer of others receiving over $50,000 for professional services 0 9 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 $50,000 () Type of service (c) Compensation NONE Total numer of other contractors receiving over $50,000 for other services / LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ. Schedule A (Form 990 or 990-EZ) THE LUZERNE FOUNDATION

11 Schedule A (Form 990 or 990-EZ) 2007 THE LUZERNE FOUNDATION 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 $ $ (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.) 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.) a Sale, exchange, or leasing of property? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Lending of money or other extension of credit? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Furnishing of goods, services, or facilities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Payment of compensation (or payment or reimursement of expenses if more than $1,000)? ~~~~~~~~~~~~~~~~~~~~~~ SEE PART V-A, FORM 990 e Transfer of any part of its income or assets? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 a 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.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ SEE STATEMENT 14 Did the organization have a section 403() 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 ~~~~~~~~~~~~~~~~~~~~~ d Did the organization provide credit counseling, det management, credit repair, or det negotiation services? ~~~~~~~~~~~~~~~ 4 a Did the organization maintain any donor advised funds? If "Yes," complete lines 4 through 4g. If "No," complete lines 4f and 4g ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4a Did the organization make any taxale distriutions under section 4966? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Did the organization make a distriution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~~~~~~~~~~~~~ 4 4c d Enter the total numer of donor advised funds owned at the end of the tax year ~~~~~~~~~~~~~~~~~~~~~~~~~~ J 42 e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year ~~~~~~~~~~~~~~~~~ J3,649,406. f Enter the total numer of separate funds or accounts owned at the end of the 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 ~~~~~ J 0. g Enter the aggregate value of assets in all funds or accounts included on line 4f at the end of the tax year ~~~~~~~~~~~~~~~ J a 2 2c 2d 2e 3a 3 3c 3d Schedule A (Form 990 or 990-EZ) THE LUZERNE FOUNDATION

12 Schedule A (Form 990 or 990-EZ) 2007 THE LUZERNE FOUNDATION Page 3 Part IV Reason for Non-Private Foundation Status (See pages 4 through 8 of the instructions.) I certify that the organization is not a private foundation ecause it is: (Please check only ONE applicale ox.) (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 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). 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, See section 509(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 509(a)(3). Check the ox that descries the type of supporting organization: Type I Type II Type III-Functionally Integrated Type III-Other Provide the following information aout the supported organizations. (See page 8 of the instructions.) (a) () (c) (d) (e) Name(s) of supported organization(s) Employer identification numer (EIN) Type of organization (descried in lines 5 through 12 aove or IRC section) Is the supported organization listed in the supporting organization s governing documents? Amount of support Yes No Total J 14 An organization organized and operated to test for pulic safety. Section 509(a)(4). (See page 8 of the instructions.) Schedule A (Form 990 or 990-EZ) THE LUZERNE FOUNDATION

13 Schedule A (Form 990 or 990-EZ) 2007 THE LUZERNE FOUNDATION Page 4 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. Calendar year (or fiscal year eginning in) ~~~~~~~~~~ J (a) 2006 () 2005 (c) 2004 (d) 2003 (e) Total 15 Gifts, grants, and contriutions received. (Do not include unusual grants. See line 28.) ~~~~~~ 1,903,672. 1,957,024. 1,287, ,505. 6,038, 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, income from similar sources, 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 2003 through 2006 exceeded the amount shown in line 26a. Do not file this list with your return. Enter the total of all these excess amounts ~~~~~~~~~~~~~~~~~~~ J ,985. c Total support for section 509(a)(1) test: Enter line 24, column (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~ J 26c 6,498,352. d Add: Amounts from column (e) for lines: , ,985. ~~~ J 26d 1,006,086. e Pulic support (line 26c minus line 26d total) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J 26e 5,492,266. f Pulic support percentage (line 26e (numerator) divided y line 26c (denominator)) ~~~~~~~~~~~~~~~~ J 26f % 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 18, , , , , , ,101. 2,078,593. 2,092,450. 1,388, ,064. 6,516,422. 2,060,523. 2,092,450. 1,388, ,064. 6,498, , , ,883. 9, ,967. 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: N/A (2006) ~~~~~~~~~~~~~ (2005) ~~~~~~~~~~~~~~ (2004) ~~~~~~~~~~~~~ (2003) ~~~~~~~~~~~~~ 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: N/A (2006) ~~~~~~~~~~~~~ (2005) ~~~~~~~~~~~~~~ (2004) ~~~~~~~~~~~~~ (2003) ~~~~~~~~~~~~~ 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 509(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 2003 through 2006, 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 NONE Schedule A (Form 990 or 990-EZ) THE LUZERNE FOUNDATION

14 Schedule A (Form 990 or 990-EZ) 2007 THE LUZERNE FOUNDATION Page 5 Part V Private School Questionnaire (See page 9 of the instructions.) N/A (To e completed ONLY y schools that checked the ox on line 6 in Part IV) 29 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?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 990 or 990-EZ) THE LUZERNE FOUNDATION

15 Schedule A (Form 990 or 990-EZ) 2007 THE LUZERNE FOUNDATION Page 6 Part VI-A Loying Expenditures y Electing Pulic Charities (See page 11 of the instructions.) N/A (To e completed ONLY y an eligile organization that filed Form 5768) Check9 9 a if the organization elongs to an affiliated group. Check if you checked "a" and "limited control" provisions apply. Limits on Loying Expenditures (a) () Affiliated group To e completed for all (The term "expenditures" means amounts paid or incurred.) totals electing organizations N/A 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 39) 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 ~~~~~~~~~~~~~ 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 9 (150% of line 45(e)) Total loying expenditures Grassroots nontaxale amount Grassroots ceiling amount (150% of line 48(e)) Grassroots loying 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 13 of the instructions.) (a) 2007 Loying Expenditures During 4-Year Averaging Period () 2006 (c) 2005 expenditures Part VI-B Loying Activity y Nonelecting Pulic Charities (For reporting only y organizations that did not complete Part VI-A) (See page 14 of the instructions.) 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) 2004 (e) Total Yes No Amount 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 990 or 990-EZ) THE LUZERNE FOUNDATION N/A N/A