P`IC IQI^.IA VYV yr tJ J VM FW % I Forn 990-PF Return of Private Foundation OMB No. 1545-0052 ^^^ or Section 4947(a)(1) Nonexempt Charitable Trust /'^ ^006 o t,aat the Try Treated as a Private Foundation V In t,apa ,o t R°"°""°w s°`noa Note : The foundation may be able to use a copy of this return to satis fy n state reporting requirements. For calen der year 2006 , or tax ye ar b eginning DEC 1, 2006 , arid ending NOV Use the IRS Name of foundation A Employer identification number label HE W . J . AND LILLIAN KEMLER FOUNDATION , Otherwise , KARG)UMT-SKVAGE, PRESIDENT 38-3384888 print Number and street (a P.O. box mimbar If mall Is not delivered to ahreet addraaa) Roorn/auite S Telephone number ortype , 39300 W. TWELVE MILE ROAD 100 (248) 536-6200 See uc o Instructions Instructions or town, state , and ZIP code C ^ C If exemption application Is pending , check here ARMINGTON HILLS, MI 48 331-2 989 0 1. Foreign organizations , check here . . 11 ^hBCk We of organization : LXJ Section 501 ( cX3) exempt private foundation 2 . Foreign organisations meeting the 85% test, check here and attach computation ..... . ^O Q Section 4947 (a)(1) nonexempt charitable trust Q Other taxable private foundation E It private foundation status was terminated I Fair market value of all assets at end of year d Accounting method : Cash Accrual under section 507(b)( 1)(A) check here (from Part 11, col. (c), line 16) = Other (specify ) , • , F If the foundation is in a 60- month termination ► $ 1 , 76 3 , 5 0 7 . (Part I. column (d) must be on cash basis .) under section 507(b )(1)(8), check here j t= part i Ana lys is of R evenue an Expenses n total of amounts in coNmns (pl (o), and (d) may not • "a c aesa„ ,he a,,,, ta," ter, tail (a) Revenue and expenses per books (b ) Net investment Income ( c) Ad{usted net income (d) oLabursarr+m,ta for charitable purposes y as„ a.1 , (msh as. onyl I Contributions , gifts, grants, etc., received 2 checit . J nthekondtloobnotrege ldtoothchsch a MAW q ,,t.3i"C # !•- a s: _ =+ S:K^^^^h 'a^:t ..t ; ° v' 1^n;e Sa%(f cy 'a$fs ^ r^ ^W'tt+•.u:' " a5 ^ in cash k `onaav "", ^ a"d`""°°"°^..,,,, . •, „ ..,, „ 20, 217 . -' 20 , 217. S TATEMENT.;,, 1 4 Dividends and interest from securities 34,655. 34, 6 55. TATEMENT ks 2 5a Gross rents -,,,, „ - ,•, a :_%_,_ x.;gl___ b Net rental Income or (lees) ! is zatval !w4Q, i+ l:•Jk,' Ii-'z o i'1u t^ t'r f :=+Ir+ta? ` aa'" "^: lksrr a'i A^: 7L 'hi;s•^.' ,. ^iik'^ m Se Net gain or (lose) from sale of assets not on 6n. 10 142,916. s 2 Gross b ets an pfto for off 1.318,093. 0 7 Captfel gain net Income (iron Part IV , nne 2) =<1 vstk.;x 7 t v, 14 2 , 91 b . 8 Net short-term capital gain 9 Income modifications ...... ... ...... ......, Grow sales leas rsfuma 1t75 and allowances .... ,oi '^k a^.` .: ' '«"`+•".t ' i iw'%iw"^ifia:° v. ^.^9 C=D b Lasa: Cast of goods c Gross profit or (loss) 1f other income ........... .......• - .. 200. 200. 12 Total. Add lines 1 through 11 197 , 998. 197,988. 13 Compensation of or8cers, direct", trustees, ate 14 Other employee salaries and wages Q 16 Pension plans, employee benefits M I Ilia legal fees --, , . ,,. STMT., 4.. 2 8,50 0. 8 b Accounting lees .... , W c other professional fees 9 17 interest. to Taxes, 1,152. - 552 - - - 19 Depreciation and depletion 20 Occupancy ... ........ ...... .. ....... . 21 Travel, conferences, and meetings 22 Printing and publications .., „ . ... .. . ......... cb 23 Other expenses .,, , ,•.,, .• •,.. STMT.. 61. W 6 48. 3 6 ,618. _ 24 Total operating and administrative expenses . Add lines 13 through 23 66,300. 37,170. 25 Contributions, gaits, grants paid ... 7 0 - 1 5 93. 26 Total expenses end disbursements. Add lines 24 and 25 ...... .. .... . ..... .... 136 , 893. 37,170. 27 Subtract line 26 from line 12: a Ekes of revenue ever M enses and disbursements " '^^: ' "- r `""' i^i-^1f.++^sVr^''^ 61 , 095 . "^"firt•" ^t " ^r ^Z."S^•7 wit ^'Si"• u;'• t ice''!^ }'• 'kra'+ i.L' ^" SFh e Adjusted net Income or neat .a. enter .0-) . c s?^a:u; ;^ Y. ^ or *'k ii'.` if•_ ! ;yr i^?^ ) _ -FL_., U-IA For Privacy Act and Paperwork Reduction Act Notice, see the instructions. 623501 01-29.07 o. 0. 0. 7 01 59 M 70,593. LiPr Y1%J j^y( 1f^.l ..x IM Form 990-PF (2006)
49
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P`IC IQI^.IA VYVyr tJ J VM FW% I
Forn 990-PF Return of Private Foundation OMB No. 1545-0052^^^or Section 4947(a)(1) Nonexempt Charitable Trust /'^
^006o t,aat the Try Treated as a Private Foundation VInt,apa
, ot R°"°""°w s°`noa Note : The foundation may be able to use a copy of this return to satis fyn state reporting requirements.
For calen der year 2006 , or tax ye ar b eginning DEC 1, 2006 , arid ending NOV
Use the IRS Name of foundation A Employer identification number
label HE W . J . AND LILLIAN KEMLER FOUNDATION,Otherwise , KARG)UMT-SKVAGE, PRESIDENT 38-3384888
print Number and street (a P.O. box mimbar If mall Is not delivered to ahreet addraaa ) Roorn/auite S Telephone numberortype , 39300 W. TWELVE MILE ROAD 100 (248) 536-6200
See uc oInstructionsInstructions
or town, state , and ZIP codeC^C If exemption application Is pending , check here
ARMINGTON HILLS, MI 48 331-2 989 0 1. Foreign organizations , check here . .11 ^hBCk We of organization : LXJ Section 501 ( cX3) exempt private foundation
2 . Foreign organisations meeting the 85% test,check here and attach computation ..... . ^O
Q Section 4947(a)(1) nonexempt charitable trust Q Other taxable private foundationE It private foundation status was terminated
I Fair market value of all assets at end of year d Accounting method : Cash Accrual under section 507(b)( 1)(A) check here(from Part 11, col. (c), line 16) = Other (specify)
, • ,
F If the foundation is in a 60-month termination► $ 1 , 7 6 3 , 5 0 7 . (Part I. column (d) must be on cash basis .) under section 507(b )(1)(8), check here jt=part i Ana lys is of Revenue an Expenses
n total of amounts in coNmns (pl (o), and (d) may not• "a
20 Lome ewn d cow. dtrectora, trustees , and other d1squatined Persons
21 Mortgages and other notes payable
22 Other liabilities (describe ►
l23 Total liabilities (add lines 17 through 22 ........ ...... ......... .. . 0. 0. "^ Y
Foundations that follow SFAS 117, check here ► r r '
and complete lines 24 through 26 and lines 30 and 31. ' . .
24 Unrestricted .............
25 Temporarily restricted ..........
in 28 Permanently restricted
Foundations that do not follow SFAS 117, check here ►and complete lines 27 through 31.
27 Cap Ital stock, trust principal, or current funds 1,558,812. 1,558,812.28 Paid-In or capital Surplus or land bldg and equipment fund 0.,, , , - - .
29 Retained earnings, accumulated Income, endowment, or other funds.. 1 03,623. 164,718.30 Total net assets or fund balances ....._ •,,, .... ,,,,, , ,,,,,,,,,,, , 1,662,435. 1, 7 2.3_,530.
31 Total liabilities and not assets/fund balances ......... ............ 1,662,435. 1,723,530. 1
part Ill Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year - Part 11, column (a), line 30
(must agree with end-of-year figure reported on prior year's return) .• „ , ,, , ,,, ,,, ,,, „
2 Enter amount from Part I, fine 27a
3 Other increases not included In line 2 (itemize) ►4 Add lines 1, 2, and 3
8 Total net assets or fund balances at end of year (fine 4 minus line 5) -Part line 3U
1 1,662,435.2 1,095.8 0.4 1.723.530.
i , •"_,I-
Form 990-PF (2006)
03-08.07
A
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF ( 2006 ) MARGARET SAVAGE, PRESIDENT 38-33 84888 Page 3Part IV I apl 8 Gains an Osses Tor ax on Investment Income
(a) List and describe the kind (s) of property sold (e .g., real estate,2-story brick warehouse; or common stock, 200 shs. MLC Co.)
w acqu i red- Purchase
D - Donation
(c) Date acquired(mo., day, yr.)
(d) Date sold(mo ., day, yr.)
to SEE ATTACHED MERRILL LYNCH STMT 619- 04M04 P VARIOUS VARIOUSb SEE ATTACHED MERRILL LYNCH STMT 619-04261 P VARIOUS VARIOUSc CASH IN LIEU P VARIOUS VARIOUSd
e
{e) Gross safes price (f) Depreciation allowed( or allowable )
( r-ar: vi 1 wuauncauvn unoer aecu on 4b*u(ej for neauceo i ax on nez mvesrmem income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net Investment income.)
It section 4940 (d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Q Yes ® NoIf Yes; the foundation does not quality under section 4940 (e). Do not complete this part.1 Enter the appropriate amount In each column for each year, see instructions before making any entries.
Base period years (b) (e) Distribution ratioCalendar year (or tax year beginning In) Adjusted qualifying distributions Net value of noncharitabte -use assets (col. (b) divided by cal (c))
2 Total of line 1, column (d) ..........3 Average distribution ratio for the 5-year base period - dhade the total on line 2 by 5, or by the number of years
the foundation has been in existence it less than 5 years .................... .. ... 3
4 Enter the net value of noncharitable-use assets for 2006 from Part X, One 5 , ,,,, , ,,,,, ,, ,,,, , „ . 4
5 Multiply line 4 by line 3
6 Enter 1% of net Investment income (1% of Part 1, line 27b) L 6
8 Enter qualifying distributions from Part XII, line 4 I it t -t n , b m {
It line 8 is equal to or greater than line 7, check the box In Part VI, line tb, and complete that part using a 1% tax rate.See the Part VI Instructions.
823552L 1-29-D7 Form 990-PF (2006)
.217172
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF (2006) MARGARET SAVAGE, PRESIDENT 38-33 84888 Page 4Part cise TeX Based on investment income ctfon 49401a) , , e , or - see instructions
Is Exempt operating foundations described in section 4940 (d)(2), check here ►U and enter Won fine 1.
Date of ruling letter: (attach copy of ruling letter It necessary-ace Instructions)
b Domestic foundations that meet the section 4940 ( e) requirements In Part V, check here ►Q and enter 1%HEM=
3 ,216.of Part 1, line 27b „ ., „ . ,.,. „ .. , ,,.
a All other domestic foundations enter 2% of tine 27h . Exempt foreign organizations enter 4% of Part 1, fine 12, col. (b)
2 Tax under section 511 (domestic section 4947(aXl) trusts and taxable foundations only. Others enter -0-). . ,. , . ,,. 2 0.
3 Add lines 1 and 2
4 Subtitle A (income ) tax (domestic section 4947 (a)(1) trusts and taxable foundations only. Others enter -0-) 4 0 .5 Tax based on investment Income . Subtract line 4 from line 3.1f zero or less, enter -0- „ _ . 5 3, 216 .5 Credits/Payments:
a 2006 estimated tax payments and 2005 overpayment credited to 2006 Ba 1 , 17 6.
b Exempt foreign organizations - tax withheld at source . „ . .. .. _ .,.,. .... _ ...... 66
IIN
c Tax paid with application for extension of time to file (Form 8868), ., ... . „ 6c 5 ,500.
7 Total credits and payments . Add lines 6a through 6d , . „ , . .. . .... . .............. , _.,. ,... ..... ..... 7 6,676.8 Enter any penalty for underpayment of estimated tax Check here= if Form 2220 Is attached . ,.., 69 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed . ► 9
10 Overpayment . If line 7 Is more than the total of lines 5 and 8, enter the amount overpaid ► 10 3,46 0-.ill Enter the amount of line 10 to be: Credited to 2007 estimated tax. 3 4 6 0.1 Refunded. 111 f) _
I& During the tax year, did the foundation attempt to Influence any national, state, or local legislation or did it participate or Intervene in
any political campaign ? ,... _ .. .
b Did It spend more than $100 during the year (either directly or Indirectly ) for political purposes (see Instructions for definition)?
If the answer is 'Yes* to to or ib, attach a detailed description of the activities and copies of any materials published or
d+stnbuted by the foundation In connection with the activities,
c Did the foundation file Form f 120-POL for this year? .,.. . ._... ...
d Enter the amount ( it any) of tax on political expenditures (section 4955) Imposed during the year.
(1) On the foundation . ► $ 0 . (2) On foundation managers.► $ 0.
e Enter the reimbursement ( it any) paid by the foundation during the year for poldical expenditure tax imposed on foundation
managers.► $ 0.
2 Has the foundation engaged In any activities that have not previously been reported to the IRS?
if Yes,' attach a detailed description of the activities.
3 Has the foundation made any changes, not previously reported to the IRS , in Its governing Instrument, articles of Incorporation, or
bylaws, or other similar Instruments? If 'Yes,* attach a conformed copy of the changes .. _.. ..... . ..... ..........................4a Did the foundation have unrelated business gross Income of $1,000 or more during the year? ... ......
b O'Yes: has it filed a tax return on Form 990-T for this year? .................... .... . ...... . .. .. .... .,.. N/A
5 Was there a liquidation, termination , dissolution, or substantial contraction during the year? ..... „ ...... ,
If •Yes,' attach the statement required by General Instruction T.
6 Are the requirements of section 508 (e) (relating to sections 4941 through 4945) satisfied either.
• By language In the governing Instrument, or
• By state legislation that effectively amends the governing Instrument so that no mandatory directions that conflict with the state law
remain in the governing instrument? ,,, , ,,, , ,,, , ,,,,,,,,, , ..... ...... ....... ... ......... ........ ... .......... ...... .......7 Did the foundation have at least $5,000 in assets at any time during the year? , .. . . . . ........ .. ......................... ....... .
If 'Yes, ' complete Part Ii, cot (c), and Part XI/.
8a Enter the states to which the foundation reports or with which it Is registered (see Instructions) ►MI
b if the answer is 'Yes' to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General or designate)
of each state as required by Genera! Instruction G? If 'No,' attach explanation , . .... . ...... ... . „ ,
i Is the foundation claiming status as a private operating foundation within the meaning of section 4942(0(3) or 4942({)(5) for calendar
year 2006 or the taxable year beginning in 2006 (see instructions for Part XIV)? If 'Yes,' complete Part XIV , . ...... .... ..........
I Did any persons become substantial contributors during the tax year? Ir'ree,' stwd a eehad l nstkeg Cro6 Mrtbe and eddresse@. ..................
Form
fc I I X
X
(2006)
62353101-29-07
0 THE W .J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF (2006 ) MARGARET SAVAGE, PRESIDENT 38-33 84888 Page 5
Continued
11e At any time during the year, did the foundation, directly or Indirectly, own a controlled entity within the meaning of Section 512(b)(13)?If 'Yes,' attach schedule. (see Instructions) ........ ... ......... ... .. ..... ... ... .lie
b If'Yes, did the foundation have a binding written contract In effect on August 17,2006, covering the interest, rents, royathes, andannuities described In the attachment for line 11a? 11b
12 Did the foundation acquire a direct or indirect interest In any applicable insurance contract? ,, , ,, , ,,,, ,,,,,,, 1213 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? ..,.. 13
Web site address ► NONE
14 The books are in care of ► MSW GROUP , P . L . C . Telephone no.► 2 4 8 3 -39300 W. TWELVE MILE ROAD, SUITE 0 , FARMINGTON ZIP+4 483
15 Section 4947(ax1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here ... . .. ... . ..... .and enter the amount of tax-exempt Interest received of accrued during the near ...... .......... ...... .... .. ........... ► ( 15 ( 2
X
►
File Form 4720 if any Item Is checked in the "Yes° column, unless an exception applies . 1^9f1 Yes NoIn During the year did the foundation (either directly or Indirectly);
(1) Engage in the sale or exchange , or leasing of property with a disqualified parson? .... , . , , , . Q Yes ® No(2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ... [J Yes ® No(3) Furnish goods, services, or facilities to ( or accept them from) a disqualified person? EJ Yes(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ,,, _ .,,. Yes ® No(5) Transfer any Income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqual ified person)?_ .. Yes ® No(6) Agree to pay money or property to a government official? ( Exception. Check Ur
if the foundation agreed to make a grant to or to employ the official for a period aftertermination of government seance , If terminating within 90 days.) , Q Yea ® No
b If any answer is Yes' to la(1}(6), did any of the acts tail to qualify under the exceptions described in Regulations
section 53.4941 ( d)-3 or In a current notice regarding disaster assistance ( see page 22 of the instructions)? ..... _ _ .... „ /.A tbOrganizations relying on a current not ce regarding disaster assistance check here ..... . ... ... . „ , , „ , . „ „ Q
c Did the foundation engage in a prior year in any of the acts described In 1a, other than excepted acts, that were not corrected= 411111111111
before the first day of the tax year beginning In 2006? ........... ......... .. ............ ..... ........................ ..... tc X2 Taxes on failure to distribute Income (section 4942) (does not apply for years the foundation was a private operating foundation
defined In section 4942(D(3) or 4942())(5)):
e At the end of tax year 2006 , did the foundation have any undistributed income (lines 6d and 6e, Part )(III ) for tax year(s) beginningbefore 2006? Q Yes ® NoIf 'Yes,' list the years ,
b Are there any years listed In 2a for which the foundation Is not applying the provisions of section 4942(a)(2) (relating to incorrectvaluation of assets ) to the year 's undistributed Income? (It applying section 4942(a)(2) to all years listed , answer'No' and attachstatement - see instructions.) .................... ......................... ... ..... ... .. ... N/A. 26
e If the provisions of section 4942 (aX2) are being applied to any at the years listed in 2a, list the years here.
Sc Did the foundation hold more than a 2% direct or Indirect Interest in any business enterprise at any timeduring the year? .. ....... .... .... ... ...... .... ..... ... .. Yes ® No
b If'Yes. did It have excess business holdings in 2006 as a result of (1) any purchase by the foundation or disqualified persons after
May 26, 1969; (2) the lapse of the 5 -year period (or longer period approved by the Commissioner under section 4943(c)(7)) to disposeof holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C,
Form 4720, to determine it the foundation had excess business holdings In 2006.) „ . . . . ... . .. .. . „ .. „ N/A.. 3b
4a Did the foundation Invest during the year any amount in a manner that would jeopardize Its charitable purposes? ., , , . „ .. . .. ... . .. ... 4a X
b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that AnW Nohad not been removed from jeopardy before the first day of the tax year beginning in 2006? ........ ......... ... ....... . ..... ._._.. _ 4b X
Form (2006)
023541of-29-"?
THE W.J. AND LILLIAN KEMLER FOUNDATIONMARGARET SAVAGE , PRESIDENT 38-3384888 Paee
art V11-5 I Statements Regarding Activities for Which Form 4720 May Be equtre ContinuedSo During the year did the foundation pay or incur any amount to:
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? .., , , . , „ ,.,, .,,,,, ._ [] Yes ® No(2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or Indirectly,
any voter registration drivel .............. ......... .......... ............. ... . .... . ..... ......... .. (J Yes ®No(3) Provide a grant to an individual for travel, study, or other similar purposes? ........ Yes ® No(4) Provide a grant to an organization other than a chartable, etc„ organization described in section
509(a )( 1), (2), or (3), or section 4940(dH2)? .... ... ........ ..... . ...... ..... ... . ... ... ... . O Yes ® Na
(5) Provide for any purpose other than religious, charitable , scienbttc, literary, or educational purposes, or for
the prevention of cruelty to children or animals? „ . .,,,, {J Yes ® Nob It any answer vs'Yes to 5a(1)-(5 ), did any of the transactions tail to quality under the exceptions described in Regulations
section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ...NIA 5bOrganizations relying on a current notice regarding disaster assistance check here „ . _„ .. ...... .. . . ..0
c It the answer Is Yes' to question 5a (4), does the foundation claim exemption from the tax because it maintained
expenditure responsibility for the grant? N/A , [] Yes ED NoIf 'Yes,' attach the statement required by Regulations section 53.4945-5(d).
6a Did the foundation , during the year , receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? [] Yes ® Nob Did the foundation , during the year, pay premiums, directly or indirectly, on a personal benefit contract? Sb X
Ifyou answered ' Yes' to 6b, also file Form 8870.
7a At anytime during The tax year, was the foundation a party to a prohibited tax shelter transaction ? ...... . [] Yes ® No
.
b It yes, did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b
Part Vllls Information About Officers, Directors, Trustees, Foundation Managers, HighlyPaid Employees, and Contractors
1 List all officers , cNrectors, trustees, foundation managers and their compensation.
(a) Name and address(b) Title, and average
hours uer week devotedto position
(c) Compensation(i t not paid,enter -0 -
aaomoevnitemp reebmeflt qnswe a
wm°mn n
(e) enseaccoun otherallowances
MARGARET SAVAGE RESIDENT5328 MIRROR LAKE CT.W. BLOOMFIELD, MI 49323 5.00 0. 0. 0.
Z compensation of nve nignest-papa employees totter than those Inewaea on tine i). it none, enter "NUNS
(a) Name and address of each employee paid more than $50,000(b Title and average
ours per weekdevoted to position
(e) CompensationDConi5dnso
a ",m°o "'w oa
(a) Ex ens-8account, otherallowances
NONE_____
Total number of other employees paid over $50,000 ,,, ,,,, ,,,,,,,,,,,,, ,,,,,, ,,,, ,, ... ..... . ..... .................. .......,,.,, ..,.., 1 0
Form 990-PP (2006)
62355101.29-o?
. ,THE W.J. AND LILLIAN KEMLER FOUNDATION
Form 990-PF (2006 ) MARGARET SAVAGE, PRESIDENT 38-33 84888 Page 7
Part VIlI^ information About Officers, Directors , Trustees, Foundation Managers, HighlyPaid Employees , and Contractors Continued
3 Five highest-paid independent contractors for professional services. if none, enter °NONE."
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.. _„ „ . .. . ... . . ...... ......... .. ....... ...... ........ ........ ► Q
Lpart IX-A l Summary of oirect Charitable Activities
List the foundation' s four largest direct charitable actives during the tax year. Include relevant statistical Information such as thenumber of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELYTHROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS ANDDOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR PROGRAM
2
3
4
r'art f.A-e Summary of Program-Related InvestmentsDescribe the two largest progra m-related investments made by the foun datio n during the tax year on ones 1 and 2. Amount
I N/A
2
All other program-related investments. See Instructions.
3
Total. Add lines 1 through 3 . ► 0.
Form 990-PF (2006)
623561of-2e-o7
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF (2006) MARGARET SAVAGE, PRESIDENT 38-33 84888 Page 8
Part Xiii Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1 Fair market value of assets not used ( or held for use) directly In carrying out charitable , etc, purposes:
a Average monthly fair market value of securities Ia 1,805,225.b Average of monthly cash balances ..... ........ „ „ , . ... , „ ..... ..... „ lb 62,099.c Fair market value of all other assets .. ... .. . ...... ....... ... 1a
d Total (add fines la, b, and c) Id 1,8 97,52 17e Reduction claimed for blockage or other factors reported on lines is and
2 Acquisition Indebtedness applicable to line 1 assets „ ,,,.. . .... 2 0.
3 Subtract line 2 tram line Id . ....... ....................... ... ...... ..... ... .. ... ... .. 3 , 8 7 , 3 2 .
4 Cash deemed held for charitable activities . Enter 11/2% of line 3 (for greater amount, see Instructions) ._ „ ,,,, 4 2 8,0 1 0.5 Net value of noncharitable - use assets . Subtract line 4 from line 3. Enter here and on Part V, line 4 „ , „ .. ,,. ._ . . ,. 5 1 , 839,3r4 .B Minimum Investment return . Enter 5% of line 5 „ , .
Part XIDistributable Amount (see instructions) (Section 4942 (D(3) and (1)(5) private operating foundations and certainforeign organizations check here ► [] and do not complete this part)
t Minimum Investment return from Part X, line 6 ,......... . . .......... . 91 , 9 6 .2a Tax on investment Income for 2006 from Part VI, line 5 ,..... 2a 3 , 216 .b Income tax tar 2006 . (This does not include the tax from Part VI.) 2b
c Add lines 2a and 2b 2c 3 , 216.3 Distributable amount before adjustments. Subtract lire 2c from line 1 _. ,... 3 8 8, 7 5 0 .4 Recoveries of amounts treated as qualifying distributions. 4 0.
5 Add lines 3 and 4 ,,, ... „ , , _. „ , , ... 5 88, 751).6 Deduction from distributable amount ( see instructions)7 Distributable amount as adjusted. Subtract line 6 from line 5 . Enter here and on Part XIIi, line 1 .. „ . ...... ... . ....... „ 7 8 9 . 75 U-.
rP-ar-tW Qualifying Distributions (see instructions)
I Amounts paid (including administrative expenses ) to accomplish charitable, etc., purposes:
a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 „ „ , ,,,, , ,,,,,, .. ..._ 1s 70,593.
b Program-related investments - total from Part IX-8
2 Amounts paid to acquire assets used (or held for use) directly In carrying out charitable, etc., purposes 2
3 Amounts set aside for specific charitable projects that satisfy the:
a Suitability test (prior IRS approval required) .. , ....... ... ........... . .. 3a
b Cash distribution test (attach the required schedule) ,,,,,, 3b
4 Qualifying distributions . Add lines la through 3b. Enter here and on Part V, line 8, and PartXIII, line 4 4
B Foundations that quality under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part 1, line 27b ....... ...... ..... ..... ........ ...... 5 0
8 Adjusted qualifying distributions . Subtract line 5 from line 4 ,,,,, , ,,,, ....... . . .... .. _ ..._.. 8 70 , 59 3a
Note: The amount on line 6 will be used in Part V, column (b), In subsequent years when calculating whether the foundation qualifies for the section
4940(e) reduction of tax in those years.
Form 990-PF (2006)
65757101.29.07
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 99D-PF ( 2006) MARGARET SAVAGE, PRESIDENT 38-33 84888 Page 9
Part XIII Undistributed Income (see instructions)
I Distributable amount for 2006 from Part XI,
line 7
2 unC st+fbute0 tnoome, tl any, ai or the end or 2005-
Y 'e-'3 ^,i^,.. rY •u? ,q ^ ^ w'^ .t +Y `'r'^ :1i'Cyi ]• •,CS 1S : f..,-` '/
:':H.,-.^- 3?^'^., v ti •e ^>^,^_:.aC!',x'. %i`;V^'`^'-r [^:'f.>s'?M_-_1 r'k"
(d)2006
3 Excess distributions carryover, if any, to 2006:
a From 2001 -,
bFrom 2002
c From 2003
dFrom 2004 -,
a From 2005
I Total at lines 3a through a
4 Qualifying distributions for 2006 from
Part XI I, one 4: ► $ 70,593.
a Applied to 2005, but not more than line 2a
bApplied to undistributed income of prior
years (Election required - see instructions)
eTreated as distributions out of corpus
(Election required - see Instructions) ,•„dApplied to 2006 distributable amount „
e Remaining amount distributed out of corpus
5 Exoeae distributions earyover applied to 2006(e an amount "owe in column (dl, the mum amountmust be shown in ootum, (a}(
6 Enter the net total of each column asIndicated below;
a Corpus. AM l ines 31, 4C, and 4e. Subhoct One 6
b Prior years' undistributed Income. Subtract
line 4b from line 2b
c Enter the amount of prior years'undistributed income for which a notice ofdeficiency has been Issued, or on whichthe section 4942(a) tax has been previouslyassessed
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF (2006) MARGARET SAVAGE , PRESIDENT 38-3384888 Page 10Part Private Operating Foundations (see instructions and Part VII-A, question 9) N/A
1 a It the foundation has received a ruling or determination letter that it Is a private operating
foundation, and the ruling is effective for 2006, enter the date of the ruling ,,,,,,,, ,, ,, ,,,, ,,,,, ►b Check box to Indicate whether the foundation is a private operatin g foundation described in section 4942(j)(3 ) or L-j 4942 15
2 a Enter the lesser of the adwsted net Tax year Prior 3 years
Income from Part I or the minimum (a) 2006 (b) 2005 (c) 2004 (d) 2003 (e) Total
Investment return from Part X for
each year lsted ,..,, ,,, ,,,
b 85% of line 2a
c Qualifying distributions from Part XIi,
line 4 (or each year listed ...,, , ,
d Amounts included in line 2c not
used directly for active conduct of
exempt activities
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2cComplete 3a, b, or c for thealternative test relied upon:
a 'Assets' alternative test - enter.(t) Value of all assets
(2) Value of assets qualifyingunder section 4942(j)(3)(8)(i)
b 'Endowment' alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted . .. ...... ...
c 'Support' alternative test - enter.(1) Total support other than gross
Investment income (Interest,dividends, rents, payments onsecurities loans (section512(a)(5)), or royalties)
rt from(2) and
pp5oor moaexemptpublic
organizations as provided Insection 4942(1)(3XB)(fil) .,,,..
(3) Largest amount of support from
an exempt organization ,,........
(4) Gross Investment income ....Part Xv6 Supplementary Information (complete this part only ft the foundation nad b,UOD or more in assets
at any time during the year-see page 28 of the Instructions.)
1 Information Regarding Foundation Managers:
a list any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any taxyear (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONEb List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or
other entity) of which the foundation has a 10% or greater interest
NONE2 Information Regarding Contribution, Grant, Gfft, Loan, Scholarship, etc., Programs:
Check here ►O if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. itthe foundation makes gifts, grants, etc. (see Instructions) to Individuals or organizations under other conditions, complete items 2a, b, c, and d.
a The name, address, and telephone number of the person to whom applications should be addressed:MARGARET SAVAGE, PRESIDENT, 248-536-62005328 MIRROR LAKE COURT, WEST BLOOMFIELD, MI 48323
b The form in which applications should be submitted and information and materials they should include:WRITTEN DESCRIPTION OF CHARITY AND ITS SPECIFIC FUNDING NEED.
c Any submission deadlines:NONE
d Any restrictions or limitations on awards, such as by geograp hical areas, charitable field kinds of Inst itutions. mother factors,
623601 1 -29-01 Form 990-PF (2006)
• THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990•PF (2006 ) MARGARET SAVAGE, PRESIDENT 38-3384888 Pape t 1
art Supplementary Information (continued)3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient It recipient is an Individual,show any relationship to Foundation Purpose of grant or
Name and address ( home or business ) any foundation manager status of contribution Amountor substantial contributor recipient
a Paid during the year
SEE STATEMENT 10 { 1 LTotal ...... . ............ ......... ........................................................... .. .... ........ P. 3a 70,593.7
b Approved for future payment
NONE
Total ... ............ . ...... ► 3b I UU.62361101.29-07 Form 990-PP (2006)
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF (2006) MARGARET SAVAGE, PRESIDENT 38-3384888 Page tz
Part -A Analysis of Income-Producing Activities
Enter gross amounts unless otherwise Indicated . unre lated business income bxc%mso by Bcuon 512, 513, « 514 (e)(a)
s8
(b) PIL (d) Related or exempt
1 Program service revenue: code Amount Wde Amount function Income
g Fees and contracts from government agencies
2 Membership dues and assessments
3 Interest on savings and temporary cash
investments „ ... , . ... _ 1 20,217.4 Dividends and Interest from securities 1 3 555 Net rental Income or (loss) from real estate: !F^
a Debt-financed property
b Not debt-financed property.
8 Net rental Income or (loss) from personal
property! ...
T Other investment Income 1 200.8 Gain or (loss) from sales of assets other
than Inventory „ „ . 18 142,916.9 Not income or (loss) from special events ... .......
10 Gross profit or (loss) from sales of Inventory .. , . , ,
11 Other revenue:
a
b
cd
e12 Subtotal. Add columns (b), (d), and (e) „ ,. , . „ .., 0 . i 1-97 , 988 . 0.13 Total. Add line 12, columns (b), (d), and (e) ...... ... 13 197,988.
ISee worksheet In fine 13 Instructions to venry calculations.)
Part XVW Relationship of Activities to the Accomplishment of Exempt Purposes
Line No. { Explain below how each activity for which Income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment ofV the foundation's exempt purposes (other than by providing funds for such purposes).
Form 980-PF (2006)
THE W.J. AND LILLIAN KEMLER FOUNDATIONForm 990-PF (2006) MARGARET SAVAGE, PRESIDENT 38-3384888 Page 13Part Ron-nation Regarding Transfers To and Transactions and Relationships it onC antab e
1-Old the organization directy or Indirectly engage in any of the following with any other organization described in section 501(c) of 4m Yes Ncthe Code (other than section 50t(c)(3) organi ations) or In section 527, relating to political organizations?
a Transfers from the reporting foundation to a noncharltable exempt organization of.,
(1) Sales of assets to a noncharitable exempt organization .. , . , , „ . ... 1b 1 X
(2) Purchases of assets from a noncharitable exempt organization .., , , , , .. . ......... ....... ........ ......... l b(2) X(3) Rental of facilities, equipment, or other assets . . l b(3 )lb 9 X
(4) Reimbursement arrangements . . . I b (4 ) X(5) Loans or loan guarantees .......... ..... ...... .. .............. ... 1 1) (5) X(6) Performance of services or membership orfundralsing sollcttatlons ,....., ......... 1b 8 X
a Sharing of facilities, equipment, mailing lists, other assets, or paid employees ,,.,.. ,. „ .... ...... . „ ... . . ... ... .......... .. to Xd tf the answer to any of the above is 'Yes; complete the following schedule. Column (b) should always show the fair market value of the goods, ot
or services given by the reporting foundation, If the foundation received less than fair market value In any transaction or sharing arrangement, sh
her assets,
ow in
(a) Name of organization (b) Type of organization (c) Description of relationship
N/A
Under peoples of pabvy, I declare that I have eeamthed this return. hcludtrtp ecco nyanying schoduJa3 and Statamente, and to ft beat of my knowledDe and belief, it Is true, corned,
end complete Declaration of prep rer (other than taxpayer or n Is based on all Information of which paperer any knowbdge
ffi i bignature OT
rbPreparer's /+/J
0 M /Cr .", ^^40 Signature -^04 menune (eryows M ROUP, PLCw
a^ ^svanat '393 W. TWELVE MILE ROADsddress , endZ1Pco s FARMINGTON HILLS, MI 4833
CIS CASE-DO NOT CORRESPOND FOR
82902201-29.07
2e is the foundation directly or Indirectly affiliated with, or related to, one or more tax-exempt organ zatiions described
In section 501(c) of the Code (other than section 501(c)(3)) or to section 527?. ... . . .... .. ............ ................. .......... 0 Yes ® Nob If -Yes.' complete the following schedule.
THE W.J. AND LILLIAN KEMLER FOUNDATION M 38-3384888
ORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1
OURCE AMOUNT
BRILL LYNCH - 619-04267 3,646.RILL LYNCH - 619-041404 13,153.ILL LYNCH - INT PAID ON PURCHASES -280.
SEE REVERPLEASESEternerii Periode Account No. ^^If1(1 ^111:^1111 ^VI^ +t+^( ^^111 ^(III11^111111'^^1211 of 237 Year Ending 111 130t07 619-04M04 1 X111111 viii 11111011! 11111 X1111 1liii 01111111 IN
REALIZED CAPITAL GAIN AND LOSS SUMMARY
:rIptlon - ',. , Data of Acquisition ,.Date of Liquidation Sale Price Cost Basis
HUNT J B TRANS SVCS INt ^:?kar 8 +^ / 5 ' :?}4 ^r^i " ~ 616.97 448.94 168.03 LT
HUNT/ 8 TRANS SVCS IN 02/05107-';
Sam
8 107.52 40.56 LT
HUNT J B TRANS SVCS IN ^+ 05 02/05/0702/05/07+
^^ y;; lr^'^ ' l 8 1: uJ 19. 10 5.58 LTINGRAM MICRO INC CL A
01
^ r r " ,^'r L 305.75 99.27 LTINGRAM MICRO INC CL +4 08/0 0210610 •u^' Z r 218.40 71.37 LT(AC I INTERAC71VECORP 10/23/06 " 02/011 . r" ,flier tt•:s 119.94 33.49 ST
497.12 ST(115.12) ST(27.45) ST(28.31) LT(44.59) LT10.10 ST
(138.68) LT24.57 ST
(171.12) LT26.30 ST
(131.92) LT32.34 ST
(178.18) LT
. , . REALIZED CAPITAL GAIN AND LOSS SUMMARY
Lynch
THE WJ & LILLIAN KEMLER
REALIZED CAS LG^AIN AND LOSS SUMMARY"AA
Quantity Securf Description Date of A ulsitlon.,, 1 uldation Sale Price Cost Basis Gain or Loss
1,000.0000 TARGET CORP 5.87%M 2 uy,^ ,,t:wyr ^:^ F 19/07 S 1,014,05 17.49 ST2 ,000. 1)(300 HOUSEHOLD FIN COR 5.4 09`'` 18107 2,083.49 (40.83) LT4,000.0000 HOUSEHOLD FIN COR 5. 09 -`V/r3 08/05 /18/07 ^ -o ,i X4,045.72 =^c' 4,104.55 ( 58.83) LT1,000.0000 HOUSEHOLD FIN COR 5.8 04/27/06 4118/07 43^ti'^: 1,008.17 3.26 ST2,000 .0000 NM AMER GENL FIN CORD y 12/17/ ;tom.,, • . 4119107 2 ,050.88 (47.61) LT3,000.0000 NM AMER GENL FIN COR,^ 08/1 4119/07 +5° 3,054. 12 (49.20) LT1,000.0000 NM AMER GENL FIN CO D4 06 19107 1,001.65 976.62 25.03 ST7,000 .0000 FEDERAL HOME LN MTG 1 ,13/07 7,043 .24 7,355 . 74 (312.50) LT
12,000.0000 FEDERAL HOME LN MTG COR 0 113/07 12,074 . 13 12,358 .44 (284.31) LT4,000 .0000 FEDERAL HOME LN MTG CO 04 ^'. 04/13107 4,024.72 3,965. 12 59.60 ST8,000.0000 U .S. TREASURY BOND 504/25/07 .;^ ,6,279 . 14 6,554.73 (275.59) LT1,000.0000 U. S. TREASURY BOND 2 8 /25/07 r,' 52 992.66 53.86 ST1,000.0000 U.S. TREASURY BOND /06 125107 1,008.93 39.60 ST
14,000.0000 U. S. TREASURY NOTE 11108 /06 5107 14 '^"^. 14,209.62 35.93 ST6,000 .0000 US TSY 4.250% NOV 15 01/06/05 /07 5, 851.17??; 5,994.38 (143.21) LT3,000 .0000 US TSY 4.250% NOV 15 04/27/06 07 2,925.59 2,835. 82 89.77 ST13,000 .0000 US TSY 4.000% APR 1 - (3 O 05/23105 04 12 , 807.02 13 ,060.38 (253.36) LT2,000.0000 US TSY 4.000% APR 1 0 04/27106 04 1 , 970.32 }^r 1,933.75 36.57 ST
13,000 .0000 US TSY 4.675% MAY ti 9 08/15/08 04 ' rs 13,029.96 12 ,989.84 40.12 ST12,000 .0000 US TSY 4.625% FEB 1 , 03/15/07 04 • 11,982 .19 t? Y 12,083 .42 (101.23) ST
145.0000 ADVNCD MICRO D IN - ,u t 02/01 /07 07 '' r 1,921 .95 2,284. 94 (382.99) ST88.0000 ADVNCD MICRO DIN 02/13/07 /07 1,166.43 + 1,287. 19 (120.78) ST53.0000 ADVNCD MICRO D IN , 4# 03113/07 0107 A , 732.96 (30.44) ST87.0000 ABB LTD SPON 08/07/08 p 23/07 1 . 12S. 81 517.69 ST73.0000 ABB LTD SPON A tl 08/07/06 4124 /07 61 944 .65 423.96 ST1.0000 ABB LTD SPON A 17114106 04/24/07 15 .86 2.88 ST
55.0000 ASS LTD SPON AD 11115/ 04124/07 877.28 153.87 ST8.0000 ABB LTD SPON AD 11/1 04/24/07 14 127.18 22.81 ST
f, r. ^L1 to m Sl "' Y1 *A]: t. ^'fy Y, fir :•r' tiJANUS CAPITAL GROUP I f,'k^^<" ^/03 p ,,•0 +M^ 1'~+r^ J^^Y•t ^' ,785.77 432 .98 332.81 LT
261 1 ,460.05 (17.44) LTJOHNSON AND JOHNSON AA 04116 -'I.k4Y4;^4I U,y p ; , , 214t 2,172.58 273.62 LTJOHNSON AND JOHNSON 5' 0 04 G^• ^^ 04/18107 '
JOHNSON AND JOHNSON 0411610?v}^'y.^^ '' "''1" '$ 4 503.92 60.58 LTK 1^ ^^^'1f^•''_jY..o;1a;..,,4^y1;iC n^^ I
<
-
JOHNSON AND JOHNSON C: 08/0 l L^' ;;G 0411647c_, „JFS 9 r 3 %'sf , 845.77 95.08 LTJOHNSON AND JOHNSON 08/03/04 04/1610 1' a !• 5 1,8 9 -,o;-1 1,674.00 207.89 LTKONINKL PHiL E NY SH NEV 12/12/03 04/23, 4 ti 9 19 634.71 291.48 LT
WEBSTER FINL CP PV 6• _ ,:.• .• 91.55 LTWEBSTER FINL CP PV $0^ $q; (Q5/10107 178.27 184.07 (5.80) LTFEDERAL NATL MTGE ASS 1+ ^`+x•e Q5108 N 081 1^O r ? ^'^? r; Y 6,999.65 ^•i' 7,007.75 (8.10) STUS T5Y 6000% FEB 15 26 . ` : '••. '`6 '127107 ,.,,. ,;^'c^'UBh $3f}? ., „.'v`;.• • ,. 6450.00 ti^ c^ ar v 6,79904 (349.44) STUS TSY 8.125% AUG 15 2 ?3106!W",°•^F'{ Ji f)^`'7f)/l r!i^2^ i< ; ^ ;-... ; r-,7,443.67 8,064.52 (420.85) STABBOTT LABS 12/0`x°` . 20 1,632.84 409.36 LT
04ABBOTT LABS ti, +^ '^' 08/21/07 ^^ = S. _ ^s '^• 1 A ,f 5; = 1,065.69 385.36 LT8ANCO B VIZ ARGT SA AD i `'^^ 06/13/07 f^' SA O ` ^i ; , 8 7' `•^'":=,,^' 466,95 399.92 LTBANCO B VIZ ARGT SA ADI
^_•,ar. %^ STYhSa ! A. {w+8103BANCO B VIZ ARGT SA AD
NORDSTROM INCNORDSTROM INC ;^ •„ ••NORDSTROM INC , :.NORDSTROM INCOUESTAR CORP NPV,'_3.!-QUESTAR CORPQUESTAR CORP NQUESTAR CORP NPVSARA LEE CORP COMSARA LEE CORP COMSARA LEE CORP COMSARA LEE CORP COM','SARA LEE CORP COM -:SARA LEE CORP COM'k'SARA LEE CORP COJSARA LEE CORP C Y"SARA LEE CORP (il1iAISARA LEE CORP ,G•^o&l_SARA LEE CORP ;SARA LEE CORPTELLABS INC DEL PVI- C-T :'}1TIMKEN COMPANYTIMKEN COMPANYTIMKEN COMPANYVALASSIS COMMVALASSIS COMMUNCWINCVALASSIS COMMUNCN"IA{C-,VALASSIS COMMUNCN F41C,VALASSIS COMMUNCN C'.,VALASSIS COMMUNCN>VALASSIS COMMUNCVALASSIS COMMUNCN'C '
':= . •,
VALASSIS COMMUNCN ,:'WAL-MART STORES INC K
FNMA P555436 06%2033FNMA P725174 05 50% 201W,' -,,BANK ONE ISSUE ASS 2003_
'FEDERAL NAIL MTGE ASSN --,.CITI CC ISSUANC ASS 2003•;=-US TSY 4.500% FES 1S 203q,w
,.,AMBAC FJNCL GRP NY $0AMBAC FINCL GRP NY $0.0. , ;.AM ER INTL GROUP INCANDREW CORPANDREW CORPANDREW CORPANDREW CORPANDREW CORPAMYLIN PHARMACEUTLS IAMYLPN PHARMACEUTLSAPPLIED MATERIAL INCBRITISH AMN TOBACO S RBRITISH AMN TOBACO I RBK YOKOHAMA LTD J DRBK YOKOHAMA LTD J DRBG GROUP PLC SPOBRISTOL-MYERS SOUCRESCENT REAL EST TEXCRESCENT REAL EST TEXCRESCENT REAL EST TEX i;rrrCRESCENT REAL EST EXCRESCENT REAL ESTCRESCENT REAL EST ECRESCENT REAL EST ECRESCENT REAL EST EOCITIGROUP INCCHINA LIFE INS CO SPCHEVRON CORPCISCO SYSTEMS INCCISCO SYSTEMS INC C s, 3^4.CISCO SYSTEMS INC C(11 `COMMERCIAL METALS C mCOMMERCIAL METALS COCOMMERCIAL METALS COCOUNTRYWIDE FINANCIALCOUNTRYWIDE FINANCIAL RCOUNTRYWIDE FINANCIAL
INTEL CORPINGERSOLL RAND CO LTD;i4'INTL BUSINESS MACHINES',;;.ING GP NV SPSO ADRKOHLS CORP WISC PV 1CT. '«KUBOTA CORP ADR'r`LEHMAN BROTHRS HLD0MGIC INVT CORP WIS I i:j^•
MOTOROLA INC M ,;;tiNEWFIELD EXPL CONOVARTIS ADRNOVARTIS ADRNESTLE S A REP RG SHNESTLE S A REP RG SH .4%NESTLE S A REP RG SHNESTLE S A REP RG SHNORDSTROM INCNOVELLUS SYS INCOGE ENERGY CORP PV $0OGE ENERGY CORP PV $0!,PRUDENTIAL FINANCIAL I s r },PEPSICO INC F+ rROCKWELL AUTOMATION I +SUN HG KAI PPTY SPSD AD LeiSECOM CO LTD ADRSMITHFILDS FOODS PV$D.54
'N q t^BIOGEN IDEC INCBtOGEN IDEC INCSEA SYSTEMS INC y M 'TcsBEA SYSTEMS INC (9MSEA SYSTEMS INC IMSEA SYSTEMS INC 68'BEA SYSTEMS INC • tiBAXTER INTERNTL INC ,CONSECO INCCONSECO INCEXPRESS SCRIPTS INCE.ON AG ADREON AG ADRFOREST LABS INC v +^FOREST LABS INCGLOBAL PMTS INC GEORGJ, ,GLOBAL PMTS INC GEORG^&%GLOBAL PMTS INC GEORGI l'':GLOBAL PMTS INC GEORGIGLOBAL PMTS INC GEORGI sGLOBAL PMTS INC GEORGI 'GLOBAL PMTS INC GEORGI
Application for Extension of Time To File anExempt Organization Return► File a
OMB No. 1545.1709
for each return.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box , ..,, , ._. „ ►• If you are filing for an Additional (not automatic) 3-Month Extension , complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.
Part 1>f Automatic 3-Month Extension of Time. Only submit original (no copies needed).
Section 501(c) corporations required to file Form 990•T and requesting an automatic 6•month extension - check this boxand complete Part I only ► []
All other corporations (including 1120-C !Hers), partnerships, REM/Cs, and trusts must use Font 7004 to request an extension of timeto file income tax returns.
Electronic Filing (a-file). Generally, you can electronically file Form 8888 if you want a 3-month automatic extension of time to file one of the returnsnoted below (6 months for section 501(c) corporations required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you wantthe additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069 , or 8870, group returns , or a composite or consolidated Form990-T. Instead , you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic filing of this form,
- visit www.irsgov/ewe and click on a-file for Charities & Nonprollts.
Type or Name of Exempt Organization
print THE W.J. AND LILLIAN KEMLER FOUNDATIONMARGARET SAVAGE, PRESIDENT
File by thedue date for111109 Yourreturn seekib,Clbns
Employer Identification number
38-3384888Number, street , and room or suite no. If a P.O. box, see instructions.39300 W. TWELVE MILE ROAD, NO. 100
City, town or post office , state , and ZIP code. For a foreign address, see instructions.
FARMINGTON HILLS, MI 48331-2989
Check type of return to be frled(file a separate application for each return):
Q Form 990 El Form 990•T (corporation) [] Form 4720
Q Form 990-BL 0 Form 990-T (sec. 401 (a) or 408(a) trust) El Form 5227
Q Form 990-EZ (l Form 990-T (trust other than above) 0 Form 6069
® Form 990-PF Q Form 1041-A [l Form 8870
• The books are In the care of ► MSW GROUP , P . L . CP.L.C.TelephonoNo ( 248)539 - 620 0 FAXNo. ► 248 53 6 -6201
• If the organization does not have an office or piece of business in the United States , check this box _ .. . ...... .. .. _.. . ► Q• If this Is for a Group Return , enter the organization 's four digit Group Exemption Number (GEN) . If this Is for the whole group , check thisbox ► 0 . If it is for part of the group , check this box ►0 and attach a bat with the names and ElNs of all members the extension will cover.
1 I request an automatic 3month (6-months for a section 501(c) corporation required to file Form 990-1) extension of time untilJULY 15 , 2008 , to file the exempt organization return for the organization named above. The extension
is for the organization 's return W.
►Q calendar year or
►® tax year beginning DEC 1, 2 0 0 6 , and ending NOV 30, 2007
2 If this tax year is for less than 12 months, check reason: El Initial return U Final return El Change in accounting penod
3a If this application is for Form 990.BL, 990-PF, 990.7, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See Instructions. 3a $ 6,676.
b If this application is for Form 990PF or 990.7, enter any refundable credits and estimated
tax payments made. Include any rkx year ov nt allowed as a credit. 3b $ 1 , 17 6 .
c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required,
deposit with FM coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System).
See instructions. 3c $ 5,500.
Caution. It you are going to make an electronic fund withdrawal with this Form 8868 , see Form 8453-EO and Form 8879-EO for payment instructions.
LHA For Privacy Act and Paperwork Reduction Act Notice, see Instructions . Form 8868 (Rev. 4-2007)