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

Treated as a Private Foundation a6on may be able to use a copy of this return to satisfy state repor

01,1 8 No 1 5< 5 0057

LOOL DepertmantollheTrtesury Imemal Rwenue Sense N018 The

65-6269018

(c) Adjusted net I lob Disbursements II7CORIB for canteble,purpou

12 Total Add lines 1 throu gh 11 13 Compensation of atnrzs airecmrs, bustem, etc

14 Other employee salaries and wages

15 Pension plans, employee benefits 16a Legal fees

c n h Accounting tees ' ,y c Other professional fees STMT 3

>° 17 Interest E i8 razes STMT 4

19 Depreciation and Depletion E 20 Occupancy Q 21 Travel, conferences, and meetings a ~ 27 Printing and Duplications

c Adjusted net income (if negotive enter D-) N/A o? zero LHA For Paperwork Reduction Act Notice, see the instructions Form 990-PF (2002)

1 '5290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI I

Fomr 990-PF

Use the IRS Name of organization

label WMR FAMILY FOUNDATION Otherwise, /O WILMINGTON TRUST COMPANY

print Numarandstreet (orPO Doxnumbenlmaiiisnotdelivered mstreet eaaress) RooMSWte

arrype 1100 NORTH MARKET STREET See Specific

Ci ty or town, state, and ZIP code Instructions WILMINGTON , DE 19890-0001 H Check type of organization = Section 501(c)(3) exempt private foundation

I Fair market value of all assets al end of year J Accounting method Lx I Cash U Accrual (from Part ll, cot (c), line 16) = Other (specify) 11114 1 316 2 6 6 . (Part l, column (og must be on cash basis ) pan 1 Analysis of Revenue and Expenses (a) Revenue and (G) Net investment (The towolemountiinmlumnsnE) (c) end IN~Ynot

necssanlvmualmeamounbinmlumn(all B%PBfI5B5pBfbooks income

t Contributions, gifts, grants, etc, received Cnsw ille O A Me IounchAm s not required la attrn $ch B

2 Distributions from split-interest trusts Interest on savings end temporary 3 fssn mvetmmts

4 Dividends and interest from securities 5a Gross rents b(Natrentailnmmeorposa)

Ell Net gain or Doss) from sal, of assets, not on

h Gross sales price for vl > assets on line Ba d Q 7 Capita, peen net income (hom Pare N, line 2)

8 Net short-term capital gain

W 9 Income modifications

10a Gross aalv less returns an0 ellOwanOpf

b Las Cast of goods sold N t Gross profit or (loss)

n Other income

Employer identification number

Telephone number (302) 651-1000

II uemption applln0on la pending, chak rice

1 Foreign organizations, check here 10 2 Fortipn orpanl :elion . mmunp Um 85% test ,

c~ecN den end attec1, computation

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

If tie foundation is in a 60-month termination

0 olal-o`per nya~+n~iratlv ~ xpenses Add lines l3thrau~ 1,005 . 618 . 387 .

on~i6Utlon~ pjtts~~s 53 , 750 . 1 53 , 750 . 6 Total expenses and disbur: mB s

Heuxne

5

~ 54,755 . 618 . 54,137 .

B 6cae of mvenue over eapenaa end CISDUnemmb <16, 375 . h Net investment income M nwauv. enter -0-)

b5-616yUlkf Page 2 End of year

aloe (C) Fair Market Value

561 . 89,561 .

Organizations that follow SFAS 717, chock here ~ U and complete lines 24 through 26 and lines 30 and 31

x 24 Un restricted

2 25 Temporarily restricted [Z 26 Permanently restricted a

Organizations that do not follow SFAS 117, check here " OX and complete lines 27 through 31

,°� 27 Capital stock trust principal or current funds 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings accumulated income, endowment, or other funds 30 Total net assets or fund balances z

0 .

2

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

WMR FAMILY FOUNDATION Form 990-PF(2002) C/O WILMINGTON TRUST COMPANY

per[ ~~ Balance Sheets °l111'"°'"°'"sv,a,eosoaem cdurmthMd GabmOaFpr~smM

t Cash - non-interest-bearing 2 Savings and temporary cash investments 3 Accounts receivable IN'

Less allowance for doubtful accounts 10' a Pledges receivable 110-

Less allowance for doubtful accounts 10' 5 Grants receivable 6 Recerva0las due from officers, directors, trustees, and other

disqualified persons 7 Otnno6uWI0L6R7/qpb 10.

Less allowance for doubftl accounts 8 Inventories for sale or use

N 9 Prepaid expenses and deferred charges i0a Investments- U S and state government obligations D Investments-corporate stack STMT 5

c Investments - corporate bonds 11 b~cv~ms waoWimqcweMwrocouts

lg=t~ emrtdaom

12 Investments-mortgage loans 13 Investments - other 10 Land buildings, and equipment basis 1

ls~mmwtaaws4em

15 Other assets (describe

17 Accounts payable and accrued expenses 18 Grants payable

m 19 Deferred revenue 20 Lnena hom ofACm, Cirecton Wetem, vk oNCdIaquNIllaG p~na

n 21 Mortgages and other notes payable

J 22 Other liabilities (describe

of

360,028 .

131 Total liabilities andnetassets/lunObalances 1 360,028 . 343,725 .

p~ Wl Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or tund balances at beginning of year " Part II, column (a), line 30 (must agree with end-of-year figure reported an poor year's return) 1 360 , 028 .

2 Enter amount from Part I line 27a 2 <16, 375 .> 3 Other increases not included in dine 2 (itemize) " MASTER NOTES POSTING ADJUSTMENT 3 72 . 4 ndalines t 2an03 4 343 725 . 5 Decreases not included in line 2 (itemize) " 5 0 .

F.m 990-PF Roon 223511 01 23 Q7

WMR FAMILY FOUNDATION

(a) List and describe the kind(s) of property sold (e g real estate 2- story bric k warehou se, or common stack, 200 shs MLC Co

NONE

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

(1) Gains (Cod (h) gain minus cal (k), but not less than -0-) or

Losses (from cot (n))

in column (n) ana ownea oy cna Tounwnon on iujims (I) Adjusted basis (k) Excess 0}C01 (1) as of 12/31/69 over cal (I), it any (I) FMV as o112/31/69

3 15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

ANY

for assets

65-6269018

(s) Date acquired I (O) Date sold (mo,day,yr) (mo,day,yr)

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

2 Capital gain net income or (net capital loss) ~ It 9 ?,ant . also enter in Part I line 7 It (loss), enter-0-in Part I, line 7

3 Not short-term capital pain or (loss) as defined in sections 7222(5) and (6) If pain, also enter in Part I line B, column (c) It (loss) . enter-0- in Part I line B

(For optional use by domestic private foundations subject to the section 494D(a) tax on net investment income )

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

Was tie organization liable for tie section 4942 tax on the distribulable amount of any year in the base periods [::]yes EKI No It 'Yes,* the organization does nod quality under section 49401e1 Do not complete this part 1 Enter tie appropriate amount in each column for each year, see instructions before making any entries

0 Base period years Adjusted 'distributions Net value of noncha'nGble-use assets

Distribution redo falnnAarvnarlnrtavvaarhnnmmnnml qualifying (C01 (D1dNIdBAbvC01 (ell

2 Total of line t, column (0) 3 Average distribution ratio for the 5-year base period -divide the total on line 2 by 5, or by the number of years

the foundation has been in existence it less than 5 years

4 Enter the net value of nonchanta6le-use assets for 2002 from Part X, line 5 1 a 1 1,338,90

5 Multiply line 4 by line 3 1 5 1 41,305 .

6 Enter 1 % of net investment income (1 % of Pa R I, line 27b) 1 6 1 378 .

7 Addlines5and6 1 7 1 41,683 .

B Enter qualifying distributions from Part X11, line 4 54r137 .

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

22352,A, afro Fom 990-PF Rmz)

4 15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

WMR FAMILY FOUNDATION Form 990-PF(2002) C/O WILMINGTON TRUST COMPANY 65-6269018 Page 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) la Exempt operating foundations described in section 4940(4)(2), check here " L--] and enter N/A' on hne 1

Date of ruling letter (attach copy of ruling letter If necessary-sae Instructions) , , D Domestic organizations that meet the section 4940(e) requirements in Part V, check here 1 ~X and enter 1% 1 A 3 7 8 .

of Part I, line 27b s All other domestic organizations enter 2%, of line 27D Exempt foreign organizations enter 4°/, of Part I, line 12, col (D)

2 Tax under section 517 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0 . 3 Add lines 1 and 2 3 378 . 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and (arable foundations only Others enter -0-) 4 0 . 5 Tax based on investment income Subtract line 4 from line 3 If zero or less, enter-0- 5 378 . B Credits/Payments a 2002 estimated lax payments and 2001 overpayment credited to 2002 6a h Exempt foreign organizations -tax withhold at source 6b e Tax paid with application for extension of time to file (Form 8868) tic d Backup withholding erroneously withheld 6d 7 Total credits and payments Add lines 6a through 6d 7 0 . 8 Enter any penalty for underpayment of estimated tax Check here 0 if Form 2220 is attached 8 9 Tai due It the total of lines 5 and B is more than line 7, enter amount owed . 9 37 8 . 10 Overpayment If line 7 is more loan the total of lines 5 and B, enter the amount overpaid po. 10 71 Enter the amount of line 70 to be Credited to 2003 estimated tax " ~ Nehnde0 " ~ 11 Part VI1-A Statements Regarding Activities 1 a During the lax year, did the organization attempt to influence any national, state, or local legislation or did rt participate or intervene in Yes NO

any political campaign' 1a X D Did it spend more than $100 during the year (either directly or indirectly) for political purposes (sec instructions for definition)? 10 X

11 the answer is 'Yes" to 1 a or 1 D, attach a detailed descnptron of the activities end copes o/ any matenals published or distributed by the organization in connection with the activities

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

(1) On the organization " $ 0 " (2) On organization managers " S 0 . B Enter the reimbursement (d any) paid 6y tie organization during the year for political expenditure tax imposed on organisation

managers " E 0 . 2 Has the organization engaged in any activities that have not previously been reported to the IRS 2 X

1/'Yes," attach a detailed description of the activities 3 Has tie organization made any changes not previously reported to the IRS, in its governing instrument articles of incorporation, or ,

bylaws, or other similar instruments II 'Yes,' attach a conformed copy of the changes 3 ~X 4a Did the organization have unrelated business gross income of E1,000 or more during the years 4a X b II Yes; has it fled a tax return on Farm 990-T for this years N/A 4p

5 Was there a liquidation, termination, dissolution, or substantial contraction during the years 5 X 11 'Yes,' attach the statement required by General Instruction T

8 Are the requirements of section 508(e) (elating to sections 4941 through 4945) satisfied either " By language in the governing instrument or " By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law

remain m the governing mstrument9 6 X 7 Did the organization have at least $5,000 in asses at any time during the years 7 X

If 'Yes," complete Part II, cot (c), end Part XV Ba Enter the states to which the foundation reports or with which it is registered (see instructions) 1

FLORIDA D It the answer is 'Yes' to line 7, has the organization furnished a copy of Form 990-PF to the Attorney General (or designate)

of each cute as required by General Instruction G? If "No," attach explanation 8b X 9 I5 the organization claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar

year 2002 or the taxable year beginning in 2002 (see instructions for Part %1V)9 1f "Yes," complete Part XIV 9 X 10 Did any persons become substantial contributors during the tax years n -Yd " en~ a smmuie nsuno mug n~ ."a .ee~~ 10 X 11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications 11 X

Web site address " N/A 12 The6ooksareincareot " WILMINGTON TRUST COMPANY Telephone no " (302) 651-1120

Locatedat " 1100 NORTH MARKET STREET WILMINGTON DE ZiP+4 .19890-0001 13 Section 4947(a)(1) nonexempt charitable trusts hung Form 990-PF in lieu of Form 1001 - Check here " 0

and enter the amount of tax-exempt interest received or accrued during the veer 11. 1 13 ~ N/A Oi Z3 03 Form 990-PF (2002)

b Did the organization, during the year, pay premiums, directly or indirectly. an a personal benefit contracl9 66 X If you answered "Yes" to 6b, also file Form 8870

Farm 9B0-PF RppT

2iJ541 Ot 2303 5

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

WMR FAMILY FOUNDATION Form 990-PF(2D02) C/O WILMINGTON TRUST COMPANY 65-6269018 Page S

File Forth 4720 if any item is checked in the "Yes" column, unless an exception applies 1a During the year did the organization (either directly or inchrecIty)

(1) Engage in the sale or exchange, or leasing o1 property with a disqualified person? 0 Yes FT No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept q from)

a disqualified persons 0 Yes EXI No (3) Furnish p0005 services, or facilities to (or accept them from) a disqualified persons EJ Yes M NO (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons 0 Yes M No (5) Transfer any income or assets to a disqualified person (or make any of either available

for tie benefit or use of a disqualified person) ? [::] Yes W No (6) Agree to pay money or property to a government official? (Exception Check 'No'

d tie organization agreed to make a grant to or to employ the official for a penal otter termination of government service, if terminating within 90 days ) 0 Yes M No

b If any answer is'Yes' 1o 1x(1)-(6), did any of the acts fail to quality under the exceptions described in Regulations section 53 4941(d)-3 or in a current notice regarding disaster assistance (see papa 19 0l the instructions)? 1 D X Organizations raying on a current notice regarding disaster assistance check here Do. L-J

c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before tie first day of the tax year beginning in 2002 1 c ~ X

2 Taxes on failure to distribute income (section 4942) (does not apply for years tie organization was a private operating foundation defined m section 4942(j)(3) or 4942(Q(5))

a At tie end of tax year 2002 did the organization have any undistributed income (lines 6d and tie, Part %11I) for tax year(5) beginning before 2002 D Yes D No It 'Yes: list the years

6 Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect , valuation of assets) to the years undistributed incomes (If applying section 4942(a)(2) to all years listed, answer'NO' and attach statement-see instructions ) N/A 2b

c If tie provisions of section 4942(a)(2) are being applied to any of the years listed m 2a, list the years here

3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during theyaar? Yes OX No

6 If'Yes ; Oil it have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969,(2) the lapse of the 5-year period (or longer period approved by tie 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 penod? (Use Schedule C, Form 4720, to determine i/ the organization had excess business holdings in 2002 ) N /A 3h

Ca Did tie organization invest during the year any amount in a manner that would jeopardize its charitable purposes 4a X b Did the organization make any investment in a pnor year (but after December 31, 1969) teal could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2002 4D X

5a 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))7 0 Yes M No (2) Influence the outcome of any specific public election (see section 4955) or to wiry on, directly or indirectly,

any voter registration c1nve7 E] Yes l'-Ti No (3) Provide a grant to an individual for travel, study, or other similar purpases9 E] Yes OX No (4) Provide d gram to an organization other than 3 charitable, ¢tC , organization described in section

509(a)(1), (2), or (3), or section 4940(d)(2)) EJ Yes D No (5) Provide for any purpose olherthan religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals El Yes EXI No 6 If any answer is Yes' la Sa(t )-(5) did any of the transactions tail to quaky under the exceptions described in Regulations

section 53 4945 or in a current notice regarding disaster assistance (see instructions) N/A Organizations relying on a current notice regarding disaster assistance check here 1 0

s If the answer is 'Yes'to question 5a(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A Yes = No If 'Yes,' attach the statement requuad by Regulations section 53 4945-5(df

6a Oil the organization, during the year, receive any funds directly or indirectly, to pay premiums on a personal benefit contracts ~ Yes ~X No

WMR FAMILY FOUNDATION C/O WILMINGTON TRUST COMPANY 65-6269018

Information About Officers, Directors, Trustees, Foundation Managers, Highly Page s 0 Paid Employees, and Contractors

3 Five highest-paid independent contractors for professional services II none, enter "NONE " (a) Name and address of each person paid more than $50,000 (b) Type of service (e) Compensation

6123 03 F0g 990-PF R002) 6

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

List the foundation's tour largest direct charitable actrvities during the tax year Include relevant statistical information such as the I Expenses number of organizations and other Denefcianes served, conferences convened, r esea rch papers produced, etc N/A

2

3

4

on lines 1 and 2 Amount

Total Add lines 1 ihrouah 3

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

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc , purposes a Average monthly fair market value of securities D Average of monthly cash balances c Fair market value of all other assets O Total (ode lines la, b, and c) e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 1e 2 Acquisition indebtedness applicable to line 1 assets

3 Subtract line 2 from line 1d 4 Cash deemed held for charitable actrvities Enter 1 112% of line 3 (for greater amount, see instructions) 5 Net value of noncharlta0le-use easels Subtract line 4 from line 3 Enter here and on Part V, line 4 6 Minimum Investment return Enter 5% of line 5

0 .

0 .

97 . 89. 08 . 45.

45.

78 . 67 .

Part XII Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses,contnbuUOns,pits,etc-total from Part l,column (A),line 26 to 54 , 137 . D Program-related investments -Total from Part IX-B 1h 0 .

2 Amounts paid to acquire asses used (or held for use) directly in carrying out chanWble, etc purposes 2 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (poor IRS approval required) 3a 0 Cash distribution test (attach the required schedule) 36

4 Qualifying distributions Add lines 1a through 3b Enter here and on Pall V, line 8, and Part %III, line 4 d 54 , 137 . 5 Organizations that quality under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Pan I line 27b 5 378 . 6 Adjusted qualifying distributions Subtract dine 5 from dine a ~ e ~ 53, 759 .

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

Fern, 990-PF Rmx)

7

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

WMR FAMILY FOUNDATION Form 490-PF(2002) C/O WILMINGTON TRUST COMPANY

Part IX-B Summary of Program-Related Investments

ascribe the two largest program-related investments made by tie foundation during the tax i N/A

2

All other program-related investments See instructions 3

65-6269018

Pad ~X] DIStribUt8bl0 Amount (see instructions) (Section 4942(j)(3) and (1)(5) private operating foundations and certain foreign organizations check here " 0 and do not complete this part )

1 Minimum investment return from Part X, line 6 1 2a Tax on investment income for 2002 from Pail VI, line 5 2a 378 . 6 Income lax tar 2002 (This does not include the tax from Part VI ) 2h c Add lines 2a and 2b 2e

3 DistnUutable amount before adjustments Subtract line 2c from line 1 3 4a Recoveries of amounts treated as qualifying distributions 4a 0 . h Income distributions from section 4947(a)(2) trusts Ch 0 . e Add lines 4a and 4b ~4c

5 Ado hoes 3 and 4c g Deduction from disinbutaDle amount (see instructions) ~g 7 Dlsirlhutable amount as adjusted Subtract line 6 from line 5 Entei here and on Pail 7(111 . line 1 I 7 I

223561 01 2303

WMR FAMILY FOUNDATION Form 990-PF(2002) C/O WILMINGTON TRUST COMPANY 65-6269018 Page B

Part X111 Undistributed Income (see instructions)

(a) - Ibl 1c1 Idl xpus Years prior to 2001 2001 2002

66,567 .

49 1` 559 .

0 . g Excess distributions carryover, rt any, to 2002

a From 1997 D From 1998 c From 1999 d From 2000 e From 2001 t Total of lines 3a through e

6 Qualifying distributions for 2002 from Part x11,line a " a 54,137

a Applied 10 2007, but not more than line 2a h Applied to undistributed income at poor years (Election required -see instructions)

t Treated as distributions out of corpus (Election required-see instructions)

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

Excess, abinounons wrywerapPlied m 2002 (11 en smount appears in taiumn (d) no ume artount must De flown In column (y )

6 Enter the net total of each column as indicated below

3 Corpus A00 lion 7f 4c and <n SubVxY line 5

bPrior years'undistributed income Subtract

line 4b from line 2b

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

d Subtract line tic from line 6b Taxable amount-see instructions

e Undistributed income for 2001 Subtract line 4a from line 2a Taxable amount see inslr

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

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

B Excess distributions carryover from 1991 not applied on line 5 or line 7

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

10 Analysis of line 9 a Excess from 1998 h Excess from 1999 t Excess from 2000 d Excess from 2001

0

0

0 .

0 .

Form 990-PF ROOZI

8 15290716 758259 WMRFAMFDN 2002 .05000 wMR FAMILY FOUNDATION C/O W WMRFAMFI

1 Distributable amount for 2002 from Part %I, line 7

UndietHbutMincome,Ifany . of the and of 2001

a Enter amount for 2001 only D Total for poor years

717571 O1-2J-Q7

i27581A1-iJ-03 Form 990-PF (2ooz) 9

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

WMR FAMILY FOUNDATION

(see instructions and Part VII A, 1 a If tie foundation has received a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2002, enter the date at the ruling 6 Check box to indicate whether the organization is a rrvate o eratin foundation described in section

2 a Enter the lesser al the adjusted net ~ Tax year I Prior 3 y income from Part I or the minimum (a) 2002 (6) 2001 (c) 20

investment return from Part X for each year listed

D 85% of line 2a c OualAyinp distributions from Part XII,

line 41or each year listed 0 Amounts included in line 2c not used directly for active conduct of exempt activities

e Oualitying distributions made directly for active conduct at exempt activities Subtract line 2d from line 2c

3 Complete 3a 6 at c far tie alternative test relied upon

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

(2) Value of assets qualifying under section 4942(1)(3)(B)(Q

b 'EndowmenC alternative test - Enter 2/3 at minimum investment return shown in Part %, line 6 for each year fisted

c 'SupporC alternative lest - enter (1) Total support other than gross

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

(2) Support from general public and 5 or more exempt organizations as prowled in section 4942(j)(3)(6)(m)

(3) Largest amount of support from an exempt organization

Part XV ~ 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 3 List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of anytax year (Dug only A they have contributed more loan $5,000) (See section 507(0)2) )

SEE STATEMENT 7 b List any managers at the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or

other entity) of wraith the foundation has a 10% or greater interest

NONE 2 Information Regarding Contribution, Grant, Grit, Loan, Scholarship, ete,Programs

Check here 1 0 if 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 instructions) to individuals or organizations under other conditions complete items 2a, b, c, and d

a The name, address, and telephone number of tie person to whom applications should be addressed ELIZABETH FALLON, C/O WILMINGTON TRUST CO ., 1100 NORTH MARKET STREET, WILMINGTON, DE 19890-0001

D Tie form in which applications should be submitted and information and materials they should include 3E STATEMENT 8 c Any submission deadlines

0 Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors GRANTS ARE MADE AS SELECTED BY TRUSTEES .

WMR FAMILY FOUNDATION

22J601/O1-Z7-OJ Form9B0-PF Row) 10

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

Line Na Explain below how each activity for which income is reported in column (e) of Part %VI-A contnbuted importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes)

1' 2i-b3 Fo~ 990-PF ;=2) 6 1

15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

WMR FAMILY FOUNDATION Form 990-PF(2002) C/O WILMINGTON TRUST COMPANY 65-6269018 Pall

Part XVI-A Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated Unrelated business income e.d ~aea sauon 512 , 513 , or sia (a) (h) E,C9� (E) flelatedorexempt

Business Amount "°" Amount function income 1 Program service revenue code a 6 c a e i q Fees and contracts tram government agencies

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

investments 14 1 , 216 . e Dividends and interest from securities 14 3-7 1 164 . 5 Net renal income or (loss) from real estate ` a Debt-financed property b Not debt-financed property

fi Net rental income or (loss) from personal property

7 Other investment income 8 Gain or (loss) from sales of assets other

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

a 0 c a I ~ ~ I -I

Ir 12 Subtotal Add columns (b), (d), and (e) 0 . 1 38,380 .1 0 . 13 Total nddline 72,columns (b),(d),and(e) 13 38,380 . (See worksheet in line 13 instructions to verity calculations

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

(2) Purchases of assets from a nanchantable exempt organization 1b( 2 ) (3) Rental of tontines, equipment, or other assets 1 b( 3 ) (4) Reimbursement arranpemenls 164 (5) loans or loan guarantees 7b( 5 ) (6) Performance otservices ormembership orfund raising solicitations 1h6 Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c If tie 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 It the organization received less than fair market value in any transaction or sharing arrangement, show in

2a Is the organization duecty or indirectly affiliated with, or related to, one or more lax-exempt organizations described

15290716 758259 WMRFAMFDN 2002 .0500

WMR FAMILY FOUNDATION Form 990-PF(2002) C/O WILMINGTON TRUST COMPANY 65-6269018 Page 12 Pmt XVII Information Regarding Transfers To and Transactions and Relationships With Nonchantable

Exempt Organizations

1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 507(c) of Yes NO tie Coda (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? `

a Transfers from the reporting organization to a noncharitable exempt organization of (1) Cash te l l ) (2) Otnerassets la ( 2 )

b Other Transactions (1) Sales otassets loanonchanlableexempt organization 1b1

in section 501(c) of the Code (other loan section 501(c)(3)) or in section 527 7 EJ Yes 91 No b If "Yes," complete the following schedule

(a) Name o1 organization (6) Type of organization (c) Description of relationship N/A

UnEer OerdUe of pwtury I declare Pet I ~~v~ examined! this return including eccampanyinp sdieGUlm and statements, and b Me best of my YnoMeOpe xM bqrel it if Me eorrei enUmmpiete Do glvstlonolprepem(oVicNentazpe,erorfdudery) is bueooneliLnlortvuonolwlil~ prepvahnanyYnoMbps

d ignatu2 01 officer or INStBB

Preparer's N y ',

(%1 d [ SIQI12~OfB

a o o ,~������ p�, WILMING N TRUST COMPA a~ aa~~mvuem '1100 NORTH MARKET STRE

WILMINGTON DE 19890-0

ussz, of xam

WMR FAMILY FOUNDATION C/O WILMINGTON TRU 65-6269018

FORM 990-PF OTHER PROFESSIONAL FEES STATEMENT 3

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

(C) (D) ADJUSTED CHARITABLE NET INCOME PURPOSES

16 STATEMENT S) 1, 2, 3, 4 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI 15290716 758259 WMRFAMFDN

FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1

SOURCE AMOUNT

WILMINGTON PRIME MM PORT 1,216 .

TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 1,216 .

FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2

CAPITAL GAINS COLUMN (A) SOURCE GROSS AMOUNT DIVIDENDS AMOUNT

DIVIDENDS 37,164 . 0 . 37,164 .

TOTAL TO FM 990-PF, PART I, LN 4 37,164 . 0 . 37,164 .

DESCRIPTION

INVESTMENT FEES

TO FORM 990-PF, PG 1, LN 16C

FORM 990-PF

DESCRIPTION

FEDERAL PRIVATE FOUNDATION EXCISE TAX : 2001 BALANCE DUE

TO FORM 990-PF, PG 1, LN 18

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

773 . 386 .

773 . 386 .

TAXES

(C) (D) ADJUSTED CHARITABLE NET INCOME PURPOSES

387 .

387 .

STATEMENT 4

232 . 232 . 0 .

232 . 232 . 0 .

i ' WMR FAMILY FOUNDATION C/0 WILMINGTON TRU

FORM 990-PF CORPORATE STOCK

FAIR MARKET VALUE

1,226,705 .

1,226,705 .

DESCRIPTION BOOK VALUE

INVESTMENTS - CORPORATE STOCK 254,164

TOTAL TO FORM 990-PF, PART II, LINE lOB 254,164

FORM 990-PF PART VIII - LIST OF OFFICERS, DIRECTORS STATEMENT 6 TRUSTEES AND FOUNDATION MANAGERS

0 . 0 . 0 . TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII

17 STATEMENT S) 5, 6 15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

65-6269018

STATEMENT 5

TITLE AND NAME AND ADDRESS AVRG HRS/WK

MARGARET A . RUSSELL TRUSTEE 100 GLENVIEW PL . #600 0 . NAPLES, FL 34108

CAROL L . PARKER TRUSTEE 6209 S W 24TH TERRACE 0 . TOPEKA, KS 66611

DAVID PARKER TRUSTEE 6209 S W 24TH TERRACE 0 . TOPEKA, KS 66611

ROBERT CRUICKSHANK TRUSTEE P .O . BOX 396 0 . NEW CANAAN, CT 06840

JOE B . COX TRUSTEE C/0 CUMMINGS & LOCKWOOD, P .O . BOX 0 . 413032 NAPLES, FL 34101-3032

EMPLOYEE COMPEN- BEN PLAN EXPENSE SATION CONTRIB ACCOUNT

0 . 0 . 0 .

0 . 0 . 0 .

0 . 0 . 0 .

0 . 0 . 0 .

0 . 0 . 0 .

WMR FAMILY FOUNDATION C/O WILMINGTON TRU

PART XV - LINE 1A LIST OF FOUNDATION MANAGERS

STATEMENT 7

NAME OF MANAGER

MARGARET A . RUSSELL CAROL L . PARKER DAVID PARKER

FORM 990-PF PART XV, LINE 2B STATEMENT 8 APPLICATION REQUIREMENTS

DESCRIPTION

NO FORMAL APPLICATION . LETTER OUTLINING PURPOSE OF GRANT SHOULD BE FORWARDED TO TRUSTEES .

RECIPIENT RECIPIENT NAME AND ADDRESS STATUS PURPOSE OF GRANT

AUDIO READER NETWORK, UNIV PUBLIC GENERAL PURPOSE OF KANSAS, LAWRENCE, KS CHARITY

BAY VIEW ASSOCIATION, PUBLIC GENERAL PURPOSE PETOSKEY, MI CHARITY

CHRIST THE KING CHURCH PUBLIC GENERAL PURPOSE TOPEKA, KS CHARITY

COMMUNITY FOUNDATION OF PUBLIC GENERAL PURPOSE COLLIER COUNTY, NAPLES, FL CHARITY

NONE 3,500 .

3,000 .

1,000 .

5,000 .

500 .

2,000 .

NONE

COMMUNITY FOUNDATION OF PUBLIC GLENVIEW EMPLOYEE NONE COLLIER COUNTY, NAPLES, FL CHARITY SCHOLARSHIP FUND

CORNERSTONE OF TOPEKA, PUBLIC GENERAL PURPOSE NONE TOPEKA KS CHARITY

EAST NAPLES MIDDLE SCHOOL, PUBLIC GENERAL PURPOSE NONE NAPLES FL CHARITY

18 STATEMENT S) 7, 8, 9 15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI

FORM 990-PF

65-6269018

FORM 990-PF GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR

STATEMENT 9

RECIPIENT RELATIONSHP AMOUNT

NONE 2,500 .

NONE

19 STATEMENT S) 9 15290716 758259 WMRFAMFDN 2002 .05000 WMR FAMILY FOUNDATION C/0 W WMRFAMFI

WMk FAMILY FOUNDATION C/O WILMINGTON TRU 65-6269018

FLORENCE CRITTENTON HOME, PUBLIC GENERAL PURPOSE NONE TOPEKA, KS CHARITY 2,500 .

HELPING HANDS SOCIETY PUBLIC GENERAL PURPOSE NONE TOPEKA, KS CHARITY 2,000 .

HOLLAND AREA ARTS COUNCIL PUBLIC GENERAL PURPOSE NONE HOLLAND, MI CHARITY 1,000 .

JUNIOR LEAGUE OF TOPEKA, PUBLIC GENERAL PURPOSE NONE TOPEKA, KS CHARITY 250 .

KANSAS PUBLIC RADIO, PUBLIC GENERAL PURPOSE NONE BROADCASTING HALL UNIV OF CHARITY KS, LAWRENCE, KS 1,000 .

KAPPA KAPPA GAMMA PUBLIC GENERAL PURPOSE NONE FRATERNITY, COLUMBUS, OH CHARITY 2,000 .

KTWU TOPEKA, KS PUBLIC GENERAL PURPOSE NONE CHARITY 1,000 .

LITTLE TRAVERSE CONSERVANCY PUBLIC GENERAL PURPOSE NONE HARBOR SPRINGS, MI CHARITY 1,000 .

MEALS ON WHEELS OF SHAWNEE PUBLIC GENERAL PURPOSE NONE & JEFFERSON COUNTIES CHARITY TOPEKA, KS 2,000 .

MOTHER TO MOTHER OF SHAWNEE PUBLIC GENERAL PURPOSE NONE COUNTY TOPEKA, KS CHARITY 500 .

MOTHER-TO-MOTHER, TOPEKA, PUBLIC GENERAL PURPOSE NONE KS CHARITY 1,500 .

NAPLES UNITED CHURCH OF PUBLIC GENERAL PURPOSE NONE CHRIST, NAPLES, FL CHARITY 5,000 .

NATIONAL MS SOCIETY PUBLIC GENERAL PURPOSE NONE MICHIGAN CHAPTER MI CHARITY 250 .

OUR LADY OF LAKE CATHOLIC PUBLIC GENERAL PURPOSE NONE CHURCH CHAPIN, SC CHARITY 2,000 .

ST . DAVID'S EPISCOPAL PUBLIC GENERAL PURPOSE NONE CHURCH, TOPEKA, KS CHARITY 2,000 .

ST . JOHN'S RESIDENCE FOR PUBLIC GENERAL PURPOSE NONE BOYS TOPEKA, KS CHARITY 2,000 .

THE CAPPER FOUNDATION PUBLIC GENERAL PURPOSE NONE TOPEKA, KS CHARITY 2,000 .

TOTAL TO FORM 990-PF, PART XV, LINE 3A 53,750 .

20 STATEMENT S) 9 2002 .05000 WMR FAMILY FOUNDATION C/O W WMRFAMFI 15290716 758259 WMRFAMFDN

WMA FAMILY FOUNDATION C/O WILMINGTON TRU 65-6269018

THE FOUNDATION FIGHTING PUBLIC GENERAL PURPOSE NONE BLINDNESS POMPANO BEACH, FL CHARITY 1,000 .

THE TOPEKA Z00, TOPEKA, KS PUBLIC GENERAL PURPOSE NONE CHARITY 250 .

THE UNIVERSITY OF DAYTON PUBLIC GENERAL PURPOSE NONE DAYTON, OH CHARITY 1,000 .

TIP OF THE MITT WATERSHED PUBLIC GENERAL PURPOSE NONE COUNCIL, PETOSKY, MI CHARITY 1,000 .

TOP OF MICHIGAN TRAILS PUBLIC GENERAL PURPOSE NONE COUNCIL PETOSKY, MI CHARITY 500 .

TOPEKA COMMUNITY FOUNDATION PUBLIC GENERAL PURPOSE NONE TOPEKA KS CHARITY 1,000 .

TOPEKA SYMPHONY ORCHESTRA, PUBLIC GENERAL PURPOSE NONE TOPEKA, KS CHARITY 2,000 .

UNITED WAY OF GREATER PUBLIC GENERAL PURPOSE NONE TOPEKA TOPEKA, KS CHARITY 1,000 .

WASHBURN UNIVERSITY TOPEKA PUBLIC GENERAL PURPOSE NONE KS CHARITY 500 .

Report Cover P.igt,

WILMINGTON TRUST Investment Detail 45351

Page 1 As of March 3/ 2003

TOTAL PRINCIPAL INVESTMENTS 51,291,06785 10000 SJ18,52775 5972,54010 $41,36145 3 30

Account Number

CATEGORY QUANTITY A7ARKIs1 VAI,UL(A1N 'YonF FEDERAI,TAXCOST UNREALIZED FSTIA7A1'ED YIELD ( 40 ) DF_SCRTMOF MN . , GAIN/(LOSS) ANNUAL INCOME Y7Ti'(~j

PRINCIPAL INVESTMENTS lOR1AtON SIOCKS AND CONVERTIBI.F.S

Fnerg7 76000000 26562000 2057 85 965 50 17965450 699200 263 EXXON MOBIL CORPORATION COMMON 749500 Illl

Sub-Total Fnerp $265,62000 2057 $85,96550 $179,65450 $6,99200 263

68000000 14368400 1I 19 8069070 6299330 761600 530 BRISTOL-M) ERSSQUIBB CO COMMON 211300 1187

6800000 3306840 2 56 4 088 10 28 980 10 00 00 71MMER HOLDINGS INC COMMON 486700 601

Sub-7oW1 Health Care $176,75240 1369 $84.77900 $91,97340 $7,61600 dal

1 2900000 39,312 10 305 17 16990 22 16220 135450 344 HARSCO CORP COMMON 304900 13 71

Sub-Total Industrials $39,332 10 J05 $7,16990 $22,16220 S1,J5950 J44

25 000 0000 74500000 5770 6625000 (,78 750 00 2500000 336 NEW YORK COMMUNITY BANCORN INC COMMON 298000 265

Sub- Iota[ Finencials $745.00000 5770 $66.25000 $678.75000 $25,00000 3>6

Total COA71110NSIOCKSANDCONVERTIBLES $1,226,70450 9501 $254,16440 $972-540 10 540,96250 33'1

64363 1500 64,36J J5 499 6436335 00 39895 62 W II.M INGTON PNIM E MM PORT-SER V ICE CI . I 0000 I 00

Total SHORT-TEFN11NV65TMF,NT5 $64,J61J5 099 $64J6JJ5 500 $39895 62

TOTAL INCOME INVFSI'h1ENT5 $25,19744 10000 $25,197 44 500 $5618 62

WILMINGTON TRUST Investment Detail Account Number 45351

As of March 3/ 2003 Page 2

CA 1'ECORS' QUANTITY MARKET VALUE,(l11/V 'Yo OF FEDERAL TAX COST UNREALIZED ESTIMATED YIEI,U 90 bFSLR1PITa1a FTAARL7'QRi7'PR7CE? M/V GAIN/(LOSS) ANNUALINCOME

INCOME INVESfMCN7S SHORT-TERM INVESTMENTS

25 1974400 25 197 44 10000 25 19744 00 156 1S 62 WILMINGTON PRIME MM PORT-SERVICE CL 10000 100

Total $H(1RT-ILIIMINVESTMENTS $25,19744 10000 $25,197 44 500 55618 62