990-PF Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/223/... · 2017. 6....

Form 990-PF Return of Private Foundation OMB NO 1545-0052

or Section 4947(a)(1) Nonexempt Charitable Trust n00 Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note : The organization may be able to use a copy of this return to satisfy state reporting requirements. For calendar yea? 2003, or tax year beginning , and ending

Name change G Check all that a I 0 Initial return ~ Final return 0 Amended return C]Address change

Use the IRS Name of organization A Employer Identification number

label . Otherwise, . DOUGLAS NOLAN FOUNDATION, INC . 22-3282521

print Number and street (or P O box number if mail Is not delivered to street address) Room/sulte g Telephone number ortype . ,0 . BOX 903 860-434-2090

See Specific Instructions . ~~ty or town, state, and ZIP code C it exemption application is pending, check here

EW CANAAN CT 06840 D 1 . Foreign organizations, check here (c)( 3 )

2 . Foreign organizations meeting the 85% test, , H Check e of org anization X Section 501 exempt private foundation check here and attach comp utation

Section 4947(a)(1) nonexempt charitable trust = Other taxable private foundation E If private foundation status was terminated I Fair market value of all assets at end of year J Accounting method 0 Cash 0 Accrual under section 507(b)(1)(A), check here 1 D (from Part ll, col (c), line 16) = Other (specify) F If the foundation is in a 60-month termination " $ 4 6 8 3 2 1 . (Part l, column (d) must be on cash basis.) under section 507 ( b )( 1 ) B), check here " 0 part I Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements

(fhe total of amounts in columns (b), (c), and (d) may not ex penses p er books income income fog charitable purposes necessarily equal the amounts In column (a) ~ p (cash basis only)

1 Contributions, gifts, grants, etc , received 420534 . N/ A Check ~~lithe lounda4oni5notrequired toattachSchB

2 Distributions from split interest trusts . ..~ Interest on savings and temporary

cash Investments 98 . 98 . Statement 1 a Dividends and interest from securities 2457 . 2457 . Statement 5a Gross rents b (Net rental Income or (loss) I . . .

~ 6a Net gain or (loss) from sale of assets not on 222 . ~ ~ ~ b Gross sales price for all 5139 . " " " > assets on line 6a

7 Capital gain net income (horn Part IV, line 2) 222 . 8 Net short-term capital gain 9 Income modifications

.� _ 10a Gross sales less returns and allowances

b Less Cost of goods sold

c Gross profit or (loss) 11 Other income 12 Total . Add lines 1 throu g h 11 423311 . 2777 . 13 Compensation of officers, directors, trustees, etc

14 Other employee salaries and wages 15 Pension plans, employee benefits 16a Legalfees Stmt 3 250 . 0 . 0 .

b Accounting fees c Other professional fees

> 17 Interest 18 Taxes Stmt 4 57 . 0 . 0 . 19 Depreciation and depletion

E 20 Occupancy a 21 Travel, con orencesp's' E

22 Printing an pu ca ions ~ 23 Other expe ~

24 Total opera rig nhad0nistrative expenses . dl 307 . 0 . 0 .

0 25 Contribution , gi s, r f~ 1 5800 . 5800 . 26 Total expenses and disbursements .

Add lines 24 and 25 6107 . 0 . 5800 . 27 Subtract line 26 from line 12

8 Excess of revenue over expenses and disbursements 417204 .

b Net Investment Income (if negative, enter -o-) 2 777 . 1 C Ad j usted net Income (if negative, enter -0-) N/A

323501 iz-os-a3 LHA For Paperwork Reduction Act Notice, see the instructions . 1 Form 990-PF (2003)

11220507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1 IU

Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDATION INC .

Balance Sheets Atmchedschedules andamoun5lnihedescripdon Beginning of year column should befarend~af-yearamounts only (a) Book Value

1 Cash - non-interest-bearing I 4913 .

22-3282521 End of vear

(c) Fair Market Value

3790 .

289453 . 18075 .

140322 .

16681 .

468321 .

Organizations that follow SFAS 117, check here 1 U and complete lines 24 through 26 and lines 30 and 31 .

N 24 Unrestricted U

25 Temporarily restricted m 26 Permanently restricted

Organizations that do not fallow SFAS 117, check here 1 D and complete lines 27 through 31 .

,°~ 27 Capital stock, trust principal, or current funds r y 28 Paid-in or capital surplus, or land, bldg , and equipment fund H a 29 Retained earnings, accumulated income, endowment, or other funds r °' 30 Total net assets or fund balances z

0 . 55000 .

411102 . 466102 .

0 . 55000 . -6102 . 48898 .

31 Total liabilities and net assets/fund balances 1 48898 .1 466102 .

pa_~jf] Analysis of Changes in Net Assets or Fund Balances

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

2 Enter amount from Part I, line 27a 3 Other increases not included m line 2 (itemize) 01 4 Add lines 1, 2, and 3 5 Decreases not included m line 2 (itemize) 01 6 Total net assets or fund balances at end of veer (line 4 minus line 5) - Part II, column (b), line 30

48898 . 417204 .

0 . 466102 .

0 . 466102 .

Form 990-PF (2003)

2 11220507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

2 Savings sand temporary cash investments 3 ~Accounts receivable 1

Less allowance for doubtful accounts 1 4 Pledges receivable 1

Less' allowance for doubtful accounts 1 5 Grants receivable 6 Receivables due from officers, directors, trustees, and other

disqualified persons 7 Other notes and loans receivable

Less allowance for doubtful accounts 1 8 Inventories for sale or use r

y 9 Prepaid expenses and deferred charges a 10a Investments - U S and state government obligations Stmt 5

b Investments - corporate stock Stmt 6

c Investments -corporate bonds Stmt 7

11 investments -landbulldlnps,andequipment basis 1

Less accumulated depreciation 1

12 Investments - mortgage loans

13 Investments - other Stmt 8 14 Land, buildings, and equipment basis 1

Less accumulated depreciation

15 Other assets (describe 1 )

17 Accounts payable and accrued expenses 18 Grants payable 19 Deferred revenue 20 Loans from officers, directors, trustees, and other disqualified persons

21 Mortgages and other notes payable

'j 22 Other liabilities (describe " )

5085 . 0 .

29906 .

8994 .

48898 .

0 .

Book Value

3790 .

288933 . 18075 .

138623 .

16681 .

466102 .

0 .

323511 12-05-03

. ,

Form 990-PF 2003) L . DOUGLAS NOLAN FOUNDAT ION INC . Part, IV Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e g , real estate, 2-story back warehouse, or common stock, 200 shs MLC Co )

1a A.G .EDWARDS/VA ELEC & POWR CO 6 .75%BOND n REDEMPTION

3

(f) Depreciation allowed (g) Cost or other basis (or allowable) plus expense of sale

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

4917 . c

Complete only for assets sh

(I) F M V as of 12/31/69

m m column (h) and owned by the foundation on 12/31/69

(1) Adjusted basis (k) Excess of col (i) as of 12/31/69 over col (1), if any

(q Gams (Col (h) gam minus col (k), but not less than -0-) or

Losses (from col (h))

222 .

7 Add lines 5 and 6 7 157 .

8 Enter qualifying distributions from Part XII, line 4 8 5800 .

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

azaszinz-os-oa Form 990-PF (2003) 3

11220507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

(e) Gross sales pace

5139 .

22-3282521

(b 1 How acquired (c) Date acquired (d) Date sold P - Purchase (mo , day, yr ) (mo , day, yr ) D - Donation

P 07/11/01 12/15/03

222 .

2 Capital gain net income or (net capital loss) ~ If ain, also enter in Part I, line 7 1 If loss), enter -0- m Part I, line 7 f 2 222 .

3 Net short-term capital gain or (loss) as defined m sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) If (loss), enter-0-in Part I, line 8 3 N/A

Pat't V I Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )

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

Was the organization liable for the section 4942 tax on the distnbutable amount of any year m the base periods ~ Yes ~ No If °Yes,'the organization does not qualify under section 4940(e) Do not complete this part 1 Enter the appropriate amount in each column for each year ; see instructions before making any entries

d Base pe and years Adjusted qualifying distributions Net value of noncharitablo-use assets

Distribution ratio Calendar ear or tax ear be innin in (col (b) divided by col (c))

2002 2900 . 42305 . .0685498 2001

1999

2 Total of line 1, column (d) 2 .0685498 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years

the foundation has been in existence if less than 5 years 3 . 0685498

4 Enter the net value of nonchantable-use assets for 2003 from Part X, line 5 4 1885 .

5 Multiply line 4 by line 3 5 129 .

6 Enter 1% of net investment income (1% of Part I, line 27b) 1 6 1 28 .

22-3282521 Page a or 4948 - see instructions)

i 28 .

2 0 . 28 .

a 0 .

Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDAT ION INC . P~~t Yt Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e); 1 a Exempt operating foundations described in section 4940(d)(2), check here " 0 and enter 'N/A' on line 1

Date of ruling letter (attach copy of ruling letter ii necessary-see instructions) b Domestic organizations that meet the section 4940(e) requirements in Part V, check here " ~X and enter 1'%

of Part 1, line 27b c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, cot (b)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only . Others enter -0-) 3 Add lines 1 and 2 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 5 Tax based on Investment Income . Subtract line 4 from line 3 If zero or less, enter-0- 6 Credits/Payments a 2003 estimated tax payments and 2002 overpayment credited to 2003 6a b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld 6d 7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated tax Check here [_ if Form 2220 is attached

0 .

28 . 9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed " 9 10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid " 10 11 Enter the amount of line 10 to be Credited to 2004 estimated tax t Refunded " 11


[.Part VlI-A J Statements Regarding Activities 1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No

any political campaign 1a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition) 1b

If the answer is "Yes" to 1 a or l b, attach a detailed description of the activities and copes of any materials published or distributed by the organization m connection with the activities .

c Did the organization file Form 1120-POL for this years 1 c X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the organization " $ 0 . (2) On organization managers " $ 0 . e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization

managers " $ 0 . 2 Has the organization engaged in any activities that have not previously been reported to the IRS 2 X

If "Yes, " attach a detailed description of the activities. 3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or

bylaws, or other similar instruments If "Yes," attach a conformed copy of the changes 3 4a Did the organization have unrelated business gross income of $1,000 or more during the years 4a X b If'Yes ; has it filed a tax return on Form 990-T for this years N/A 4b

5 Was there a liquidation, termination, dissolution, or substantial contraction during the years 5 X If "Yes," attach the statement required by General Instruction T.

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

remain in the governing instruments 6 X 7 Did the organization have at least $5,000 in assets at any time during the years 7 X

If "Yes, " complete Part fl, cot. (c), and Part XV. 8a Enter the states to which the foundation reports or with which it is registered (see instructions) 01 CONNECTICUT

b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No,"attach explanation 8b X

9 Is the organization claiming status as a private operating foundation within the meaning of section 49420)(3) or 4942(j)(5) for calendar year 2003 or the taxable year beginning in 2003 (see instructions for Part XIV)? If "Yes," complete Part XIV 9

10 Did any persons become substantial contributors during the tax years it 'Yes,* attach a schedule listing their names and addresses Stmt 9 10 X

11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications 11 X

Web site address " N/A

12 The books are in care of " SUZANNE WALL, TRUSTEE/ PRESIDENT - Telephone no 10, located at " P . 0 . 9 0 3 NEW CANAAN, CT ZIP+4 lo-0 6840

13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here No. E__1 and enter the amount of tax-exempt interest received or accrued during the year 10- 1 13 ~ N/A

iz os oa Form 990-PF (2003)

22-3282521 Pages Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDAT ION, INC .

X

b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fad to quality under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see instructions) N/A 5b Organizations relying on a current notice regarding disaster assistance check here 1 0

c If the answer is "Yes" to question 5a(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A Yes No If "Yes, " attach the statement required by Regulations section 53.4945-5(d).

6a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contracts ~ Yes D No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts 6b X If you answered "Yes" to 6b, also file Form 8870.

Form 990-PF (2003)

323541 12-05-03


'art V11-B I Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies .

1 a During the year did the organization (either directly or indirectly) (1), Engage in the sale or exchange, or leasing of property with a disqualified persons D Yes M No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified persons 0 Yes EXI No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ~ Yes EXI No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons ~ Yes EX7 No (5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person) 0 Yes 0 No (6) Agree to pay money or property to a government officials (Exception . Check 'No'

if the organization agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days ) = Yes M No

b If any answer is 'Yes' to 1 a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941(4)-3 or in a current notice regarding disaster assistance (see page 19 of the instructions) N/A Organizations relying on a current notice regarding disaster assistance check here t D

c Did the organization engage in a prior year in any of the acts described m 1 a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2003 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 4942(j)(3) or 4942(j)(5))

a At the end of tax year 2003, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning 0 Yes ~ No before 2003

If "Yes," list the years ", 6 Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect

valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2) to all years listed, answer 'No, and attach statement-see instructions ) N/A

c If the provisions of section 4942(a)(2) are being applied to any of the years listed m 2a, list the years here

3a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the years ~ Yes OX No

b If "Yes," did it have excess business holdings in 2003 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gait or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the organization had excess business holdings m 2003.) N/A

4a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes b Did the organization make any investment m a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2003

5a During the year did the organization pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ~ Yes EKI No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly,

any voter registration drive? ~ Yes D No (3) Provide a grant to an individual for travel, study, or other similar purposes 0 Yes [K] No (4) Provide a grant to an organization other than a charitable, etc , organization described in section

509(a)(1), (2), or (3), or section 4940(d)(2)? 0 Yes D No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals D Yes D No

X

X

i2 s'oa Form 990-PF (2003) 6


' ' L . DOUGLAS NOLAN FOUNDATION,INC . 22-3282521 Information About Officers, Directors, Trustees, Foundation Mangers, Highly Page s Paid Employees, and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation :

(a) Name and address (b) Title, and average (c) Compensation (d~Contnbudonsto (e) Expense

hours per week devoted (If not pall, emp ayee~be~n~iplans account, other to position enter -0- com ensaeo allowances

TIMOTHY J . DURKIN TRUSTEE/TREASURER 900 CENTRAL ROAD RYE BEACH NEW HAMPSHIRE 03871 1/2 0 . 0 . 0 . SUZANNE M. WALL RUSTEE/PRESI ENT/SEC 11 MEADOW LANE-COTTAGE NEW CANAAN CT 06840 1 0 . 0 . 0 . WILLIAM A. DURKIN TRUSTEE 12 POINT ROAD WILSON POINT SOUTH NORWALK CT 06854 0 0 . 0 . 0 . LINDA WARD TRUSTEE 76 FERRY ROAD HADLYME CT 06439 0 0 . 0 . 0 . 2 Compensation of five highest-paid employees (other than those included online 1) . If none, enter "NONE."

(b) Title and average (d~ContrIbuUonsto (e) Expense (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation e"'° a dae~e~e'~~"5 account, other

devoted to position com ensation allowances NONE

Total number of other employees paid over $50,000 " ~ 0 3 Five highest-paid independent contractors for professional services. If none, enter "NONE."

(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation NONE

Total number of others receivin g over $50,000 for professional services pmt 1X -A Summary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc

EDUCATIONAL SCHOLARSHIPS TO LOCAL GRADUATING HIGH SCHOOL STUDENTS ATTENDING VARIOUS UNIVERSITIES OR COLLEGES

2 SCHOLARSHIP FUND AT THE WESTON JESUIT SCHOOL OF THEOLGY CAMBRIDGE MA

3ACADEMIC ACHIEVEMENT FUND-U OF RI GRADUATE SCHOOL

4 VARIOUS LOCAL CHARITABLE INSTITUTIONS

Amount

Total . Add lines 1 through 3 . . .

1539 . 375 .

1914 .

E XMInImuR1 Investment Return (All domestic foundations must complete this part . Foreign foundations, see instructions .)

1 Fair market value of assets not used (or held for use) directly m carrying out charitable, etc , purposes a Average monthly fair market value of securities b Average of monthly cash balances c Fair market value of all other assets d Total (add lines 1a, b, and c) e Reduction claimed for blockage or other factors reported on lines 1 a and

1c (attach detailed explanation) 1e 2 Acquisition indebtedness applicable to line 1 assets 3 Subtract line 2 from line 1 d

0 . 0 .

14 . 1

7

112?_0507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDATION, INC .

Part IX-~ Summary of Program-Related Investments

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2

NIA

2

All other program-related investments See instructions 3

22-3282521 Page

4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 2 -9 . 5 Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 1885 . 6 Minimum Investment return . Enter 5% of line 5 ~ 6 ~ 94 .

xn Dlstrlbutable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here " ED and do not complete this part

1 Minimum investment return from Part X, line 6 1 94 . 2a Tax on investment income for 2003 from Part VI, line 5 2a 28 . b Income tax for 2003 (This does not include the tax from Part VI ) 2b c Add lines 2a and 2b 2c 2 8

3 Distnbutable amount before adjustments Subtract line 2c from line 1 3 6 6 . 4a Recoveries of amounts treated as qualifying distributions 4a

0b Income distributions from section 4947(a)(2) trusts 4b 0 c Add lines 4a and 4b 4c 0 .

5 Add lines 3 and 4c s 66 . g Deduction from distnbutable amount (see instructions) g 0 . 7 Distrlbutable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 ~ 7 ~ 6 6 .

p~Ti ~f~~ Qualifying Distributions (see instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1 a 5800 .

b Program-related investments -Total from Part IX-B 1b 02 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes 2

3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b

4 Qualifying distributions . Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 5800 . 5 Organizations that quality under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b 5 28 . 6 Adjusted qualifying distributions . Subtract line 5 from line 4 ~ 6 ~ 5772 .

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

Form 990-PF (2003)

323561 12-OS-03

Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDATION, INC . 22-3282521

Part ~C11! Undistributed Income (see instructions)

(a) (b) (c) (d) Corpus Years prior to 2002 2002 2003

1 Distributable amount for 2003 from Part XI, line 7 66 .

2 undistributed Income, if any, as of the end of 2002 a Enter amount for 2002 only 0 . b Total for prior years'

0 . 3 Excess distributions carryover, if any, to 2003 a From 1998 229 . b From 1999 1445 . c From 2000 1354 . d From 2001 1226 . e From 2002 842 . 1 Total of lines 3a through e 5096 .

4 Qualifying distributions for 2003 from Part XII, line 4 " $ 5800 .

a Applied to 2002, but not more than line 2a 0b Applied to undistributed income of prior

years (Election required-see instructions) 0 . c Treated as distributions out of corpus (Election required - see instructions) 0 .

d Applied to 2003 distnbutable amount 66 . e Remaining amount distributed out of corpus 5734 .

5 Excess distributions carryover applied to 2003 0 " 0 (if an amount appears In column (d), the same amount must be shown In column (a) )

6 Enter the net total of each column as indicated below :

2 Corpus Add lines 3f, 4c, end 4e Subtract line 5 1083 0 . b Prior years' undistributed income Subtract

line 4b from line 2b 0 . c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed 0 .

d Subtract line 6c from line 6b Taxable amount-see instructions 0 .

e Undistributed income for 2002 Subtract line 4a from line 2a Taxable amount - see instr

I Undistributed income for 2003 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2004 0

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(g)(3) 0 .

0 Excess distributions carryover from 1998 not applied on line 5 or line 7 229 .

J Excess distributions carryover to 2004 . Subtract lines 7 and 8 from line 6a 10 6 0 1 .

10 Analysis of line 9 a Excess from 1999 1445 . b Excess from 2000 1354 . c Excess from 2001 122 6 . d Excess from 2002 842 . e Excess from 2003 5734 .

Form 990-PF (2003) 31.3571 12-05-03


323581/01 .20-04 Form 990-PF (2003 )


Form 990-PF 2003 L . DOUGLAS NOLAN FOUNDATION INC . 22-3282521 Paft XIV Private Operating Foundations (see instructions and Pan VII-A, question s) N/A 1 a If the foundation has received a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2003, enter the date of the ruling lo. I b Chick box to indicate whether the organization is a p rivate opera tin foundation described in section [] 4942 (j)(3 ) or ~ 4942(i)(5)

2 a Enter the lesser of the adjusted net Tax ear Prior 3 years income from Part I or the minimum (a) 2003 (b) 2002 (c) 2001 (d) 2000 (e) Total

investment return from Part X for each year listed

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

line 4 for each year listed d Amounts included in line 2c not

used directly for active conduct of exempt activities

e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c

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

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

(2) Value of assets qualifying under section 4942(j)(3)(B)(i)

b 'Endowment alternative test - Enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed

c 'Support' alternative test - enter (1) Total support other than gross

investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)

(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iu)

(3) Largest amount of support from an exempt organization

4 Gross investment income Part XV Supplementary Information (Complete this part only if the organization had $5,000 or more in assets

at any time during the year-see page 25 of the instructions.) 1 Information 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 section 507(d)(2) )

None 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 entity) of which the foundation has a 10% or greater interest

None 2 Information Regarding Contribution, Grant, Gin, Loan, Scholarship, etc., Programs:

Check here 01 0 if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d .

a The name, address, and telephone number of the person to whom applications should be addressed SUZANNE M . WALL, PRESIDENT L .DOULAS NOLAN FOUNDATION, INC . NEW CANAAN, CT 06840

b The form in which applications should be submitted and information and materials they should include SEE ATTACHED SCHEDULE A AND SCHOLARSHIP APPLICATION FORM

c Any submission deadlines SEE ATTACHED SCHEDULE A AND SCHOLARSHIP APPICATION FORM

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors SEE ATTACHED COPIES OF ARTILCES I AND II OF THE FOUDATIONS BY-LAWS

Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDATION, INC . 22-3282521 Page 1 o Pait XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment

Recipient If recipient is an individual, show any relationship to Foundation

' Name and address (home or business) any foundation manager status of or substantial contributor recipient

Purpose of grant or contribution Amount

a Paid during the year

ASSUMPTION COLLEGE, WORCESTER, MA

/A

BRYANT COLLEGE, SMITHFIELD, R .I . 02917-1287 /A

EASTERN CONNECTICUT STATE UNIVERSITY, WILLIMANTIC, CT /A



ENDICOTT COLLEGE, BEVERLY MA

/A

WESTERN NEW ENGLAND COLLEGE, SPRINGFIELD, MA

/A

Total

None

10- 3b 0 . Total Form 990-PF (2003)

10

2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

323601/12-05-03

I

11220507 794775 Nolan

b Approved for future payment

SCHOLARSHIP E :AMY SARAH

OLLEGE CKERT 900 .

SCHOLARSHIP RE STACY L . TRAVIS

OLLEGE

SCHOLARSHIP E :STEPHANIE

NIVERSITY NN LAWSON 1500 .

SCHOLARSHIP RE : KRISTEN

NIVERSITY LIZABETH DILL 1000 .

SCHOLARSHIP RE : LISA ANN KROC

NIVERSITY 500 .

SCHOLARSHIP RE : J ESSICA A .

OLLEGE ICHARDS 900 .

SCHOLARSHIP RE : NNA LEIGHT

OLLEGE ULLEN 1000 .

" 3a 5800 .

Enter gross amounts unless otherwise indicated uoralmsa ousmess income Excluded b section 512 513 or sia (a) (b) ~~'u_ (d) Related or exempt

Business Amount Scode 'o" Amount function income 1 Program service revenue code a b c d e t g Fees and contracts from government agencies

2 Membership dues and assessments 3 Interest on savings and temporary cash

investments 14 98 . 4 Dividends and interest from securities 14 2457 . 5 Net rental income or (loss) from real estate

a Debt-financed property b Not debt-financed property

6 Net rental income or (loss) from personal property

7 Other investment income 8 Gain or (loss) from sales of assets other

than inventory 18 222 . 9 Net income or (loss) from special events

10 Gross profit or (loss) from sales of inventory 11 Other revenue

a b c d e

12 Subtotal Add columns (b), (d), and (e) 0 . 2777 .1 0 . 13 Total . Add line 12, columns (b), (d), and (e) 13 2777 . (See worksheet in line 13 instructions to verify calculations 1

N_rtXVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

iz os o3 Form 990-PF (2003) 11

1122.0507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

Foim990-PF(2003) L . DOUGLAS NOLAN FOUNDATION, INC . 22-3282521 PaQell

Part XVt~A Analysis of Income-Producing Activities

Form 990-PF (2003) L . DOUGLAS NOLAN FOUNDAT ION, INC . 22-3282521 FP-art XVtI Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations Did the organization directly or indirectly engage m any of the following with any other organization described m section 501(c) of YeS NO 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 noncharitable exempt organization of (1) Cash 1a 1 X (2) Other assets 1a 2 X

b Other transactions (1) Sales of assets to a nonchantable exempt organization 1 b ( 1 ) X (2) Purchases of assets from a nonchantable exempt organization 1b ( 2 )1 X (3) Rental of facilities, equipment, or other assets 1 b 3 X (4) Reimbursement arrangements 1b 4 X (5) Loans or loan guarantees 1b 5 (B) Performance of services or membership or fundraising solicitations 1b 6

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

or services given by the reporting organization If the organization received less than fair market value in any transaction or sharing arrangement, show m

2a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described m section 501(c) of the Code (other than section 501(c)(3)) or in section 527 El Yes [11 No

b If 'Yes , ' comp lete the followin g schedule (a) Name of organization (b) Type of organization (c) Description of relationship

N/A

11220507 794775 Nolan 2003 .0500

Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, coned, and complete Declaration of praparer (other than taxpayer or fiduciary) Is based on all Infortn a-^ ̂ 1 w11-1

Signature o icer or trustee Preparer's'

N signature

Ftm;sname cor yours ATTORNEY R~RT J . CL CL y aD If self-employed), 'P .0 . BOX 854

aaaiess,anazIPcooo ESSEX, CT 06426

323621 12-OS-03

Schedule B (Form 990, 990-EZ, or

990-PF) Department of the Treasury Internal Revenue Service

Schedule of Contributors OMB No 1545-0047

2003 Supplementary Information for line 1 of Form 990, 990-EZ, and 890-PF (see instructions)

L . DOUGLAS NOLAN FOUNDATION, INC . 1 22-3282521

LHA For Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990, 990-EZ, or 990-PF) (2003) for Form 990 and Form 990-EZ

323451 12-05-03


Name of organization I Employer identification number

Organization type (check one) :

Filers of: Section :

Form 990 or 990-EZ = 501(c)( ) (enter number) organization

D 4947(a)(1) nonexempt charitable trust not treated as a private foundation

0 527 political organization

Form 990~PF M 501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

0 501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule . (Note: Only a section 501(c)(7), (8), or (10) organization can check boxes) for both the General Rule and a Special Rule-see instructions.)

General Rule-

0 For organizations fling Form 990, 990-EZ, or 990~PF that received, during the year, $5,000 or more (in money or property) from anyone contributor . (Complete Parts I and II .)

Special Rules-

0 For a section 501(c)(3) organization filing Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations under sections 509(a)(1)/170(b)(1)(A)(w) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2% of the amount on line 1 of these forms . (Complete Parts I and II .)

0 For a section 501(c)(7), (8), or (10) organization fling Form 990, or Form 990-EZ, that received from anyone contributor, during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals . (Complete Parts I, II, and III .)

For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor, during the year, some contributions for use exclusively for religious, charitable, etc ., purposes, but these contributions did not aggregate to more than $1,000 . (If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc ., purpose . Do not complete any of the Parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc ., contributions of $5,000 or more during the year.) " $

Caution : Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule 8 (Form 990, 990-EZ, or 990-PF), but they must check the box in the heading of their Form 990, Form 990-EZ, or on line 1 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-Pl~

. . ,,

Schedule B (Form 990, 990-EZ, or 990-PF) (2003) Page 1 to 6 of Part I Name of organization Employer Identification number

L . DOUGLAS NOLAN FOUNDATION,INC . 22-3282521

Pad I Contributors (See Specific Instructions .)

(a) (b) (c) (d) No . Name, address, and ZIP + 4 Aggregate contributions Type of contribution

1 L . DOUGLAS NOLAN (DECEASED) Person ~X 0 C/0 SUZANNE WALL 11 MEADOW Payroll

LANE-COTTAGE $ 5000 . Noncash 0

(Complete Part II if there NEW CANON, CT 06840 is a noncash contribution .)


2 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE $ 18075 . Noncash

(Complete Part II if there NEW CANAAN, C T 06840 is a noncash contribution .)

(c) (d) contributions Type of contribution

(a) (b) No . Name, address, and ZIP + 4

3 ESTATE OF L . DOUGLAS NOLAN C/0 SUZANNE WALL 11 MEADOW LANE-COTTAGE $

NEW CANAIIN~ CT 06840

Person Payroll 0

14913 . Noncash

(Complete Pan II if there is a noncash contribution .)

(c) (d) Aggregate contributions Type of contribution

Person Payroll 0

$ 14914 . Noncash FT (Complete Part II if there is a noncash contribution .)


Person Payroll

$ 5751 . Noncash 0

(Complete Part II if there is a noncash contribution .)


4 ESTATE OF L . DOUGLAS NOLAN C/0 SUZANNE WALL 11 MEADOW LANE-COTTAGE

NEW CANAAN, CT 06840





6 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll LANE-COTTAGE $ 10075 . Noncash


323452 12-OS-0.3 Schedule 8 (Form 990,990-EZ,ar990-PF)(2003) 14


.,

Schedule B (Forth 990, 990-EZ, or 990-PF) (2003)

Name of organization

L . DOUGLAS NOLAN FOUNDATION, INC .

to 6 of Part I

Employer identification number

22-3282521


Person Payroll 0

$ 21395 . Noncash



Person 0 Payroll 0

$ 10846 . Noncash


(C) (d) Aggregate contributions Type of contribution

Person 0 Payroll 0

2 0 1 29 . Noncash


1cl (d) Aggregate contributions Type of contribution

Person Payroll

$ 10190 . Noncash 0



Person 0 Payroll

$ 5050 . Noncash EKI (Complete Pan II if there is a noncash contribution .)

Aggregate contributions Type of contribution (a) (b) No . Name, address, and ZIP + 4

12 ESTATE OF L. DOUGLAS NOLAN Person D C/O SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE $ 10013 . Noncash

(Complete Part I I if there NEW CANAAN, CT 06840 is a noncash contribution .)

323452 12-OS-03 Schedule B (Form 990,990-EZ,or990-PF) (2003) 15

112.20507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

Part 1 Contributors (See Specific Instructions .)

(a) (b) No. Name, address, and ZIP + 4















Schedule B (Forth 990, 990-EZ, or 990-PFD (2003) Page 3 to 6 of Part I Name of organization Employer Identification number

L . DOUGLAS NOLAN FOUNDATION INC . 22-3282521

Part ~ Contributors (See Specific Instructions .)

(a) (b) (c) (c) No . Name, address, and ZIP + 4 Aggregate contributions Type of contribution

13 ESTATE OF L . DOUGLAS NOLAN Person D C/O SUZANNE WALL 11 MEADOW Payroll Q LANE-COTTAGE $ 10276 . Noncash 0

(Complete Part II if there NEW CANAAN, CT 06840 is a noncash contribution .)


14 ESTATE OF L . DOUGLAS NOLAN Person O C/0 SUZANNE WALL 11 MEADOW Payroll LANE-COTTAGE $ 10257 . Noncash EKI


(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution

15 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll LANE-COTTAGE $ 10657 . Noncash EKI



16 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE $ 10661 . Noncash


(c) I (d) contributions Type of contribution



18 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE $ 10152 . Noncash EXI

(Complete Pan II if there NEW CANAAN, C T 06840 is a noncash contribution .)

323452 12-05-03 Schedule B (Form 990, 990-EZ, or 990-PF) (2003) 16



17 ESTATE OF L . DOUGLAS NOLAN C/0 SUZANNE WALL 11 MEADOW LANE-COTTAGE g


Person Payroll

10820 . Noncash 0


Schedule B (Forth 990, 990-EZ, or 990-PFD (2003) Page 4 to 6 of Part I

Name of organization Employer Identification number

L . DOUGLAS NOLAN FOUNDATION, INC . 22-3282521

Pad ~ Contributors (See Specific Instructions) ~

(a) (b) (c) No . Name, address, and ZIP + 4 Aggregate contributions Type of contribution

19 ESTATE OF L . DOUGLAS NOLAN Person D C/O SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE $ 10162 . Noncash 0


(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution

20 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll Q LANE-COTTAGE $ 10081 . Noncash 0



21 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll LANE-COTTAGE $ 19961 . Noncash

(Complete Pan II if there NEW CANAAN, CT 06840 is a noncash contribution .)


22 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE g 20378 . Noncash 0



2 3 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll Q LANE-COTTAGE $ 10485 . Noncash


(a) (b) (c) (c) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution

24 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll LANE-COTTAGE g 26647 . Noncash


323452 12-05-03 Schedule B (Form 990, 990-EZ, or 990-PF) (2003) 17


Schedule B (Forth 990, 990-EZ, or 990-PFD (2003)


L . DOUGLAS NOLAN FOUNDATZON,INC .

to V of Part I


22-3282521


Person Payroll

10592 . Noncash

(Complete Part II if there is a noncash contribution )


Person Payroll

15000 . Noncash 0



Person 0 Payroll

20 4 65 . Noncash






Person Payroll

$ 5055 . Noncash 0



Person 0 Payroll 0

g 10380 . Noncash FT (Complete Part II if there is a noncash contribution .)

1c1 (d) Aggregate contributions Type of contribution





29 ESTATE OF L. DOUGLAS NOLAN C/O SUZANNE WALL 11 MEADOW LANE-COTTAGE



30 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll Q LANE-COTTAGE g 10572 . Noncash a


323452 12-05-03 Schedule B (Form 990,990-EZ,or990-PF) (2003) 18


Pad f Contributors (See Specific Instructions.)


25 ESTATE OF L . DOUGLAS NOLAN C/O SUZANNE WALL 11 MEADOW LANE-COTTAGE





Sch edule B (Form 990, 990-EZ, or 990-PFD (2003)


L . DOUGLAS NOLAN FOUNDATION,INC .

to 6 of Part I

Employer Identification number

Person Payroll Noncash 0



Person 0 Payroll Noncash


(a) (b) (c) (cn No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution

Person D Payroll Noncash


323452 12-OS-0.3 Schedule B (Form 990,990-EZ,or990-PF) (2003) 19


Part ~ Contributors (See Specific Instructions .)


31 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll Q LANE-COTTAGE $ 15445 . Noncash 0

(Complete Part II if there NEW CANAIIN, CT 06840 is a noncash contribution .)


32 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll 0 LANE-COTTAGE g 10061 . Noncash 0

(Complete Pan II if there NEW CANAAN, CT 06840 is a noncash contribution .)


3 3 ESTATE OF L . DOUGLAS NOLAN Person D C/0 SUZANNE WALL 11 MEADOW Payroll Q LANE-COTTAGE $ 10661 . Noncash 0


(a) (b) (c) (t) No . Name, address, and ZIP + 4 Aggregate contributions Type of contribution

Schedule B (Forth 990, 990-EZ, or 990-PFD (2003) Name of organization


Pad NOnCash Property (See Specific Instructions .)

(a) No. (b) from Description of noncash property given Part I

ANTHEM INC 241 SHARES 2

1 to V of Part II


22-3282521

M (d) FMV (or estimate) (see instructions)

Date received

g 18075 . 12/31/03

( FMV (or estimate) (d) (see instructions) Date received

14913 . 12/31/03

M FMV (or estimate) (see instructions) Date received

g 14914 . 12/31/03

c FMV (or estimate) Date received

(see instructions)

g 5751 . 12/31/03

M (d) FMV (or estimate)

Date received (see instructions)

10075 . 12/31/03

(d) FMV (or estimate) (see instructions) Date received

(a) No . (b) from Description of noncash property given Part I

WASHINGTON PA 5 .875% 9-1-2010 7

g 21395 . 12/31/03 323453 12-05-Q3 Schedule B (Form 990, 990-EZ, or 990-PF) (2003)



BEAR STEARNS COS INC 3 .75% 9-15-2008 3


GENERAL ELEC CAP CORP 3 .4% 9-15-2008 4


GTE CALIFORNIA 6 .7$ 9-1-20099 5


GENERAL ELEC CAP CORP 4 .35% 12-15-2009 6

Schedule B (Forth 990, 990-EZ, or 990-PFD (2003) Name of organization


G to V of Part II


22-3282521

Pad I I Noncash Property (See Specific Instructions.)

No . (b) M (d) FMV (or estimate) from Description of noncash property given Date received

Pan I (see instructions)

FORD MOTOR CREDIT CO 7 .25% 10-25-2011 8

g 10846 . 12/31/03

(a) No. (b)

M (d) FMV (or estimate) from Description of noncash property given Date received Part I (see instructions)

TEANECK TOWNSHIP NJ 5% 7-1-2012 9

g 20129 . 12/31/03

No. (b) M (d) FMV (or estimate) from Description of noncash property given Date received (see instructions) Part I

TVA ELECTRONNOTES 6 .25% 6-15-16 10

g 10190 . 12/31/03

(a) No . from Description of noncash property given

FMV (or estimate) Date received (see instructions) Part l

MAINE 5 .5% 7-1-2022 11

g 5050 . 12/31/03

from Description of noncash property given FMV (or estimate)

Date received (see instructions) Part I

BRISTOL TWP PA 5 .25$ 2-15-2010 12

g 10013 . 12/31/03

(a) M No.

from Description of noncash property given FMV (or estimate) e Date received

Part I (see instructions)

CALIFORNIA 5 .625$ 10-1-04 13

~g 10276 . 1 12/31/03 Schedule B (Form 990, 990-EZ, or 990-PF) (2003)

21 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

323453 12-05-03

11220507 794775 Nolan

Schedule B (Form 990, 990-EZ, or 990-PFD (2003) Name of organization


3 to V of Part II


22-3282521

(a) No. (b) FMV for estimate) from Description of noncash property given Date received Part I (see instructions)

KENTUCKY 5 .5% 6-1-2008 19

I g 10162 . 12/31/03 323453 12-05-0.3 Schedule B (Form 990,990-EZ,or990-PF) (2003)


pJI Noncash Property (See Specific instructions .)

(a) (c) No . (b) FMV (or estimate) (d) from Description of noncash property given Date received


CALIFORNIA 6$ 12-1-04 14

g 10257 . 12/31/03

(a) (c) No . (b) FMV (or estimate)

from Description of noncash property given Date received Part

I (see instructions)

CT 5 .375% 10-1-2013 15

g 10657 . 12/31/03

(a) No . (b)

M (d) FMV (or estimate) from Description of noncash property given Date received (see instructions) Part I

CT 5 .25 1-1-2012 16

g 10661 . 12/31/03

(a) No. from Description of noncash property given

FMV (or estimate) Date received


CT 5 .5% 5-15-2015 17

g 10820 . 12/31/03


FMV (or estimate) Date received (see instructions) Part I

NEW HAMPSHIRE 6 .150 8-15-06 18

g 10152 . 12/31/03

, . .

Schedule B (Form 990, 990-E2, or 990-PFD (2003)



Pad 11 Noncash Property (See Specific Instructions .)

(a) No. (b) from Description of noncash property given Pan I

HAWAII 6 .3% 7-1-2008 20

to 6 of Part II


22-3282521

g 10081 . 12/31/03

M FMV (or estimate) (see instructions)

Date received

19961 . 12/31/03

M (d) FMV (or estimate)



(a) No . from Description of noncash property given

FMV (or estimate) Date received (see instructions) Part l

UNIVERSITY OF CT 4 .3% 4-1-1012 25

g 10592 . 12/31/03 323453 12-05 -03 Schedule B Form 990 990-EZ or 990-PF 2003



NAUGATUCK CT 2 .9% 3-15-2010 21

M FMV (or estimate) (see instructions) Date received

OHIO 3 .30 4-1-2010 22

g 20378 . 12/31/03

lal No. from Description of noncash property given


WASHINGTON 50 7-1-2010 23

g 10485 . 12/31/03

No. from Description of noncash property given


FORTH WORTH TX 4 .5% 3-1-2012 24

g 26647 . 12/31/03

Schedule B (Form 990, 990-EZ, or 990-PFD (2003) Name of organization

L . DOUGLkS NOLAN FOUNDATION, INC .

P$tth No1lCash Property (See Specific Instructions .)

5 to G of Part II


22-3282521

(a) No. (b)

M (CO FMV (or estimate) from Description of noncash property given (see instructions) Date received

Part I

CT 4 .40 11-15-2017 31

g 15445 . 12/31/03 323453 iz-oe-03 Schedule B (Form 990 990-EZ or 990-PF1 12003


(a) No . (b) FMV (or estimate) from Description of noncash property given

(see instructions) Date received Part I

NEW HAMPSHIRE 3 .95% 7-1-2012 26

15000 . 12/31/03

lal No . (b) FMV (or estimate) from Description of noncash property given (see instructions) Date received

Part I

MONTGOMERY AL 3 .70 9-1-2012 27

g 20465 . 12/31/03

la)

from Description of noncash property given FMV (or estimate)

Date received Part I (see instructions)

CT 6 .50 7-1-2014 28

g 5055 . 12/31/03

(a)

FMV from Description of noncash property given (see (or instructions)

) Date received

Part I

UNIVERSITY OF CT 5% 2-1-2016 29

g 10380 . 12/31/03


FMV (or estimate) (see instructions) Date received

Part I

CT 5 .375% 7-1-2016 30

g 10572 . 12/31/03

Schedule B (Forth 990, 990-E2, or 990-PF) (2003) Name of organization


Pad 11 NOI7CaSh Property (See Specific Instructions.)


CT 4% 11-1-2018 32

(a)

No. (b) from Description of noncash property given Part I

CT 5 .70 7-1-2025 33

(a) No . from Description of noncash property given Part I

to V of Part II


22-3282521

M ldl FMV (or estimate) (see instructions) Date received

g 10061 . 12/31/03

(~) FMV (or estimate) (see instructions) Date received

g 10661 . 12/31/03

(c) FMV (or estimate) (see instructions) Date received

(a) No . from Part I

b Description of noncash property given

FMV (or estimate) Date received (see instructions)

Schedule B (Form 990,990-EZ,or990-PF) (2003) 25

2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

323453 12-05-03

11220507 794775 Nolan



(c)

Description of noncash property given FMV (or estimate)


(c)

Description of noncash property given FMV (or estimate)


(c)

~ $ L . DOUGLAS NOLAN FOUNDATION,INC . 22-3282521

Form 990-PF Interest on Savings and Temporary Cash Investments Statement 1

Amount

A .G .EDWARDS ESSEX SAVINGS BANK

Total to Form 990-PF, Part I, line 3, Column A

Dividends and Interest from Securities

Column (A) Amount

2457 .

2457 .

0 .

0 .

A .G . EDWARDS

'total to Fm 990-PF, Part I, In 4 2457 .

Form 990-PF Legal Fees Statement 3

(a) (b) Expenses Net Invest-Per Books ment Income

250 . 0 .

250 . 0 .

(c) (d) Adjusted Charitable Net Income Purposes

0 .

0 .

Description

TAX PREPARATION/ATTORNEY

To Fm 990-PF, Pg 1, In 16a

Form 990-PF Taxes Statement 4

0 .

0 .

57 . 0 .

57 . 0 .

26 Statement s) 1, 2, 3, 4 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1 11220507 794775 Nolan

Source

form 990-PF

Source Gross Amount

2457 .

Capital Gains Dividends

90 . 8 .

98 .

Statement 2

Description

EXCISE TAX BASED ON INV . INCOME

To Form 990-PF, Pg 1, In 18

(a) (b) Expenses Net Invest-Per Books ment Income

(c) (d) Adjusted Charitable

Net Income Purposes

L . DOUGLAS NOLAN FOUNDATZON,INC . 22-3282521

Form 990-PF U .S . and State/City Government Obligations Statement 5

U .S . Other Fair Market Govt Govt Book Value value

X 5085 . 5596 . X 5073 . 5073 . X 10014 . 10014 . X 10276 . 10276 . X 10258 . 10258 . X 10657 . 10657 . X 10661 . 10661 . X 10820 . 10820 . X 10153 . 10153 . X 10162 . 10162 . X 10081 . 10081 . X 19961 . 19961 . X 20378 . 20378 . X 10485 . 10485 . X 26647 . 26647 . X 10592 . 10592 . X 15000 . 15000 . X 20456 . 20465 . X 5055 . 5055 . X 10380 . 10380 . X 10572 . 10572 . X 15445 . 15445 . X 10061 . 10061 . X 10661 . 10661 .

Total U .S . Government Obligations

Total to Form 990-PF, Part II, line 10a

Corporate Stock

ANTHEM INC 241 SHARES

Total to Form 990-PF, Part II, line lOb 18075 . 18075 .

2 7 Statement s) 5, 6 11220507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

Description

LANSING MI 7 .5% BOND DUE 7/1/11 MAINE 5 .5% 7-1-2022 BRISTOL TWP PA 5 .250 2-15-2010 CALIFORNIA 5 .6250 10-1-04 CALIFORNIA 6% 12-1-04 CT 5 .3750 10-1-2013 CT 5 .250 1-1-2012 CT 5 .5% 5-15-2015 iJEW HAMPSHIRE 6 .150 8-15-06 KENTUCKY 5 .5% 6-1-2008 HAWAII 6 .3% 7-1-2008 IQAUGATUCK CT 2 .90 3-15-2010 OHIO 3 .3% 4-1-2010 1nTASHINGTON 5% 7-1-2010 FORTH WORTH TX 4 .50 3-1-2012 UNIVERSITY OF CT 4 .3% 4-1-1012 NEW HAMPSHIRE 3 .95% 7-1-2012 .MONTGOMERY AL 3 .7% 9-1-2012 CT 6 .50 7-1-2014 UNIVERSITY OF CT 5% 2-1-2016 CT 5 .3750 7-1-2016 CT 4 .40 11-15-2017 CT 4% 11-1-2018 CT 5 .7% 7-1-2025

Total State and Municipal Government Obligations

Form 990-PF

Description

288933 . 289453 .

288933 . 289453 .

Statement 6

Fair Market Book Value Value

18075 . 18075 .

138623 . 140322 . Total to Form 990-PF, Part II, line lOc

28 Statement s) 7, 8, 9 11220507 794775 Nolan 2003 .05000 L . DOUGLAS NOLAN FOUNDATION NOLAN 1

w S ,

L . DOUGLAS NOLAN FOUNDATION,INC .

Form 990-PF Corporate Bonds

Description

AT&T CORP 6 .75% NOTES DUE 4/104 AT&T CORP 6 .0% NOTES DUE 3/15/09 GTE CORP 7 .510 NOTES DUE 4/1/09 VERIZON NEW ENGLAND 6 .5% 9-15-2011 VIRGINIA ELEC & PWR CO 6 .750 NOTES DUE 10/01/03 BEAR STEARNS COS INC 3 .750 9-15-2008 GENERAL ELEC CAP CORP 3 .4% 9-15-2008 GTE CALIFORNIA 6 .70 9-1-2009 GENERAL ELEC CAP CORP 4 .35% 12-15-2009 WASHINGTON PA 5 .875% 9-1-2010 FORD MOTOR CREDIT CO 7 .25% 10-25-2011 7'EANECK TOWNSHIP NJ 5% 7-1-2012 7'VA ELECTRONNOTES 6 .25 6-15-16

22-3282521

Statement 7

Fair Market Book Value Value

9903 . 10078 . 4917 . 5350 . 5079 . 5751 . 5090 . 5509 .

0 . 0 . 14913 . 14913 . 14914 . 14914 . 11172 . 11172 . 10075 . 10075 . 21395 . 21395 . 10846 . 10846 . 20129 . 20129 . 10190 . 10190 .

Form 990-PF Other Investments Statement 8

Fair Market Description Book Value Value

A .G . EDWARDS CENTENNIAL MONEY MARKET 16681 . 16681 .

Total to Form 990-PF, Part II, line 13 16681 . 16681 .

Form 990-PF List of Substantial Contributors Statement 9 Part VII-A, Line 10

Name of Contributor Address

:L . DOUGLAS NOLAN (DECEASE) C/0 SUZANNE WALL, 11 MEADOW LANE-COTTAGE, NEW CANAAN, CT

SCHEDULE A

L . DOUGLAS NOLAN FOUNDATION, INC . SCHOLARSHIPS

~.~ : .,The, L;:~. Oouq~laBp,NOian,Foundation is accept inQ,applications for scholarsilLps in nECOCdancAlyaith C~ho~~follawinq Lnformation .#nd Instructions,

~7 ;1r . . .,, . . . , .r .

Applic4pte imay be considered for scholarahtpH Who 1) haye, :reeided.,iq dither East Haddam, Old Lyme or'Lyme, Connecticut for

. ' ,thq�psat ;two. y*araI . . . .2.)~ havsr,ia~;diplqma pr certificate from a high school or high school

: . ., . . equivalent, within the prior 10 years; . . . ., .3 .) :.unqsxali Lied.,.qidtniasion~to, an institution of 'higher education in any of

New F~nqland~Sltsteaj . 41 . f irtacnciarl ..need .-.,-

Qualifications : in making its selection from among eligible applicants, the

FcundatLon,Will~ give consideration to ;Apa ,student'a-echpiaetic performance and personal record at high ochool, as indicated by school reports ; and

.~2)~, .t4e�qCudent'e [financial need ao judged by the Foundation pursuant to a nqcomn+ondstion by tho Foundation's Financial Aide Officer .

)) the studgnt'e work ethic, character and reputation . 4) Scholarship* are to be warded without regard to gender, race, color

o ;,, creed.

Award a . . ., Arjqouncsfient,of a scholarship reservation will be made individually to

~.4Ccaaatu~ .candidates . Ono-hdli the amount of the award will be paid to the eligible school or college upon advice from the student that definite arrangements have ,.,)app

made fox, admission to the college or school named by the candidate .

. . The, .second,halt of the award will be paid to the school or college .0out,the middle o! the academic year, but only after the student has submitted to the Foundation a report of his or her mid-year grades or other acceptable evidence showing satisfactory academic standing .

Renewal : The award may be renewed for each year of the student's continued attendance at college or school in an accredited program leading co an Associate, or Baccalaureate degree, or equivalent diploma . The student w~ll .apply !or renewal annually on forms provided by the Foundation, and submit a report of -the latest available grades (first semester, or year-ending) and evidence of good standing . The amount of the award may be adjusted from time to time according to changing circumstances, usually upon application of the student . Renewal may be denied, and awards discontinued by the Foundation, when it finds insufficient evidence of need, unsatisfactory scholastic ceCOrd, late application after funds are allocated, disqualification by change o! economic status, removal from town, incomplete or false lnfosmatlon, or Lack o! good conduct .

Grades : . For renewed eligibility, semester grades must be received

by the Foundation no later than February 15th and July 15th

of each academic year .

j

Information and instructions

Application Forms : Two forms must be tiled :

1) The student must till out the Application for Scholarship form of the L.''Douglao NoVan Foundation, Inc . to be completed and submitted pcLor to April 15th to the Foundation . The Form -may be obtained at the school Guidance office or upon request from the Foundation . 'the letter required in paragraph 9 of the Applicaiion should accompany the Form. The school sill send the transcript of grades .

2) The'-4iCOnd "form is a tindnrisl statement' lilted out by parents or gyardlan, and mailed directly to the Financial Aide Off icer, NOT to one Foirndit'ion':' ~In"order to keep the contents of the-patents' financial statement strictly confident iel, 'the' Foundation has retained a profesii'onal college aid off ircer, export in *analyzing data and making recommendations on financial needs of candidates . This requirement is complete only when accompanied by IRS Form 1040 .

CHECK LIST - Fog your convenience (D)d :not return instruction sheets .)

( ), ApplIcatfon Filled in completely, and signed . Ask the high school Guidance Director to send a transcript of

' your grades . t ) Letter to the This is an essential part of the application . A

PoOndation carefully prepared fetter will be far more persuasive than a careless note on scrap paper . Don't defeat yourself .

( .y Parents' Financial Hail directly to the Financial Aids Officer . Statement Remember to include a Xerox copy of the latest

I .R .S . Form 11040 . ( ) inform the Founds- You may have listed more than one college . we must

" tion qt your ad- know as soon as possible which one you will attend . 'mS.ssion to'college

t ? IriatrucC the College Registrar to send a copy of your first cqllege semester grades*- and each semester thereafter that you are associated with the foundation - to the Foundation .

~i,f thq'regletrar's office cannot, or will not do this, get a copy and mail it yourself so that we can mail the check for your second, and ~eequenCial semesters . Xerox copy accepted .

Communications to the Foundation should be sent to : L . Douglas Nolan Foundation, Inc .

Parents' financial statement and IRS Form 1040 should be sent to the Financial ALds of lLc.er :

Date one qx 8riat in ink

1 . Applicant's last name Middle name I Social Security No. First name

State

ears resiaent in Old Lyme, Lyme, or East Haddam

now ears year

Father Mother

Occupation Occupation

Employed by Employed by

6. Dependent children in family Age

7. Other scholarship aid for which you may be eligible:**

`d': f'1

L. DOUGLAS NOLAN FOUNDATION, INC. APPLICATION

FOR SCHOLARSHIP

2. Home address: Street number Town Zip Code

If not attending school, give information on most recent school membership

1. Parent or Clua-Man

Age

No y e oun ation promptly o any such away d Wch becomes available

fate e names o any college or other organization to w you are applying or financial

This application mast accompanied by a from e app cant outlining (a) the student's objectives in pursuing an education and what possible occupation or career he or she

intends to follow ; (b) a brief summary of any paid employment experience ; (c) significant school and community activities, participation, office or position held.

Appliafion (keia8 UsLm For the academic year April 15th For second semester only. November 15th

To the L Douglas Nalan Fouzodation, Ian: To the L. Douglas Nolan Famdstim Inc.:

Date ate

Notes Addreas all to the L. Douglas Nolan Famdafion, Inc.

10 . College expenses anticipated for next academic year : (A) Under "tuition and fees" list the all-inclusive fee of the college or institution that covers

the tuition and fees actually charged. (B) Under "room and board" estimate anticipated costs, or cite the usual cost figure pub-

lished by the institution. (C) Under "miscellaneous expense" show estimates for books and supplies, laundry, clothes,

recreation, and incidentals. ((3) Students who wilt live at home while attending college will so indicate in the space

provided, and omit charges for "room and board."

College or College College 2. Coil Institution: City, State:

A. Tuition and fees :

B. Room and Board:

expense

D. Total

E. Resources available for academic year

F. Amount needed to attend: (D . minus E.)

G. If living at home, mark (X) ( ) ( )

more t duw colleges are mg considered, give above et on a

I hereby make application for an L. Douglas Nolan Foundation scholarship in the amount indicated.

Tignature o app cant

I have read and approved the application of my son - daughter - ward for as L. Douglas Nolan Foundation grant. To the best of my knowledge the information on this form is correct.

Signature o poem or guar an

Name of Candidate

FATHER OR GUARDIAN

Name

Home Adar~

Employer Occupation Tide

e as even ent,

e

r.mpioyer Occupation Tile

time an ve : of person

assets and Liabilities Purchase Market Unpaid

price value mortgage

Home : $ S S

Dare :

Other real esute+ 5.,.. S S

Annual rent or mortgage payment . . . . . . S

Bank Accounts (checking & savings) . . . . . . . . . . . . S

Other invatrneots " (market value) . . . . . S

Lam year This year (actual) (estimate)

father S 3

Mother i S

Dividends $ S

Interest S $

O%her taxable lncome " S E

Non-taxable incamc " $ $

lover)

. .-x°r

L . DOUGLAS NOLAN FOUNDATION, INC. FINANCIAL AID STATEMENT

FOR SCHOLARSHIP APPLICATION

To comglecgd by Parents or Guardian,

ame

Wages. salary . rtc

MOTHER

1 opal Income f _- $ I Personal lndebtednem " . . . . , $ (including credit cards)

Business or Furm 4b of Ownership �,

Tonal Asseu S Total IndebtednC33

Makes and years of all cars Cu deb S

FINANCIAL. AM APPLICATION

Dependents claimed on [ .R .S . Form 1040:

Name Age School presently Educational Aid Sources

r. ~ . .

Retirement provisions: Social Security . . . . . . . . . . . . Yes No Other plan . . . . . . . . . . . . . . . . . . . Yes-No

*Please use this space to explain scared items and unusual circumstances

We declare that the information on this form to we best of our knowledge is correct:

Father, or Guardian Date

Mother

Please anach copy of the Parents' most recent I.R .S . Forth 1040, If no tax form was filed, please attach explanation .

! ricreqy certify this to be a true and exact copy of th Bylaws adopcea r)`- the L . Douglas Nolan Foundation, Inc .

BYLAWS Pre4da

OF L DOUGLAS NOLAN FOUNDATION, INC.

ARTICLE 1 - NAME

This Corporation shall be known as L. Douglas Nolan Foundation, Inc .

A TICL 11 - P OSES & P4,WERS

The purposes and powers of this Corporation shad be stated in its Certificate of Incorporation . Recipients of financial assistance and expenditures of Foundation funds stall be determined in accordance with the following guidelines :

fiction 1 - Scholarahios

Seventy percent (70%) of the annual net income shall be allocated for financial assistance to graduated high school students or equivalent pursuing furtherance of their post high school education in institutions of higher learning geographically located in the six (6) New England states, based on merit and ability, and who show a genuine need (or financial assistance .

Criteria for qualification of said students shall be:

(a) Residential . Must have had their residence within the geographical boundaries o! any of the Towns of East Haddam, Old Lyme and Lymc, State of Connecticut, continually for the prior two (2) years preceding the date of application .

(b) Education. Must have earned a diploma or certificate from a high school or high school equivalent within ten (10) years preceding the date of application and be of good character.

(c) Matriculation . Student must have applied to and received written and unqualified notice of admission to an institution of higher education located within the geographical borders of any of the six (6) New England states (Connecticut, Rhode lslsncl, Massachusetts, Vermont,-New Hampshire, Maine).

(v) Financial Need . Student must display genuine need for supplementaJ hnanrial assistance based on his and his parents annual income including, but nor j+RUied to, all remuneration, dividends, interest, other income from investments including bank accounts, income from trusts, pensions, IRA's, retirement plans, social security benefits, peal estate or-windfall movies . If either or both of said parents have shown a refusal to

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executive management of the University Foundation . There shall he a minim. m of four (a) awards made-each academic year, The award recipients shall be enrolled tudcncs in post-baccalaureate programs who have excelled and/or distinguished themseh, s in the natural, physical, biological (including plant sciences), agricultural, animal (inc ding veterinary), marine or medical sciences . Special consideration should be giver to those students participating in research programs directed at fending cures, and/or re ledies to relieve the pain anduuffering in humans and animals.

The award and/or awards presentations shall be made a continuing part A the University's annual Commencement Day Exercises and a plaque shall be perms gently affixed to a wall and displayed in a main hallway of the qualifying school or deb artment building (e .g . biology, chemistry, marine science), setting forth the year of the a bard and names of the recipients of the L. Douglas Nolan Academe Achievement Fund.

At the time contributions from the L. DOUGLAS NOLAN FOUNDATT >N, INC. and movies paid into the L. Douglas No1an Academic Achievement Fund prior ~ my death total or aggregate Two Hundred Fifty Thousand Dollars ($250,000.00), or ~ the Directors of the L,. DOUGLAS NOLAN FOUNDATION, INC. do not receive t : letter agreement from the University of Rhode Island provided for above, or if the Un, ~ersiry discontinues the post-baccalaureate program, this bequest shall be fulfilled and s ; isfied and no further sums shall be available or paid . Said income shall then be added o the ocher funds being distributed by the L. DOUGLAS NOI.AN FOUNDATION, III :. if she post-baccalaureate program has been discontinued, the total funds accumulate ' in the L . Douglas Nolan Academic Achievement Fund shall be applied in such manr. :r as she University of Rhode Island Foundation determines most nearly meets the purl use of the grants set fetch herein .

Seclian 3 - Fund for Grants

Ten percent (10%) of the annual net income shall be given to the Board of Directors of the Weston School of Theology, presently at 3 Phillips Place, Cambridc :, Ma$sachusetts, 02138, and added to the existing L. Douglas Nolan Scholarship Func The net income from such Fund is to be used in the recruitment of those individual with an interest in pursuing a vocation of religious life, particularly the Society of Je is, as well as to financially assist those individuals in their training and studies required o achieve priestly ordination .

The education of these individuals and the use of their education to educate others, both religious and lay, is the primary purpose of this Fund .

It shall be the resi~iinsibility of the Board of Directors of the Wcston School of Theology to dispense the net income from this Fund. In making their determination , to whom should receive awards hereunder, special consideration is to be given to chos individuals from Ireland .

3

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0U%) sec aside for scholarships in Section 1 will increase to ninety percent (90%) ; thus leaping only two (2) remaining classes of beneficiaries of the L. DOUGLAS N01AN FOUNDATION,iNC . : ten percent (10%) to coca) charities set forth in Section 4 herein and ninety percent (90%) scholarships set forth in Section 1 herein .

990-PF Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/223/... · 2017. 6....

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Transcript of 990-PF Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/223/... · 2017. 6....