Securities and Exchange Commission v. Nadel et al

Filing 62

DECLARATION of Receiver Burton W. Wiand re #61 Unopposed MOTION for miscellaneous relief, specifically Expansion of Receivership to include Guy-Nadel Foundation, Inc. by Burton W. Wiand. (Attachments: #1 Exhibit A - Articles of Incorporation filed with Secretary of State, #2 Exhibit B - Annual Reports filed with Secretary of State, #3 Exhibit C - 2006 Tax Return, #4 Exhibit D - General Warranty Deed, #5 Exhibit E - General Warranty Deed, #6 Exhibit F - General Warranty Deed)(Morello, Gianluca)

Fonn ~90-PF
Department of the Treasury
Internal Revenue Service

or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
Note: The foundation may be able 10 use a copy of this return to satisly slale reporting requiremenls

'e~urn of Private Foundatio'
Amended return

OMB No 1545-052

2006
,20
I I Name change

For calendar year 2006, or tax year beginning
G
Use Check all

, 2006, and ending
I I Final return
II

the IRS

that apply i i Initial Name of foundation

return

I Address change

A Employer identification number

Oterwse,
print
or type.

label.

GUY-NADEL FOUNDATION,

INC

Number/street (or P O. box no If mailis not delivered to street address) I Room/sude B Telephone number (se the instructions)

1618 MAIN STREET
Cit or town, state, and zip coe

941-366-0975

See Specific Instructions.

C If exemption application iS pending, check her"
D 1 Foreign organizations, check here
2 Foreign organizations meating the 65%

SARASOTA FL

34236-5811
(c)(3) exempt private foundation
J Accunting method
o Other (speci)

H Check type of organization ~ Section 501

test. check hare and aUach computation

.. ~ ~

n Section 4947(a)(1) nonexempt chariable trustri Other taxable private foundation

E If privata foundation status was term ina ied undar saction
S07(b)(1 )(A), chack hara

i Fair market value of all assets at end of
year (from Part II, col (c), line 16)
~$

~ Cash

U Accal

..

F " the foundalion iS in e 60-month
termination undar saction
S07(b)(1 )(6), chack hare

~D

.

3,443,959.
the

Part I, column (dl must be on cash basis)

.... ...

~n

Analysis of Revenue and Expense
(The total of amounts in columns (b),
(c), & (d) may not necessanly equal

(a) Revenue and
expenses per

amounts in column (a) (se instructions) )
1

books

(b) Net investment income

(c) Adjusted net income

(d) Disbursements for charrtable ~urposes
(cas basis only)

Conlributions, BS' grants, etc, received

(eUach schedu .. ... . . ., .

1,250,061.
8,328.

2

Check ~ If the foundation is not
required to attach 5ch B
Interest on savings and lemp cash Investments

3

8,328.

8, 328.

4 5a Gross rents .
Q)

Dividends and interest from securrties

... ..

. ..

C

::

Q)

N rental ) b i(ncelme or (loss) o 6a Net galn/(loss) from sale of assets nol on line 10 ss salas for b Grloassets onprice 6a al Iina

~

7
8

Capital gain nat income (from Pari iV, line 2). . .

Net short-tenn capital gain

. ..

.. . . ..

9

Income modifcations

"" c:

eJ L
c:
W

~

C"

c:

iDa Grnoss sales less - i rl s & allowances b LesssCoslof .. r good sold
C

Gross prom or (loss) (attach schedule)

11

æ z ~ ~

w

o

g¡ CI

c Q)
M

Q.
Q)

W

12 13 14 15 168 b
17 18 19

Other income (attach schedule) Total. Add lines 1 through 11 .
Compensation of officers, diraciors, trustees, elc
. ..

1,258,389.
..

8,328.

8,328.

Other employee salaries and wages Pension plans, employee benefrts ..

Legal fees (attach schedule)

. ..

.. ..
,. .'1"

Accunting fees (attach schedule) ..

c Other professional fees (attach schedula)

:=

:0

.c !
oC

.I.!

Interest.... ...

........
. .. . ..

,

IVi.LI
ZOUI

._..

, ..

Taxes (attach schedula) (see instructions)

Ë 'C
'a.._

Depreciation (attech sch) and depletion

20 22 23 24 25 26 27

Occupancy

..

... ...
..

2 P7. ë Nn 28 ;:
43.

i \.

en

c II

-21- Travel,conferences,-and.meetings....

.-11..' "" ,

i~

Cl

!8
0

c

Pnnting and publications

..

Other expenses (attach schedule)

Total operating and administrative expenses Add lines 13 through 23
Contributions, grfs, grants paid.. .

..

Toial exp & disbursements Add lines 24 and 25.
Subtractline 26 from hne 12

655,300. 655,550.
602.839.
I

250.

I

655,300. 655,300.

a Exce of revenue over expenses
and disbursements

b Net investment income (if neg, enter -0.)
c Adjusted net income (if nBg , enter -0-)

8,328.
US990P$1
Rav 1

For Privacy Act and Paperwrk Reduction Act Notice, se the instructons.
BCA
Copyright form softwere only. 2006 Univarsal Tax Systams, Inc All rights resarved

.
.~

8,328.
o-PF (2006)

EXHIBIT

D D

tp ~~\l

3

C

Im
1

Fonn'99O-PF (2006) GUY-NADEL FINDATION ,
.

INC
Beinning of year
(a) Book Value

-(b) Book Value

End of

year

-

Page 2

Attached scedules and amounts in the Balance Sheets descrit-tion column should be for end-of-year amounts oniV -'See inst \ .... .. .. ... .. Cash - non-interest-bearing
Savings and temporary cash investments

(c) Fair Market Value

2

..

..

2,136,970.

739,531.
I

739,531.

3

Accunts receivable ~
Less allowance for doubtfl accs

~ ~

4
5 6

Pledges receivable ~
Less allowance for doubtfl accs

Grants receivable

...

......

..

...

7

Receivables due from offcers, directors, trustees, and other disqualifed persons (attach schedule) (see the instructions)
Olher notes and loans receivable (atiach schedu1a)
Less ellowance for doubtful accounis

~

~

lUI !
c(
UI

8 9

Inventories for sale or use ..

...... ...

Prepaid expenses and deferred charges

.. .. .0.0 .. ...

.. ..

10a Investments - U S and state govt obligations (aUach schedule) ... .. b Investments - corporate stoc (attach schedule) .. ... c Investments - corporate bonds (attach schedule) ..
11
irnvJ'~\f:'pn~sañiacgii ~uil~ing~,

.. ~ ..

Less accumulated depreciation

(altach schedule)

12 13 14

... ~ Investments - mortgage loans .... Investments - other (attach schedule) Land, buildings, and equipment basis ~
..
Less accumulated depreciation

...

.. .

... .... ..,

704,150.
)

2,704,428.

2,704,428.

(altach schedule) . .

.. .

~

15
16

Other assts (describe ~

Total asts (to be completed by all fiers - see the
instructions Also, se oaoe 1, lIem Il. ......

-..

2,841,120.

3,443,959.

3,443,959.

~
'"

II

17 18 19 20
21

Accunts payable and accued expenses
Grants payable Deferred revenue

... ...

..

..

... ... ...

.0..

... ..
.. ..

Loans from offcers, directors, trustees, and other
disqualifed persons . . . . . . ...

:e

::

22 23

Mortgages and other notes payable (attach scedule) . Other lIablldles (describe ~
Total

...

..
)

.'" !

II u i:

m ii: : :: u.

0
c(

..

.. liabilties (add Iines 17 through 22).. Foundations that follow SFAS 117, check here ~ and complete lines 24 through 26 and lines 30 and 31. .. .. ... ... 24 Unrestricted .. . .. .. ....... 25 Temporanly restricted . . .. .. .. 26 Pennanently restncted. . Foundations that do not follow SFAS 117, ck. here ~ and complete lines 27 through 31. .. . 27 Caprtal stock, trust prinClpal, or current funds
28 29 30
31
Retained earnings, accumulated income, endowment, or other funds

..

U
...

...

0
.

..

~I U

Paid-in or capdal surplus, or land, bldg, and equipment fund

..

z

iD

---- -

... ..
..

Total net assets or fund balance (see the instructions)

Total liabilties and net asetsfund balances (se the
instructions) .. . . .. . ... .... ..... . . 2, 84 1, 12 0 .

1,448,996.
.0. .
. ..

liD Analysis of Changes In Net Assets or Fund Balances
1

Total net assets or fund balances at beinning of year - Part II, column (a), line 30 (must agree wrth

end-f-year figure reported on pnor year's return)
2 Enter amount from Part I, line 27a

. .....

.. ..

...
... .

,.. ... ..
..

... ...

.....

1

2.841,120.
602,839.
3,443 959.

...

..

....

..

.... .... ...... ....

2 3

3 Other increases not included in line 2 (rtemlZe)
.. . ... 4 Add lines 1, 2, and 3 5 Decrases not included in line 2 (rtemlZe) ~

~ .. .. ..

'0. .0.

....

.... ..

.....

4
5

6 Total net assets or fund balances at end of year (line 4 minus line 51 - Part II, column (b), line 30 .
BCA Copyright form sofiwara only, 2006 Universal Tax Sysiams, Inc All rights rasarved

6

3,443,959.
Fonn 99O-PF (2006)

US990P$2 Rev 1

F 0nt 990-P~ ( 006) 2

.

GUY - NADEL FOUNDATION , INC

e

e
(b)How acquired
P - Purchasa
D. Donation

ige 3

Capital Gains and Losses for Tax on Investment Income
(a) List and descnbe the kind(s) of propert sold (e g., real estate, 2-story bnck warehouse, or common stoc, 200 shs MLC Co)
(c) Date acquired
(mo , day, yr )

(d) Date sold
(mo , day, yr )

1a b c d

e
(e) Gross sales pnce

(f) Depreciation allowed (or allowable)

(g) Cost or other basis
plus expense of sale

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

a
b

c
d

e
Complete only for assets showing gain in column (h) and owned by the foundation on 1211/69

(I) F M V as of 12/1/69

(j AdJusted basis

(k) Excess of col (i)
over col (i), if anv

(I) Gains (Col (h) gain minus col (k), but not less than -0) or

as of 12/1/69

Losss (from col (h))

a b

c
d

e
2
3

Caprtl gain net income or (net capdalloss). . . . . . .

.

If (loss), enter -0 in Part I. line 7 fit gain, also enter in Part I, line 7 Net short-term capital gain or (loss) as defined in seions 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (se the instructions) . ...... If (loss), enter -0- in Part I, line 8 .. . .0. .0. .. ..

J.... ..

2

J.

..
3

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic pnvate foundations subJect to the section 494(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distnbutable amount of any year in the base penod?

. ... D Yes 18 No

If "Yes," the foundation does not qualif under section 4940(e) Do not complete this part
1 Enter the appropnate amount

in each column for each year, se the instructions before making any entnes

Base penod years
Calendar veaf (or tax year be in)

(a)

(b)

AdJusted quallfing distributions

(Cl Net va ue of

(d)
(col b divided by col e I (~)stnbution ratio (e))

2005 2004 2003 2002
2001

447,400. 31,506.

noncharrable-use assets

169,017. 73,824.

1.0000 0.4268

2 3

Total of line 1, column (d)

...

..

..... ...

..

..

..

.. ... ....

..

..

2 3

1. 4268

Average distnbution ratio for the 5-year base pened - divide the total on line 2 by 5, or by the number of years the foundation has ben in existence If less than 5 years ... ... .. ... ..
-- ----------------------- - ----

...

0.7134
----- --- -_.._------- ---

------------------------------4 5 6
7
Multiply line 4 by line 3

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

-- --

- - - -- - --- -_..._--

Enter the net value of noncharrtable-use assets for 2006 from Part X, hne 5

........ ...
...
..

...

4
5 6 7
8

176,969. 126,250.
83.

..

..

....... ... ......

..

... ..

Enter 1% of net investment income (1% of Part I, line 27b)
Add lines 5 and 6 .....

... ..
.. .. .. ..

..........
.....
..

..

..
..

.... .. ....

.. ...

... .... ..

126,333. 655,300.
Fonn 99Ð-PF (2006)

8

Enter quallfing distnbutions from Part XII, line 4
instructions

...

..... ..

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

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US990P$3 Rav 1

Forr 990-PF (2006) GUY-NADEL FOUNDATION

Ekcise Tax Based on Investment Income (Section 4940(a), 4940(b), 494(e), or 494 . se the instrctions)
1a Exempt operating foundations descbe in section 4940(d)(2), chec here ~ U & enter "N/A" on line 1_..
Date of ruling letter (attch copy of ruling letter If necry - see Instructions)

e t e , INC ~
.-

9aae4

b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ~ 18
and enter 1% of Part I, line 27b.. ..... .. . ..... ........ .. .. .... .. . ....,.
c All other domestic foundations enter 2% of line 27b Exempt foreign foundations enter

83.

4% of Part I, line 12, col. (b) . . . .. . . ..... ... .. ..
2 Tax under section 511 (domestic section 4947(a)(1) trusls and taxable foundations only Others enter -0-)

3 Add lines 1 and 2 .. . " .. . . . . . .. .., . . . . . . . . . . . . . . .. .
5 Tax based on investment income. Subtract

2 3

o

83.
o

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

4
5

line 4 from line 3 If zero or less, enter -0 . .. .

83.

6 Credrtslayments
a 2006 estimated tax payments and 2005 overpayment credrted to 2006 . . 6a

b Exempt foreign organizations - tax wdhheld at source .... . . .. . 6b
c Tax paid wdh application for extension of time to file (Fonn 886) ... ...... 6c

d Backup wdhholding erroneously wrthheld . . . . .. ... . . . . . 6d
7 Total credds and payments Add lines 6a through 6d . . .... . .. . .. . . . . . .. . . . . ..
8 Enter any penalty for underpayment of estimated tax Check here D if Fonn 2220 is attached ... . . . .

7

8
9 10
11

9 Tax due. If the total of lines 5 and 8 is more Ihan line 7, enter amount owe ..... .... ~
10 Overpyment. If line 7 is more than the total of lines 5 and 8, enter the amount overpid .. .... ...... ~

83.

11 Enter amount of line 10 to be Credited to 2007 estimated tax ~ Refunded ~
. . Statements Regarding Activities
1a During the tax year, did the foundation attempt to influence any national, state, or locl

legislation or did rt participate or

Yes

No

intervene in any polrtical campaign? . . .... . . . . ... .. .. ... . . . . . .. ....... ........ 1a

X X

b Did rt spend more than $100 dunng the year (either direcly or indirectly) for poldical purpses (see the instructions for

defindion)? .... . . . .. ... . . . .. . '" .. . ... . . ... . . . .. .. ...................
If the answer IS "Yes" to 1a or 1b, attach a detailed descnption of the activdies and copies of any materials published
or distnbuted by the foundation in connection wdh the activdies

1b

cOid Ihe foundation file Form 1120-POL for this year? .. .. .........

1c

x

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the foundation ., $ (2) On foundation managers ~ $
e Enter the reimbursment (if any) paid by the foundation dunng the year for poldical expenditure tax impose

on foundation managers ~ $
2 Has the foundation engaged in any activrties that have not previously ben reported to the IRS? If "Yes," attach a detailed descnption of the activrties 3 Has the foundation made any changes, not previously reported to the IRS, m rts governing instrument, articles of
.... 2

X

incorpration, or bylaws, or other similar instruments? If ''Yes,'' attach a confonned copy of the changes . . .. ....... ..... 3

x
X
X

4a Did the foundation have unrelated business gross income of $1,000 or more during the year? .. . . 4a b If ''Yes,'' has rt fied a tax return on Form 990-T for this year? . .... . .. .... ............ 4b
5 Was there a liquidation, tennination, dissolution, or substantial contraction dunng the year? . . . . . . .. . . . 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 erther
. By language in the governing instrument, or
. By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict wrth the state law remain in the governing instrument? . . . . . . . . . . . . . . ... . . . . . . 6

7 Did the foundation have at least $5,000 in assets at any time during the year? If ''Yes,'' complete Part II, col (c), and Part XV 7
----8a--Enter-thestates-towhlch the-foundalionreportsorwdhwhIGhdls-reglStered-(se-the instructions) - ------

X X

- - --- --- - -

.,
b If the answer is "Yes" to line 7, has the foundation furnished a copy of Fonn 99O-PF to the Attorney General (or
designate) of each state as reuired by General

Instruction G? If "No," attach explanation . .. . . . . . . . . . . . . . . . . . 8b X

9 Is the organization claiming status as a pnvate operating foundation wrthin the meaning of section 4942(i)(3) or

4942Ú)(5) for calendar year 200 or the taxable year beginning in 2006 (se instructions for Part XIV)? If ''Yes,'' complete
Part XlV ... .. . . . . . . . . .. .. .. .... .. . .. . . . . _ . . . . . ........ . . . . . . _ .

9 10

X X

10 Did any persons become substantial contributors dunng the tax year? If ''Yes,'' attach a schedule IIsting their

names and addresses . . _ _. . . . . . .. .. . . .... .... . . . .. . . . . . . ... . . . . . .. .. .....

Fonn 99O-PF (2006)

BCA Copy"ght form soflwara only, 2006 Universal Tax Systems, Inc All "ghts reserved

US990PS4 Rev 1

Yes No

.0 Yes ~

No No No No

~ ~:J

1b

.~0
1c

x

D Yes ~ No

x

x
X X
Fonn 99D-PF (200)

BCA Copyright form soflwara only, 2006 Univarsal Tax Systams, Inc All nghts reserved

US990PSS Rev 1

Fom'990PF 2006 GUY-NADEL FOUNDATION,.
: . Statements Re ardin Activities for Which Form 4720 Ma 5a Dunng the year did the foundation payor incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?

ie

e
uired Continued

: Page 6

... .0
... B

Yes 18 No Yes 18 No Yes ~ No

(2) Infuence the outcome of any specic public election (se section 4955); or to carr
on, directly or Indirectly, any voter registration dove? .. . . . . .. ...
(3) Provide a grant to an individuai for travel, study, or other similar purpses? . ... ..

(4) Provide a grant to an organization other than a charrable, etc, organlZation describe

in section 509(a)(1), (2), or (3), or section 494(d)(2)? (se instructions) .. 0 Yes ~ No
(5) Provide for any purpse other than religious, chantable, scentifc, Irterary, or

educational purpses, or for the prevention of cruelt to children or animals? 0 Yes ~ No
b If any answer is "Yes" to 5a(1)-5), did any of the transactions failto qualif under the exceptions desibe in
Regulations section 53.4945 or in a current notice rearding disaster assistance (se the instructions)? ..

5b

Organizations relying on a current notice regarding disaster assistance check here
c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

~D
.. ....0 Yes 0 No

tax because rt maintained expenddure responsibilit for the grant? . ..

If "Yes," attach the statement required by Regulations section 534945-5(d)

6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay

premiums on a personal benefrt contract? . .. ..... . ..0 Yes 18 No
b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefrt contract?
If

6b

X

you answered "Yes"to 6b, also file Fonn 8870

7a At any time dunng the tax year, was the foundation a part to a prohibded tax shelter transaction? .. ..0 Yes ~ No

b If yes, did the foundation receive any proces or have ant net income attributable to the transaction? . . . . ... . . 7b X

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
List all offcers direcors trustee foundation managers and their compensation (se the instructons) , , ,

(a) Name and address

(b) Tdle, and average hours per week
devoted to Dosdion

(c) Compensation

(If not paid, enter -Ð-)

(d) Contributions to employee benefd plans (e) Expense accunt, other allowances and aeferred comD

ARTHUR NADEL
SARASOTA FL

34233

PRES DIREC
0

MARGUERITE NADEL
SARASOTA FL 34233 GEIFFREY NADEL SARASOTA FL 34232

SECTY DIRE
0

DIRECTOR
0

2 Compensation of five highest-paid employee (other than those Included on line 1 . se the instructions). If none, enter NONE."
(a) Name and address of each employee paid more than $50,000
(b) Trtle and average hours per week devoted to posrtion

(d) Contributions to

(c) Compensation

employee benefrt plans and deferred

(e) Expense accunt,
other allowances

compensation

N/A

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

- - ------

-------------------------_. ._------ --

-- --

--

------

-----

--

------

-- --

-

Total number of other emDlovees caid over $5,000

..

..

..

... .. .... .. ..

..

.... ... .. ....

....~ I
Fomi 990.PF (2006)

BCA Copyright form software only, 2006 Universel Tax Systams, Inc All rights raservad

US990PS6 Rev 1

Forn

99O-PF

,e e
and Contractors Continued
.

(2006) GUY-NADEL FOUNDATION, INC ... . ..... ... .. .._ Page7
Highly Paid Employees,
Ib1 Tvee of service

~. Information About Offcers, Directors, Trustees, Foundation ManagerS,

3 Five highest-paid independent contractors for profesional service (see the instructons) If none, enter "NONE"
(a) Name and address of each oerson Daid more than $50,000

Ic1 Compensation

N/A

Total number of others recivlnQ over $50,00 for Drofessional services

..

...

...... .... .0 .0

..

........~ I
Expenses

SUmmary of Direct Charitable Activities

List the foundation's four largest direct chantable activties during the tax year Include relevant statisticalinfonnation such as the number of organiztions and other benefiClaries served, conferences convened, research papers produce, etc

1 CONTRIBUTIONS TO CHARITIES IN BY-LAWS OF FOUNDATION
2

3

4

.
1

:; Summary of Program-Related Investments (se the instructions) Describe the two largest program-related investments made by the foundation during the tax year on hnes 1 and 2

Amount

2

All other program-related investments See instructions

3

Total Add lines 1 through 3

..

.0. .0. .0 .0. ................

... ....

o '0 . .0 .

~
Fonn 990-PF (2006)

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US990PS7 Rev 1

Form 99O-PF (200) GUY -NADEL 'lUNDAT ION, INC Page 8
1i' Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, se the instructions)
1

.. e
line 2 from line 1 d

Fair market value of assets not use (or held for use) directly in carring out charrtable, etc, purposes a Average monthly fair market value of senties
b Average of monthly cash balances. .... .... . . .

1a

c Fair market value of all other assets (see the instructions) .
d Total (add lines 1a, b, and c) . ... .... . . . .... .....

1b 1c
1d

261 878.

119,854. 142,024.

e Reduction claimed for blockage or other factors reported on lines 1a and 1c

(attach detailed explanation) .
2 3

1e
2
3

Acquisrtion indebtedness applicable to line 1 assets . . .
Subtract

261,878.

4
5 6

Cash deemed held for chantable activdies Enter 1 1/2% of hne 3 (for greater amount,

se instructions) . . . . . . ... 4
Net value of noncharltable-use assets. Subtract line 4 from line 3 Enter here and on Part V, hne 4 . 5

Minimum investment return. Enter 5% of line 5 . . . . 6
Distributable Amount (se the instructions) (Section 4942Ú)(3) and Ú)(5) pnvate operating foundations
and certain foreign organizations check here ~ and do not complete this part )

3,928. 257,950. 12,898.
12,898.

2a

.. b Income tax for 2006 (This does not include the tax from Part Vi ) ........... .. .. .... ... ............. c Add hnes 2a and 2b .. ..
Distributable amount before adJustments Subtract hne 2c from line 1 .. Recveries of amounts treated as quallfing dlStnbutlons

Minimum investment return from Part X, line 6 income for 2006 from Part Vi, line 5 . Tax on investment

..1 2a1

83.
...
.. .. .... .. .. ..
2c
3

.....

12bl

3

4 5
6
7

Add lines 3 and 4

..

..

.....

..... ............

.. .. .. .. .. .. .. .. .. .. .. .. ..

12,815. 12,815. 12,815.
655,300.

83.

4
5 6 7

.. .. ... Deduction from distributable amount (see the instructions) .. line 6 from line 5 Enter here and on Part XiII, line 1 Distnbutable amount as adjusted Subtract

... .. ... ... .... ...... ... ...

ID Qualifying Distributions(se the instructions)
1 Amounts paid (including administrative expenses) to accmplish charitable, etc, purposes
a Expenses, contributions, gifs, etc -total from Part I, column (d), hne 26 . ...... .. ., ... 1a

b Program-related investments-total from Part IX-B . .. . .. .. . . . . . . .. .. ... ,.. . 1 b

2 Amounts paid to acquire assets use (or held for use) directly in carrying out chantable, etc, purposes 2 3 Amounts set aside for specic chariable proJecs that satisfy the
a Surtabillt test (prior IRS approval required) . . . . . . . . . . ... . . . . . .. ..

.3a
3b 4
5
6

b Cash distnbution test (attach the required schedule) . .... . . ... . . .. ..

4 Qualifying distributions. Add lines 1a through 3b Enter here and on Part V, line 8, and Part XiII, line 4
5 Foundations that qualif under section 4940(e) for the reduce rate of tax on net investment

655,300. 655,217.
Form 990-PF (2006)

income

Enter 1% of Part I, line 27b (se the instructions) .... .... ,... .. .... ..... ...........
6 Adjusted qualifying distributions. Subtract line 5 from line 4 .. . . '" ... . . . . . .. . . . . . . . . . .

83.

Note: The amount on line 6 will be used in Part V, column (b), in subseuent years when calculating whether the foundation

qualifes for the section 4940(e) reduction of tax in those years

BCA Copyright form softwara only, 2006 Univarsal Tax Systems, Inc All rights reserved

US990P$8 Rev 1

Fonn ggo-PF (2006) GUY-NADEL IUNDATION,
. Undistributed Income(se the instructions)
(a)
1 Distnbutable amount for 2006 from Part XL,

INC
(b)
Years pnor to 2005

(c) 2005

===-- --p¡;re 9
(d) 2006

Corpus

line 7. .. .. ... ...... . ....
2 Undistnbuted income, If any, as of end 2005

12,815.

a Enter amount for 2005 only . _ .

b Total for prior yrs 20 _,20 _,20_
3 Excess distnbs carrover, if any, to 2006

a From 2001.. ..
b From 2002.. ..
c From 2003

d From 2004 ... ..

e From 2005 . ..
f Total of lines 3a through e . . . . . . ..

4 Quahfying distnbutions for 2006 from Part XII,

line 4 ~ $ 6 5 5 , 3 0 0 .
a Applied to 2005, but not more than line 2a
b Applied to undistnbuted income of pnor
years (Election required - se the instr ) .. .

c Treated as distributions out of corpus
(Election required. see the instructions) d Applied to 2006 distributable amount . e Remaining amt distnbuted out of corpus .. . .

642,485.

12,815.

5 Excess distribs carryover applied to 200
(If an amount appears in column (d), the

same amount must be shown in col (a))
6 Enter the net total of each column as

indicated below:
a Corpus Add lines 3f, 4c, & 4e Subtract

line 5 b Prior years' undistributed income Subtract

642,485.

line 4b from line 2b ... .... .
c Enter the amount of prior years' undistributed income for which a notrce of deficiency has ben issued, or on which the section
4942(a) tax has been previously assssed ..

d Subtract line 6c from line 6b Taxable amount. se the instructions e Undistnbuted income for 2005. Subtract line 4a from line 2a Taxable amount se the instructions . . .. . . . .
f UndlStnbuted income for 200 Subtract

lines 4d and 5 from hne 1 This amount
must be distributed in 2007 . . . .

7 Amounts treated as distributions out of
corpus to satrsfy requirements imposed by

section 170(b)(1)(E) or 4942(g)(3) (see the

instructions)~~~~~'~-T----T~- ---.-0.. 8 Excess distributions carryover from 2001 not applied on line 5 or hne 7 (se the
instructions). . . . .. . , . .. .

---- -- - ---

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

9 Exces distributions carrover to 2007.
Subtract lines 7 and 8 from line 6a .. .. .

642,485.

10 Analysis of line 9
a Excess from 2002 .

b Excess from 2003 ...
c Excess from 2004 ..

27,815.
439 239.

d Excess from 2005 e Excess from 2006

642,485.

Fonn 990PF (2006)
BCA COPYright form softwsra only, 2006 Univsrsal Ta. Syslems. Inc All righls resarved

US990P$9 Rev 1

FOrf99()PF(20OQ) GUY-NADEL FOUNDATION,
.

. .~.... ._____._...._._...__e...... .....___........

INC

ti
.0. .0 .....
2004

a

Page 10

Private Operating Foundations (se the instructions and Part VII-A, question 9)
foundation, and the ruling is effective for 2006, enter the date of the ruling ........

1a If the foundalion has received a ruling or detennination letter that d is a private operating
.~
I I 4942(i)(3) or I I 49420)(5)

b Check box to indicate whether the foundation IS a priate operating foundation describe in section Pnor 3 years Tax year 2a Enter the lesser of the adJusted net
income from Part I or the minimum investment return from Part X for .... each year listed
(a) 2006
(b) 2005 (c) (d)

2003

(e) Total

b 85% of line 2a c Qualifing distributions from Part XII,

....... eo ....... .....
.

line 4 for each year listed ..... . d Amounts included in hne 2c not use directly for active conduct of exempt .... activrties .....

........

.0 ...

e Quallfing distributions made directly
for active conduct of exempt activrties Subtract line 2d from line 2c . . .0.

..

3

Complete 3a, b, or c for the alternative test relied upon

a "Assts" alternative test - enter (1) Value of all assets ....
(2) Value of assets qualifing

..

under section 4942(i)(3)(B)(I)

..

b "Endowment" alternative test - enter
21 of minimum investment return shown in Part X, line 6 for each year listed' . . .0 c "Support" alternative test - enter
(1) Total support other than gross

investment income (interest, dividends, rents, payments
on securdies loans (section .. .. 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as
(3) Largest amount of support

..

provided in section 4942(i)(3)(B)(Ii). . . .
from an exempt organiztion .. . .

..

(4) Gross investment income

.0. .0

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year - see the Instructions.)
Infonnation Regarding Foundation Managers:

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close

of any tax year (but only if they have contributed more than $5,000) (See seion 507(d)(2) )

ARTHUR NADEL, MARGUERITE NADEL
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a

partnership or other entlt) of which the foundalion has a 10% or greater interest

2 Infonnatlon Regarding Contrbution, Grant, Gif, Loan, Scholarship, etc., Programs:
Check here ~ 0 if the foundation only makes contnbutions to preselected charrable organizations and does not accpt unsollcded requests for funds If the foundation makes gifs, grants, etc (se the instructions) to individuais or organizations under other condrtions,

complete dems 2a, b, c, and d
a The name, address, and telephone number of the person to whom applications should be addressed

MARGUERITE NADEL, 1618 MAIN STREET, SARASOTA FL 34236-5811
b The fonn in which appiications should be submitted and infonnation and materials they should include

LETTER OF REQUEST STATING AMOUNT AND USE OF FUNDS, REASON FOR REQUEST
c Any submission deadlines

N/A
d Any restrictions or limitations on awards, such as by geographical areas, chardable fields, kinds of instrtutions, or other factors

ONLY RESTRICTION IS THAT CHARITY MUST BE AN IRS 501 C 3 CHARITY
Fonn 99D-PF (2006)
BCA Copyright rorm soflwere only, 2006 Universal Tax Systems, Inc All righls raservad

US990P'0 Rev 1

Fonn

___.____~_ __________ ___________e___ (2006) GUY-NADEL FOUNDATION, -TNC99O-PF

Page 11

Ii 'Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or business)
If recipient IS an indrvidual, shaw any relationship to any foundation manager or substantial contributor

Foundation
status of

recipient

Purpose of grant or contribution

Amount

a Paid during the year

SEE SCHEDULE ATTACHED

655,300.

Total

..

....... .... ... ...

..

..... .....

...

...

...

...

.... ... ....

... ..~

3a

655,300.

b Approved for future payment

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

--

..

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

Total

... ..

...

..

..

..

..

..

..
US990Pl1 Rav 1

~ 3b
Fonn 990.PF (2006)

BCA Copyright form software only, 2006 Universal Tax Systems, Inc All rights raservad

.-

Fonn 99O-PF (2006) GUY-NADEL FOUNDATION, INC . . Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated
Unrelated business income

e

e
Excluded by section 512,513, or 514

J
(e)

Page 12

(a) Business
1

(b) Amount

(c)
Excl

(d) Amount

Related or exempt

function income
(See the

Program service revenue

coe

coe

instructions)

a b c d

e
f g Fees and contracts from govemment agencies 2 Membership dues and assssments ........
3
Interest on savings and temporary cash investments

..
o.

. ..

4
5

Dividends and interest from securrties
a Debt-finance propert

.. .-

Net rental income or (loss) from real estate.
.0. .... ........... ..

b Not debt-financed propert

...... ...... ....

6 7 8 9 10
11

Net rental income or loss from personal propert Other investment Income ..

.... ..........

Gain or (loss) from sales of assets othar than invantory

Net income or (loss) from special events

...

Gross profrt or (loss) from sales of inventory .

Other revenue a

b

c
d

e
12

Subtotal Add columns (b), (d), and (e)

..
.......... .13

13 Total. Add line 12, columns (b), (d), and (e) .
(See worksheet in line 13 instructions in the instructions to verif calculalions )

.

;) Relationship of Activities to the Accomplishment of Exempt Purposes
Explain below how each activit for which income is reported in column (e) of Part XVI-A contributed importantly to the

Line No.

..

accmplishment of the foundalion's exempt purpses (other than by providing funds for such purposes) (See the instructions)

..

_.- .....

_...._.. ... ...

........ ... ... . . ...... ....

Fonn 99D-PF (2006)
BCA Copyriht form software only, 2006 Universal TaM Systems, Inc All rights raserved

US990P12 Rav 1

Form SSo-PF (2006) GUy..NADEL FOUNDATION, INC Pa e 13
Information Regarding Transfers To and Transactions and Relationships With Noncharitable

ee
..

Exempt Oraanizations
1

Did the organlZation directly or indirecly engage in any of the following wdh any other organization described in section

Yes

No

501(c) of the Code (other than section 501(c)(3) organlZations) or in seion 527, relating to polrtical organizations?

a Transfers from the reporting foundation to a noncharitable exempt organiztion of .. .. .. .... ... ....... ... (1) Cash ...... ... ... ... .. (2) Other assets
b Other transactions

...
.. ..

... .. ...

..

..... .... .....
.... .....

.. 1a(1)
1a(2)

X

X
X X X X X X
X

.. (1) Sales of assets to a noncharrtable exempt organization (2) Purchases of assets from a noncharitable exempt organization
(3) Rental of faCllrtles, equipment, or other assets (4) Reimbursement arrangements

...... ...
.. .. .. .. ...

.. ..
.. ..

.. 1b(1)
1b(2) 1b(3) .. 1b(4) 1b(5) 1b(6) 1c

.... ....

.. ..

..

...... .... .... ....

.. ... .. ... .. .. ... .. (5) Loans or loan guarantees (6) Perfonnance of services or membership or fundraising sollcdations .. .. ..,... .. c Shanng of facilrties, equipment, mailing lists, other assts, or paid employees d 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
goos, other assts, or services given by the reporting foundation If the foundation recived less than fair market value in any transaction

or shanng arrangement, show in column (d) the value of the goos, other assets, or services received
(a) Una no

(b) Amount involved

(c) Name of noncharrtable exemot oraanization

(d)

Desc. of transfers, transactions, and sharing arrangements

2a Is the foundation directly or indirectly affliated wrth, or related to, one or more tax-exempt organizations describe in
seion 501

(c) of the Code (other than section 501(c)(3)) or in seion 527?

.0 Yes 0 No
(c) Descnption of relationship

b If ''Yes,'' complete the following schedule

(a) Name of organization

(b) Type of organiztion

Under pan~~ltl sJof pa~ury, i da~iari that I hava :r,mined thIS. return, including accompanying schedules and slalemenls, end tD Ihe basi of my knowledge and be...iier'.'t's.

lrue, correot tJ complete Decl ation of prep;_ (othar than texpayer or fiduciary) iS based on allinformalion of which preparer has any knowladge

:CiI

!
i:

~ ii/i5/2007~ PRESIDENT , l~---:'-;--JToffcer -or - i Date Check if Tile SSN or ---Signa~re of \----- -- trustee Date' Preparer's PTIN
self-employed ~18 (See Signature in the
instructions)
0. Q) II

~~ Prep r' / t/ '.Ci CLQ) signaaree' s~ ''"" ~, u"" - l! r: tur / /.J~ " n niO
.!?

1- 1 1 / i 4 /2007
EIN ~
Phone no

il:i

Finn's name (or

ifself-employed), ~l5'037 WILLOW LEAF WAY

yours l"7,. ZUCKER ACCTG & TAX SVCES

address,andZIPcoe SARASOTA FL 34241-6234

941-379-0003
Fonn 990.PF (2006)

BCA Copyright form software only, 2006 Universal Tax Systems, Inc All rights ,eserved

US990P13 Rav 1

- .'. ..
(Fonn 990, 99D-Ëz, or 99D-PF)
Deparlmenl Dr the Treasury
Internal Revanue Service

e
INC
Secion:

~_.. -0. _I. ,.i; t" _.

e .__..-...
..

OMBNo 154~7

Supplementary Information for
line 1 of Form 990, 99D-EZ, and 990.PF (see Instrctons)

2006
T EmDlover identification nutnoor

Name of organizon

GUY-NADEL FOUNDATION,
Organizion type (check one).
Filers of:
Fonn 990 or 99O-EZ

o 501(c) ( ) (enter number) organization

o 4947(a)(1) nonexempt charrtable trust not treated as a pnvate foundation
o 527 political organization
Form 990-PF
~ 501

(c)(3) exempt pnvate foundation

o 4947(a)(1) nonexempt chardable trust treated as a private foundation
o 501(c)(3) taxable private foundation

Check if your organiztion is covered by the General Rule or a Speial Rule. (Note: Only a section 501(c)(7), (8), or (10)

organization can chec boxes for both the General Rule and a Special Rule. se instructions)

General Rule.
~ For organizations filing Fonn 990, 990-EZ, or 990-PF that received, dunng the year, $5,000 or more (in money or propert)

from anyone contnbutor (Complete Parts i and II )

Speial Rules .
o For a section 501(c)(3) organization filing Fonn 990, or Form 990-EZ. that met the 33 1/3% support test of the regulalions under
sections 509(a)(1)1170(b)(1)(A)(vl), and recived from anyone contnbutor, dunng the year, a contribution of

the greater of $5,000

or 2% of the amount on line 1 of these fonns (Complete Parts i and II )

o For a secion 501(c)(7), (8), or (10) organization filing Fonn 990, or Fonn 990EZ, that recived from anyone contributor, dunng the year, aggregate contributions or beuests of more than $1,000 for use exclusively for religious, chariable, sClentifc, Iderary, or educational purposes, or the prevention of crett to children or animals (Complete Parts i, II, and ILL )

o For a section 501(c)(7), (8), or (10) organization filing Form 990, or Fonn 990-EZ, that received from anyone contributor, during the year,

some contnbutions for use exclusively for religious, chardable, etc, purpses, but these contributions did not aggregate to more than $1,000

(If this box is checed, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc, purpose Do not complete any of the Part unles the General Rule applies to this organiztion beuse it received nonexclusively religious,

charitable, etc, contributions of $5,00 or more during the year ) ~ $
Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Fonn 990,
990-EZ, or 990PF), but they must chec the box in the heading of their Fonn 990, Form 99EZ, or on line 2 of their Fonn 990-PF, of-Schedu Ie-B.(J=onn.990,-99()EZ,-or-99()F'E) requirements not-meet-the-filing to certif-that-they-do
For Paperwork Reducton Act Notice, se the Instrctions
for Fonn 990, Fonn 990-EZ, and Fonn 99D-PF.

Schedule B (Form 990, 99D-EZ, or 99D-PF) (2006)

BCA Copyrieht form softwere only, 2006 Univarsal Tax Syitams. Inc All nghts reserved

US990BS1 Rav 1

e
Schedule B (Forn 990, 99O-EZ, or 990PF) (2006)
Name of organizion

e
Page -. of -. of Part I
Employer Identification number
(c)

GUY-NADEL FOUNDATION, INC im'i Contributors (See Specic Instructions)
(a) No.

(b) Name, addres, and zip + 4

(d)

Aggregate contributions
$

Type of contribution

-~
1

ARTHUR AND MARGUERITE NADEL

1,250,000.

Person
Payroll

3966 COUNTRY VIEW DRIVE
SARASOTA FL

Noncah
(Complete Part ii

~

34233
(b)
(c)

ifthere is a
noncash contribution )

(a) No.

(d)

Name, addre, and ZiP + 4

Aggreate contrbutions
$

Type of contribution

1

MARGUERITE NADEL

61.

Person
Payroll

3966 COUNTRY VIEW DRIVE
SARASOTA FL

Noncah
(Complete Part II

~

34233
(b)
(c)
Aggregate contrbutions

ifthere is a

noncash contnbution )

(a) No.

(d)

Name, addre, and zip + 4

Type of contribution

$

Person
Payroll Noncash
(Complete Part II
ifthere IS a

~

noncash contribution )

(a) No.

(b)

(c)

(d)
Type of contrbution

Name, addre, and zip + 4

Aggreate contrbutons
$

Person
Payroll

Noncah
(Complete Part II

~

ifthere is a
noncash contribution )

(a) No.

(b)

(c)

(d)
Type of contrbution

Name, addre, and ZiP + 4

Aggreate contributions
$

-~
_
(d)

-----------_._- _::~~~h___
(Complete Part II

ifthere is a

noncash contribution )

(a) No.

(b)

(c)

Name, addres, and zip + 4

Aggreate contributions
$

Type of contribution

Person
Payroll

Noncash
(Complete Part II
ifthere IS a

~

noncash contnbution )
BCA Copyright form softwara only, 2006 Univarsal Tax Systams, Inc All rights rasarved

US990B$2 Rav 1 Schedule B (Form 990, 99O-EZ, or 99O-PF) (2006)

e
Detail Sheet
Name: GUY-NADEL FOUNDATION, INC

2006
ID:

Description' PART I LINE 18 - TAXES ,
Tvpe
Amount

INTERNAL REVENUE SERVICE
OGDEN
UT

LATE FILING FEE

146.

FL SECRETARY OF STATE TALLAHASSEE FL
ANNUAL CORPORATION

FILING FEE

61.

.

Total

.0. ..

..

.... .

.....

...

'0 ..

0.0 .

....

....

207.

Copynght form software only, 200 Universal Tax Systems, Inc All rights reserved USWDET$1

-Detail Sheet
Name: GUY-NADEL FOUNDATION, INC

e
2006
ID:

Descr' tion PART. I LINE 23 .p
:

-

OTHER EXPENSES
Type
Amount

BANK SERVICE CHARGES

43.

Total..

...~

.. ....

....

.....

..

....

..

."

.. .. ..

...

43.

Copyright form softare only, 2006 Universal Tax Systams, Inc All rights reserved USWDET$1

e
Detail Sheet
Name: GUY-NADEL FOUNDATION, INC
Description:

e
2006
ID:

PART II

-

BALANCE SHEETS
Tvoe

- LINE 13
Amount

INVESTMENTS:
LOTS DONATED IN TAX YEAR 2005 - AT LAUREL MOUNTAIN PRESERVE, BLACK MOUNTAIN, BUMCOMBE COUNTY NC
PURCHASE OF LOTS, (FOR DEVELOPMENT)

704,150.

12/06/2006

IN THOMASVILLE GA

5,315.

SMITH BARNEY TRADING ACCOUNT

1,994,963.

i

I

I :

, , , i i i I

Total.

.. '0'

.. .

...

..

.0 .0' .. o' . .

..

..... ... .....

. ....

2,704,428.

COPYrIght form software only, 2006 Univarsa1 Tax Systems, Inc All rIghts reserved USWDET$1

e
Detail Sheet
Name: GUY-NADEL FOUNDATION, INC

-2006
ID:

Description' PART X - LINE IB
Type
Amount

AVERAGE OF MONTHLY CASH BALANCES

OPENING BALANCE, CLOSING BALANCE,
TOTAL

01/01/2006 12/31/2006

2,136,970 739,531 2,876,501
119,854.

2,876 501 / 1,438,251 /

2=

1,438,251
119,854

12 =

TotaL.. "

..

..

....

. ."

...

...

.. ..

.. . ... . ...

119,854.

Copyright form soiiware only, 2006 UnNersal Tax Systems, Inc All rights rasaived USWDET$1

e
Detail Sheet
Name: GUY-NADEL FOUNDATION, INC

e
2006
ID:

Description' PART. ,X LINE LC
Type
Amount

FAIR MARKET VALUE OF OTHER ASSETS
OPENING BALANCE CLOSING BALANCE
TOTAL

- 01/01/2006 - 12/31/2006
1,704,289
142,024

2,704,428 3,408,578

704,150

3,408,578 / 1,704,289 /

2=

12 =

142,024.

Total.

... ..

..

..

..

..

... . .

..

....

..

..

..

.... .

142,024.

Copy"ghl form sollware only, 2006 Univarsal Tax Systems, Inc All "ghts r8sarvad USWDETSI

e

e

GUY -NADEL FOUNDATION, INC. T.I.N.

FORM 990-PF PART XV - SUPPLEMENTARY INFORMATION #3 - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR TAX YEAR - 2006

Recipient
Angel Flight of Georgia 2000 Airport Road Atlanta GA 30341
Backlot Ars, Inc. 2205 Industrial Blvd.
Sarasota FL 34234

Status
Social Agency

Purpose of Contributions
Operations

Amount
$

2,000.

Theatre

Operations Operations
Jaz Concert Jaz Concert

$ 75,000.

$

5,000.

$ 20,000 $ 35,000

Carolina Mountain Land Concervancy 317 No. Washington S1.

Nature Seminar Conservancy

$

2,500.

Hendersonsvile NC 28793
Children's Haven & Adult Communty Services
4405 DeSoto Rd.

Social Agency

Holiday Hope Campaign

$ 10,000

Sarasota FL 34235

Community Aids Network 1231 So. Tuttle Ave.
Sarasota FL 34243

Social Agency

Operations

$

1,000.

Designng Women Boutique 1226 No. Tamiami Trail Sarasota FL 34236

Charty
Resale Store

Fashion Week

$

2,500.

Faith Baptist Church 8751 Fruitvile Rd.
Sarasota FL 34240

Church

Youth Bus

$

5,000.

Firelands Assn for the Visual Ars 39 So. Main Street Oberlin OH 44075

Arts Association

Endowment Fund

$

3,000.

e

e

GUY -NADEL FOUNATION. INC. T.I.N

FORM 990-PF PART XV - SUPPLEMENTAL INFORMATION #3 - GRATS AND CONTRIBUTIONS PAID DURING THE YEAR TAX YEAR - 2006

Recipient
Flats Creek Baptist Church

Status
Church

Purpose of Contributions
Chrstmas Giving

Amount
3,000

$

Flats Creek NC
Girls' Inc.

204 So. Tuttle Ave. Sarasota FL 34237

Social Agency

Operations

$100,000.

Habitat for Hwnanty 1757 East Ave. No. Sarasota FL 34234

Constrct' n
Affordable Housing

Purchase of

$ 50,000.

Land

Humane Society of Sarasota County 2331 15th Street
Sarasota FL 34237
Jaz Club of Sarasota

Anmal
Shelter

Operations

$

2,000.

Ars
So.

330 Pineapple Ave. Sarasota FL 34236

Association

Operations Operations
Jaz Concert

$ $

$

5,000. 1,000. 1,500.

Jewish Family & Children's Svce. 2688 Fruitvile Rd. Sarasota FL 34237 '

Social Agency

Building Stronger

Families Program

$ 50,000.

Oasis Animal Shelter
P.O. Box 11

Anmal
Shelter

Operations

$

2,000.

Oberlin OH 44074
Oberlin Community Service Center Social Agency 285 So. Professor St.
Operations
$

5,000.

Oberlin MA 44074

e
FORM 990-PF

e

GUY -NADEL FOUNDATION, INC. T.I.N.

PART XV - SUPPLEMENTAL INFORMATION #3 - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR TAX YEAR - 2006

Recipient
St, Jude R.C. Church 3930 17th Street Sarasota FL 342335

Status
Church

Purpose of Contributions
Spanish Ministr

Amount
$100,000. $ 5,000.
$ 5,000. $ 4,500. $ 10,000.
$

Operations Noche de Celebracion Operations Chrstmas Offering
Church

S1. John's Presbyterian Church 5020 W. Bellfort
Houston TX 77025

Memorial Gift

1,000.

S1. Marha's R..C. Church 200 No. Orange Ave,
Sarasota FL 34236

Church

Easter Offering

$

5,000.

S1. Margaret Mar Roo Church 102 Andrews Place Swananoa NC 28778
S1. Thomas More R.C. Church
2506 Gulfgate Dr. Sarasota FL 342331

Church

Operations Chrstmas Offering

$

$

5,000. 300.

Church

Operations

$

1,000.

Sarasota Opera
50 Central A venue

Ars
Association

Produce Opera

$ 12,000.

Sarasota FL 34236
Sarota Youth Opera

Building Endowment
Youth Chorus

$100,000.

Ars
Association

$

2,000.

50 Central A venue

Sarasotsa FL 34236
SPAARC 2139 Main Street
Sarasota FL 34236
Social

Operations

$

5,000.

e

e

GUY .NADEL FOUNDATION, INC. T.I.N.
FORM 990-PF PART XV - SUPPLEMENTARY INFORMATION #3 - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR TAX YER - 2006

Recipient
University of South Florida 4202 East Fowler Ave.
Tampa FL 33620

Status
Education

Purpose of Contributions
Operations

Amount

$ 5,000.

YMCA Foundation
One So. School Ave. Sarasota FL 34237

Social

Operations

$ 14,000.

TOTAL CONTRIBUTIONS

$655,300.