Form 990-PF - Foundation Center

advertisement
`l ;
Return of Private Foundation
Form 990-PF
oyw~.nae.Tn. .ey
In1n~l fiw~~ B~vb
a Section 4947(e)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
othambe,
/ICI/
~nEeO return
Name Of OFQanIMdOn
THRYNE BEYNON FOUNDATION
CA
C x ~nm~ wvi~uo~ r wai~p, m.ca n.n
D 1 Foreign organizations . check here
m. asx m.~
2 rad a~ntruae
a, .~ir . .a .mU~e~no~
w~w
91101
H Check type of orymtratbn
Section 501(c)(3) exempt private foundation
Section 49q(o)(1)nonexempt charitable trust
Other taxable private Poun
I Fair market value of a0 asset n end of year
Bran Pert ll, COL (e). Yns f 6)
MI W
Accounting method
0 Other (spoolly)
J
7 608 869 .IPart1.caumn(d) mus+woncasr
Analysis of Revenue end Expenses
(a) Revenue ma
(The total of amounts M cWimro (b),
expenses per
"t
(c), end (d) may nod necesserly swat
Vs amounts M eoUmn
I Contributions. glee . grants . at , received
O+ri10. M oft1a~Y/mYm~O~bma6tR~
boob
31
2002
Address clan e
D Name clan e
A Employer IdentIfIcstion number
R°°"B Telephone number
11
626-584-8800
Or IFI18 199 SOUTH LOS ROBLES AVENUE
See 8peeme. Cry or town, able . arid ZIP cods
ASADENA
OCT
95-6197328
M~meiErprPQOanndo If ffeObrolOrMbibwawromyN
Instructions
LOOI
Note: The apentreNon may be able to use a copy of Wa rsNm to mWystate rePor
,anaendin g
Use the 1t~
heal .
OMB NO X3'}0052
Accrual
I
E M pants foundation status was terminated
under section 507(D)(1)(A),check here
F h the foundation Is In a 60-month termination
under section 507 b 1 B check hero
(0) Net Investment
Income
r'»~S
Is a+~.,d~.voow
", ea "."'°'b'°"9"
Eore..wMo.c. .u
r~Ym IYr 4
11 185,245 .
CyIYIPY, tiY~IY.. MN.ir~
0
0 Net short-term aDbI Gab
1
Z
Z
9 Income modifications
79
0
.
`P , 3,<
~a'~~ R~A'i`EMEN
'.~.~ I
:^xox',,~myr yr'Y,f&G°C
P, .k^cZn,x~
.s .x n. u. .
.sx : . re
~ ........
s~sbid'~{ma°.~`avY°"~w,"ro~Y's~os-~
5
s Gross prollt or (loss)
Y 3
qMfNcorne
cmp..e~m ofeb ., mRm ., m.r. .m
14 Other employ" salaries and wages
16 Pension plain, employee Oenefps
168 Lao fees
STMT 4
b Accounting fen
STMT 5
e Other protesslomltees
17 Infarct
.D
y
MATEMENT,
~ fiATEMENT 2
7117-7
.~
~k7a>i°s^aY¢s~%^x+^
ET~~
..riY.
L"kbA vsowTsi~aia3FSliaaiE
Y 110. COO of 9n~WE
11
a~~~~§s~^~
7 ...",.. N-&N
: . .. .... . . . .
~
108 Grow "M k" "AM
b
~548712-
D
~~oumosesle
.25.^ .^.a"'^Lnv"n w 25G^ x
238 , 789
<1 . 458 . >
~a~'°"
(0)
(c)
not
(~) Income
2 Distributions from spill-irderast trusts
Dividends and Interest from uwrrJn
51 Gross rents
10.
10,185 .
0.
STMT 6
Is Taxes
r:
35 .
ma
8a
373 .
26 Total expenses and disbursements
Subtract Yns 26 from Une 12
1 EusolnRM~ erymeraaaYOUn~
E Not lmeihnent Income or neudk ..atw -o-)
P.z~
enuunnunm mmueenOv ^4a'~ .. 'Vl
°~ W"~Wxnax"~^r" a+rm'~4sm¢n^v~rsxx~+M.'+~wm~
LFIN For Paperwork Reduction Act Notice, tee tie Instructions
20270310 756576 RBF
i~/n
mrm¢++~+ .s .«wa.s .- -..--
1
2001 .09000 RATHRYNE BEYNON FOUNDATION
Form 990-PF (2007)
KBF
1
~r.nrr~r~++fr.~.~wt
~ Fair Markst Value
1 CWi-"rYamd"wft .
: s.Ww. .w wwmn aW Mvedn.r
s AWKVft Wew.er 10'
La &ftwna for dwYlu &aariu p.
t PNyq nm%oY t
f
Up' drAM10r AOIIIW We0lYlb
am* wodribY
f ROa1Allt all *an ~. Ahqaa. boom, am oew
AYWw" "waK
7 o,..,...r.,
"
129,6 0
lwt wwna fsr aawm Keoaiu
t YMnFeilr brpY a~
Fwp~k ~ulw ~d Oirn/ dwpo
1h Ynwh~nY -Y.i . ~0 A* as~n~w~l e0lqskns
STNT 8
b Yiwp,r,r, .w,pwiY,loqc
aInrrYr~lt-ewpopYloMs
11
rMww-wArisaar"*Mehmb
~s~rr~+dw
1t YnnYiW1-wNqq~lew
13 InwEn~ri-4rr
11 laid. 0r1YqKm0 blip nrnt OWt
LMmmWA"*Mmd"
19 OhKrdl(IwCAbe 10-
1
STKT 9
No.
17 AOOprlt prfl1Y rid swrAd mown
t" 6mMtwpW
1. OArnO wrww
I uwftwa6Md=rw~rrr. .dawrrarlrr~
t1 Yrlpyw W Wwni Wl"~
3 n al .r imr. (wn,,ft t
awrYn"ww qiu 1n. ~rrc w~
w ...~ rrrar..,~~w u~w~w r .
= 24 umaddcw
w
0
~ U
If TW*oWIr
Ir A64
t ~ PWnw~~r ~Yid~O
a,.ww.W .Wa .aW..SW,r,~ ... . ~
!1
L
f/
f
MW ampwr.. :7 b..pM .
6yvldedc,YrtpY~Y,eramntlird~
..
PYfin a o"Yl twpw, a WW. MOy.~ rd "uWwt funA
PAM" rmlyb aarmiY1M bCanr. W0ownrid. or o1Mr Asw
TShl Id =1i V bd WlrM
- Mdyds d Chrws In Nit Ai»b or Fund BNrw"
1 TdYI nlt soft or Yd O&Ynos rt wplwYp dlam' Pad 11, oWunn (a) . Ins 30
(rR pew r" WyFywr lqun ipabd m pbr ywls nhim)
EmYr r.aust*oe Pad 1, rr m
OgwYmmIIOtbdi*A Y11N Y (rlNq) "
4 sue rm l . s.wa a
~
/C(~~fi
e ow.rK eat Incyea k w 4 ("nm)
m
20270310 756576 1CBF
,008 .971 .
259,454 .
2.
,268,427 .
o.
,268427 .
F~ Y00-PF Room
2
2001 .09000 RATARYNE HEYNON FOUNDATION
KBF
1
M c:aprtai uains ana oases ror i au on investment income
(a) LM and describe the kind(s) at property sold (e 0 , real estate,
(c1 Date acquired
?Imo , day, yr ~
2-story brick warehouse . or common dock. 200 shs MLC Co )
(0) Date sold
(mo day. yr )
I
SEE ATTACHED STATEMENT
(e) cross sales arse
'OmpkM On 101 &980b 6110w111
(I) FM V t5 0l 12/9189
19 avrecVUon allowed
(oraoowabk)
0h1 M column A Y10 owned
(n) Cam or (loss)
(e) plus (f) minus (p)
(a) cost or other basis
plus expense alsale
111! foundation on 17/919
Ul AdWsbd basis
to of 1Yd1ro9
(U Exnsc O1 cW p)
over col (p,Hcny
(I) Gains (Col (n) pain minus
Col (k), but not less than -0-) or
Losses (from cal (n))
If aln
enter in Part line 7 1
l M ~losi), enter -0- In DaA'I, IMe 7 1
Y Capital Oiln net Income or (not capital 1046)
Net short-term appal pain or (loss) u defined In sections 1222(5) and (6)
h gain, also enter b PAR I, One 8, column (c)
h flossl. enter -0- In Part 1. One 8
(For optional use by domestic private foundations suDod to The section 4940(a) tax on not Investment Income
n section 1910(G)(2) applies, leave this part blank
Was the organization liable for tie section 48121u on the distributable amount of any year In the base POW
Yes ff) No
for each year, M Instructions before
AOwsOSd qualifying distributions
I Net value of nonc~arlhob-use assets
t Total of line 1, colurrm (d)
9 Average distribution ratio for the S"ar ban period " dNide the total on line 2 by 5, or by the number of years
tM foundation lus been In id4bna M WA than 5 years
1 Enter the net value o1 noncharlhCb-use asset for 2001 from Part X. line 5
2121923
0424385
8 .338,537
353,875 .
6 MuRIpy line 4 0y One 3
t Enter 11% of net Investment Income (I% of Part I, line 27D)
r Add ones s Ana s
0 Enter piuYtyMp AISWDuUons from PEA J(II, Nne 4
M Me 8 b equal to or greater than Ins 7, check the tax In Part VI, We 1D, end complete wt part using a t % tax rate
See the Part VI Instructions
~xnxi
m-x442
20270310 756576 1CBF
3
2001 .09000 ICATHRYNE BEYNON FOUNDATION
458,873 .
Fog 990-PF ¢oon
KBF
1
1
Forth 990-PF 2001
RATHRYNE BEYNON FOUNDATION
Part:{It~ Excise Tax Based on Investmerrt Income Section 4940(a
95-6197328
Page 4
4940 b , 4940 e , or 4948 - see Instructions)
1a Exempt opsraCnplounOaUonsOeacAW0lneecUonl9W(U)(2),check~sn "
mdenter TUA'anfine t
Dab 0f ruing letter
(/biCh Copy 0f ruling letter M MCBiiaI/38B Instructions) 1%
0 D0~11lSlk Oryin4~fbn6 CIA nod CI! auction 4940(s) requirements In PEA V, matt hen ~ ~ and inor
of Part 1, Una i7b
e AY Other domestic Organizations order 4% of Unit 27b Exempt foreign orpmtraUonsenter 4% ofPart I, h ne1 2,col( D )
Y Tax under auction 511 (domeatk section 19Q(m)(7) gush and taxable foundations only Others enter -0-)
9
1
0
d
a
b
e
it
MA 9nes 1 and 2
Subtitle A (Income) tax (domestic auction 19Q(aH7) trusts end noble foundations only Others enter -0-)
Tax based on h~train eN huans Subtract line 1 from Yne 9 If zero or bas, enter -0Cie0lh/POymenrts
200t estimated tax payments and 2000 overpayment chaos to 20[t
8o
Exempt laugh orpmtraGom " tax withheld at source
00
7u paid with application for extension of time to file (Forth 8868)
Be
RA
eaawv withholding erroneously withhold
Total creaks and payments; Add Inn 6o through 6d
7
B Enter ury penalty for underpayment o1 estimated fu. Chad hers EXI 11 Forth 2220 b attulied
Y Tax duo . M the total of lines 5 end 8 b more than line 7, inter amour opal
10 OrerysymaM . 11 Yne 7 b mope Men the total of Ynea S and 8, enter the amouN ovarpol0
11 EnUrthe amount of line 10 to be CreLtteE to 2002 ettlmrteE tta "
"_F
.1_I~.1-A. Statements Regarding Activities
°^
045 .
;,
4 ,920 .
9
!
5
<: e"~! r x
"
.
Refunded is-
0
7 , 045 .
0.
7 , 045 .
~~s,?~, a~. t
^
s
7
R.,sx3d Sa.eFai&3
4 1 920 .
B
0
2 , 125 .
70
11
1 s During tie tax year. did the orqantratlon site* to Influence airy national. state, or local bqBIaGon or did R DaAx1paU or intervene m
any political campaign?
D Did 1 spend mon than $100 during the year (*bar Aindly or Indirectly) for political purposes (see instnictions for definition)?
M Ms answerb 'Yea' to 1s or 1 D, attach a detalbd descrlpUon of Me acfMfbs end copies of any triaterfals published or
dsbl6ubd by Mw orporYraGon in connocNon with Me, activit"
a Did the orymtraBon file Farm 1120-POL for this year?
1 Enter the unount (M any) 01 fax an political expenditures (secUon 1955) imposed during the year
X
1C
X
e
(1) On the organization " =
0 . (2) On organization managers " {
0 .a Enter the reimbursement (M my) paid by the organization during the year for political expenditure tax Imposed on Organization
0.
managers " j
Z Ws the organization engaged b any activities; tart have not previously boon reported to the IRS?
M'Yss. * attach a dsOSibd daaalpdon of Me seWItMs
ek
^5
,5~.
K~
:
..S
..
2
S Ws the organization made airy changes, not previously reported to the IRS, In Its governing Instrument, articles of incorporation, or
, X
3
bylaws, 01 other CIIIIIlif Instruments? H OYd9, ' attach " OOIII0I111ld copy of the ch&Vw
1s Did Ns organization have unrelated business prose income of 11,000 or More during the year?
b B Yes; has q filed a fu slum on Form BBOd for this year?
6 Was them a UquWation, termination. dissolution, of substantial contraction during the year?
H'Yaa,' attach this statement requ4ed by General Instruction T.
B Are the requirements of sacbOn 508(e) (relating to sections 4911 through 4915) satl5fle0 either
" By language N the governing Instrument or
' " R°
N /A
" By state legislation tart effectively smeiMS the govembig Instrument so Mat no mandatory directions That conflict with the state Law
mm* In the governing instrument?
7 Did the orqantraGon have K ball RS,OOO In assets at any tims during the year?
N'Yes.' complete Pert ll. COL (a). and Part XV.
Be Enter me states to which me foundation reports or with which It B registered (see Instructions) 100
CALIFORNIA
0 it the answer b *Yes* to line 7, has the organization fu mISheU a copy of Farm 99o-PF to the Attorney General (or designate)
01 each site as required by General Instruction G7 If 'No.' attach arplaneUOn
o Is the oryantratbn claiming shale u a private operating foundation within the meaning o1 auction 49420)(9) or 4942(j)(5) for calendar
year 2007 or the taxable year beginning N 2001 (see Instructions for PAR XIV)T If 'Yes,' compbta Part YJV
10
^s I h
Did any persons become substantial contributors during the fix year?
H'Yss,' attach a aNiedib OeMnp their hens end aJd1ranses.
11 Did the organization comply with the public Inspection requirements for Its annual reNms and exemption application ?
Web site address 110N/A
X
it Tnebooks aremcars ot " EDWARDS, EICHEL 6 BERANEK
Telephone no " 626
650
SIERRA
MADRE
VILLA
AVE,
#202,
PASADENA,CA
.
Locateeat "
2iPa
18 Section 1917(oH1) nonexempt charitable trusts filing Farm 99o-PF In Oeu of Farm 1641 - Check here
20270310 756576 KHF
4
2001 .09000 RATHRYNE HEYNON FOUNDATION
,
It. F-1
0.
Form 990-PF ¢mn
KHF
1
-w
*Tee assume. W"" an .wwu" .oolea
~. e.r,r~rr~. .~.Y.rw1~w~Y.ewwrrnoly~
OI ~wwwwrwwan~,wrw~w~ .~.q .r .irWAwerunav
b ~~w~a~ .r~wr~.w~wdrwwMlltk(orno*etram)
~ w~br~wt
p1 ~++~w..ww~.K~e~r»~wnoytrw.+n~M+ww~r~'+
W ~4rar~W~r.wwrwrr.rwr~r~ ".~wwrw~ew.1
a Tommikorwom .rrrrs irrrwposse lKwaft &V of dlw.arft
forasamossroodad"Mmosposomp
w
OYes Em loo
D ra CE No
O rn [ENO
O r« EM No
= Yes [ENO
amr,o..w...aratw
Hr wimilrw qmd Y *AY aVWY Mb WOWIN wil1K A MW SW
r r~.,r~rrr wrti wn11A.~n,~w rr~~ ww wwrw cr+~wr w~aior r ww~war
1::1 Yes CFLI me
wuYrNA%tW wissorwilrdo wr~rlr~IrwYY~wJob pplf sflw)s
41~L I~~ a~ ~ ~rwR ilil " ~~II~ r1~lYr ~o~ ellpt ~Iw
N/A
~ ~~ ~~ r1~1~ YI ~ ~w1 Y ~ 11~ ~ ~YY~~I Y 1 " Owr~ Yp/Yd ~CII. /4t IrM Mt oort~0
1/~~~r~l~ dWY~~r~rYdy Y ~It
t
PWm1111rqUrpnbOqrilles was YWwoper+bqkwWWm
No. El
~II~~1~w~~Ilyl~lw~/I~)k
. r~s~w~.yrrfw.a rw~.rwr~ .q..rr~w row. ~. w ~r w, r.K xw~~..r . rWh) ~w~M
Iww 7~It .
~ Tr EXI W
~~.'WY~rs "
,
~ rftm Ev7"arwi r formrw "Pr" bass wyw w MwAWw of "do wrs(s)(sl law a tioor .a
~i "w~b~r~r'f arYW Iwr! (r y~ ~~ ~IUn)b UI yet 6W . wwr?b' gnu aWCn
IrYr "-tYY~~ .
~ M~~w~Ylr~ "s~~ wl~/q w ~Iwi~ Y ~d rr yws IAN Y L. it IM ywn Mw
N/A
i "1~ ~Y"~YY r~~s~fli irlrrYii~~t YUwd Y ry ~~rY~r ~Iw rrY dnr
ED Yo M No
~ ~~ ~raw .r..w~r~»rwr .w ~r+ ~ . .~r wn~w ww~r. aw ~qumrn .r arwwra vawa..ar
wry~witl~i~~w .t~ .hrr~rr I"bwwr sonw.sw'w c.mmuwww wWwww. owcm u wo.»
I
1Y.r/ftw f
N/
w ~r ~a11wr'ri/~r l~r ~w~rli ~ wraWt iwY /~~ " aA~~4Yw ~~9
~ ~w " ~~~ ~Y~~i~r Y ~/Aw~r ~i ~r O~o~~r 11,1
wt ooW1 /~opndW 1~ a1r~DY PuN~ tMt
!p ar"i~.r,Kwrr»~iiir.~o.r~r~.(~aw~wN))~
/) IWrr Weftsr " w sIosibodbaY" We war 0661: woo war a. dm* a YWIncW,
ryrYe~s"Iwt
w +~r .~.~wrr+~rw .r.wrr.wwr.rrw~.~
~Fkh.111~w~1.~~"+q+lrl+
D y~ M 14
D r. [K] N.
W ~w~~~Ii~i~i~IwY~aArYkdo..~oiWeY~rdlw
A
O r.. M ob
Mum. uaftrMomslwuyow,xfsr
D r. Ml w
+rw~r~sw~.rwt~+~rr
D r. ~ w
b 0ry4MINwri wr%rPM OWN404r6rrbrwe w.1y WAIF w..aouw wwea r w%vw.m
~~~I~t~y~qr~1~lr~Yr+~Wrrlwlrhrolw)9
N/A
~fr~+~~ar~ "i~r~rf~~rilr~~YY~oi c~rotuw
~ ~ Dirt Y~~1~ r1~A~~ ~Y~~ ~ ~~ k~ IM Wt Ycww ~ mYnYkN
r'Ib'~AA~awr~rie+~iid~r~~+~eYen 611WS~fd.
" M" Goro4rwYfa"rr. ownw1rr. "wy xYwmeyr.boy p~Ynr as
N1~011~1
.
.
b Oft 4Wio*k*mftJrpmMqwhm . /war arwYwrJy . a a memo OVA eaWd7
N/A
El ra o wo
=1fr M110
F~ YY"F Rmi)
202?010 7Si37i RW
5
2401 .09000 1CILTMlYNE BSYNON FOUNDATION
KBF_-_
j
-
Form 990-PF(2001)
KATHRYNE BEYNON FOUNDATION
45-6197328
Page e
information Abort Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
end Contractors
9 Five hlyMst-paid hxd%PendwH oonTnoton for Wofwdond wvbm M nays, inter -NONE .-
(a) Name and address o1 each person oa10 More Non 550.000
AVENUE .
LAGUNA HCH .
CA 92651
Ibl Tvoe of service
1e1 Compensation
(INVESTMENT ADVISOR
LW the foundation's four largest Aired charitable uUvpbs during the fu year Include relevant statistical Information such as the
number of orpantr7tlom and other beneficiaries serve0, anrterenas convened, nseOrCn papers produced. at
N/A
t
I
59,250 .
I
Expenses
2
3
20270310
756576 RBF
6
ICATHRYNE
BEYNON FOUNDATION
2001 .09000
vom, 960-PF aro,i
KBF
1
I
_.a
Form 990-PF(2001)
95-6197328
RATHRYNE BEYNON FOUNDATION
Paper
Summary of Program-Related Investments
Describe the two
t N/A
inves6rrnb made by the foundation durlnp tins to Year on lines 1 and 2
Amount
z
AO other progra"Lated Investments See Instructions
a
Total Add Ones 1 through 3
t I
U .
Minimum IIIV98UIIB11t RBtUT (AY domeslb foundations mist complete this part Foreign foundations, see instructions )
1
Fair market value of osseb not used (or hold log use) directly N carrying out chariabk, etc , purposes
a Average monthly fair market rave of securities
b Awnps Olmonthly cash balances
c Fair market value al Y other ueMS
a Total (aaoOnes is,o,anae)
e Reduction claimed for blockage or athuhdan roportaill on lines Is and
1c(macnashWaelpuMUon)
1s
2 Acquisition Indebtedness applicable to One 1 assets
a Subtract in sfrom um Id
1 GM AwmW held for charitable tildes Enter 1 1R% of One 9 (far porter amount, see Instructions)
6 Nab value W nonchuGaDletiue asseh Subtract One 1 from fine 9 Enter hare and an Pod v, Line 4
2s
b
e
a
4a
p
e
e
e
7
- =s;
Is
8 , 46 5 , 5 20 .
1b
1e
id
8,465, 520 .
0 . Q,z°;~ .
a
4
5
DISMbYtBble Amount (gee hutructbns) (Section 4942Q)(9) and Q)(5) private operating foundations and certain
foreign org anizations check here "
and do not compete this part
~
Minimum Investment return from Pin x, un@ 6
7 , 045 .
Tax an Investment Income for 2001 from Part VI . be 5
28
Income faz for 2001 (ills does not NGude the tax from Pad VI ~
2b
mzo~
Add InnYamo2b
9
DIStrIDW Db amount before adjustments Subtract one 2c from one 1
0.
HecovedesolunouMStreated uqualifying distributions
43
Income distributions from section 1917(a)(2) trash
4G
s"...
0Ma ena u and so
u
Add Inu3ona4c
5
Deduction from abtrWuhub .mwm (no Instructions)
s
Dbtrrowole amount as adjusted Subtract one e from fine S Enter here and on Part %11I, One t
7
0
8 , 465 , 520
126,983
8, 338,537
.
.
.
.
416 927 .
7 , 045 .
409 , 882 .
o
409, 882 .
0.
4 0 9 , 882 .
CueiNylnp Distributions (am instructiorts)
7
Amounts gold (Including aAmNIStra1M expenses) to accomplish charitable, etc , purposes
ta
458 , 873 .
a Expense. contributions. Od1s, ate -tout from Pad i, eommn (0), we 26
0
1D
D Proponrre17te01nvsshronb " Total from Pad IX-B
2 Amours paid to acquire assets used (or held for use) dandy In carrying out charitable, ft . purposes
2
S Amounts tit aSids for spKdflC charitable Dra/eds that sabsfy the
9a
a 6uEaWIYy East (prior IRS approval rsQulred)
3b
0 Cud distribution tut (atlas the required schedule)
1
458 , 873 .
Qualifying ObtrWYllom. Add Wa 1o through 3b Enter hen and on Past V, be B, and Pad XIII, line 4
0 OipantraCons that quality under section 4910(e) for the reduced rate of tax on not Investment
7 , 045 .
Income Enter 1% of Part 1, One 27b
-5
s
451 , 828 .
8 Adjusted qualifying distributions Subtract uns 5 ham One 4
Note : The amount on One 8 w10 be used In Part V, cWnm (b). In subsequent yams when cekuleCny whefMr the foundation quelllles for the section
0940(e) reduction o! tax In those yams
Fog 900-PF rmo,i
tzum
msr-m
20270310 756576 RHF
7
2001 .09000 RATHRYNE BEYNON FOUNDATION
KBF
1
1%ldlobibldi Inoam F.. rru- aw
a~
rr
~YY~li .iwt
Itt ~'1 f~sM n, y 7
I
IN
rwswrr2ooo
I
(C)
2ooo
I
(9)
zoo,
.rr ...r~~aw
~,r.rr .r~
~ r.~~.r.w~R~w~r~r
iwr. wr
. wr t11~
~IY~ Mw
iwr~
I~bldiri~~~
ftW*IdMk/r"Iw2M "r
458,073
Mokowe "i
uwm"~.Wmmooing" a
HWr"wrbrrWrd0w
rw P"rwWW-Wiftrr0
~ ~rra~~rrw w~~w
~+~r ~!-~rirYYA~r)
~ApY" ~1 ~rll~awK
ww~r
W
it»~y~ ~r~l" 1
" aI1ruam Y~wi "
WrY11rYr.
lwpm ArrMqt r w RWAWrG
mwpmw wdwb" bmw11wA/
rftsr.ws
.r.w.~r.r0 Pb POW
+prrrarraw .w.wrw
r uriralrl~r~wwr ~w~4w
mum
dolumblummona Togo
arrw " m1rhwYr
~~~1i"IS ~0. YrR~r
r~ry ~1r~~~Iw1 " tr Yrlr.
1 WAllkVMYMWlr3M t~
~~arff~ 1. AY rnat~l
7 A%mr*YUWiiYY/krrAd
~i~~1~r~1~(A
~ irlYii "~yrrrwslw
ru~lwwri
I rrwrrlwwwiwwbM.
alumrw».raw..a.ft
H Aqyl~~t
i~f~w till ...
Ymrriwr ~..
grluim~sorftem_
2
Few Yo0-PF Ran
20270310 756576 1CQY
8
2001 .09000 1(KTHRYNE HEYNON FOUNDATION
KBF
i-6197328
1 ~ 11% IMwArw So we" a nftiyYidw NOW Id I Y a piwY wwdbe
ININIVIlb 10 "1 aft Y dIliotr SM . 411r W"Y " IN n"
~ werwb~r .~.w
: .w .I .r~ .w .~+ .~
ro.wr.i.neafrom .r...
bomb" w1w0Uw hl x r
wOvar W
b "7L "rri ..
-
rrM.r
(01 x"
mwoo
P+
10 WCOM
rya,
a,u
e O11lywAMINIAMIrfiwS Mla,
rsb.rryarrw
Ornr borrrfts ..i
.ssrd .woww . ...rw
~ .rrr. .
a ImIkOOMPOis ANN drew
~w.wr..wr~drw.
wr~rr~rr.~rr
OovYY k R us ler IN
iirrl o"qa
a 7o""1llmoloY1t " aW.
M +w+tdw
~ tir~i~ilrlYr YodwYrwYrnoYr"
iwreawwAt X wsrr
rymPf"
~ Lw~~~iYd-FYr.
pi
~+~ rr~i+r~r
..
Mb~
r
14 W~ww~~wwerwill
or no"
~~WholieffindOrAIIawwWl%drrlaWavY6ilerMM%00y1M1oWqWenEAonYrUOwofanytix
""YrY/~~r111~p~ (~ uAn ~07N~l~.)
~w~
N~i~~w " 1KYI~Dd~dYCtda OMIMWMI~~~WY~YK~afIMawwnMDO1a WNwrtlipar
~~~i lire 10~ wwYiiiw~t
! ~Ilil~i
!~1
10 1 A 6M44ft1ww. 8dwYmYbi w. A'Mrs
~~~~i*fIrO~1~AQ1 i/sdi101nYY wpoIoYr m0 does et mopt wooYObO requests for funds 0
. c, mw 0
~!!~k~l~
~ YOIwlr rrgoY"mWwdbr awAMm. omit br 2a, 0
s zf11wdyw~ ""r1~~b ~~~r rril w a~wN
.,
1 . %=, NQ . 1!! /O . LOS IiOHLEB AVE
STE .
711
*wlfa wrri WA WW.rw w was" wy wYw ww.
w ~ww. seam IV popplrodar . a1rAYY Wk. Irks of YadhAbro, or ot her bdm
MOM filmdwlwwfim~
202793 . 33f$74 f1f
9
2001 .09000 1CITHRYI7E SEYNON FOUNDATION
FwMo-aF amn
KBF- 1
HEYNON
Farm 990-PF
AldpWR
Name md,WOisn (bane or business)
Ne~urvn henohlnte
95-6197328
.
I
FOUIIAiGOfI
Purpose of qnnl or
contdbuUOn
page to
amount
a Arddu6pHayar
E Approved for Ndis pqmsnt
NONE
12W)01a4.m
20270310 756576 KBF
10
2001 .09000 RATHRYNE BEYNON FOUNDATION
F~B90-PF aoou
KBF
1
a
Form 99o-PF(2001)
art, Q
KATHRYNE BEYNON FOUNDATION
95-6197328
Pawl
Analysis of Income-Produclnp Activities
Enter gross amounts unless dMrvke Indicated
1 Program service IEVenue
a
n u
BCO4B~
ou m
m
(h)
Amount
erauaaa
&
lion
.acmnsu aia or 514
(E)
Amount
(a
Rotated or exempt
tuncLOn income
0
e
a
s
1
ii Fen mW contracts from government agencies
Y Membership dues and assessments
Interest on savings and temporary task
investfIrkents
4 oniloenas and bribirest from securities
6 Net Total Income or (1053) from real estate
t Debt-Manced property
s °,-~~$^°~%+ pare, . °~MM-4
14
14
4 , 645 .
238 789 .
<1
e Not CeDtfinance0 property
6 Net rmGl income or (loss) troun personal
property
7 Older investment Income
8 Gain or (loss) from sales of assts other
18
than inventory
9 Not income or (loss) hom special events
458 .>
548 , 712 .
10 Gross profit or (loss) from sales of inventory
11 Other revenue
e
0
1
tt Subtotal Add columns (o), (a), and (e)
19 Total Add line 12, columns (b). (d), and (e)
(Sea worksheet In line 13 Instructions to wrlN calculations 1
'P._
20270310
$.
~~a`~°'+.
0 . ~7-S -792, 146 .
" 13
<1,458 . >
790,688 .
Relationship of Activities to the Accomplishment of Exempt Purposes
756576 RHF
2001 .09000 RATHRYNE BEYNON FOUNDATION
KBF
1
Form 990-PF(200i)
RATHRYNE BEYNON FOUNDATION
95-6197328
[P-a-&7CV1E'1 Information Repardlnp Transfers To and Transactions and Relationships With Noncharitable
ON the organization directly or indirectly engage b any o1 the following with any other oryantra6on described N section 501(c) of
Me Coda (other than section 501(cx3) organizations) or h section 547, nbt4q W political organizations?
a Transfers from the reporting orqantraBOn to o nOncnuIlaOk exempt OrpantraCOn of
(1) Clse
(4) pMrnab
0 onhrrwmacuom
pa Q912
Yes No
.z, . « .~ H M q,
X
X
iat
u2
(1) Sales Of assets to a nondlirY2Dk exempt orpania110n
1 b(i)
(II) Purchases o1 assets from a nonctuntab4 exempt orpmtraMon
1E 2
(!) Rental of facilities, equipment, or other asset
10 9
(q Reimbursement amnpemeMS
1b 4
(8) Loans or loan guarantees
1b 6
tD 8
(0) Performance of services or membership or NnCrabinp solicitations
Shoring o1 facilities, equipment. molWp Lists, other assets, or paid employees
tc
M the answer to airy of the above b 'Yes,' complete the following schedule Column (0) should always show the fair market value at the goods, other assets .
X
X
X
X
X
X
X
or servksspMn Dy IM iapaNnq oryantradon ItiM orymtrurGOn reaNe0leu than hir market value N my transaction or sharing arrangement, snow In
2s Is the organization directly or Indirectly affiliated with, or related to. one or mare tax-exempt organmadons described
In section 501(c) of the Code (other than section 501(c)(9)) or In section 5277
20270310
F-1 Yes
[K] No
CONTINUATION FOR 990-PF,
IIns and LOiiEi for Tax on Inirefterd Income
(D' Mow acQuIreA (c) Date uqwred
P - Purchase
(mo , day, yr ~
D - Donation
(s) List and describe the kind(s) of property sob, o p , real estate,
2-dory brick warehouse, or common dads, 400 chs MLC Co
PART IV
(0) Date sob )
(mo , Gay, yr
P
P
0/15/01105/09/02
P
(a) Gross gabs prla
I
162,000 .
(0 Depreciation allowed
(Or allowable)
I
(0) Cost or WMr basis
plus even" of a4
I
(h) Cam or (loss)
(o) plus M minus (p)
88 .785 .
73 .215 .
H0 .>
O1 .>
<4 .>
ompbte only for assets showing gain b column (A) and owned by the foundation on 12/31/69
(I) F M V u of 112/31J69
fl) Adjusted basis
u of 171d169
(I) Losses (from coi (h))
Gains (excess of col (h) gain over Col (k)
but not less than *-0-')
(t) Excess of eol (Q
over cot Q11 any
V
11 , 799
335 263
150 661
32,902
c
a
e
f
.
.
.
.
<123 580 .>
n
<9 301 .>
<9 . >
I
61 , 661 .
k
i
m
n
14 .
4 , 000 .
3 000 .
252 .
Y CapiulWm net Income or (net apron you)
8 Net short-term capital pan or (log) u dsflrwd In sections 12225) and (6)
M gain. also enter h Poi I, be 8, column (c)
II oss,enter'-V bPart I,OneB
548 , 712 .
2
{ n (roulentert~m Pih iune 7 ~
~
9
N/A
tx7.at
W-17-07
20270310 756576 RBF
13
2001 .09000 KATHRYNE BEYNON FOUNDATION
KBF
1
._
95-6197328
KATHRYNE BEYNON FOUNDATION
FORM 990-PF
INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS
SOURCE
1
AMOUNT
CENTENNIAL MONEY MARKET TRUST
TOTAL TO FORM 990-PF,
FORM 990-PF
PART I,
4,645 .
LINE 3,
4,645 .
COLUMN A
DIVIDENDS AND INTEREST FROM SECURITIES
SOURCE
GROSS AMOUNT
CORPORATE DIVIDENDS
INTEREST, HONDS,L .T . NOTES
TOTAL TO FM 990-PF,
PART I,
FORM 990-PF
IN 4
STATEMENT
CAPITAL GAINS
DIVIDENDS
- SUBTOTAL -
181,539 .
57,250 .
239,041 .
252 .
238,789 .
STATEMENT
AMOUNT
1,146 .
312 .
1
TOTAL RENTAL EXPENSES
TOTAL
1,458 .
<1,458 .>
ACCOUNTING FEES
FORM 990-PF
(A)
EXPENSES
PER BOOKS
DESCRIPTION
ACCOUNTING
20270310 756576 RHF
3
1,458 .
NET RENTAL INCOME TO FORM 990-PF, PART I, LINE 5B
PG 1,
COLUMN (A)
AMOUNT
252 .
0 .
ACTIVITY
NUMBER
PROPERTY TAXES
WATER DISTRICT
2
181,791 .
57,250 .
RENTAL EXPENSES
DESCRIPTION
TO FORM 990-PF,
STATEMENT
IN 16B
STATEMENT
(B)
NET INVESTKENT INCOME
(C)
ADJUSTED
NET INCOME
4
(D)
CHARITABLE
PURPOSES
10,185 .
0.
10,185 .
10,185 .
0.
10,185 .
14
STATEMENT S) 1, 2,
2001 .09000 RATHRYNE HEYNON FOUNDATION KBF
3,
1
9
VTHRYNE BEYNON FOUNDATION
FORM 990-PF
OTHER PROFESSIONAL FEES
(A)
EXPENSES
PER BOOKS
DESCRIPTION
INVESTMENT ADVISOR
TO FORM 990-PF,
95-6197328
PG 1,
IN 16C
(B)
NET INVESTMENT INCOME
STATEMENT
(C)
ADJUSTED
NET INCOME
59,250 .
0 .
59,250 .
59,250 .
0.
EXPENSES
PER BOORS
DESCRIPTION
(D)
CHARITABLE
PURPOSES
59,250 .
TAXES
FORM 990-PF
5
STATEMENT
NET INVESTMENT INCOME
(C)
ADJUSTED
NET INCOME
6
(D)
CHARITABLE
PURPOSES
FRANCHISE TAX BOARD,ETC .
EXCISE TAX OVERPAYMENT
PROPERTY TAXES
35 .
<13,830 .>
1,146 .
0.
0.
1,146 .
35 .
0.
0.
TO FORM 990-PF,
<12,649 .>
1,146 .
35 .
PG 1,
IN 18
FORM 990-PF
OTHER EXPENSES
NET INVESTMENT INCOME
EXPENSES
PER BOORS
DESCRIPTION
STATEMENT
(C)
ADJUSTED
NET INCOME
7
(D)
CHARITABLE
PURPOSES
OFFICE SUPPLIES & EXPENSE
POSTAGE
OFFICE CLERICAL
LEGAL ADVERTISING
WATER DISTRICT
281
37
3,351
50
312
.
.
.
.
.
0.
0.
838 .
0.
312 .
281 .
37 .
2,513 .
50 .
0.
TO FORM 990-PF,
4,031 .
1,150 .
2,881 .
PG 1,
20270310 756576 RBF
IN 23
15
STATEMENT(S) 5,
KBF
2001 .09000 RATHRYNE BEYNON FOUNDATION
6,
1
7
95-6197328
VTHRYNE BEYNON FOUNDATION
FORM 990-PF
CORPORATE STOCK
BOOK VALUE
DESCRIPTION
CORPORATE STOCKS
TOTAL TO FORM 990-PF,
FORM 990-PF
PART II, LINE lOH
FORM 990-PF
PART III LINE 13
FAIR MARKET
VALUE
6,379,851 .
4,090,543 .
6,379,851 .
STATEMENT
BOOK VALUE
CORPORATE BONDS
8
4,090,543 .
OTHER INVESTMENTS
DESCRIPTION
TOTAL TO FORM 990-PF,
STATEMENT
9
FAIR MARKET
VALUE
868,320 .
919,454 .
868,320 .
919,454 .
PART XV, LINE 2B
APPLICATION REQUIREMENTS
STATEMENT
10
DESCRIPTION
A REQUEST SHOULD BE WRITTEN,STATING THE AMOUNT REQUESTED, HOW THE FUNDS ARE
TO BE USED AND PROOF OF THE EXEMPT STATUE OF THE APPLICANT .
FORM 990-PF
PART XV, LINE 2D
AWARD RESTRICTIONS AND LIMITATIONS
STATEMENT
11
DESCRIPTION
PUBLICALLY SUPPORTED CHARITIES, GOVERNMETAL ENTITIES [SCHOOLS],AND RELIIGIOUS ENTITIES BASED IN CALIFORNIA . PREFERENCES ARE IN CHILD WELFARE AND
EDUCATION .
20270310 756576 RBF
16
STATEMENT S) 8,
2001 .09000 RATHRYNE BEYNON FOUNDATION
9, 10,
KBF
11
1
95-6197328
WTHRYNE BEYNON FOUNDATION
FORM 990-PF
GRANTS AND CONTRIBUTIONS
PAID DURING THE YEAR
RECIPIENT NAME AND ADDRESS
ASST .
CALIF .
LEAGUE OF SOU .
137 NO . ST . ANDREWS
PL . LA . 90028
STATEMENT
RECIPIENT
STATUS
PURPOSE OF GRANT
PUBLIC
CHARITY
RECIPIENT
RELATIONSHP
CHILDREN'S CLUB,
NONE
DAY
NURSERY
X11 .000 .00
811,000 .00
BLIND CHILDRENS' CTR . 500
N0 . BRAND BLVD . GLENDALE,
CA .
PUBLIC
CHARITY
HOMEMBASED INFANT
PROGRAM
NONE
BOYS AND GIRLS CLUB OF
CAMARILLO 1500 TEMPLE
AVE,CAMRILLO,CA . 93011
PUBLIC
CHARITY
PROJECT LEARN
NONE
BOYS AND GIRLS CLUB OF
HOLLYWOOD 850 NO . CAHUENGA
BLVD, LA 90038
PUBLIC
CHARITY
GENERAL USE
BOYS AND GIRLS CLUB OF
PASADENA, 3230 E . DELMAR
BLVD . PASADENA, CA . 91107
PUBLIC
CHARITY
SCOTT CENTER
SCHOLARSHIPS
$15000
NONE
19,500 .
NONE
20,000 .
CHILD CARE INFORMATION
CENTER 2698 MATARO ST .
PASADENA, CA . 91107
PUBLIC
CHARITY
GENERAL USE,
CHILDREN AND FAMILY TRUST
425 SHATTO PLACE LOS
ANGELES, CA . 90020
PUBLIC
CHARITY
CAMPERSHIPS,$7000
DOCTORS WITHOUT BORDERS
P .O . BOX 2247 NEW YORK,
N .Y . 10116-2247
PUBLIC
CHARITY
AFGHANISTAN RELIEF NONE
18,000 .
$6000 NONE
6,000 .
NONE
7,000 .
1,000 .
ELIZABETH GLASER PEDIATRIC
PUBLIC
AIDS FDN, 2950 31ST ST . STE CHARITY
125 STA . MONICA . CA
GENERAL USE
FIVE ACRES 760 W .
MOUNTVIEW ST . ALTADENA,
91001
NASH SCHOLARSHIP
FUND, FIVE ACRES
GRADS . $9500
20270310 756576 KBF
22,000 .
5,000 .
ATHLETIC EQUIP .
NONE
SIERRA VISTA
$7000, PROD . LEARN
PUBLIC
CHARITY
AMOUNT
10,000 .
BOYS AND GIRLS CLUB OF
PUBLIC
SANTA CLARITA VALLEY 220639 CHARITY
STA . CI,ARITA, CA 91322
CA .
12
NONE
7,500 .
NONE
9,500 .
17
STATEMENT S)
KBF____
2001 .09000 KATHRYNE BEYNON FOUNDATION
12
1
95-6197328
~RATHRYNE BEYNON FOUNDATION
FRIENDS OF FOSTER CHILDREN
PO BOX 1105, ARCADIA, CA .
91077
PUBLIC
CHARITY
CHRISTMAS PROGRAM NONE
$4000, GEN . USE, $7,000 .00
FROSTIG CENTER 971 N0 .
ALTADENA DR . PASADENA,
91107
PUBLIC
CHARITY
FOR CONSULTATION & NONE
EDUCATIONAL DEPT .
HILLSIDES HOME FOR CHILDREN PUBLIC
940 AVE 64, PASADENA . CA .
CHARITY
91105
GENERAL USE,$34000 NONE
CA .
NON-PROFIT PASADENA COM .
HOSPITAL
ASTHMA PROD .
$50000
JUNIPERO SERRA HIGH SCHOOL
14830 SO . VAN NESS AVE .
NON-PROFIT TUITION ASSISTANCE NONE
PAROCHIAL
PROGRAM
MOORPARR COLLEGE,7075
CAMPUS RD . MOORPARR CA .
PUBLIC
SCHOOL
93021
NONE
50,000 .
SCHOOL
BASEBALL FACILITY
$15000
15,000 .
CA .90007
PACIFIC ASIA MUSEUM 46 NO .
LOS ROHLES AVE ., PASADENA,
CA .91101
PUBLIC
CHARITY
CHILDREN'S
NONE
EDUCATION PROGRAMS
ROSEMARY CHILDREN'S
SERVICES 36 S0 . RINNELOA
AVE ., #200 PASADENA,
PUBLIC
CHARITY
CAPITAL
IMPROVEMENTS
ROSEMARY COTTAGE
NONE
STA.BARHARA MUSEUM OF
NATURAL HIST .2559 PUESTA
DEL
PUBLIC
CHARITY
SCHOLARSHIP
PROGRAM
NONE
NONE
9,000 .
ST . PHILIP THE APOSTLE
SCHOOL 1610 NO . HILL AVE .,
PASADENA, CA .91106
NON PROFIT SCHOLARSHIPS NEEDY NONE
PAROCHIAL CHILDREN,ESP .HILLS
SCHOOL
DES HOME RESID .
TRANSITION HOUSING NONE
FUND
ST . RAPHAEL SCHOOL 924 WEST NON-PROFIT FOR GOOD
NONE
70TH STREET, LON ANGELES,
PAROCHIAL SHEPHERD'S PROGRAM
20270310 756576 RBF
SCHOOL
1,500 .
5,000 .
PUBLIC
CHARITY
90044
18,000 .
5,000 .
ST . ANNNES MATERNITY HOME
155 NO . OCCIDENTAL BLVD .
LOS ANGELES, CA .90026
CA .
5,000 .
NONE
ORTHOPAEDIC HOSPITAL 2400
NON-PROFIT GENERAL USE $18000 NONE
SO . FLOWER ST . LOS ANGELES, HOSPITAL
ST . ANDREWS CATHOLIC SCHOOL NON-PROFIT
42 CHESTNUT SKEET,
PAROCHIAL
PASADENA, CA . 91103
SCHOOL
3,000 .
34,000 .
HUNTINGTON MEMORIAL
HOSPITAL 100W . CALIFORNIA
BLVD . PASADENA,CA 91105
GARDENA, CA . 90249
11,000 .
27,500 .
12,000 .
5,000 .
STATEMENT S)
18
KBF
2001 .09000 KATHRYNE BEYNON FOUNDATION
12
1
I
.i r
KATHRYNE BEYNON FOUNDATION
95-6197328
USC
LAW SCHOOL C/O PEGGY
NON-PROFIT CLASS OF 1952
NONE
L.
PRIVATE
ENDOWED SCOLARSHIP
SHLEMMER,EXEt .DIR .,DEV .eGRA UNIVERSITY FUND
WESTMONT COLLEGE 955 LA PAZ NON-PROFIT RATHYRNE BEYNON
ROAD, SANTA BARBARA,
DENOMINATI SCHOLARSHIP
CA .93108
NAL COL .
NONE
WHEELS FOR HUMANITY 11229
LAURIE DRIVE, STUDIO CITY,
CA . 91604
PUBLIC
CHARITY
WHEEL CHAIRS FOR
NEEDY
NONE
WORLD VISION-AFGHANISTAN
RELIEF FUND, PO BOX 94881
TACOMA, WA . 98481
PUBLIC
CHARITY
AFGHANISTAN RELIEF NONE
YOUNG AND HEALTHY 325 SO .
OAR KNOLL AVE ., PASADENA,
CA .
91101
PUBLIC
CHARITY
GENERAL USE
HATHAWAY HOME FOR CHILDREN
S FAMILY PO BOX 923670
SYLAfAR, CA . 91392
PUBLIC
CHARITY
VISUAL &
EXPRESSIVE ARTS
PROGRAM
20270310
756576 KHF
16,500 .
500 .
1,000 .
NONE
16,500 .
MARYMOUNT OF SANTA BARBARA, NON-PROFIT FINANCIAL AID
2130 MISSION RIDGE RD .
PAROCHIAL
PROGRAM
SANTA BARBARA, CA . 93103
SCHOOL
TOTAL TO FORM 990-PF, PART XV, LINE 3A
1,000 .
NONE
5,000 .
NONE
6,500 .
368,500 .
19
STATEMENT S)
KBF
2001 .09000 RATHRYNE BEYNON FOUNDATION
12
1
Download