OMB No 75,5-0052

2002 Deqevnat d Ne Tr"vy um.r w.oue sewae Make The argarmwn may be ade to use a copy d this rerun to

For calendar year 2001, or tax year beginning , 2001, and ending , 20

G Check all that apply E] Initial return ~ Final return ~ Amended return 0 Address change C1 Name change

USE the IRS Name d agarvaWn A E r Maaifcanm ~mnber

label The Beck Foundation 1103484 Nutrice* and seen (u P O boa number d mad rs not Eelnwed to steel address) RaoMwiie B Telephone nmica (see page io a ft msbuctions)

" PO Box 340256 (614) 764-4617 M type See Specific G1y a town state and ZIP code .O Instructions Columbus, OH 43234-0256

c ue.emq~meppr~on s pa~a.y. check here D 1 Forego argaruzaWns check here 11, 0

H Check type of organization E] Sedan 501(q(3) exempt private foundation : Foreign ag~~aorrsrneemgcneesvstest. Section 4947(a)(1) nonexemp t charitable trust [ :) Other taxable ale foundation check hem and earn cmpneuon ~ 0

I Fair market value of all assets at end J Accounting method FK1 Cash 0 Accrual E °

n7a P"°ate raunaanan emus was iam~r~s'ea

u section 5o7(OM7KN check here of year (from Part ll, cot (c), 0 Other (specify) . . . . . . . . . . . . . F h the foundatnn Is in e FA-momh [amrtuuon fine 76) " $ 1 ,472 ,718 (Pan I column (d7 must be on cash bass ) tines seceon so7roNINe1 check here ~

Analysis of Revenue and Expenses (The total d (al rnswrsemerics emants h cohsms N) (cl and l~ m3 rot 1

(°) Revenue and ~1 net invasvnerv Y ~~'YY ~8 e~pe~ pa (c)

Adjusted net for chantaDle

I the anUim~ n mAam (a) (see page 10 0l the vlsbu~prts)) gooks ~rcome ircome

(cash o

1 Contributions, gifts gaNS etc received (attach sdredule) Check " 0 d to foundation s not required m alxh Sch B

2 Distributions from split-interest vests 3 Interest on savings and temporary cash Investments 4 Dividends and interest from securities Sa Gross rents b (Net rental income or (loss)

6a Net gain a pons) fro le of assets not on line 10 sn n~n n cross sales price r ! I as line 6a

7 Capital gay ~yc Part IV, line 2) . 8 Net sh petal g ~. _ 9 In III alto

1 r011rt~S all

M

N

d 0~7

9 or

11 12 11

F~ 990-PF I Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation

13 Com nsaudrf oRcers, directors, trustees, etc Ztf 0UU YC bUU d 14 Other ee salaries and wages c 15 Pension plans, employee benefits

16a Legal fees (attach schedule) 24 ,000 24000 24.000 24,000 W b Accounting tees (attach schedule) .

c Other professional fees (attach schedule) . A 17 Interest . _ N 18 Taxes (attach schedule) (see page 14 of the Instructions)

19 Depreciation (attach schedule) and depletion E 20 Occupancy a 21 Travel, conferences, and meetings

22 Printing and publications ~ 23 Other expenses (attach schedule) 1 , 213 1 ,213 1 ,213 1 213

za Total operating and administrative expenses Add lines 13 through 23 53,713 53,713 53,713 53,713

25 Contributions, gifts, grants gab RA nnn 84,000 O 26 Total expenses and disbuirsements, Add lines 24 and 25 137.713 53 , 713 1317 713

27 Subtract line 26 from line 12 a Etcess d revenue ores expenses and ( 112 1 158 b Net Investment mcowm (d negative, enter -0-) - 1 ~ $87 I j{i'~INI~J~'f~~?1 f~ c Adjusted opt income (if negative, enter -1 1-1 . 10_387

For Papervlo't RWuc6on Act Nobee, see the cstruebdns Cat No 17789% Fam 99QPF (2W7)

2

Boor Vawe I (c) raw Market Vaqie

1,472,718

1 .472.718

Analysis of Changes m Net Assets or Fund Balances

1 Total net assets or (and balances a[ beginning of year-Part II, column (a), line 30 (must agree with end-of-year figure reported on prior yeas return)

2 Enter amount from Part 1, line 27a 3 Other increases not included in line 2 (itemize) " . . . . . . . . . . . . . . . . . . 4 Add lines 1 . 2, and 3 5 Decreases not included in line 2 (itemize) " . . . . . . . . . . . . . . 6 Total net assets or fund balances at end of year (line 4 minus line 51-Part II . column (b) . line 30 .

ram 990-PF (zooi)

Fam 99pPF (2001)

ar Balance Sheets

Ma[hai scMdu45 and amounts m the daui~m [damn ~9~nmrg

U17- shwld be far aced yen amams my (See mmwmls ) lal sock Cash-non-interest-beanng 1

2 Sarongs and temporary cash investments 3 Accounts receivable " . . . . . . . . .

Less allowance for doubtful accounts t . . . . 4 Pledges receivable " . . . . . . . . . . .

Less allowance for doubtful accounts " . . . . . . . 5 Gents receivable

6 Recervables due from officers, duectors, trustees, and other disqualified persons (attach schedule) (see page 15 of the instructions)

7 Other rotes and harts receivable (Mach schedule) " - ---- -- - ~~~~~~~i Less allowance for doubtful accounts '------

,~ 8 Inventories for sale or use . 6 9 Prepaid expenses and deferred charges

10a Imestmer4s--U 5 and stale government obligations (attach schedule) b Investments-corporate stock (attach schedule) c Investments-corporate bonds (attach schedule) _ _

17 Investments-land, bwldirgs, and equipment. bass " . . ///////%/. Las accumulated depreciation (attach schedule) " . . .

12 Investments-mortgage loans 13 Investments-other (attach schedule) . 1 77,` 14 Land, buildings, and equipment bass " _ __ _ ' _ _ _ _ //////%/.

Las accumulated depreciation (attach schedule) " . . . . 15 Other assets (describe " . . . . . . . . . . . . . ) 16 Total assets (to be completed by all filers-see page 16 of

the instructions Also. see oaae 1 . rtem I) 1 .881 17 Accounts payable and accrued expenses 18 Grants payable

y 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons

W 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe " . . . . . . . . . . . )

Orqanizadons [hat follow SFAS 117, check here " U d and complete lines 24 through 26 and lines 30 and 31

r 24 Unrestricted ~N° 25 Temporanly restricted m 26 Permanently restricted c Organizations that do nut follow SFAS 117, check here " 0

and complete lines 27 through 31

p 27 Capital stock, trust principal, or current funds 28 Pad-in or capital surplus, or land, bldg , and equipment fund

N 29 Retained earnings, accumulated income, endowment, a other fumes Q 30 Total net assets or (and balances (see page 17 of the ~ 88~ 242 y instructions) Z 31 Total liabilities and net assets/fund balances (see page 17 0(

1,472,718

1,881,242

3

w~ nom.. dy-(e) Lrst and EesrnOe the knolls) d property sold (e g real mate I P~~~~ I (c~ Date acqurM 2-stay trck warehouse a comrtun sock 200 s7s MLC Co ~ ~ (M day Yr )

Idl Dare Said Imo day Y')

i m column (h) and wined

(D Adjusted basis as o! 7207/69

the foundation on 72/31/69

M Excess of coi lB mer cod (J A any

U) Gain (Col (h) gain ininus cd IW W nor less than 0-) or

Losses (from col (h)) p f M V as o! 7L37/69

2 Total of line 1 column (d) 3 Average distribution ratio for the 5-year base period-divide the total on tine 2 by 5, w by

the number of years [he foundation has been m existence R less than 5 years .

4 Enter the net value of noncharrtable-use assets for 2001 from Part %, line 5 .

5 Multiply line 4 by line 3

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

7 Add lines 5 and 6

8 Enter qualifying distributions from Part XII, line 4 I 5 I If line 8 is equal to or greater than line 7, check the box m Part VI, line 1b, and complete [ha[ part using a 7% tax rate See the Pan VI instructions on page 18

Foirn 990-PF rzoop

.e I

Form 990 PF (2001)

(e) Gross sales Vntx

for assets

m oep xamn allon.m for aibweebel

(v cost a oNa Ours plus expense U sale

Pd Gan u posh (e) ph+s M minus (g)

2 Capital gain net income or (net capital loss) . ~ If 9ain, also enter in Part I, line 7 If poss), enter -0- m Part I, line 7 3 Net short term capital gain or (loss) as defined in sections 12225) and (6)

If gain, also enter m Part I, line 8, column (c) (see pages 13 and 17 of the instructions)

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income

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

Was the organization liable for the section 4942 tax on the distnbutable amount of any year m the base periods El Yes El No If "Yes," the organization does not qualify under section 4940(e) Do riot complete this part

1 Enter the appropriate amount in each column (or each year see page 18 0( the instructions before making any entries

... .,. Base P;'°d years ~�.~... .,.. .~~ AEJuStlA Wdfiy^^9 O5m0ulws No value of nont~nanUde use aae6 D.stnOUIwn 240

1997

Fmn 9WPF

b If the answer is 'Yes' [o line 7, has the organization furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? !I'Na,"attach explanation Bb

9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(x(3) or 49426)(5) for calendar year 2001 or the taxable year beginning in 2001 (see instructions for Part XIV on page 25)? l('Yes,"complete Part XIV _ , , , , , 9 X

10 Ddanypersorrsbecome substantial mrmibuloisdunrgthetaxyear? If 'Yes,'attarhasdreduklrstrgfhcnrdrnesandaddresses ~0 X

11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? » Web site address "

iz me books are in care of " Chaiies-G Kaos- - --- . Telephone no "6147564-4617 Located at " 2651 McVey Blvd VV, Columbus, OH_ - ----- _- ZINq P- 43235 ---

13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF m lieu of Form 1041-Check here and enter the amount of lax-exempt interest received or accrued during the year " ~ 13 ~

Fog 990-PF tzooil

18 1a Exempt operating foundations descnLed m section 4940(d)M, dad here " El and enter 'N/A" on line 1

Date d ruling letter 5/14/85 . (attach copy of ruling leltw d necessary-see instructions) b Domestic organizations that meet the section 4940(e) requirements in Part V check ~" 207 7g hem " D and enter 1% of Part I, line 27b . _

C M other domestic apnuzhons enter 2% of line 27b Exempt fang organatrors inter 4% d Pan I hrc 12 ml (6) 2 Tax under lemon 511 (domestic scion 4947(a)(1) Dusts and taxable foundations only Others enter -0-) 2 f MMMMMM/4111 3 Add fines 1 and 2 . . . . . . _ _ 3 2 7~ 4 Subtitle A (income) tax (domestic section 4947(a)(1) vests and taxable foundations only Others enter ~) 4 5 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0- 5 6 Credits/Payments a 2001 estimated lax payments and 20D0 overpayment credRed to 2001 6a b Exempt foreign organizations-tax withheld at source . 6b c Tax paid with application for extension of time to file (Form 8868) d Backup withholding erroneously withheld . . ~ /

7 Total credits and payments Add lines 6a through 6d B Enter any penalty for underpayment of estimated tax Check here El if Form 2220 s attached 8 9 Tax due If the total of lines 5 and 8 is more than line 7, enter amount owed " 9 7 4 10 Overpayment- If fire 7 is more than the total of tires 5 and 8, enter the amount werpaiA " 10 11 Enter the amount of fine 10 to be Credited W 2002 estimated to " Refunded " 11

" Statertrenu Re ardm Actmties

1a During the tax year, did the organization attempt to influence any national, slate, or beat legislation or did Yes N it participate or intervene in any political campaigM_ X

6 Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of the instructions for definition)? .

I/ the answer is 'Yes'ta 1a a 1b, attach a detailed description o1 the activities and copes of any materials published a distributed by the organization in connection with the activities

e Did the organization file Form 1120-POL for this years 1c d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the organization " E (2) On organization managers " E e Enter the reimbursement (if arty) paid by the organization during the year for political expenditure tax imposed

on organization managers " f 2 Has the organization engaged in any activities that have not previously been reported to the IRS

If "Yes," attach a detailed description of the activities 3 Has the organization made any charges, not previously reported to the IRS, m its governing instrument, articles

of incorporation, a bylaws, or other similar instruments? 1!'Yes,"attach a conformed copy of the charges 4a Did the organization have unrelated business gross income of E1,000 or more during the years . 4a b If "Yes .' has it fled a lax return on Form 990-T for this years _

Farrr, 990-PF fmoi~

Form 990.PF 12001/

File Form 4720 d any item is checked m the 'Yes" cotLann, unless an exception applies 1a During the year did the organization (either directly or indirectly)

(1) Engage in the sale or exchange, a leasing of property tenth a disqualified persons D Yes R1 No (2) Borrow money from, lend money to or otherwise extend credit to (or accept rt from)

a disqualified persons O Yes a No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons ~ Yes ~ No (4) Pay compensation to, w pay w reimburse the expenses of, a disqualified person . 0 Yes ~ No (5) Transfer any income or asses to a disqualified person (or make any of either available

for the benefit or use of a disqualified person), . . C3 Yes 13 No (6) Agree to pay money a property to a government official? (Exception Check 'No'

d the organization agreed to make a grant to or to employ the official for a period after termination of government service, d terminating within 90 days ) El Yes Is No

b If any answer is 'Yes' to 1 all }{6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941(d)3 a m a current route regarding disaster assistance (see page 19 of the instructions)? Organizations relying on a current notice regarding disaster assistance check here " D

c Did the organization engage m a prior year m any of the acts described in la, other than excepted acts, that were not corrected before the fast day of the tax year beginning in 2001

2 Taxes on failure to distribute income (section 4942) (does not apply for years we organization was a private operating foundation defined in section 49420(3) or 4942(00)

a At the end of tax year 2001, did the organization have any undistributed income (litres 6d and 6e, Part XIII) for tax year(s) beginning before 2001 0 Yes El No If "Yes," list the years " 20 , 19 . . . 19 , 19 .

b Are there any years listed m 2a for which we organization is not applying we provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2) to all years listed, answer "NO" and attach statement-see page 19 of the instructions )

c If the provisions of sedan 4942(a)(2) are being applied to any of the years listed in 2a, list the years here 20 , 19 . . , 19 , 79 ----

3a Did the organization hold more than a 2% direct or indirect interest m any business enterprise at any time during the year? C3 Yes D No

b If 'Yes,' did it have excess business holdings in 2001 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period 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 d the organization had excess business holdings in 2007 J_ , , _ _

Ga Did the organization invest during the year any amount in a manner that wouldjeopardize it charitable purposes b Did the organization make any investment m a prior year (but after December 31, 1969) that caAdjeopardize Rs charitable

purpose shat had not been removed from jeopardy before the first day of the tax year beginning m 20017 Sa During the year did the organization pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? C3 Yes 5 No (2) Influence the outcome of any speck public election (see section 4955), or to carry

on directly a indirectly any voter registration drive? _ 0 Yes fit] No (3) Provide a grant to an individual for travel, study, or other similar purposes . . D Yes ~ No (4) Provide a gram to an organization other than a charitable. etc , organization described

in section 509(a)(1), (2), a (3), or section 4940(d)(2)? _ 0 Yes ~ No (5) Provide (or any purpose other than religious, charitable, scientific, literary, or

educational purposes, or (a we prevention a cruelty to children or animals . . . 0 Yes ~ No b If any answer is "Yes" to Sa(1)-(5), did any of the transactions fail to qualify under the exceptions described m

Regulations section 53 4945 a m a current notice regarding disaster assistance (see page 20 of the instructions)? Organizations relying on a current notice regarding disaster assistance check here . " 0

c If the answer is 'Yes' to question Sa(4), does the organization claun exemption from the tax because it maintained expenditure responsibility for the grant? 0 Yes C1 No I( "Yes," attach the statement required by Regulations section 53 4945-5(d)

6a Did the organization . during the year, receive arty funds, directly or indirectly, to pay premiums on a personal benefit contract? D Yes [71 No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 1/ you answered "Yes" to 6b, also ale Form 8870

Fmn 990 PF (2001) Page

omm Information About Officers, Directors, Trustees, Foundation Managers. Highly Paid Employees, and Contractors

1 List all officers. directors . trustees. foundation manaaas and then eomorssation (see nacre 20 of the instrucnonsl 0)1 nue and average I (c) Compemaan

bans G~ week of not pad eKa aevaee m o~saun fl

(a) Expense account other allowances

(a) Nerve and address

See AttachrriQnt__ .

2 Compensation of five highest-paid employees (other than those included on line 1-see page 21 of the instructions) If none. enter 'NONE'

(E) Tale and er^Pbyee average ~+s P~+ ~k k) Compensation

^Pbyee Um~t (e) Expanse accouru, Aevoledin povUOn P~~ and defared l other albwarcs

compersahon

Total number of others recervinp over $50,000 for professional services

Summary of Direct Charitable Activities

Lrst the luuqalon s fm largest duect CanleEle acuvrtoes qmng fine lay year Irrdide relevant sta¢stral iMOrtmoon arch as the nrtnDer of arganuaUOns and other Cme&dnes saved conferences convened research papers produced etc

i See Attachment Expenses

z

3

4

varn 990-PF (2ooi)

(a) Name aid address, of each employee pad mere than $50 000

- - -- - - --- --- - -

Total number of other employees paid over $50,000 3 Five highest-paid independent contractors (a professional services-(see.page .21 of the instructions) If none, enter "NONE "

(a) Name and addnais d each person pad more than f50000 (b) Type of sauce (e) Coin prnsaoon

. . . . Seeattachment . . . . . . .

7

Desa1ec the two largest pogramidatee imesmems made q the tmiaauon Aurvg Use w ymr m fires t and 2 i None

z

A0 dIVY program-rPlaieO une9+reN5. See page 23 W Use rtRCUdnrs 3

'oral Add hoes 1 through 3 _ EMU Minimum Investment Return (All domestic foundations must complete this part Foreu

see page 22 of the instructions )

ArtpurY

1 fair market value of assets not used (or held for use) directly m carrying out charitable, etc . purposes

a Average monthly fair market value of securities b Average of monthly cash balances c Fair market value of all ocher assets (see page 22 of the instructions) d Total (add lines 1 a, b, and c) e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 7e 2 Acquisition indebtedness applicable to line 1 assets _ 3 Subtract line 2 from line 1d 4 Cash deemed held for charitable activities Enter 1'la% of line 3 (for greater amount, see page 23

of the instructions) 5 NM value of rroncharrtablewse assets Subtract line 4 from line 3 Enter here and on Part V, line 4 6 Mimmum investment return Enter 5% of line 5

1

24,776

Distributable Amount (see page 23 of the instructions) (Section 4942(3) and (0(5) private operating foundations and certain foreign organizations check here " El and do not complete this part )

1 Minimum investment return from Part X . line 6 _ _ 7 81347 2a Tax on investment income for 2001 from Part VI, line 5 . Za 2077 b Income tax for 2001 (This does not include the tax from Part VI ) . _ 2b c Add tines 2a and 2b 2c - 20774

3 DisVibutable amount before adjustments Subtract line 2c horn line 1 3 81,13926 4a Recoveries of amounts vested as qualifying distributions

!a b Income dstnbutions from section 4947(a)(2) vests c Add fines 4a and 4b . . . _ _ , , _ _ 4c S Add lines 3 and 4c 5 $113 6 Deduction from distnbutable amount (see page 23 of the instructions) 6 7 Disuibutable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIIi,

line 1 _ 81,139 26

Qualifying Distributions (see page 23 of the instructions)

1 Amounts pad (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc-total from Part I, column (d), line 26 . _ _ _ 7a 137,713 b Program-related investments-Total from Part IX-B . . _ _ 1b 2 Amounts paid to acquit assets used (or held for use) directly in carrying out charitable, etc ,

purposes - - - ' - - 2 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b 4 Qualifying distributions. Add hoes 1a through 3b Enter here and m Part V, line 8, and Part XIII, fine 4 _ 4 137,713 S Organizations that qualify under sedan 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b (see page 24 of the instructions) . 5 6 Adjusted qualifying distributions Subtract line 5 from line 4 _ _ _ _ 6 137,713

Note* The amount on line 6 will be used m Part V, column (b), m subsequent years when calculating whether we foundation quahries for the section 4940(e) reduction o! tar in those years

F~ 990-PF (moi)

vorro 990-av (zoom

8 Fmn 990 Gf (2007)

ORN M. Undistnbuted Income (see page 24 of the instructions)

k1 W Icl (CO 1 Dis[ributable amount for 2001 from Part XI, C°P"s

years p~ m zaoi zoos zooz

line 7 _ , _ _ 81 139 2 UndstnbutM income, d any as d the end of 2000 a Enter amount for 2000 only -0- b Total (a pray years 19-.19-,19- -0-

3 Excess distributions carryover, d any, to 2001 a From 1996 b From 1997 c From 1998 d From 1999 e From 2000 t Total of lines 3a through e -0-

4 Qualifying distributions for 2001 from Part x11, line e I~ $ 137.713 /%

a Applied to 2000, but not more wan line 2a . -0- b Applied to undistributed income of error rears

-0_ (Beaion required-see page 24 of the instructions) c Treated as distributions out of corgis (Election -0_

requued-see page 24 of the instructions) d Applied to 2001 disvibu[able amount e Remaining amount distributed out of corpus

5 Excess dstnbuuors carryover applied to 2001 p! an amount appears in column (d), the same amount must be shown m column (a) J //

6 Enter the net total a each column as mdcated below

a Corpus Add fires 31, 4c, and 4e Subtract line 5 -0- b Prior years' undistributed income SubVacl -0-

line 4b from line 2b c Enter the amount of poor years' unGistnbu[ed

income for which a notice or deficiency has bear issued, a on which the section 4942(x) tax has been previously assessed

d Subtract line 6c from hoe 6b Taxable -0_ amount-see page 25 of the instructions

e Undistributed income for 2000 Subtract hoe 4a from line 2a Taxable amount-see page -0_ 25 of the instructions

t Undistributed income for 2001 Subtract hoes 4d and 5 from line 1 This amount must be distributed in 2002 _

7 Amounts vested as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(cil(3) (see page 25 0( the instructions)

8 Excess distributions carryover from 1996 not applied on line 5 a line 7 (see page 25 -0- of the instructions) .

9 Excess disui6uGons carryover to 2002 -0_ MEM Subtract toes 7 and 8 from line 6a

10 Analysis of hoe 9 a Excess from 1997 b Excess from 1998 c Excess from 1999 d Excess from 2000 . e Excess from 2001

Fm., 990-PF Qoou

1a If the foundation has received a ruling a determination letter that 4 is a private operating foundation, and the ruling is effective for 2001, enter the date of the ruling _

D Check box to indicate whether the organization is a private opaawp foundation described m section 2a Enter the lesser of the adyisted net

acorns from Part I a the mmrtnrn investment return from Pan X for each year listed

0 85% of fire 2a . _ c Qualifying distributions from Pan xn,

line 4 for each year listed d Amounts included in Ime 2c not used directly

for acme rmmia of exempt activitm

e Qualifying distributions made directly for acute conduct of exempt activities Subtract lire 2d from tine 2c

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

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

Value of assets qualifying under section 49420)(3)(B) n .

D 'Endowment" alternative lest- Enter 2h of rtummum onstrrem re(ian slam m Pat %, line 6 far each ym listed

c 'Support' altematrve test-enter (1) Total wpport other than gross

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

(2) Support from general public and 5 or more exempt organizations as provided in section 49420(3)(B)(i)

(3) Largest amount of support from an exempt organization

(4) Gross investment income

84,000 1 87,110 1 34,000 1 17,400

Supplementary Information (Complete this pan only if the organization had assets at any time during the year-see page 26 0( the instructions )

or more m

F~ 990-PF fm,)

Fmn 990 PF (2001)

137,713 142,857 50,443 17,400

53,713 55,747 16,443

a

List any managers of the foundation who have contributed more than 2% of the total contributions received by we foundation before the close of any lax year (but only if they have contributed more than E5,000) (See section 507(d)(2) ) None

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the I

nership of a partnership or other entity) of which the foundation has a 10% or greater interest Rone 2 Infarmatpn Regarding Contribution, Grant, Grit Loan, Scholarship, etc, Programs.

Check here " C3 d the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes gifts, grants, etc (see page 26 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom applications should be addressed Charles G Kaps, Foundation Mgr, PO Box 340256, Columbus, OH 43234 Tel 614-761-7538

The twin m which applications should be submitted and information and materials they should include

Submit request in writing, with purpose for and amount requested. Must have IRC 501(c)(3) status c My submission deadlines

None

a My restrictions or limitations on awards such as by geographical areas charitable fields, kinds of institutions, or other factor Charitable, Educational, or Children's Benefits

F«m 990-PF (zooi)

11

Related a exempt (a) (b) W (d) function income

Buvness code Amount E¢luvm I'd,

Amount (See page 26 al the cstru[Iqns) 1 Pro~inw~mecsrrve~from

Form 990-PF 120011

Form 990 PF (2001)

Enter gross amounts unless otherwise indicated Unrelated business atoms

a b investments

c d e t g Fees and contracts from govemment agencies

2 Membership dues and assessments 3 Irrtaes[ on savings and temporary cash investments 4 Dividends and interest from securities 5 Net rental income a (loss) from real estate

a Debt-financed property _ _ b No[ debt-financed property _

6 Net rental income a (loss) from personal property 7 Other investment income 8 Gain or Ooss) from sales of assets other than inventory 9 Net income or (loss) from special events . _

10 Gross profit or Qoss) from sales of inventory 11 Other revenue a

b c d e

12 Subtotal Add coWmrrs (b), (d), and (e) L 13 Total Add line 12, columns (b), (d), and (e) 13 (See worksheet in line 13 instructions on page 26 to verify calculations )

Relationship of AcuviUes to the Accomplishnnent of Exempt Purposes

One No Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See page 27 0( the instructions )

Fan 990.PF (2001) Page 12

Information Regarding Transfers To and Transactions and Relationships With Nonchantable

7 Did the organization directly err indirectly gage m any of the following with any other organization described in section Yes No 501(c) of the Code (other than section 501(c)(3) organizations) or m serum 527, relating to political organizations?

a Transfers from the reporting organization to a ronchantable exempt organization of 7a/1) (1) Cash 1a(~ (A Other assets

b Other Transactions (1) Sales of assets to a noncharrtaDle exempt organization V (7) Purchases of assets from a noncharrtable exempt organization X (3) Rental of (aci6ties, equipment. or other assets _ _ _ _ 7b(3) (4) Reimbursement arrangements . . . , , _ tb~4) X (5) Loans or loan guarantees . . . . . . . . _ _ _ _ _ _ 1b(5) X (6) Performance of seances or membership or fundraising solicitations

c Sharing of facilities, equipment, mailing fists, other assets, or paid employees . e If the answer [o any of the above is "Yes." complete the following schedule Column (b) should always show the fair market

value of the goods, other assets, or services given by the reporting organization If the organization received less than fart market value m any transaction or sharing arrangement. show m column (d) the value of the goods, other assets, or services received

2a Is the organization directly or indirectly affiliated with, or related to . one or more [ax-exempt organizations described m section 501(c) of the Code (other than section 501(c)(3)) or m section 527 . . [:]Yes 0 No

b If "Yes .' comolete the follouuma schedule (y DpscnpUOn of Nartre a

1 ScFame d dfim a wstee d 2

~4, y e m0 Repareis

a S~ sgnatwe

9L- Fein s mm for yours d se0cmploYed) edcirea

Under panat0es of peTrty I declare that I hays examined this renrm including accompanying schedules and state's, and in the best d my knowledge and DtJmt rt is We carec4 and complete Oeclaalqn a! preparer (ortiM Then laapayer a lquaay) is based m a0 mtonmalun d which prepare has any knowledge

Bank Service Charges $ 216 Attorney General, State of Ohio 200 IRS-2001 Taxes 642 Newspaper Advertising 25 Postage 74 Misc. 56 TOTAL $1,213 _

PART 1- LINES 3 & 4 DIVIDENDS AND INTEREST FROM SECURITIES-2000

Line 3 Huntington Bank (0289 2312360) $ 540 Line 4 Bank One Note (8 .7% 9/5/03) $2,622 Salomon Smith Barney (597-26240-18022) 60,398 TOTAL 6$_

PART I - LAVE 16(A) LEGAL FEES - $24,000.00

This item includes all services of the attorney for the Foundation, who also acted as Foundation Manager, kept all records, prepared the 990-PF, supervised and managed the general day-to-day operations of the Foundation, disbursed charitable donations, conducted meetings of Trustees, and day-to-day general operation of the Foundation.

PART I - LINE 23 OTHER EXPENSES

The Foundation made distributions to 73 different organizations that qualified under the terms of the Foundation instrument The gifts totaled $84,000.00. The five largest gifls were $2,500.00 each, to the Shnner's Hospital Burn Unit, of Cincinnati, Oluo and the Shriner's Hospital for Crippled Children, of Tampa Fl ; $2,200.00 to the Catholic Relief Services, Columbus, Ohio; $8,000 00 to John Carroll University, Cleveland, Ohio and $10,000.00 to the Children's Hospital Foundation. A list of those and other recipients us attached hereto .

PART D - LINE 13 (B&C) INVESTMENTS

Line 2 B C Huntmgton Bank Money MkUCkg $ 7,753 $ 7,753 Line 13 Bank One Note (8.7% 9/5/03) $ 30,000 $ 30,000 Salomon Smith Barney Account 1 .434,965 1,434,965 TOTAL (Line 13) 1 464 65 $_l 4 65

PART III - LINE 3 DECREASES IN BOOK VALUE

Salomon Srruth Barney Account (Loss m FMV of unsold Securities 1/1/02 through 12/31/02) $-296.a6-6

PART VIII - PAGE 6 OFFICERS AND DIRECTORS, ETC.

Vvgwa E Kaps (470 Village Dr, Columbus, OH 43214) is President and Trustee ; Charles G. Kaps (2651 McVey Blvd W, Columbus, OH 43235) is Sec/I'reas, Fund Mgr., Attorney and Trustee; Elwa Serra (898 Clayton Dr, Worthington, OH 43085), Demur O. Kaps (470 Village Dr, Columbus, OH 43214) and Mary Ann Rose (6669 Merwin Rd., Columbus, OH 43235) are Trustees Trustees Elvira Serra, Mary Ann Rose and Demos O. Kaps were paid $1,500.00 each for their services and devoted approximately one hour per week on foundation matters Virginia E. Kaps was paid $24,000 00 for her services and devoted approximately eight hours per week on foundation matters a fee as Trustee Charles G. Kaps was paid $24,000 00 for his legal and management services six hours per week on foundation matters. No expense accounts or employee benefit plans are provided .

PART IX(A) SUMMARY OF DIRECT CHARITABLE ACTIVITIES

Monthly Average FMV of Investments (Smith Barney Account plus Bank One Note)

Monthly Average Bank Account Cash Balances

PART X - LINE I COMPUTATONS

CHARITY AMOUNT STATUS CHECK # DATE

Alabama Kindergarten Conference, Inc O Box 4836

Huntsville, AL 35815-4836 $25000 Public/Charitable 1025 12/6/02 Alzheimer's Disease & Related Disorders Association 919 N Michigan Ave, Ste 1000 Chicago, IL 60611-1676 $60000 Public/Charitable 1026 12/6/02

American Council of Blind of Ohio P O Box 21488 Columbus, OH 43221 $60000 Public/Charitable 1027 12/6/02 American Red Cross of Col's TTEN: Financial Development

995 E Broad St Columbus, OH 43205 $60000 [Public/Charitable 1028 12/6/02

Big Brothers/Big Sisters, Cols 1855 E Dublin-Granville Road Columbus, OH 43229 $800.00 Public/Charitable 1029 12/6/02 Birthright of Columbus 35 E. Gay St., Rm 515 Columbus, OH 43215 $75000 Public/Charitable 1030 12/6/02

Buckeye Ranch Foundation 5665 Hoover Rd Grove Cit y, OH 43123 $1,00000 Public/Charitable 1031 12/6/02 Cabriiu Mission Foundation, Inc 222 East 19'h St , Suite 5D-E New York, NY 10003 (St Philips Mission Swaziland, S Africa $250.00 Public/Charitable 1032 12/6/02

Capital Area Humane Society 3015 Scioto-Darby Executive Court Hilliard, OH 43026 $500.00 Public/Charitable 1033 12/6/02 CARE 151 EWs St NE Atlanta, GA 30303-2440 $60000 ublic/Charitable 1034 12/6/02

Catholic Archdiocese of Durban PO Box 96598 Washington, DC 20090-6598 $1,00000 bloc/Charitable 1035 12/6/02

Catholic Relief Services 09 W. Lafayette Street

Baltimore, MD 21201-3433 $2,20000 ublic/Charitable 1036 12/6/02

EXHIBIT A THE BECK FOUNDATION

TIN: 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

2

EXHIBIT A THE BECK FOUNDATION

TIN: 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

Catholic Social Services 197 East Gay Street Columbus, OH 43215 $1,000.00 Public/Charitable 1037 12/6/02

Challenge m Changing Tunes Diocese of Col's, Finance Off 198 E Broad St Columbus, OH 43215-3766 $1,000 00 Public/Charitable 1038 12/6/02

Children's Hospital Foundation 700 Children's Dr Columbus, OH 43205 2696 $10,000 00 ublic/Charitable 1039 12/6/02

Children's Rights Council of NW Ohio 4069 W Sylvania Ave Toledo, OH 43623 $1,000 00 Public/Charitable 1040 12/6/02 Citizens for Humane Action, Inc Broad St Place, Suite 105 197 E Broad St Columbus, OH 43215 $50000 Public/Charitable 1041 12/6/02

Columbus AIDS Task Force 751 Northwest Blvd, 2"" Floor Columbus, OH 43212-3856 $500.00 ublic/Charitable 1042 12/6/02

Columbus Cancer Clinic 65 Ceramic Drive Columbus, OH 43215 $1,000 00 ublic/Charitable 1043 12/6/02 Columbus Family & Child Guidance Centers 1490 E Main Street Columbus, OH 43205 $1,600 00 Public/Charitable 1044 12/6/02 Columbus Insulate for TBI TBI Network 1581 Dodd Drive Columbus, OH 43210 $50000 Public/Charitable 1045 12/6/02 Columbus International Program 57 Jefferson Ave # 3 Columbus, OH 43215 3866 $50000 Public/Charitable 1046 12/6/02

Columbus Symphony Orchestra 55 E State Street Columbus, OH 43215 $1,00000 Public/Charitable 1047 12/6/02

EXHIBIT A THE BECK FOUNDATION

TIN: 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

The Columbus Zoo Atten. Development Committee PO Box 400 Powell, OH 43065 $1,000.00 Public/Charitable 1048 12/6/02

Combom Missionaries 1318 Nagel Rd. Cmcinnaty OH 45355-3120 $50000 Public/Charitable 1049 12/6/02 Community of Holy Rosary- St John Development Committee 648 S. Ohio Ave Columbus, OH 43205 $80000 Public/Charitable 1050 12/6/02

Dave Thomas Foundation PO Box 7164 Dublin, OH 43217 $1,000.00 Public/Charitable 1051 12/6/02

Dortunican Home Health Center 1430 S High St Columbus, OH 43207 $1,000.00 Public/Charitable 1052 12/6/02 with Mission, Inc

Dept L-1313 PO Box 18045 43218-0045 $80000 Public/Charitable 1053 12/6/02

Friends of WOSU 2400 Olentangy River Road Columbus, OH 43214 $1,000 00 Public/Charitable 1054 12/6/02 Gladden Community House 183 Hawkes Ave. P O Box 23030 Columbus, OH 43223 $900.00 Public/Charitable 1055 12/6/02

Greenlawn Cemetery Foundation 1000 Greenlawn Avenue Columbus, OH 43223 $60000 Public/Charitable 1056 12/6/02

Columbus Habitat For Humanity 3529 Cleveland Ave Columbus, OH 43123 $1,200.00 Public/Charitable 1057 12/6/02

Hannah Neil Center 301 Obetz Road Columbus, OH 43207 $80000 Public/Charitable 1058 12/6/02

Holy Cross Church 204 S. Fifth St Columbus, OH 43215 $60000 ublic/Charitable 1059 12/6/02

EXHIBIT A THE BECK FOUNDATION

TIN: 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

Holy Family Church c/o Rev Francs X Schwertur 584 W Broad Street Columbus, OH 43215 $60000 Public/Charitable 1060 12/6/02

Home Mission (Glenmary Sisters) P O Box 22264 Owensboro, KY 42304-9983 $1,000 00 Public/Charitable 1061 12/6/02

Hospice of Central Ohio 1984 Coffman Rd Newark, OH 43055 $1,000 00 Public/Charitable 1062 12/6/02

John Carroll University 20700 North Park Blvd University Heights, OH 44118-4581 $8,000 00 Public/Charitable 1063 12/6/02

Kobacker Hospice at Riverside 3595 Olentangy River Rd Columbus, OH 43214 $1,500.00 Public/Charitable 1064 12/6/02

Lifecare Alliance 1699 West Mound Street Columbus, OH 43223 $1,000 00 Public/Charitable 1065 12/6/02 Metro Catholic Parish School Development Center 3555 West 54th Street Cleveland, OH 44102 $80000 Public/Charitable 1066 12/6/02

Mid-Ohio Foodbank 1625 W. Mound Street Columbus, OH 43223 $1,500.00 ublic/Charitabl 1067 12/6/02

Mfllcreek Children's Center 44 Essex St, Suite E Youngstown, OH 44502 $1,000.00 Public/Charitable 1068 12/6/02

atonal Disability Sports Alliance 25 West Independence Way Kingston, RI 02881 $50000 Public/Charitable 1069 12/6/02

atonal Multiple Sclerosis Society 970 Crupper Ave Columbus, OH 43229 $500.00 ublic/Charitable 1070 12/6/02

Neighborhood Services, Inc 1950 N Fourth Street Columbus, OH 43201 $80000 ublic/Charitable 1071 12/6/02

EXHIBIT A THE BECK FOUNDATION

TIN : 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

New Salem Missionary Baptist Church 2956 Cleveland Ave Columbus, OH 43224 $25000 Public/Charitable 1072 12/6/02

Ohio Historical Foundation 1982 Velma Ave Columbus, OH 43211 $1,000 00 Public/Charitable 1073 12/6/02

Ohio Special Olympics 3303 Winchester Pike Columbus, OH 43232 $1,000.00 Public/Charitable 1074 12/6/02

he Open Shelter, Inc 370 W State St Columbus, OH 43115 $90000 Public/Charitable 1075 12/6/02 Opera Columbus A7"CN Development Dept. 177 E Naghten Street Columbus, OH 43215 $1,000.00 ublic/Charitable 1076 12/6/02

Our Lady of Peace Foundation 20 East Dominion Boulevard Columbus, OH 43214 $1,500 00 Public/Charitable 1077 12/6/02

Parents Television Council 707 Wilshue Blvd . Los Angeles, CA 980117 $50000 Public/Charitable 1078 12/6/02

Pontifical College Josephium 7625 North High Street Columbus, OH 43235-1498 $80000 Public/Charitable 1079 12/6/02 Project Hope P O. Box 250 255 Carter Hall Ln MiIlwood, VA 22646-9989 $120000 Public/Charitable 1080 12/6/02 Recreation Unlimited 7700 Piper Road Ashley, OH 43003-9741 $70000 ublic/Charitable 1081 12/6/02

Rosemont Center 2440 Dawnlight Ave Columbus, OH 43211 $500 00 ublic/Charitable 1082 12/6/02 Salesian Missions 2 Lefevre Lane PO Box 8002 [New Rochelle, NY 10802-8002 $1,000 00 ublic/Charitable 1083 12/6/02

6

EXHIBIT A THE BECK FOUNDATION

TIN: 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

Salvation Army 340 East Fulton Street P.O Box 06324 Columbus, OH 43206 $1,300 00 Public/Charitable 1084 12/6/02

Second Ave Elementary School 68 E 2nd Ave Columbus, OH 43201 $1,000 00 ublic/Chantable 1104 12/26/02

Skinner's Hosp for Crippled Children P O Box 31356 Tampa, FL 33631 $2,500 00 Public/Charitable 1086 12/6/02

Shrmer's Burns Hospital 3229 Burnet Avenue Cmcinnaty OH 45229 $2,500 00 Public/Charitable 1087 12/6/02

Special Wish Foundation 5340 E Main St Suite 208 Columbus, OH 43213 $1,500.00 Public/Charitable 1088 12/6/02

St Ignatius High School 1911 West 30th St Cleveland, OH 44113-3495 $25000 ublic/Charitable 1089 12/6/02 St Jude Children Research Center One St Jude Place Budding P O Box 3704 Memphis, TN 38173 $1,500 00 Public/Charitable 1090 12/6/02 St Stephen's Community Center 1500 E 17th Ave Columbus, OH 43219 $1,000.00 Public/Charitable 1091 12/6/02

St.Thomas More-Newroan Center 64 W. Lane Avenue Columbus, OH 43201 $1000.00 ublic/Charitabl 1092 12/6/02

Syntaxis Youth Homes 5300 A Sharon Woods Blvd Columbus, OH 43229 $50000 ublic/Charitable 1093 12/6/02

sited Nations Children's Fund (UNICEF) 333 E 38th St ew York, NY 10016 $800 00 ublic/Chantable 1094 12/6/02

Volunteers of America 379 West Broad Street Columbus, OH 43215-2789 $1,000.00 ublic/Charitable 1095 12/6/02

EXHIBIT A THE BECK FOUNDATION

TIN: 31-1103484 CHARITABLE CONTRIBUTIONS - 2002

WorIdVision Gift Planning Dept P O Box 70070 Tacoma, WA 98471-0070 $1,650 00 Public/Charitable 1096 12/6/02 YMCA of Central Ohio Metropolitan Office 0 W Long St

Columbus, OH 43215-2891 $1,000 00 ublic/Charitable 1097 12/6/02

OTAL = 73 Charities $84,000.00