Form; 990-PF
or Section 4947(a)(1) Nonexempt Charitable Trust
Return of Private Foundation
DeperlrtnntolVieTrm~ury
Treated as a Private Foundation
im.,w r+wenue swig, Note The organization may be able to use a copy o1 this return to satisfy state rapor
Forcalendar wear 2002,ortaxyear beginning OCT 1, 2002 ,sndending SEI
OMB No 1545-0052
LOOL
Employer Identification number
Uce the IHS Name of organization label
Otherwise, UTHANNA B . SNOW CHARITABLE FOUNDATION
print Numbar,ndstreet (orPO boxnumber llmelilanolEeIIVSradtosVeelaOdrms) orrype 320 SOUTH BOSTON
See Specific City or town, state, and ZIP code
Instructions ,,
Room/suite III number
H Check type of organization U Section 501(c)(3) exempt private foundation Section 4947(a)(1)nonezemptcharrtabletrust D Other taxable private found I Fair market value of all assets at end of year J Accounting method E&I Cash
(from Part ll, cot (c), line 16) El Other (specify)
" S 1 2 6 3 4 8 2 . (Part I, column (a) must be on cash Analysis of Revenue and Explain
Ms (a) Revenue and
(the mtnl of emounb in mlumna (b)~ (c), an0 (0) mry not expenses per books
nxwvserlly equal me emounb In wlumn (0) ) (h) Net investment income
6,566 .
p
c
1-1
IF, .
LLJ 1197--liffitfact line 26 from line[
L ~ o ~~~e~pm~s aUlebun~nenb -L
a~ siEV-G) . . . . . . .
Form 990-PF(2002)
LFiH For Paperwork Reduction Act Notice, see the Instructions
1 Contributions, gifts, gents, etc , received Cnak 1 FX-1 it ft bunNOm s notrtpuirtdta riDN SGi B 2 Distributions from split-interest trusts
Interest on mvinpe end lemporuy
3 teen mvcmwic,
4 Dividends and merest from securities 5a Gross rents
6 MN heated Inwms or puss)
p Net n or (IOsf) horn sale of avseh not on ,
6a , O
Q b Gross sale, prio, for 01 on line 6e
Q 7 capital peInnMIncome(ftmPert Nline l) 8 Net short-term capital pain
B Income moErhcations 10a Gross ulm Imo -ho--and Nlow.ncm
b Less Cost of pooGa vole
e Gross profit or (loss) 11 Other income
13 Comverseeonalolfiwn,directors Watass,atc 14 Other employee salanes and wages 15 Pension plans, employee benefits
~ t 6a Legal fees STMT 3
4Y 6 Accounting teas e Other professional fees ~r 17 Interest
18 Taxes
19 Depreciation and depletion ,-E o 20 Occupancy
a 21 Travel, conferences, and meetings q 22 Printing and publications
v-4 I.m 23 Other expenses STMT 4
r-1 This' nparAtin, and 2 I trative
o R@lneE)3lh ;o h23
49,517
Accrual
6,566 .
c u s.mi ePPnmuon is Wining, check hem i u D 1 Foreign organizations, check here 10
P FoMpn orpanlxatlons meehnp one 85% lest, , chacx hsn snd el0cn compula4on E If private foundation status was terminated
under section 507(b)(1)(A), check here F If the foundation is in a 60 -month termination
under section 507 b 1 B , check here " 0 (c) Adjusted net (d) oisn.Rmrm
Income for charIdElepunpoao
STATMNT 1
STAT
EME
NT 2
9,373 .
2,057 .
571 .
12,001 .
vom 990-PF RBI 223511
of-zs-ro
Fo 990-PF(2002) RUTHANNA H . SNOW CHARITABLE FOUNDATION 73-1572883 Page 2
Balance Sheets ~'°°°~~~'°°°`~°°~°°"&A*dm cdumiNadUUelam6oFpvInwnEONy Beginning of year (a) Book Value (6) Book Value End of year (o) Fair Market Value
i Cash -non-Interest-beannp 87 , 55 1 . 130 707 . 130 707 .
2 Savings and temporary cash Investments 3 Accounts receivable 10'
Less allowance for doubtful accounts 01 d Pledges receivable 1
Less allowance for doubtful accounts 5 Grants receivable
B Recerva6les due from officers, directors, trustees, and other disqualified persons
7 OFxno"WIOUSrw&oEb
Less allowance for doubtful accounts 1 8 Inventories far sale or use
0 Prepaid expenses and deferred charges
10a Investments -U S and state government obligations
6investments-corporate stock STMT 5 645 253 . 583 098 . 588 934 .
c investments-corporate bonds STMT 6 401 , 707 . 5-0-4 , 906 . 543 841 .
11 m~s wawnm cweuncM1:~ " . . " . , , ." I , <
l= mmmuci xortdaom 1
12 Investments -mortgage loans 19 Investments " other
14 Land. buildings . and equipment basis No. ., ,
tsa+avnwmQam0~1m 15 Other assets (describe
is Total assets tobecompleted b all niers 1 , 134 , 511 . 1 1 218 , 711 . 1 263 482 .
17 Accounts payable and accrued expenses 18 Gents payable
19 Deferred revenue ~ '
20 ~oyu 4M e11icM, ylncbn truaron, end othw abpuNlnad pens 21 Mortgages and other notes payable
22 Other liabilities (describe " 1
23 Total liabilities add lines 17 through 22 0 . 0 .
Organizations test follow SFAS 117, check here ~ 0 y and complete lines 20 through 25 and lines 30 and 31
$ 24 Unrestricted A 25 Temporarily restricted
26 Permanency restricted
9 r
Organizations that do not follow SFAS 117, cheek here 1 end complete lines 27 through 31
27 Capital stock, trust principal, or current funds 0 . 0 . °
28 Paid-in or Wpttal surplus, or land, bldg , and equipment fund 0 . 0 .
29 Retained comings, accumulated income, endowment, or other funds 1,134 , 511 . 1 218 , 711 .
Z 30 total net assets or fund balances 1 134 511 .1 1 , 218 , 71 1 .
31 Total liabilities and net assetsifund hairiness 1 .134 .511 . 1 1 .218 .711
-p~;~~) Analysis of Changes In Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year- Part II, column (a), line 30
(must agree with and-of-year figure reported on prior years velum) 1 1 , 134 , 511 .
2 Enter amount from PaAI,line 27a 2 84 , 200 .
3 Other Increases not Included in line 2 (itemize) " 9 0
4 Add lines 1, 2, and 3 d 1 , 218 , 711 .
(G) Dale sold (mo,day,yr)
(n) Gain or (loss) (e) plus (t) minus (q)
(I) Gains (Col (h) gain minus cot (k), but not less than -0-) or
Losses (iromcol (h))
2 Capital gain net Income or (net capital loss) l If,lo~ sjalenter-0r yin Part 1, line 7 n Pad 3 Net short-term capital pain or (loss) as defined in sections 1222(5) and (6)
h pain, also enter In Part I, line 8, column (c)
96 .964 .
N/A
Was tie organization liable for the section 4942 tax on the Gistnbutable amount of any year M the base period? =Yes EKI No If 'Yes,* the orpanlzalion does not quality under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year, see Instructions before making any entries
1
T Add lines 5 and 6
8 Enter qualifying distributions from Part XII, line 4 1 8 ~ 42,951 .
Mina 815 equal to or greater than line 7, check the box In Part VI, line 1 D, and complete that part uslnp a 1% tax ate
See the Part VI Instructions
x2yuiA,.r3m w~ 990-PF poozi
1v I capttai Dams ana posses ror a ax on investment income (a) llst and describe the kind(s) 01 property sold (e p , real estate,
2-story brick warehouse, or common stock, 200 shs MLC Co )
.G . EDWARDS - CAPITAL GAIN DISTRIBUTION
EE ATTACHMENT 1
EE ATTACHMENT 1
.D . EDWARDS
(e) Gross sales price (Q Depreciation allowed (or allowable) (p) Cost or other basis plus expanse of sale
'omplele only for assets showing gam m column (h) and owned by the foundation on 12/31/69 I ) F M V 25 01 12/dl/69 III Adjusted basis as of tM1169 (k) Excess Of c01 (i) over cod (1), rt any
now acqwrea I (C' Date acquired - Purchase (mo , day, yr )
P
IV
83
E ram p_ 1 uuanncanon vnaer section 4agule) ror neaucea a ax on net mve, (For optional use by domestic private foundations subject to the section 4940(a) tax an net investment Income )
If section 4940(0)(4) applies, leave this part blank
Iel I (~I
Adjusted qualifying distributions Net value of noncharitahle-use assets
2 Toll of line 1, column (d)
9 Average distribution ratio for the 5-year base period -dNiOe the total on line 2 by 5, or by the number of years the foundation has been In existence A less than 5 years
d Enter the net value of noncharrtable-use assets for 2002 from Part X, line 5 5 Multiply line 4 by line 3
6 Enter 1% 01 net Investment income (1% of Part I, line 276)
ratio V cot
.1401673
.0350418
1a During the tax year, d10 the organization attempt to influence any national, state, or local leg [station or did it participate or intervene in Yes No
anypolitical Campaiqn9 to X
b Did R spend more than $100 during the year (either directly or Indirectly) for political purposes (see instructions for Oefinition)9 tb X 11 the answer Is 'Yes' to 1 a or 16, attach e defaled description o1 the activities end copes of any materials published or
distributed by the orpenvehon !n connection with the activities
a Did the organization file Form 1720-POL for this yeah lc AX
d Enter the amount (H any) of tax on poliGCal expenditures (section 4955) imposed du ring the year
(1) On the organization " E 0 " (2) On organization managers " $ 0 .
e Enter the reimbursement (A any) paid by the organization during the year for political expenditure tax imposed on organization 4 i
managers " t 0 .
2 Has the orqan¢abon engaged in any activities that have not previously been reported to the IRS? 2 j X~ If 'Yes,' attach a detaiedf description of the activities
9 Has the organization made any changes, not previously reported to the IBS, in its governing Instrument, articles of incorporation, or
bylaws, or other similar instruments) 1/'Yes,"attach a conformed copy of the changes 9 `X
as Did the organization have unrelated business gross income 0151,000 or more during the year? 4a X
h If Yes,' has it filed a tax return on Form 990-T for this yeah N/A 4b
5 Was there a liquidation, termination, dissolution, or substantial contraction during the yeah 5 X If 'Yes,' ettech the statement required by General lnsWC6on T
8 Are the requirements 0f section 508(8) (relating t0 sections 4941 through 4945) satisfied either " By language in the governing instrument or
" By state legislation (hat effectively amends the governing instrument so that no mandatory directions that conflict with the state law
remain in the governing instrument? 6 `X
T Did the organization have at least $5.000 In assets at any time during the yeah 7 X
If 'Yes,' complete Part ll, cot (c), and Part XV
On Enter the states to which the foundation reports or with which r1 Is registered (sae instructions) OKLAHOMA
h If the answer Is 'Yes'to line 7, has the organization furnished a copy of Forth 990-PF to the Attorney General (or designate)
of each state as required by General Instruction G7 If 'No,' attach explanation Ob
0 I5 the organization claiming status as a private operating foundation within the meaning at section 49420)(3) or 4942(p(5) for calendar year 2002 or the taxable year beginning in 2002 (see Instructions for Part xIV)? If 'Yes,' complete Part VV
X 10 Did any persons become substantial contributors during the tax year? a "vm," .ma. . .~eme n.u~ md.~,.~,w .,a .ea~.e, 10 X 11 Did the organization comply with the public Inspection requirements for its annual returns and exemption application? 11 X
Web site address 10, WWW .GUIDESTAR .COM
12 inebooks arelncareot " BILL SNOW
Telephone no " 918-587-8163
Located at " 320 SOUTH BOSTON, #1910, TULSA, OK
ZIPw "74103
19 Section 49<7(a)(1) nonexempt charitable trusts filing Form 990-PF In lieu of Form 1041 - Check here 11.0 and enter tea amount o1 tax-exempt interest received or accrued during the veer " 1 19 ~ NBA
01 31 03 Forth 890-PF Roo2)
CHARITABLE FOUNDATION
73-1572883
Paae4
1 e Exempt operating foundations described In section 4940(d)(2), check here " U and enter 'WA' on line 1 Date of ruling letter (attach copy al ruling letter If necessary-see Insthctl
. b Domestic organizations that meat the section 4940(e) requirements In Part V, check here " EXI and enter 1% 1 1 272
at Part 1, line 27b
c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, life 12, cot (b) ,.,.
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0 '
9 Add lines 1 and 2 3 1 , 272 .
d Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 0 . 5 Tax based on Investment Income Subtract line 4 tram line 3 If zero or less, enter-0- 5 1 272 . 6 Credds/Payments
a 2002 estimated tax payments and 2001 overpayment credited to 2002 6a 3 3 6Exempt foreign organizations -Uxwlthheldat source BG
e lax paid with application for extension of time to file (Form 8868) 6e d Backup withholding erroneously withheld 6d
7 Total credits and payments Add lines 6a through 6d 7 3 3 . 8 Enter any penalty for underpayment of estimated tax Check here 0 d Forth 2220 is attached 8 7 . 9 Tax due It the total of lines 5 and 8 is more than line 7, enter amount owed 10. 9 1,246 . 70 Overpayment If line 7 Is more than the total of lines 5 and 8, enter the amount overpaid " 10
11 Enter the amount of line 10 to be Credited to 2003 estimated tax " Refunded 0- 11 PartYll-A Statements Regarding Activities
73-1572883
X
expenditure responsibility for the grant? N/A ED Yes E:1 No
If '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 contract? [:] Yes [XI No
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 66 ` Foam 090-PF Rooz) 223541
01-23-0J
File Form 4720 M any Item is checked in the "Yes" column, unless en exception applies 1a During the year did the organization (either directly or indirectly)
(1 ) Engage in the sale or exchange, or leasing of property with a disqualified person? 0 Yes D No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it tram)
E--1 Yes FX a disqualified person
(3) Furnish goods, services, or tacdiUes to (or accept them from) a disqualified persons 0 Yes X No (C) Pay compensation to, or pay or reimburse the expenses o1, a disqualified persons 0 Yes D No (5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person) E] Yes EXI No
(6) Agree to pay money or property to a government officlaI7 (Exception Check 'No' it the organization agreed to make a grant to or to employ the official lor a penod attar
termination of government service, if terminating within 90 days ) [~:] Yes 0 No 6 If any answer is Yes'to 1a(1)-(6), did any of the acts tail to qualify under the exceptions described in Regulations
section 53 4941(0-3 or in a current notice regarding disaster assistance (see gape 19 of the instruclions)9 N/A Organizations raying on a current notice regarding disaster assistance check here
a 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 m 2002
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(1)(5))
a At the end of tax year 2002, did the organization have any undistributed income (lines 6d and 6e, Part l(III) for tax year(s) beginning
before 2002 7 1---1 Yes EXI No
If 'Yes,' list the years 10,
b Are there any years listed In 2a for which the organization is pat applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (It applying section 4942(a)(2) to all years listed, answer 'No* and attach
statement see Instructions ) N/A
o If the provisions of section 4942(a)(2) are being applied to and of the years listed in 2a, list the years here 9e Did the organization hold more than a 2% direct or indirect Interest in any business enterprise at any time
during the year? Yes EKI No
6 It 'Yes, 'did d have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons otter May 26, 1969, (2) the lapse of the 5-year period (or longer penod 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 holding period? (Use Schedule C,
Form 4720, to determine A the organization tied excess business holdings in 2002) N/A 4a Did the organization invest during the year any amount in a manner that would jeopardize it chantable purposes
b Did the orqanixaGOn make any investment in a poor year (but otter 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
5a During the year did the organization pay or incur any amount to
(t) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? 0 Yes M No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly,
any voter registration drive? E:1 Yes M No
(3) Provide a grant to an individual for travel, study, or other similar purposes 0 Yes 0 No (4) Provide a grant to an organization other loan a charitable, etc , organization described In section
509(a)(1),(2),or(3),orsection 4940(A)(2)? DYec O No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or tar
the prevention of cruelty to children or animals? = Yes [K] No
6 It any answer is 'Yes* to Sa(1 )-(5), did any of the transactions fail to qualify under the exceptions described in Regulations
section 53 4945 or In a current notice regarding disaster assistance (see Instructions)? N/A
Organizations raying on a current notice regarding disaster assistance check here 1 0
RUTHANNA B . SNOW CHARITABLE FOUNDATION I W Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors all officers, directors, trustees, foundation managers and then compensation*
(a) Name and address hours uerweek devoted (b) Tale, and average to position (c) Compensation (if notpalG, enter-0- '
STATEMENT 7 13 746 .
pensation of five highest-paid employees other than those included on line 1) If none, enter °NONE." (b) TRIG and avBraqB
(a) Name and address of each employee paid more than $50,000 . hours. per week (e) Compensation
0 .
0
services If none, enter "NONE." Independent contractors for
Name and address of each person more than
Total number
4
Poem B90-PF poop
s
Total number of other 3 Five highest-p;i
List the foundation's tour largest direct charitable activities during tie tax year Include relevant statistical information such as the number of organizations and other beneficianes served, conferences convened, research papers produced, etc
t
N/A
3
Total Add lines 7 through 3 1 1 0 . p8t't X Minimum Investment RetuT (FUI domestic foundations must complete this part Foreign foundations, see instructions )
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc , purposes
a Average monthly fair market value atsecurities to ` 1 , 140 , 582 .
s Average of mouthy cash balances i o 55 , 411 .
c Fair market value of all other assets 1 c
d Total (adOlines ia,D,andc) 7a 1 195 993 .
e Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) to 0 .
2 Acquisition indebtedness applicable to line 1 assets 2 0 .
9 Subtract line 2from line 7d 3 1 , 195 , 993 .
4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see Instructions) 1 17 , 940 . 6 Net value of noncharltsble-use assets Subtract line 4 from line 3 Enter here and on Part V, line 4 ~ 5 ~ 1,178,053 .
B Minimum Investment return enter Sy of line 5 8 5 8 . 9 03 .
EW4 , DIStAbutablC Amount (see Instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here " 0 and do not complete this part
1 Minimum mvesNwrk return from Part X, line 6 1 5-8 , 903 .
2e Tax on investment income for 2002 from Part VI, line 5 2e 1 , 272 .
b Income tax for 2002 (This does not include the tax from Part VI ) 2b
c Add lines 2a and 2b W2c ~ 1 , 272 .
9 Distnbutnble amount before adjustments Subtract line 2c from line 1 3 57 , 631 .
4a Recoveries of amounts treated as qualifying distributions as 0 . -
D Income distributions from section 4947(a)(2) trusts 46 0 .
e Add hues 4a and 4b q~ 0 .
5 Add hues 3 and 4c s 57 , 631 .
8 Deduction from GlstnbuGble amount (see instructions) ~ B ~ 0 . 7 Olstrihutable amount as adjusted Subtract hue 6 from fine 5 Enter here and on Part 7(111, line 1 7 57,631 .
PiYt Xli Qualifying Distributions (see Instructions)
uasei of-xaav
Form990-PF(2002)
RUTHANNA B . SNOW CHARITABLE FOUNDATION
73-1572883 Page 7
dart U(-8 Summary of Program-Related Investments
Describe the two largest oroarom-rotated Investments made by the foundation donna the lax year on lines 1 and 2 1
2
All other program-related investments See instructions 3
1 Amounts paid (Inducting administrative expenses) to accomplish charitable, etc , purposes
e Expenses, contributions, gifts, etc -total from Part I, column (d), line 26 ~ 1 a ~ 42 , 951 .
D Program-related Investments - Total from Part IX-B 111 0 .
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charRable, etc , purposes 2 9 Amounts set aside for specific charitable projects that satisfy the
e Suitability test (prior IRS approval required) 9a
6 Cash distribution test (attach the required schedule) 3b
d Qualifying distributions Add lines 1a through 3b Enter hero and on Part V, line 8, and Part XIII, line 4 4 42 , 951 . 5 Organizations that quality under section 4940(e) for the reduced rata of tax on net Investment
Income Enter 1 % of Part I, line 27b 6 1 , 272 .
s Adjusted qualifying distributions Subtract line s from line 4 ~ s I 41,679 . Hate The amount online 6 will be used In Pert V, column (b), in subsequent years when calculating whether the foundation qualdles /or the section
4940(e) reduction o/ tar !n those years
Form990-PF(2002)
RUTHANNA B . SNOW CHARITABLE FOUNDATION
73-1572883 Page e
Aal't X111- Undistributed Income (see Instructions)
UI (e) W lal
Corpus Years prior to 2001 2001 2002 1 DistnDutable amount
for2002from PaAXl,line 7 57
,
631 .2 Undistributed Incomll,11 WY, n of the end of 3001
a Enter amount for 2001 only `° ` , 0 .
p Total }or poor years
,0'" ` 3 Excess distributors carryover, d any, to 2002
a From 1997 b From 1998 a From 1999
uFrom 2000 4 , 468 .
aFrom 2001
2 , 296 .
f iota I otlines 3athrough e
6764 .
4 Oualdying distributions for 2002 fromPart %Il,line 4
" E
42 , 951 .
a Applied l0 2001, but not more than line 2a ~ 0 .
6 Applied to undistributed income of poor
years (Election required -see Instructions) 0 .
o Treaded as distributions out of corpus
(Election required -seeinstruclions) 0 "
d Applied to 2002 OislnbuGble amount ' ° 4-2- 9,51 .
e Remaining amount distributed out o1 corpus 0,.
5 ex.++ai.mwuon.carrym. .oPnamzooz
6 764 .' ~°
15
f
764
of en amount appears In colurtn (d) Ns wme amount ,. ,
muateesnownlnodurm(a) ) "
B Enter the net total of each column as
Indicated belay ~ '
Corpus Add lines, 31,41c, end Cn 9ubtncl line S 0 `" D Prior years' undistributed income Subtract
line 4b from line 2D 0 .
a Enter the amount of poor years' ,
undistributed income for which a notice o1 deficiency has been Issued, or on which
the section 4942(a) fax has been previously ' '
assessed 0 .
d Subtract line 6c tirom line 6b Taxable
amount -seeinstructions 0 . `
B Undistrlbuted income for 2001 Subtract line
4a from line 2a Taxable amount see Instr ~ ~ 0 . `
1 Undistributed income for 2002 Subtract lines 4d and S from line 1 This amount must
be distributed In 2003 7 916 .
7 Amounts treated as distributions out of ,-
corpus to satisfy requirements Imposed by ~ ` , > ~ ` '
section 770(b)(1)(E) or 4942(g)(3) 0
8 Excess distributions carryover from 1997
not applied on line 5 or line 7 0
9 Excess distributions carryover to 2003
Subtract lines 7 and 8 from line 6a 0
10 Analysis of line 9 0 Excess from 1998 la Excess from 1999 C Excess from 2000 d Excess from 2001 B Excess from 2002 ' Fan 980-PF Roo21 xzasn of-zim
0 Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors
Form 990-PF RooT 227591A1 23-0J
om~990-PF Y002 RUTHANNA B . SNOW CHARITABLE FOUNDATION 73-1572883 Page 9
MXIV Private Operating Foundations (see instructions and Part VII-A, question 9) N/A t a If the foundation has received a ruling or determination letter that R Is a private operating
foundation, and the ruling Is effective for 2002, enter the date of the ruling
b Check box to indicate whether the organization is a mate operating foundation described in section ~ 4942(1)(3) or 0 4942(1)(5)
Y a Enter the lesser of the adjusted net Tax ear Prior 3 years
income from Part I or the minimum (a) 2002 (6) 2001 (c) 2000 (d) 1999 (e) Total
investment return from Part X for each year listed
b 85% of line 2a
e Qualifying distributions from Part XII, line 4 for each year listed
d Amounts included in line 2c net used directly tot active conduct of exempt activities
e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from 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 49,12(j)(3)(13)(i) h 'EndowmenC alternative best-Enter
2i3 of minimum Investment retain shown in Part %, line 6 for each year lined
c "Support' alternative test-enter (1) 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 4942(i)(3)(0)(m) (3) Largest amount of support from
an exempt organization
I artXV 1 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 o1 the foundation who have contributed more than 2% of the total coninbuhons received by tie foundation before the close of any tax year (but only d they have contributed more than $5,000) (See section 507(d)(2) )
RUTHANNA B . SNOW
b List any managers of the foundation who own 10% or more o1 the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, ate., Programs
Check here " M tithe organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds 11 the organization makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete gems 2a, b, c, and d
e The name, address, and telephone number of the person to whom applications should be addressed 6 Tie form In which applications should be submitted and information and materials they should Include e Any submission deadlines
Form 990-PF(2o02)
RUTHANNA
If recipient Is an Individual,
show anyrelationship to Foundation
any foundation manager status of Purpose of a rant or contnbution
9b
Total
223801.oi-23-03 Fam 990-PF aoox)
Recipient
Name and address (home or business) a Peed during the year
b Approved /or future payment
NONE
SNOW
Form 990-PF(2002)
RUTHANNA B . SNOW CHARITABLE FOUNDATION
73-1572883 Paaett
P.mt XYI-A Analysis of Income-Producing Activities
11 Other revenue
a OTHER INCOME
18 .
Form B90-PF Roo21 Enter gross amounts unless otherwise indicated
1 Program service revenue
q Fees and contracts from government agencies 2 Membership dues and assessments
9 Interest on savings and temporary cash investments
4 Dividends and interest from securities 5 Net rental income or (loss) from real estate
a Debt-financed property D Not debt-financed properly
6 Net rental income or (loss) tom personal property
7 Other investment income
B Gain or (loss) from sales of assets other than inventory
B Net Income or (loss) from special events 10 Gross profit or (loss) tram sales of inventory
ss income exa.eeae e«nonsix sia or sia
(h) ~° (d) Related or exempt
Amount Amount function income
72 Subtotal Add columns (6), (d), and (e) U . 1 a 13 .s , i 1 i . 1 u
19 Total Add line 72, columns (b), (d), and (e) 19 133,717 .
(See worksheet in line 13 Instructions to verify calculations 1
Pi-f XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes
Line No I Explain below how each activity for which income i5 reported in column (a) of Part XVI-A contributed Importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes)
Transactions and
of nonchadta6le exempt oraanization I (0) Description of transfers, transactions, and
2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described
in section 501(c) 01 the Code (other than section 501(c)(3)) orm section 527? E] Yes [XI No
RUTHANNA B . SNOW CHARITABLE FOUNDATION
73-1572883
Old the organization directly or indirectly engage In any of the following with any other organization described in section 501(c) of Yes N< 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 nonchantable exempt organization of
la(l ) `V (1) Cash
(2) Other assets je z X
b Other Transactions
(1) Sales at assets to a nonchantabla exempt organization 16 1
(2) Purchases of assets from a nonchariWhle exempt organization 1 M21
(3) Rental of facilities, equipment, or other assets 1b(11
(4) Reimbursement arrangements 164
(5) Loans or loan guarantees 1b(5)
(6) Performance of services or membership or fundraising solicitations 1b(S)
c Sharing of facilities, equipment, mailing lists, other assets, or gold employees 1 e
O It the answer to any of the above is *Yes,* complete the following schedule Column (h) should always show the fair market value of the goods, other assets, or services given by the reporting organization If the organization received less than fair market value m any transaction or sharing arrangement, show in column (it) the value of the goods. other assets. or services received
8 Enter the smaller of line 6 or line 7 If the corporation is required to skip line 7, enter the amount from line 6 1 8 1 26 7 . 9 Installment due data: Enter in columns (a) through (d)
the 15th day of the 4th (Farm 990-PF filers Use 5th month), 6th, 9th, and 12th months of the corporation's
tax year 9
10 Required Installments If the box on line 1 and/or line 2 above Is checked, enter the amounts from Schedule A, line 40 If the box an line 3 (but not 1 or 2) Is checked, see Instructions for the amounts to enter financial these boxes are checked, enter 25% of line 8 above
m each column W70
11 Estimated tax paid or credited for each period (see Instructions) For column (a) any, enter the amount
tram line 11 on line 15 11
Complete lines 12 through 18 of one column before
going to the next column
12 Enter amount, if any, from line 18 of the preceding
column 12
13 Add lines 11 and 12 13
14 Add amounts on lines 16 and 17 of the preceding
column 16
15 Subtract line 14 from line 13 11 zero or less, enter-0- 15 16 It the amount on line 15 is zero, subtract line 13 from
line 14 Otherwise, enter -0- 16
17 Underpayment If line 15 is less than or equal to line 10, subtract line 15 from line 10 then go to line 12 of the hart column Otherwise, go to line 18
18 Overpayment If line tots less than line 15, subtract line
/0
67 .1
67 .
Complete Port III an pace 2 to Iloure the penalty If there are no entries online 17, no penalty Is owed
JWA For Paperwork Reduction Act Notice, see separate Instructions Forth 2220 (2002)
zizaoi
oimm
Form. 2220
Underpayment of Estimated Tax by Corporations
OMB NO 1545-O1<2o.P~t of m. r~Un " See separate Instructions
in~ rwWU.s,m6
" Attach totheaorporatlon"s tax return
FORM 990-PF
r
2002
Name Employer identification number
RUTHP.NNA B . SNOW CHARITABLE FOUNDATION
73-1572883
Note in most roses, the corporation does not need to file Form 2220 (See Part I below for exceptions ) The IRS will figure any penalty owed and dill the corporation It the corporation does not need to file Form 2220, it may still use R to figure the penalty Enter the amount from line 34 on the estimated tax penalty line of the
corporation's income tax return, but do not attach Form 2220
pa
rt I Reasons For Filing - Check the boxes below that aDpN to the corporation If any boxes are checked, the corporation must file Forth 2220. even d R does not owe the penalty If the box on line 1 or line 2 applies, the corporation may be able to lower or eliminate the penalty1 0 The corporation is using the annualized Income installment method 2 ~ The corporation is using the adjusted seasonal installment method
9 0 The corporation Is a'larpe corporation' fig unnq its first required installment based on the prior years tax
Part 11
1
Figuiring the Underpayment
d Total tax (see instructions) 4 1,272 .
6a Personal holding company tax (Schedule PH (Form 1120), line 26) included online 4 D Look-back interest included on line 4 under section 460(b)(2) for completed long-term
contracts or of section 167(q) for property depreciated under the income forecast method
c Credit for Federal tax paid on fuels (see instructions) Se
d Total Add lines 5a through 5c Sd
B Subtract line Sd from line 4 It the result is less than $500, do not complete or file flits loan Tie corporation does
not owe the penalty 6 1 , 272 .
7 Enter the tax shown on tie corporation's 2001 Income tax return Caution If zero or the tax
dear was 10r less than 12 months, skip this line end enter lie amount horn line 8 On line 8 7 267 .
34 .
101 .
167 .
FORM 990-PF
Form 2220(2002)
RUTHANNA B . SNOW CHARITABLE FOUNDATION
73-1572883 Paae 2
Fart III Figuring the Penalty
19 Enter tie date of payment or the 15th day o1 the 3b month after the close of the tax year, wtitchiver is earlier
(see instructions) (Form B90-PF end Form 990-T filers Use 5th month instead of 3rd month )
20 Number of days from due date of installment on line 9 to the date shown on line 19
21 NumW of days online 20 after N1Yt0O1 end babe 1/12007
25 NuniMrofdrys online 40eRs7q1200JaneESbn7nROW
27
NumbarolCH~mlhwxo .rtxsrw2om .iwoemntanrzoos I 27 I
SEEI ATTACHED
93 Add lines 22, 24, 26, 28, 30, and 32
34 Penalty Add columns (a) through (d), of line 33 Enter the total here and on Forth 1120, line 33, Form 11 ZO-A, line
Form 2220 (2002)
ai2em 12 ie-ox
22 Undarpeymenl on line 17 x NumOw of dwa on line 71 x6% 365
23 Number of Eye on Ilm 70 aMr l7A72004 ena baron ut20ro
24 UnUerpeymenl on line 17 r Numpxoldws an Ilne 7J x5% 365
28 UnEerpaymanl on line 17 x NumOar ol0eve on Ilne 73 VX 765
20 Undeipymvitonline 77x NUmberal7w~sonline t7 x'% 365
29 NurMSalatponllna2o,Rs6qMWJwaDSbn1nrz000
90 Unda(psjmsil on Iina 17 A NunUx al dm on Ilne 2 Y a'% 365
31 NurMr o14pon Ime 20 eRer 17!J12007 me betom7A6200e
32 U~wpeymnl on Ilns 17 r NumOaroldme an Iine 31 a "% 366
" For underpayments paid after Mares 91, 2009 For lines 26, 28, 30 and 32, use the penalty interest rate for each calendar quarter. which the IRS will determine during the first month in the preceding quarter These rates are published quarterly In an IRS News Release and In a revenue ruling In the Internal Revenue Bulletin To obtain this Information on the Internet, access the IRS Web
Site at wwr [is pov You can also call 1-800-829-1040 to get interest rate mtamwtion
212511 osso-al
FORM 990-PF
UNDERPAYMENT OF ESTIMATED TAX WORKSHEET
Name(s) Identifying Number
RUTHANNA B . SNOW CHARITABLE FOUNDATION
73-1572883
(A) (B) (C) (D) (E) (F)
Adjusted Number Days Daily
-Date Amount Balance Due Balance Due Penalty Rate Penalty
-0-
02/15/03
67 .
67 .
02/15/03
-33 .
34 .
28
.000136986
03/15/03
67 .
101 .
92
.000136986
1 .
06/15/03
66 .
167 .
92
.000136986
2 .
09/15/03
67 .
234 .
107
.000136986
3 .
12/31/03
0 .
234 .
46
.000136612
1 .
Penalty Due (Sum of Column F) 7 .
" Date of estimated tax payment, withholding credit date or installment due date
Capital Gains 10/1/2002 Through 81302003
Shares Bought Sold Gross Proceeds Cost Basis Realized Gain
10l1Y2003 Page 1
Account Securlry
SHORTTERM A G Edwards Lucent Technologies Inc Capital AdNeon Autodeak Inc
Capital Advisom Varian Medical Systems Inc Capital Advisers Ebay, Inc
TOTAL SHORT TERM LONG TERM A G Edwards Aveye A O Edwards Fannle Maa A G Edwards Travelers A A G Edwards Travelers B A G Edwards JD Edwards A G Edwards JD Edwards A G Edwards St Louie MO 0 e5% A G Edwards JD Edwards Capital Advisers Onde Corp Capital AdNeon VsrNee Softwere, Corp Capital Advisors Goldmen Sachs Group Inc Capital Advisers William Sonoma Inc Capital Advisors Harley Davidson Inc Capital Advisers Johnson b Johnson Capital Advisers Qualcomm Inc Capital Advisers General Dynemlu Corp Capitol Advisers Lockheed Martin Corp Capital Advisors Vintage Petroleum Inc TOTAL LONG TERM OVERALL TOTAL 62851 21 814 27 5,27505 8,92331 721900 623050 4 373 13 2,79139 -- 1749569 - " 36,782 55 a1 000 10(172000 1082002 125 000 11/1n999 10111002 17000 1711311999 10/22002 35000 72115/7999 10712002 7,800000 9129/1899 17212002 200000 929/7999 77(112002 500000 11110n989 111232002 2875000 92911099 61772003 300000 e/132000 1120/2004 700000 &H2000 71202002 770 000 1 ]/19rt000 12282007 400000 8/82000 7/4/1003 200000 11292001 31102003 300000 8/82000 0/132003 50 000 5252000 77232003 80000 6272002 911772003 700000 B272002 9/772003 300000 5232000 9832003 46 16 9,19450 21308 489 rat 4902152 2,59423 50,000 00 40,428 43 3,12415 7 59720 1071583 939788 7,325 90 1563420 1,738 47 506381 5,15768 325509 1 541 18
