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0 0 rn c~2 O W 0 Foam 9 9~- PF Return of Privat e Foundatio n or Section 4947(a)(1) Non ex e mpt Charitable Trust Treated a s a Private Foundatio n Department o f t he Tre asury Internal Revenue Se rvice Note The organization may be able to use a copy of this return to satisfy state repo rting For calendar year 2003 , or tax year beginnin g G Check all that apply Initial return F i nal return Use the IRS N ame of organization label . AMETEK FOUNDATION , INC . 2003 , and ending O MB N o 1545-005 2 X0 03 20 Amended return Address change N ame change Otherwise , Number and street (or P 0 bo x nu mber if mail is not delivered to street address) Roo m/su ite print 37 N . Valley Road , Bldg . 4 , P . O . Box 176 4 or typ e . S ee Specific City or town, state and Z I P code Instructions . Paoli , PA 19301 -080 1 H Check type of organization W] Sect i on 501(c)(3) exempt private founda t io n Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation I Fair market value of all assets at end J Accounting method Cash W1 Acc r ual of year (from Part ll, col (c), Other s eci f (P Y) ---------------------------- line 16) $ 7 , 037 , 073 (Part 1, column (d) must be on cash basis) Analysis of Revenue and Expenses (The total of (a) Revenue a n d A Employer identification number 13 . 60 9593 9 is I eiephone number (see page 10 of the instructions) ( 610 ) 647-212 1 C if exemption application is pending check here D 1 Foreign organizations check here 2 Foreign organizations meeting the 85% [est . check here and attach computation . E If private foundation status was terminated under section 507(b)(1)(A) check here F If the foundation is in a 60-month termination under section 507(b)(1)(B) check here amounts in columns (b), (c), and (d) may no t necessarily equal e xp e n s es pe r (b) Net i n ve stm e nt (c) Ad justed ne t the amounts in column (a) (see page 10 of the instructions)) books income incom e 1 Contributions, gifts, grants, etc , received (attach schedule ) Check if the foundation is not required to attach Sch B 2 Distributions from split-interest trust s 3 Interest on savings and temporary cash investment s 4 Dividends and interest from securitie s 5a Gross re nts b (Net renta l i ncome or (loss) 6a Net gain or (loss) from sale of assets not on line 1 0 ~ b Gross sales price for all assets on line 6a 3 , 184 , 86 5 7 Capital gain net income (from Part IV, line 2 ) 8 Net short-term capital gai n 9 Income modification s 10a Gross sales less returns and allowance s b Less Cost o f goods sol d c Gross profit or (loss) (attach sched u le) 11 Other in come (attach schedule ) 12 Total . Add lines 1 through 11 . 13 Com pensation of officers, directors, trustees, etc y 14 Other employee salaries and wage s 15 Pens i on plans, employee bene f its X 16a Legal fees (attach schedule ) W b Accounting fees (attach schedule) a) c Other professional fees (attach schedule) . ~ 17 Interes t 18 Taxes (attach schedule) (see page 13 of the instructions) = 19 Depreciation (attach schedule) an d depletio n E 20 Occupanc y 21 Trave l , conferences, and meetings 22 Printing and publication s 23 Other expenses (attach schedu l e ) .G 24 Total operating and administrative expenses . Add lines 13 through 2 3 co 25 Contributions, gifts, grants pai d 0 26 Total expenses and di sbu rs e eat s . Add lines 24 and 25 27 Subtract line 26 from line 1 2 a Excess of rev enu e ov e r e xpens es and di s bur s em e nt s b Net inves tment income (if negative, ente r -0-) . c Adju sted n e t in c ome (if negative, enter -0- ) For Paperwork Reduction Act Notice , see the instruction s 212 , 756 212 , 756 257 , 430 ~ 257 , 43 0 470 , 186 470 , 186 23 , 210 23 , 21 0 23 , 210 23 , 210 991 , 442 7 1 1 , 014 , 652 23 , 210 (544 , 466) 446 , 976 Cat No 11289X 23 , 21 0 23 , 210 1 , 011 , 196 1 , 034 , 40 6 Form 990-PF (2003) (d) Disbur s ements for c haritabl e purposes (c as h basi s on ly) \~`

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Page 1: Return of Private Foundation or Section 4947(a)(1) Nonexe ...990s.foundationcenter.org/990pf_pdf_archive/136/136095939/1360… · 0 0 rn c~2 O W 0 Foam 9 9~-PF Return of Private Foundation

00

rnc~2

O

W

0

Foam 9 9~-PF Return of Private Foundationor Section 4947(a)(1) Nonexempt Charitable Trust

Treated a s a Private Foundatio nDepartment o f t he Tre asuryInternal Revenue Service Note The organization maybe able to use a copy of this return to satisfy state repo rting

For calendar year 2003 , or tax year beginning

G Check all that apply ❑ Initial return ❑ F i nal return

Use the IRS Name of organization

label . AMETEK FOUNDATION , INC .

2003 , and ending

O MB N o 1545-005 2

X00320

❑ Amended return ❑ Address change ❑ Name change

Otherwise , Number and street (or P 0 bo x nu mber if mail is not delivered to street address) Roo m/su iteprint 37 N . Valley Road , Bldg . 4 , P . O . Box 176 4or typ e .

S ee Specific City or town, state and Z I P codeInstructions . Paoli , PA 19301 -080 1

H Check type of organization W] Sect i on 501(c)(3) exempt private founda t io n❑ Section 4947(a)(1) nonexempt charitable trust ❑ Other taxable private foundation

I Fair market value of all assets at end J Accounting method ❑ Cash W1 Acc r ualof year (from Part ll, col (c), ❑ Other s eci f(P Y) ----------------------------line 16) ► $ 7 , 037 , 073 (Part 1, column (d) must be on cash basis)

Analysis of Revenue and Expenses (The total of(a) Revenue a n d

A Employer identification number

13 . 60 9593 9

is I eiephone number (see page 10 of the instructions)

( 610 ) 647-212 1

C if exemption application is pending check here ► ❑

D 1 Foreign organizations check here ► ❑

2 Foreign organizations meeting the 85% [est .check here and attach computation . ► ❑

E If private foundation status was terminatedunder section 507(b)(1)(A) check here ► ❑

F If the foundation is in a 60-month terminationunder section 507(b)(1)(B) check here ► ❑

amounts in columns (b), (c), and (d) may no t necessarily equal e xp e n s es pe r (b) Net i nve stm ent (c) Adjusted ne t

the amounts in column (a) (see page 10 of the instructions)) books income income

1 Contributions, gifts, grants, etc , received (attach schedule )Check ► ❑ if the foundation is not required to attach Sch B

2 Distributions from split-interest trusts3 Interest on savings and temporary cash investment s4 Dividends and interest from securitie s5a Gross rents

b (Net renta l income or (loss)6a Net gain or (loss) from sale of assets not on line 1 0

~ b Gross sales price for all assets on line 6a 3 , 184 , 865

7 Capital gain net income (from Part IV, line 2 )8 Net short-term capital gai n9 Income modifications

10a Gross sales less returns and allowance sb Less Cost o f goods soldc Gross profit or (loss) (attach sched u le)

11 Other in come (attach schedule)12 Total . Add lines 1 through 11 .

13 Compensation of officers, directors, trustees, etc

y14 Other employee salaries and wage s15 Pens i on plans, employee bene f its

X16a Legal fees (attach schedule )

W b Accounting fees (attach schedule)a) c Other professional fees (attach schedule) .~ 17 Interes t

18 Taxes (attach schedule) (see page 13 of the instructions)= 19 Depreciation (attach schedule) an d depletio nE 20 Occupanc y

21 Trave l , conferences, and meetings22 Printing and publications23 Other expenses (attach schedu l e )

.G 24 Total operating and administrative expenses .Add lines 13 through 2 3

co 25 Contributions, gifts, grants pai d0 26 Total expenses and di sbu rse eat s. Add lines 24 and 25

27 Subtract line 26 from line 1 2a Excess of revenu e ov e r e xpenses and di s bur s em e nt sb Net inves tment income (if negative, ente r -0-) .c Adjusted n e t income (if negative, enter -0- )

For Paperwork Reduction Act Notice , see the instructions

212 ,756 212 , 756

257 , 430

~ 257 , 43 0

470 ,186 470 , 186

23 ,210 23 , 21 0

23 ,210 23 , 210991 , 442 71

1 , 014 ,652 23 , 210

(544 , 466)446 , 976

Cat No 11289X

23 , 21 0

23 , 2101 , 011 , 1961 , 034 , 406

Form 990-PF (2003)

(d) Disbur s ementsfor c haritabl e

purposes(c as h basi s on ly)

\~`

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Farm 990 -PF *i2003 1

Balance Sheets Atta ched sc hed ul es and amounts in the de s cript ion columnshou ld be for e nd -o f- year amounts only (See instructions )

1 Cas h=non - interes t - b ea rin g2 Savings and tempor a ry cash inves tm ents

3 Accounts rece ivabl e ► _______________________________________ _L ess a llowa nce fo r doubtful account s ► . . . . . . . . . . . . . . . . . . . . .

4 Pledges re c e iv a bl e ► . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Less a llow a n ce for d o ubtful accounts ► . . . . . . . . . . . . ------- -5 Gr a nt s r ece iv a bl e

N

d

J

aDvc9

C3

0N

NN

(DZ

6 Receivables due f rom officers, di r ec t ors, trustees, and otherdisq uali fied pe rsons (attac h schedule) (see page 15 of theinstructions )

7 Other notes and loans receivable (attach schedule) ► . . . . . . . . . . . . . . . .

Less allowance for doubtful accounts ► ____________________________

8 Inventories fo r sale or use

9 Prepaid expenses and defe r red charges .10a Investments-U S and state government obligations (attach schedule)

b Investme nts-co r po r ate stock (attach sch edu l e )c Investmen ts-corporate bonds (a t tac h schedule )

11 Investments-land, buildings, and equipment bas is ► . . . . . . . . . . . . . . .Less accumulated depreciation (attach schedule) ►__________________

1 2 Investments-mortgage loan s13 Investments-o t her (attach schedule )14 Land, buildings, and equipment basis ► ________________ -------

Less accumulated depreciation (attach schedule) ►_ __ _ _ _ _ _ --------15 Other assets (describe ► . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Total assets (to be completed by all f i le r s-see page 16 of

the i n str u ct i ons Also, see page 1, it em I )

17 Accounts paya ble and accrued expenses18 Grants payabl e

19 Deferred revenue .20 Loans from officers, directors, trustees, and other disqualified persons21 Mortgages a nd oth er notes payab l e (attac h sch edule)22 Ot h er liab il i ties (describe 10 -------------------------------------

23 Total liabilities (a dd l i nes 1 7 through 22)

Organizations that follow SFAS 117 , check here ► ❑and complete lines 24 through 26 and lines 30 and 31 .

24 Unrestricted25 Temporarily restricte d26 Pe r manently restricted .

Organizations that do not follow SFAS 117 , check here ► ❑and complete lines 27 through 31 .

27 Capital stock, trust principal, or current funds .28 Paid- i n or capita l surplus, or land, bldg , and e q uipment fund29 Retained earnings, accumulated income, endowment, or other funds30 Total net assets or fund balances (see page 17 of th e

instructions )

31 Total liabilities and net assets/fund balances (see page 17 o f

Analysis of Changes in Net Assets or Fund Balances

>ginning of ye

(a) Bo o k Val u e

I 13,8741 13 , 874

Page 2ar End of year

(b) Boo k Value (c ) Fair Market Value

87 20 ,602 20 , 60 2

3 , 694 , 800

3 . 176 . 04 8

594

6 , 911 , 528

29 , 96 3

163 . 044

193 , 007

6 . 718 , 52 1

6 , 718, 52 1

6 , 911 , 528

3 , 667 , 681 3,667 ,681

2 , 913 ,950 2 , 913,950

MW///, MOMMEWN

420 ,966 420 . 966

7 ,037 , 073

38 , 88 1

143,290

182 , 171

6 , 854,902

7 , 037 , 07 3

6 , 854 , 902

7 , 037 , 073

1 Total net assets or fund balances at beginni ng of year-Part II, column (a), line 30 (must agree withend-of-year figure reported on prior year's return) .

2 Enter amount from Part I, line 27 a3 Other increases not included in line 2 (itemize) ► . Unrealized .Gain on FMV of Securities (SFAS 10(

---------- --------------------------4 Add lines 1 , 2, and 35 Decreases not included in line 2 (itemize) ► _________________ _________ . . . . . . . . . . . . . . ._ . .___ ._ . . . .6 Tota l ne t assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 .

6 , 718 , 521

(544 , 466 )680 , 847

6,854 , 902

6 , 854, 90 2

Form 990 -PF (2003)

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ForM 990-P F t'2003 )

Capital Gain s and Losses for Tax on Inv estment Income(a) Lis t and describe the kind(s) o f pr operty so ld (e g , real estate ,

2-s t ory bric k w a reho use, or comm on stock , 200 shs ML C Co )

la Miscellaneous Comm on S to c k s and Securit i es

bc

d

(e) Gross sales price

a 3 , 184 , 865

bcde

Complete only for assets sho w

(i ) F M V as o f 1 2/3 1 /69

a Not applicable

(f) Depreciation al l owed(or allowabl e)

i n in co lum n (h) and owned

0) A djusted basisas o f 1 2/31 /69

b) Ho w acquiredP-Pur chase (c) D a t e acquired

D-Donation Imo.day, y r

P Va r i ou s

(g) Cost o r oth er b as isplu s expense of sal e

2.9 ;

the founda ti on on 12/3 1 /69

(k) Excess of col (i)over col 0), if any

Page 3

(d) Date sold(mo day yr )

Var i ous - 200 3

(h) Gain or (loss)(e) plus (0 minus (g)

257 , 430

(I) Gains (Col (h) gain minusc o l (k) , but not less than 0 -) or

Losses (from col (h))

bc

de

2 Capital gain net income or (net capital loss) If ain, also enter in Part i, line 7If? loss), enter -0- in Part I, line 7 } 2 257 , 430

3 N et short-term cap i tal gain or (loss) as defined in sections 1 222(5) and (6 )If gain, also enter i n Part I, line 8, column (c) (see pages 13 and 17 of the instructions )I f (loss), ente r -0- in Part I , l i ne 8 3

Fgfff&TJF Qualification Under Section 4940(e) for Reduced Tax on Net Inve stment Income

(For optional use by domestic private f oundati ons subject to the section 4940(a) tax o n ne t inv est m ent income )

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

Was the organ i zation l iable for t h e section 4942 ta x on t h e distr ibutable amount of any yea r in the base period? ❑ Yes ❑ N oIf "Yes," the o r ganizat ion does not qualify u nder section 4940(e) Do not complete th i s par t

1 Enter the appropriate amount in each column for each year, see page 17 of the instructions before making any entries

(a) ( b) (c) (d)Base period yea rs Adjusted qualifying d is tr i but io ns Net value o f noncharitable- use assets Distribu t ion rat ioCa l endar year (or ta xyear beginning in) (co l (b) d iv ided by col (c))

2002 874 ,415 7 , 264 ,372 0 . 1204

2001 1 , 080,802 7 , 669 ,802 0 . 1409

2000 975,989 7 , 639 ,913 0 . 1277

1 999 659 ,793 7 , 240 ,531 0 . 0911

1 998 1 . 513 .536 8 . 562 .703 0 . 176 8

2 Total of line 1, col u m n(d) 2

3 Average distribution rat io for t he 5-yea r base period-divide the total on line 2 by 5, or b ythe number of years the foundation has been in existence if less than 5 years 3

4 Enter the net value of noncharitable-use assets for 2003 from Part X, line 5 4

5 Multiply line 4 by line 3

6 Enter 1% of net investment income 0% of Par t I, line 27b) 6

0 .6569

0 . 131 4

6 , 706,334

881 ,212

446 , 97 6

7 Add lines 5 and 6 7 1 , 328 , 188

8 Enter qualifying dist r ibutions from P art X I I, line 4 8 1 , 034 , 936

If line 8 i s equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1% tax rate Seethe Part VI instructions on page 17

Form 990 - PF (2003)

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Forth 990-PF '(2003) Page4

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948-see a e 17 of the instructions)

la Exempt operating foundations described in section 4940(4)(2), check here ► ❑ and enter "N/A" on line 1

Date of ruling letter ---------------- (attach copy of ruling letter if necessary-see instructions )

b Domestic organizations that meet the section 4940(e) requirements in Part V, check ~ 4,470here ► ❑ and enter 1% of Part I, line 27 b

c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I . line 12 col (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2

3 Add lines 1 and 2 3 4,470

4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4

5 Tax based on investment income. Subtract line 4 from line 3 If zero or less, enter -0- 5 4,4706 Credits/Payment s

a 2003 estimated tax payments and 2002 overpayment credited to 2003 6a 9,334

b Exempt foreign organizations-tax withheld at source 6 b

c Tax paid with application for extension of time to file (Form 8868) 6cd Backup withholding erroneously withheld 6 d

7 Total credits and payments Add lines 6a through 6d 7 9,3348 Enter any penalty for underpayment of estimated tax Check here ❑ if Form 2220 is attached $9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9

10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10 4,86411 Enter the amount of line 10 to be Credited to 2004 estimated tax ► 4 864 Refunded ► 1 1

Statements Regarding Activities

1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did Yes No

✓it participate or intervene in any political campaigns l a

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page ~18 of the instructions for definition) lb

If the answer is "Yes" to ]a or lb, attach a detailed description of the activities and copies of any materialspublished or distributed by the organization in connection with the activitie s

c Did the organization file Form 11 2 0 -POL for this years . 1 c

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the yea r(1) On the organization ► $ (2) On organization managers Y 5

e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposedon organization managers ► $

2 Has the organization engaged in any activities that have not previously been reported to the IRS 2If "Yes," attach a detailed description of the activitie s

3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, article sof incorporation, or bylaws, or other similar instruments If "Yes, " attach a conformed copy of the changes 3 ✓

4a Did the organization have unrelated business gross income of $1,000 or more during the years 4a ✓

b If "Yes," has it filed a tax return on For m 990-T for this years 4b

5 Was there a liquidation, termination, dissolution, or substantial contraction during the years 5 ✓

If "Yes," attach the statement required by General Instruction T

6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either• By language in the governing instrument o r• By state legislation that effectively amends the governing instrument so that no mandatory directions

✓that conflict with the state law remain in the governing instrument . 67 Did the organization have at least $5,000 in assets at any time during the years If "Yes, " complete Part II, col (c), and Part XV 7 ✓

8a Enter the states to which the foundation reports or with which it is registered (see page 19 of theinstructions) ► PENNSYLVANIA_ AND_ N EWYORK_____ _ ____ ___ ___ ___ __ _

b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorne yGeneral (or designate) of each state as required by General Instruction G? If "No," attach explanation $ b ✓

9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3) jor 49420(5) for calendar year 2003 or the taxable year beginning in 2003 (see instructions for Part XIV o npage 25)? If "Yes, " complete Part XIV 9

10 Did any persons become substantial contributors during the tax years If "Yes, "attach a schedule listing [heir names and addresses 10 ✓

11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? i i ~Web site address ► N/A

------ -------- ------------------------ - ------ ----- -----------------------KA I FIFZYN E . L U NUKA Telephone no 00. _ _ _ lti 1 U) 647-"112 11 2 The books are in care of ► . . . . . . . . . . . . . . . - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - _ . _ ------Located at ► .37 N : VALLEY ROAD-,- BLDG 41 P . O . BOX-1.764, PAOL I,_PA ZIP+4 ► 1 9301-080 1

---------------- ------- ---- - - --------------------------13 Section 4947(x)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041-Check here ► ❑

and enter the amount of tax-exempt interest received or accrued during the year ► 1 13 ~Form 990 - PF (2003)

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Form 996-P F (2 0 03) P age 5

Statements Regard i ng Activ i ties for Whic h Form 4720 May Be Require d

File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. Yes No

la During the year d id t he organization (either direct l y or indirectly)

(1) Engage in the sale or exchange, or leasing of property wit h a disqua l ified persons ❑ Yes V N o

(2) Borrow money from, lend money to, or otherwise extend credi t to (o r accept it from )a disqualified persons ❑ Yes [21 N o

(3) Furnish goods, se rvices, or facilities to (or accept them from) a disqualified person? ❑ Yes Z N o(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons ❑ Yes LA N o

(5) Transfer any income or assets to a disqualified person (or make any of either availabl efor the benefit or use of a disqualified person)? ❑ Ye s 0 No

(6) Agree to pay money or property to a government official? ( Exception . Check "No "if the organization agreed to make a grant to or to employ the official for a perio dafter termination of government service, if terminating within 90 days) ❑ Yes D No

b If any answer is "Yes" to 1 a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulation ssection 53 4941(d)-3 or in a current noti ce regarding disaster assistance (see page 19 of the instructions)? l b A

Organizations relying on a current notice regarding disaster assistance check here ► ❑

c Did the organization engage in a prior year in any of the acts described in la, other than excepted acts ,that were not cor rected before t he first day of the tax year beginning in 2003 1c ✓

2 Taxes on failure to distribute i ncome (section 4942) (does not apply for years the organization was a privat eoperating foundati on defined i n section 4942U)(3) or 49420)(5) )

a At the end of tax year 2003, did the organization have any undistributed income (lines 6 dand 6e, Part XII I) for t ax yea r (s) beginning before 20037 ❑ Yes Z N oIf "Yes," list the years ► 20 . . 20 . . . . 20 .___ 19 . . .

b 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 year's undistributed incomes (If applying section 4942(a)(2 )to a ll years listed, answer "No" and attach statement-see page 19 of the instructions 2b ✓

c If the provisions of section 4942(a)(2) are being applied to an y of the years listed in 2a, list the years her e► 20 ---- 20 ---- 20 ---- 19 ----

3a Did the organization hold more than a 2% direct or indirect interest in any busines senterprise at any time during the year? . ❑ Yes 0 N o

4a

5a

If "Yes," did it have excess business holdings in 2003 as a result of (1) any purchase by the organizationor disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approvedby the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3)the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determineif the organization had excess business holdings in 2003 ).Did the organization invest during the year any amount in a manner that wouldjeopardize its charitable purposes

Did the organization make any investment in a prior year (but after December 31, 1969) that couldjeopardize its charitablepurpose that had not been removed from jeopardy before the first day of the tax year beginning in 200 3

During the year did the organization pay or incur any amount t o(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ❑ Yes D No

(2) Influence the outcome of any specific public election (see section 4955), or to carr yon, directly or indirectly, any voter registration drive? ❑ Yes 7 No

(3) Provide a grant to an individual for travel, study, or other similar purposes? ❑ Yes Q No

(4) Provide a grant to an organization other than a charitable, etc ,organization describe din section 509(a)(1), (2), or (3), or section 4940(d)(2)? ❑ Yes 0 No

(5) Provide for any purpose other than religious, charitable, scientific, literary, o reducational purposes, or for the prevention of cruelty to children or animals ❑ Yes 2 No

If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described inRegulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)?Organizations relying on a current notice regarding disaster assistance check here ► ❑

If the answer is "Yes" to question 5a(4), does the organization claim exemption from thetax because it maintained expenditure responsibility for the grant? . ❑ Yes ❑ NoIf "Yes," attach the statement required by Regulations section 53 4945-5(d)

6a Did the organization, during the year, receive any funds, direct l y o r indirectly, to pa ypremiums on a personal benefit contracts ❑ Yes 7 N o

sb ~b Did the organizatio n , during the year, pay premiums, directly or indirectly, on a personal benefit contract ?If you answered "Yes" to 6b, also file Form 8870

Form 990 - PF (2003)

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F o rm 990-P F (2003) Page 6

Information About O fficers, D irectors, Trus tees, Foundation Manag e rs, Highly Paid Emp loyees,and Contractors

1 List all officers, directors, trus t ees, founda tion managers and th ei r compensation ( s ee page 20 of the instruc t io ns) :

(b) Title and average (c) Compensation (d) Contrib ut ions to (e) Expense account,(a) N ame an d address hours p er week (If not paid , enter emp loyee bene fit p lans other allowancesdevoted to position -0- ) and de ferred compensation

SEE SCHEDULE ATTACHED- - - - ------------------------- - - ---

2 Compen sation of five high es t-p a id employees (oth er than tho se inc luded on line 1-see page 20 of the ins truc t io n s) .If none , enter "NONE ."

(b) Title and average (d) Contributions t o(a) N ame and a ddr ess o f each employee paid more t han $50,000 ho u rs per week (c) Compensation employee benefi t (e) Expense account,

devoted t o position p lans and deferred other allowancescompensation

NONE-- - -------------------------------------- - ---- -------- ----------

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

Total number of other employees paid over $50,000 ►3 Five highes t-paid independent cont rac tors for profess ional se rvices-(see p age 20 of the ins tructions) . If none, ente r

"NONE ."(a) Name and add ress o f each pe r son paid m ore t ha n $ 50,000 (b) Type of service (c) Compensa ti on

NON E

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

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

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

Total number of others receiving ove r $50,000 for profe ss i o n a l se rvi ces

Summary of Direct Charitable Activitie s

List the foundat io n 's fo ur l arges t di rect charitable activities during the ta x year I nclude relevant statistical in formation such as the number Expensesof organiza t ions an d othe r be n eficiar ies served, confer ences convened , research papers p roduced, et c

1 NON E------------------------------------------------------------------------- ------------- --------------------------------

2

3----------------------------------- ----- ---------------------------------------------------------------------------------- --------------------------- ------- -------- --------------------- ----------- -------------------------------------- -

4

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

Form 990-PF (2003)

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For1n 990-PF (̀2003 )

Summ a ry of Prog ram -Related Inves tments (see page 21 of the instructsDescribe t he tw o largest program related investment s made by the foundation during the tax year on li nes 1 and 2

1 NOT APPLICABLE------------------- - - - -- - - ---- -- ------- - -------- ------- -- - --------- - -- - -- ---------------------- - ------ --- - ----------------------- - - - -- - - -- - --- ----------------------- -- - ------- - - ----- - ------------- -- ---- -- --

2------------- - ---------- - - --------- - ------------------- -- --- ------------------ -- --------------- ---------------- - ------------- ------------- ---- - ----- - ------------ ----------------- - -------------------------

A ll ot her program-related inv es tment s See page 21 of the instructions

3 ----------------------- --------------- --------------------- --- ------ - ---------------------------------- ----

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

7

Total . Add lines 1 through 3 ►Minimum Investment Return (All d omestic founda tions mu st compl e te this part For e ign foundations ,see page 21 of the in struction s )

1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc ,purpose s

a Average monthly fair market value of securitiesb Average of monthly cash balance sc Fair market value of all other assets (see page 22 of the instructions)d Total (add lines la, b, and c)

e Reduction claimed for blockage or other factors reported on lines 1 a an d1c (attach detailed explanation) I l e

2 Acquisition indebtedness applicable to line 1 assets .3 Subtract line 2 from line 1 d

4 Cash deemed held for charitable activities Enter 1'/z% of line 3 (for greater amount, see page 23of the instructions )

5 Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 46 Minimum investment return . Enter 5% of line 5

Distributable Amount (see page 23 of the instructions) (Section 49420(3) and 0)(5) private operatingfoun dations and certa i n foreign o rganizations check here ► ❑ and do no t complete this pa rt )

1 Minimum investment retu r n fr om Part X , l ine 6 12a Tax on inves t ment i ncome for 2003 from P art V I , line 5 2a 4 ,47 0

b Income tax for 2003 (T his does no t include the tax from Part VI) 2b

c Add lines 2a and 2b 2c3 Dis t ributable amount be fo re adjus t men ts Subtract line 2c from line 1 34a Recoveries of amounts treated as qual ifying distribu tions 4a

b Income distrib u t i ons from sec t ion 49 4 7(a)(2) t rusts 4 b

c Add lines 4a and 4b 4c

5 Add lines 3 and 4c 56 Deduction from distributable amo unt (see page 23 of the instructions) 67 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII ,

line 1 7

Qualifying Distributions (see page 23 of the instructions)

Amo u nt

6 ,802 , 729

5 , 732

6 ,808 , 461

6,808 , 461

102 , 12 76 , 706 , 334

335 ,317

335, 31 7

4 ,470

330 , 847

330 , 847

330 . 847

1 Amounts paid (inc l uding adminis trative expenses) to accomplish charitable, etc ,p urposes ~~~a Expenses, contribut i ons, gifts, etc -tota l from Part I , column (d), line 26 1a 1 , 034 , 406

b P rogram-rela t ed investm e nts-Tota l from Part IX-B 1 b

2 Amoun ts paid to acquire assets used (or held for use) directly in car rying ou t charitable, etc ,purposes 2

3 Amoun ts set aside for spec i fic chari t able p rojects that satisfy th ea Suitability test (prior IRS approva l required) 3a

b Cas h distributi on test (attach the required schedule) 3 b4 Qualifying distributions . Add l ines la through 3b Enter here and on Part V, line 8, and Part XI I I, line 4 4 1 , 034,406

5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investmen tincome Ent er 1% of Part I, line 27b (see page 24 of the instructions) 5 4 , 470

6 Adjusted qualifying distributions . Subt r act line 5 from line 4 6 1 , 029,936

Note : The amount on line 6 will be used in Part V column (b), in subsequent years when calculating whether the foundationqualifies for the section 4940(e) reduction of tax in those years

Form 990 - PF (2003)

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Fo rm 990- P F~(2003)

Undis t r ibuted Income (see page 24 of the instructions)

1 D ist r ibutable amount for 2003 from Part X I ,line 7

2 Undistributed income, if any, as of the end of 2002a Enter amount for 2002 only .b Total for prior years 20 , 20 , 1 9

3 Excess distributions carryover, if any, t o 2003-

a F rom 1998 1 ,095 , 190

b F rom 1999 307 , 426

c F rom 2000 628 , 087

d From 2001 711, 018e From 2002 514 , 395

f Total of l ines 3a through e4 Qualifying distributions for 2003 from Part

XI I , l ine 4 ► $ 1 ,034 , 406

a Applied to 2002, but not more t han li ne 2a .

b Applied to undistributed income of prior years(Election required-see page 24 of the instructions )

c Tr eated as distributions out of corpus (Electionrequired-see page 24 of the inst ructions)

d Applied to 2003 distributable amounte Remaining amount distributed o ut of corpus

5 Excess distributions carryover applied to 2003(If an amount appears in column (d), thesame amount must be shown in column (a) J

6 Enter the net total of each column asindicated below :

a Corpus Add lines 3f, 4c, and 4e Subtract line 5

b Prior yea r s' undistributed income Subt rac tl ine 4b from l ine 2 b

c Enter the amount of prior years' undistributedi ncome for which a notice of deficiency h asbeen i ssued, or on which the section 4 9 4 2(a)tax has been previously assesse d

d S u btr act l ine 6c from line 6b Taxableamount-see page 24 of the instruction s

e Undistribu t ed income for 2002 Subtrac t line4a fr om line 2a Taxable amount-see page24 o f the i nstruction s

if Und istribu ted income fo r 2003 Sub t ractlines 4d and 5 from line 1 This a mount mustbe distributed in 200 4

7 Amounts t reated as dis t ributions out ofcorpus to satisfy requirements imposed bysection 170(b)(1)(E) or 4942(g)(3) (see page25 of t he instructions )

8 Excess distributions carryover fro m 1 998not applied on line 5 or line 7 (see page 25o f the ins t ructions)

9 Excess dis tributions carryover to 2004 .Subt r act lines 7 and 8 from line 6a

10 Analysis of line 9

a Excess from 1999 307 , 426

b Excess from 2000 628 , 087

c Excess from 2001 711 , 018

d Excess from 2002 514 , 395e Excess from 2003 703 . 559

8

(a) (b) (c) (d)Corpu s Y e ars pr ior to 2002 2 002 2003

330 , 847

3 .256 . 11 6

703 , 55 9

9

1 , 095,19 0

2 , 864,485

Form 990 -PF (2003)

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Form 9 90-PF(2003 )

Private Operating Foundation s (see page 25 of the instructions and Part VI I1a If the foundation has received a ruling or determination letter that it i s a private operatin g

foundation, and the ruling is effective for 2003, enter the date of the ruling ► Lb Check box to indicate whether the organization is a private operator foundation described in sectio n

2a Enter the lesser of the adjusted net Tax year Prior 3 year sincome from Part I or the minim um (a) 2003 (b) 2002 (c ) 200 1investment return from Part X for eac hyear liste d

b 85% of line 2a

c Qualifying distributions from Part XII ,line 4 for each year listed .

d Amounts included in line 2c not used directl yfor active conduct of exempt activities

P age 9

ques tion 9 )

] 49420(3) or ❑ 49420 (5)

(e) Total200 0

e Qualifying distributions made direc t lyfor active conduct of exempt act ivi tiesSubtract line 2d from line 2c .

3 Complete 3a, b , or c for thealternative test relied upo n

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

(2) Value of asse ts qualifyin gunder section 49420)(3)(13)(1) . NIA

b "Endowment" alternative test- Enter zhof minimum investment return shown inPart X, line 6 for each year listed

c "Support" alte r native tes t-enter

(1) Total support other t h an gr ossinves tment income (interest,dividends, r en ts, paymentson securities loans (section512(a)(5)), or royalties)

(2) Support from general publicand 5 o r more exemp torganizations as p r ovided insection 49420)(3)(B)(iii )

(3) Larges t amount of supportfrom an exempt organization

(4) Gross investme nt incom e

Supplementa ry Information (Complete thi s part only if the organization had $5 , 000 or more inassets at any time during the yea r-see page 25 of the ins truc t i ons . )

1 Information Regarding Foundation Managers :a List any ma n agers of the fo un da tion w ho have contributed more than 2% of the total contributions received by the foundation

before the close o f any tax yea r (but on ly if they have contributed more than $5,000) (See section 507(d)(2) )

N /A

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theowner sh i p of a partn e r ship or o ther entity) of which the foundatio n has a 1 0% or greater interest

N /A

2 Information Regarding Contribution , Grant , Gift, Loan , Scholarship , etc ., Programs :

Check here ► ❑ if the organization only makes contributions to p r eselected charitable organ i zations and does not acceptunsolicited req uests for funds If the organization makes gif ts, grants, etc (see page 25 of the instructions) to i ndividuals ororganizations under other conditions, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom applications should be addressed

KATHRYN E . L O NDRA , 37 NORT H VALLEY ROAD , BUIL DI NG 4 , P . O . BOX 1764 , P AOLI , PA 19301 -080 1

b The form in which applications should be submitted and information and materials they should include

NO SPECIFIC I NFORMATION OR FORMS R E QUIRED .

c Any submission deadlines

NO D EADLINES .

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or otherfactor s

NO LIM ITATION OTHER THAN ENTITY MU ST QUAL IFY UNDER COD E SECTION 5 01 (C)( 3 ) .

F orm 990-PF (2003)

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Form 990 -PF (2003)

F orth 990-PF'(2003) P a ge 1 0

FT,tnM Supplementa ry Information (continued)

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Form 990-W(2003) Page

Analysis of Income-Producing ActivitiesEnter gross amounts unless otherwise indicated Unrelated business income Excluded by section 512, 513, or 514 (e )

Related or exempt(a) (b) (c) (d) function income

Business code Amount Exclusion code Amount (See page 26 ofthe instruction s1 Program service revenu e

abc

defg Fees and contracts from government agencie s

2 Membership dues and assessment s3 Interest on savings and temporary cash investment s4 Dividends and interest from securities 212,7565 Net rental income or (loss) from real estate WIME/M

a Debt-financed propertyb Not debt-financed property .

6 Net rental income or (loss) from personal property7 Other investment income .8 Gain or (loss) from sales of assets other than inventory 257,430

9 Net income or (loss) from special events .1 0 Gross profit or (loss) from sales of inventory

11 Other revenue abc

de

1 2 Subtotal Add columns (b), (d), and (e) 470,186

1 3 Total . Add line 12, columns (b), (d), and (e) 1 3 47 0 , 1 86(See worksheet in line 13 instructions on page 26 to verify calculations )

Relationship o f Activit ies to the Accomplishment of Exempt Purposes

Line No Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to

V the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (Seepage 26 of the instructions )

4 AND 8 ALL INCOME COMES FROM INVE STM E NT OF CHARITABLE CONTRIBUTIO N S AND IS DISBURSED F ORCHARI T ABLE PURPOS E S .

F or m 990-PF (2003)

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Form 990-PF (2003) P age 1 2

Information Regarding Transfe rs To and Tran sactions a nd Re l a tionships With NoncharitableExempt Organization s

1 Did the organization directly or indirectly engage in any of the following with any other organization described in section Yes No

501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organization s

a Transfers from the reporting organization to a noncharitable exempt organization of 1/m/11, P///F///, F///////(1) Cash 1a(1) ✓

( 2) Other assets . 1a (2) ✓

b Other tra n saction s(1) Sales of assets to a noncharitable exempt organization 1b(1 )

(2) Purchases of assets from a noncharitable exempt organization . 1b(2) ✓

(3) Renta l of facilit i es, equipment, or other assets 1b(3) ✓

(4) Reimbursement arrangements 1b(4) ✓

(5) Loans or loan guarantees 1b(5) ✓

(6) Performance of serv i ces or membership or fu ndraising solic i tat i ons 1b(6) ✓

c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1 c ✓

d If the answer to a ny of th e above is "Yes," complete the fol l owing schedule Column (b) should always show t he fair marketvalue of the goods, other assets, or services given by the reporting organization If the organization received l ess than fairmarket value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or servicesreceived

(a) Name of organization (b) Type of organization ( c) Description of relationshi p

Under penalties of penury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge andbelief, it is true orrect, and complete De ration of preparer (other than taxpayer or fiduciary) is based n all information of which preparer has any knowledge

~Qf ~ o r~c~Z~

` / Signa of off e or trustee

2a N T

N :2(0 0 Preparer'sa a w signatur e

Firm s name (or yours ifself-employed), address .and ZIP code

2a Is the organization direc tly or indirectly affiliated w ith, or related to, one or more tax-exempt organization sdescribed i n section 50 1 (c) of the Code (ot her tha n section 501(c)(3)) or in section 527 ❑ Yes 0 N o

b If "Yes," compl ete the followinq schedule

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AMETEK Foundation, Inc. E.I . 13-6095939

2003 Form 990-PF

Page 1 , Part 1 , Line 16(c) - Other Professional Fees

Trustee/Bank Fees 23,210

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AMETEK Foundation , Inc .2003 Form 990-PF .

Statement of InvestmentsDecember 31, 200 2

Page 2, Part 11, Balance Sheets, Line 10(a)

Common StockActuant Corp CL AAlbany Molecular Resh IncAmerican Eagle OutfittersAmerican Italian Pasta CoAMETEK, In cArmor Hldgs IncAstoria Finl CorpBorders Group IncBorg Warner IncBrown Tom Inc NewCBRL Group IncCleco CorpCallaway Golf CoColumbia Sportswear CoCross Ctry In cDiebold In cEsterline Technologies CorpForest Oil Cor pForrester Resh IncHCC Ins . Hldngs IncHarte-Hanks IncHudson UTD BancorpInput/output IncInternational Rectifier CorpIonics In cLibbey IncMartin Marietta Matls IncMiller Herman IncMondavi Robert CorpNui CorpNu Skin Enterprises IncOcean Energy Inc TexOcwen Finl CorpPlantronics IncPope & Talbot IncPowerwave Technologies IncQuanta Svs In cRare Hospitality Intl IncRayovac Cor pScotts Co CLSerologicals CorpSnap On IncTimberland CoTrimble NAV LTDUltratech Stepper IncUNIFI In cUnited Stationers IncUniversal Electrs IncVital Signs In cWatson Wyatt & Co HldgsWebster Fini Corp Waterbury CtWild Oats Mkts Inc

Principalamount o r

number of share s

9421,8801,955

66555,800

1,440

1,52 5890470930

1,4402,3201,725

2851,3901,0851,7551,6701,835

1,2401,9451,3556,2351,2501,51 0

570785

1,5451,0001,8554,1852,3105,5251,2802,0904,0403,0551,6251,740

6701,9101,41 5

7151,815

2,7702,3501,3451,93 0

705955

1,3354,280

Cost

$20 , 02438,42039 , 08823 , 739

338 , 15920 , 867

39 , 758

12,98019,73421 , 516

32 , 29739,510

33,54511,44917,04433,56429,13739,36230,98831,61223,17140,60046,137

25,35341,77721,47431,45241,10934,35936,97730,684

19,86448,92623 , 33428,32033,71950,532

35,79233,93630,10927,507

40 , 48927 , 34926,49736 , 933

20 , 436

43 , 30923 ,60720 , 757

24 ,05435 , 90232 , 094

E . I . 1 3-6095939

MarketValu e

$43,75627,80726,94023,927

2,147,74219,82941,40414,329

23,69723,34343,38732,48022,856

12,66019,39144,72431,01146,17528,57130,50436,31342,14126,49823,075

34,42814,82024,06828,42831,00032,01750,09646,131

15,47019,36629,80321,81610,69244,882

23,19432,85721,01039,776

25,46122,66927,25412,338

38,73718,79821,06520,77146,45844.170

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AMETEK Foundation, Inc .2003 Form 990-PF .

Statement of Investments

December 31, 2002

Principalamount o r

Page 2 , Pa rt 11 , Bala nce Sheets , Line 10 (a) number of shares

Yankee Candle Inc 965Zoll Med Corp 1,380

Total Common Stock

Bonds .Blackrock Fds Core B d

OtherPooled temporary investments

Total Investments

E . I . 13 -6095939

MarketCost Value

15 ,071 15,44035 ,412 49,225

1 , 959 ,835 3,694,800

317,923 3,083,616 3,176,0483,083 ,616 3,176,048

25,594 25 ,594 25,59425 ,594 25,594

5,069,045 $6,896,442

2

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AMETEK Foundation , Inc .2003 Form 990-PF

Statement of InvestmentsDecember 31 , 2003

Page 2 , Part II , Balance Sheets , Line 10 ( b )

Common Stock 'American Eagle OutfittersAmerican Italian Pasta CoAMETEK, IncArch Coal Inc .Armor Hldgs IncAstoria Finl CorpBrinks Co .Brown Tom Inc NewCBRL Group IncCleco CorpCSK Auto CorpCallaway Golf CoCaraustar Inds Inc .Colonial Bancgroup IncColumbia Sportswear CoCrescent Real Estate Equities IncCross Country Healthcare Inc .CYTYC Corp .Esterline Technologies CorpFirstment CorpForrester Research IncFulton Financial Corp .Furniture Brands International Inc .HCC Ins . Hldngs In cHeadwaters Inc .HILB Rogal & HamiltonHudson UTD BancorpImation Corp .Input/Output In cIonics IncHerman Miller In cNu Skin Enterprises IncOcwen Financial Corp .Ohio Cas Corp .Pacific Cap BancorpPentair Inc .Pope & Talbot IncPowerwave Technologies IncQuanta Services Inc .Rare Hospitality International IncRayovac Corp .Rowan Cos IncSerologicals CorpSnap On IncSonicwall In cSpinnaker Exploration Co .Stancorp Financial Group Inc .Stone Energy Corp .Triad Hospital Inc .Ultratech IncUNIFI In cUnited Stationers Inc

Principalamount o r

number of shares

1,005350

111,600870

57533546049532571 5

1,115

1,040

925

615

185

895

1,325

760

770

340

1,115927790670

1,265

445

215

4003,735

675355

1,7203,1301,005355

445

920

2,9953,035

3851,040

6751,040590

3,770565230425

440270

2,495345

Cost

20,04712,646

338,15916,800

7,8598,7349,227

11,79 98,814

12,17716,09619,24 2

9,9139,0957,398

14,33416,252

7,74812,784

7,81718,66717,12219,19117,41518,83913,532

6,44213,52925,26018,675

9,446

14,39422,89512,50912,08918,34512,466

20,66929,502

5,65319,66513,13914,45116,92320,32913,38312,28915,66711,5253,600

17,72711,109

E . I . 13 - 609593 9

MarketValue

16 , 48214,665

2,692,90827,11815,12812 , 462

10 ,401

15,96412 , 44112,856

20,92917,52412 , 76510,65210,08315 , 33119,84910,51820,536

9,217

19 , 791

20,30123,17121,30624,68014,27 1

7,94414 , 06016 , 84521,49 9

8,609

29,39527 , 73217,44713,071

20 , 337

16 , 20123,18122 , 156

9,409

21 , 78815 , 64019 , 34419 , 02229 , 406

18 , 23314 , 46218 , 04114 , 639

7 , 930

16 , 09314 , 117

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AMETEK Foundation , Inc.2003 Form 990 - P F

S tatement of InvestmentsDecember 31 , 2003

Principalamount o r

Page 2 , Part II , Balance Sheets , Line 10 ( b) number of shares Cost

Common StockUniversal Electronics Inc .Watson Wyatt & Co HoldingsWebster Financial Corp .Wild Oats Markets Inc .Yankee Candle Inc .Zoll Med Corp .

Total Common Stock

BondsBlackrock Funds Core Bon d

OtherPooled Temporary I nvestment s

Total Investments

E . I . 13 - 609593 9

MarketValue

875 10,703 11,148750 17,460 18,113400 10,757 18,343

1,635 12,260 21,140755 13,196 20,633575 15,433 20,354

1,143,197 3,667,681

301,651 2,930,190 2,913,9502,930,190 2,913,95 0

420,966 420,966420,966 420,966

4,494,353 $7,002,597

2

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Ametek Foundation, Inc .2003 Form 990-PF

Pa rt VII IInformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees and Contractors

(b) Title and (d) Contributions t oaverage hours per week emplyee benefit plans (e) Expense account ,

(a) Name of officer devoted to position (c) Compensaton and deferred compensation other allowances

Directors

Frank S Hermance Chairman 0 0 037 N Valley Rd , Bldg 4 As RequiredPaoli , PA 19301-080 1

Lewis G Cole Director 0 0 0180 Maiden Lane As Require dNew York , NY 10038-498 2

He lmut N Friedlander Director 0 0 060 East 42nd Street As RequiredSuite 3820New York, NY 1016 5

El i zabeth R Varet Director122 East 42nd Street, 24th Fl As RequiredNew York , NY 1016 8

Officers

Frank S Hermance President37 N Valley Rd , Bldg 4 As RequiredPaoli , PA 19301-080 1

E lizabeth R Varet Vice President122 East 42nd Street , 24th Fl As RequiredNew York , NY 1016 8

Kathryn E Londra Secretary & Treasurer37 N Valley Rd , Bldg 4 As RequiredPaoli , PA 19301-080 1

Lewis G Cole Assistant Secretary /180 Maiden Lane Assistant TreasurerNew York , NY 10038-4982 As Required

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

13-6095939

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AMETEK Foundation, Inc .Part XV Supplementary Informatio n

Grants and Contributions PaidYear Ended December 31, 2003

General Welfare

Abilities Inc . of FloridaAid to Distressed Families of Anderson County

Akron County Community Center & Urban League

American National Red Cros s

Communities United for Health

Genesis of Pittsburg hGoodwill Industries of Delaware & Delaware County

Habitat for HumanityINROADS/Philadelphia, Inc

Kevin Coleman FoundationLife's Work of Western Pa

Science Explorer Inc (O'Hara)Sellersville Volunteer Fire Department

The Ministry of Caring

Troy United FundTulsa Area United Way

United Way of Broome CountyUnited Way of Central Florida

United Way of DelawareUnited Way of Greater Greensboro

United Way of Meriden-WallingfordUnited Way of Portage County

United Way of Racin eUnited Way of Southeastern Pennsylvania

United Way of Southwestern PennsylvaniaUnited Way of Ulster County

United Way of Washington CountyUpper Pinellas Assoc . for Retarded Citizens Foundation In c

Educatio n

Arcadia UniversityBread Upon the Waters Scholarship Fun d

Caribbean American Chamber Educational FoundationColumbia Universit y

Cornell Cooperative Extension of Broome CountyDelaware Valley Industrial Resource Cente r

Free Libra ry of Philadelphia Foundation

Independent College Fund North Carolina

Kent State University FoundationNational Merit Scholarship Corporation

New York Public Libra ry

New York University School of LawPennsylvania State University - Great Valley

Polk Education FoundationPortage County Liter acy Coalition

R E F Israel Endowment Fund sUniversity of Delaware

University of Notre Dame

15 ,000

1 , 0001,000

1 ,50015 , 000

3 , 500

4 , 000

10 , 0005 , 000

10 , 0002 , 000

60 , 1335 , 000

6 , 000

4 , 2747 , 450

3 , 9855 , 000

5 ,5455 , 646

3 ,275

16 , 274

5 , 76935 , 75511 , 744

11 , 558

9 , 518

5 , 000

$5 , 0007 , 000

5 , 000(2 , 500)

25 , 00010 , 000

14 , 000

5 , 000

15 , 00030 , 100

10 , 000

15 , 00010 , 000

5 , 000

3 , 00010 , 0005 , 0003 , 000

E . I . 13 -6095939

269 , 926

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Yale University Law SchoolYouth for Understanding USA Inc .

Education (continued)100 Book Challenge

Binghamton School Dist

Rochester School Dist

AM ETEK Foundation, Inc .Part XV S upp lementary Information

Gran ts and Contributions PaidYear Ended December 31, 200 3

Medical research and careAmerican Cancer Societ y

Center for Powder Metallurgy TechnologyIsland Community Medical Services, Inc

Jimmy Fund of Dana-Farber Cancer InstituteJuvenile Diabetes Foundation

Making Strides - American Cancer Society

Sloan Kettering Cancer Cente r

Susan G . Komen Breas Cancer Foundatio nThe Mid-South Chapter of the National Multiple Sclerosis Societ y

Youth organization s

Boy Scouts of America

Eagles Youth Pa rtnershi p

Junior Achievement of Delaware Valley , Inc .

Western Slope Center for ChildrenWorld Affairs Council of Philadelphi a

Hospitals

Beth Israel HospitalCommunity Hospita l

Gnaden Huetten Memorial HospitalPaoli Memorial Hospital

St Lukes Memorial Hospita l

Other organization sAlaska Conservation Foundation

American Institute of Graphic Arts

Central Park Conservancy

Franklin Institute Awards Ceremony

Foundation Misericordia de ReynosaNational Resources Defense Council

Philadelphia Hospitalit y

Science Center of Pinellas CountySpecial Olympics of Greater Knoxville

Theater and Dance Alliance

The Franklin Institute Science Museu m

Total Gr ants and Contributions Paid

E .1 13 -6095939

10,000

23,820 208,420

$127,609120,992 248,60 1

$1,000

4,000

5,000

1,600

10,000

1,39025,00 0

3,0001,229

$5 , 30050 , 000

4 , 1002 , 786

16 , 000

$15,000

5,0001,000

30,0001,000

$15,000

(5,000)25,000

6,500

15,00015,00 0

9,000

5,0001,344

5,00010 .000

52,21 9

78 , 186

52,00 0

101 . 844

$ 1 , 011 , 196

2

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Form 8V V V

(December 2000)'

DepaNn ent of the TreasuryInterna l Reven ue Serwce

Application for Extension of Time To File anExempt Organization Return

► File a separate application for each return

O MB N o 15 4 5-170 9

• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . . . . . . . ► ~X• If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part fl (on page 2 of this form )Note : Do not complete Part lI unless you have already been granted an automatic 3-month extension on a previously filedForm 8868.Part 1 Automatic 3-Month Extension of Time - Only submit original (no copies needed )

Note : Form 990-T corporations requesting an automatic 6-month extension - check this box and complete Part I only 0-All other corporations (including Form 990-C filers) must use Form 7004 to request an extension of time to file income tax returnsPartnerships, REMICs and trusts must use Form 8736 to request an extension of time to file Form 1065, 1066, or 104 1Type or Name of Exempt Organization Employer identification number

print AMETEK FOUNDATION, INC . 13-6095939File by the Number, street, and room or suite no If a P O box, see instructionsdueng dat

e your for 37 NORTH VALLEY ROAD, BUILDING 4, PO BOX 1764return See City, town or post office, state, and ZIP code For a foreign address, see instructionsinstructions pAOL I , PA

19301-080 1

Check type of return to be filed (file a separate application for each return) .Form 990 n Form 990-T (corporation) Form 4720Form 990-BL ❑ Form 990-T (sec 401(a) or 408(a) trust) Form 5227Form 990-EZ Form 990-T (trust other than above) Form 606 9

❑X Form 990-PF Form 1041-A Form 8870

• If the organization does not have an office or place of business in the United States, check this box . . ~ ❑

• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this i sfor the whole group, check this box ► Ej If it is for part of the group, check this box ► n and attach a list with the names andEINs of all members the extension will cover.

I I request an automatic 3-month (6-month, for 990-T corporation) extension of time until AUGUST 15 , 20 0 9to file the exempt organization return for the organization named above The extension is for the organization's return for .

► N calendar year 20 0 3 o r

► [] tax year beginning- , 20 and ending , 20

0

m

f~fLJ

2 If this tax year is for less than 12 months, check reason [:] Initial return Ej Final return ❑ Change in accounting pe ri od

3a If this application is for Form 990-BL, 990-PF, 990-T, 4720 , or 6069 , enter the tentative tax , less an ynonrefundable credits . See instructions . . . . . . . . . . $ 3 , 19 9

b If this application is for Form 990 - PF or 990-T, enter any refundable credits and estimated tax payment smade Include any p ri or year overpayment allowed as a credit . . . . . . . . . . . . . . . . . . $ 9 , 33 4

1 0 0 _ .~ dour payment with this form , or, if required , deposit: ctronic Federal Tax Payment System) . See

y t: is ~.~ rrA L

Postage 1 $ru

Certified Fee

MM Return Recfept Fee

( dorsement Required)

M estncted Delivery Feeul ( dorsement Required)

2. .3

. . . . . . . . . . . . $ 0

iture and Ver if i cat ionig accompanying schedules and statements, and to the best o f my knowledge and belief, it is true ,

Titl e ► CJ/7pe/io- -1//Z /p S[ ,

PostmarkHera

---~

dotal Postage & Fees 1 $

M sear ror-M ~fJ1GQ-

C /apt No: ---------°-or PO Box No.

C/ty State, Z/F4

N"---° -----°----°° --- - -- - •°. .

UT Zo~ -oaZ~, . .,

Form $$6$ ( 12 -2000 )

ISA

STF FED9056F 17004 075o 0002 2713 2402

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Form8868 (12-2000) Page 2

is If you are thing for an Additional (not automatic) 3-Month Extension, complete only Part II and check this box o, . 0Note : Only complete Part !I if you have already been granted an automatic 3-month extension on a previously filed dorm 8868.a If you are filing for an Automatic 3-Month Extension, complete only Pa rt I (on page 1 )

Pa rt II Additional (not automatic) 3-Month Extension of Time - Must File Original and One Copy.Type or Name of Exempt Organization - Employer identification numberprint AMETEK FOUNDATION, INC . 13-6095939File by the Number, street, and room or suite no If a P O box, see instructions For IRS use onlyextende ddue date for 37 NORTH VALLEY ROAD, BUILDING 4, PO BOX 17.64filing the City, town or post office, state, and ZIP code For a foreign address, see instructionsreturn Se einstructions PAOLI, PA 19301-0801 It ,Check type of return to be filed (File a separate application for each return )[] .Form 990 F-] Form 990-EZ [:] Form 990-T (sec 401(A) or 408(a) trust) [] Form 1041-A F-1 Form 5227 0 Form 8870

Form 990-BL EJ Form 990-PF E] Form 990-T (trust other than above) ❑ form 4720 E] Farm 606 9

STOP: Do not complete Part II if ybu were not already granted an automatic 3-month extension on a previously filed Form 8E68 .

a If the organization does not have an office or pace of business in the United States, check this box > 7* If this is for a Group Return, enter the organization's four'digit Group Exemption Number (GEN) I . this i s

• fcr the whole arouo, check this box ► 7 If it is for Dart of the nreuo check this box 6. C and attach a list with the names and~!N .^> of all ifmticr. 'c.. .,Slvf~ :s fv, .;~ the 2iii .

4 I request. an additional 3-monfh extension of time until NOVEMBER 15 -,20-04-

5 For calendar year 2003 or other tax year beginning , 20 and ending , 206, If this tax year is for less than . 1.2 months, check reason Initial return E] Final return ~ Change in accounzong period7 State in detail why you need the extensio n

ADDITIONAL TIME IS'-REQUIRED TO GATHER THE NECESSARY INFORMATION TO FILEA'CO"lPLETE AND ACCURATE RETURN .

8a If this application is for Form•990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less anyno4irefundable credits See instructions $ 3, 199

b If •tFris application is for Form 990-PF, 990-T, 4720 ; or 6069, enter any refundable credits and estimate dtax payments made Include any prior year overpayment allowed as a credit and any amount pai dpreviously with Form 8868 ,,. $ 9, 3 4 4

c Balance Due . Suptract line $b from line 8a IpElude your payment with this form, or, if required, deposi twith FTD coupon . or, if required, by using EFTPS (Electronic Federal Tax Payment System) Se einstruc.ions $ G

'.Signature and VerificationUnder penalties of perjury, I declare that I have' examined this form; including accompanying schedules and statements, ono to the best of my knowledge and belief, it is true,correct, and complete, and that .1 am authorized to prepare this form , .,

Signa ture >~ Tal e to. Date >

u

• ,;' No tice to Applicant-To Be Completed by the IRS

',hr~ hw y _pprcvcd 'No cap' ;cJion P!ca--c a';cch this fo-r^ tc'.".o or ;a _a-!ion's retu mWe have not approved this application However, we have granted a 10-day grace period from the later of the date shown below or the due date of the

cryan .za .,o;~ s . .. . ..m ( . ncl, .ar : y any p-crexte ;;., :c;;s) Tti~s Ta., ' ... . . .. . z :ae .P,l to be a . 2ild e„ren~-ic .; nf t„ro for ei ert-Or ., o!henv:se renu :,ed to be

mode on a timely return Please attach this form to the organization's return~" •' ~

*Ve ha ve not approved this application After considering the reasons stated-in item 7, we canngt gran t your request for an extension ofl tlm~•t file We arenot granting a 10-day grace perio

d We cannot co ns ide r this application because :t was filed afi't2Ytrie due date of the return for which an extension was requested "

Othe r _rF~'~• r,`„~•; `

Director

CK-O

ST 9 7 KUByPAC)LI PA

Altern,4ie Mailing Address - Enter the address if you want the copy of this application for an additional 3-month ~ectensionreturned to an address different thart the one entered abov e

N ame

• •~~` ~

Type or Numb e r a nd s tr eet (include s

p rint ' 2 /V_ aC ibi-gL town , pl;gvin c e or st a

STF FED9056 F 2

Da t e

room, or ~g t . n ) Or a P. O. ox ny tuber

%vl K L%d cQun~ (including postal or ZIP code)

j~2

t 'Form 8868 (12-2000 )

1