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:YEP

For  990

OMB No 1545-0047

Return of Organization Exempt From Income Tax

2001

Under section 501(e), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
A

For the 2001 calendar


Plea!
use II
Address change
label
Name change
print
type
initial return

Check if apphwble

Final velum

Amended return
Application
pending

See
Spxll
Insw
tion

, or tax year beginning


C Name of organization

and

Organization type
(check onlv onel

H(a)
H(b)

Direct public support

Indirect public support

Government contributions (grants)

}~

Total (add lines 1a through 1c) (cash $

T
w
rq

"f4

Dividends and interest from securities

Be

6b

Net rental income or (loss) (subtract line 6b from line 6a)


Other investment income (describe

110,

Gross amount horn sales of assets other

Securities

than inventory

Less cost or other basis and sales expenses

56
~

Special events and activities (attach schedule)


Gross revenue (not including

514
540

56

Net gain or (loss) (combine line 8c, columns (A) and (B))
$

contributions reported on line 1a)

139 , 703

SEE STMT
of

Less direct expenses other than fundraising expenses

18

N y

19

~ at
s

20

Gross sales of inventory, less returns and allowances

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

d the organization is not required

Less cost of goods sold

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

Is mis a sepaate return fled by an

Enter 4-du
Check 1

noncash $

6a

27

1
M

Less rental expenses

Gain or (loss) (attach schedule)

Hid)

Gross rents

N/A

EiS~

'e~rNIA

Interest on savings and temporary cash investments

on

850,311

X
P
B
n
s
e
s

u'ves'enrerno otaKaiates

0 Yes

(if 'NO-aft a list See instr I

1e

n
u

17

Is this a group velum for affiliates?

Cash

Other (specify)

Program service revenue including government tees and contracts (from Part VII line 93)

892 ,1

Membership dues and assessments

Accounting method Lf

1b

6a

H(c) Am all affiliates included?

Telephone number

H and I era not applicable to section 527 orpanizabons

Contributions, gifts, grants, and similar amounts received

Accrual

ileSecUon 501(c)(3) organizations and 4947(a)(7) nonexempt

~_

R1

Employer to number
SA-7 5'I A 'I A2

City or town, slate or country, and ZIP + 4

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)

busts must attach a completed Schedule A (Forth 990 or S


J

open to Public

10,

~ 10b

Other revenue (from Part VII, line 703)

Program services (horn line 44, column (B))

Management and general (horn line 44, column (C))


Fundraising (from line 44, column (D))
Payments to affiliates (attach schedule)

Total expe nses add lines 16 and 44 column A

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

For Paperwork Reduction Apt Notice, see the separate Instructions


DM

SEE STMT

1~

Form 990 (2001)

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 $

>

23 Specific assistance to individuals


24 Benefits pale to or for members

25 Compensation of officers directors etc

37 Equipment rental and maintenance


40 Conferences, conventions, and meetings
43 Other expenses not covered above (itemize)

44 Total IuncUOnal expenses (add Gnes 27

Joint Costs Check 1

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

if you are follovnng SOP 98-2

11

625

100 , 244

686

715
24 , 464

(iii) tie amount allocated to Management and general

Part III,

, 060

, 625

189
501

6 , 603

34 , 011

1,526748

1277,696

42,572

206,480

I 44I

$
$

(II) the amount allocated to Program services


and /rv) the amount aAOCaled to Fundraising

Statement of Prog ram Service Accom p lishments See S p ecific Instructions on

What is the organization's primary exempt purposes

1 IMPROVE WAKE COUNTY PUBLIC SCHOOLS

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?

If 'Ves' enter (i) the aggregate amount of mesa join( costs

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

35 Postage and shipping

, 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

30 Professional fundraising lees

, 710

(D) Fundraising

515

27

2e Other employee benefits


29 Payroll taxes

94

346

26

27 Pension plan contributions

c
d
a

23
24

25

z6 Other salaries andwages

234 , 152

zz

Page 2

and (4) organizations


a e 21

THE ORGANIZATION SPONSORS TEACHING AWARDS TO PROMOTE

$
$

page

24

Yes

NO

Program Service

Expenses

(Required for 501(c)(3) and

(a) orgs and 4947(a)(1 )


trusts, buy optional for
others I

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

balance Sheets (See Specific Instructions on page 24 )

67a
b

56
57a
b

PARTNERSHIP

45
46

a
b

EDUCATION

Where required, attached schedules and amounts within the description


column should be for end-of-year amounts onl y
Cash-non-interest-beanng ~
Savings and temporary cash investments

54
SSa

WAKE

(A)
Be ginning of ear
222 , 805

47a
47b

46

100

154 , 578 48e'


60 , 000 49

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

Total assets add lines 45 throug h 58 must e q ual line 74


Accounts payable and accrued expenses
Gents payable
Deterred revenue
Loans from officers, directors, trustees, and key employees (attach
schedule)
Tax-exempt bond liabilities (attach schedule)
Mortgages and other notes payable (attach schedule)
SEE WORKSHEET
Other liabilities (describe
"
)

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

Total revenue, gains, and other support

per audited financial statements ~

Amounts included on line a but not on


line 12, Forth 990
(7) Net unrealized gains on

investments $

. Part IV-B, '

1 , 156 , 913
'

Total expenses and losses per

Amounts included on line a but not


on line 17, Forth 990
Donated services and use
of facilities
$
Prior year adjustments
reported on line 20,
Forth 990
$
Losses reported on line 20,
Forth 990
$
Other (specify)

(7)

Line aminus line b


Amounts included on line 12,
Forth 990 but not on line a
(1) Investment expenses
not included on line 6b,
Forth 990
f
(2) Other (specify)
$
Add amounts on lines (7) and (2)
Total revenue per line 12, Form 990

(2)
"

"

"T

"

"

(3)
'

"

967

1 1 199 , 880 c
d

(4)

-42

Reconciliation of Expenses per Audited


Financial Statements with Expenses per
Return

-42 , 967

Add amounts on lines (1) through (4)

Bo.

Fa ci e 9

78-171610L

Reconciliation of Revenue per Audited


Financial Statements with Revenue per
Return See S pecific Instructions a e 26

(2) Donated services and use


of facilities
$
(3) Recoveries of prior
year grants $
(4) Other (specify)

c
d

YAl(1"1Y151CArilY

, ,

audited financial statements

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

(1) Investiment expenses


not included on line 6b,
Form 990
$
(2) Other (specify)

"

`'
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 )

Name and address

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

(K not paid, ante

(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

Form 990 (200>)

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

and check whether it is


~ exempt OR a nonexempt
Enter direct or indirect political expenditures See line 81 msV
81a
Did the organization file Form 7720-POL for this year?
N/A
Did the organization receive donated services or the use of materials, equipment, or fadlitles at no charge
or at substantially less than fair rental value?
If 'Yes," 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
Did the organization comply with the public inspection requirements for returns and exemption applications?
Did the organization comply with the disclosure requirements relating to quid pro quo contributions?
Did the organization sober any contributions or gifts that were not tax deductible?
If 'Yes," did the organization include with every solicitation an express statement that such contributions
or grits were not tax deductible?
N/A
501(c)(4), (5), or (6) organizations a Were substantially all dues nondeductible by members?
N/A
Did the organization make only in-house lobbying expenditures of $2,000 or less
N/A
If 'Yes' was answered to either 85a or BSb, do not complete 85c through BSh below unless the organization
received a waiver for proxy fax owes for the poor year
Dues, assessments, and similar amounts from members
BSc
Section 162(e) lobbying and political expenditures
85d
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices
85e
Taxable amount of lobbing and political expenditures (line BSd less 85e)
85f
Does the organization elect to pay the section 6033(e) lax on the amount in 85P?
N/A
If section 6033(e)(1)(A) dues notices were sent, does the organization agree m add the amount m 85f to its reasonable
estimate of dues allocable a nondeductible lobbying and political expenditures for the following tax yeaft
N/A
501(c)(7) orgs Enter a Initiation fees and capital contributions included on line 12
86a
Gross receipts, included on line 12, for public use of club facilities
86b
501(c)(12) orgs Enter a Gross income from members or shareholders
87a
Gross income from other sources (Do not net amounts due or paid to other
sources against amounts due or received horn them )
87b
Al any time during the year, did the organization own a 50h or greater interest in a taxable corporation or
partnership, or an entity disregarded as separate from the organization under Regulations sections
301 7701-2 and 301 7701-37 If 'Yes,* complete Part IX
501(c)(3) organizations Enter Amount of tax imposed on the organization during the year under
section 4911 1
0 , section 4912 .
0 , section 4955 .
0
507(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 horn a poor year? If "Yes ; attach
a statement explaining each transaction
Enter Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4912, 4955, and 4958
1
Enter Amount of fax on line 89c, above, reimbursed by the organization
1
List the slates with which a copy of this return is filed
1 NONE
Number of employees employed in the pay period that includes March 12, 2007 (See instructions
90b

The books are in care of


" CARLEB WHITE
Laatedat 1 706 HILLSBOROUGH ST, RALEIGH,

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

Telephone no " 919-821-7609


21P+41 27603
10-1 92

Form 990 (2001)

%VEP

Note Enter grQSS amounts unless otherwise


mdiiialed
93 Program service revenue

a
b

572 513 or57


Busrtieucodel

Amount

(E)
Related or
exempt function

Amount

CNTRCT FOR .SVCSRBIMHURSSMNT

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

Subtotal (add columns (B), (D), and (E))


Total (add line 104, columns (B), (D), and (E))

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

receive any lands directly or indirectly

year, pay premiums, directly or in

Please
Sign
Here

and ballet it is true,

that I lava examined this return inUi


iplele Declaraboin 04 pparer (other

' 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)

Organization Exempt Under Section 501(c)(3)


(Except Private Foundation) and Section 501(e), 5010, 501(k),

507(n), of Section 4947(a)(1) Nonexempt Charitable Trust


Supplementary Information{See separate instructions )

2001
Employer Identification number

Name of the organization

170-171010L

Employees Other Than Officers, Directors, and Trustees


i one If there are none enter "None "

(a) Name and address of each employee paid more


Iran $50 000

(D) Title and average hours


per week devoted to position

DAVID LANE

VP

VALERIE BROWN

VP OF PRGRMS

Total number of other employees paid over

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

(b) Type of service

(c) Compensation

JOE PEEL

Total number of others receiving over $50,000 for


professional services
b.
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ

DAA

Schedule A (Form 990 or 990-EZ) 2001

weP
Part Ilk
1

Statements About Activities (See page 2 of the instructions )

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

Lending of money or other extension of credit?

Furnishing of goods, services, or faGlihes?

Payment of compensation (or payment or reimbursement of exp a mope than $1 000)?

Transfer of any part of its income or assets

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

A church, convention of churches, or association of churches Section 1170(b)(l)(A)(i)


A school Section 170(b)(1)(A)(ii) (Also complete Part V )
I I A hospital or a cooperative hospital service organization Section 170(b)(1)(A)(iii)
~ A Federal, state, or local government or governmental unit Section 170(b)(1)(A)(v)
A medical research organization operated in conjunction with a hospital Section 170(b)(1)(A)(ni) Enter the hospital's name, city,

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

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

(b) Line number

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

Schedule A (Form 990 or 990-EZ) 2001


WAKE EDUCATION PARTNERSHIP
58-1518182
Part IVA
Support Schedule (Complete only if you checked a box on line 10, 11, or 12 ) Use cash method of accounting

15

Gifts, grants, and contributions


received (Do not include. unusual
grants See line 28 ) . . . . .

. . . .

76

Membership fees received

17

Gross receipts from admissions merchandise


sold or urvices perfornied or furnishing of
facilities in any activity that is related to

Ihaorganiubon'scharitable etc,purpose
18

Gross Inc from Int drviEends amounts


received from pymt on ucunbes
loans (secUOn512(a)(5)) rents royalties 8
unrelated busn taxable inc (less
sec 511 taxes) from businesses acquired
by the olpanl7dtion after June 30 7975

19

Net income from unrelated business

20

Tax iavn levied for the organiza4ori s ben

21

The value of serv or fact furnished to the


orp by a governmental unit without charge
Do not inG the value of sew or tat gen-

ZZ

Other income Attach a schedule Do not

26

Orpaniratlons described on lines 10 or 71

204

a Enter 2% of amount in column (e), line 24

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

e Public support (line 26c minus line 26d total)


27

22

4,426

26b

519,102

111.

t
10

Organizations described on line 72


a For amounts included in lines 15, 16, and 17 that were received from 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 we sum of such amounts for each year

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

Schedule A (Forth 990 or 990-EZ) 2007


WAKE EDUCATION PARTNERSHIP
Part V
Private School Questionnaire (See page 7 of the instructions )
29

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

Does the organization maintain we following


a Records indicating the meal composition of the student body, faculty, and administrative staff?
b Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis?
e Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships
d Copies of all material used by we organization or on its behalf to solicit contrbutions?
If you answered 'No" to any of the above, please explain (If you need more space, attach a separate statement )

33

Does the organization discriminate by race in any way with respect to


a Students' rights or privileges?
b Admissions policies?
c Employment of faculty or administrative staff's
d Scholarships or other financial assistance?
e Educational policies?
f

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?

b Has we organization's right to such aid ever been revoked or suspended


If you answered 'Yes' to either 34a or b, please explain using an attached statement
35

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

if the oroanizahon belongs to an affiliated arouo

Check " b

I I if

~imrts bn Lobbying Expenditures


36
37
38
39
40
41

42
43
46

Page 5

ed "a" and limited control' provisions a pp l.,


(a)
(b)
AffiIaieE group totals

7o be wmple1ed
for ALL electing
orgamZd4on5

[The term "expenditures' means amounts paid or incurred )


expenditures
to influence public opinion (grassroots lobbying)
Total lobbying
Total lobbying expenditures to influence a legislative body (direct lobbying)
Total lobbying expenditures (add lines 36 and 37)
Other exempt purpose expenditures
Total exempt purpose expenditures (add lines 38 and 39)
Lobbying nontaxable amount Enter the amount from we following table.
The lobbying nontaxable amount IsIf the amount on line 40 Isover
$500,000
20% of the amount on line 40
Not
Over $500,000 but not over $1,000,000
$100,000 plus 155'0 of the excess over $500,000
Over $1 000,000 but not over $1,500,000
$175,000 plus 10% of the excess over $1,000,00
Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $7,500,000
Over $17,000,000
$1,000,000
Grassroots nontaxable amount (enter 25% of line 41)
Subtract line 42 from line 36 Enter -0- if line 42 is more than line 36
Subtract line 41 from line 38 Enter -0- if line 41 is more than line 38

1 , 277

202

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
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or

(a)

Ibl

(c)

(e)

Idl

46 Lobbying ceiling amount (150% of

49 Grassroots ceiling amount (150% of

Lobbying Activity by Nonelectmg Public Charities


For re portin g onl y b org anizations that did not com p lete Part VI-A) See
During the year, did the organization attempt to influence national, state or local legislation, including any
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 c through h )
c Media advertisements
d Mailings to members, legislators, or the public
a
Publications, or published or broadcast statements
f
Grants to other organizations for lobbying purposes
p Direct contact with legislators, their staffs, government officials . or a legislative body
h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any oilier means
I
Total lobbying expenditures (add lines a through h )
If 'Yes" to any of the above, also attach a statement giving a detailed description of the lobbying activibes
Part VI-6

DAA

a e 12 of the instr
Yes

No

N/A
Amount

Schedule A (Form 990 or 990-EZ)2001

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

Schedule A (Forth 990 or 990-EZ) 2001

~NEP

Form

990

30

Name

02

2001

Employer Identification Number

(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

Employer Identification Number

Name

Relationship to disqualified person

Onginal amount
borrowed

Date of loan

Consideration famished by lender

Maturity
date

Repayment terms

Balance due at
beginning of year

Interest
rate

Balance due at
end of year

wEP
Form

Depreciation and Amortization

4562

Name(s)snomonretum

2001

(Including Information on Listed Property)

(Rev March 2002)


Department of the 1

!oarate instructions

WAKE SDTJCATION PARTNERSHIP

10'AHach to vour lax retu

Identifying number
5R-'I S1 R1 A :

Business or activity to which this loan relates

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

(a) Descnpoon of property

7
8
9

(b) Cost (busina55 use onry)

(c) Elected cost

Listed prop" Enter the amount from line 29


7
Total elected cast of section 179 property Add amounts in column (c), lines 6 and 7
Tentative deduction Enter the smaller of line 5 or line 8
Carryover of disallowed deduction from line 13 of your 2000 Forth 4562
Business income limitation Enter the smaller of business income (not less than zero) or line 5 (see instructions)
Section 179 expense deduction Add lines 9 and 10, but do not enter more than line 11

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

Property subject to section 1680(1) election (see page 4 of the instructions)

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

(a) Classification of property

Basis for depreuaition


sineWnvesUnent use

(d) Recovery
I
roAM
I (e) Convention

(f) Method

I (y) Depreciation deducbon

f
h

Residential rental

Nonresidential real

S/L
MM

g/~

MM

S/L

12

" rarc Iv =
21
22
23

summa

wee pa ge o or cne mswcuons

Listed property Enter amount from line 28


Total Add amounts from line 12, lines 14 through 17, lines 19 and 201n column (g), and line 21
Enter here and on the appropriate lines of your return Partnerships and S corporations-see instr
For assets shown above and placed in service dunng we current year,
enter we portion of the basis attributable W section 263A costs
I 23

For Paperwork Reduction Act Notice, sae separate Instructions


ore

21
22

32

6 04

Form 4562 (2001 ) (Rev 7-2002)


THERE ARE NO AMOUNTS FOR PAGE 2

WEP WAKE EDUCATION PARTNERSHIP


Federal
58-1518182
FYE 6/30/002

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

UNREALIZED LOSS ON INVESTMENTS


TOTAL

Amount
$
$

-42,967
-42,967

1-2

WEP WAKE EDUCATION PARTNERSHIP


Federal
58-1518182
FYE 6/30/2002

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

Statement 4 - Form 990, Part II, Line 43 - Other Functional Expenses


Total
Expenses

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

Wake Education Partnership

Food For Thought Teacher Grants


(8000-401)
. . .~s--_,
FIratName
' .Last Name
First
_`t'Address
; _
- -C:It-y
-AIiK
J Washington Elem, 1000 Fayetteville St
Raleigh
Shane
Barham
Wendell Elem, 3355 Wendell Blvd
Wendell
Nenssa
Behrmann
Dillard Drive Elem 5018 Dillard Dr
Raleigh
Kimberly
Brown
Creech Road Elem 450 Creech Rd
Garner
Julie
Carrot
Timber Drive Elem, 1607 Timber Dr
Garner
Tracy
Casorso
Wiley Elementary, 301 St Mart's Street
Raleigh
Kristy
Cossett
Fuller Elem, 806 Galloway Dr
Raleigh
Nancy
Daugherry
Broughlon HS . 723 St Mart's St
Raleigh
Brenda
Duvall
Wakefield HS, 2200 Wakefield Pines Dr
Raleigh
Lois
EOwards
Powell Elem, 1130 Marlborough RD
Raleigh
Patrick
Hitesman
Partnership Elem, 601 Devereux St
Raleigh
Anne
HuHman
Cary Elem, 100 Dry Ave
Cary
Sue
Jiang
Green Hope HS, 2500 Carpenter Upchurch Rd
Morrisville
Michele
Jones
Durant Road MS, 10401 Durant Rd
Raleigh
Jane
IGdwell
Washington Elem, 1000 Fayetteville St
Raleigh
Sue
Klarlc
Carroll MS, 4520 Six Forks Rd
Raleigh
Stacey
Klatsky
Durant Road Elem, 9901 Durant Rd
Raleigh
Heather
Layman
Yates Mill Elem, 5993 Yates Mill Pond Rd
Raleigh
Kimberly
Lee
Swift Creek Elem, 5601 Tyron Rd
Raleigh
Nancy
Levin
E Millbrook MS . 3801 Spring Forest Rd
Raleigh
Patricia
Ligon
BroughWn HS, 723 St Mays St
Raleigh
Jack
Lister
E Wake HS, 5101 Roleshlle Rd
Wendell
Sandy
Moore
W Lake MS, 4600 West Lake Rd
Apex
Carolyn
Moser
Leesville Road MS, 8405 Leesville Rd
Raleigh
Nancy
Myers
Hunter Elem, 1018 E Dawe St
Raleigh
Marpo
Nolstad
Stough Elem, 4210 Edwards Mill Rd
Raleigh
Linda
Pamson
Apex HS. 1507 Laura Duncan Rd
Apex
EAvood
Peters
Carroll MS, 4520 Six Forks Rd
Raleigh
Julia
Ruca
Wakefield Elem 2400 Wakefield Pines Dr
Raleigh
Pat
Schweigert
Leesville Road MS, 8405 Leesville Rd
Raleigh
Mn
Slater
N Ridge Elem, 7120 Harps Mill Rd
Raleigh
Susan
Sutton
E Wake HS . 5101 Rolesville Rd
Wendell
Rata
Vermeulen
Millbrook Elem, 1520 E Millbrook Rd
Raleigh
Carolann
Wade
Apex Elem, 700 Tinpen Rd
Apex
Candace
Whitehurst
Timber Drive Elem, 1601 Timber Dr
Garner
Bnan
Whitener
Athens HS, 123 Middle Creek Park Ave
Apex
Susan
Zachary
W Millbrook MS . 8715 SVickland Rd
Raleigh

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

NC State University Bo : 7006

Raleigh

Jenrette Award Money (BOOOd01)


J,First Name' Last Name
.
, ^^
Address
" IH
Nan
JAlexander
1B77PictouRoad
Raleigh
Nancy
Carter
PO Box 1107
Mgier
Richard
Dubois
5819 Whitebud Drive
Raleigh
Wanda
Easley
1015 Brooks Avenue
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

Jenrette p2 Teacher Grants (8000-720)


' Address_ _,~ _ ` , _,L
.~City_~SUte_
3353 IJeplune DnveRaleigh
NC
PO Box 1107
Mgier
NC
Brouphton HS, 723 St Mays St
Raleigh
NC
2212 Byrd Street
Raleigh
NC
6400L The Lakes Drive
Raleigh
NC
1701 LaAys Slipper Court, Apt L
Raleigh
NC
BroughWn HS 723 St Mart's St
Raleigh
NC
Broughton HS, 723 St Mays St
NC
Raleigh
4257 Beacon Heights Drive
Raleigh
NC
2808 Rue Sans Famiie
Raleigh
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

Broughton HS, 723 St Mays St


8921LindenshireRoad

First Name
Barbara

Last Name
Nichols

Jenrette R1 Teacher Grants (8000.710)


Address_
City
208 Ronaldsby Drive
Cary

Raleigh
Raleigh

NC
NC

State
NC

Principal of the Year (800053)


First Name ,'; Last Name - ~^ '
Address
,Ciry~
Marcia
Afford
Lacy Elementary, 1820 Ridge Road
Raleigh
Kathryn
Chontos
Athens Drive High School, 1420 Athens Drive
Raleigh
Laura
Evans
East Wake High School, 5101 Rolesville Road
Wendell
Darryl
Fisher
Wilbum Elementary, 3707 Marsh Creek Road
Raleigh
James
Overman
Leesvilie Road Elementary, 8401 Leesville Road
Raleigh
Lucelia
Selden
West Millbrook Middle School, 8115 Stnckland Road Raleigh
Muriel
Summers
Combs Elementary, 2001 Lorimer Road
Raleigh
Jacqueline
Townes
Northwoo05 Elementary, 8850 Chapel Hill Road
Cary
Vrvian
Wells
Joyner Elementary, 2300 Noble Road
Raleigh
Claude
Willie
West Lake Middle School, 4600 West Lake Road
Apex

27605 $
27615 $
$

20000
20000
2 .500 00

27511 $

Amount
5,00000

Stat e.~ Zlp


NC
27607
NC
27606
NC
27591
NC
27604
NC
27613
NC
27615
NC
27606
NC
27513
NC
27608
NC
27502

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

Karen Fellowshlo Grants IBOOOd701


Laura
June
Julie
Dents
Seven
Holy
Shawna
Heidl
Patricia
Pamela
Deb
Carolyn
Kevin
Lisa
Judy
Judy
Pshli
Sam
Sharon
Connie

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

Millbrook HS, 2201 Spring Forest Road


1613 Roanoke Court
501 Hiking Trail
1429 Huntley Court
1304 Huntwood Lane
201 Walnut Street
3707 Highgate Drive Apt 1
8000 Criswell Crescent
8000 Shillingstone Place
6405 Bridgemont Lane

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

7908 Broad Street


6208 D North Hills Drive
1701 Umstead Road
110 Bvkhave Drive
2207 Setter Lane
11 S2C Abingdon Court
1508 Oakland Hills Way
8921 Lindenshve Road
306 W Johnson Street

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

L iteracy Initiative Grant ( 8000A30)


Address
dlty
Raleigh

Cisco Technolog y Grant (8000407)


First Name ~,~a_stN ame
Address
Hy
_a ;
Carolina Global School House 5026 Holly Ridge Drive
Raleigh

$
NC

t~Z'I~
p '-amount
.
27602 $
77,409 23~

S tate,
NC

p
I
:~i
27612 S
8 .50000

Kenan Mentors (BOOOd70)


First NameLast Na'-me- -, = '^v-~'Address-_,'_
.~ky;~ -~State - Zp1;~ "Amount
Robert
Beichner
8300 Kestrel Drive
Raleigh
NC
27615 $
5,00000
Pat
NC
27514 E
Bowers
202 St Thomas Drive
Chapel Hill
5,00000
Susan
Baler
NC
27513 E
5,00000
tOBFOxcrestCourt
Cary
Pane
Clayton
300 Swiss Lake Drive
Cary
NC
27513 $
2,50000

Lisa
Harriette
Bob
Dan
Lundie
Hiller
Harriet

Grable
Griffin
Kelly '
Richter
Spence
Spires
Stubbs

1628 Dixie Trail


1625 Glenwood Avenue
105 Monarch Way
3206 Lochinvar
929 Marilyn Drive
2624 Fairview Road
601 Blenheim Drive

FIrstName
Nancy
Jenny
Sofi
Michelle
Pete
Calvin
Caroline
Abby
Beverly
Kim

~LastName
Barkan
Rennet
Frankowske
Harrell
LaMOreaux
Mills
Richardson
Slolsenberg
Vance
Willoughby

Protect Lighthouse (BOOOd01)


Address
-,_i-.
Clly
109 Monticello Avenue
Durham
7904 Ocoee Court
Raleigh
2721 Sterling Park Drive
Raleigh
2500 Westham Place
Raleigh
5520 Shady Crest Drive
Raleigh
PO Box 973
Middlesex
116longbndgeDrive
Cary
7713 Fozwood Drive
Raleigh
1304 SIa0leton Drive
Garner
748TreborDrive
Garner

Void check from FFT Grant In FY 2000/2001


--Melissa Burns
Refunds FFT Grants from FY 2000/2001
Stop payment on FFT check from FY 200012007
-Betty Smith
Refund FFT Grants from Fiscal Year 200012007

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

Zlp ___ Aount


y SWIe
NC
27707 !F1
000 00
NC
27612 $
1 00000
27603 $
1,00000
NC
NC
27603 $
1,00000
27613 $
NC
1,00000
27557 $
NC
50000
NC
27511 S
1,00000
NC
27615 $
1,00000
27529 $
NC
1,00000
NC
27529 $
1,00000
$
9 .50000
Sub-Total
2.50000
801 54
75000
1 .83030
Grand total

240,03366

2,50000

801 56

75000

1,83030

234,757 82

WEP WAKE EDUCATION PARTNERSHIP


58-1518182
Federal
FYE 6/30/2002

Statements

Statement 5 - Form 990. Part IV, Line 54 - Investments in Securities


Beginning
of Year

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

Statement 6 - Form 990. Part IV, Line 58 - Other Assets


Beginning

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

WEP WAKE EDUCATION PARTNERSHIP


58-1518182
Federal
FYE 6/30/2002

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

CHARLES A . ROYAL III


C

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

5540-407 CENTERVIEW, DR , RALEIGH


AS NEEDED
1135 KILDAIRE FARM RD #110, CARY, NC
AS NEEDED
PO BOX 2291, DURHAM, 27702
AS NEEDED
PO BOX 109, RALEIGH, 27602
AS NEEDED
8857 WOODY HILL RD, RALEIGH, 27613
AS NEEDED
PO BOX 191, RALEIGH, NC
AS NEEDED
5220 FALLS OF NEUSE ROAD, RALEIGH, N
AS NEEDED
PO BOX 220 APEX, 27502
AS NEEDED
PO BOX 300004, RALEIGH, NC
AS NEEDED
1 HANNOVER SQUARE, STE 201 RALEIGH,
AS NEEDED
1100 CRESCENT GREEN, SUITE 115, GARY
AS NEEDED
3600 WAKE FOREST RD, RALEIGH, NC 276
AS NEEDED
CAMPUS BOX 7003, RALEIGH, 27695
AS NEEDED
200 RICHELIEU DRIVE, GARY, NC
AS NEEDED
10-100 INNOVATION AVE, MORRISVILLE,
AS NEEDED
2301 GADDY DRIVE, RALEIGH, 27609
AS NEEDED
PO BOX 13969, RTP, 27709
AS NEEDED
220 FAYETTEVILLE ST MALL, RALEIGH, N
AS NEEDED
4000 BLUE RIDGE RD #100, RALEIGH, NC
AS NEEDED
104-B FOUNTAIN BROOK CIRCLE, GARY NC
AS NEEDED
2543 WAKE DRIVE, RALEIGH, NC
AS NEEDED
PO BOX 27886, RALEIGH, NC 27611
AS NEEDED
PO BOX 32449, RALEIGH, 27622
AS NEEDED
3600 WAKE FOREST RD, RALEIGH, NC 276
AS NEEDED
PO BOX 25201, RALEIGH, NC
AS NEEDED
101 TROTTINGTON COURT, GARNER, 27529
AS NEEDED

Expenses

WEP WAKE EDUCATION PARTNERSHIP


Federal
58-1518182
FYE 6/30/2002

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

3000 SPRING FOREST RD, RALEIGH, NC 2


AS NEEDED
5151 GLENWOOD AVE #300, RALEIGH, NC
AS NEEDED
PO BOX 13398, RTP, NC 27709
AS NEEDED
PO BOX 590, RALEIGH, NC
AS NEEDED
PO BOX 28716, RALEIGH, 27611
AS NEEDED
2315 WOODROW DR, RALEIGH, NC
AS NEEDED
PO BOX 6400, RALEIGH, NC 27628
AS NEEDED
15 EAST PEACE ST, RALEIGH, NC 27604
AS NEEDED

Expenses

WEP WAKE EDUCATION PARTNERSHIP


58-1518182
Federal
FYE 6/30/2002

Statements

Statement 9 - Schedule A. Part III, Question 4b - Explanation of Grants / Loans


Qualifications
GENERALLY, THE WAKE EDUCATION PARTNERSHIP MAKES GRANTS TO TEACHERS, MEMBERS
AND STUDENTS
RECIPIENTS FOR BOTH SCHOLARSHIPS & TEACHER GRANTS ARE CHOSEN
THROUGH A SCREENING PROCESS
THE SCREENING BOARDS ARE MADE UP OF MEMBERS
OF WAKE EDUCATION PARTNERSHIP, MEMBERS OF THE SCHOOL SYSTEM, AND MEMBERS
OF VARIOUS COMMUNITY ORGANIZATIONS
APPLICATIONS AND NOMINATIONS ARE
SOLICITED FROM THE SCHOOLS IN THE WAKE COUNTY SCHOOL SYSTEM, AND THE
RECIPIENT IS SCREENED FROM ALL THOSE NOMINATED

W4P1

, 8868
(December 2060)

Application for Extension of Time To rile an


Exempt Organization Return

Department of the Treasury

oMeNO ,KSo3

" File a se p arate a pp lication for each return

Internal Revenue Semce

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

Name of Exempt Organization

" 0

Employer identification number

print
File by the
due date for
filing your
return See
Instructions

-ZS1e182

Number, street and room or suite no If a P O box, see instructions

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
" []

and attach a list with the

If this is

names and EINS of all members the extension will cover


1

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

" ~ tax year beginning

or

_ 7/0101

and ending

- 6/30L02

If this tax year is for less than 12 months check reason

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

Signature and Verification

a Change in accounting period

$
$

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

Form 8868 (12-2000)

II15WCt1011

RECENED
SEC 2 0 2002
OGDEtd, UT
OM

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