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Home My WebLink AboutItem 8.1 Fine Arts Foundation Attch 4 !1~ \.! , I!! .... t CITY OF DUBLIN Fiscal Year 2008-2009 . . , , ~..' -;- ,- ~ t;: :":1 it Pit} !ij~ :;~ll~. ;i~~ti '1~j;~~1 SECTION 2 Page 2 of 16 il~ A-TT~m E.f\Jf I J AI I fi '!J~' I!! .... CITY OF DUBLIN Fiscal Year 2008-2009 APPLIC;~T: ~ ';'N~F8B FUNDS .' 'ci',:;i"!"'~;~;;::c <:" ..' . :.l .. .., .: '. ":~:""":":'~":'_ Please sel~~f'~g'expeise cat~ .'!'~. . _0" .- - "i';'~q;;:d; ';::!;?~,:~:...:.;..:,:~_:t. : 1. 2. A~~~tdf;~)rol't~'""~'" .;t)rl"'..;"~;:I? d'l,r' Organi~tiliowAgen ,. ,;;iune .~~r -.' " In .rev- . .,:"';'~P:A . e D rrl Work Phone Fax Federal Tax Identification No. (required) ftF6" I 0 b q G 75 City of Dublin Business License No. (required) ~O n e SECTION 2 Page 3 of 16 ... ... I. il ., ,. City of Dublin Fiscal Year 2008-2009 Application for Funds 3. Proposed Project/Progr3JQ,,];nfoFmatioQ,.(Rg not describe Organization.) Amonnt of Funds R 1(':;:':'.t~ .~..~~"'" '. (Maximum $25 ~,~!;. :proj!tct.) . ',f SECTION 2 Page 4 of 16 l_.~~ o..e e.O lA.I\l. "1- e.+c.. ) I!! .... '. ... Iii .' ,. I!! .... City of Dublin Fiscal Year 2008-2009 Application for Funds a. How would the requested funds be used? · Describe, in detail. the P.RQ>>.QSEDd?~g~,GTIPROGRAM (not the Agency). · Bulleted text iS~~B.ept~~r-:"l . """''';'''''''''''',,,",,, · Identify if9;\~ipropos~d pro, 't'9gram:,~ a "~ipe;'", r extension of an · :sting~~;lage m~\4,;;~ ~Jb",,~ ' c. ED "df:' ,.::~,.:, ',9~ID page may be AIJ.s he..e..n. b. ',.~;.,;,::"7'. ... i1 ... Ii ., ,. I! "'l City of Dublin Fiscal Year 2008-2009 Application for Funds d. Specify the PROPOSED.:PR()mC.xtpjiOG~;PQ.pglation to be served. ~~~~~ ',~~~ffiJ~t:":~l:~:""'7?~~crl { ~ ,:;!V ,..:: <r~l}~~/:' f. e. Total :P:r:o osed Partici ants Served b this Pro. ect/Pro ram Total Number ofDuJJ.lin ReSidents serVed b this Project . . .' OUr arf J'<<Xft"Q.111 I !?fJr &-it l.t gerue~' ~ en+i;., fJIJPu,l.aT1IJ?t.. OJ:. DubJ;~ ,b/!..r V/t,/'hrs -J... . .. SECTION2lDm Mil. (,)L9 ~$ tV e.t/ 10 () u r:- Page 6 of 16 ~ A it r. ., -" City of Dublin Fiscal Year 2008-2009 Application for Funds 5. ~:"::~~o~~:!(~tf,jjg'BT~"":''-, ~t~~L hli~ sen()u.$Ly de,~reaAJ.u;f. . .. ..... . SECTION 2 ' Page 7 of 16 lo.. ii I! "" ... Iii ., ,. l! .... City of Dublin Fiscal Year 2008-2009 Application for Funds b. Revenue Budget ~ SECTION 2 Page 8 of 16 ... ill ... fi ,.. I!! .... !lJ City of Dublin Fiscal Year 2008-2009 Application for Funds rl 'On" .J!' ,'1,u:u.escn0.e . ~J~! 'm~ ~f ..it ":,~~W [Ii r,' "~_: r!~; 6. a. b. c. d. Has your agency eve please specify in what Fiscai SECTION 2 Page 9 of 16 ... il AI r. Dublin Fine Art Foundation Board of Directors as ofJanuary 2008 President, Martin Inderbitzen Vice President, Claudia McCormick Secretary, Cindy Leung Treasurer, Georgean M. Vonheeder-Leopold Helen Ling Connie Mack Casie Hildenbrand Dan Impey /fl[1L~h m ~ft -t A Dublin Fine Arts Foundation Budget 7/08 tbru 6/09 Revenue $10,000 Expenses Insurance $1,000 Accounting 1,800 Postage and PO Box 650 Stationery 500 Fund Raising 1,000 Consulting Director 5.000 Total expenses 10,000 ~meAt- b Short Form Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) ~ For organizations with gross receipts less than $100,000 and total assets less Department of !he Treasury than $250,000 at the end of the year. Internal Revenue Service ~ The organization may have to use a copy of this return to satisfy state reporting requirements, A Forthe2005calendar ear,ortax earbeginnin 7/01 ,2005, and endin 6/30 B Check if applicable: C Address change ~~~a:s DUBLIN FINE ARTS FOUNDATION Name change e~~~~ P.O. BOX 2912 Initial return :Jf:' DUBLIN, CA 94568 Final return Specific Amended return ~~c. Application pending OMS No. 1545.1150 Form 990-EZ 2005 , 2006 D Employer identification number 68-0169575 E Telephone number F 2~~ge~~~~~t.i~~... ~ G Accounting method: IRl Cash Accrual Other s eci ~ H Check ~ IX1 if the organization is not I Web site: ~ DUBLINFINEARTS. ORG required toattach Schedule B (Form 990, J Organization ty (check only one) - X 501 (c) ( 3 ) . (insert no.) 4947(a)(1) or 527 990-EZ, or 990-PF). K Check ~ if the organization's gross receipts are normally not more than $25,000. The organization need not file a return with the IRS; but if the organization chooses to file a return, be sure to file a complete return. Some states require a complete return. L Add lines 5b, 6b, and 7b, to line 9 to determine gross receipts; if $100,000 or more, file Form 990 instead of Form 990-EZ. . . . . . . . . . . , . . . . . . . . . . . . , . . , . . . . . . . . . . , . . . . . . . , , , . . . . . . . . . . . , . . , , . . . . , . . . . . . . , , . . .. ~ $ F!i'mll'wi Revenue Ex enses and Chan es in Net Assets or Fund Balances (See Instructions 1 Contributions, gifts, grants, and similar amounts received. . . . . . , . . . . . . . . . , . . . . , . . . . . . . . . . . . . . . . , . , . . . . 2 Program service revenue including government fees and contracts. . . .. . . , . . " . , . . . . . . . . . . . . . . . , , . . . . . 3 Membership dues and assessments. . , . , . . . . , . , , , . , . , . . . . . , , , . , . . . . . . . . . , , . . . . . . , , , . . . . . . . . , . . , . . . . . 4 Investment income.. .. . . . .. , . .. . , . . . . , , .. .. , . . .. .. . .. . .. . . . , .. . , .. .. . . .. .. . .. . . . . . . . . . , . .. . , . , . . . . . Sa Gross amount from sale of assets other than inventory.,.... , .. .., ,..,.... Sa b Less: cost or other basis and sales expenses....,..........,.....,....... 5b c Gain or (loss) from sale of assets other than inventory (Iine5a less line 5b) (attach schedule). . . . . . . . . . , . . . , , . . . . , . , , . . . . . . 6 Special events and activities (attach schedule). If any amount is from gaming, check here... ~D a Gross revenue (not including $ of contributions reported on line 1)...,.............,..................,..,....,.,....... 6a b Less: direct expenses other than fundraising expenses.. . , . , , , , . .. . . , .. .. . 6 b c Net income or (loss) from special events and activities (line 6a less line 6b} . . . . . . , . . . , . , , . . , . , , . , . . . . . 7a Gross sales of inventory, less returns and allowances....,., "..........:.. 7a b Less: cost of goods sold....,......,.,....".......... ............. ...... 7b c Gross profit or (loss) from sales of inventory (line 7a less line 7b).. .. .. . .. .. .. .. . .. . .. .. .. . .. .. .. .. .. . 7 c 8 other revenue (describe ~ ). . 8 9 Total revenue add lines 1, 2, 3, 4, 5c, 6c, 7c, and 8).. . .. , .. .. .. .. . .. . .. . .. .. .. .. . .. .. .. . .. .. .. .... ~ 9 10 Grants and similar amounts paid (attach schedule).. .. . . . , . . .. , . .. . .. .. .. . , .. . . , . , . . . . . . . , .. . .. . . , . . . 10 E 11 Benefits paid to or for members.....,.... ,...,..........,..,..,.. ............. ..... ...,. ..,. ......., 11 ~ 12 Salaries, other compensation, and employee benefits. . . . , , . , . . . . . . . . . . . . . . . . . . . . , . . . , . . , . . . . . . . , . . . " 12 ~ ~: ~c~~;;~~~1 r:e~~ ~t~l~i~~e;:ct:~~:sn~~~~~~:~.~~~~~ .c.~~t~~~~~~~: : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : : ~: ~ 15 Printing, publications, postage, and shipping...,.............,..........,...,........... . ,.".. ....., 15 16 Other expenses (describe ~ SEE STATEMENT 1).... 16 17 Total ex enses add lines 10 throu h 16).......................................................... ~ 17 18 Excess or (deficit) for the year (line 9 less line 17) .. . .. .. , .. .. .. .. .. .., .. . , .. , .. .. .. . ... .. .. . .. .. .... 18 A N s 19 Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end-of-year f ~ figure reported on prior year's return). . . . . .. . .. .. .. . . . . . . . .. . . .. .. .. . .. .. . . .. , .. . .. . .. . , . . . , . .. .. . . .. 19 T Other changes in net assets or fund balances (attach explanation) . . . . . . . . , . . , . . . . . . . . . , . . . . . , . . . . . . .. 20 S Net assets or fund balances at end of ear combine lines 18 throu h 20 ..... ....................... ~ 21 24 008. . ,",' Balance Sheets -If Total assets on line 25, column Bare $250000 or more, file Form 990 instead of Form 990-EZ. (See Instructions) A Be innin of ear B) End of ear 22 Cash, savings, and investments..................................................... 12,062. 22 24 008. 23 Land and buildings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . , . . . . . 23 24 Other assets (describe ~ ). . .. . .. . .. .. . . . .. .. . 24 25 Total assets.......,......... ......... .............,..,...'. ,.........,.,.,........ 12,062. 25 26 Total liabilities (describe ~ ) .. .. .. .. . .. .. .. . .. O. 26 27 Net assets or fund balances ine 27 of column (B must a ree with line 21 " ' . . . . . . . . 12, 062. 27 BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. lEEA0803L 02101106 fI:rlaMff)(ij)/ . Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts must attach a com feted Schedule A orm 990 or 990-E. . 23,127. 1 2 3 4 23 103. R E V E N U E 24. 23,127. 1,500. 9 68l. 11,181. 11 946. 12 062. 24,008. O. 24,008. Form 990.EZ (2005) c 68-0169575 Pa e 2 Expenses (Required for 501 (c)(3) and (4) organizations and 4947(a)(1) trusts; optional for others.) (G-;:a~~ $" - -- - - - - - - - - ') If th~;;o~nt ~clud~ fo~iQ;g-;:~~. -;;~~k "h;;.-:-.-:-.-:-.-:-.-:-.-:-.-:-.-':- 28a 29 (G-;:~~ $" --- - - -- - -- - ') If thj;;~o~nt ~clude-; fo~iQ;g-;:a~t;,-;;~~ "h;;,-:-.-:-.-:-.-:-,-:-.-:-.-:-.-':-- 29a 30 30a 31 318 (A) Name and address SEE STATEMENT 2 o. o. o. uirement in the instructions) SEE STATEMENT 3 Ves No Did the organization engage in any activity not previously reported to the IRS? If 'Ves,' attach a detailed description of each activity. , . . . . . . . . . . . , . . . . , , , , . . . . . . . , . , . , , , . . . . . . . , . , , . . , , , , , . . . . . . . . . . . . . . , , . . . . . . . . . . , . , . . . . . . . . . . . . . . , ., 33 X 34 Were any changes made to the organizing or governing documents but not reported to the IRS? If 'Yes,' attach a conformed copy of the changes. . . . , , . . 34 X 35 If the organization had income from business activities, such as those reported on lines 2, 6, and 7 (among others), butnot reported on Form 990- T, attach a statement explaining your reason for not reporting the income on Form 990- T. a Did the organization have unrelated business gross income of $1,000 or more or 6033(e) notice, reporting, and proxy tax requirements? . . . . . , , . . . . . . . b If 'Ves,' has it filed a tax return on Form 990-1 for this year? .. .. .. .. .. .. .. .. . .. . .. . .. .. . .. .. .. .. .. .. .. . .. . .. .. . .. .. . 36 Was there a liquidation, dissolution, termination, or substantial contraction during the year? (If 'Yes,' att a stmnt.). . . . . . . . , . . . . . . . . . . . . . . . , , . . . . 36 37a Enter amount of political expenditures, direct or indirect, as described in the instructions.........,.",..,.. ~ 37a O. j'\'f;i<!"~:;"l!~tj,' "',-~ b Did the organization file Form 1120-POL for this year?........,.. ...............,.............. ..... .. ............... 37b X ','.,.f$.. .~ 38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still unpaid at the start of the period covered by this return? , . . . . . . . . . , . . . . . . . b If 'Yes,' attach the sch specified in the In 38 instructions and enter the amount involved. . . . . . .. . . . . , , . , . . . . .. 38b N/ 39 507(c)(7) organizations. Enter: a Initiation fees and capital contributions included on line 9..." .., ,.,..........,....,...... 39a b Gross receipts, included on line 9, for public use of club facilities. , , . . . . . . .. . . . , . . . . , . . . . .. 39b 4Da 507 (c)(3) organizations. Enter amount of tax imposed on the organization during the year under: section 4911 ~ O. ; section 4912 ~ O. ; section 4955 ~ O. b 501(cX3) and (4) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?!f 'Yes,' attach an explanation, . . . . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . , . . . . , . . . . . . . . . . . . . . .. . . . c Ent~r amount of tax imposed on organization managers or disqualified persons during the year under sections 4912,4955, and 4958.............,...............................,..................,............ ~ d Enter amount oftax on line 40c reimbursed by the organization.. . .. .. .. .. .. .. , . .. . . .. .. . . . . .. . . , . , . . . . . .. . .. ~ BAA TEEA0812L 02106106 o. O. Form 990-EZ (2005) Form 990-EZ (2005) DUBLIN FINE ARTS FOUNDATION Itr_ Other Information (Note the attachment requirement in the instructions) (Continued) 41 Ust the states with which a copy of this return is filed ~ NONE 42 a The books are in care of ~ GEORGEAN M. VONHEEDER, TREAS locaredm~ 6601 KOLL CENTER PKWY #180,PLEASANTON,CA, 68-0169575 Page 3 Telephone no. ~ 925-426-7744 ZIP + 4 ~ 94588 bAt any time durin!} the calendar year, did the organization have an interest in or a signature or other authority over a financial account In a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . If 'Yes,' enter the name of the foreign country: .. ... See the instructions for exceptions and filing requirements for Form TO F 90-22.1 . cAt any time during the calendar year, did the organization maintain an office outside of the U.S.? . . . . . . , , . . . . . . . . , . . . . If 'Yes,' enter the name of the foreign country: .. ... . 43 Section 4947(a)(7) nonexempt charitable trusts filing Form 99O-EZ in lieu of Fonn 1047 - Check hera . . . . . . . . . . . . . . . , , , . , ., ... D N/A and enter the amount of tax-exempt interest received or accrued during the tax year. . . . , . . . .. . . .. , . . . . .. ... 43 N/A Under penalties of perjury, I declare that I have examined this relum, Including accompanying schedules and statements, and to the best of my knowledge and beliel, it is true, correct, and complete. Declaration 01 preparer (other than officer) is based on all information 01 which preparer has any knowledge, Please Sign Here ~ Signature of officer Prepare~s ~ signature GEORGEAN M. VONHEEDER, EA Firm's.name (or SALLMANN YANG & ALAMEDA yours if sell. , emdlPIOyed), ~ 4900 HOPYARD ROAD SUITE 183 a dress and ZIP +4' PLEASANTON CA 94588-3344 TEEA0812L 02106/06 MARTIN INDERBITZEN ~ PRESIDENT l' pe or print name and title Check if self- employed ~ Preparer'S SSN or PTIN (See ~emJ~~'i~~o~ W) Paid Pre- . parer's Use Only BAA E1N Phone no. ~ ~ 94-2484789 (925) 426-7744 Form 99D-EZ (2005) Departmenl of the Treasury Inlernal Revenue Service Name of the organization Organization Exempt Under Section SOl(c)(3) (Except Private Foundation) and Section 501 (e), 501(f), 501(k), 501(n), or 4947(a)(1) Nonexempt Charitable Trust Supplementary Information - (See separate instructions.) .. MUST be completed by the above organizations and attached to their Form 990 or 990.EZ. Employer Identification number OMS No. 1545-0047 SCHEDULE A (Form 990 or 99D-EZ) 2005 DUBLIN FINE ARTS FOUNDATION 68-0169575 lam<<llIM Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (See instructions. List each one. If there are none, enter 'None.') (a) Name and address of each (b) Title and average employee, paid more hours per week than $50,000 devoted to position (c) Compensation (d) Contributions (e) Expense to employee benefit account and other plans ana deferred allowances compensation NONE ------------------------- o o. o. o. Total number of other employees paid over $50,000. , . . . . . , . . . . . . . . . . . . . , , .. , . . . . . . , . ,. ~ 0 ~!iiiJm~ . @,' Compensation of the Five Highest Paid Independent Contractors for Professional Services (See instructions. List each one (whether individuals or firms). If there are none, enter 'None.') (a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation NONE ---------------------------------------- o. ---------------------------------------~ Total number of others receiving over $50,000 for rofessional services. . , . , . , .. ~ 0 ~l?llitt~ll~a~ Compensation of the Five Highest Paid Independent Contractors for Other Services (List each contractor who performed services other than professional services, whether individuals or firms. If there are none, enter 'None.' See instructions.) (a) Name and address of each independent contractor paid more than $50,000 (b) Type of service (c) Compensation NONE ---------------------------------------- Total number of other contractors receiving over $50,000 for other services, . . . . . . . . .. ~ 0 BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990.EZ. Schedule A (Form 990 or 990-EZ) 2005 lEEA0401 L 08109/05 e Transfer of any part of its income or assets? . , , .. . .. . .. . .. . .. . . . . . . . . .. .. . . , , . . . . . . . . . . . . . . . . . , . .. . .. .. .. . . , .. . . . .. 3a Do you make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an explanation of how you determine that recipients qualify to receive payments.), . . . , . . , . . . . . . . . , . . , . . . . . . , . . . . , , . . . , . . . b Do you have a section 403(b) annuity plan for your employees? , . . , . . . . . . . . . . . . , . , . . . . . . . . . . , . . . . . . . . . . . . . . . . , .. ... c During the year, did the organization receive a contribution of qualified real property interest under section 170(h)? . ,. .. 4a Did you maintain any separate account for participating donors where donors have the right to provide advice on the use or distribution of funds? . . , , . . . , . . . . . . . . . , . . . . . . . , . , , , . . . . . , . . . . . , . . . . , , . . . . . . . . . . , . . . . . . . . . . . . . . . ' . . . . . bOo ou rovide credit counselin ,debt mana ement, credit re air, or debt negotiation services? . . . . . , . . . , . , . , . . , , . . . . . l~litIfBl Reason for Non-Private Foundation Status (See instructions.) The organization is not a private foundation because it is: (Please check only ONE applicable box.) 5 ~ A church, convention of churches, or association of churches, Section 170(b)(1 )(A)(i). 6 A school. Section 170(b)(1)(A)(ii). (Also complete Part V.) 7 A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(iii). 8 A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v). 9 A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state'" .J_____ __ _____ __ __ ___ _______ _ _ ______ __ _____ _ _ _______ ----- 10 DAn organization operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1)(A)(iv). (Also complete the Support Schedule in Part IV-A.) 11 a [R] An organization that normally receives a substantial part of its support from a governmental unit or from the general public. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) . 11 b D A community trust. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.) 12 D An organization that normally receives: (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts from activities related to its charitable, etc, functions - subject to certain exceptions, and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A,) 13 D An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in: (1) lines 5 through 12 above; or (2) section 501 (c)(4), (5), or (6), if they meet the test of section 509(a)(2). Check the box that describes the type of supporting organization: ... D Type 1 [l Type 2 n Type 3 Provide the following information about the supported organizations. (See instructions.) Schedule A (Form 990 or 990-EZ) 2005 DUBLIN FINE ARTS FOUNDATION 68-0169575 li~ar.tl.lm"l Statements About Activities (See instructions.) 1 During the year, has the organization attempted to influence national, state, or local legislation, including any attempt to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid or incurred in connection with the lobbying activities..., ~ $ N/A (Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.). . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . . . . . . - . . Organizations that made an election under section 501 (h) by filing Form 5768 must complete Part VI-A. Other organizations checking 'Yes' must complete Part VI-B AND attach a statement giving a detailed description of the lobbying activities. 2 During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal beneficiary? (If the answer to any question is 'Yes,' attach a detailed statement explaining the transactions.) a Sale, exchange, or leasing of property? .... ,. ,... ..,..,............. ,. . ,., ,.......... , ............... .. ........ .... b Lending of money or other extension of credit? . . . . . . . . . . , . . . . . . . . , . . . , , . . . . , . . . . . , . . . . . . . . . . . ' . . , , . . . . . . . . , . . . , . . . . c Furnishing of goods, services, or facilities? . , . . . . , . . . . . , . . . , . . . . . . . . . . .. . . . . . , . . . . . . , , , . , , , . . . . , . . , . , . . . . , , . . . . . . . , . d Payment of compensation (or payment or reimbursement of expenses if more than $1,OOO)? ..,. . . . ..... ....,.. .. . . ... (a) Name(s) of supported organization(s) Page 2 Yes No 1 X 2a X 2b X 2c X 2d X 2e X 3a X 3b X 3c X 4a X 4b X (b) Line number from above 14 n An organization organized and operated to test for public safety. Section 509(a)(4). (See instructions.) B~ TEEA0402L 08109105 Schedule A (Form 990 or Form 990-EZ) 2005 Schedule A (Form 990 or 990-EZ) 200S DUBLIN FINE ARTS FOUNDATION 68':'0169575 li~il&'tA~ Support Schedule (Complete only ify6u checked a box on Iilie 10, 11, or 12.) Use cash method of accounting. Note: You ma use the worksheet in the instructions for convertin from the accrual to the cash method of accountin . Pa e 3 Calendar year (or fiscal year (a) 2~bJ3 (c) (d) beginning in). . . . . . . , , , . . , , . . . . . . ~ 2004 2002 2001 15 Gifts, grants, and contributions received. (Do not include 49,250. 54,875. 30,000. 87,50l. unusual rants. See line 28.) . . . 16 Membershi fees received. .. ... (e) Total 221 626. O. 17 Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, ete, purposa . . . . . . . . . . . . . 18 Gross income from' interest dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organ- ization after June 30 1975......" , , . o. 13. 219. 556. 1 139. 1,927. 19 Net income from unrelated business activities not included in line 18 . . . . . , , 20 Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf.. , .. .. . .. .. .. .. .. , 21 The value of services or facilities furnished to the orljanization by a governmental Unit without charge. Do not include the value of services or facilities generally furnished to the ublic without char e,..,... 22 Other income. Attach a schedule. Do not include gain or (loss) from sale of ca ital assets.. .. .. .. .. .. . . . .. . 0 . 23 Total of lines 15throu h22..... 49,263. 55 094. 30,556. 88 640. 223,553. 24 Line23minusline17........... 49,263. 55,094. 30,556. BB,640_ 223,553. 25 Enter1%ofline23............ 493. 551. 306. BB6.1it.1j~.t.IV&r 26 Organizations described on lines 10 or 11 : a Enter 2% of amount in column (e), line 24. , . . .. . . .. . , , .. ~ 26a 4 , 471 . b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts for 2001 through 2004 exceeded the amount shown in line 2Ga. Do not file this list with your return. Enter the total of all these excess amounts. . . . . .. . . .. . . . . . . .. .. , . , .. .. . .. . , , . .. . . , . . .. . . .. . . . . . .. .. .. , .. . . ,. ~ c Total support for section 509(a)(1) test: Enter line 24, column (e) .. , , . .. , .. . .. .. , .. .. .. . .. .. . .. .. .. .. .. .., ~ 26c dAdd: Amounts from column (e) for lines: 18 1,927. 19 _ 22 26b 26d e Public support (line 26c minus line 26d total) . . . . , . . . . . . , . , . . . , . . . . , . , . . . . . . . . . . . . . . . . . . . . , . . . . . . . , . . . . ,. ~ 26e f Public su ort ercenta e line 26e numerator divided b line 26c denominator .................,...,. ~ 26f 2:J Organizations described on line 12: N/A a For amounts included in lines 15, 16, and 17 that were received from a 'disqualified person,' prepare a list for your records to show the name of, and total amounts received in each year from, each 'disqualified person.' Do not file this list with your return. Enter the sum of such amounts for each year: (2004) __ _ ___ __ _ __ _ (2003) _____ _______ (2002)___ ______ ___ (2001) ______ _______ bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records . to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2) $5,000. (Include in the list organizations described in lines 5 through 11 b, as well as Individuals.) Do not file this list with your return. After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences (the excess amounts) for each year: . (2004) ___ _____ __ __ (2003) ___ _ _ ___ _ ___ (2002) ________ ____ (2001) _____ ________ c Add: Amounts from column (e) for lines: 15 16 17 20 21 d Add: Line 27a total. . . . . and line 27b total. , . . . . . . . . . . e Public support (line 27c total minus line 27d total). . . . . . . . . . . . . . . . . . . , . .. . . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . .. ~ f Total support for section 509(a)(2) test: Enter amount from line 23, column (e} .. ~ 2:Jf g Public support percentage (line 2:Je (numerator) divided by line 27f (denominator)) . . , . . . . . . . . , . . . . . . . . . .. ~ 2:J h Investment income ercenta e ine 18, column enumerator dividedb line 27f denominator ,.....,.. ~ 27h 28 Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2001 through 2004, prefare a list for your records to show, for each yearhthe name of the contributor, the date and amount of the grant, and a brief description 0 the nature of the grant. Do not file this list wit your return. Do not include these grants in line 15. BAA TEEA0403L 02103106 Schedule A (Form 990 or 990-EZ) 2005 o. O. O. 223,553. ~.- -" . . 1 927. 221,626. 99.14 % Schedule A (Form 990 or 990-EZ) 2005 DUBLIN FINE ARTS FOUNDATION IllrJti.~ Private School Questionnaire (See instructions.) (To be completed ONLY by schools that checked the box on line 6 in Part IV) 68-0169575 Page 4 N/A Yes No --------------------------------------------------------- 29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, other governing instrument, or in a resolution of its governing body? . , . .. . .. .. .. , . , . .. . .. . . .. .. .. , .. . .. . . . . . .. .. . .. .. 30 Does the organization include a statement of its racially nondiscriminato~ policy toward students in all its brochures, ~~~~~~~r;h7gs~~~~~ ~~i~~~ :.~~~~~.i~~~i~.~~ ~i.t~.~~~ .~~~~i~.~~~~i~.~ ~i.. .~~~~:~~ .~~~.i~~~~~~,. ~.r~~.r~.~~:.............. 31 Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that makes the policy known to all parts of the general community it serves? ,. . . . . . , . . . . . . . , . . . . . . . . . , . , . . . . . . . . . . . . , . , . , If 'Ves,' please describe; if 'No,' please explain. (If you need more space, attach a separate statement.) --------------------------------------------------------- -----------------------------------,--------------------- -------------------------------------------------------- 32 Does the organization maintain the following: a Records indicating the racial composition of the student body, faculty, and administrative staff?....,....,..........,.. 32a b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory basis? ." .. ....,........, ....................,... ..........,. , . . .. ,.......... ., ., . .......,.. ,.,. 32b c Copies of all catalogues, brochures, announcements, and other written communications to the pUblic dealing with student admissions, programs, and scholarships? . , , . , . , , . . . , . . , , . . . . . , , . . . , . . . . . . . . . . . . . . . , . . . . . . . . . . . , . . , . . . . d Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . , . . . . . . , . , , . . . . . . . . , . , . . . . If you answered 'No' to any of the above, please explain. (If you need more space, attach a separate statement.) -------------------------------------------------------- -------------------------------------------------------- 33 Does the organization discriminate by race in any way with respect to: a Students' rights or privileges?, ... ....... .., , .............. ... ..... ............, ,.,...,...... .... " ,..... ,. ., .., ,... 33a b Admissions policies? . , . , . , . . . . . . . . _ . . . . . , . , . . , , . , . . . . . . , , . . , , . . , , . . . . . . . . . , . , . . . . . . . . . . . . , . ,. . , , . . . . . . , . . . . . , . , , ., 33 b c Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . , . . . . . . . . . . , . . . . . . . . , . . . . . . . . . . . , . . . . . . . . , . . . , , , . . .. 33c d Scholarships or other financial assistance? . . .. .. .. . . . . . . , . . , . , , . .. .. .. .. . , . , , . , , .. .. .. .. , , . . . . . .. . .. . . .. . . . , , .. . ... 33d e Educational policies?... .. .........,. ,. .. ,., ................,......... ~'. , ................... ....... ..., .. .....,... 33e f Use of facilities? . .. . . , . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . , . . . . . . . . . . . . . . . . . , . , . . . . . , . . , . , . . . . .. 33f If you answered 'Ves' to any of the above, please explain. (If you need more space, attach a separate statement.) 9 Athletic programs? , . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , , , , . . . . . . . . . . . . . . . , . . . . . . . . . , , . . , . , , . . . , . . . . . . . . . . . . . . . . h Other extracurricular activities? . . . . . . . . . , , , . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . , . . . . . . . . . . , , , . . . . . . . . . . . . . . . . . , . . . . . . . . . -------------------------------------------------------- --------------------------------------------------------- --------------------------------------------------------- 34a Does the organization receive any financial aid or assistance from a governmental agency?,............. .............. b Has the organization's right to such aid ever been revoked or suspended? , . .. .. .. . .. . , .. .. .. . .. .. .. , , , .. .. .. . .. . .. . . . If you answered 'Ves' to either 34a or b, please explain using an attached statement. 35 Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05 of Rev Proc 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If 'No,' attach an ex lanation..,.........,...........,....,......,..,............................ 35 BAA TEEA0404l 08108/05 Schedule A (Form 990 or 99Q-EZ) 2005 Schedule A (Form 990 or 990-EZ) 2005 DUBLIN FINE ARTS FOUNDATION ler~v.l~ Lobbying Expenditures by Electing Public Charities (See instructions.) (To be completed ONL V by an eligible organization that filed Form 5768) if the organization belongs to an affiliated rou. Check ~ b if you checked 'a' and 'limited control' rovisions a I. (a) (b) Affiliated group To be completed totals for ALL electing organizations 68-0169575 Page 5 Check ~ a Limits on Lobbying Expenditures (The term 'expenditures' means amounts paid or incurred.) 36 Total lobbying expenditures to influence public opinion (grassroots lobbying). . , . . . . . . 37 Total lobbying expenditures to influence a legislative body (direct lobbying). . . . . . . . . . 38 Total lobbying expenditures (add lines 36 and 37)...... ,.,..,.... ..... ." .,........ 39 Other exempt purpose expenditures. . .. . . . . . .. , , .. .. .. .. . .. . .. .. . . , . . , . , , .. . . . . .. , 40 Total exempt purpose expenditures (add lines 38 and 39), . . . . . . . . . . . . . . . , . . , . . . . . . . 41 Lobbying nontaxable amount. Enter the amount from the following table - If the amount on line 40 is - The lobbying nontaxable amount is - Not over $500,OOQ . . . . . . . . . , , , . . . . . . . ,. 20% of the amount on line 40. . . . . . tl Over $500,000 but not over $1,000,000. . . .. . . . . " $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 . . . . , . . .. $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 . . . . . . .. $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000.. .. .. . . . . . .. , .. . . .... $1,000,000....................... 42 Grassroots nontaxable amount (enter 25% of line 41} . . . , . . . . , , . . , . , . . . . . , . . , , , , . , . 43 Subtract line 42 from line 36. Enter -0- if line 42 is more than line 36. . . , . . , . . . . . . . . . 44 Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38. . . . . . . . . . . . . . . . Caution: If there is an amount on either line 43 or line 44, au must file Form 4720. 4 .Year Averaging Period Under Section 501(h) (Some organizations that made a section 501 (h) election do not have to complete all of the five columns below. See the instructions for lines 45 through 50.) Lobbying Expenditures During 4 .Year Averaging Period Calendar year (or fiscal year beginning in) ~ 45 Lobbying nontaxable amount. . . . . . . . . . , . , , (a) 2005 (b) 2004 (c) 2003 (d) 2002 (e) Total 47 Totallobbying ex enditures........,. 46 48 49 Grassrools ceiling amount (150% of line 48 e))...." 50 Grassroots lobbying ex enditures.......,.. e_\(I!Sm Lobbying Activity by Nonelecting Public Charities (For reporting only by organizations that Clid not complete Part VI-A) (See instructions.) During the year, did the organization attempt to influence national, state or local legislation, including any attempt to Influence public opinion on a legislative matter or referendum, through the use of: a Volunteers. . . . . . . . . . . . . . . . . . . . . . . . , , , . . . . . , . . , . . . , . . . . , . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . , . . . . . . . . . b Paid staff or management (Include compensation in expenses reported on lines c through h.} . . . . . . . . . c Media advertisements. . . . . . , . . . . . . . . . . . . . . . . . . . . , , . . . . . . . . . . . . . . . '. . . . . . . , . , . . . . . . . . . . , . . . . . . . . . . . . d Mailings to members, legislators, or the public. .. . . . .. , . .. .. .. .. .. . .. . . . . .. . .. . .. .. .. . . .. .. . .. .. .. .. e Publications, or published or broadcast statements.. . . . .. .. .. .. . .. .. . . . . , , . .. . .. .. . .. .. . . . .. .. . . .. . . f Grants to other organizations for lobbying purposes. . . . . .. . . . .. . .. . . , .. . . .. .. .. . .. . , , , .. .. .. .. . .. . . . g Direct contact with legislators, their staffs, government officials, or a legislative body. . . . . . . . . . . . . . . . . . h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means. . . , . . . . . . , . . . i, Total lObbying expenditures (add lines c through h.). . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . , . , . . . . . If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities. BAA Schedule A (Form 990 or 990-EZ) 2005 N/A Ves No TEEA0405L 08108105 Schedule A (Form 990 or 990-EZ) 2005 DUBLIN FINE ARTS FOUNDATION 68-0169575 Page 6 Iflli\'!tlll.llnformation Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (See instructions) 51 Did the reJ:orting or~anization directly or indirectly engage in any of the following with a~1i other organization described in section 501 (c) of the Co e (other t an section 501 (c)(3) organizations) or in section 527, relating to poll ical organizations? a Transfers from the reporting organization to a noncharitable exempt organization of: Yes No (i)Cash . .. . . . .. .. . .. . . . . , .. . . . .. .. .. . . .. . . . .. .. .. .. . . . . . . .. . . .. . . . .. . .. . , . . .. . . , .. . .. .. . . . . . .. .. .. . . . . , . , . .. 51 a (i) X (ii)Other assets. , . . . . , . , . , . . , . , . . . . . . . . , . . . . . . . . . . . , . . . . . . , . , . . . . . , . . . , . . , . , . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . , , . a (ii) X b Other transactions: (l)Sales or exchanges of assets with a noncharitable exempt organization. . . . . . . . . . . . . . . . . . . , . . , , . . . . . . . , . . . . . . b (i) X (ii)Purchases of assets from a noncharitable exempt organization. . , . . . . . . . . . , , , . , . , . . . . . . . , , . . . . . . . . . . . . . . . . , . . b(iil X (iii)Rental of facilities, equipment, or other assets. . . . . . . . . , . . . . . , . . . , . . , . . . . . . . . , . . . . . . . . . . , . . . . , . . . . . . . . . . . . . . b(lii) X (lv)Reimbursement arrangements. . . . . . . . . , . . . . . . . . . , . , . , . . . , , . . . , . . . . . . . . . , . . . . . . . . . . . . . . . , . , . . . . . . . . . . , . , . , , b (iv) , X (v)Loans or loan guarantees. . . . . . . . . , . . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . , , . , . . . . . . . . , . . . , . . . , . . . . . . . . . . , . , , . . bey) X (vi)Performance of services or membership or fundraising solicitations. , . . . . . . . . . , . . . . , . . . . . , . . . , , . , . . . . . . . . , , . , . b(vi\ X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees. , . . . . . . . . . . . . . . . . . . . . . . . . . . , , . , . . , . C X d If the answer to any of the above is 'Yes,' complete the following schedule, Column (b) should alw~s show the fair market value of th~ wods, other assets, or services given by tlie re~ortin?d~r~anization. If the or~anIzation receive less than fair market value in an ansaction or sharing arrangement. show in co umn devalue of the QOO s, other assets, or services received: (a) (b) ~c) (d) Line no. Amount involved Name of noncharitab e exempt organization Description of transfers, transactions, and sharing arrangements N/A I I I 52a Is the organization directly or indirec~ affiliated with, or related to, one or more tax-exempt organizations ~ 0 Yes ~ No I described in section 501 (c) of the Co e (other than section 501 (c)(3)) or in section 5277. . . . . . . . . , . . . . . . . . . . . , . . . . . I b If 'Yes: comolete the following schedule: (a) (b) (Cl I Name of organization Type of organization Description 0 relationship N/A BAA Schedule A (Form 990 or 990-EZ) 2005 TEEA0406L 08108/05 -_.-.-- -""-_.~ 2005 FEDERAL STATEMENTS PAGE 1 CLIENT 1015 1125/08 DUBLIN FINE ARTS FOUNDATION 68-0169575 12:29PM STATEMENT 1 FORM 990-EZ, PART I, LINE 16 OTHER EXPENSES ARTISTS FEES....... ........,........................"...........,...... .................... ,...... $ CONSULTING DIRECTOR.........,...................,.........,.,.......,...........,..,..,.....,.. DUES,.,...........,....,.,........,.................,...,.,...,...,...,.............................,.. FILING FEES......,.... ,. ......,. ,.... ..............,.............,. ,........ ,.,.......,.,... .....'.. INSURANCE. , . . . . . . . . . . . . . . . . . . . . . . , . , . , . . . . . . . . . , . . ' , . . , . . , . . . . . . , . , , , . . . . . . . . . . , . , . , . , . . . . . , , . . . . . . . . SUPPLIES. . . . , . . , , . . . . , . . . . . . . . . . . . . . . . . . . . . . , . . . , . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , , . . , . . . . . . . . , . . WEBSITE. . . . . . . . . . , , . , , , . . . . . . . . . . . . . . . . , . . . . . . . . . , , . , , . , , . . , . . . . . . . . . , , . . . , , . . . . . . . . , . , , . . . . , . . . . . , , . . TOTAL $ 2,500. 6,000. 145. 35. 548. 347. 106. 9,681. STATEMENT 2 FORM 990-EZ, PART IV LIST OF OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES TITLE AND CONTRI- EXPENSE AVERAGE HOURS COMPEN- BUT ION TO ACCOUNT I NAME AND ADDRESS PER WEEK DEVOTED SAT ION EBP & DC OTHER HELEN YUN DIRECTOR $ O. $ o. $ O. 11566 SOLEADO COURT 1 DUBLIN, CA 94568 GEORGEANM. VONHEEDER TREASURER O. O. O. P. O. BOX 2726 5 DUBLIN, CA 94568 CLAUDIA MCCORMICK DIRECTOR O. O. O. 7170 EMERALD AVE 1 DUBLIN, CA 94568 CINDY LEUNG SECRETARY O. O. O. 7904 JADE CIRCLE 1 DUBLIN, CA 94568 MARTIN INDERBITZEN PRESIDENT O. O. O. P. O. BOX 1537 3 PLEASANTON, CA 94566 TOTAL $ O. $ o. $ o. STATEMENT 3 FORM 990-EZ, PART V REGARDING TRANSFERS ASSOCIATED WITH PERSONAL BENEFIT CONTRACTS (A) DID THE ORGANIZATION, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT?........................... NO (B) DID THE ORGANIZATION, DURING THE YEAR, PAY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT?................................................... NO 2005 PAGE 1 CLIENT 1015 1/25/08 FEDERAL WORKSHEETS DUBLIN FINE ARTS FOUNDATION PROJECTED SUPPORT SCHEDULE FOR 2006 THIS WORKSHEET PROJECTS IF THE ORGANZIATION WILL MEET THE SUPPORT TEST FOR THE TAX YEAR 2006 BASED ON THE DATA ENTERED IN SCREEN 55 FOR THE COLUMN 2005. SUPPORT ITEMS 15. GIFTS, GRANTS, AND CONTRIBUTIONS 16. MEMBERSHIP FEES RECEIVED 17. GROSS RECEIPTS FROM ADMISSIONS, MERCHANDISE SOLD OR SERVICES PERFORMED, OR FURNISHING OF FACILITIES IN ANY ACTIVITY THAT IS RELATED TO THE ORGANIZATION'S CHARITABLE PURPOSE 18. GROSS INCOME FROM INTEREST, DIVIDENDS, SAMOUNT RECEIVED FROM PAYMENTS ON SECURITIES LOANS, RENTS, ROYALTIES, AND UNRELATED BUSINESS TAXABLE INCOME FROM BUSINESSES ACQUIRED BY THE ORGANIZATION AFTER 6/30/1975 19. NET INCOME FROM UNRELATED BUSINESS ACTIVITIES NOT INCLUDED IN LINE 18 20. TAX REVENUES LEVIED FOR THE ORGANIZATION'S BENEFIT AND EITHER PAID TO IT OR EXPENDED ON ITS BEHALF 21. THE VALUE OF SERVICES OR FACILITIES FORI SHED TO THE ORGANIZATION BY A GOVERNMENTAL UNIT WITHOUT CHARGE. DO NOT INCLUDE THE VALUE OF SERVICES OR FACILITIES GENERALLY FURNISHED TO THE PUBLIC WITHOUT CHARGE 22. OTHER INCOME. DO NOT INCLUDE GAIN (OR LOSS) FROM SALE OF CAPITAL ASSETS 23. TOTAL OF LINES 15 THROUGH 22 24. LINE 23 MINUS LINE 17 25. ENTER 1% OF LINE 23 2005 (A) 2003 (e) 2002 (0) 30,000. 556. 30,556. 30,556. 306. ORGANIZATIONS DESCRIBED ON LINES 10 OR 11: 26A. 2% OF AMOUNT IN COLUMN (E), LINE 24 26B. TOTAL OF ALL INDIVIDUAL CONTRIBUTIONS THAT EXCEED THE LINE 26A AMOUNT 26C. TOTAL SUPPORT FOR SECTION 509(A) (1) TEST (LINE 24, COLUMN (E)) 26D. ADD THE AMOUNTS FROM COLUMN (E) FOR LINES 18, 19, 22, AND 26B 26E. PUBLIC SUPPORT (LINE 26C MINUS LINE 26D) 26F. PUBLIC SUPPORT PERCENTAGE (LINE 26E DIVIDED BY LINE 26C) 2004 (8) 23,103. 49,250. 54,875. 68-0169575 12:29PM TOTAL (E) 157,228. o. O. 812. o. O. o. o. 158,040. 158,040. 3,161. O. 158,040. 812. 157,228. 99.49% 24. 13. 219. 23,127. 49,263. 49,263. 493. 55,094. 55,094. 551. 23,127. 231. .; --,. l! .... City of Dublin Fiscal Year 2008-2009 Application for Funds ",-"i. . :~ ,~'~<?curate and that 'J~i ~r ;~I :.q ~r":~;;. Sigpa1lures :,,1l~ !:~\ ~~J! '-.-~~f1 [~) ~"'>~ J~' '~::I ;.;. 'jJ ~ li1 ~iffA1 SECTION 2 Page 11 of 16 F ... ti I) / ':\, ) I '. l"'.. .,. .' .,' ":Internal Revenue Service 'tDistrict Director Department of the Treasury 3 0 \989 JI\N POBOX 36001 SlOP SF-4-4-46 SAN FRANCISCO, CA 94102 Date: JAN. 25, 1989 EnplGyer Identification Nunber: 68-0169575 Case Nunber: 958335002 Contact Person: ,PATRICE WHANG Contact Telephone Nunber: (415) 556-0228 DUBLIN FINE ARTS FOUNDATION 20211 PATIO DRIVE SUITE 215 CASTRO VALLEV, CA 94546 Accounting Period Ending: December 31 Foundation Status Classification: 50S (a) (1) Advance Ruling Period Ends: 'Dec. 31, 1992 Caveat Applies: , Ves Dear i\pp I' i cant: ") // Based on info rnat i on supp lied, and assum i ng your ope rat ions Hi Ilbe as stated in your application for recognition of eKellption, Neha....e deterlllined you are exempt from Federal income tax under section 501(c) (3) of the Internal Revenue Code. Because you are a neHly created organization, He are not nON making a final determination of your foundation status under sectlbn~509(a) of'the Code. HOHe....er, Heha....e deterlllined that you can reasonably b~Kpe~ted to be a publicly supported organization described in sections 509 (a) (1) und 170(b) (1) (fIl) (....i) . Accordingly, you Hill be treated as a publicly supported organization, and not as a private foundation, during an advance ruling period. This advance ruling period begins on the date of your inception and ends on the date shoHn above.' Within 90 days after the end of your advance ruling period, you must sublllit to us inforllation needed to determine Nhe't;her you have lIet the ., requ irenents ,of the app I icable support test dur ing. the ad....ance, ru I ing per j:,od. IfyolJ establ ish that you have been a: pLibl i cly supported organi zati,on,you Hi Ilbe c lass if iedas a section 509 (a) (1) or 509 (aH2) organ izationas,long as you cont i nueto :lIeet therequ i rellents 'of' the appU tab I estJpport, test. ' If you do notlleet the public support requ irementsdur i ng the advancerLJ ling" period, you Hill be classified as a pri.....ate foung~tion for futureperiods~ Also, , if you are classified as a pdvate foundation, you Hill be treated as a private foundation from the date of your inception for purposes ofsectioris 507Cd) and 4940. . " , Grantors and donors may rely' on the deternination that you are ,nqta ' private foundationuntif 90 days after the end of your advance ruling period. If you subnit the required information within the 90 days, grantors,and donors t; , ~' A;rill/11 MY 1-1 , , " .~ ,:.:~,':';.';' .--.--..:, Letter ,,1045 CCG) . .i I) -2- DUBLIN FINE ARTS FOUNDATION nay continue to rely on the advance deternination until the Service makes a final determination of your foundation status. HOHever, if notice that you Hill no longer be treated as a section 509(a) <1) organization is published In the Internal Revenue Bulletin, grantors and donors may not rely on this deter'nine:l::ion after the date ofsueh publ ication. Also, B grantor or donor 'flay not rely onthis.cletermination if he or she Has in part responsible for, or Has aHare of, the act of failure ~o act that resulted in your loss of sect ion 509 (a) (1) status, or acqu ired knoH ledge that the Interna I Revenue Service had giYen notice that you Nould be removed from classification BS a section 509 (a) (1) organization. )f your sources of support, or your purposes, character, or lIethod.of operation change, please let us knoH SI) He can consider the effect of 'the chang~\on your e~empt status and foundation status. Also, you should inforn us of all changes in your name or addree.s. AS of January I, 1984, you are I iabl e, fo.r 'taKes under the Federa I lnsurance Contributions Act (social security taxes) on renuneratlon of $100 or ~ore yo~ pay to each of your enployees during a calendar year. Vou are not liable for the ta~ illposed under the Federal Une~ploynent Act (FUTA). ,. ." I, , . )<-:.:<. Organ izat Ions that are not private foundat ions are not sub..iect to the ,<:::- ~xcls(l: :ta~f!Js under Chapter 42 of the Code. HOHever, you are not automatically exempl::Jr:olll,:other Federa I exc Ise .taxes. If you ha....e any quest ions about excise,eG'ipl.f?y~ent:, .or,other Federal takes, please let us kn~H. ~-- . Donors lIay deduct contrlbutlons to you as pro....ided in section 170. of the Code. Bequests, legaCies, de....ises, transfers, or gifts to you or fO,rvour uee are deductible for Federal estate and gift tax: purposes if they .me~1;::1:he, . ..' :,_'-'_';" app I icab I a prov is ions of sect Ions 2055, ,.210Ei, 'and 2522 of the, ..C().d~;".""~-_.::':~:~~:::::'~~::;:~,'-::::::-, . > '.. .... . '. ,,, ..-........ ..._~._._:~.~:::...:~:.:--~:.~~::~: ;:-_:.:;~.....~~:.~. .;~;;. ~ ..:.~~.-;:' ." "ou are requ i red to f. i I ~:F~t~_'9~O_, ,J~etut-t:i.,~~f,:.':{)'~garilzat'i (m'--~)(eiiiFit.f rani" I ncoll~ Tale. on l!t' I.f 'you~:..:.9ross..,rece fjij:s ~iB9h~:-yea.r are n6rl'la.11 y no're than $25,000. ]f af.:~turfl':),$r...equi.r9d;:.:ft'l1usf be'fi led by the 15th day of the f i f~h mor.l'l:h-af:t~r.~ffie-' end 'of ':your Ilnnua I account i ng per i od. The I aM i I'Iposes "a, penalty 'of $10 a day, up to a max illlUI1 of $5,000, when ,8 .return is filed .,- I ate F un less:t,,~i-e :is rea.5ona b I e cause f or-the . de I a y . "You .,are-'not--r-equ ired to . f i Ie 'Federa I 'income tax returns un r ess you are subject to the tax on unrelated business ,incolle under section 511 of' the Code. If you areaubject to this talC, you nust file a,n iocone tax return on Forll 990-T, Exellpt Organization Business Incol1e lax Return. In this letter, He are not deter...lning Mhetherany of your present or-Pt~posed activities are unrelated trade or business as defined in section 513 of the Code. . _ ." '..:. - ""ou nEled, an emp I oya r i dent If i cat ion nunbe r e....en if you hsoys no el1lp I oyees. ..:....,:_., )":::-:..:-..If.-:an"-:elll~-IOyer:'Lde~ti,fi,cation nUII~er was.oo,t enter~d on your appl ica,tion, ,a ' _ \. _' ',', nUllber 10111.1 be, ass'lgrled-to :you: and :you, Hili be adVised of It. P,lease use that - nunbar on a It retur'ns you' fit e and in a II correspondence Hi th the I nterna I Revenue Service. . I Letter 104S(CGl . . . . . .----+-.---_..- () ).' \ ~) -3- DUBLIN FINE AR1S FDUNDA1ION Because this letter could help resol....e any questions about your exellpt status and foundation status,you should keep it in your per~anent records. If the heading of this letter indicates that a c8veatapplies, the caveat , below or on the enclosure is an integral part of this letter. If you ha....e any questions, please contact the person Mhose name and telephone nu~ber are shoNn in the heading of this letter. Sincerely yours, . ~la~~.~. l1uW .'1\' . Frederick,C. Nielsen District Director .~ Letter 1045 (CG) , , . ----------.....-... . . , . . -. ...-'--....-.-----.-.-.-.-.. . I) ) . -'.-/ ) ........ -4- DUBLIN FINE ARTS FOUNDATION Contribution deductions are allowable to donors only to the e~tent that their contributions are gifts, with no consideration received. Ticket purchases and sini lar payments in conjunction,with fund-raising events nay not necessarily qualify as deductible contributions, depending on the circunstances. See Revenue Ruling 67-246, published in Cunulative Bulletin 1967-2, on page 104, which sets forth guidel ines regarding the deductibility, as charitable contributions, of payments made by taxpayers for admission to or other participation In fund-raising activities for charity. This deternlnation letter Is effective from Oct. 18, 1988, the date your organization was incorporated. L....:__._ ._. __._._.___._'_ __,__"'_.__,__._. Letter 1045 (CG) ~ TRAVELERS CHARITY FIRST AJG CO, ONE MARKET SPEAR STREET TOWER SAN FRANCISCO CA 9~lOS 03292 .L2 Page 1 of 2 Account Bill Account No. 6509V4064 Date of This Bill 05/03/07 1~f11t9I~9t.]g!W::il%f $995.00 ~~::i1.mM,~iP.li.iM1py'gr;{@:~ $995.00 DUBLIN FINE ARTS FOUNDATION P. O. BOX 2912 DUBLIN CA 94568 PAYMENT MUST BE RECEIVED BY: MAY 23, 2007 ACCOUNT BILLING SUMMARY POLICY TYPE POLICY PERIOD MIN. DUE $995.00 $995.00 BALANCE $995.00 $995.00 422X3942 660 Commercial Package OS/23/07 To OS/23/08 TOTAL BALANCE TRANSACTIONS SINCE LAST STATEMENT Total Transactions (See Transaction Detail Section) +995.00 $995.00 TOTAL BALANCE TRANSACTION DETAIL .' POLICY NUMBER 422X3942 660 Commercial Package OS/23/07 Renewal 995.00 TOTAL TRANSACTIONS $995.00 CONTINUED ON NEXT PAGE Please detach the payment coupon and mail with your payment in the enclosed envelope to: TRAVELERS, CL & SPECIALTY REMITTANCE CENTER, HARTFORD, CT 06183-1008. ................. ........... .... ....... ............... ............ ............................. ... ...... ... ...... ............. .." !I-1;[-w/Y/ e /1/ E For: Dublin Fine Arts Foundation P.O. Box 2912 Dublin, CA 94568 925-846-8803 California Insurance Center CA Lic. # 0423393 3697 Mt. Diablo Blvd., #300 Lafayette, CA 94549 925-299-1112 Property Travelers Property Casualty 660422X394206 OS/23/06 05123107 Premises 1 Building 1 BUS PERS PROP Coins % 90 Valuation RC Cause of Loss SPECIAL Deductible 500 ACCTS. RECE Valuation Cause of Loss Deducbble 8,200 2,500 RC SPECIAL 500 LEGAL LIAS. Deductible 300,000 500 For: Dublin Fine Arts Foundation P.O. Box 2912 Dublin, CA 94568 925-846-8803 California Insurance Center CA Lic. # 0423393 3697 Mt. Diablo Blvd., #300 Lafayette, CA 94549 925-299-1112 General Liability Travelers Property Casualty , 660422X394206 05123/06 05123/07 Occurrence General Aggregate ProductslCompleted Oper. Aggr. Personal & Advertising Injury Each Occurrence ' , Damage to Rented Premises Medical Expense (Any One Person) Clubs-Civic-Servlce or Social-N buildings or premises owned or I ased Class Code: 41670 Premium Basis: 10 Members (T) OTHER 2,000,000 2,000,000 1,000,000 1,000,000 Excluded 5,000 For: Dublin Fine Arts Foundation P.O. Box 2912 Dublin, CA 94568 925-846-8803 California Insurance Center CA Lie. # 0423393 3697 Mt. Diablo Blvd., #300 Lafayette, CA 94549 925-299-1112 Business Auto Travelers Property Casualty 660422X394206 OS/23106 OS/23107 Liability CSL Hired Autos Non-Dwned Autos Endorsements, Forms, Conditions: 1,000,000 . See Attached Vehicle Schedule L..,__________ bOD ~~ Ai or .! -,. I!! ~ City of Dublin Fiscal Year 2008-2009 Application for Funds 7. Required Attac~~~,~J~:::.:;:.:,;,';m"c:~~:::,::'t""C"""!j,t;:*";'",is:,;;;.";,;",, "'",;",,"_ _;!;~i i SECTION 2 Page 10 of 16 I l,_m__~~',__,_____.______, r 'fr01DOO or!lfrJ,TZh1a,( '~ '1 City of Dublin Fiscal Year 2008-2009 Application for Funds I attest that the . the funds re SECTION 2 /i'} .. ,....,,,,..,...-,,. / '1" Page 11 of 16 /~/{l(Ltl7 171't:f/ F ' *