Form 9 9 0 . Department of the Treasury Internal Revenue SeMce

A For the 2002 calm

Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) 01 the Internal Revenue Code (except black lung

benefit trust or private foundation) " The organization may have to use a copy of this return to satiety state reporting requirements

CO

o H B cn . .k n .wkoa . vi.e . C Name of organization

X Ad~o . ""SRS THE WILBVR MARVIN FOUNDATION hE~lor

0 ""w print , Number and street (or P O box If mall is not delivered to street address) Room/suite iiunir.e .n NM

"t r "~ °o, 5630 BANKERS AVENUE evKme ;;°'° mnme" City or town, state or country, and ZIP + 4

App"".'" 'b". P ..dkl BATON ROUGE . LA 7 0808

Cash I XI Accrue!

and I ere not applicable to scorn 517 aganl:afbna

e) Is this a group return for aRillaiee'! F-1 Yes a No b) If'Yee"enter number Waffiliates 1

c) Are all effillates included? pas ~ No (II "NO," attach a list SK mslnuLOna )

d) b tab . upaqh Mum NM a iin r1

a Section 607(c)(3) organizations and 4947(a)(1) nonexempt charitable frusta must attach a completed Schedule A (Form 990 or 990

0 Web sit* 501 or

K Check hem Ill u II the organization's gross receipts are normally not more than 525,000 The

organization need not file a return with the IRS but if the organization receNed a Form 990 Package

in the mall, it should file a return without financial data Some sleds require a complete return I Enter 441 A GEN

M Check

to attach Sch B I

I d the organization m not required

Form 990 990-E7 or 990-PF) L Gross receipts Add Ilnn 6b Bb, Bb and 10b to line 12 1

Revenue Expenses , and Changes In Net Assets or Fund Balances See page 17 of the rostra 7 Contributions, gifts, grants, and similar amounts reserved STMT 1 a Direct public support, , , , , , , , , , , , ,

" 1a 856 , 823

b Indirect public support , , _ , , , , , , 1 h c Government contributions (grants) , , , , , , , , , , , , , , 1 e d Total (.eaia ..tammuontq (cash s 856,823 nona.ns )

2 Program service revenue including government tees and contracts (from Part VII, line 93) , , , , , , 3 Membership dues and assessments , , , , , , , , , , , , , , , , , , , , 4 Interest on savings and temporary rash investments , , $IXT j , , , , , , , , , , , 3 Dividends and Interest from securities , , , , $~iQT 3 , , , , , 6a Gross rents , , , , , , , , , , Ba 484 , 240 b Less rental expenses , , , , , , , , , , " Bb 746 , 763 e Net rental Income or (loss) (subtract line 6b from line 6a) , , , , , , , , , ,

7 Other investment income describe " STMT 4 8 a Gross amount from roles of assets other (A) Securities [B) Other u

than inventory , 8 a b Lose coat or other basis and sales expenses , j ib ! e Gain or (loss) (attach schedule) Be d Net gain or (lose) (combine line 8c, columns (A) and (B)) , , , , , ,

9 Speelal events and activities (attach schedule) a Gross revenue (not Including $ 0!

contributions reported on line la) , , . . . . , , , 8a b Less direct expenses other than fundraising expenses , , 9 b e Net Income or (loss) from special events (subtract line 9b from line 9a) . . .

10a Gross sales of Inventory, law returns and allowances 0e b Less cost of goods sold Oh t Gross grout or (loss) from sales of inventory (attach schedule) (subtract line lob from line 10a) , , ,

11 Other revenue (from Part VII, line 103) , , 12 Total revenue add lines 1d 2 3 4 5 6c 7 8d 9c 10c and 11 " . 13 Program services (from line 44, column (B))

u 14 Management and general (from line 44, column (C)) (p p~~~ y 2A n 15 Fundraising (from line 44, column (D)) E~ IUd V,

1 0 W 16 Payments to affiliates (attach schedule) !i 8 18 Excess or (deficit) for the year (subtract line 17 from line 12)

Y 19 Net assets or fund balances at beginning of year (from line 73, column (A))

a 20 Other changes in net assets or fund balances (attach explanation) $'('14T 5 Y = 71 M.1 .... t. nr /-A F~lanroc ~I and nI umrlnnrnM- Lnn. 10 1D -A 7M

3 ~,`b 60HOL8 K443 11/12/2003 15 08 26 V02-8 1 110546

.r

D Employer Identificalkin number

E Telephone number

8

.1. For Paperwork Reduction Act Notice, see the separate Instructions 2E I010 1 ODO

Form 990 (2002)

All organizations mint complete column (A) Column (B), (G), and (D) am required for seclJon 501 (c)(3) and (4) organizations end section 4947(a)(1) nonexempt cherite ble trusts but outlonal for others (Sea was 21 of the instrucfwne 1

(A) Total 1., rnyian pq ~naneyemem (D)Fun02bUp eerncn end eneral

c~pt~%" ~a~~°"~ s 1 , 500 , 000 1 500 000 $R1P~' G

''58

22 Grants and allocations (attach schedule) (cam f 1,500 .000 noneunf )

23 Specific assistance to individuals (attach schedule) 24 Benefits paid to a M members (attach schedule) 23 Compensation of officers, directors, etc 28 Other salaries and wages , , , 27 Pension plan contributions , , , , 28 Other employee benefits , , , , , , , 29 Payroll taxes , , , , , , , , , , 70 Professional fundraising fees , , , 31 Accounting fees 32 Legal fees , , , , , , , , , , , 33 Supplies � � � � � � , 74 Telephone � , � � � � � , 75 Postage and shipping , , , , , , , ]B Occupancy � , � � � 37 Equipment rental and maintenance , 38 Printing and publications , , 39 Travel� � � � � � � 40 Conferences, conventions, and meetings , 41 Interest , � � � , 42 Depreciation, depletion, etc (attach echeAUle) as otn .r .v .r ...not ~.md .~ ,dmo.,smNx 7

b e d

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

(Grants and allocations $ c

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

(Grants and allocations $ ) d

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

Grants and allocations $ e Other program services attach schedule Grants and allocations $

im T Total of Program Service Expenses (should equal line 44, column (B), Program services) " 1 , 500,000 2eIo2o,ooo Form990 (2002) 60HOL8 K443 11/12/2003 15 08 26 V02-8 1 110546 4

r 58-2019715 Form 990 (2002)

e ae 44 Total functional expenses (yea line a mmpn Q)

ll~ totals to lines Is- 5 uma IH}Nl' carry

44 1 .663 .881 . 1 .500 .000 163 .881 Joint Costs . Check " if you are following SOP 98-2 Are any joint costs from a combined educational campaign and fundraising sollcitahon reported in (B) Program servlces7 " ~ Yes aX No II "Yes; enter (i) the aggregate amount of these joint costs f , (u) the amount allocated to Program services $

FgnM Statement of Program Service Accomplishments See page 24 of the instructions What Is the organization's primary exempt purpose? " STMT 8 program 5arvic@ Expenses All organizations must describe their exempt purpose achievements In a clear end concise manner State the number (Required for50t(c)(3)ena of clients served, publications issued, etc Discuss achievements that are not measurable (Section 501(c)(3) and (4) (4) ores , and a9a7(a)(t) organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of proms and allocations to others ) trusts, but optional for others ) a THE ORGANIZATION HAS ACHIEVED ITS E7IM"T PURPOSE HY_________-_____________ DISTRIBUTING FUNDS TO VARIOUS CHARITABLE . CUL RELIGIOVS~ EDUCATIONAL AND_CIVIC-ORGAt7I2ATIONS__________-__--____________

Grants and allocations $

1 , 5

00 000

1 , 500

000 b

Form 990 is available far public inspection and, for some people, serves as the primary or sole source of information about a particular organization How the public perceives an organization in such cases may be determined by the information presented on its return Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's programs and accomplishments

jSk 2E70]0 1 000

60BOL8 IC443 11/12/2003 15 08'26 V02-8 1 110546 5

58-2019715 Foam 990(2002) Peps 3 REMO Balance Sheets See page 24 of the instructions Note . Where required, attached schedules end amounts within the description (A) (B)

column should be for end-of-year amounts on Beginning of year End of year

45 Cash -noninterest-beanng . . . . . . . . . 2 , 762 , 064 45 3 502 918 . 48 Savings and temporary cash investments . , , , , , , , , , , , , , , , , , . Nom 46 NONE

47a Accounts receivable , , 47a 31 , 922 . b Less allowance for doubtful accounts 47b 60 , 803 47e 31 , 922 .

48a Pledges receivable , , , , , , , , . , . , , , 48a 29 , 000 , 000 b Less allowance for doubtful accounts, , , , , , , 48b 35 , 000 , 000 48e 29 000 000 .

49 Grants receivable , , 49 SO Recervables from officers, directors, trustees, and key employees

(attach schedule) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SO 511a Other notes and loans receivable (attach

schedule) , , , , , , , , , 9= ,9, 1 518 1 293 , 922 1 b Less allowance for doubtful accounts , , , , , 57 b 287 , 496 51e 293 , 922 .

52 Inventories for sale or use 32 53 Prepaid expenses and deferred charges . . . . . . . . . .

. 53

54 Investments - securities (attach schedule) , , , , , " E:1 Cost 0 FMV 54 5Sa Investments - land, buildings, and

equipment basis , , , , , , , , , , , 55a 4 959 097 ` b Less accumulated depreciation (attach

schedule) , , , , , , , , , , , , , , , , 3Sb 803 , 6S2 . 2 , 468 , 913 SSe 4 1 155 , 445 . 5B Investments -other (attach schedule)

. . . STDTCC 10 25 , 184 , 018 58 24 , 292 , 345

57a Land, buildings, and equipment basis , , , , , 57a b Less accumulated depreciation (attach

schedule) � � � � � � � , 57b 57c 58 Other assets (descnbe " STMT 11 ) 25 , 462 58 17 . 576 .

59 Total assets add lines 45 through 58 must equal line 74 . . . . . . . 65 788 756 39 61 , 294 , 128 . 60 Accounts payable and accrued expenses , , , , , , 173 , 448 80 290 064 . 87 Grants payable , , , , , , , , , , , , , , , , , , No 81 NONE 82 Deferred revenue . , , . , , , , , , , , , , . . . 82 83 Loans from officers, directors, trustees, and key employees (attach m,^ .

-_ schedule) , � � � � � , 87 84a Tax-exempt bond liabilities (attach schedule) . , , , , , , , , , , , , , , , 84a

b Mortgages and other notes payable (attach schedule) 571 , 960 84b 460 , 839 85 Other liabilities (describe t STMT 12 ) 63 , 688 BS 107 , 651

88 Total liabilities add lines 60 through 65 809 , 096 86 858 , 554 Organizations that follow SFAS 777, check here " X and complete lines

67 through 69 and lines 73 and 74 v 67 Unrestricted , , , , , , , , , , , . , , , 64 , 979 , 660 87 60 435 574 .

68 Temporarily restricted 88 m 88 Permanently restricted . . . . . . . . BB m o Organizations that do not follow SFAS 117, check here 10 and ~ complete lines 70 through 74 a 70 Capital stock, trust principal, or current funds , 70

71 Paid-in or capital surplus, or land, building, and equipment fund 71 72 Retained earnings, endowment, accumulated income, or other funds 72 n

a 73 Total net assets or fund balances (add lines 67 through 69 or lines Z 70 through 72,

column (A) must equal line 19, column (B) must equal line 21) 64 979 660 73 , 60 , 435 , 574

Form 990 58-2019715

Peps 4

er

i2.406.

F

18,525 . !3 .8B1 .

896 036 . STMT 15 t 1,698,525 Add amounts on lines (1) through (4) ,

3 , 657 , 997 . e Line a minus line b d Amounts included on line 17,

Form 990 but not on line a: (1) Investment expenses

not included on line 6b, Form 990 f

(2) Other (specity)

c Line a minus line b , , d Amounts included on line 12,

Form 990 but not on line a" (1) Investment expenses

not included on line 6b, Form 990

(2) Other (specify)

STMT 14 111 1,039,958 t Add amounts on lines (1) and (2) , " d 1 , 049 . 958 Add amounts on lines (7) and (2) , , " d

e Total revenue per line 12, Form 990 a Total expenses per line 77, Form 990 line c plus line d . . " e 4 707 955 . line c Ius line d " 10. 1 a 1 663 ---List

of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated, see gaga 26 of

75 Did any officer, director, trustee, or key employee receive aggregate compensation of more than $100,000 from your organization and all related organizations, of which more than $10,000 was provided by the related organizations? " D Yes ~ No If "Yea," attach schedule - see page 26 of the instructions

(4002) Forth

JSA 7E7040 7 000

60BOL8 8443 11/12/2003 15 08 26 V02-8 1 110546 6

a Total revenue, gains, and other support per audited financial statements t

b Amounts included on line a but net on line 12, Form 990

(1) Net unrealized pains

on investments 11; (Z) Donated services

and use of facilities (3) Recoveries of prior

year grants , t (4) Other (specify)

STMT 13 f 896 .036 Add amounts on lines (t) through (4) "L

a Total expenses and losses per audited financial statements

b Amounts included on line a but not an line 17, Farm 990

(1) Donated services and use of facilities S

(Y) Prior year adjustments reported on line 20, Form 990 , , , , f

(3) Losses reported on line zo, Form sso $

(d) Other (specify)

Jlu 7E1047 1 000

7 60BOL8 A443 11/12/2003 15 08 26 V02-8 1 110546

78 Did the organization engage In any activity not previously reported to the IRS? II "Yes," attach a detailed description of each activity 76 X 77 Were any changes made In the organizing or governing documents but not reported to the IRS? , , , , , , , , , , , , . 7T X

II "Yes," attach a conformed ropy of we changes 78a Did the organization have unrelated business gross Income of $1,000 or more during the year covered by this return? , , 7Ba X ,

b If "Yes,' hay it filed a tax return on Form 990-T (or this year? , , , , , , , , , , , , , , , , , , , , , 78b X 79 Was there a liquidation, dissolution, termination, or substantial contraction during the yeah If "Yes;' attach a statement , 79 7( 80a Is the organization related (other than by association with a statewide or nationwide organization) through common

membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt orpan¢atlon9 , , , , , , . . . , , BOa X b If "Yes," enter the name of the orpan¢ation, THE BATON ROUGE AREA FOUNDATION

and check whether k is u exempt or nonexempt 81a Enter direct or Indirect political expenditures See line 81 Instructions , , , , , , , , , , , , , , , , 81 a NO

b Did the organization file Form 7120-POL for this year? , , , , , , , , , , , , , , , , . . . . , , , , , 81 to X 02a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge

or at substantially less than fair rental value? , , , , , , , , , , , , , , , , , , , , , , , , . . . . . , , , , Bta X b II "Yea; you may Indicate the value of these items here Do not Include this amount as revenue In Part I or as an expense in Part II (See instructions in Part III ) , , , , , , , , , , , , , , 82b

Ban Did the organization comply with the public inspection requirements for returns and exemption applications? , , , 83a X b Did the organization comply with the disclosure requirements relating to quid pro quo contributions? , , , , , , , , , , , Bib N

04a Did the organization solicit any contributions or gifts that were not tax deductible? , , , , , , , , 84a N b II 'Yes,* did the organization Include with every solicitation an express statement that such contributions , �.

or gifts were not tax deductible? , . , , . . . ----

. , , , , . . . . , . , , , , , . . . 84b ^N "V ' 86 501(c)(4), (5), a (6) orpan¢ehons a Were substantially all dues nondeductible by members? . , . . . . . . . . . . , , , , , 86s N

b Did the organization make only In-house lobbying expenditures of E2,000 or less? 86b N II "Yes" was answered to either 85a or &5b, do not complete BSc through BSh below unless the organization received a waiver for proxy tax owed for the prior year ,

c Dues, assessments, and similar amounts from member . , , , . . . . . . , , , 86c N/A d Section 162(e) lobbying and political expenditures , ,

du , , , , , , , , , , , . 85d N A

e Aggregate nondeductible amount of section 6033(e)(1)(A) es notlces , , , , , , , , , , 85a N A f Taxable amount of lobbying and political expenditures (line 85d less BSe) . . B5f N/A g Does the organization sleet to pay the section 6033(e) tax on we amount on line &5f7 . . . . , , 86 N h If section 6033(e)(1)(A) dues notices were sent, does the organization spree to add we amount on line 85f to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for we following tax year? , ,

. " , , , , 86h N

86 501(c)(I) wigs Enter a Initiation fees and capital contributions Included on line 12 . . . . , . 86a N/A b Gross receipts, Included on line 12, for public use of club facilities , . , . . . . . , , 86b N/A

87 50 1(c)(12) ags Enter a Gross income from members or shareholders . , . . , . , , , , , . . , 87a N/A b Gross income from other sources (Do not net amounts due or paid to other ' sources against amounts due or received from them ) . , , . . . , , , . . . , , 87b N/A

88 At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership, or an entity disregarded as separate from the organizahon under Regulations sections 301 7701-2 and 301 7701-3? II "Yes ;' Complete Part IX 88

89a 501(c)/3) orpanhabons Enter Amount of tax imposed on the organization during the year under section 4911 " NONE , section 4912 " NONE , section 4955 Ill NONE

b 501(c)(3) and 501(c)(4) orgs Did the organization engage in any section 4958 excess benefit transaction

during the year or did it become aware of an excess benefit transaction from a prior year? If Yes; attach a statement explaining each transaction . . . . . . , , . . . . 89b X

c Enter Amount of tax Imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 . . . . , , , , Ill NONE

d Enter Amount of tax on line 89c, above, reimbursed by the organization 10 N 90a List the states with which a copy of this return is filed NONE

b Number of employees employed in the pay period that includes March 12, 2002 (See instructions) . . . , 190b NONE 91 7hebooksareincareof ll~ THE WILHUR MARVIN FOUNDATION Telephone no " 225-924-7206

Locatedatj~ 5630 BANKER'S AVE . BATON ROUGE, LA ZIP " 4 1 70808 92 Section 49471eJ(i) nonexempt charitable trusts filing Form 990 in lieu of Form 1041 " Check here , , 1 u

and enter the amount of tax-exempt interest received or accrued dunna the tax year " ~ 92 ~ N/A

Fog 990 (2002)

Note Enter gross amounts unless otherwise Unrelated business Inc Indicated (p)

Buvnew Amount 93 Program service revenue code a

b

c

d

a

f Medicare/Medicaid payments , , , , p Fees and contracts from paemment agencies ,

91 Membership dues and assessments . .

8 6 Inbntt en uvYqa Ana Umponry wN Imuvnmb 98 Dividends and Interest from securities

BT Net rental income or (loss) from real estate a debt-financed property . . . . b not debt-financed property . . . . .

98 Nit rental meom. or (laqhom qmmi property ,

99 Other investment income . . . . , , .

"

900000 72(

100 Gain or(Im)from nind ~nanamerthmbMnmiy 101 Net Income or (loss) from special events . 102 Gross profit or (ion) from solo d inventory , 703 Other revenue a

b

c

d

a

104 Subtotal (add columns (B), (D), and (E)) . . 72E

106 Total (add line 104, columns (8), (D), and (E)) . . . . Note Line fOS plus line 1d, Part l, should equal the amount on line 12, Part I

(E) Related or

exempt function

""""""" . . " 3,851,132 .

Line No I Explain how each activity log which income is reported in column (E) of Part VII contributed importantly to we accomplishment of the oraamzatlon's eYemot ourooses /other than 6v oreNdme fund. for wash nurmansl

(C) I (D) Nature of activities Total income Name

KjErLLS Information Regarding Transfers Associated wAh Personal Benefit Contracts Sae page 33 of the instructions (a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefd contract? Yes X No (b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? Yes X No

Paid Preparer's Use Only

2E1050 1 000

60BOLB A443 11/12/2003 15 .39 33 V02-8

D Amount

Please Sign Here

SCHEDULE A (Form 990 or B90-EZ)

Department of the Treasury Internal Revenue Service Name of the organization

Organization Exempt Under Section 501(c)(3) (Except Private Foundation) and Section 601(e), 6010, 607(k),

601(n), or Section 4947(a)(1) Nonexempt Charitable Trust Supplementary Information -See separate instructions .)

MUST be completed by the above organizations end attached to their Forth 990 or S

and other

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

Total number of others receiving over $50,000 for professional services " I NONE For Paperwork Reduction Act Notice, see the Instructions for Forth 990 and Form 99PFZ Schedule A (Form 990 or 890.Q) 700] JSA 2E7]10 f 000

60HOL8 R443 11/12/2003 15 08 26 V02-8 1 110546 9

Compensation of the Five Highest Paid Employees Other Than Officers, Direc (See page 1 of the instructions List each one If there are none, enter 'None'

(e) Name end address of each employee paid more (b) Title end aw2pe (d) contributions to

then $50,000 hours perweek (c) Compensation employee benefit plans

Anvnl~d In -.1- .. --------

NONE

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

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

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

OMB No 1545-0047

20 02

and Trustees

Total number of other employees paid over $50,000 NONE I ' MZF Compensation of the Five Highest Paid Independent Contractors for Professional Services

(See page 2 of the Instructions List each one (whether Individuals or firms) If there are none, enter "None '~

(a) Name and address of each independent contractor paid more than E50 000 (b) Type of service I (c) Compensation

I(PMG LLP

BEAN tdZLLER HAWTHORNS D~nlmiotm MccowlN s JRRH

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

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

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

% 11, 58-2019715

The or anization is not a private foundation because d Is (Please check only ONE applicable box ) 6 A church, convention of churches, or association of churches Section 170(6)(1)(A)() 6 A school Section 170(b)(1)(A)(n) (Also complete Part V ) 7 A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(u) 8 u A Federal, state, or loyal government or governmental unit Section 170(b)(1)(A)(v) 9 Lj A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(np Enter the hospilafa name, city,

and state 70 ~

jii An organization operated for the benefit of a collage or university owned or operated by a governmental unit Section 170(b)(1)(A)(H) (Alpo complete the Support Schedule m Part IV-A )

11 a O An organization that normally receives a substantial part of its support from a governmental unit or from the general public Section 170(b)(1)(A)(vi) (Also complete the Support Schedule In Part IV-A )

77 b e A community trust Section 170(b)(1)(A)(vl) (Also complete the Support Schedule in Part IV-A ) 12 An organization that normally receives (1) more than 17 t/3% of Its support from contributions, membership fees, and gross

receipts from activities related to its charitable, etc , functions -subject to certain exceptions, and (Z) no more than 33 1/S% of its support from grass investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975 See section 509(a)(2) (Also complete the Support Schedule In Part IV-A )

13 X An organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations described in (7) lines 5 through 12 above, or (Z) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2) (See

(b) Line number from above

(a) Name(s) of supported organization(s)

14 I I An organization organized and operated to test for public safety Section 509(a)(4) (See pass 5 of the instructions ) JSA 2E1220 7 000 Schedule A (Form 990 or 990.4EZ) 2002

60HOL8 K443 11/12/2003 15 08 26 V02-8 1 110546 10

Schedule A (Form 995 a 890-EZ) 7002 pyre 'j RIM Statements About Activities See page 2 of the instructions vex No 7 During the year, has the organization attempted to influence national, state, or local legislation, Including any

attempt to Influence public opinion on a legislative matter or referendum? If 'Yes," enter the total expenses paid or incurred In connection with the lobbying activities " S (Must equal amounts on line 38, Part VI-A, or line I a Part VI "B ) 7 7[ Organizations that made an election under section 501(h) by filing Form 5768 must complete Part V4A Other organizations checking "Yes," must complete Part VFB AND attach a statement giving a detailed description of the lobbying activities

2 During the year, has the organization, either directly or Indirectly, engaged in any of the following acts with any substantial contributors, trustees, directors, officers, creator, key employees, or members of their families, or with any taxable organization with which any such person Is affiliated as an officer, directs, trustee, maJority owner, or principal beneficiary? (if the answer to any QuesCon u 'Yes' attach a detailed statement explaining the transactions

a Sale, exchange, or leasing of property) , , , , , , , , , , , , , , , , , , , , , , , , , , pa X STMT 18

b Lending of money or other extension of credit? , , , , , , , , , , , , , , , , , , , , , , , , , , 26 X STlST 19

c Furnishing of goods, services, or facilities? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 7c X STMT 20

d Payment of compensation (or payment or reimbursement of expenses It more wan f1,000)? . , , , , , , , , , , , , , , , 2d X

e Transfer of any part of ft income or assets? , , , , , , , , , . . , , , , , , , , , , , , , 2e X

7 Does the organization make grants for scholarships, fellowships, student loans, etc 7 (See Note below ) , , , , , , , 3 X 4 Do you have a section 403(b) annuity plan for your employees? . . . . . . . . . . . . . . . . . , , , , , , , , 4 X Note Attach a statement to explain how we organization determmu that individuals or organzabonts receiving grants or loans from R m furtherance of its chentable rams ' ual to racers payments

EYM Reason for Non-Private Foundation Status (See pages 3 through 5 of the Instructions )

schwdu~e n Form 990 or 990-EZ 2002 58-2019715 [Su

Page 3 pport Schedule (Complete only d you checked a box on line 10, 11, or 12 ) Use cash method Of acOtWptlill)pLICAHLE

Note . You ma use the worksheet in the instructions for converting Irom the accrual to the cash method of accounting Calendar ear (or fiscal year beginning in) . a 2001 b 2000 c 1999 d 1998 a Total 15 Gifts, prance, and contributions received (Do

not Include unusual grants See line 28

16 Membership fees received . .

77 Grow receipts from admissions, merchandise "

sold or services performed, or furnishing of

facilities in any activity that Is related to the or anlzatioriecharltable ate purpose

18 Gross income from interest, dividends, . amounts reserved from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less;

section 511 taxes) from businesses acquired

b the organization after June 30 1975 79 Net income from unrelated business . .

activities not included in line 18

ZO Tax revenues levied for the organization's " .

benefit and either paid to it or expended on

it behalf . . . . . . . . . . . . . . .

77 The value of services or facilities furnished to the organization by a governmental unit

without charge Do not Include the value of

services or facilities generally furnished to the public without charge

" 27 Other income Attach a schedule Do not

include gain or (lax) from sale of capital assets

23 Total of lines 15 through 22

24 Line 23 minus line 17 . . . . . . .

26 Enter 1°.4 of line 23 . . . . . . . . . . . .

28 Organizations described on hose 10 or 11 a Enter 2% of amount in column (e), line 24 2JQT. Ap$I#3~C"j,$ , , b Prepare a list for your records to show the name of and amount contributed by each person (other than a governmental unit or publicly supported organization) whose total gifts la 1998 through 2001 exceeded the amount shown in line 26a Do not file thin list with your return Enter the total of all these excess amounts

c Total support for section 509(a)(1) test Enter line 24, column (e) d Add Amounts from column (e) for lines 18 19

22 26b e Public support (line 26c minus line 26d total) , , , , , , , , , , , , , , , , " " " " " , , , , , , ,

27 Organizations described on line 12 a For amounts Included In lines 15, 16, and 17 that were received horn a "disqualified person," prepare a list for your records to show the name of, and total amounts received in each year from, each "disqualified person" Do not file this list with your return Enter the sum o! such amounts for each year

(2001) ________-_______ (2000) --_________________ (1999) _--NOT APPL_I_C_ASL_E__ (1998) _____--_______ b Fix any amount Included in line 17 that was received from each person (other than "disqualified persons", prepare a list for your records to

show the name o(, and amount received for each year, that was more than the larger of (7) the amount on line 25 for the year or (Z) $5,000 (Include In the list organizations described in lines 5 through 11, as well as individuals ) Do not file this list with your return After computing the difference between the amount received and the larger amount described in (1) or (Z), enter the sum of these differences (the excess amounts) (or each year (2001) ________________(2000) ___________________ (1999) ___________________(1998)_______________

c Add Amounts from column (e) for lines 15 16 17 20 21

d Add Line 27a total and line 27b total , 1 e Public support (line 27c total minus line 27d total) . . 1 Total support for section 509(a)(2) test Enter amount from line 23, column (e) . . 0. 1 271 g Public support percentage (line 27e (numerator) divided by line 27f (denominator)) 1

60HOL8 A443 11/12/2003 15 08 26 V02-8 1 110546 11

28 Unusual Grants For an organization described in line 10, 11, or 12 that received any unusual grants during 1998 through 2001, prepare a list tar your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the nature of the grant Do not file this list with your return Do not include these grants in line 15

Schedule A (Form 990 or 99U-E2) 2002 2E1221 1 ODO

58-2019715

If you answered "No" to any of we above, please explain (If you need more space, attach a separate statement --------------------------------------------------------------------------------------------------------------------------------------------------------

37 Does the organization discriminate by race in any way with rasped to

a Students' rights or privileges?

b Admissions policies?

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance

e Educational polices?

f Use of faali4es7

JS Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 OS of Rev Proc 75-50. 1975-2 C B 587, covering racial nondiscrimination If "No:" attach an exptana4on 75

JSA hadul~ A (F 7E 1270 1 000 Sc ORl1 990 Or 990.FZ) 2002

12 60BOL8 K443 11/12/2003 15 08-26 V02-8 1 110546

i

Schedule A (Form 980 or B90.EZ) 2002 NOT APPLICABLE Page 4

MMF Private School Questionnaire (Seepage 7 of the Instructions ) (To be completed ONLY by schools that checked the box on line 6 in Part IVY

29 Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws, Yes No other governing instrument, or in a resolution of its governing body? , 28

70 Does the organization include a statement of its racially nondiscriminatory policy toward students in all ft brochures, catalogues, and other written communications with the public dealing with student admissions, programs, and scholarships? , . , . . 30

71 Has the organization publiazad its racially nondiscnmmatory policy through newspaper or broadcast media during the period of solicitation for students, or during the registration period d it has no solicitation program, in a way that makes the policy known to all parts of the general community R serves? , , 31 If "Yes," please describe, if "No," please explain (If you need more space, attach a separate statement) --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

J2 Does the organization maintain the following a Records indicating the racial composition of the student body, faculty, and administrative staff? 72a b Records documenting that scholarships and other financial assistance era awarded on a raaaly~nondiscnminatory

basis? 32b c Copies of all catalogues, brochures,~announcements, and other wntten communications to the public dealing

with student admissions, programs, and scholarships? 72c d Copies of all material used by the organization or on its behalf to solicit contributions? . . . , , . . . . . , . 72d

g Athletic programs?

h Other extracurricular activities?

If you answered "Yes" to any of the above, please explain (If you need more space, attach a separate statement )

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

J4a Does the organization receive any financial aid or assistance from a governmental agency?

b Has the organizations right to such aid ever been revoked or suspended If you answered "Yes" to either 34a or b, please explain using an attached statement

Check t a H d the organiza4on belongs to an affiliated group Check " b d you checked "a" and "limited control" provisions apply

Limits on Lobbying Expenditures

(The term "expanddures' means amounts paid or incurred )

78 Total lobbying expenditures to influence public opinion (grassroots lobbying) ,

37 Total lobbying expenditures to influence a legislative body (direct lobbying) , ,

38 Total lobbying expenditures (add lines 36 and 37) , , , , , , 39 Other exempt purpose expenditures , , , , , , , , , , , , , , , , , , , , 40 Total exempt purpose expenditures (add lines 38 and 39) , , 41 Lobbying nontaxable amount Enter the amount from the following table -

11 the amount on line 40 Is - The lobbying nontaxable amount Is -

Not over $500,000 , , , , , , , , , ZO% of lie amount on line 40 , , , , , , , ,

Over $500,000 but not war $1,000,000 , , $700 000 plus 15% of the excess over 5500 000

Over 21 000 000 but not over $7,500,000 , , $175,000 glue 70% of tie excess over $1 000,000

Over $t 500 000 but not over $17,000,000 , , $275,000 glue 5% of the excess ow $1 500 000

Over 517,00,000 , , 57 000,000 , , , , , , , , , , , , 42 Grassroots nontaxable amount (enter 25°.5 of line 41) . . . . . .

~ . . . , ,

43 Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36

44 Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38

To be completed for ALL electing organizations

Lobbying Expenditures During 4-Year Averaging Period

(n) I lcl I (d) 007 2000 199

(e)

Grassroots lobbying

60HOL8 A443 11/12/2003 15 08 :26 V02-8 1 110546 13

Lobbying Expenditures by Electing Public Charities (See page 9 i lTo'he completed ONLY 6v an eligible oraarnza4on that filed Form

instructions

area group totals

on' If there is en amount on either line 43 or line 44 you must file Form 4720 1 1 I 4-Year Averaging Period Under Section 501(h)

(Some organizations that made a section 501(h) election do not have to complete all of the five columns below

Sae the instructions for hoes 45 through 50 on page 11 of the instructions )

Calendar year (or fiscal (a) year lo ginning Irl Is- 200

Lobbying nontaxable amount Lobbying ceiling amount

Grassroots nontaxable ~m~~~ . . . .

Grassroots ceiling amourd

Lobbying Activity by Nonelectmg Public Charities NOT APPLICABLE For re porting only b organizations that did not complete Part VI-A) See page 17 0( the instructions

During the year, did the organization attempt to Influence national, grate or loyal legislation, including any Yes No Amount attempt to Influence public opinion on a legislative matter or referendum, through the use of

a Volunteers b Paid staff or management (Include compensation in expenses

,reported on lines e through h ) , X

e Media advertisements d Mailings to members, legislators, or the puhltc X

e Publications, or published or broadcast statements i Grants to other organizations for lobbying purposes g Direct contact with legislators, their staffs, government officials, or a legislative body X

h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means X

I Total lobbying expenditures (Add lines c through h ) If "Yes" to any of the above also attach a statement giving a detailed description of the lobbying ac6wLes

Mm Schedule A (Form 990 of 990-Q) 2002 7E7740 1 000

'Schedule A Form 990 or 99dEZ 2002 58-2019715 page 8 JIM, Information Regarding Transfers To and Transactions and Relationships With Noncharrtable

Exempt Organizations (See page 72 of the Instructions ) 51 Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section

501(c) of the Coda (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a noncharitabla exempt organization of Yes No

(I) Cash � � � 51 a(1) X (II) Other assets ,

b Other transactions (I) Sales or exchanges of assets with a noncharitable exempt organization

(II) Purchases of assets from a noncharRabla exempt organization . . . , , , , , , , , , . , , (III) Rental of facilities, equipment, or other assets , , . , , , , , , , , , , , , , . , , , , , , , , , , , (Iv) Reimbursement arrangements , , , , , , , , , . , , , , , , , , , , , , , , , , , , , (v) Loans or loan guarantees . , , , , , , , . , , , , , , , , , , , , (v1) Performance of services or membership or fundraising solicitations , , , , , , , , , , , , , , , , ,

c Sharing of facilities, equipment, mailing lists, other asset, or paid employees . . . , , , , , , , , , d II the answer to any of the above Is "Yes; complete the following schedule Column (b) should allays show the felt market value of the

goods, other assets, or services given by the reporting organization If the organization received lees than felt market value In any

52a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or in section 5277 , , , , , , , , , " 1:1 Yes a No

60BOL8 K443 11/12/2003 15 08 26 V02-8 1 110546 14

h

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 31

SHE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART IV-A. - OTHER REVENUE ON RETURN BUT NOT ON BOOKS

DESCRIPTION AMOUNT ----------- ------

INCOME FROM PUERTO RICO 455,036 . UNREALIZED LOSS ON INVESTMENTS 443,529 . SUB-PART F INCOME - COMMUNITY ENTEKPMSEs e,546 .

--------------- TOTAL

STATEMENT 14

TOTAL

STATEMENT 3

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 20

SHE WILBUR MARVIN FOUNDATION

FORM 990, PART I - DIVIDENDS AND INTEREST FROM SECURITIES

DESCRIPTION

DIVIDEND INCOME

58-2019715

AMOUNT

8,546 .

8,546 .

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 22

THE WZLBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART I - OTHER DECREASES IN FUND BALANCES

DESCRIPTION AMOUNT

UNREALIZED APPRECIATION OF INVESTMENTS 443,529 . ADJUSTMENT FOR PUERTO RICAN ENTITIES 993,238 . SUB-PART F INCOME - COMMUNITY rnrffKPRISFS 8,546 . PRIOR YEAR AUDIT ADJUSTMENTS FOR CHANGE 6,000,000 .

IN RECEIVABLE PARTNERSHIP BOOK INCOME IN EXCESS OF 142,847 .

AMOUNT RECORDED ON K-1'S ------------

TOTAL 7,588,160

STATEMENT 5

9>SOSS i B-ZOA 9Z BO ST EOOZ/ZT/ii EC6A B'[0909 £Z

cayd 6NOISIIHINSt1M TYSQS

clta saNr10 --------------------------

sMaar CW 3eei LNs:M)art urnaw ,waiax3ax ao srllyls Noixywa3

navgen3aetoD rn,crmsens oa axxsxoisYzax

HOISYeif103 tIIATMi N(19'IIM ALT. SSL6SOL-BS

r

000'005'S

ooo'oos'i

9 SNAi3.LYd6

urSMnmHdu u,xeuusW

eroxznexvseioo 110 Wife 30 290dam

uiunu oilRna NM eunHnw bnMun pct JO NoiaraxmMo aaauoaans

MOL n '3 :1(1011 NOS`t8

133U6 HIUON 'COP

Noxaywno3 ram amob Nome

UY3x ALL 'JlIIUf1U arYd 6NOISYJ01'lY CNY 6SNVU:1 - II Suva 1 066 m03

58-2019715

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 24 STATEMENT 7

THE WILBUR MARVIN FOUNDATION

FORM 990, PART II - OTHER EXPENSES

DESCRIPTION

SANK CHARGES COMPUTER EXPENSE INSURANCE

TOTALS

MANAGEMENT AND GENERAL

7,846 . 7,941 . 3,978 .

19,765 .

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 25

THE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART III - ORGANIZATION'S PRIMARY EXEMPT PURPOSE

FUNDING TAX EXEMPT ORGANIZATIONS WHICH ARE OPERATED TO SUPPORT SUCH ACTIVITIES AS CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES THAT WILL MOST EFFECTIVELY ASSIST, ENCOURAGE, AND PROMOTE THE WELL-BEING OF MAN-KIND .

STATEMENT 8

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 26

SHE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART IV - OTHER NOTES AND LOANS RECEIVABLE

BORROWER : LIVINGSTON CPDC

BEGINNING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277,496 . ENDING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277,496 .

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

BORROWER : CPMC

BEGINNING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NONE ENDING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16,426 . ---------------

BORROWER : CPDC PR

BEGINNING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10,000 . ENDING BALANCE DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NONE

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

TOTAL BEGINNING OTHER NOTES AND LOANS RECEIVABLE 287,496 .

TOTAL ENDING OTHER NOTES AND LOANS RECEIVABLES 293,922 .

STATEMENT 9

S

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 27

THE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART IV - INVESTMENTS - OTHER

BEGINNING ENDING DESCRIPTION BOOK VALUE BOOK VALUE ----------- ---------- ----------

INVESTMENT IN LLC'S 160,406 . 132,114 . INVESTMENT IN CPDC LP 15,351,975 . 13,684,195 . INVESTMENT IN BAYAMON 4,858,300 . 5,240,929 . INVESTMENT IN CAGUAS -351,945 . -263,834 . INVESTMENT IN COMMUNITY 1,325,426 . 922,488 . INVESTMENT IN LEVITTOWN 3,839,112 . 2,901,564 . INVESTMENT IN PUNTA GORDA 744 . -3,835 . INVESTMENT IN ST . CLOUD NONE 553,252 . INVESTMENT IN PLANTATION POINT NONE 1,125,472 .

--------------- --------------- TOTALS 25,184,018 . 24,292,345 .

STATEMENT 10

THE WILBUR MARVIN FOUNDATION

25,462 . TOTALS

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 28

FORM 990, PP.RT IV - OTHER ASSETS

DESCRIPTION

STOCK DEFERRED INTEREST EXPENSE OTHER

BEGINNING BOOK VALUE

1,000 . 18,349 . 6,113 .

58-2019715

ENDING BOOK VALUE

1,000 . 14,712 . 1,864 .

---------------17,576 .

STATEMENT 11

THE WILBUR MFIRVIN FOUNDATION

ENDING BOOK VALUE

BEGINNING BOOK VALUE

TOTALS

STATEMENT 12

60SOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 29

FORM 990, PART IV - OTHER LIABILITIES

DESCRIPTION

RENTAL SECURITY DEPOSITS MINORITY INTEREST UNEARNED REVENUE

58-2019715

18,656 . 16,966 . 9,811 . 11,043 .

35,221 . 79,642 . ------- --------------- 63,688 . 107,651 .

58-2019715 THE WILBUR MAF2VIN FOUNDATION

FORM 990, PART IV-A - OTHER REVENUE ON BOOKS BUT NOT ON RETURN

RENT EXPENSE RECLASSIFIED AMOUNTS

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 30

DESCRIPTION

TOTAL

AMOUNT

642,443 . 253,593 .

896,036 .

STATEMENT 13

THE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART IV-B - OTHER EXPENSES ON BOOKS BUT NOT ON RETURN

RENT EXPENSE EXPENSES FROM CPDC OF PR RECLASSIFIED AMOUNTS

60SOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 32

DESCRIPTION

TOTAL

AMOUNT

642,443 . 802,489 . 253,593 .

1,698,525 .

STATEMENT 15

THE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART V - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

CONTRIBUTIONS EXPENSE ACCT TO EMPLOYEE AND OTHER

BENEFIT PLANS ALLOWANCES ------------- ----------

NONE NONE

TITLE AND TIME DEVOTED TO POSITION COMPENSATION ------------------- ------------

DIRECTOR NO AS NEEDED

NAME AND ADDRESS ----------------

DUDLEY W. COATES 5630 BANKER'S AVENUE BATON ROUGE, LA 70808

JOHN G. DAMES 301 MAIN STREET BATON ROUGE, LA 70801

BEN R . MILLER, JR . 2200 ONE AMERICAN PLACE BATON ROUGE, LA 70821

KEVIN P . REILLY, JR . 5630 BANKER'S AVENUE BATON ROUGE, LA 70808

CHRISTEL C . SLAUGHTER, PHD 5630 BANKER'S AVENUE BATON ROUGE, LA 70808

-------------- -------------- -------------- GRAND TOTALS NONE NONE NONE

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 33 STATEMENT 16

DIRECTOR NONE NONE NONE AS NEEDED

DIRECTOR NONE NONE NONE AS NEEDED

DIRECTOR NONE NONE NONE AS NEEDED

DIRECTOR NONE NONE NONE AS NEEDED

PERCENTAGE NATURE OF NAME AND ADDRESS OWNERSHIP BUSINESS TOTAL ENDING EMPLOYER IDENTIFICATION NUMBER INTEREST ACTIVITIES INCOME ASSETS ------------------------------ -------- ---------- ------ ------

CPDC LIMITED PARTNERSHIP 90 .168382 RENTAL 2,665,218 . 5,664,480 . 5630 BANKER'S AVENUE BATON ROUGE, LA 70808 72-1312690 PONCHATOCTI.A, LA . GATEWAY, CPDC 99 .000000 RENTAL 129,438 . 1,105,473 . 5630 BANKER'S AVENUE BATON ROUGE, LA 70808 72-1282422 ST . CLOUD CPDC, LLC 100 .000000 REAL ESTATE NONE 550,300 . 5630 BANKER'S AVENUE BATON ROUGE, LA 70808 72-1555151 PLANTATION POINT 100 .000000 REAL ESTATE NONE 1,125,472 . 5630 BANKER'S AVENUE BATON ROUGE, LA 70808 NOT AVAIL

------------ ------------ TOTAL INCOME 2,794,656 . 8,445,725_

60BOL8 K443 11/12/2003 15 :39 :33 V02-8 .1 110546 34 STATEMENT 17

THE WILBUR MARVIN FOUNDATION 58-2019715

FORM 990, PART IX - INFORMATION REGARDING TAXABLE SUBSIDIARIES

xF1E WILBUR MARVIN FOUNDATION 58-2019715

SCHEDULE A, PART III - EXPLANATION FOR LINE 2B

THE WILBUR MARVIN FOUNDATION HAS LOANED MONEY TO TWO ENTITIES IN WHICH THE WILBUR MARVIN FOUNDATION OWNS A MAJORITY INTEREST . THE STATED INTEREST RATE ON THE LOANS IS A FAIR MARKET VALUE RATE . THE SUCCESSION OF WILBUR MARVZN, A DEEMED SUBSTANTIAL CONTRIBUTOR OF THE WILBUR MARVIN FOUNDATION, OWNS A MINORITY INTEREST IN THE RECIPIENTS OF THESE LOANS .

STATEMENT 18

60BOL8 K443 11/13/2003 08 :52 :04 V02-8 .1 110546 35

58-2019715

SCHEDULE A, PART III - EXPLANATION FOR LINE 2C

60BOL8 K443 11/13/2003 08 :52 :04 V02-8 .1 110546 36

THE WILBUR MAI2VIN FOUNDATION

THE WILBUR MAF2VIN FOUNDATION CONTRACTS WITH COMMERCIAL PROPERTIES MANAGEMENT CORP TO PROVIDE PROPERTY MANAGEMENT SERVICES FOR SEVERAL PROPERTIES WHICH THE FOUNDATION OWNS OR CONTROLS . THE COMPENSATION PAID TO COMMERCIAL PROPERTIES MANAGMENT CORD ZS COMMENSURATE WITH THE MARKET RATE FOR SUCH SERVICES . COMMERCIAL PROPERTIES MANAGEMENT CORD IS A TAXABLE CORPORATION WITH WHICH AN OFFICER AND A CREATOR OF THE WILBUR MARVIN FOUNDATION ARE AFFILIATED .

A MEMBER OF THE BOARD OF DIRECTORS IS A PARTNER FOR THE LAW FIRM THAT PROVIDES LEGAL SERVICES TO THE FOUNDATION . ALL LEGAL SERVICES ARE

AT FAIR MARKET VALUE .

STATEMENT 19

58-2019715

SCHEDULE A, PART III - EXPLANATION FOR LINE 2D

60BOL8 K443 11/12/2003 15 :08 :26 V02-8 .1 110546 37

THE WILBUR MARV2N FOUNDATION

THE WILBUR MARVIN FOUNDATION HAS REIMBURSED DIRECTORS AND OFFICERS FOR ACTUAL EXPENSES INCURRED FOR TRAVEL TO ATTEND BOARD MEETINGS, AND HAS DIRECTLY PAID ACTUAL TRAVEL EXPENSES ON BEHALF OF OFFICERS AND DIRECTORS .

STATEMENT 20

1 . 1

Information Return of U.S. Persons With OMB No ,5,",o, Farm 5471 (Rev Jenuar/200]) Respect to Certain Forein Corporations Fil. In Duplleafa

110, See separate Instrue om. pes wn~n and Whom Department d the Treasury Information furnished for the foreign corporation's annual accounting period (tax year required by To File on peps t d

Internal Revenue Service ~o'tinn 0.Qa1 hww Inafn WIroN Mnlnnfnn and ondlnn the Ine4uclbn7)

Name of person filing this return A identifying number

Number, street, and loam a putts no (a P 0 box number d mal V not domed to street addrami)

5630 BANFER'9 AVENUE City of town, irate, and ZJP code Enter the total percentage of the foreign corporallori's voting stock

you Owned al the and al lb annual ecCwnWp peloibo A K

Fiteramysrhpbnft 01/01/2002 " 5114"h712131/2002

C Country under whose laws

s

a Name . address . and enter (u7 U S Income fax paid

(after all credits)

In the 01 Taxable Income a (lone)

b Number of shares ssued and outstanding (s) Description of earn loss of stock 01 Beginning of annual (7 End of annual

accounting period accounting period

CObMON STOCK 150 150

Part II - Additional Information for Preferred Stock (To be completed only by Category 1 filers far foreign personal holding companies )

(a) Description of earn class of Preferred stock (d) Indicate whether the

(Hole This descnptlon should metrh fhe carespondmg (b) Par value In (c) Rate of dividend stock Is cumulative or functional currency nontumuletloe

description entered in Pert l, cdumn (e) )

Form 6171 (Rev 1.2003)

JSA WOOD 2 000

in U I& Name and addressolfbmignoorpoisfion

CObPlONITY ENTERPRISES BOX 8459 L'EANANDEZ JUNCOS STATION

r rnncipai ousiness activity g Principal business code number

531120 ICOMMERCIAL RE stlon'e accounting period state C above a agent (H any) b If a U S Income tax return was

currency

c Name and address of foreign corporation's statutory a resident agent In d Name and address (including corporate department. 11 applicable) o country of Incorporation person (or persons) with custody of the books and records of the to

corporation, and the location of such books and recede, if different ORTIZ MURIAS 6 AODRIGUEZ COt41UNITY ENTERPRISES EDIFICSO COI.GATE PALMOLIVE, OFICINA 308 SOX 8459 FERNAtmEZ JUNCOS STATION METRO OFFICE PARK, GUAYNAHO, PR 00968-1705 3ANTURCE, PR 00910

For Paperwork Reduction Act Notice, see page 1] 01 the

Form

JSA

3X7881 2 000

(o) oeKnpuon m earn clan a smrx Moo by I numoer a (aJnumnar a~ I p) Pm nb eels (a) Name, address end Identifying eharehdds (NOb This dexrIpGOn should match fhs Ghana held at sham field at a subpart F beginning of end d annual

number of Ma`elMder cometpondlnpCSeulpCOn entered In Schedule A, Income (enter se annual accounting Pert 1. NNrmlel ) ~~ nununn nwwvi rwf a oerenlnel

THE WILHUR FD\RVIN &'DN 5630 BANKER'S AVENUE BATON ROUGE, LA 70808

important ry ort an information m runcuonai currency m accoroance wpm v~ ~fwr wso, report eacn amount m U T dollars translated from functional currency (using GAA P translatio translation ) However , dthe functional curren~t y i sth eUS dollar, complete only fh e SDollar Dollars; column See msfruchon instructions for special rules for DAST M c ooration s

Functional Currency U.S . Dollars t o Gross receipts or sodas . . . . . . . . . . . . . . . . . . . . . . . . 7 s D Returns end allowances , , . , , , , , , , , , , , , , , 7 D e Subtract line 1b from line to to

m Y Cost of goads sold . . . . . . . . . . . . . . . . . . . . . . . . Gross profit (subtract line 2 ho~ Ilne 1c) . . . . . . . . . . , . . , . . . , 1

4 Dividends 4 6 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 8 Gross rents, royalties, and license tees , , , , , , . . . . . . . . . . . . 8 208 , 8-5-4- 7 Nel pain or (loss) m sale M capital assets , , , , , , , , , , , , , 7 8 Other income (attach schedule) , , , , , , S~?, $TA,T~kIFt~]T, 74 - R54 9 Total Income add lines 3 throe A 8 B 283 , 814

70 Compensation not deducted elsewhere , , , , , , , , , , , , , , 10 7 7 Rents, royalties, and license fees, , , , . . , , , , , , , , , , " 17 12 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Z 13 Deprecation not deducted elsewhere , , , , , , , , , , , , 13 4, 634 74 Depletion �� . ��� � , ��� 11 16 Taxes (exclude provision for income, war profits, and excess profits ta xes) , 16 30 , 992 78 Other deductions (attach schedule - exclude provision for Income war profits .

and excess profits tams) , , , , , SEE .STATEMENT, 1 . .

12 239 , 556

77 ~ Total deductions (add lines 10 throuch 16) . . . . 17 275 , 182 18 Net Income or (loss) before extraordinary damn, prior period adjustments . and

m the provision for income, war profits, and excess profits tams (subtract line 17 from line 9) , . . . . . . . . . , 18 8 632

e 78 Extraordinary Items end prior period adjustments (see Instructions) " . . . 9 y 20 Provision for income, war profits, and uses profits tams (see instructions) 30 Z

Form, 5471 (Ray 1 .20(17)

U1 Name al county a U S paiaeabn W

Conversion (b)

In foreign i (a)

In US dollars

e ~ota~ Balance Sheet

Important Report all amounts in U S dollars prepared and translated in accordance with U S GAAP See page 5 0/ the instructions for an exception for DASTM corporations

(") (h) Beginning dannual Endafannual auntinp period

I

accounting period

Assets

Fam 5477 (Rev 1-s003)

JSA xx,eez 2 000

t Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Trade notes and accounts receivable , , , , , , , , , , , , , , , , , , , , , , , , , b Less allowance forbad debts � � � � � � � � � � � � � �

1 Inventories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Other cuff ent assets (attach schedule) , , , , , , , , , , , , , , , , , , , , 6 Loans to stockholders end other related persons , , , , , , , , , , , , , , , , , 8 Investment In subsidiaries (attach schedule) , , , , , , , , , , , , , , , , . , 7 Other Investments (attach schedule) , , , , , , , , , , , , , , , , , , , , , , , On Buildings and other depreciable assets , , , , , , , , , , , , , , , , , , , , . , , b less accumulated depreciation , , , , , , , , , , , , , , , , , , , , , , , ,

9a Depleteble assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Leas accumulated Depletion , , , , , , , , , , , , , , , , , , , , , , , , , ,

70 Land (net of any amortlraUon) , , , , , , , , , , , , , , , , , , , 77 Intangible assets

e Goodwill �� �� ���� , b Organization costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Patents, trademarks, and other intangible assets , , , , , , . . . , , , . d Less accumulated amortization for lines 71a, b, and c, . , , , , . , , , , , , ,

74 Other assets (attach schedule), , , , , , , , , , , , , . . , , , , . , , , , ,

Llabilltles and Stockholders' Equity

14 Accounts payable . . . . . . . . . . . . . . . . . . . . . . . . . . . .

16 Other current liabilities (attach schedule) , , , , , , , , , , , , , , , , , , , ,

18 Loans from stockholders and other related persons , , , , , , , , , , , , , ,

77 Other liabilities (attach schedule) , , , , , , , , , , , , , , , , , ,

18 Capital stock

a Preferred stock , , ,

. b Common stock . . . . . . . . . . . . . . . . . . . . . . . . . .

19 Paid-in or capital surplus (attach reconciliation)

20 Retained earnings , , ,

27 Less cost of treasury stack

7 Current year net Income or (loss) per foreign books of account , , , , , , , , , , , , , , , , , , , , ,

ire-~;i ":v~~y ,/y

M' If~', x V n~ [

ipd.

. . " r >,. .

. . 1!3S .

e Capital gains a losses . . . . . . . . . . ti

b Depreciation and amoNzstlon , , , , , . . , 1

e Depletion , , , , , . , , '

d Investment Of Incentive allowance , , , , , , r

s Charges to statutory reserves , , , , , , , ,

1 Inventory adjustments , , , , , , , , , , , e Tom . . . . . . . . . . . . . . . . . . . . h Other (attach schedule), , , , , . , , , , , ,

0 Total net additions , , ~ 7 ~-' 1 Total net subtractions , . , , , , , , , . . , , , , , . . . . . , , . . . . . 6 a Current earnings and profile (One 1 plus line 3 minus line 4) , , , , , , , , , , , , , , , , . , , , , b DAS7M gain or (loss) for foreign corporations that use pASTM (see Instructions) . , , , , , , . . . . , , e Combine lines Sa and 5b . . . , , , , . . , . , , , , . , , , . . . . . , . . . . . . . . . . . . . . d Cuff ant earnings and grouts in U S dollars (line 5e translated at the appropriate exchange rate as defined in

section 988(b) and the related regulations (see Instructions)) , . , , , . , , , , , , , , , . Enter exchange rate used for line 5d jt~

7 Dividends received (translated at spot rate on payment date under section B89(h)(1)) . , . , , . . . . . ,

8 on

JSA

zxieea 2 aoo

1 During the tax year, did the foreign corporation own et least a 10% Interest, directly or Indirectly, In any foreign partnership? . . . . . . . . . . . . . . . . . . . . . . . . If 'Yes,' see papa 5 of the instructions for required attachment

2 During the tax year, did tie foreign corporation own an Interest In any trust? . . . . . . . . . . . . . . . . . . . . . y During the sex year, did the foreign corporation own any foreign entitles that were disregarded as entitles separate

from their owners under Regulations sections 3017701-2 and 307 7701-37 , , , , , , , , , , , . . . , , , , , . . . , , , II "Yes," attach a statement listing the name, country under whose laws the entity wee organized, end EIN (H any) 01 each ant ~/ Current Earnings and Proflb (See page 5 of the instructions )

2 Net ad)ustmants made to line 1 to determine current earnings and profits according to U S I Net I Net financial and sex accounting standards (see Additions Subtractions Instructions)

1 Subpart F Income (line 40b, Worksheet A In the Instructions) , , , , , , , , , , , , , , , , , , , , , , ,

2 Earnings Invested In U S property (line 17, Worksheet B In the Instructions) , , , , , , , , , , , , , , , , , Previously excluded subpart F Income withdrawn from qualified Investments (line Bb, Worksheet C In the instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

t Previously excluded effort trade Income withdrawn from Investment In effort trade assets (line 7b, Worksheet D In the instructions) , , , , , , , , , , , , , , , , . . , , , , ,

6 Factoring Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Total of lines 7 through 5 Enter here and on your Income tai return See page 8 of Instructions . , , , ,

Yes No

" Was any income of the foreign corporation blocked? , , , , , , , B X " Did any such Income become unblocked during the tax year (see section 964(b))? , , , , , , , .

If tie answer to either question Is `Yes . * attach an explanation Forth 5471 (Rev 1"4007)

SCHEDULE) (Form 5471) (Rev January 2007) Department of the Treasury Internal Revenue service, Name of person filmy Form

CFA WILHUR MARVIN Name of foreign corporation

Accumulated Earnings and Profits (ESP) of Controlled Foreign Corporation " Attach to Form 5471 . See Instructions (or Form 5477 .

r

OMB No 1545-0700

(a) Post-1886 (h) Pre-1987 E8P (c) Previously Twad E8P (see 4ishuctims) (d) Total SacVOn

Im portant . Enter amounts m Undistributed E~ammqs Not Previously Tea (settlons B58(c)(7) and (2) balances) 964(a) E&P n Earnings Invested (v) Earnings Invested (combine columns functional currency (post-86 section (pre-B7 section

959(c)(3) balance) 859(c)(3) balenml N U S Property in ~Passhe (m) Subpart F Income

(a) . (b) . and (c))

1 Balance at beginning of year 917 , 176 917 , 176 t ~ C < . -

i n

2a Current ear E&P n ~ £ I ~ ' ,- ' ' ~' f ` , R 6142

b Current eardeficit mE&P

3 Total current and accumulated ,J~"74 bVr .y ~la

.,_.lcia J'f.r'y"

E8P not previously taxed (line 1 plus line 2a or line 1 minus line 2b )

4 Amounts included under section ,. 951(a) or reclassified under -- section 959(c) in current year ~ ,

Sa Actual distributions or reclassifications of previously taxed E&P

-.--

b Actual distributions of nonpreviously taxed E&P 4QQ flint)

6a Balance of previously tamed E&P at end of year (line 1 plus line 4, minus line 5a)

b Balance of ESP not previously taxed at end of year (line 3 minus line 4, minus line 5b)

7 Balance at end of year (Enter amount from line 6a or line 6b, whichever is applicable )

a .

z

For Paperwork Reduction Act Notice, see the Instructions for Forth 5471 .

JSA 2x+565 2 o00

Schedule J (Form 5677)

SCHEDULE M Transactions Between Controlled Foreign Corporation ' Form 6471 , (Rsv JenueiyYLWI I and Shareholders or Other Related Persons Dep~rtms

Re~.ant a

w~ Ns Traaw7 Attach to Form 6471 . See Instructions for Form 0171 . In1emY SeMri

OMB No 165-0704

None of person filing Farm $471 Identifying number

important: compete a set occurred during the annual must be stated in U S doll page 10 of the instructions Enter the relevant functions

accounting period between the foreign corporation end the persons listed m columns (6) ars translated from functional currency of the average exchange refs for the foreign coy

rate used throughout this schedule lo

(C) Any domestic (d) My other knipn I (a) 1 D% a More U S oorpontlon a corporation a shareholder of controlled

partnership conYOlled partnership cordrolled foreign corporation by U 5 perm Ring by U 3 pawn fling (other than the U S

Nls meum this return person filing this nftm)

and the (t)10% a more U S shareholder of any

corporation controlling the

foreign corporation

(e) Transactions I (b) U S parson

foreign corporation filing this return

For Paperwork Reduction Act Notice, see the JS1 2%I415" 2 000

Schedule M(FOrm6171) (Rev 1-1003)

Name of foreign corporation

7 Sales of clock In trade (inventory) . . . . . . . . . .

Z Sales of property rights (patents, trademarks. etc ) . . . . . . .

S Compensation received for technical, managerial, engineer-Inp, construction, a like services

" Commissions received , , , , , 6 Rents, royalllrs, and license fees

received . . . . . . . . . . 8 Dividends received (mrJUde deemed distributions under subpart F and distributions of previously taxed Income), , , ,

7 Interest received , , , , , , , 8 Premiums received for Insurance

or reinsurance , , , , , , , ,

10 Purchases M stack In trade (Inventory) , , , , ,

11 Purchases of tangible property other than stock In trade , ,

12 Purchases of property rights (patents, trademarks, etc ) , , ,

73 Compensation paid for teCmica managerial . engineering, con-struction, or like services , ,

14 Commissions paid . . , , , 15 Rents, royalties . and license

fees paid , , , ,

76 Dividends paid , , , , ,

17 Interest paid,

19 Amounts borrowed (enter the maximum loan balance during the year) - see Instructions

20 Amounts loaned (enter the maximum loan balance during

All amc fax year

Total Other Deductions 239,556

Statement 1

The Wilbur Marvm Foundation EIN 58-2019715 Community Enterprises Form 5471, Schedule C

Line 8 - Other Income.

Tenant Expense Reimbursements 71,130 Other Income 3,724

Total Other Income 74,854

Line 15 - Taxes

Real Property Taxes 29,460 Other Taxes, patents & licenses 1,532

Total Taxes 30,992

Line 16 - Other Deductions

Leasing Commissions 3,389 Insurance 15,563 Bank Charges 20 Common Area Maintenance 63,698 Leasing expense 9 Postage 8 delivery 24 Travel - Meals 8 Entertainment 103 Legal & other professional fees 52,763 Management Fees 12,461 Repairs & Maintenance 45,121 Supplies 27 Utilities 3,070 Fees & Licenses 264 Travel 1,429 Miscellaneous 1,215 Bad Debt Expense 40,400

The Wilbur Marvin Foundation EIN 58-2019715 Community Enterprises Form 5471, Schedule F

Statement 2

Line 12 - Other Assets Beginning of Period End of Period

Deposits 610 610 Deferred leasing commissions NONE 4,366 Prepaid insurance 2,339 NONE

Total Other Assets 2,949 4,976

Line 17 - Other Liabilities Beginning of Period End of Period

Note payable -leasing commissions NONE 4,366 Tenant's security deposits 12,235 16,768

Total other liabilities 12,235 21,134

n

4

Form 5 J471 Information Return of U.S . Persons With OMB No 15150701 (Rev January zoo) Respect to Certain Foreign Corporations File In Duplicate

Is- Boo separate IneWe one. (see When end Whom Department a the Treasury Information furnished for the foreign corporation's annual accounting period (tax year required by To File on peps 1 d Internal Revenue Service section 898 see Instructions) Innin and endln

us Instructions)

Name of parson filing this return A Identffying number

Number, street . end loom or Bulb no (a P O box number M mall Is not delivered to street address) B category o m ee papa 1 e new FSep s bmqa)) 5630 BANKER'S AVENUE 1 2 3 4 5 City a town, state and LP code C Enter the total Oercsntepe M the foreign corporation's wtlnp sock

BATON ROUGE, LA 70808 you owned et ms end of Its annual avaundnp petm100 . K' Ppsrsmcymeeplnmnp0l/01/2002 " °"4°^di^o12/31/2002

(11) Name (2) Address (3) Identifying number

Part I -All

in II - Additional Information for Preferred Stock (To be completed only by Category 1 filers for hot

(o) Rate of dividend

Form 677 (Rev 1.2003) JSA xx,eeo x o00

Important Fill m all applicable lines end schedules All information must be in English All amounts must be

7 " name arse aCarsu afadpn ~aporremi D Employer Identification number.

COMMERCIAL PROPERTIES DEVELOPMENT CORPORATION OF PUERTO RICO 66-0541060 BOX 8459 S'ERt7ANDEZ JUNCOS STATION C Country under who" Laws Inoorpoia

PUEELTO RICO d Date a incorporation a Principal place d business f Principal business ecUNty g Principal business activity h Functional currency

code number

02 /19/1997 PUERTO RICO 531310 REAL ESTATE t~LGRS U .3 DOLLAR Z Provide the following Information for the foreign corporation's accounting period stated above s Name, address, and identifying number of branch office a agent (If any) b If e U S Income tax return was filed, enter

In the United States 01 Tumble Income or (loss)

(u) U S Income tax paid (after all credits)

e name arse scares! of foreign corporation's statutory a resident spent In a name arse address (Including corporate department. If applicable) o country of incorporation person (or persons) with custody of the books and records of the to

corporation, and the location of such books and records . If different ORTIZ MURIA9 6 AODRIQUEZ COMMERCIAL PROPERTIES DEVELOPMENT EDIFICIO COLLATE PALMOLIVE, OFICINA 308 CORPORATION OF PUERTO RICO METRO OFFICE PARK, GUAYNAHO, PR 00968-1705 BOX 8459 FERNANDEZ JUNCOS STATION

(a) Description of each class of stock 01 Beginning of annual accounting period

(e) Description of each class of Preferred stock (b) Per value In

(Non This description should match the corresponding functional currency description entered In Pert I column (e)

For Paperwork Reduction Act Notice, see papa 11 of the Instructions

(n) End of annual accounting period

Indicate whether the stock is cumulative or

noncumulatlva

= bi'dref and of annual of subpart F .ccountino Income (order as

in in is

-497 .811

Form 6471 (Rev 7-7007)

JS1

xxiee, 2 000

5471

(a) Name, address, onE IdanWyln7 number of shareholder

THE WZLHUR MARVIN EDN 5630 RANKER'S AVENUE BATON ROUGE, LA 70808

(E) Description of sack day a! pock hold by shareholder (NOb. This description should mich Me corresponding dewlpLOn entered In Schedule q

1 a Gross receipts or sales . . . . . . . . . . . . . . . . . . . . . . . . . . b Returns end aSlowances , , , , , , . , , , , , , , , , , , , e Subtract line 1 b from line 1 a

m Z Cost of pooch sold , , , , , , , , , , , , , , , , , , , , , Gross profit (subtract line 2 from line 1c) , . . . . . , . . , , . . . . , , ,

4 Dividends �������� 6 Interest 8 Gross rents . royalties, end license fees , , , , , , , , , , , , , , , , , , , , , 7 Net gain or (loss) m sale of capital assets , , , , , , , , , , , , , , , , , , 8 Other Income (attach schedule) , , , , , , , , , , , , , , , , , , , , , , ,

70 Compensation not deducted elsewhere , , , , , , , , , , , , , , , 71 Rents . royalties, and license fees, , , , , , , , , , , , , , ,

C 12 Interest , � a 113 Depreciation not deducted elsewhere , , , , , , , , , , ,

74 Depletion� � � � � , 7 6 Tams (exclude provision for Income, war profits, end excess profits taxes) , , , , 78 Other deductions (attach schedule - exclude provlslon for income, war profits,

and excess profits tame) � � � � � , � � � , 17 Total deductions (add li nes 1 0 thcovah 16) . t B Net income or (loss) before extraordinary items, prior period adjustments, and

E the provision for Income war profits, and excess profits tames (subtract line v 17 from line 9) . . . . . . . . . . . . . . c 18 Extraordinary Items and prior period adjustments (see instructions) m ZO Provision for income war profits, end excess profits lams (sea instructions) X

h

Name of wun6y v U S possession (s) I k1 I (a) In fore ign currency Convention taro In U S d o llars

f 0 H1

' .Balance Sheet Important: Report all amounts !n U S dollars prepared end translated m accordance with U S GAAP See papa 5 0l the instructions for an exception for DAS7M corporations

Assets (8) b Beginning alannual EnEdannual aaountlnp pabd

I

eccounlinp period

I Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Trade notes end accounts receivable , , , , , , , , , , , , , , , , , , , , , , , , , b Less allowance for bad debts . . . . . . . . . . . . . . . . . . . . . . . . . . . .

s Inventories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Other current assets (attach schedule) , , , , , , , , , , , , , , , , , , , , , , , , 6 Loans to stockholders and other related persons , , , , , , , , , , , , , , , , , , 8 Investment In subsidiaries (attach schedule) , , , , , , , , , , , , , , , , , , , 7 Other investments (attach schedule) . , , , , . . . , , , , , , , , . , . , , , , , Ba Buildings and other depreciable assets , , , . . , , , , , , , , , . . , , , , , . . b Less accumulated depreciation , , , , , , , , , , , , , , , , , . , , , ,

8a Depletable assets , , , , . , , , , , , , , , . , , , , , , , , , , . , , , , . . , b Less accumulated depletion , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

10 Lend (net of any amortization) , , , , , , , , , , , , , , , , , , , , , , , 7 7 Intangible assets

e Goodwill . . . . . . . . . . . . . . . . . . . . . . . . b Organization costs , , , , , , , , , , , , , , . , , , . , , , . , , ,

e Patents, trademarks, and other Intangible swats , . . , , . . , , , , . . , , d Less accumulated amortlzetlon (or lines 11 a, D. and c, , . , , , , . , ,

12 Other assets (attach schedule) , , , . , , , , . . , , , , , , , . , , , , , , ,

as and Stockholders' Equity

Gam 5471 (Roy 1-1003)

JSA Z%1884 2 ODD

74 Accounts payable , , , , , , , , , , , , 16 Other current liabilities (attach schedule) , , , , , , , , , , , , , , , , 16 Loans from stockholders and other related persons , , , , , , , , , , , , , , 17 Other liabilities (attathachedule), , , , , , , , , , , , , , , , , , , , , , , , 18 Capital stack

a Preferred stock . . . . . . . . . . . . . . . . . . . . . . "

. . . . b Common stock . . . . . . . . . . . . . . . . . . . . . . . . .

79 Paid-In or capital surplus (attach reconciliation) , , , , , , , , , , , ZO Retained earnings , , , , , , , , , , , , , 21 Less cost of treasury stock

yes 7 During the tax year, did the foreign corporation own at least a 10% Interest, directly a Indirectly, In any foreign

partnership? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " " " " " " " " . If "Yep ." see papa 5 0l the Instructions for required attachment .

2 During the tax year, did the foreign corporation own an Interest in any trust? . . . . . . . . . . . . . . . . . . . . . . . . 1 During the tax year, did the foreign corporation own any foreign entitles that were disregarded as entities separate

from their owners under Regulations sections 3017701-2 and 3017701-3? , , , , , , , , , , , , , , , , , , , , , If "Yea," attach a statement listing the name, country under whose levee the entity was organized, and EIN (If any)

2 Not adjustments made to line I to determine current earnings and profits according to U S Not Net Manual and tax accounting standards (see Additions Subtractions Instructions)

s Capital gains a Iwses , , , , , , , , b Depreciation and amortization , , , , . . . e Depletion . . . . . . . . . . . . . . . . . . . d Investment or Incentive allowance , , , , , , e Charges to statutory reserves , , , , , . . f Inventory adjustments , , , , , , , , , , , B Tams . . . . . . . . . . . . . . . . . . . . " h Other (attach schedule) , , , , , , , . . , , ,

0 Total net additions , , , , , , , , , . . . . . Total net subtractions , , . , , , , , , , , , . . , , , . . , , , , . .

6 s Current earnings and profits (Me 1 plus line 3 minus line 1) , , , , , , , , , , , , , , , , , , , , , , , , b DASTM pain or (loss) for foreign corporations that use DASTM (see Instructions) , , . , , , , , , , , e Combine lines 5e end Sb . , , , , , , , , , , . , , , . , , , , . . , , , . . . , , , , , , , , . d Current earnings end profits In U S dollars (line 5c translated et the appropriate exchange rate as dented In

section 98B(b) and the relates regulations (sea Instructions)) , , , , , , , , , , , . , , , , , . , , , ,

"� 1

'; %-

6 Factoring Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8 Total of lines 7 through 5 Enter here and on your Income tax return See page 8 of instructions , , , , , , , ,

8 Exchange ualn or (loss) on a distribution o1 oreHOUSN lamed income . . . . . . . . . . . . . . .

Form 5477 (Rev, 1-20031

Current Earnings and Profits (See page 5 of the instructions Important : Enter the amounts on lines 1 through 5c in functional currency 1 Current year net income or (toes) per foreign books of account , , , , , , , , , , , , , , , , , , , , , ,

leu ~~:~ , .~ .. ,

r , .`e,

D D

0

1 Subpart F Income (line 40b, Worksheet A in the Instructions) , , , , , , , , , , , , , , , , , , , , , ,

2 Earnings Invested In U S property (line 77, Worksheet B In the instructions) , , , , , , , , , , , , . 7 Previously excluded subpart F Income withdrawn from qualified ImesNiente (line 8b, Worksheet C In

the Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Previously excluded effort trade Income withdrawn from Investment In effort trade assets (line To, Worksheet D In the Instructions) , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

7 Dividends received (translated at spot rate on payment date under section 989(b)(1)) . , , . . . , . , , ,

Yes No

" Was any income of the foreign corporation blocked? , , , , , , , B X " Did any such Income become unblocked during the tax year (see section 96a(b))7 , , , , , , II the answer to either question Is "Yes,' attar an explanation

Form5471 (Rev 7-1007)

JSA xxieea 2 000

t

a

n Accumulated Earnings and Profits (ESP) of Controlled Foreign Corporation " Attach to Form 5471. Sea Instructions for Form 5471 .

SCHEDULE) (Form 5471) (Rev JanuaryY003) Department of the Treasury Internal Revenue Service Name of person filing Form

r& wxtecrn MOM Name of foreign corporation

OMB No 155-0704

(a) Post-1889 (b) Pre-1 B87 E&P (c) Previously Taxed E&P (see Instructions) (a) Total Section Important. Enter amounts m Undistributed Earnings Nor Previously Tamil (sections 958(c)(7) and (2) balan~) W4(a) E&P functional currency (post-86 section (pre-87 section () Earnings Invested (o) Earnings Invested (combine columns

959(c)(3) balance) B59(c)(3) balance) in U S Property I^ A Pasel~e r0 Subpart F Income (a), (D), and c))

1 Balance at beginning of ear 59 , 11 8 59 , 118

2a Current year E&P 'l~L,y~, ~ ~i,Ay L `~ f Its, ~C°

b Current ear deficit m ESP

3 Total current and accumulated E&P not previously taxed (tine 1 BUS tine 28 O! line 1 minus line Zb

4 Amounts included under section 951(a) or reclassified under section 959(c) m current year

Sa Actual distributions or reclassifications of previously taxed E&P

b Actual distributions of ' .R? _ F~~ .4r nonpreviously tamed E&P

Balance of previous ly taxed `+" E&P at end of year (I e 1 plus 21 tine 4, minus tine Sa)

b Balance of E&P not previously taxed at end of year (line 3 minus line 4, minus line Sb

7 Balance at end of year (Enter amount from line 6a or line 6b, whichever is applicable ) -438,693 -AIR A004

For Paperwork Reduction Act Notice, see the Instructions for Form 5377 . Schedule J (Forth 5471) (Rev 1-2003)

JSA xxiees 2 ODD

Transactions Between Controlled Foreign Corporation and Shareholders or Other Related Persons

b. Attach to Form 6/71 . See Instructions for Form 6477

01018 No 1615-070

behveen (he foreign corpoiebon and the persons listed in c r functional currency at the average exchange rate for the

All amp tax year must be stated m U S do

gape 10 of the instructions

(C) Any domestic I (0) My other fasipn I (s) 10% a more U 3 I (1) 10% v man U 3 (8) Tweactions

(b)US person c°p°aU°n a corporation a sherchddsrMOOnWIIaE sharshddxdeny

RIInONbreWm Dartnsnhlpcantdlad pennenhIpcmha0ed foreign corporation corporation

foreign corporation by U S prawn fling by U S pawn filing (other then the U S controlling the Mb return this return person NInO fhb return) foreign oorpo~aUOn

10 Purchases of stock in trade (Inventory) , , , , , , , ,

11 Purchases of tangible properly other than stock in trade, ,

72 Purchases of property rights (patents, trademarks, Gc ) , , ,

1 ] Compensation paid for technIcE managerial, engineering, eon-atructlon, or like services , , ,

1 " Commissions paid , , , , , , 16 Rents, royalties . end license

tees paid . . . . . . . . . . .

18 Dividends paid , , , , , , , ,

79 Amounts borrowed (enter the maximum loan balance during the year) - gee Instructions

20 Amounts loaned (enter we maximum loan balance during he Year) - we I

For Paperwork Reduction Act Notice, see JSA xxiae4 2 000

Schedule M(Form!54711)(Rev 1 .2003)

Name d poison Nlnp Form 5171

Name of foreign co,ponda

B

identifying number

1 Sales of stock In trade (inventory) . . . . . . . . . .

2 Sales M property rights (patents, trademarks, ete ), , , , , , , ,

3 Compensation fecolvedl for ing, construction, a lace services

4 Commissions received , , , , , 6 Rents, royalties, and license fees

received . . . . . . . . . . 8 Dividends received (exclude deemed distributions under subpart F and distributions of previously taxed income) . , ,

7 Interest received , , , , , , , , B Premiums recC+edivimurarux

or reinsurance, , , , , , , ,

77 Interest paid , , , , , , , ,

The Wilbur Marvin Foundation EIN 58-2019715 Commercial Properties Development Corporation of Puerto Rico Form 5471, Schedule C

Line 18 - Other Deductions .

Advertising 2.418 Lease Expense 5,954 Repairs and Maintenance 3,924 insurance 47,128 Consulting Expense 28,907 Meals 8 Entertainment 11,918 Utilities Expense 39,833 Professional Fees 190,530 Bank Charges 83 Computer Expense 11,782 Contract Labor 13,584 Payroll Expense 8,825 Pension Expanse 51,231 Office Expanse 22,188 Postage 8 Delivery 70,853 Income & Franchise Taxes 2,331 Donations 838 Bad Debts 21,000 Travel 55,073 Miscellaneous 5,081

Total Other Deductions 484,795

It not, list the controlling eharaholdar(s) and their identifying number(s)

Identifying number Controlling shanhoWw

c If the transferor was a member of an affiliated group filing a consolidated return, was it the parent corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NIA . . . Dyes ONo If not. list the name and emolover identification number (EIN) of the oerent mrooratan

E1N of parent corporation Name of parent corporation

Name of partnership I EIN of partnership

4 Identifying number, if any

Form 926 Return by a U.S. Transferor of Property OMB N, ,6,5-00� (Rev o.ceMbWZ00=) to a Foreign Corporation DapMNnent d the iiwuh " Attach to your Income tax return. Attachment Inbm~ R~+nu~ ShWw Seqwnw No 128

U.S . Transferor Information (see instructions) ame s eror Identifying number (see Inswctlons)

TF~ WILHU[t MALZVIN FOO[~7~TION Ire-LU1a/1q

1 If the transferor was a corporation, complete questions 1a, 1b, and 1c a If the transfer was a section 381(a) or (b) transfer, was the transferor controlled (under section 368(c)) by

5 or fewer domestic corporations? . . . . . . . , . . . . . . . . , . . . . . . . . . .N,A . . . : B Y~~ BNo b Did the tran3feror remain m existence alter the transfer? . . . . . . . . . . . . . . . . . . . . . 1'~~ No

Z If the transferor was a partner in a partnership that was the actual transferor (but is not treated as such under section 387),

BOX 8459 Vv-vtaANRY7 J[1NCOS STATION 9ANT[7RCE PR 00910 0 Country of incorporation or organization PUERTO RICO 7 Foreign law characterization (see instructions) CORPORATION 0 la the transferee foreign corporation a controlled foreign corporation? , . X YOG No For rsp.rwoAc Rwueuon Act Notice . .e. page a Pmn 926 (Rev 72-xao2)

JSA

zczaae 2 oao

9 Date of transfer NOT AVAILABLE 11 Description of property

10 Type of nonrecognition transaction CAPITAL CONTRIBUTION IRC

Under penalties of Dedury I declare that I hew examined this realm, inducing accompanying schedules and statements and to the beat of my Moviledge

Sign and belief it Is true correct, end complete Declaration of propeier (oMC then te)q)eyv) if based on all Lnfpmeban of which prepaner has my knowledge

Here , , _ n , Title

wined praparty both must sign

0 EIN

JS4 zaeoe 2 000

Form

12 Did this transfer result from a change in the classification of the transferee to that of a foreign corporation? Yea E ]No 71 Was the transferor required to recognize income under Temporary Regulations sections 1 367(a)-47

through 7 367(a)-67 (e g , for tainted property, deprecation recapture, branch loss recapture, etc )7 0 Yes KINo 14a Was intangible property (within the meaning of section 936(h)(3)(B)) transferred as a result of the

transaction? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Yes ONo b If yes, describe the nature of the rights to the intangible property that was transferred in the transfer

1

PrepaRfa Paid sipneN~e Preparer's U56 Only i1 sel4emp

PrapaneYa social security no

Application for Extension of Time To File an Exempt Organization Return I OMB No ,sa,-,roe

Department of the Treasury, for sash return 00- File a

JsA zveoe4 io00

1 60HOL8 R433 05/12/2003 17 :09 .21 V02-6 110546

Form 8868 (December 2000)

" If you ere filing for en Automatic 3-Month Extension, complete only Part I and check this box , , " If you are filing !or an Additional (no! automatic) 7-Month Extension, complete only Part II (on page 2 of this form) Note : Do not complete Part Il unless you have already been granted an auroma8c 3-month extension on a provlousty glad Form 8888 .

Automatic 3-Month Extension of Time - Only submit original (no copies needed) Note: Form 99aTcorporaHons requesting en aut