Professional Documents
Culture Documents
For 990
OMB No 1545-0047
2001
Under section 501(e), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
A
Check if apphwble
Final velum
Amended return
Application
pending
See
Spxll
Insw
tion
and
Organization type
(check onlv onel
H(a)
H(b)
}~
T
w
rq
"f4
Be
6b
110,
Securities
than inventory
56
~
514
540
56
Net gain or (loss) (combine line 8c, columns (A) and (B))
$
139 , 703
SEE STMT
of
18
N y
19
~ at
s
20
65
9b
Gross profit or (loss) from sales of inventory (alt sch ) (subtract line 10b from line 10a)
17
25 L
67,272
SEE WORKSHE
9a
16
15
K_N/A
~Bb
74
No
-26 I uc~
Net income or (lass) from special events (subtract line 9b from line 9a)
73
Yes
-
No
a Other
ea
10a
Enter 4-du
Check 1
noncash $
6a
27
1
M
Hid)
Gross rents
N/A
EiS~
'e~rNIA
on
850,311
X
P
B
n
s
e
s
u'ves'enrerno otaKaiates
0 Yes
1e
n
u
17
Cash
Other (specify)
Program service revenue including government tees and contracts (from Part VII line 93)
892 ,1
Accounting method Lf
1b
6a
Telephone number
Accrual
~_
R1
Employer to number
SA-7 5'I A 'I A2
Check here " U if the organization's gross receipts are normally not more than
$25,000 The organization need not file a velum with we IRS, but if the organization
received a Forth 990 Package in the mail, it should file a velum without financial data
Number and street (or P O boa if mail is not delivered to street address)
open to Public
10,
~ 10b
Excess w (deficit) for the year (subtract line 17 from line 12)
Not assets or fund balances at beginning of year (from line 73, column (A))
Other changes in net assets or fund balances (attach explanation)
Net assets or fund balances at end of ear combine lines 18 19 and 20
SEE STMT
1~
11
WEP
Form990(2001)
WAKE EDUCATION PARTNERSHIP
58-1518182
Part II
Statement of
All organizations muss complete column (A) Columns (B), (C), and (D) are required for section 507(c)(3)
Functional Ex p enses and section asa7 a i noneaem t cnaNuoia trusts oin optional for others Sae S pecific inswcoons on
DP not include amounts reported on line
(e) Program
(c) Management
(A) Total
6b 8b 9b 10b , Of 16 Of Pelt I
services
and g eneral
22 Grants and allocations (arcacn schedule)
(cash
234, 152
STMT
~in $
>
54
5
19
46
, 448
, 927
, 223
, 083
38
406
516
142
4 , 211
3 , 048
5 180
12 , 131
7e
39
89 692
20 , 178
69 731
14 , 712
1-1-8- 88
17 , 843
5 , 378
15
952
32 604
43a
11
625
100 , 244
686
715
24 , 464
Part III,
, 060
, 625
189
501
6 , 603
34 , 011
1,526748
1277,696
42,572
206,480
I 44I
$
$
All organizations must describe their exempt purpose achievements in a clear and concise manner State the number
of clients served, publications issued, etc Discuss achievements that are not measurable (Section 501(c)(3) and (4)
or g anizations and 4947 ( a )( 1 ) nonexem p t charitable trusts must also enter the amount of rants and allocations to others
48
639
Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services?
7 253
7 : 356
768
134
300 , 313
43c
43d
43e
43) Organizations
8 , 742
70
340 , 927
43b
carrythesatotalstolines l3-15
, 453
108 , 555
41
a2
SEE STATEMENT
-ompieu~gcowm~s(e~
36
58 , 697
9 , 381
24 919
61 , 356
40
41 interest
a2 oepreaabon depletion etc fan srh~
, 742
668
37
le Printing andpublications
39 travel
111
35
36 Occupancy
712
10 , 355
34
, 150
11 , 134
32
33
33 Supplies
34 Telephone
19
1 884
1 911
853
259
4 , 6-98-
23 128
2-3 , 45-7
31
32 Legal fees
196
70- 1 8-62-
32 , 265
32 , 724
30
31 nccountingtees
12
23-4 , 15-2-
17 204
28
z9
, 710
(D) Fundraising
515
27
94
346
26
c
d
a
23
24
25
234 , 152
zz
Page 2
$
$
page
24
Yes
NO
Program Service
Expenses
EXCELLENCE .
and
(2001 )
WEP
'
Forms9o(2o01)
;Par'l,fY
Ngta
A
s
s
e
t
s
Accounts receivable
Less allowance for doubtful accounts
d8a
b
49
50
Pledges receivable
48a
2 9,
Less allowance for doubtful accounts
48b
Grants receivable
Receirables from officers, directors . trustees. and key employees
(attach schedule)
Other notes and loans receivable (attach
schedule)
57a
Less allowance for doubtful accounts
57b
Inventories (or sale or use
Prepaid expenses and deferred charges
t a Cost
~
Investments-seamoes
SEE STMT 5
Investrnents-land, buildings, and
equipment basis
SSa
Less accumulated depreciation (attach
schedule)
SSb
Investments-other (attach schedule)
Land, buildings, and equipment basis
1 57,
185 ,
Less accumulated depreciation (attach
schedule)
57b
125 ,
Other assets (descnbe
"
SEE STMT 6
)
57a
52
53
58
e
s
NF
eu
t
d
q
s B
s 18
et a
sn
e
ry
59
60
61
62
63
64a
b
65
Page 3
58-1518182
67a
b
56
57a
b
PARTNERSHIP
45
46
a
b
EDUCATION
54
SSa
WAKE
(A)
Be ginning of ear
222 , 805
47a
47b
46
100
29 , 100
40 , 000
50
Fttv
57e~
52
53
632 , 516 54
266
077
591 . 827
55,
56
67 , 198 57c
47 , 429 58
1 , 184 , 526
99 , 998
59
60
61
62
63
64a
64b
65
60 , 189
28 , 137
775 , 112
45 , 419
1-5
, 000
99 , 998
66
60 , 419
209 , 955
284 , 751
589 , 822
67
ss
ss
-61 , 538
186 , 409
589 , 822
70 `
71
72
''
1, 0 84,528 ''73'
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a
particular organization How we public perceives an organization in such uses may be determined by the information presented
on it return Therefore, please make sure the velum is complete and accurate and fully describes, m Part III, the organization's
programs and accomplishments
DAA
25 , 859
47c
66
Total liabilities ( add lines 60 throug h 65 )
Organizations that follow SFAS 117, check here " W and complete lines
67 through 69 and lines 73 and 74
67
Unrestricted
69
Temporarily restricted
ss
Permanently restricted
Organizations that do not follow SFAS 117, check here
" Q and
complete lines 70 through 74
70
Capital stale, trust principal . or current funds
77
Paid-in or ca pital surplus, or land, building, and equipment fund
72
Retained earnings, endowment, accumulated income, or other funds
73
Total net assets or fund balances (add lines 67 through 69 OR lines
70 through 72,
column (A) must equal line 19, column (B) must equal line 21)
45
(B)
End of ear
714,693
1MEP
rORII`J`JU
LUUI
w1Pairt,N,"A`
"A&6
a
b
"
1:LU1:H11V1V
investments $
1 , 156 , 913
'
(7)
(2)
"
"
"T
"
"
(3)
'
"
967
1 1 199 , 880 c
d
(4)
-42
-42 , 967
Bo.
Fa ci e 9
78-171610L
c
d
YAl(1"1Y151CArilY
, ,
1 , 526 , 7 4 8
,
, .
$
Add amounts on lines (t) through (a)
Line aminus line b
Amounts included on line 17,
Forth 990 but not on line a
1
1
'b
c
$
Add amounts on lines (1) and (2)
1
Total expenses per line 17, Forth 990
1 , 526 , 748
"
`'
a
pmecplus line dl
1 I eI
1,199,880I
(hnecplus line d)
1 e
1 .526 .748
Party
List of Officers, Directors, Trustees, and Key Employees (List each one even ii not compensated, see Specific
Instructions on pa ge 26 )
M . AN'T'HONY HABIT
706 HILLSBOROUGH ST , RALEIGH , NC
HUGH ALLEN
PO BOX 3008
RALEIGH NC 27602
NANCY H . ANDREWS
3412 LANDOR RD
RALEIGH NC
JOSEPH T . HARROW
PO BOX 13582
RTP NC 27709
KENNETH A . BLACK
PO BOX 27131
RALEIGH
NC 27611
ROBERT 8 . BRANCH
1005 HIGH HOUSE ROAD
CARY NC
KIP CATON
6600 JOHNSON POND RD
FU UAY-VARINA
WILLIAM J . DONOVAN
PO BOX 13010
RTP
27709
JOHN N . DORNAN
3739 NATIONAL DR #210
RALEIGH , NC
SEE STATEMENT 7
75
DM
to average
hours per
week
(B)
devoted
sltlon
PRESIDENT
40
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
DIRECTOR
AS NEEDED
(C) Compensation
(DP ~nbb ~
(E) Expense
em Iovee Denefii
plans 8 deferred
a~lIoxancesNer
94 , 710
8 , 331
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 wan $10,000 was provided by the related organizations?
If 'Yes," attach schedule-sea Specific Instructions on page 27
0,
Yes
No
4JEP
Part VV
Other Information See S p ecific Instructions on pag e 27
78
Did the org9nizahon engage in any activity not previously reported to the IRS? II 'Yes," attach a detailed description of
each activity
77
Were any changes made in the organizing or governing documents but not reported to the IRS?
If 'Yes," attach a conformed copy of the changes
7Ba Did the organization have unrelated business gross inc of $1000 or mope during the year covered by this return'?
b If 'Yes," has it filed a tax return on Form 990-7 for this yeah
79
Was there a liquidation, dissolution, termination, or substantial contraction during the year? If 'Yes ." attach a
statement
80a Is the organization related (other than by association with a statewide or nationwide organization) through common
Yes
76
77
N/A
78a
78b
b
83a
b
Bda
b
c
d
e
f
g
h
86
87
b
b
88
89a
b
c
d
90a
b
91
92
DM
NC
Section 4947(a)(1) nonexempt charitable trusts filing Form 990 in lieu of Form 1041-Check here
and enter the amount of tax-exempt interest received or accrued during the fax year
X
X
XV V
79
membership, governing bodies, trustees, officers, etc , to any other exempt or nonexempt organization?
BOa
b If 'Yes .' enter the name of the organization
t
WAKE CO . BOARD OF EDUCATION & WAKE C
81a
b
82a
......
No
81b '
82a
83a ` X
83b
X
84a
84b5
BSa
BSb
,
85,
BSh
'
88
89b JX
0
10
%VEP
a
b
Amount
(E)
Related or
exempt function
Amount
c
d
a
f Medicare/Medicaid payments
g Fees and contracts from government agencies
94 Membership dues and assessments
95 Interest on savings and temporary cash investments
96 Dividends and Interest from securities
97 Net rental income or (loss) from real estate
a debt-financed property
b not debt-financed properly
98 Net rental income or (loss) from personal property
99 Other investment income
100 Gain or (loss) from sates of assets other than inventory
101 Net income or (loss) from special events
102 Gross profit or (loss) horn sales of inventory
703
b
c
Other revenue
MISCELLANEOUS INCOME
d
104
105
Part Y[I)
Line No
282 .297
Relationshi p of Activities to the Accom p lishment of Exem p t Pur p oses ( See S pecific Instructions on pa ge 32
Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to we accomplishment
ZATION'
on
of
Please
Sign
Here
' SIpnaNrealof
T)T2 or print n;
Paid
Preparer's
Use Only
DPA
Preparcfs
s. nature
Fo-m "sname
if sauempd
223 US HIGHWAY
Nature of activities
on oa 33
WEP
SCHEDULE A
(Form 990 or 990-EZ)
2001
Employer Identification number
170-171010L
DAVID LANE
VP
VALERIE BROWN
VP OF PRGRMS
aso~ooo
Part It
ll~ I
OF
(d) ConInbWons to
employee ben plans 8
deferred com nsahon
(c) Compensation
(e) Expense
account and other
allowances
DEVLMT
" "
Compensation of the Five Highest Paid Independent Contractors for Professional Services
See page 2 of the mstr List each one whether individuals or firms If there are none enter "None "
(a) Name and address of each independent contractor paid more than $ 50 000
(c) Compensation
JOE PEEL
DAA
weP
Part Ilk
1
Yes I No
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 referendums If 'Yes ; enter the total expenses paid
or incurred in connecLOn .wilh the lobbying activities
15
(Must equal amount on line 38.
Part VI-A, or line I of Part VI-B )
Organizations that made an election under secton 501(h) by filing Forth 5768 must complete Part VI-A Other
organizations checking 'Yes ." must complete Part VI-B AND attach a statement giving a detailed description of
the lobbying activities
During the year, has the organization, either directly or indirectly, engaged in any of we following acts with any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or
with any taxable organization with which any such person is affiliated as an officer, director trustee, masonry
owner, or principal beneficiary? (If the answer to any question is 'Yes," attach a detailed statement explaining the
transactions )
Sale, exchange, or leasing of property
SEE PART V,
2a
FORM 990
3
4
Does the organization make grants for scholarships, fellowships, student loans, etc 7 (See Note below )
Do you have a section 403(b) annuity plan for your employees
Note Attach a statement to explain how the organization determines that individuals or organizations receiving gents
Part N
Reason for Non-Private Foundation Status (See pages 3 through 6 of the instructions )
The o aniza6on is not a private foundation because it is (Please check only ONE applicable box )
5
6
7
8
9
and state
M
organization operated for the benefit of a college or university owned or operated by a governmental unit Section 170(b)(1)(A)(iv)
E]
(Also complete the Support Schedule in Part IV-A )
71a ~ M 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 we Support Schedule in Part IV-A )
11b a A community trust Section 170(b)(1)(A)(vi) (Also complete the Support Schedule in Part IV-A
12
M organization that normally receives (1) more than 33 1/3 "A, of it support from contributions, membership fees, and gross
receipts from achhhes related to its charitable, etc, functions-subject to certain exceptions, and (2) no more than 33 7/3Y. of
ifs support from grass investment income and unrelated business taxable income (less section 511 tax) horn businesses acquired
by the organization after June 30 1975 See section 509(a)(2) (Also complete the Support Schedule in Part IV-A )
73
0 M organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations
described in (1) lines 5 through 12 above, or (2) section 501(c)(4), (5), or (6), it they meet we test of section 509(a)(2) (See
70
14
I 1 M organization organized and operated to test for public safety Section 509(a)(4) (See page 6 of the instructions I
DAA
Schedule A (Form 990 or 990fZ) 2001
weP
Page 3
15
. . . .
76
17
Ihaorganiubon'scharitable etc,purpose
18
19
20
21
ZZ
26
204
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 for 1997 through 2000 exceeded we
amount shown in line 26a Do not file this list with your return Enter the total of all these excess amounts
c Total support for secGOn 509(a)(1) test Enter line 24, column (e)
d Add Amounts from column (e) for lines
18
2 04 , 4 9 9
19
22
4,426
26b
519,102
111.
t
10
N/A
(2000)
(1999)
(1998)
(1997)
b For any amount included in line 17 that eras received from each person (other than disqualified persons'), prepare a list for your records to
show the name of, and amount received (or each year, that was more wan the larger of (t) the amount on line 25 for the year or (2) E5,000
(Include in the list organizations described in lines S 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 (2), enter the sum of these differences (the excess
amounts) for each year
N/A
(2000)
(1999)
(1998)
(1997)
c Add Amounts horn column (e) for lines
15
16
17
20
21
1 27c
d Add Line 27a total
and line 27b total
1 27d
e Public support (line 27c total minus line 27d total)
1 27e
" 27f
T Total support for section 509(a)(2) lest Enter amount on line 23, column (e)
" 27
g Public support percentage (line 27e (numerator) divided by line 27f (denominator))
%
h Investment Income percentage (line 18, column (e) (numerator) divided by line 27f (denominator))
27h
%
Unusual Grants For an organization desrnbed in line 10, 11, or 12 that received any unusual gents during 1997 through 2000,
28
prepare a list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief
description of we nature of the grant Do not file this list with your return Do not include these grants in line 15
DM
Schedule A (Form 990 or 990Z) 2001
WEP
Page a
Qces we organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with we public dealing with student admissions,
programs, and scholarships
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the penod of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes we policy known [o all parts of the general community it serves
If 'Yes," please describe, if "No .* please explain (If you need more space, attach a separate statement )
30
31
32
58-1518182
33
Use of facilities?
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 )
34a
Does we organization receive any financial aid or assistance from a governmental agency?
Does the organization certify that it has complied with the applicable requirements of sections 4 01 through 4 OS of Rev
Proc 7550 . 1975-2 C B 507 . covenna moat nondiscrimination? If 'No' attach an exolanahon
Schedule A (Form 990 or 900-EZ) 2007
DM
wEP.
Schedule n (Form 990 or 990-EZ) 200
WAKE EDUCATION PARTNERSHIP
58-1518182
Part V1-A
Lobbying Expenditures by Electing Public Charities (See page 9 of the instructions )
1 a
I I
Check " b
I I if
42
43
46
Page 5
7o be wmple1ed
for ALL electing
orgamZd4on5
1 , 277
202
(Some organizations that made a section 501(h) election do not have to complete all of the five columns below
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or
(a)
Ibl
(c)
(e)
Idl
DAA
a e 12 of the instr
Yes
No
N/A
Amount
weP.
Schedule A (Form 990 or 990
.EZ) 2001
WAKE EDUCATION PARTNERSHIP
58-1518182
Relationships
VII
Information
Regarding
Transfers
To
and
Transactions
and
With
Noncharitable
Part
Exempt Organizations (See page 12 of the instructions )
51
Page 6
Did we reporting organization directly or indirectly engage in any of the following with any other organization described in section
501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations'?
a Transfers from the reporting organization to a nonchantable exempt organization of
Cash
(I)
(II) Other assets
b Other transactions
(I) Sales or exchanges of assets with a noncharitable exempt organization
(il) Purchases of assets from a nonchantable exempt organization
(ii) Rental of faali6es, equipment, or other assets
(Iv) Reimbursement arrangements
(v) Loans or loan guarantees
(vi) Performance of services or membership or fundraising solicitations
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the
goods, other assets or services given by the reporting organization I( the organization received less than fair market value in any
(a)
52a
ora
lbl
Ic)
Is the organization directly or indirectly affiliated with, or related lo, one or more tax-exempt organizations
described in section 501(c) of the Code (other wan section 501(c)(3)) or in section 527
(d)
1111'
[]
Yes
No
~NEP
Form
990
30
Name
02
2001
(A)
(C)
(B)
Others
Total
Gross receipts
186,263
5,931
5,680
7,034
204,908
Less contributions
139,703
139,703
46,560
5,931
5,680
7,034
65,205
46,560
5,931
5 .680
7,034
65,205
Gross revenue
Less direct expenses
Net income (loss)
Descriptions
A)
PIECES OF GOLD TICKET SALES
B)
T-SHIRT SALES
C)
VIDEOTAPES
Others
FLOWER SALES
MESSAGES
OTHER ACTIVITIES
WEP
2001
Forth
990/990-PF
Name
Onginal amount
borrowed
Date of loan
Maturity
date
Repayment terms
Balance due at
beginning of year
Interest
rate
Balance due at
end of year
wEP
Form
4562
Name(s)snomonretum
2001
!oarate instructions
Identifying number
5R-'I S1 R1 A :
INDIRECT DEPRECIATION
Part t
Election To Expense Certain Tangible Property Under Section 179
Note. If you have an listed property, com plete Part V before you com plete Part I
1
2
3
4
Maximum amount See page 2 of we instructions for a higher limit for certain businesses
Total cost of section 179 property placed in service (see page 3 of the instructions)
Threshold cost of section 179 property before reduction in limitation
Reduction in limitation Subtract line 3 from line 2 If zero or less, enter -0-
$24 , 000
3
~ 4
$200 , 000
Dollar limitation for lea year Subtract line 4 from line 1 II zero or less enter-0- If marred fillnq separately see pg 3 0l lie Instr
1
2
7
8
9
10
11
12
p
f
,.
8
9
10
77
12
V
14
Special depreclaUOn allowance for certain property (other than listed property) acquired attar Sept 70 2001 (see pg 3 of the mstr )
15
77
18
AAACRS deductions for assets placed in service m tax years beginning before 2001
II you are electing under section 168(1)(4) to group any assets placed in service during we tax
(d) Recovery
I
roAM
I (e) Convention
(f) Method
f
h
Residential rental
Nonresidential real
S/L
MM
g/~
MM
S/L
12
" rarc Iv =
21
22
23
summa
21
22
32
6 04
Statements
Statement 1 - Form 990. Part I, Line 8c - Sale of Assets Other Than Inventory - Securities
Desc
Date
Acquired
VARIOUS STOCKS AND BONDS
VARIOUS
Date
Sale
Sold
VARIOUS $
TOTAL
How
Recd
Whom
Sold
Cost 8
Pnce
Expense
PURCHASE
Gain/
Deprec
-Loss
56,514
56,540
-26
56,5 14
56,540
0 $
-26
Form 990, Part I, Line Sc - Sale of Assets Other Than Inventory - Other
How
Recd
Desc
Date
Date
Sold
Acquired
DUPLEXING UNIT FOR HP LASERJECT 55E
7/01/98 12/01/01
TOTAL
$
$
Whom
Sold
Sale
Cost 8
Pnce
Expense
PURCHASE
Deprec
529 $
529 $
0 $
529 $
529 $
Gam/
-Loss
Statement 2 - Form 990. Line 20 - Other Changes in Net Assets or Fund Balances
Descnption
Amount
$
$
-42,967
-42,967
1-2
Statements
Statement 3 - Form 990, Part II, Line 22 - Grants, Allocations, and Contributions
Description
SEE ATTACHED SCHEDULE
TOTAL
Cash
Contribution
$
234,152
Noncash
Contribution
$
234,152
Descnption
EXPENSES
DUES & SUBSCRIPTIONS
PROFESSIONAL FEES
OTHER SUPPLIES
MISCELLANEOUS
IN-KIND EXPENSES
BAD DEBT EXPENSE
TOTAL
Program
Service
S
FundRaising
Mgt &
General
S
5,950
261,887
7,554
7,640
57,003
893
3,158
242,968
5,285
4,004
44,898
340,927 $
300, 3 1 3 $
S
183
2,369
433
2,507
218
893
6,603 $
2,609
16,550
1,836
1,129
11,887
34,011
3-4
58-1518182
State-_Zlp _
NC
27601
NC
27591
NC
27606
NC
27529
NC
27529
NC
27605
NC
27610
NC
27605
NC
27614
NC
27610
NC
27605
NC
27511
NC
27560
NC
26714
NC
27601
NC
27609
NC
27545
NC
27606
NC
27606
NC
27616
NC
27605
NC
27591
NC
27603
NC
27613
NC
27601
NC
27612
NC
27502
NC
27609
NC
27614
NC
27613
NC
27615
NC
27591
NC
27609
NC
27502
NC
27529
NC
27502
NC
27615
Kenan Institute
NC
Raleigh
First Name
Lest Name
Jim
Baker
Nancy
Carry
Raymond
DePnest
Jane
Force
Chris
Frasier
Dayna
Jordan
Patricia
Ligon
Mary
Miller
Jeftery
Richardson
Linda
SVOUA
Stale
NC
NC
NC
NC
$
$
$
$
$
S
$
$
$
$
E
$
$
$
$
$
E
E
$
E
E
$
E
$
$
$
$
$
$
$
$
E
$
$
$
$
$
$
27695 $
Zip
27606
27501
27609
27607
21p _
27604
27501
27605
27608
27609
27606
27605
27605
27604
27607
E
$
$
$
$
AdiountSay
75000
2,45896
2,50000
50000
1,73000
1,54000
249800
250000
1 78000
70000
1,45000
1 95000
1,00000
1,80000
1 .50000
215000
1,64910
1,65000
2 .50000
65000
2 .50000
2,50000
2 .50000
65000
90000
2,50000
1,53899
1,50000
98800
1,14800
2,50000
2 .00000
53000
1,50000
70000
72500
904 BB
58,24093
18,083 50
Amount 7
25000
25000
25000
25000
1,000 00
T~Amount
E
25000
20000
E
E
20000
20000
$
20000
$
E
20000
20000
E
5
20000
$
20000
25000
$
Krysta
Sharon
Tyndall
Winzeler
First Name
Barbara
Last Name
Nichols
Raleigh
Raleigh
NC
NC
State
NC
27605 $
27615 $
$
20000
20000
2 .500 00
27511 $
Amount
5,00000
E
E
$
$
$
$
$
$
$
$
f
Amount 50000
50000
25000
50000
50000
25000
1,00000
25000
25000
50000
4,50000
E
$
$
E
$
E
$
$
$
$
$
$
$
$
$
E
$
$
E
$
$
2,50000
5,00000
5 .00000
2 .50000
2 .50000
2,50000
5,00000
2,50000
2.50000
5.00000
2,50000
5,00000
5,00000
5.00000
5,00000
2,50000
2.50000
2,50000
2,50000
2,50000
70,000 00
Date
3/78002
5/12002
Berube
Blackwell
Crain
DuBay
Gregory
Hanrahan
Hesler
Hill
Ligon
down
Massengill
Moser
Porch
Riordan
Smith
Thibodeaux
Thompson
Wheeler
Winzeler
Woody
Raleigh
Raleigh
Benson
Cary
Cary
Cary
Durham
Raleigh
Raleigh
Willow Springs
NC
NC
NC
NC
NC
NC
NC
NC
NC
NC
27615
27606
27504
27511
27511
27511
27713
27615
27615
27592
Raleigh
Raleigh
Durham
Cary
Efland
Cary
Raleigh
Raleigh
Cary
NC
NC
NC
NC
NC
NC
NC
NC
NC
27613
27609
27712
27511
27243
27513
27604
27615
27513
iaEdDe_slgnatlo-- .
Pieces of Gold Participants (8000-500)
School Community Challenge (8000-401 )
; First Nam
e;,Last Name
Newspapers In Education,
PO Box 191
Awards to WCPSS
E
E
L
Amount
290000
8.40000
11,300 00
$
NC
t~Z'I~
p '-amount
.
27602 $
77,409 23~
S tate,
NC
p
I
:~i
27612 S
8 .50000
Lisa
Harriette
Bob
Dan
Lundie
Hiller
Harriet
Grable
Griffin
Kelly '
Richter
Spence
Spires
Stubbs
FIrstName
Nancy
Jenny
Sofi
Michelle
Pete
Calvin
Caroline
Abby
Beverly
Kim
~LastName
Barkan
Rennet
Frankowske
Harrell
LaMOreaux
Mills
Richardson
Slolsenberg
Vance
Willoughby
Raleigh
Raleigh
Cary
Durham
Raleigh
Raleigh
Raleigh
NC
NC
NC
NC
NC
NC
NC
27607
27608
27511
27705
27607
27608
27612
$
$
$
E
$
S
$
f
2,50000
5,00000
5,00000
2,50000
2,50000
250000
250000
40,000 00
240,03366
2,50000
801 56
75000
1,83030
234,757 82
Statements
Description
US AND STATE GOVERNMENT
COMMON STOCKS
U .S
& CORPORATE BONDS
End of
Year
209,815
422,701
187,757
404,070
632,516
591,82 7
Basis of
Valuation
MARKET
MARKET
Descnption
INTEREST RECEIVABLE
OTHER RECEIVABLES
TOTAL
End of
of Year
Year
5,535
41,894
4,308
23,829
47,429
28,137
5-6
Statements
Statement 7'- Form 990, Part V - List of Officers, Directors, Trustees, and Key Employees
Name
Address
Title
WILLIAM U
FLETCHER
MICHAEL T
GALLAGHER
LYNNE G . GARRISON
TIMOTHY S . GOETTEL
PATRICIA R
RICHARD L
HEAD
HENDERSON
RICK L . HOUSER
LARRY M . JORDAN
GARY K
JOYNER
JEFFREY P
HUGH D
LEE
LITTLE
WILLIAM R .
MCNEAL
CHARLES G .
MORELAND
JOHN P . MORAITES
BRAD PHILLIPS
HANNAH N .
ALVIN G
POTEAT
RAGLAND
WALTYE RASULALA
BILLIE J . REDMOND
JOHN L .
ANN L
RIGSHEE
ROLLINS
BYNUM SATTERWHITE
WALTER C
SHERLIN
JOSEPH N
SPRZNGER
DELORES M . STEELE
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
Average
Hours
Compensation
Benefits
Expenses
Name
Title
KATHERINE K .
RICHARD A
ANN B
THOMAS
URQUHART
WALDO
HARDY R
WATKINS
ANNETTE O . WATSON
SHERRY C
WORTH
M . CARTER WORTHY
ELIZABETH P . WRAY
III
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
DIRECTOR
Statements
Average
Hours
Address
Compensation
Benefits
Expenses
Statements
W4P1
, 8868
(December 2060)
oMeNO ,KSo3
Iryou are filing for an Automatic ldvlonth Extension, complete only Part] and check this box
II you are filing (or an Additional (not automatic) 3-Month Extension, complete only Part II (on page 2 0! this form)
Note Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed
Form 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 l only
All other corporauonre(indyding Form 990-C filers) must use Form 7004 to request an extension of time to file income tax
Type or
" 0
print
File by the
due date for
filing your
return See
Instructions
-ZS1e182
L-1. " ..
City, town or post office state, and ZIP code For a foreign address see instructions
Check type of return to 6o filed (file a separate application for each return)
Form 990
nH Form 990-T (corporation)
Forth 990-BL
Forth 990-T (sec 407(a) or 408(a) trust)
Form 990
.7 (trust ether than above)
I Forth 990-EZ
Form 4720
Form 5227
Form 6069
if the organization does not have an office or place of business m the United States, check this box
If this is for a Group Return, enter the or anizalion's four digit Group Exemption Number (GEN)
for the whole group Uieck Ihis box
"
If i1 is for part of the group check this box
" []
If this is
I request an automatic 3-month (6-month, for 990-T corporation) extension of lime until
_ 2 /17/0 3
to file the exempt organization return for the organization named above The extension is for the organizations return for
calendar year
or
_ 7/0101
and ending
- 6/30L02
3a
If this application is for Form 990-BL 990-PF 990-T 4720 or 6069, enter the tentative lax, less any
nonrefundable credits See instructions
If this application is for Forth 990-PF or 990-T, enter any refundable credits and estimated tax payments
made Include any prior year overpayment allowed as a credit
Balance Due Subtract line 36 from line 3a Include your payment with this form or if required deposit
with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See
b
c
instructions
0 Initial return
a Final return
$
$
Under penalties of penury, I declare that I have examined this form including accompanying schedules and statements, and to the best of my
knowledge and belie) it is true correct, and complete, and that I am authonzeA to prepare this form
For
II15WCt1011
RECENED
SEC 2 0 2002
OGDEtd, UT
OM