1nee&V~EOE~-dl E1*'s+JT1e8s - Foundation Center990s.foundationcenter.org/990pf_pdf_archive/382/382708121/... · c Ad Ill ste it net I nco me of negawe enter 0 ~T 1 ... check here

Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust

Treated as a Private Foundation shoo may be able to use a copy o/ this return to satisfy state reporting requirements

OMB No 54i0D5t

LOOL Oeperhnen[alinaTieefury Internal Rsvenue9ervlm Note The

For calendar year 2002, or tax year Ci and

UsetheIRS Name of organization

label Otherwise, JOHN A. & MARLENE L . BOLL FOUNDATIO

print Numberenastreet (orPO ewnumeerllmeillanolaaNweetestreet aearms) ortypa 100 MAPLE PARK BLVD .

See Specific City or town, state, and ZIP code Instructions T . CLAIR SHORES MI 18081-2253

H Check type otorganization OX Section 501 (c)(3) exempt prrvate foundation E] Section 4947(a)(1) nonexempt charitable trust = Other taxable private foundation

I Fair market value of all assets at end of year J Accounting method OX Cash (from part 11, col (c), line 16) = Other (specify) 111 .$ 10,358,934

.

(Part 1, column (d) must be on cash basi Lpp11jJ Analysis of Revenue and Experts

83 as bookT s (The total of arrounts In coltinnn, (b) I.)

and (d) 11, not (a) Reverpu.9'and expenses per books

Employer Identification number

2,027

E 18 Taxes STMT 5 19 Depreciation and depletion

E 2D Occupancy 4 21 Travel, conferences, and meetings c 22 Printing and publications of 23 Other expenses STMT 6

2 24 Total operating and administrative K expenses Add lines 13 through 23 0 25 Contributions, gifts grants paid

26 Total expenses and disbursements

1 .

27 Subtract line 26 from line 12 a EoWs of menue wer "WSW WO disbU ts 0, te Not Investment Income of naoam,a . .

~T c Ad Ill ste it net I nco me of negawe enter 0 1 us LHA For Paperwork Reduction Act Notice, see the Instructions

I

Form 990-PF (2002) /1-

15070808 726043 BOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFND1

Form UWO-PF

Eb C01:1

0 LU Z 2:

1 Contnbutions grits grants . etc , received Chack 111- a) dille foundition Is not =rW toattidt Sch. B

2 Distributions from split-interest trusts Interest on Savings and turnponery Mh iwntrnarla

4 Dividends and interest from securities 5a Gross rents b (Not rental Incorrai or Poss)

Be Net ~atn or OWS) frorn .1. T..te not line 0

c le Gross salas prce for W 1,578,769 . WaSt, on line as

M 7 capital gain not finconne (frorn Part N line 2)

8 Not short-term capital gain 9 Income modifications 10a Gro.s'== newma social

b LaW Cost of goods sold

c Gross profit or (loss) 11 Other income 12 Total Add lin@L~4" 11

1nee&V~EOE~-dl torstrind.'eto

n Ut wages

STMT 4 E1*'s+JT1e8s

Ftoo"aults

118

_J Accrual

s)

(G) Net investment income

2,02

B Telephone number 586-777-4770

C if uwnouon eppilmuon b priding chack here 10.0

01 Foreign organizations, check here Pip-E-1 2 Foreign orpeniretbna mmdnp tie BS% lot, UsY ode and eMClh comPutnuan

E If private foundation status was terminated under section 507(b)(1)(A), check here

F It the foundation is in a 60-month termination-

(c) Adjusted pat lob oiaeuoemeno income brUMteblspurposes

(wn nova only) N A

STATEMENT 2 : RTATRMFNT 3

STATEMENT 1

0 .

0 .

0 .

End of

12,539,933 .1 11 .734,229

Organizations that follow SFAS 117, check here P. U and complete lines 24 through 26 and lines 30 and 31 x

24 Un restricted `m 25 Temporarily restricted m 28 Permanency restricted

Organizations that do not follow SFAS 117, check here 10' and Complete lines 27 through 31

27 Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds

°' 30 Total net assets or fund balances 2

0 . 0 .

7

Part III 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, line 27a 3 Other increases not included in line 2 (itemize) 4 Add lines 1, 2, and 3 5 Decreases hat included in line 2 (itemize) 11111 8 Total hat assets or fund balances at end of veer (line 4 minus line 51- Part II, column M. line 30

12,539,933 . <805,704 .>

0 . 11,734,229 .

0 . 11,73 229 .

Fmm B90-PF Rooz)

2

17210807 726043 BOLLFND 2002 .06000 JOHN A. & MARLENE L . BOLL F BOLLFNDI

Form 91,3a-PF (2002) JOHN A . & MARLENE L .

Balance Sheets PaA II ~�,m,nae.am,aw�~,sdu,.

1 Cash -non-interest-Deannp 2 Savings and temporary cash investments 3 Accounts receivable 10'

Less allowance for doubtful accounts

4 Pledges receivable 10'

Less allowance for doubtful accounts 1 5 Grants receivable 8 Recerva6les due from officers, directors, trustees, and other

disqualified persons 1 OlvnalsanOlowmNaUle 1

Less allowance fordoubtful accounts 1

8 Inventories for sale or use N 9 Prepaid expenses and deferred charges

10a Investments-US and state government obligations D Investments -corporate stock STMT 7 c Investments - corporate bonds

11 imcmims ianaeundnpsanaewiommtbasis 110.

l8Y[ullUUh7RptRll00n ,

12 Investments-mortgage loans 13 Investments - other 14 Land, buildings, and equipment basis 10'

Leammiaeaaomrinum 110.

15 Other assets (describe ~

17 Accounts payable and accrued expenses 18 Grants payable

d 19 Deterred revenue 20 Low, homolflcen,Clieclon mat. and ONerGISqueiIfieGpenona

n 21 Mortgages and other notes payable

J 22 Other liabilities (describe

Book Value Book Value

4

(c) Fair Market Value

464 380 .

9 894 554 .

10,358,934 .

777511 Ol-Z7 W

(a) List and describe the kind(s) of property sold (e g , real estate, 2-story b ri c k wa r eh o u se, o r common s tock, 200 s h s MLC Co )

SEE ATTACHED STATEMENT

(e) Grass sales price (0 Depreciation allowed (q) Cost or other basis (or allowable) plus expense of sale

in column (h) and owned by the foundation on 12/31/69 (I) Adjusted basis (k) Excess of coi (q aso112/31/69 over cal (~),itany

(I) Gains (Col (h) pain minus col (k), bud not less khan -0") Or

Losses (from col (h)) (I) F M V as of 12/31/69

N/A

Q Yes D NO

Distribution ratio (b) divided by c01 (C))

.0673751

.097312 :

.080284',

.075573!

.068797

.3893421

Was tie organization liable for tie section 4942 tax on the distnbutahle amount o1 any year in the base period?

for each year, see instructions before (6)

Adjusted qualifying distributions

691,340 .

1 Enter the appropriate amount in

09

7 Add lines 5 and 6

3 17210807 726043 HOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI

for assets

2 Capital pain net income or (net capital loss) { If am, also enter in Part 1, line 7 1 It (loss), enter-0- in Part I, line 7 1

3 Net short-farm capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) if (loss), enter -0-m Part i line 8

(Far optional use by domestic pmate foundations subject to the section 4940(a) fax on net investment income ~

It section 4940(d)(2) applies, leave this part blank

8 Enter qualifying distributions from Part XII, line 4 1 8 ~ 1,355,095 .

If line 8 is equal to or greater than line 7, check tie box in Part VI, line t b, and complete that part using a 1 % tax rate See the Part VI instructions

zz3sz,A,-zim Fog 990-PF (2oo¢)

(c Date acquired (d) Datesald ~mo,day,yr) (me ,day,yr)

(n) Gain or (loss) (e) plus (f) minus (g)

eking any entries (c)

Net value of noncharitahle-use assets

2 Total of line 1, column (d) 3 Average distribution ratio for the 5-year base Denod -Orvide the total on line 2 6y 5, or by the number of years

the foundation has been in existence if less than 5 years

4 Enter the net value of noncharitable-use assets for 2002 from Part X, line 5

5 Multipy line 4 byline 3

8 Enter 1% of net investment income (1% of Part I, line 27b)

Form90-PF(20D2) JOHN A . & MARLENE L . BOLL FOUNDATION Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b) 49401 to Exempt operating foundations described in section 4940(4)(2), check here " ~ a n0 enter 'N/A' on line 1

Date of ruling letter (attach copy at ruling letter If necessary-see Instructions) 6 Domestic organizations that meet the section 4940(e) requirements in Part V, check here " O and enter 1 %

of Part I, line 27b c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4%, of Part I, line 12, col (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -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-) 5 Tax based on Investment Income Subtract line 4 from line 3 It zero or less, enter-0- 6 Credits/Payments a 2002 estimated tax payments and 2007 overpayment credited to 2002 Ba 15 6 Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6e 2 d Backup withholding erroneously withheld

7 Total credits and payments Add lines Sa through 6d 8 Enter any penalty for underpayment of estimated tax Check here = d Form 2220 is attached 9 Tax due lithe total of lines 5 and 8 is more than line 7, enter amount owed

10 Overpayment It line 7 is more than tie total of lines 5 and 8, enter the amount overpaid 11 Enter the amount of line 10 to be Credited to 2003 estimated tax " 2 8 6 . ~ Relu

38-2708 or

17 .500 .

1110. 11.

d Enter tie amount (d any) of tax on political expenditures (section 4955) imposed during tie year (1) On the organization " $ 0 . (2) On organization managers " S 0 .

e Enter the reimbursement (if any) paid by tie organization during the year for political expenditure fax imposed on organization managers " a 0 .

2 Has the organization engaged in any activities that have not previously been reported to the IRS 11 "Yes," attach a detailed description of the activities

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles at incorporation, or bylaws, or other similar instruments If "Yes," attach a conformed copy of the changes

4a Did the organization have unrelated business gross income at $1,000 or more during the year b If'Yas; has it filed a tax return on Form 990-T for this years N/A

X

6 X 7 X

8h X

g X X 10

11 X

777-4770 48081

0 II the answer is 'Yes'to line 7, has the organization furnished a copy at Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G9 If "No,"attach explanation

9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions for Part XIV)) If "Yes," complete Part XIV

10 Did any persons become substantial contributors during the tax years it ve,, attach a scneeme esono Mao- ne~ end eaa~m 11 did the organization comply with the public inspection requirements for its annual returns and exemption applicaUOn9

Web site address " N/A 12 The books are in careot " KRISTINE B . MESTDAGH Telephone no "L

Locatedat " 100 MAPLE PARK BLVD ., # 118, ST . CLAIR SHS, MI Z1P+4 13 Section 4947(a)(7) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here

4 17210807 726043 BOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI

17,214 .

1 a During the lax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?

6 Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? I/ the answer is "Yes" to 1 a or 1 b, attach e detailed descnpnon of the activities end copes of any materials published or distributed by the organization in connection with the activities

e Did the organization file Form 1120-POL far this year

X

X

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year 11 "Yes, " attach the statement required by General Instruction T

B 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 stale law

remain in the governing instrument 7 Did the organization have at least E5,000 in assets at any time during the year

If "Yes," complete Pert Il, cot (c), end Pert XV Be Enter the states to which the foundation reports or with which it is registered (see instructions)

MICHIGAN

and enter the amount of tax-exempt interest received or accrued during tie veer 10- 1 73 1 N/A 223531 01-27 03 Fpm, 990-PF Rome

5 17210807 726043 BOLLFND 2002 .06000 JOHN A. 6 MARLENE L . BOLL F HOLLFNDI

Form 980-PF(2002) JOHN A . & MARLENE L . BOLL FOUNDATION 38-2708121 Pape5

Part VII-8 Statements Regarding Activities for Which Form 4720 Ma Be Req uired File Form 4720 if any item is chalked m the "Yes" Column, unless an exception applies Yes NO

1a Du ring the year did the organization (either directly or indirectly) (1) Engage in the sale or exchange, or leasing of property with a disqualified persons 0 Yes 0 No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept rt from)

a disqualified persons ~ Yes EXI No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? Yes EK No (C) Pay compensation to, or pay or reimburse the expenses ot, a disqualified persons EXI Yes 0 No (5) Transfer any income or assets to a disqualified person (or make any of either available

tar the benefit or use of a disqualified person) ~ Yes 0 No (6) Agree to pay money or property to a government official? (Exception Check'No'

if the organization agreed to make a grant to or to employ the official for a penad attar termination of government service, d terminating within 90 days ) D Yes D No

D II any answer is Yes'to ta(1)-(6), did any of the acts fail to quaky under the exceptions described in Regulations section 53 4941(U)" 3 or in a current notice regarding disaster assistance (see papa 19 of the instructions)? 113 X ,

Organizations raying on a current notice regarding disaster assistance check here ~ 0 e Did the organization engage in a poor year in any of the acts described in 1a, other than excepted acts, that were not corrected

before the first day of the tax year beginning in 20027 1c X 2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation

defined in section 4942(j)(3) or 4942(j)(5)) a At the end of tax year 2002, did the organization have any undistributed income (lines 6d and 6e Part XIII) for tax year(s) beginning

before 2002 D Yes W No ' If Yes,' list tie years " ,

h Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect , valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2) to all years listed, answer 'No' and attach statement -seeinstructions ) N/A 2D

a It the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here f 1110.

3a Did the organization hold more than a 2 /, Aired or indirect interest in any business enterprise at any time during the years ~ Yea EKI No

D It Yes,' did it have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer penad approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase folding penod7 (Use Schedule C, Form 4720, to determine d the organization had excess business holdings in 2002 ) N / A 36

4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes <a X

6 Did the organization make any investment in a poor year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2002 , 4D X

Sa During the year did the organization pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(a))? D Yes M No , (2) Influence the outcome of any spastic public election (see section 4955), or to carry on, directly or Indirectly,

any voter registration drive? El Yes EKI No (3) Provideapranttoanindrvidualfortraval,study,orothersimilarpurpases? DYes ENO (4) Provide a grant to an organization other than a charitable, etc , organization described in section

509(a)(1), (2), or (3), or section 4940(d)(2)? D Yet M No

(5) Provide for any purpose othertnan religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals D Yes D No

h If any answer is 'Yes' to Sa(t )-(5), did any of the transactions fail to quality under the exceptions described in Regulations section 53 4945 or m a current notice regarding disaster assistance (sae insiructions)7 N/A Sb

Organizations raying on a current notice regarding disaster assistance check here e If the answer is Yes' to question 5a(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A =Yes No I! "Yes,"attach the statement required by Regulations section 53 4945-5(d)

Be Did the organization, during the year, receive any funds, directly or Indirectly, to pay premiums on a personal benefit contacts D Yes 0 No

h Did the organization, during the year, pay premiums, directly or indirectly, an a personal benefit contract? ~6h~ Y X Y 1/ you answered 'Yes' to 66. also rile Form 8870

Fom, 990-PF (2oos)

zxas., of za-m

fOHN A . & MARLENE L . BOLL FOUNDATION 38-27081 ion About Officers, Directors, Trustees, Foundation Managers, Highly ployees, and Contractors ors, trustees, foundation managers and their compensation.

(a) Name and address (b) Tills, and average (c) Compensation (d~conmemmsm

hours per week devoted (Ilnotpaid , °"°~,°~.°"m,fi,y""' to P osition enter -0- c om

D IRECTOR ROAD UNIT B

0 .

0 . 0 INE B . M ROVENCAL E POINTE

Title and (a) Name and address of each employee paid more than $50,000

Total number of other employees paid over $50,000 3 Five highest-paid independent contractors for professional services If none, enter

(a) Name and address of each person paid mare than $50,000 of service

Total number of others receivin g over $50,000 for professional services Part IX-A Summary of Direct Charitable Activities List the foundation's lour largest direct charitable activities during the tax year Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc

t N/A

2

3

4

Expenses

aaai of-ioa9m Form 890-PF Rpp2l

6 17210807 726043 BOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI

PertWlll

fist au umc

PUMPKIN

IRECTOR

0

0

000

(e) Compensation

e

1 Minimum investment return from Part X, line 6 1 o L 3d o g .

2a Tax on investment income for 2002 tram Part VI, line 5 2a 17 , 214 .

b Income tax for 2002 (This does not include the tax from Part VI ) 2D c Add lines 2a and 2b 2c ' 17 , 2 14 .

3 Dislnbuta6le amount before adjustments Subtract line 2c from line 1 3 608 , 650 .

4a Recoveries of amounts treated as qualifying distributions 4a 0 . b Income distributions from section 4947(a)(Y) trusts Ob 0c Add lines 4a and 46 4c~, 0

g Addlines 3and4c 5 608 650 . g deduction tram distributable amount (see instructions) ~ 6 ~ 0 7 Dlstribulable amount as adjusted Subtract line 6 from line 5 Enter here and an Part XIII, line 1 7 608,650 .

Part XII Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses,contributions,pifls,etc-total from Part 1,column (u),line 26 7a 1 , 355 , 095 .

0 Program-relatadinvestments -Total from Part l%-B 10 0 .

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 (poor IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b

4 Qualifying distributions Add lines 1a through 3b Enter here and on Part V, line B, and Part XIII, line 4 4 1 , 355 , 095 . 5 Organizations that quality under section 4940(e) for the reduced rata of tax on oat investment

income Enter 1 °/, of Part I, line 27b 5 17 , 2 14 .

6 Adjusted qualifying distributions Subtract line 5 from line 4 ~ 6 ~ 1,337,881 .

Note me amount online 6 will be used in Pert V, column (6), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years

co. 890-PF Roon

223561 01 23 03 7

17210807 726043 BOLLFND 2002 .06000 JOHN A . fi MARLENE L . BOLL F BOLLFNDI

Form 49,0-PF(2002) JOHN A . b MARLENE L . BOLL FOUNDATION 38-2708121 Page 7

Part IX-8 Summary of Program-Related Investments

Describe the two largest pro0ram-related investments made by the foundation during the tax year on lines 1 and 2 Amount t N/A

2

All other program-related investments See Instructions 3

Total Add lines 1 through 3 I I 0 .

Part X Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions )

1 Fair market value al assets not used (or held far use) directly in carrying out charitable, etc , purposes , a Average monthly fair market value afsecurities la 12 , 34-6 , 803 .

6 Average otmonthly cash balances 16 361 100 .

C Fair market value of all other assets Ic d Total (adalines la,6,andc) id 12 707 903 .

e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) to

02 Acquisition indebtedness applicable to line 1 assets 2 ^ 0 3 Subtract line 2from line ld 3 12 70-7 , 903 . 4 Cash deemed held for charitable activities Enter 1 7R% of line 3 (for greater amount, see instructions) 0 190 , 619 .

5 Net value of nancharitahle-use assets Subtract line 4 from line 3 Enter here and an Part V, line 4 -~ 5 ~~ 12, 517,284 . 6 Minimum Investment return Enter 5% of line 5 I ti I 625 , 864 .

PBr~ XI DIStrIbUtable Amount (see instructions) (Section 4942(j)(3) and (1)/5) private operating foundations and certain foreign oraanizahons check here 1 I-I and do not comolete this oaA )

Form 99P-PF(2002) JOHN A . fi MARLENE L . BOLL FOUNDATION 38-2708121 Page e

Part X111 Undistributed Income (see instructions)

lel I (b) I W uDUS Years onar to 2001 2007

(d) 2002

0 .

608 650 .

0 .

0 .

Form 980-PF RBI

0

852 .

O

2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI 17210807 726043 BOLLFND

1 Dislnbutable amount for 2002 from Part XI, line 7

2 UndISNbutad Income if eny u of Me end 012001

a Enter amount for 2001 only 0 Total for prior years 2000, 1999 , 1998 ,

3 Excess distributions carryover, if any, to 2002 . a From 1997 83 , 852

hFrom 1998 187 800 . sFrom 1999 211 044 . dFrom 2000 313 , 026 . eFrom 2ooi 193 144 . f Total of lines 3a through a

4 Qualifying distributions for 2002 from Part Xllline 4 " S 1,355,095 .

a Applied to 2001, but not mare than line 2a 6 Applied to undistributed income of prior years (Election required -see instructions)

c Treated as distributions out of corpus (Election required " see instructions)

d Applied to 2002 distnbutable amount e Remaining amount distributed out of corpus

5 Excess Gotnbutlons carryover applied! to 7007 (If en amount eppeen In column (d) Me mine amount must be shown in wlumn ( .) )

6 Enter tie net total of each column as Indicated below

7 Corpus Add linen 31 dq end 4e SubVect Ilna 5

6 Prior years undistributed income Subtract line 4b from line 2b

c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which tie section 4942(a) tax has been previously assessed

d Subtract line 6c from line 66 Taxable amount - see instructions

e Undistnhuted income for 2001 Subtract line 4a from line 2a Taxable amount-see instr

1 Undistributed income for 2002 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2003

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(6)(1)(E) or 4942(8)(3)

8 Excess distributions carryover from 1997 not applied an line 5 or line 7

9 Excess distributions carryovar to 2003 Subtract lines 7 and 8 from line 6a

10 Analysis of line 9 a Excess from 1998 187 800 . 0 Excess from 1999 211 0 4 4 . c excess tram 2000 313 026 . dExcess from 200i 193, 144 .

227571 07-77 OJ

1,735,311 .

0 .

0 .

1 a It the foundation has received a ruling or determination letter that d is a private operating foundation, and the ruling is effective for 2002, enter the dale of the ruling 110.

b Check box to indicate whether the organization is a 2 a Enter the lesser of the adjusted net Tax

income from Part I or the minimum (a) investment return from Part % for each year listed

6 85% of line 2a e Qualifying distributions from Part XII,

line 4 for each year lined 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 tram line 2c

3 Complete 3a, b, or c for the alternative test relied upon

a 'Assets' alternative test - enter (1) Value of all assets

(2) Value of assets qualifying under section 4942(j)(3)(B)(i)

b 'Endowment alternative test - Enter 2/3 of minimum investment return shown in Pad X, line 6 for each year lined

C 'SuppoR' alternative lest-enter (7 ) Total support other than gross

investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)

(2) Support from general public and 5 or more exempt organizations as provided in section a9a2(l)(3)(6)(u)

(3) Largest amount of support from an exempt organization

ear Prior 3 yea 2002 I (h) 2001 I (c) 2000 (a) Tote I

9 17210807 726043 BOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI

Form 99D-PF(2002) JOHN A . & MARLENE L . instructions and Part VII A,

Part XY Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year-see page 25 of the instructions.)

1 Information Regarding Foundation Managers a List any managers of the foundation who have contributed mare lean 2°/, of the total contributions received by the foundation before the close of any tax

year (but only it they have contributed more than $5,000) (See section 507(0)(2) )

SEE STATEMENT 8 h 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°h or greater interest

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc, Programs Check here 1 = if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds It the organization makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and 0

a The name address, and telephone number otlhe person to whom applications should be addressed JOHN A . & MARLENE L . BOLL FOUNDATION, 100 MAPLE PARK BLVD ., SUITE 118 ST . CLAIR SHORES, MI 48081 (586) 777-4770

h The form in which applications should be submitted and information and materials they should include

e Any submission deadlines

d Any restrictions or limitations on awards, such as by geographical areas, chantabla fields kinds of institutions or other factors EDUCATIONAL SCHOLARSHIPS TO INSTITUTIONS WITH CURRICULUM BASED, IN PART, UPON JUDEO-CHRISTIAN TRADITIONS . 273591N1 23-d7 Fortn990-PF R002)

223601101 23-03 F..990-PF Raw) 10

17210807 726043 BOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI

~o7 aOl7a~ 0i3 norm 990-PF ¢oox)

11

17210807 726043 BOLLFND 2002 .06000 JOHN A . S MARLENE L . BOLL F BOLLFNDI

Form 9uA-PF(2002) JOHN A . fi MARLENE L . BOLL FOUNDATION 38-2708121 Paoetl Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated unmieieuuusninssmwmn tzauawaecuonsizstaorma

1a1 (h) 1°U (d) Related orexempt Business sion Amount Amount function income 1 Program service revenue code 8 b c a e f p Fees and contracts from government agencies

2 Membership dues and assessments 3 Interest on savings and temporary cash

investments 14 2 027 . a Dividends andinterest from securities 14 1-8-5- F 757 . 5 Net rental income or (loss) from real estate a Debt-Lnance0 property to Not debt-financed property

6 Nat rental income or (lass) from personal property

7 Other investment income B Gain or (1055) from sales of assets other

than inventory 18 406 808 . 9 Net income or (loss) from special events 10 Gross profit or (lass) from sales of inventory 11 Other revenue

a b e d

e 12 Subtotal addcolumns (b),(o),and(e) ~ ~ 0 .1 594,592 . 0 . 13 Total Add line 72, columns (b), (0), and (e) 13 594,592 . (See worksheet in line 73 instructions to verify calculations

Part. XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

Line No I Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the organization's exempt purposes (other than 6y providing funds for such purposes)

Form 9PA-PF(2002) JOHN A . 6 MARLENE L . BOLL FOUNDATION 38-2708121 Page i2 Part XVII Information Regarding Transfers To and Transactions and Relationships With Nonchantable

X

(6) Performance of services or membership or fundraising solicitatioEl ns 1b 6 e Sharing at facilities, equipment, mailing lists, other assets, or paid employees e d It the answer to any of tie above is 'Yes,' complete the following schedule Column (b) should always show the fair market value of the goods, other assets,

or services given by the reporting organization It the organization received less than lair market value in any transaction or sharing arrangement, show in

2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations descnbed in section 501(c) 01 the Code (other than section 501(c)(3)) or in section 527 El Yes EXI No

Indudlnp eorompenYlnp scPSOYIea eM "tete~b, NO a Me Omt al m/ knowleape and W101 it IS true oo~mct y) b enaa on @1I inrormeuon al wnicn orepom no My knavnaapa

u5eer Wdumo un, end wrtyNe D erehon

d , Signattire at office

Preparer's' i 2' signature

trustee

Rrm~wm(«wurs MICHAEL E . OLDS, C '18720 MACK A, SUITE GROSSE POINTS FARMS, M

17210807 726043 BOLLFND 2002 .

Did the organization directly or induecty enpape in any of the following with any other organization described in section 501(c) at the Code (other than section 501(c)(3) organizations) or In section 527, relating to political organizations?

a Transfers from the reporting organization to a noncharRa6te exempt organization of (1) Cash (2) OlhBr355Bt5

III Other Transactions

(1) Sales of assets to a noncharitable exempt organization (2) Purchases of assets from a nonchantaDle exempt organization (3) Renal of facilities, equipment, or other assets 14) Reimbursement arrangements (5) Loans or loan guarantees

X

I deden Met I nrv. eurtYneU Mb al PoSWv (.M. Men wm?r 0,

zzaszi of za-ro

Date acquired l (O) Date sold no ,day, yr) (mo,day,yr)

n

(1) Depreciation allowed I (p) Cost or other oasis (or allowable) plus expense of sale

ompiete only nor assets

(I) F M V as of 12/31/69

in column (h) and owned by the foundation on 12/31/69 (/) Adjusted basis (k) Excess of col (p as of 12/3

1 /69 over Cal (1), it any

(q posses (from cal (h)) Gains (excess of col (h) gain over cal (k),

huh nod less than'-0=)

13 17210807 726043 BOLLFND 2002 .06000 JOHN A . 6 MARLENE L . BOLL F BOLLFNDI

MARLENE L . BOLL FOUNDATION Galns and Losses for Tai on Investment Income

(a) List and describe tie kind(s) of property sold, e g , real estate, 2-story brick warehouse, or common stock, 200 shs MLC Co

COMMUNITIES :RETURN OF CAPITAL

ITAL

(e) Gross sales price

CONTINUATION FOR 990-PF, PART IV 38-2708121 PAGE 1 OF 1

2 Capital gam net income or (net capital loss) ~ It g am, also enter m Pad I, line 7 1 It (lass), enter'-0= in Part I, line 7 f

3 Net short-term capital pain or (toss) as defined in sections 1222(5) and (6) If pain, also enter m Part I, line 8, column (c) I1 (loss) . enter'-0= in Part I . line 8

427591 05 01 07

(h) Gain or (loss) (e) plus (f) minus (q)

JOHN A . & MARLENE L . BOLL FOUNDATION

FORM 990-PF GAIN OR (LOSS) FROM SALE OF ASSETS

38-2708121

STATEMENT 1

(A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD

CHATEAU COMMUNITIES :RETURN OF CAPITAL DONATED VARIOUS 12/31/02 DIVIDENDS

(H) (C) (D) (E) (F) GROSS VALUE AT EXPENSE OF

SALES PRICE TIME OF ACQ . SALE DEPREC . GAIN OR LOSS

402,881 . 402,881 . 0 . 0 . 0 .

(A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD

CHATEAU COMMUNITIES-17,000 SHARES DONATED VARIOUS 05/02/02

(B) (C) (D) (E) (F) GROSS VALUE AT EXPENSE OF

SALES PRICE TIME OF ACQ . SALE DEPREC . GAIN OR LOSS

sip nnr la7 non n n i1M lir

MANNER DATE ACQUIRED ACQUIRED DATE SOLD

DONATED VARIOUS 07/03/02

(D) (E) (F) PENSE OF SALE DEPREC . GAIN OR LOSS

0 . 0 . 68,585 .

(A) DESCRIPTION OF PROPERTY

CHATEAU COMMUNITIES-9,000 SHARES

GROSS VALUE AT SALES PRICE TIME OF ACQ .

270,815 . 202,230 .

14 STATEMENT S) 1 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI 17210807 726043 BOLLFND

(A) DESCRIPTION OF PROPERTY

CHATEAU COMMUNITIES-8,000 SHARES

(C) VALUE AT

TIME OF ACQ .

179,760 .

GROSS SALES PRICE

242,351 .

149,317 .

406,808 .

CAPITAL GAINS DIVIDENDS FROM PART IV

TOTAL TO FORM 990-PF, PART I, LINE 6A

FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 3

CAPITAL GAINS COLUMN (A) DIVIDENDS AMOUNT GROSS AMOUNT

334,996 . 78 .

335,074 . 185,757 . 149,317 TOTAL TO FM 990-PF, PART I, LN 4

15 STATEMENT S) 1, 2, 3 17210807 726043 BOLLFND 2002 .06000 JOHN A . 6 MARLENE L . BOLL F BOLLFNDI

JOHN A . & MARLENE L . BOLL FOUNDATION 38-2708121

MANNER DATE ACQUIRED ACQUIRED DATE SOLD

DONATED VARIOUS 07/05/02

(D) (E) (F) EXPENSE OF

SALE DEPREC . GAIN OR LOSS

0 . 0 . 62,591 .

FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 2

SOURCE AMOUNT

HUNTINGTON NATIONAL BANK 2,027 .

TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 2,027 .

SOURCE

CHATEAU COMMUNITIES, INC . MORGAN STANLEY

149,317 . 0 .

185,679 . 78 .

JOHN A . 6 MARLENE L . BOLL FOUNDATION

FORM 990-PF ACCOUNTING FEES

DESCRIPTION

ACCOUNTING

TO FORM 990-PF, PG 1, LN 16B 2,200 . 2,200 . 0 .

FORM 990-PF OTHER EXPENSES STATEMENT 6

(A) (B) (C) EXPENSES NET INVEST- ADJUSTED PER BOOKS MENT INCOME NET INCOME

0 . 0 . 0 .

0 .

ANNUAL REPORT FEE FOUNDATION MEMBERSHIP FEE BANK FEES

TO FORM 990-PF, PG 1, LN 23 2,543 . 2,543

FORM 990-PF CORPORATE STOCK STATEMENT 7

FAIR MARKET BOOK VALUE VALUE

11,269,849 . 9,894,554 .

11,269,849 . 9,894,554 .

CHATEAU COMMUNITIES, INC . COMMON STOCK

TOTAL TO FORM 990-PF, PART II, LINE lOH

16 STATEMENT S) 4, 5, 6, 7 17210807 726043 BOLLFND 2002 .06000 JOHN A . 6 MARLENE L . BOLL F BOLLFNDI

EXPENSES NET INVEST-PER BOOKS MENT INCOME

2,200 . 2,200 .

38-2708121

STATEMENT 4

(C) (D) ADJUSTED CHARITABLE NET INCOME PURPOSES

0 .

FORM 990-PF TAXES STATEMENT 5

(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE

DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES

FEDERAL TAXES 20,458 . 20,458 . 0 .

TO FORM 990-PF, PG 1, LN 18 20,458 . 20,458 . 0 .

DESCRIPTION

10 . 2,500 .

33 .

10 . 2,500 .

33 .

(D) CHARITABLE PURPOSES

DESCRIPTION

STATEMENT 8

JOHN A . ROLL MARLENE L . BOLL

FORM 990-PF PART XV, LINE 2B STATEMENT 9 APPLICATION REQUIREMENTS

DESCRIPTION

THERE IS NO FORMAL APPLICATION FORM, HOWEVER ONCE A SCHOLARSHIP CANDIDATE IS INITIALLY SELECTED FOR CONSIDERATION, LETTERS OF RECOMMENDATION ARE REQUIRED FOR FURTHER REVIEW .

17 STATEMENT S) 8, 9 17210807 726043 BOLLFND 2002 .06000 JOHN A . & MARLENE L . BOLL F BOLLFNDI

JOHN A . S MARLENE L . BOLL FOUNDATION

FORM 990-PF PART XV - LINE 1A LIST OF FOUNDATION MANAGERS

NAME OF MANAGER

38-2708121

t

John A and Mad" L Boll Foundation 2002 Contributions

Date Description Address Amount Purpose Receplent Statue

of/t5/02 Family Learning Center PO Box 2809, Edwards, CO 81632 5000 Charitable 1501 ( c ) (3) chanty

01/1502 Veil Valley Foundation P O Box 309 Vail, CO 81658 25 000 Charitable 501 ( c ) (3) theory

0121/02 Detroit Summer Outreach PO Box 06650, Detroit, MI 48206 10,000 Charitable 501 ( c ) (3) theory

01121102 Detroit Zoological Society PO Box 8237, Royal Oak MI 48068 1 000 Charitable 501 ( c ) (3) theory

Oirz7i02 Detroit Institute o1 Arts The Assoc Program 5200 Woodwartl Ave 1 500 Charitable 501 ( c ) (3) theory

Ot2t102 International Foundation <800 Hamden Lane, 9th Floor Bethesda, M 15,000 Charitable 501 ( c ) (3) theory

Oi2ii02 MONA 1526 Broadway, Detroit, MI 48226 25 Charitable 501 ( c ) (3) chant'

0121/02 Parents Television Council Dept 90 600 Wilshire BNd,N700, U CA 900 100 Charitable 501 ( c ) (3) theory

0121/0P Special Olympics- Wertz Wernors Uo Fred Duemling, 4129 S River Rd , E C 500 Charitable 501 ( c ) (3) chant'

Ot2iN2 WTVS Channel 56 Department 771056, Detroit, MI 48277 500 Charitable 501 ( c ) (3) theory

01125102 Leader's Legacy Inc 1950 Spectrum Circle #<00 Marietta, GA 200 Charitable 1501 ( c ) (3) chanty

OtrjUw American Cancer Society PO Box 30280, Lansing, MI 48909 100 Chanlable 501 ( c ) (3) theory

01/30/02 Disabled American Veterans PO Box 14301, Cincinnati OH 45250-0301 25 Charitable 501 ( c ) (3) theory

01/3402 Sigma Gamme/DIC 172 Lawiston Road, Grosse Points Farms, 1,000 Charitable 501 ( c ) (3) theory

ot/3d02 Veil Alpine Garden Foundation 1 &3 Gore Creek Drive, Veil CO 87657 250 Charitable 501 ( c ) (3) theory

Ot/d4102 Veterans of Foreign Wars PO Box 8958, Topeka KS 66608 100 Charitable 501 ( c ) (3) theory

02i061D2 Salvation Army -Annual 18130 Northland Drive, Southfield, MI 4807 2000 Charitable 501 ( c ) (3) theory

07Jtflt02 Coral Ridge Ministries, Leadership Council PO Box 1950, Ft Lauderdale, FL 33302-79 500 Chanlable 501 ( c ) (3) chanry

O71ieN2 Family Life Radio PO Box 35300, Tucson, AZ 85775 500 Chantable 501 ( c ) (3) chanry

0211 a/02 Grosse Points War Memorial 32 Lakeshore, Grosse Points Farms, MI 4B 1,000 Chanteble 501 ( c ) (3) theory

0?/i8`02 Holley Ear Institute 22101 Moross Road, Detroit MI 482362172 5,000 Charitable 507 ( c ) (3) theory

0211 a/02 Michigan Opera Theatre- Ls Corsairs 1526 Broadway, Devon MI 48226 500 Charitable 507 ( c ) (3) theory

07118102 Pro-Life Campaign Committee Processing Center, PO Box 52568 Phoenix 25 Charitable 501 ( c ) (3) theory

0228/02 Northeida Baptist Church 7800 Norlhside Drive, N Charleston, NC 29 1 000 Charitable 501 ( c ) (3) theory

03104102 Paralyzed Veterans of America 7 Mill Brook Road, Wilton, NH 03086 30 Charitable 501 ( c ) (3) chant'

0311M2 CBMC Metro Detroit 136 Rainbow Drive, PMB 3655, Lwingston 1,000 Charitable 501 ( c ) (3) theory

Oyie/o2 FOCUS"Grosse Polnta 566 Nell Grosse Points, MI 48230 5,000 Charitable 507 ( c ) (3) theory

0318/02 St John Hosp -Font Aux 22101 Morose, Detroit, MI 482362172 250 Charitable 501 ( c ) (3) theory

Oy1e/ox March of Dimes, Chateau Walk 19500 Hall Rd, Clinton Twp, MI 4803B 1,000 Charitable 507 ( c ) (3) theory

031iBN2 The Resource Center of Eagle County PO Box 2558, Avon, CO 87620 7,000 Charitable 501 ( c ) (3) theory

04/07/02 RV/MH Heritage Fort 801 Benham Elkhert, IN 46516 1,000 Charitable 501 ( c ) (3) theory

04/020P Steadman Hewkins Sports Medicine Fdn 181 W Meadow Dr , Suite 1000, Veil, CO 8 2,000 Charitable 501 ( c ) (3) chanty

Oa/07/02 Transition of Prisoners Ins PO Box 02938, Detroit MI 48202 1,000 Charitable 501 ( c ) (3) theory

04/0M Vad Valley FoundetIorFChrls Reeves Fdn P O Box 309, Veil, CO 87658 6,000 Charitable 15011 c ) (3) theory

Oa/07N2 Avon Breast Cancer 3-Day Walk Caldwell 25702 S River Rd, Harrison Twp, 100 Charitable 501 ( c ) (3) theory

OMD3ro2 Groeea Points Academy -Aetlon Auction 171 Lakeshore Road, GPF MI 48236 8,100 Charitable 501 ( c ) (3) chanty

04naJ02 St John Hoop -Font Aux Emerald 22101 Morose, Detroit, MI 482362172 200 Charitable 501 ( c ) (3) theory

Oanaro2 Vall Valley Foundation-Scholarship P O Box 309, Vail, CO 81658 5,000 Charitable 507 ( c ) (3) `henry

Oan&02 Vail Valley Foundation P O Box 309, Veil, CO 81658 500 Charitable 501 ( c ) (3) theory

oali9io2 DSOH-Operating Expenses 3663 Woodwartl Suite 700, Detroit MI 482 15,000 Charitable 501 ( c ) (3) chant'

Oai9io2 Grosse Points Shores Improvement Fdn 795 Lekeshore Road GPS MI 48236 500 Charitable 501 ( c ) (3) chant'

OyOa/o2 Grosse Polnta Academy- Action Auction 171 Lakeshora Road, GPF MI 48236 440 Charitable 501 ( c ) (3) chant'

OSI07/02 Campus Crusade - Dodie Vela 613 Boume Ave , Orlando, FL 32801 500 Charitable 501 ( c ) (3) theory

OY07/02 DSOH Volunteer Council 3663 Woodward Suite 100. Detroit, MI 482 100 Charitable 501 ( c ) (3) theory

0&D7/71 Grosse Points Lions Club PO Box 36160, Grosse Points Farms, MI 4 200 Charitable 501 ( c ) (3) theory

o5/o7ro2 Majesty Ministries Box 8100 Avon, CO 81620 5,000 Charitable 501 ( c ) (3) chanty

0507/01 Michigan Jan Festival 20457 Maplewood, Wonia, MI 48752 1,000 Charitable 501 (c ) (3) chanty

OY07/02 YMCA of Lakaehora 23401 E Jefferson, St Clair Shores, MI 480 1 000 Charitable 501 ( c ) (3) theory

0" 5102 Michigan Opera TheatrtrBetty Ganech Memorial 7526 Broadway, Dairon, MI 48226 500 Charitable 501 ( c ) (3) chanty

05116102 Vall Valley Foundation P O Box 309 Vail, CO 81658 15000 IC~antable'S01 ( c ) (3) theory

OS'tN02 Wayne Slate University-The Understudies Depart of Theatre, Detroit MI 48202 1,000 Chantable 501 ( c ) (3) theory

052a02 Michigan Opera Theatre 1528 Broadway, Detroit, MI 48226 200,000 Chantable 501 ( c ) (3) theory

2

Jan. A end Madam L Boll Foundation 2002 ComnbNiona

Date Description Address Amount Purpose I Recepient Status

i 0 0 0 0 0 0 2

OM7M2

1

05t3OVD2 Capuchin Soup Kitchen 1820 Mt Elliott. Detrod, MI 48207 3,000 Charitable 1501 (c) (3) chanty

05130/02 Good Shepherd Luthern School 1950 S Baldwin Rd Lake Orion, MI 48360 5,000 Chantable 501 (c) (3) chanty 3 2

OW30102 Grace Alliance Church 432 SE I I th Ave, Forest Lake MN 55025 400 Charitable 501 (c) (3) chanty 2

05/3Q/02 Knox Presbyterian Church 25700 Crocker Blvd Harrison Twip , 48045 500 Charitable 501 (c) (3) chanty 2

05130102 National MS Society 21311 Qvc Center Dr Southfield, MI 48076 5000 Charitable 501 (c) (3) chanty 2

05/30/02 Campus Crusade 1503 Cashiers Dr, Winter Garden FIL 34787 2,000 Charitable 501 (c) (3) chanty 3 3 2

05130102 Campus Crusade PO Box 628222 Orlando, FL 32862 1,500 Charitable 501 (c) (3) chanty 2 13

IDetrart Zoological Society 211 1 Waiter Reuther Warren MI 48091 100 Charitable 501 (c) (3) chanty

5/

7/02 Gleaners Comm Food Bank 2131 Beaufait St Dedmit, MI 48207-3410 250 Charitable 1501 (c) (3) chanty a C 0 '0 0 0 0 0610

~7102 Crystal Cathedral Ministries-Hour of Power PO Box 100, Garden Grove, CA 92842 500 Charitable 1501 (c) (3) chanty 0 0 0 0 5 0610

06107102 Now Mission Systems Int'l 2701 Cleveland Ave Suite 7. Ft Myers, FL 1,000 Charitable 501 (c) (3) chanty

06107102 Women's Survival Center 761 West Huron, 2nd Floor, Pontiac, MI 483 200 Grantable 501 (c) (3) chanty

06111102 Prison Fellowship 1856 Old Reston Avenue, Reston, VA 2019( 5000 Charitable 501 (c) (3) chanty

MI 1/02 Radio Bible Close PO Box 266 Grand Rapids MI 49501 50 Chantable 501 (c) (3) chanty

06/11/02 Mosaic Youth Theatre Somerset Collection Troy MI 500 Charitable 507 ( c ) (3) theory

07/Oir02 American Family Association 107 Parkgate, POB 2440, Tupelo, MS 3880 100 Chantable 501 ( c ) (3) theory

07/oi/02 Alzheimer's Association 17220 W 12 Mile Road Suite 100, Southhel 200 Charitable 501 ( c ) (3) chancy

071o11oY CBMC PO Box 3000 Lexington, KY 40533 10,000 Charitable 501 ( c ) (3) theory

07/0fl/02 First English Lutheran Church 800 Vernier Grosse Pte Woods, MI 48236 1,000 Charitable 501 ( c ) (3) theory

0711 5t02 Detroit Medical Center Guild 19 Cameron Place, Grosse Points, MI 4823 500 Chantable 501 ( c ) (3) theory

07/1502 Michigan Opera Theatre 1528 Broadway, Detroit, MI 48226 500 Charitable 501 ( c ) (3) theory

07/15N2 Spring Hill Box 100 Evan, MI 49631-9988 50,000 Charitable 501 (c ) (3) chanty

0725'02 Detroit Festival 01 the Arts <735 Cass Detroit MI 48202 1,000 Charitable 501 ( c ) (3) theory

07A0.q2 Adult Well-Being Services 1423 Field Avenue Detroit MI 48214 9990 500 Charitable 501 ( c ) (3) theory

07/dN02 Jesus Alive PO Bo: 455, Euless, T7( 76039 4,000 Charitable 501 ( c ) (3) theory

07130102 Michigan Family Forum PO Box 15218, Lansing, MI 48901 1,000 Charitable 501 ( c ) (3) theory

07/3oio2 Promise Keepers PO Boa 13001, Denver, CO 80250-3001 1,000 Charitable 507 ( c ) (3) theory

o7/3N02 Vail Valley Found -Ford Amphitheatre PO Box 309, Vail, CO 81658 50 000 Charitable 501 ( c ) (3) chant'

07i3Uro2 VenElslender Censer Center 22101 Morass Road Detroit MI 48236 333,000 Charitable 501 ( c ) (3) theory

oflrovox Douloue Ministries, Inc 230 Cherry Glove Road Canton, MI 48788 5 000 Charitable 501 ( c ) (3) chant'

08105102 St John Hosp Font Au: 22101 Morass, Detroit, MI 4B23G2172 7,000 Charitable 501 ( c ) (3) theory

081i9i02 International Foundation 6861 E Nevada, Ste 300, Detroit MI E8234 500 Charitable 501 ( c ) (3) theory

011123102 DSOH Gale Opening 3663 Woodward Suits 100 Detroit, MI x82 2000 Charitable 501 ( c ) (3) theory

082Y02 Heinz C Prachter Fund One Heritage Place, Suite 400, Southgala, 3 000 Charitable 507 ( c ) (3) theory

OflVtT02 Project HOPE 6790 Telegraph X39 BloomfielC Hills, MI 483 200 Charitable 501 ( c ) (3) theory

oflrlB1oY Cornerstone School Association 6861 East Nevada Detroit, MI 48234 20,000 Charitable 501 ( c ) (3) theory

09ro3ro2 St John Health System Fdn 22 101 Morou MOB 102, Detroit, MI 48236 400 Charitable 501 ( c ) (3) Uany

osnaro2 Shaw Regional Cancer Center c/o Vail Valley Me0 Cent, PO Box 40000,V 500 Chantable 507 ( c ) (3) chant'

O9nBN2 CBMC Metro Detroit 28801 Soulhlield Rd , w100, Lethrup Village, 2,000 Charitable 501 ( c ) (3) theory

osi7ero2 CBMC o1 USA -Annual Contribution 6650 E BraineM Sle 100 Chattanooga, TN 2,000 Charitable 501 ( c ) (3) chanty

09/18102 CBMC International 6650 E Brainerd Sla 100, Chattanooga, TN 2,000 Charitable 501 ( c ) (3) theory

09n9l02 DSOH Endowment Campaign 3663 Woodward Suite 100, Detroit, MI 482 70,000 Charitable 501 ( c ) (3) theory

09n9ro2 Gospel Missionary Union 10000 N Oak, Kansas City, MO 64155 1,000 Chanlable 501 ( c ) (3) chant'

09125102 Michigan Opera Theatre 1526 Broadway, Detroit, MI 48226 1 000 Charitable 501 ( c ) (3) theory

09/30102 St John Hoep -Font Aux 22101 Morass, Detroit MI 482362172 200 Charitable 501 ( c ) (3) chanty

09/JW02 Michigan Parkinson Foundation 30161 Soulhlield Rd, Ste 119, Southfield, M 400 Charitable 501 ( c ) (3) theory

ioroflroz Childrena Home o1 Detroit 900 Cook Road, Grosse Parole Woods MI 500 Charitable 501 ( c ) (3) theory

tU~oBi02 Detroit Rescue Mission, Annual PO Box 77000 Dept 777292, Detroit MI 48 2,000 Charitable 501 ( c ) (3) chant'

10I08~02 Michigan Opera Theatre 1526 Broadway Detroit, MI 48226 250 Charitable 501 ( c ) (3) chanry

tdOel02 Right to Life of Michigan PO Boa 901, Grand Rapids, MI 49509 ~ 5,000 Charitable 1501 ( c ) (3) theory

tN08~02 Snowboard Outreach Society PO Box 202, Avon, CO 81620 500 Charitable 501 ( c ) (3) chanty

td08~D2 St John Health System Fdn 22101 Moross MOB 102, Detroit, MI 48236 250 Charitable 501 (c ) (3) chant'

3

" ` John A end MaAene L Boll Foundation sooz comnemxx,s

Date Description Address Amount Purpose RecepientStatus ion4N2 St John Hasp -Font Aui 22 101 Moioss Detroit, MI 482362772 325 Charitable 501 ( c ) (3) theory 10/27/02 Detroit Historical Society 5401 Woodward Ave , Detroit, MI 48202 500 Chenlabla 501 ( c ) (3) theory 7022/02 DSOH Volunteer Council 3663 Woadward Suite 100, Detroit MI 482( 100 Charitable 501 ( c ) (3) theory tU2?/02 WeynB State University 5704 Gullen Mall, Detroit, MI 48202 500 Charitable 501 ( c ) (3) chanty t 023N2 Michigan Thanksgiving Parade Fdn 9600 Mt Elliott Detroit MI 48211 B 500 Chanteble 501 ( c ) (3) theory 1p2aA2 St John Hosp -Font Aux 22101 Morose, Detroit, MI 482362172 500 Charitable 507 ( c ) (3) chant' t0.2aN2 Orchards Children Services Community Program 30215 Southfield Rd , Southheld, MI 48076 100 Charitable 507 ( c ) (3) theory 11/04/02 Children s Home of Detroit 900 Cook Road, Grosse Points Woods, MI 1,000 Charitable 1501 ( c ) (3) chanty

11/04102 Covenant Presbyterian Chapel PO Box 3124, Veil, Co 81658 5,000 Charitable 501 ( c ) (3) theory

11/04/02 Covenant Presbyterian Chapel PO Box 3124, Veil, Co 81658 2000 Charitable 501 ( c ) (3) chanty 1 1/04/02 Goodfallow Fund 3350 Winchester Road, West Bloomlield, MI 1,000 ChantaDle 501 ( c ) (3) chancy 11104102 Maggle Atlases Dept of Dance 5104 Gullen Mall, Detroit, MI 48202 5,000 Charitable 501 ( c ) (3) theory 7707/02 Kermanos Cancer trial 18831 West 12 Mile Rd, Lathiop Village, MI 1,500 Charitable 501 ( c ) (3) theory 11/07/02 Manna Community Meal 1050 Porter, Detroit, MI 48226 100 Chantable 501 ( c ) (3) theory

11126/02 The Betty Fob Center 74-000 Country Club Drive Suite H-1,Palm 1,000 Charitable 501 ( c ) (3) theory

11126/02 CBMC International 6650 E Brainerd Ste 100, Chattanooga TN 10,000 Charitable 501 ( c ) (3) theory 112s/o2 St John Hoep-Font Aux 22101 Mofoss Detroit, MI 482362172 1,100 Charitable 501 ( c ) (3) theory 11/26t02 Fort Street Presbyterian Church 631 W Fort Street, Detroit, MI 48226 250 Charitable 501 ( c ) (3) chanty 11116b4 St Luke's Llleworke 141 Franklin Road, Stamlord, CT 06901 15,000 Charitable 501 ( c ) (3) chanty

ty0aAD2 Cornerstone School Association 7209 Washington Blvd . Detroit, MI 48226 100,000 Charitable 501 ( c ) (3) theory 1?/Oa/02 Ocean Reef Chapel Foundation, Inc 32 Ocean Reef Drive, Key Largo, R 33037 200 Charitable 501 ( c ) (3) chancy 12i0M02 Services for Older Citizens 17750 Waterloo, Gross Pointe, MI 48230 100 Charitable 501 ( c ) (3) theory 1a/oNO2 Eagle Valley Family Assistance Fund PO BOX 4711 Avon, CO 81620 100 Charitable 501 ( c ) (3) theory

17/06i02 First Presbyterian Church 405 Stale Street, Harbor Beach, MI 48441 1,000 Charitable 501 ( c ) (3) theory

t7/06?02 GooElellow Fund Pete Waldmier Detroit News 1,000 Chenteble 501 ( c ) (3) theory

i7/os/o2 Knox Presbyterian Church-Choir Outreach 25700 Cracker Blvd , Hamwn Twp , 98045 300 Charitable 501 ( c ) (3) chancy

1Y/OG/07 University of Ligpett School 1005 Cook Road, Grosse Points Woods, MI 1 000 Charitable 501 ( c ) (3) theory

12111/02 Grosse Points Shores (Feed A Family) 795 Lekeshoia Road, GPS MI 48236 100 Chanteble 501 ( c ) (3) chant' 122oro2 Knox Presbyterian Church 25700 Crocker Blvd , Hamson Twp , 48045 3,000 Chentable 501 ( c ) (3) theory

i724ro2 Bravo' Veil Valley Musk Festival PO Box 2270, Veil, CO 87658 5,000 Charitable 501 ( c ) (3) theory i724io2 CBMC Metro Detroit 28801 Southlield Rd p100, LaIhruD Village, 825 Charitable 501 ( c ) (3) chanty i7/2ai02 Maggia Allesea Dept of Dance 5104 Gullen Mall, Detroit, MI 48202 100 Chewable 501 ( c ) (3) theory

iY1<ro2 SEND International PO Box 513, Farmington, MI 48332 2000 Chewable 501 ( c ) (3) Uanry

i22a/02 Spring Hill Box 100 Evart, MI 49631-9988 6,500 Charitable 501 ( c ) (3) chant'

7arzaro2 Vail Alpine Garden Foundation-Betty, Ford Gantlet 183 Gore Creek Drive, Vail CO 81657 1,000 Charitable 501 ( c ) (3) chanty iXtaro2 Viler Center Arts Foundation PO Box 3822 Avon, CO 81620 5,000 Charitable 501 ( c ) (3) theory

7Y2a/02 International Foundation 1118 Oxford, Berkley M14807 5,000 Chanteble 501 ( c ) (3) chanly osiie/o2 Knox Presbyterian Church 25700 Crocker Blvd , Harrison Twp 48045 20,000 Charitable 501 ( c ) (3) chanty avado2 Brevol Vail Valley Music Festival PO Box 2270, Vail, CO 81658 5 000 Chanteble 501 ( c ) (3) chany 07/09ro2 Children's Home of Detroit 900 Cook Road, Grossa Points Woods, MI 3 000 Chantable 501 ( c ) (3) chanry

07/09A2 I IVC A o1 Detr oi t 10900 Harp er Avenue Detroit, MI 482 1 8 200,000 Chanteble 501 ( c ) (3) cheny

o7/da02 Kermenos Cance r trial 30575 Anderson Court, Wixom, MI 48393 650 Charitable 501 ( c ) (3) chancy

TOTAL CONTRIBUTIONS S7 .s55 os5

AFormit 8868 I Application for Extension of Time To File an (December 2o00, Exempt Organization Return OMB No 1545 1709 DepermientmwTr~uy innmo aww+u. s.n~w " Rla a separate application for each return

Note Form 990-T corporations requesting an automatic 6-month extension - check this box and complete Part I only All other corporations pncludlng Forth 990.C filers) must use Form 7004 to request en extension of firm to file income tax returns Partnerships, REMICs end busts must use Form 8736 to request en extension of time to Me Form 1065, 1066, or 7041

Employer identification number Type or I Name of Exempt Organization print

Fig by Me due aw be filing ywr nWm Sw m.wcuon.

Number, street, and room or suite no H e P O box, am instructions 930 LAKESHORE City, town or post office, state, end ZIP tale For e foreign address, see instructions

223831 OSOt-02

1 '7 I~ " ~C l I 'l1 I ̂ "

If you are filing for an Automatic 3-Month Extension, complete only Pert 1 end check this box " OX If you are filing for en Additional (not automatic) 3-Month Extension, complete only Part II (an papa 2 of this form)

Note. Do not complete Part 11 unless you have already bean granted an automatic 3-month extension on a previously filed Forth 8888

A~tf° Automatic 3-Month Extension of Time - Only submit odginal (no copies needed)

L . BOLL FOUNDATION

Check type o1 return to be filed (rile a separate application for each return)

D Forth 990 D Form 990-T (corporation) D Form 4720 D Forth 990-BL D Form 990 T (sec 401(x) or 40B(a) trust) 0 Forth 5227 0 Forth 990 EZ D Form 990~T (trust other then above) D Form 6069

Form 990-PF ~ Form 1041 A D Forth 8870

" It the organization does not have en office or place of business in the United States, check this box 1 0

" If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEM It this is for the whole group, check this

box " = Ii it Is for part of the group, check this box " D end attach a list with the names and EINs of all members the extension will cover

1 I request en automatic 3-month (6-month, for BBO-T corporation) extension of time until AUGUST 15, 2003

to file the exempt organization return for the organization named above The extension is for the organization's return for

" D calendar year 2 0 0 2 or " D tax year beginning , end ending

2 If this lax year is for less than 12 months, check reason D initial return D Final return D Change in accounting period

3a Ii this application is for Form 990-BL, 990~Pf, 99PT, 4720, or 6069, enter the tentative tax, lass any nonrefundable credits See instructions $ 17,500 .

b N this application is for Forth 990~PF or 990~T, enter any refundable credits and estimated tan payments made Include any prior year overpayment allowed as a credit $ 15,200 .

e Balance Due Subtract line 3b from line 3a Include your payment with this farm, or, d required, deposit with FTD

coupon or, rf required, by using EFTPS (Electronic Federal Tax Payment System) See instructions $ 2 ,300 .

Signature and Verification

Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements . and to tie best of my knowledge and belief, d is true, correct and complete, and that I am authorized to prepare this form

LHAY,V' For Paperwork ReduMion A otice, see instruction Farm 8808 (12-2000)