Filing Instructions. The Weston A. Price Foundation. Exempt Organization Tax Return. Taxable Year Ended December 31, 2006

Transcription

1 Filing Instrutions The Weston A. Prie Foundation Exempt Organization Tax Return Taxale Year Ended Deemer 31, 2006 Date Due: vemer 15, 2007 Remittane: Mail To: ne is required. Your Form 990 for the tax year ended 12/31/06 shows no alane due. The return should e signed and dated on Page 9 y an offier representing the organization. Internal Revenue Servie Center Ogden, UT If a private delivery servie is used, mail to: OSPC 1973 N. Rulon White Blvd. Ogden, UT Other: Initial and date the opy of the return, and retain it for your reords.

2 /15/2007 9:46 AM Form Part I Return of Organization Exempt From Inome Tax 990 Under setion 501(), 527, or 4947(a)(1) of the Internal Revenue Code (exept lak lung 2006 Department of the Treasury Internal Revenue Servie enefit trust or private foundation) The organization may have to use a opy of this return to satisfy state reporting requirements. M Chek 870,309 Revenue, Expenses, and Changes in Net Assets or Fund Balanes (See the instrutions.) Open to Puli Inspetion A For the 2006 alendar year, or tax year eginning, and ending B Chek if appliale: Please C Name of organization D Employer identifiation numer use IRS Address hange lael or Name hange print or The Weston A. Prie Foundation E Telephone numer type. Numer and street (or P.O. ox if mail is not delivered to street address) Room/suite Initial return See PMB , 4200 Wisonsin Ave NW, F Aounting method: Cash Speifi Final return Instrutions. City or town, state or ountry, and ZIP + 4 Arual Other (speify) Amended return G Wesite: H() J Organization type H() (hek only one) 501() ( ) t(insert no.) 4947(a)(1) or 527 K L Revenue Expenses Net Assets Appliation pending Chek here 1 a Contriutions to donor advised funds a Diret puli support (not inluded on line 1a) ,278 Indiret puli support (not inluded on line 1a) d Government ontriutions (grants) (not inluded on line 1a) d 49,000 e Total (add lines 1a through 1d) (ash $ 89,278 nonash $ ) 1e 89,278 2 Program servie revenue inluding government fees and ontrats (from Part VII, line 93) ,387 3 Memership dues and assessments See Statement ,662 4 Interest on savings and temporary ash investments Dividends and interest from seurities a Gross rents a Less: rental expenses Net rental inome or (loss). Sutrat line 6 from line 6a Other investment inome (desrie See Statement 2 ) ,460 8a Gross amount from sales of assets other (A) Seurities (B) Other 9 d a Washington DC Setion 501()(3) organizations and 4947(a)(1) nonexempt haritale trusts must attah a ompleted Shedule A (Form 990 or 990-EZ). 3 if the organization is not a 509(a)(3) supporting organization and its gross reeipts are normally not more than $25,000. A return is not required, ut if the organization hooses to file a return, e sure to file a omplete return. Gross reeipts: Add lines 6, 8, 9, and 10 to line 12 Contriutions, gifts, grants, and similar amounts reeived: than inventory a Less: ost or other asis and sales expenses Gain or (loss) (attah shedule) ,493 Net gain or (loss). Comine line 8, olumns (A) and (B) See Stmt d 2,493 Speial events and ativities (attah shedule). If any amount is from gaming, hek here Gross revenue (not inluding$ ontriutions reported on line 1) a Less: diret expenses other than fundraising expenses Net inome or (loss) from speial events. Sutrat line 9 from line 9a a Gross sales of inventory, less returns and allowanes a Less: ost of goods sold Gross profit or (loss) from sales of inventory (attah shedule). Sutrat line 10 from line 10a Other revenue (from Part VII, line 103) Total revenue. Add lines 1e, 2, 3, 4, 5, 6, 7, 8d, 9, 10, and Program servies (from line 44, olumn (B)) Management and general (from line 44, olumn (C)) Fundraising (from line 44, olumn (D)) Payments to affiliates (attah shedule) Total expenses. Add lines 16 and 44, olumn (A) Exess or (defiit) for the year. Sutrat line 17 from line Net assets or fund alanes at eginning of year (from line 73, olumn (A)) Other hanges in net assets or fund alanes (attah explanation) Net assets or fund alanes at end of year. Comine lines 18, 19, and For Privay At and Paperwork Redution At tie, see the separate instrutions. of H and are not appliale to setion 527 organizations. I H(a) H(d) I Is this a group return for affiliates? If "," enter numer of affiliates Are all affiliates inluded? (If "," attah a list. See instrutions.) Is this a separate return filed y an organization overed y a group ruling? Group Exemption Numer OMB if the organization is not required to attah Sh. B (Form 990, 990-EZ, or 990-PF). 2,493 7,900 3, , ,613 49, ,835-19, ,838 See Statement ,313 Form 990 (2006)

3 /15/2007 9:46 AM Form 990 (2006) Page 2 Part II Statement of Funtional Expenses Do not inlude amounts reported on line 6, 8, 9, 10, or 16 of Part I. 22a Grants paid from donor advised funds (attah shedule) non- (ash $ ash $ ) If this amount inludes foreign grants, hek here 22Other grants and alloations (attah shedule) non- (ash $ ash $ ) If this amount inludes foreign grants, hek here shedule) aCompensation of urrent offiers, diretors, Speifi assistane to individuals (attah shedule) Benefits paid to or for memers (attah shedule) Compensation and other distriutions, not inluded aove, to disqualified persons (as defined under setion 4958(f)(1)) and persons desried in setion 4958()(3)(B) (attah shedule) Salaries and wages of employees not inluded on lines 25a,, and Pension plan ontriutions not inluded on lines 25a,, and Employee enefits not inluded on lines a a Payroll taxes Professional fundraising fees Aounting fees Legal fees Supplies Telephone Postage and shipping Oupany Equipment rental and maintenane Printing and puliations Travel Conferenes, onventions, and meetings Other expenses not overed aove (itemize): a... See Statement a 41 Interest Depreiation, depletion, et. (attah shedule) , ,033 8, ,995 43, d d e e f f g g 44 Total funtional expenses. Add lines 22a through 43g. (Organizations ompleting olumns (B)-(D), arry these totals to lines 13-15) Joint Costs. Chek if you are following SOP All organizations must omplete olumn (A). Columns (B), (C), and (D) are required for setion 501()(3) and (4) organizations and setion 4947(a)(1) nonexempt haritale trusts ut optional for others. (See the instrutions.) 44 (A) Total (B) Program servies Are any joint osts from a omined eduational ampaign and fundraising soliitation reported in (B) Program servies? If "," enter (i) the aggregate amount of these joint osts $ ; (ii) the amount alloated to Program servies $ ; (iii) the amount alloated to Management and general$ ; and (iv) the amount alloated to Fundraising $ The Weston A. Prie Foundation key employees, et. listed in Part V-A (attah shedule) Compensation of former offiers, diretors, key employees, et. listed in Part V-B (attah 22a , ,420 (C) Management and general 2,933 2,933 9,719 9,719 1,690 1,690 17,488 17,488 20,443 20,443 4,685 4,685 50,719 50, ,100 36,100 2,765 2, , ,908 4,083 2,643 1, , ,277 (D) Fundraising 889, ,613 49,222 0 Form 990 (2006)

4 /15/2007 9:46 AM Form 990 (2006) The Weston A. Prie Foundation Part III Statement of Program Servie Aomplishments (See the instrutions.) Form 990 is availale for puli inspetion and, for some people, serves as the primary or sole soure of information aout a partiular organization. How the puli pereives an organization in suh ases may e determined y the information presented on its return. Therefore, please make sure the return is omplete and aurate and fully desries, in Part III, the organization's programs and aomplishments. What is the organization's primary exempt purpose? See Statement 6.. All organizations must desrie their exempt purpose ahievements in a lear and onise manner. State the numer of lients served, puliations issued, et. Disuss ahievements that are not measurale. (Setion 501()(3) and (4) organizations and 4947(a)(1) nonexempt haritale trusts must also enter the amount of grants and alloations to others.) Organization of Eduational Conferene a (Grants and alloations $ ) If this amount inludes foreign grants, hek here Dissemination of researh material and eduational puliations through rohures and other media. (Grants and alloations $ ) If this amount inludes foreign grants, hek here (Grants and alloations $ ) If this amount inludes foreign grants, hek here d (Grants and alloations $ ) If this amount inludes foreign grants, hek here e Other program servies (attah shedule) (Grants and alloations $ ) If this amount inludes foreign grants, hek here f Total of Program Servie Expenses (should equal line 44, olumn (B), Program servies) Page 3 Program Servie Expenses (Required for 501()(3) and (4) orgs., and 4947(a)(1) trusts; ut optional for others.) 234, , ,613 Form 990 (2006)

5 /15/2007 9:46 AM Part IV The Weston A. Prie Foundation Balane Sheets (See the instrutions.) Form 990 (2006) Page 4 te: Where required, attahed shedules and amounts within the desription (A) (B) olumn should e for end-of-year amounts only. Beginning of year End of year -89, Cash-non-interest-earing Savings and temporary ash investments , a Aounts reeivale a Less: allowane for doutful aounts , ,878 Net Assets or Fund Balanes Liailities Assets 48a Pledges reeivale a Less: allowane for doutful aounts Grants reeivale a Reeivales from urrent and former offiers, diretors, trustees, and 51a key employees (attah shedule) Reeivales from other disqualified persons (as defined under setion 4958(f)(1)) and persons desried in setion 4958()(3)(B) (att. shedule) Other notes and loans reeivale (attah shedule) a Less: allowane for doutful aounts Inventories for sale or use Prepaid expenses and deferred harges a Investments pulily-traded seurities Cost FMV 54a Investments other seurities Cost FMV 54 (attah shedule) a Investments-land, uildings, and equipment: asis a Less: aumulated depreiation (attah shedule) Investments-other (attah shedule) See Stmt a Land, uildings, and equipment: asis a 47,065 Less: aumulated depreiation (attah shedule) See Statement ,716 9, ,675 36, Other assets, inluding program-related investments (desrie ) Total assets (must equal line 74). Add lines 45 through Aounts payale and arued expenses Grants payale Deferred revenue Loans from offiers, diretors, trustees, and key employees (attah shedule) a Tax-exempt ond liailities (attah shedule) a Mortgages and other notes payale (attah shedule) Other liailities (desrie. See Statement ) 5, Total liailities. Add lines 60 through Organizations that follow SFAS 117, hek here 67 through 69 and lines 73 and 74. and omplete lines 67 Unrestrited Temporarily restrited Permanently restrited Organizations that do not follow SFAS 117, hek here and omplete lines 70 through Capital stok, trust prinipal, or urrent funds Paid-in or apital surplus, or land, uilding, and equipment fund Retained earnings, endowment, aumulated inome, or other funds Total net assets or fund alanes (add lines 67 through 69 or lines 70 through 72. (Column (A) must equal line 19 and olumn (B) must 392,014 5, , , ,014 equal line 21) Total liailities and net assets/fund alanes. Add lines 66 and a , , , ,313 Form 990 (2006)

6 /15/2007 9:46 AM a d e a d e Part IV-A Part IV-B Total expenses and losses per audited finanial statements Amounts inluded on line a ut not Part I, line 17: Donated servies and use of failities Prior year adjustments reported on Part I, line Losses reported on Part I, line Other (speify): Add lines 1 through Sutrat line from line a Amounts inluded on Part I, line 17, ut not on line a: Investment expenses not inluded on Part I, line Other (speify): d2 Add lines d1 and d Total expenses (Part I, line 17). Add lines and d Part V-A The Weston A. Prie Foundation Reoniliation of Revenue per Audited Finanial Statements With Revenue per Return (See the instrutions.) N/A Form 990 (2006) Page 5 Total revenue, gains, and other support per audited finanial statements Amounts inluded on line a ut not on Part I, line 12: 1 Net unrealized gains on investments Donated servies and use of failities Reoveries of prior year grants Other (speify): Add lines 1 through Sutrat line from line a Amounts inluded on Part I, line 12, ut not on line a: 1 Investment expenses not inluded on Part I, line d1 2 Other (speify): d2 Add lines d1 and d Total revenue (Part I, line 12). Add lines and d Reoniliation of Expenses per Audited Finanial Statements With Expenses per Return Current Offiers, Diretors, Trustees, and Key Employees (List eah person who was an offier, diretor, trustee, or key employee at any time during the year even if they were not ompensated.) (See the instrutions.) (B) (C) Compensation (D) Contriutions to (E) Expense employee enefit plans & (A) Name and address Title and average hours per (If not paid, enter aount and other week devoted to position deferred ompensation -0-.) plans allowanes.. Sally W..... Fallon Washington Pres & Treas 1220 L Street, NW, Suite DC Mary G..... Enig Beltsville Vie Preside Ingleside Drive MD Tom..... Cowan San..... Franiso Diretor 871 Clayton St. CA Geoffrey Morell Washington Seretary 1220 L Street, NW, Suite DC Cherie Calvert Bethesda Diretor 4938 Hampden Lane #282 MD Kaayla Daniel Santa Fe Diretor 2162 Candelero Street NM , Carol Eshe Lutherville Diretor P.O. Box 342 MD , Valerie Curry Joyner Purelville Diretor Linoln Road VA d1 a d e a d e N/A Form 990 (2006)

7 /15/2007 9:46 AM Form 990 (2006) 75a Part V-A Current Offiers, Diretors, Trustees, and Key Employees (ontinued) Enter the total numer of offiers, diretors, and trustees permitted to vote on organization usiness at oard meetings Are any offiers, diretors, trustees, or key employees listed in Form 990, Part V-A, or highest ompensated employees listed in Shedule A, Part I, or highest ompensated professional and other independent ontrators listed in Shedule A, Part II-A or II-B, related to eah other through family or usiness relationships? If "," attah a statement that identifies the individuals and explains the relationship(s) Do any offiers, diretors, trustees, or key employees listed in Form 990, Part V-A, or highest ompensated employees listed in Shedule A, Part I, or highest ompensated professional and other independent ontrators listed in Shedule A, Part II-A or II-B, reeive ompensation from any other organizations, whether tax exempt or taxale, that are related to the organization? See the instrutions for the definition of related organization If, attah a statement that inludes the information desried in the instrutions. d Does the organization have a written onflit of interest poliy? Part V-B The Weston A. Prie Foundation d Page 6 Former Offiers, Diretors, Trustees, and Key Employees That Reeived Compensation or Other Benefits (If any former offier, diretor, trustee, or key employee reeived ompensation or other enefits (desried elow) during the year, list that person elow and enter the amount of ompensation or other enefits in the appropriate olumn. See the instrutions.) (C) Compensation (D) Contriutions to employee (E) Expense (A) Name and address (B) Loans and Advanes (if not paid, enefit plans & deferred aount and other enter -0-) ompensation plans allowanes N/A See Statement a 79 80a 81a Part VI Other Information (See the instrutions.) Did the organization make a hange in its ativities or methods of onduting ativities? If, attah a detailed statement of eah hange Were any hanges made in the organizing or governing douments ut not reported to the IRS? If "," attah a onformed opy of the hanges. Did the organization have unrelated usiness gross inome of $1,000 or more during the year overed y this return? If "," has it filed a tax return on Form 990-T for this year? Was there a liquidation, dissolution, termination, or sustantial ontration during the year? If "," attah a statement Is the organization related (other than y assoiation with a statewide or nationwide organization) through ommon memership, governing odies, trustees, offiers, et., to any other exempt or nonexempt organization? If "," enter the name of the organization and hek whether it is exempt or nonexempt Enter diret and indiret politial expenditures. (See line 81 instrutions.) a Did the organization file Form 1120-POL for this year? a a 81 Form 990 (2006)

8 /15/2007 9:46 AM Form 990 (2006) Page 7 82a Part VI Other Information (ontinued) 83a 84a Did the organization omply with the puli inspetion requirements for returns and exemption appliations? gifts were not tax dedutile? ()(4), (5), or (6) organizations. a Were sustantially all dues nondedutile y memers? N/A a Did the organization make only in-house loying expenditures of $2,000 or less? N/A If "" was answered to either 85a or 85, do not omplete 85 through 85h elow unless the organization d e f g h following tax year? ()(7) orgs. Enter: a Initiation fees and apital ontriutions inluded on line a Gross reeipts, inluded on line 12, for puli use of lu failities ()(12) orgs. Enter: a Gross inome from memers or shareholders a Gross inome from other soures. (Do not net amounts due or paid to other 88a 89a d e 90a 91a Did the organization reeive donated servies or the use of materials, equipment, or failities at no harge or at sustantially less than fair rental value? If "," you may indiate the value of these items here. Do not inlude this amount as revenue in Part I or as an expense in Part II. (See instrutions in Part III.) Did the organization omply with the dislosure requirements relating to quid pro quo ontriutions? Did the organization soliit any ontriutions or gifts that were not tax dedutile? If "," did the organization inlude with every soliitation an express statement that suh ontriutions or reeived a waiver for proxy tax owed for the prior year. Dues, assessments, and similar amounts from memers Setion 162(e) loying and politial expenditures Aggregate nondedutile amount of setion 6033(e)(1)(A) dues noties Taxale amount of loying and politial expenditures (line 85d less 85e) Does the organization elet to pay the setion 6033(e) tax on the amount on line 85f? If setion 6033(e)(1)(A) dues noties were sent, does the organization agree to add the amount on line 85f to its reasonale estimate of dues alloale to nondedutile loying and politial expenditures for the soures against amounts due or reeived from them.) At any time during the year, did the organization own a 50% or greater interest in a taxale orporation or partnership, or an entity disregarded as separate from the organization under Regulations setions and ? If "," omplete Part I At any time during the year, did the organization, diretly or indiretly, own a ontrolled entity within the meaning of setion 512()(13)? If, omplete Part I ()(3) organizations. Enter: Amount of tax imposed on the organization during the year under: setion ; setion ; setion ()(3) and 501()(4) orgs. Did the organization engage in any setion 4958 exess enefit transation during the year or did it eome aware of an exess enefit transation from a prior year? If "," attah a statement explaining eah transation Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under setions 4912, 4955, and Enter: Amount of tax on line 89, aove, reimursed y the organization All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter at any time during the year? g List the states with whih a opy of this return is filed. ne Numer of employees employed in the pay period that inludes Marh 12, 2006 (See instrutions.) The ooks are in are of.. Corporate Offiers Telephone no Loated at ZIP At any time during the alendar year, did the organization have an interest in or a signature or other authority over a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)? If "," enter the name of the foreign ountry See the instrutions for exeptions and filing requirements for Form TD F , Report of Foreign Bank and Finanial Aounts. The Weston A. Prie Foundation transation? f All organizations. Did the organization aquire a diret or indiret interest in any appliale insurane ontrat? g For supporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting organization, or a fund maintained y a sponsoring organization, have exess usiness holdings PMB , 4200 Wisonsin Ave NW Washington, DC d 85e 85f N/A N/A N/A N/A N/A a 83a 83 84a 85g 85h 88a e 89f 91 3 Form 990 (2006)

9 /15/2007 9:46 AM Form 990 (2006) Page 8 Part VI Part VII Part VIII Analysis of Inome-Produing Ativities (See the instrutions.) te: Enter gross amounts unless otherwise indiated. 93 a d e f g a det-finaned property not det-finaned property Net rental inome or (loss) from personal property Other investment inome Gain or (loss) from sales of assets other than inventory Net inome or (loss) from speial events Gross profit or (loss) from sales of inventory Other revenue: a d e Program servie revenue: Mediare/Mediaid payments Fees and ontrats from government agenies Memership dues and assessments Interest on savings and temporary ash investments Dividends and interest from seurities Net rental inome or (loss) from real estate: 104 Sutotal (add olumns (B), (D), and (E)) Total (add line 104, olumns (B), (D), and (E)) te: Line 105 plus line 1e, Part I, should equal the amount on line 12, Part I. Line. q The Weston A. Prie Foundation Other Information (ontinued) At any time during the alendar year, did the organization maintain an offie outside of the United States? If "," enter the name of the foreign ountry Setion 4947(a)(1) nonexempt haritale trusts filing Form 990 in lieu of Form Chek here and enter the amount of tax-exempt interest reeived or arued during the tax year Unrelated usiness inome Exluded y setion 512, 513, or 514 (A) (B) (C) (D) Business ode Amount Exlusion Amount ode Relationship of Ativities to the Aomplishment of Exempt Purposes (See the instrutions.) Explain how eah ativity for whih inome is reported in olumn (E) of Part VII ontriuted importantly to the aomplishment of the organization's exempt purposes (other than y providing funds for suh purposes). (E) Related or exempt funtion inome Eduational Conferenes 291,894 Eduation Material Donations 154,493 See Statement ,662 7,900 3,049-17,460 2, , ,031 Part I Part Information Regarding Taxale Susidiaries and Disregarded Entities (See the instrutions.) (A) (B) (C) (D) (E) Name, address, and EIN of orporation, Perentage of Nature of ativities Total inome End-of-year partnership, or disregarded entity ownership interest assets N/A % % % % Information Regarding Transfers Assoiated with Personal Benefit Contrats (See the instrutions.) (a) Did the organization, during the year, reeive any funds, diretly or indiretly, to pay premiums on a personal enefit ontrat?. () Did the organization, during the year, pay premiums, diretly or indiretly, on a personal enefit ontrat? te: If "" to (), file Form 8870 and Form 4720 (see instrutions). Form 990 (2006)

10 /15/2007 9:47 AM Form 990 (2006) Part I The Weston A. Prie Foundation Information Regarding Transfers To and From Controlled Entities. Complete only if the organization is a ontrolling organization as defined in setion 512()(13). 106 Did the reporting organization make any transfers to a ontrolled entity as defined in setion 512()(13) of the Code? If, omplete the shedule elow for eah ontrolled entity. (A) Name, address, of eah ontrolled entity a (B) Employer ID Numer (C) Desription of transfer Page 9 (D) Amount of transfer Totals 107 Did the reporting organization reeive any transfers from a ontrolled entity as defined in setion 512()(13) of the Code? If, omplete the shedule elow for eah ontrolled entity. (A) Name, address, of eah ontrolled entity (B) Employer ID Numer (C) Desription of transfer (D) Amount of transfer a Please Sign Here Paid Preparer's Use Only Under penalties of perjury, I delare that I have examined this return, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete. Delaration of preparer (other than offier) is ased on all information of whih preparer has any knowledge. Signature of offier Type or print name and title Preparer's signature Totals 108 Did the organization have a inding written ontrat in effet on August 17, 2006, overing the interest, rents, royalties, and annuities desried in question 107 aove? Sally Fallon Firm's name (or yours if self-employed), address, and ZIP + 4 Biegler & Assoiates, P.C W Broad St Rihmond, VA President Date Chek if selfemployed Phone no. Date Preparer's SSN or PTIN (See Gen. Instr. ) 8/15/07 P EIN Form 990 (2006)

11 /15/2007 9:47 AM SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Part I Organization Exempt Under Setion 501()(3) (Exept Private Foundation) and Setion 501(e), 501(f), 501(k), 501(n), or 4947(a)(1) nexempt Charitale Trust Supplementary Information-(See separate instrutions.) MUST e ompleted y the aove organizations and attahed to their Form 990 or 990-EZ OMB The Weston A. Prie Foundation Compensation of the Five Highest Paid Employees Other Than Offiers, Diretors, and Trustees (See page 2 of the instrutions. List eah one. If there are none, enter "ne.") (a) Name and address of eah employee paid more than $50,000. NONE () Title and average hours per week devoted to position () Comp Employer identifiation numer (d) Contri. to (e) Expense empl. en. plans aount & other & deferred omp. allowanes Total numer of other employees paid over $50, Part II-A Compensation of the Five Highest Paid Independent Contrators for Professional Servies (See page 2 of the instrutions. List eah one (whether individuals or firms). If there are none, enter "ne.") (a) Name and address of eah independent ontrator paid more than $50,000 () Type of servie () Compensation. NONE Total numer of others reeiving over $50,000 for professional servies Part II-B Compensation of the Five Highest Paid Independent Contrators for Other Servies (List eah ontrator who performed servies other than professional servies, whether individuals or firms. If there are none, enter "ne." See page 2 of the instrutions.) (a) Name and address of eah independent ontrator paid more than $50,000 () Type of servie () Compensation. NONE Total numer of other ontrators reeiving over $50,000 for other servies For Paperwork Redution At tie, see the Instrutions for Form 990 and Form 990-EZ. Shedule A (Form 990 or 990-EZ) 2006

12 /15/2007 9:47 AM Shedule A (Form 990 or 990-EZ) 2006 The Weston A. Prie Foundation Page 2 Part III Statements Aout Ativities (See page 2 of the instrutions.) 1 During the year, has the organization attempted to influene national, state, or loal legislation, inluding any attempt to influene puli opinion on a legislative matter or referendum? If "," enter the total expenses paid or inurred in onnetion with the loying ativities $ (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.) Organizations that made an eletion under setion 501(h) y filing Form 5768 must omplete Part VI-A. Other organizations heking "" must omplete Part VI-B AND attah a statement giving a detailed desription of the loying ativities. 2 During the year, has the organization, either diretly or indiretly, engaged in any of the following ats with any sustantial ontriutors, trustees, diretors, offiers, reators, key employees, or memers of their families, or with any taxale organization with whih any suh person is affiliated as an offier, diretor, trustee, majority owner, or prinipal enefiiary? (If the answer to any question is "," attah a detailed statement explaining the transations.) a Sale, exhange, or leasing of property? a Lending of money or other extension of redit? Furnishing of goods, servies, or failities? d See Part V-A, Form 990 Payment of ompensation (or payment or reimursement of expenses if more than $1,000)? d e Transfer of any part of its inome or assets? e 3a Did the organization make grants for sholarships, fellowships, student loans, et.? (If "," attah an explanation of how the organization determines that reipients qualify to reeive payments.) a Did the organization have a setion 403() annuity plan for its employees? Did the organization reeive or hold an easement for onservation purposes, inluding easements to preserve open spae, the environment, histori land areas or histori strutures? If "," attah a detailed statement d Did the organization provide redit ounseling, det management, redit repair, or det negotiation servies? d 4a Did the organization maintain any donor advised funds? If "," omplete lines 4 through 4g. If "," omplete lines 4f and 4g Did the organization make any taxale distriutions under setion 4966? a 4 Did the organization make a distriution to a donor, donor advisor, or related person? d Enter the total numer of donor advised funds owned at the end of the tax year u e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year u f Enter the total numer of separate funds or aounts owned at the end of the tax year (exluding donor advised funds inluded on line 4d) where donors have the right to provide advie on the distriution or investment of amounts in suh funds or aounts u 0 g Enter the aggregate value of assets held in all funds or aounts inluded on line 4f at the end of the tax year u 0 Shedule A (Form 990 or 990-EZ) 2006

13 /15/2007 9:47 AM The Weston A. Prie Foundation Shedule A (Form 990 or 990-EZ) 2006 Page 3 Part IV Reason for n-private Foundation Status (See pages 4 through 7 of the instrutions.) I ertify that the organization is not a private foundation eause it is: (Please hek only ONE appliale ox.) 5 A hurh, onvention of hurhes, or assoiation of hurhes. Setion 170()(1)(A)(i). 6 A shool. Setion 170()(1)(A)(ii). (Also omplete Part V.) 7 A hospital or a ooperative hospital servie organization. Setion 170()(1)(A)(iii). 8 A federal, state, or loal government or governmental unit. Setion 170()(1)(A)(v). 9 A medial researh organization operated in onjuntion with a hospital. Setion 170()(1)(A)(iii). Enter the hospital's name, ity, and state a An organization operated for the enefit of a ollege or university owned or operated y a governmental unit. Setion 170()(1)(A)(iv). (Also omplete the Support Shedule in Part IV-A.) An organization that normally reeives a sustantial part of its support from a governmental unit or from the general puli. Setion 170()(1)(A)(vi). (Also omplete the Support Shedule in Part IV-A.) 11 A ommunity trust. Setion 170()(1)(A)(vi). (Also omplete the Support Shedule in Part IV-A.) 12 An organization that normally reeives: (1) more than 33 1/3% of its support from ontriutions, memership fees, and gross reeipts from ativities related to its haritale, et., funtions-sujet to ertain exeptions, and (2) no more than 33 1/3% of its support from gross investment inome and unrelated usiness taxale inome (less setion 511 tax) from usinesses aquired y the organization after June 30, See setion 509(a)(2). (Also omplete the Support Shedule in Part IV-A.) 13 An organization that is not ontrolled y any disqualified persons (other than foundation managers) and otherwise meets the requirements of setion 509(a)(3). Chek the ox that desries the type of supporting organization: Type I Type II Type III-Funtionally Intergrated Type III-Other Provide the following information aout the supported organizations. (See page 7 of the instrutions.) (a) () () (d) Name(s) of supported organization(s) Employer Type of Is the supported identifiation organization organization listed in numer (EIN) (desried in lines the supporting 5 through 12 organization's aove or IRC governing douments? setion) (e) Amount of support Total u 14 An organization organized and operated to test for puli safety. Setion 509(a)(4). (See page 7 of the instrutions.) Shedule A (Form 990 or 990-EZ) 2006

14 /15/2007 9:47 AM Shedule A (Form 990 or 990-EZ) 2006 Page 4 Part IV-A Support Shedule (Complete only if you heked a ox on line 10, 11, or 12.) Use ash method of aounting. te: You may use the worksheet in the instrutions for onverting from the arual to the ash method of aounting. Calendar year (or fisal year eginning in) (a) 2005 () 2004 () 2003 (d) 2002 (e) Total d Gifts, grants, and ontriutions reeived. (Do not inlude unusual grants. See line 28.)... Memership fees reeived Gross reeipts from admissions, merhandise sold or servies performed, or furnishing of failities in any ativity that is related to the organization's haritale, et., purpose.... Gross inome from interest, dividends, amounts reeived from payments on seurities loans (setion 512(a)(5)), rents, royalties, and unrelated usiness taxale inome (less setion 511 taxes) from usinesses aquired y the organization after June 30, Net inome from unrelated usiness ativities not inluded in line Tax revenues levied for the organization's enefit and either paid to it or expended on its ehalf The value of servies or failities furnished to the organization y a governmental unit without harge. Do not inlude the value of servies or failities generally furnished to the puli without harge Other inome. Attah a shedule. Do not inlude gain or (loss) from sale of apital assets Total of lines 15 through ,203, ,452 68, , Line 23 minus line ,203, ,452 68, , Enter 1% of line ,037 2, , Organizations desried on lines 10 or 11: a Enter 2% of amount in olumn (e), line a Prepare a list for your reords to show the name of and amount ontriuted y eah person (other than a governmental unit or pulily supported organization) whose total gifts for 2002 through 2005 exeeded the amount shown in line 26a. Do not file this list with your return. Enter the total of all these exess amounts Total support for setion 509(a)(1) test: Enter line 24, olumn (e) Add: Amounts from olumn (e) for lines: d e Puli support (line 26 minus line 26d total) e f Puli support perentage (line 26e (numerator) divided y line 26 (denominator)) f 27 Organizations desried on line 12: a For amounts inluded in lines 15, 16, and 17 that were reeived from a "disqualified person," prepare a list for your reords to show the name of, and total amounts reeived in eah year from, eah "disqualified person." Do not file this list with your return. Enter the sum of suh amounts for eah year: (2005) (2004) (2003) (2002) For any amount inluded in line 17 that was reeived from eah person (other than "disqualified persons"), prepare a list for your reords to show the name of, and amount reeived for eah year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Inlude in the list organizations desried in lines 5 through 11, as well as individuals.) Do not file this list with your return. After omputing the differene etween the amount reeived and the larger amount desried in (1) or (2), enter the sum of these differenes (the exess d Add: Line 27a total and line 27 total d e Puli support (line 27 total minus line 27d total) e f Total support for setion 509(a)(2) test: Enter amount from line 23, olumn (e) f g Puli support perentage (line 27e (numerator) divided y line 27f (denominator)) g h Investment inome perentage (line 18, olumn (e) (numerator) divided y line 27f (denominator)) h 28 Unusual Grants: For an organization desried in line 10, 11, or 12 that reeived any unusual grants during 2002 through 2005, The Weston A. Prie Foundation , ,815 80, ,495 29,566 39,392 amounts) for eah year: (2005) (2004) (2003) Add: Amounts from olumn (e) for lines: prepare a list for your reords to show, for eah year, the name of the ontriutor, the date and amount of the grant, and a rief desription of the nature of the grant. Do not file this list with your return. Do not inlude these grants in line , , ,046, , ,720,156 1,720,156 34,403 1,720,156 1,720, % N/A N/A (2002) % % Shedule A (Form 990 or 990-EZ) 2006