Free 2008 Form 990 (Schedule D) - Federal

SCHEDULE D (Form 990)
Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Supplemental Financial Statements
Attach to Form 990. To be completed by organizations that answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12.

2008
Open to Public Inspection
Employer identification number

Name of the organization

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts

1 2 3 4 5 6

Total number at end of year Aggregate contributions to (during year) Aggregate grants from (during year) Aggregate value at end of year Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit of the donor or donor advisor or other impermissible private benefit?

Yes

No

Yes

No

Part II
1

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

2

Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically important land area Protection of natural habitat Preservation of certified historic structure Preservation of open space Complete lines 2a­2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year

a b c d 3 4 5 6 7 8 9

Total number of conservation easements Total acreage restricted by conservation easements Number of conservation easements on a certified historic structure included in (a) Number of conservation easements included in (c) acquired after 8/17/06

2a 2b 2c 2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year Number of states where property subject to conservation easement is located Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement of the conservation easements it holds? Yes No Staff or volunteer hours devoted to monitoring, inspecting, and enforcing easements during the year $ Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? Yes No In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

1a If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of

art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,

historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 $ (ii) Assets included in Form 990, Part X $
2

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 relating to these items: a Revenues included in Form 990, Part VIII, line 1 $ b Assets included in Form 990, Part X $
Cat. No. 52283D Schedule D (Form 990) 2008

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Schedule D (Form 990) 2008

Part III
3

Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check all that apply):

a Public exhibition d Loan or exchange programs b e Scholarly research Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in

Part XIV.
5

During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization's collection?

Yes

No

Part IV

Trust, Escrow and Custodial Arrangements. Complete if organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
Yes Amount No

1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not

included on Form 990, Part X?
b If "Yes," explain the arrangement in Part XIV and complete the following table: c d e f 2a b

Beginning balance Additions during the year Distributions during the year Ending balance Did the organization include an amount on Form 990, Part X, line 21? If "Yes," explain the arrangement in Part XIV.
(a) Current year (b) Prior year

1c 1d 1e 1f Yes No

Part V
1a b c d e

Endowment Funds. Complete if organization answered "Yes" to Form 990, Part IV, line 10.
(c) Two years back (d) Three years back (e) Four years back

Beginning of year balance Contributions Investment earnings or losses Grants or scholarships Other expenditures for facilities and programs f Administrative expenses g End of year balance

Provide the estimated percentage of the year end balance held as: Board designated or quasi-endowment % Permanent endowment % Term endowment % 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations (ii) related organizations b If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIV the intended uses of the organization's endowment funds.

2 a b c

Yes 3a(i) 3a(ii) 3b

No

Part VI

Investments--Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Depreciation (d) Book value

1a Land b Buildings c Leasehold improvements d Equipment e Other Total. Add lines 1a­1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)
Schedule D (Form 990) 2008

Schedule D (Form 990) 2008

Page

3

Part VII

Investments--Other Securities. See Form 990, Part X, line 12.
(b) Book value (c) Method of valuation: Cost or end-of-year market value

(a) Description of security or category (including name of security)

Financial derivatives and other financial products Closely-held equity interests Other

Total. (Column (b) should equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments--Program Related. See Form 990, Part X, line 13.
(b) Book value (c) Method of valuation: Cost or end-of-year market value

(a) Description of investment type

Total. (Column (b) should equal Form 990, Part X, col. (B) line 13.)

Part IX

Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value

Total. (Column (b) should equal Form 990, Part X, col. (B) line 15.)

Part X

Other Liabilities. See Form 990, Part X, line 25.
(a) Description of liability (b) Amount

Federal income taxes

Total. (Column (b) should equal Form 990, Part X, col. (B) line 25.)

In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48.
Schedule D (Form 990) 2008

Schedule D (Form 990) 2008

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4

Part XI
1 2 3 4 5 6 7 8 9 10 1 2 a b c d e 3 4

Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 2 3 4 5 6 7 8 9 10 1

Total revenue (Form 990, Part VIII, column (A), line 12) Total expenses (Form 990, Part IX, column (A), line 25) Excess or (deficit) for the year. Subtract line 2 from line 1 Net unrealized gains (losses) on investments Donated services and use of facilities Investment expenses Prior period adjustments Other (Describe in Part XIV) Total adjustments (net). Add lines 4­8 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 Total revenue, gains, and other support per audited financial statements Amounts included on line 1 but not on Form 990, Part VIII, line 12: 2a Net unrealized gains on investments 2b Donated services and use of facilities 2c Recoveries of prior year grants 2d Other (Describe in Part XIV) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part VIII, line 12, but not on line 1: 4a Investment expenses not included on Form 990, Part VIII, line 7b 4b Other (Describe in Part XIV) Add lines 4a and 4b

Part XII

Reconciliation of Revenue per Audited Financial Statements With Revenue per Return

2e 3

a b c 5 Total revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.)

4c 5 1

Part XIII
1 2 a b c d e 3 4 a b c 5

Reconciliation of Expenses per Audited Financial Statements With Expenses per Return

Total expenses and losses per audited financial statements Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities Prior year adjustments Losses reported on Form 990, Part IX, line 25 Other (Describe in Part XIV) Add lines 2a through 2d Subtract line 2e from line 1 Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b Other (Describe in Part XIV) Add lines 4a and 4b Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part

2a 2b 2c 2d 2e 3 4a 4b I, line 18.) 4c 5

Part XIV

Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b.

Schedule D (Form 990) 2008

Schedule D (Form 990) 2008

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Part XIV

Supplemental Information (continued)

Schedule D (Form 990) 2008