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Fo~, 990-P F Return of Private Foundation

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1 e Fo~, 990-P F Return of Private Foundation OMB NO E If private foundation status was leminated I Fair market value of all assets at end J Accounting method X Cash Accrual under section 507(bx1xA) check here. of year (from Part ll, cot (c), line 1:1 Other (specify) F II the foundation I, In 0 80-month termination 16) t $ 3, 602, 543. (Part l, column (d) must be on cash basis ) under section so7(b)(,)(e) check here E? Mi Analysis of Revenue and Expenses (d) Disbursements (The total of amounts in columns (b), (c), and (a ) Revenue and (b) Net investment (c) Adjusted net for charitable (a) may not necessarily equal the amounts in expenses per income income purposes column a) see e 11 0l the instructions) books cash basis only) Gomnbutans Mtn grants. etc, received (attach schedule) if the foundation is not required to 2 Check 1 attach Sch B 3 Interest on savings and temporary cash investments STMT 1 4 Dividends and interest from securities,,,, 128, , a Gross rents,,,,..,,,,,,..,.. b Net rental income or (loss) ~ d 6 a Not gain or (loss) from solo of oasols not on line 10 15, b Gross solos price for all y assets on Iino , 970. d 7 Capital gain net income (from Part IV, line 2), 15, 428. ~ 8 Net short-term capital gain...,, Income modifications " 10 a Gross sales lest rotumo and ollowonces b Loss Cost of goods cold, c Gross profit or (loss) (ettech schedule),,,, VUUF 11 Other income (attach schedule), 2 Total. Add li nes t hr ou gh , , Compensation of ohfaorn, directors, truatoos, otc NO 14 Other employee salaries and wages,.. 15 Pension plans, employee benefits,,,,,, a 16a Legal fees (attach schedule).,,,.,,,, W b Accounting fees (epoch schedule)stmt, NONE NONE NONE c Other professional fees (attach scl$mm , , Interest,,,,,,,,,,,,,,,,,,, y 1 8 Taxes (attach schedule) (see page 14 of the Instructions) t ; 2, 912. E 19 Depreciation (attach schedule) and depletion Q 20 Occupancy..,,...,.,, Travel, conferences, and meetings,,,,,, 3, Printing and publications,,,,,,.... c 23 Other expenses (attach schedule) $TXT Total operating and administrative expenses. a Add lines 13 through , , 681. NONE NONE 25 Contributions, gifts, grants paid., , , Total exp enses and disbursements Add lines 24 and , , 681. NONE 148, Subtract line 26 from line 12 Of Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department ollhe Treasury Internal Ra`enue semce Note : The organization ma be able to use a co of this return to satisfy slate reporting requirements LS a Excess o1 revenue over expenses and cilsburcewients -36, 829. b Net Investment income (if negauve, enter -0-) 129, c Adjusted net Income (if negative, enter -0-).. F ~- -0- ~oo for calandar far 2004 or tax ear beginning 06 / 01, 2004, and ending. 05/31/200 5 G Check all that apply. Initial return Final return Amended return Address change Name change Name Of organization A Employer Idontincotion number Uso the IRS FRANCIS 3. VIELE SCHOLARSHIP TRUST C/O WILLIAM BFtENNAN Othorwlsa, Number and street (or P.O. box number if mail is not dolivorod to street address) 12oom/suito B 7oiopnono nun,bor (ooo pogo 10 of print Iho inolrucliono) or typo. seo Specific 170 E. 78TH ST 8s ^( Instructions. City or town, state, and ZIP code C 11 omompiion npplbnii0.t is pondlnp chock Moro p 1!'oielgn organizations chaah horn,, -NEW YORK, NY Foreign organizations mooting too BS'/, lest chock hero and otlixh H Check type of organization : X Section 501(cw exempt private foundation tomputolbn t D Jsn For Privacy Act and Paperwork Reduction Act Notice, see the instructions * * STbIT 4 Form 990-PF (2004) 4E /21/ :56 :30 4 0

2 1 Attached schedules end amounts in the Balance Sheets description column should be for -. 1 Cash - non-interest-bearing,,,,,. _,,,,,,,,,,, 2. Savings and temporary cash investments,,,,,,,,,,, 3 Accounts receivable 1 Loss allowance for doubtful accounts 1111I 4 Pledges receivable Less allowance for doubtful accounts IN' 5 Grants receivable,,,,,,,,,,,-,_~--_--_,-_-- 6 Ctecelveblos duo from o(ilcers, directors, liusloos, and other disqualiflod porbone (attach oonoduio) (coo anqo 16 of ihu instructions) 7 Other notos and tonne rocolvnblo (EIIIaCII BGhOCIIiIU) 1 _ lose. allowance for doubtful accounts 00. e Invontories for solo a use,,,,,,,,,, N 9 Propaid oxpensos end doforrod chnrgos,,,,,,,,,,, N Q 1 0 n Invoatmonlo -U S and store gowmmont obligations (attach Schodulo) b Investments - corporato stock (attach schodulo),,,,,,,, c Investments - corporato bonds (attach schodule).,,,,,, 1 1 I nwstments - land, buildings, end equipment bests Less occumulnlod depreciation (attach schedule) 12 Investments - mortgage loans,,,,,,,,,,,,,,, 13 Investments - other (attach schedule),,,,,,,,,,,., 1 4 Lend, buildings. rind equipment basis 10 - Less accumulated depreciation, (attach schedule) Other assets (describe 16 Total assets (to be completed by all filers - see page 16 of the instructions. Also see e 1 item I 17 Accounts payable and accrued expenses,,,,,,,,,,, 18 Grants payable,,,,,,,,,,,,,,,,,,,,,,, 19 Deferred revenue,,,,,,,,,,,,,,,,,,,,,, 20 Loans from officers. directors trustees, and other disqualified persona, ~ 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe 1 ) Beginning of year (a) Book Value ,886 End of Book Value I (c) Fair Market Value , co naomnos a n tis a Organizations that follow SFAS 117, check here "U and complete tines 24 through 26 and lines 30 and Unrestricted ,,...., Temporarily restricted ,,... m 26 Permanently restricted " " " " ~ ~ ~ " ~ Organizations that do not follow SFAS 117, check here and complete lines 27 through 31. t S 0 27 Capital stock, trust principal, w current funds Paid-in or capital surplus, or lend, bldg, end equipment fund,,,, 29 Retained earnings, accumulated income, endowment, or other funds, a 30 Total net assets or fund balances (see page 17 of the G1 z instructions) , 089, , Total liabilities and net assets/fund balances (see page 17 of the instructions ~ ~ ~ ~ ~ ~ 2, 126, , 089, 628. 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 in line 2 (itemize) " 4 Add lines 1, 2, and Decreases not included m line 2 (itemize) jl~ 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30. 2,126, ,829. 2,089,628. 2,089,628. Form 990-PF (zooa) Jsn 4E /21/ :56 :30 5

3 g. 3 Form 990-PF 2004 ORTM Capital Gains and Losses for Tax on Investment In, 1a b c d 0 (a) List and describe the kind(s) of property sold (e g, real estate, 2-story brick warehouse, or common stock, 200 shs MLC Co ) SEE PART IV SCHEDULE (o) Gross soles price I (~ Depreciation allowed (g) Cost or other basis (or allowable) plus expense of solo (b) How I (C) Date acquired acquired n~ ~~ (mo. day. r ) (h) Gain or (lose) (U) plus (n ndnus (9) 3 fd) Date sold lmo. day, n b d Comp lete only for assets showing sin in column h and owned b the foundation on 12/31/89 (I) F M V as of 12/31/69 U) Adjusted basis (k) Excess of cot (i) as of 12/31/69 over cot (j), if any (q Gains (Col (h) gain minus cot (k), but not less then -0-) or Losses (from cot (h)) b d If gam, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) ~ ~ ~ ~ ~ { If (loss), enter -0- in Part I, line 7 } 2 15, Net short-term capital gain or (loss) as defined in sections 1222(5) and (8)' If gain, also enter in Part I, line S, column (c) (see pages 13 and 17 of the instructions) If ( loss ), enter -0- in Part I, line 8. ~ 3 UTWR 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 distributable amount of any year in the base period.... If "Yes," the organization does not qualify under section 4940(e) Do not complete this part F1 Yes Ei No 1 Enter the appropriate amount in each column for each year ; see page 18 of the Instructions before making any entries 0 Base period years Calendar year (b) ( ) Distribution ratio (or tux Adjusted qualifying distributions Not value of nonchnnteble-use assets year beginning In) , , , , ,820. 3,057,293. 2,536,240. 2,943, Total of line 1, column (d) 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,,,.,,,, Enter the net value of noncharitable-use assets for 2004 from Part X, line Multiply line 4 by line ,..., ,.,....., ~ 5 6 Enter 1% of net investment income (1% of Part I, line 27b)...,....,..,.., 7 Add lines 5 and 8 8 Enter qualifying distributions from Part XII, line 4.,,,,,,,,,,,,,,,,,,,,,,,, 1 S 1 148, 674. If line 8 is equal to or greater than line 7, check the box in Part VI, li ne 1 b and complete that part using a 1 % tax rate See the Part VI in structions on page 1 8 JSA Form 990-PF (2004) ae /21/ :56 :30 6

4 Form Page 4 Excise Tax Based on Investment Income Section 4940 (a~, 4940(b), 4940(e), or see ia e 18 of the Instructions 1 a Exempt operating foundations described in section 49a0(d)(2), cheek here 10. and enter "N/A' on line 1. Date of ruling letter: - (attach copy of ruling letter if necessary - see instructions) b Domestic Organizations that meet the section 4940(e) requirements in Part V, check here " 0 end enter 1 % of Part 1, line 27b All other domestic organizations enter 2% of line 27b Exompl foreign organizations enter 4% of Part I line 12 col (b) 2 Tax under section 511 (domestic Section 4947(fl)(1) trusts end taxable foundations only Others outer -0-) S Add lines 1 and Subllllo A (income) tax (domestic section 4947(a)(1) trusts find laxablo foundations only Otliois orator -0-), 5 Tax based on Investment Income. SubtrACt line 4 from line 3. I( yoro or less, orator -0-,, 6 Crodils/Paymonts. a 2004 estimated tax payments and 2003 ovotpaynnont crodilod to 2004,,, 6n 970. b kxompl foroign organixnti0ne - tax withhold at c;auco,,,,,,,,,,,, 6b NONE c fix paid with application for oxtonelon of Moo to file (Form 9968)......, 6c NONE d Backup withholding orronoously withhold 7 Total crodils end pnymonts. Add Ifnos 6a through 6d.. g Enter any penalty for underpayment o1 estimated lox. Chock hors a d Form 2220 is attached ". g Tax due If the total of Ifnos 5 and 8 is more than line 7, enter amount owed Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid,,,,, 1 1 Enter the amount of line 10 to be Credited to 2005 estimated tax Do. Refunded Statements Re Activities 6d 11 2, , NON] 1 a During the tax year, did the organization attempt to influence any national, state, or!oval legislation or did ~ Yes No it participate or intervene in any political campaigns 1 a S b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of the instructions for definition)?,,,,,,,,,,,,,,,,,..,,,,,,.,,,,,.,.,,..,,,,, 1 b B 1/ the answer is 'Yes' to 1 a or 1b, attach a detailed description of the activities and copes of any materials published or distributed by the organization in connection with the activities c Did the organization file Form 1120-POL for this yeah.,,,,,,,,,.,,,,,,...,,,......,, c % d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year (7) On the organization. 1 $ (2) On organization managers " $ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers. 1j. $ 2 Has the organization engaged in any activities that have not previously been reported to the IRS,,,,,,,,,,, 2 % 11 '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? 11 'Yes,' attach a conformed copy o/ the changes,,,,,,,,,, 3 B 4a Did the organization hove unrelated business gross income of $1,000 or more during the year?,,,,,,,,.,,,,,, 4a B b If "Yes," has it filed a tax return on Form 990-T for this year?,,,..,..,,,,.....,,,......, b A 5 Was there a liquidation. termination, dissolution, or substantial contraction during the year?,,,,,,,..,,,,,.., 5 % 11 'Yes," attach the statement required by General Insbuction 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 instrumenp,,,,,,,,,,,,,,,,,,,,,,,,,, 6 % 7 Did the organization have at least $5,000 in assets at any time during the years Il "Yes,' complete Part ll, cal (c), and Part XV 7 % 8a Enter the states to which the foundation reports or with which it is registered (see page 19 of the instructions) jo. NEW YORK 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 G9 If "No,"attach explanation.,,,,,,,,,,,, 8 b B 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 2004 or the taxable year beginning in 2004 (see instructions for Part XIV on page 25)? H 'Yes,' complete Part XIV.....,.....,......,., 9 $ 10 Did any persons become substantial contributors during we tax years a -Yes,' anacn a schedule listing their names and addresses 10 % 11 Did the organization comply with the public inspection requirements for its annual returns and exemption applications,,,,. 11 B Web site address " Nf A The books are in care of jo. _MORLA FINANCIAL SERVICES- -_ Telephone no " i212l Located at ~_120_BROADWAYl_STE_1016t_NEW YO RR. -NY_-_-- -71P+4 X Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form Check here... and enter the amount of tax-exempt interest received or accrued during the year.. tl. 13.I 8 s N/ EA Form 990-PF (2004) /21/ :56 :30 7

5 Form 990-PF 5 Statements ReQardinq Activities for Which Form 4720 May Be File Form 4720 I( any Item Is checked In the "Yea" column, unless an exception applies Yes Nc 1a During the year did the organization (either directly w indirectly) (1) Engage in the sale or exchange, or leasing of property with a disqualified person?,,,,,,,, a Yes EZ No (2) Borrow money from, lend money 10, or otherwise extend credit to (w accept it from) a disqualified person? Yo s X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?......, yo : X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?.... Yes X No (5) Transfer any income or assets to a disqualified person (a make any of either available for the bonefit or use of a disqualified person)?.,.,..,..,......,.....,, ~ Yes ~ No (6) Agree to pay money or property to a government official? (Exception Chock "No" If the orgonltallon agroocl to make a grant to or to employ the official for n pwdal after toiminntlon of government service, If for minating within 90 cloys ) Q Yoe CI No b If any answer is 'Yos l0 1 fl(1 )-(6), did any of the acts (III to qualify under the exceptions doscribod in Regulations section 53 Q941(d)-3 or ill 8 current notice regarding disaster assistance (we pogo 20 of the instructions)? ~ ~ ~ ~ ~ a... 1 b N Organizations relying on a current notice regarding disaster assistance chock here.., c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2004,,,,,,,,,,,,,,,,,,,,,, 2 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 2004, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before Yes a No If "Yes," list the years 1 -,_ b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (If applying section 4942(x)(2) to all years listed, answer 'No' and attach statement - see page 20 of the instructions ),,,,,.....,....,... 2 b N c If the provisions of section 4942(x)(2) are being applied to any of the years listed in 2A, list the years here 3a Did the organization hold more than e 2% direct or indirect interest in any business enterprise at any time during the year?,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Yea a No b If "Yes," did it have excess business holdings in 2004 as e 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 paned approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Farm 4720, to determine if the organization had excess business holdings in 20D4,),,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,., 3 b N 4a Did the organization Invest during the year any amount in a manner that would jeopardize its charitable purposes?....,,, 4a B b Did the organization mike any investment in a prior year (but after December 31, 1969) That could jeopardize its charitable purpose that had not been removed from jeopardy before the lust day of the tax year beginning in 2004?.....,.,,,, db S 5 a 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))'7,,,,,, E ] Yes ~% No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive? Yea S No (3) Provide a grant to an individual for travel, study, or other similar purposes Yes BS No (4) Provide a grant to an organization other than a charitable, etc, organization described in section 509(x)(1), (2), or (3), or section 4940(d)(2)?,,,,,,,,,,,,,,,,,,,,, a yes a 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,,,,,,,,,, a Yes El No b If any answer is "Yes' to 5a(1 }(5), did any of the transactions fail to qualify under the exceptions described in Regulations section or in a current notice regarding disaster assistance (see page 20 of the instructions) ~a ~ ~ ~ ~ 5b N Organizations relying on a current notice regarding disaster assistance check here...,....,., c If the answer is 'Yes' to question 5x(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grants,,,,,,,,,,,,,,,,, Yes ~ No 11 "Yes,' attach the statement required by Regulations section (d) 6 a Did the organization, during the year, receive any funds, directly w indirectly, to pay premiums on a personal benefit contracts..,..,,,,,,,,,,,,,,,,,,,,,,,, ayes 1i No b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract'? , 6b S 11 you answered "Yes' to 86, also file Form 8870 JSA ae Form 990-PF (2004) 07/21/ :56 :30 8

6 Form 990-PF (2004) p Information About Officers, Directors, Trustees, Foundation Manage rs, Highly Paid Employees, and Contracto rs 1 List all officers, directors, trustees, foundation mana gers and their compensation see page 20 of the Instructions ). (n) Name and address (d) Co"inbu,bno,o (a) Expense account (b) hou r s poi average (" C ~ oo omald, ontor en i P p ogee bene,n plant other ollowencos devoted to posilion -0-) and, delcrted wmoennotbn SEE STATFMNT 6 I I NONEI NONE Compensation of five hlghost-paid employees (other than those Included on line 1 - sea page 21 of the Instructions). Ii mono, onto "NONE." (b) Tdlo and owrnpo (o) Namo and oddraao of oooh omployoo paid moro than $ hours par wook (o) Componaotion NONE dovotod to position (d) Contributions to omployoo bonafit plans and do(orrod Compensation (o) Exponuo account othor ollowoncos Total number of other employees paid over $50,000 3 Five highest-paid Independent contractors for professional services - (see page 21 of the Instructions). If none, enter "NONE." (o) Nome and address of oath parson peed morn then $ (b) Type of service I (c) C NONE Total number of others receiving over $50,000 for professional services 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 number of organizations end other beneficiaries served, conferences convened research papers produced etc Expenses -NZA J sa 4E FoR 990-PF (2ooa) 07/21/ :56 :30 9

7 Form 990-PF (2004) Page 7 Summary of Program-Related Investments (see page 22 of the instructions) Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount 1 NONE, All othor proprnm-rolatod invoalrti0nla Soo pudo 22 0l Iho inatruationo NONE Total. Add lines 1 through 3 KZMEV Minimum investment Return (All domestic.foundations must complete this part Foreign foundations, see page 22 of the instructions.) 1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc. purposes- a Average monthly fair market value of securities a b Average of monthly cash balances...., b 3, 404, , 502. c Fair market value of all other assets (see page 22 of the instructions) c NONE d Total (add lines 1a, b, and c) ,, d e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanauon) e 3, 523, Acquisition indebtedness applicable to line 1 assets NONE 3 Subtract line 2 from line 1d 4 Cash deemed held for charitable activities Enter 1 1/2 % of line 3 (for greater amount, see page 23 of the instructions) , 523, , Net value of noncharltable-use assets. Subtract line 4 from line 3 Enter here and on Part V, line , 470, Minimum Investment return. Enter 5% of line 5 Distributeble Amount (see page 23 of. the instructions) (Section a9420)(3) and.0)(5) private operating foundations and certain foreign organizations check here lo. and do not complete this part ) 1 Minimum investment return from Part X, line a Tax on investment income for 2004 from Part VI, line , 590. b Income tax for 2004 (This does not include the tax from Part VI* 2b 6 173, , 510. c Add lines 2a and 2b 2c 2, Distnbutable amount before adjustments. Subtract line 2c from line 1..., ,..., 3 170, Recoveries of amounts treated as qualifying distributions,,,, , NONE 5 Add lines 3 and , , , Deduction from distrfbutable amount (see page 23 of the instructions) NONE 7 DIstNbutable amount as adjusted. Subtract line 8 from line 5 Enter here and on Part XIII, line Qualifying Distributions (see page 23 of the instructions) 1 Amounts paid (including administrative expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc. - total from Part I, column (d), line ,, a 148, 674. b Program-related investments - total from Part IX-B , 1 b NONE 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes NONE 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required)...,,.,, a NONE b Cash distribution test (attach the required schedule),, , b NONE 4 Qualifying distributions. Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line , Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see page 24 of the instructions).., ,....,. 5 N/A 8 Adjusted qualifying distributions. Subtract line 5 from line , 674. Note : The amount on line 6 will be used m Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax m those years JSA de Form 990-PF (2004) 07/21/ :56 :30 10

8 1 Form 990-PF (2004) Page 8 Undistributed Income (see page 24 of the instructions) 1 pietnbutable amount for 2004 from Part XI, line 7 2 Undistributed income it any. us of the and a Enter amount for 2003 only,,.,...,,, b Total for prior yoom 3 Excoss distributions carryover, if any, to 2004 n From 1999,,, NON b From 2000,,,,,, NON c From 2001,,,,,, NON d From 2002,,,,,. NON o Fiow 2003,,,,,, NON f Total of lines 3a through o,,,,,,,,,,, 4 Oualifylng distributions for 2004 from Pert XI 1. line 4 " $ 148, 674. a Applied to 2003, but not more than line 2e., b Applied to undistributed Income of prior years (Election required -seo pogo 24 of the instructions) c Treated as distributions out of corpus (Election required - see page 24 of the instructions),,, d Applied to 2004 dfstnbutable amount,,,... e Remaining amount distributed out of corpus.. 5 Excess distributions carryover applied to 2004 (If an amount appears in cdumn (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as Indicated below : a Corpus Add lines 3f, 4c, end 4e Subtract line 5 b Prior years' undistributed income Subtract line 4b from line 2b,,,,, c Enter the amount of prior years' undistributed income for which e notice of doficiency has been issued, or on which the section 4942(e) tax has been previously assossod,,,,,,,, d Subtract line 6c from line 6b. Taxable amount - see page 25 of the instructions,,,, e Undistributed income for 2003 Subtract line 4o from line 2o Taxable amount - coo pogo 25 of the instructions f Undistributed income for 2004 Subtract lines 4d and 5 from line 1 This amount must be distributed in Amounts treated as distributions out of.... corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(gx3) (see page 25 of the instructions) Excess distributions carryover from 1999 not applied on line 5 or line 7 (see page 25 of the instructions) Excess distributions carryover to Subtract lines 7 and 8 from line 6a Analysis of line 9 a Excess from NON b Excess from 2001.,. NON c Excess from NON d Excess from NON e Excess from NON (a) I (b) Corpus Years prior to 2003 (c) (d) , , , , 282. NONE Form 990-PF (zooa) Jsn 4E /21/ :56 :30 11

9 ' Form 990-PF (2004) Page 9 Private Operating Foundations see page 25 of the instructions and Part VII-A, question 9 NOT APPLICABLE 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 2004, enter the date of the ruling , b Check box to indicate whether the organization is a private operating foundation descnbed in section 4942(j)(3) a 4942(j)(5) 2 a Entor Iho lessor of the Tax year Prior 3 years adjusted net income from (a)2004 (b) 2003 (o) 2002 (d) 2001 (a) Total Part I or (ho minimum invoslmont rotum from Port X for oath yoor listed. b 85% of lino 20.,... C Ouolllylng distributions from Port xll line 4 for each year listed. d Amounts included in line 2c not used directly for active conduct of exempt activities, O Qualifying distribution* mach directly for active conduct of exempt aclivillea Subtract line 2d from line 2c. Complete 3o b or t for the alternative roof rolled upon 8 'Assets' alternative teat " enter Value of all oatet7 (2) Value of assets qualifying under section 4B42Gx3xBHI)..... "Endowment alternative test enter 2/3 0l minimum investment return ohown In Port X, line 8 for each year listed C 'Support" alternative test - enter (1) Total support other than gross investment income (Interest, dividends. canto payments on securities loans (section 512(0)(5)) or royaltles). (2) Support tram general public and 5 or more exempt organizations an provided In section 4842(Jx7xBxlll),, (3) Largest amount of support from on exempt orgonbatbn 4 Groan Investment income. 071 M. Supplementary Information (Complete this part only if the organization had $5,000 or more in assets at any time during the year - see page 26 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, Gift, Loan, Scholarship, etc., Programs : Check here 1 a if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests (or funds If the organization makes gills, prams, etc (see page 26 of the 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 SEE STATEMENT 7 b The form in which applications should be submitted and information and materials they should include STANDARD FORM, COPY ON FILE WITH IRS, COMPLETE FINANCIAL 6 ACADEMIC DISCLOSURE, 2 ESSAYS, TRANSCRIPT, ETC c Any submission deadlines SET BY COMZTTE EACH YEAR d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors SCHOLARSHIP AWARDS GIVEN TO MEMBERS OF SIGMA PHI SOCIETY JSA 4E Form 990-P F (2004) 07/21/ :56 :30 12

10 Form 990-PF Form 990-PF (zooa) JSA 4E /21/ :56 :30 13

11 I Form 990-PF (2004) Pees ~ ~ Analysis of Income-Producin Activities Enter gross amounts unless otherwise indicated Unrelated business income Excluded b section 512, 513, or 514 Related or exempt (~~ fib) (c) (d) function income Business Exclusion (See page 26 of 1 Program service revenue code Amount code Amount the mstrucuons a b c d 0 f g Fooo and contracts Irom eowrnmont ogoncioc 2 Member ship duos end assessments,,,,, 3 Inioronl on savings and tompomry sash inwatmonlo a Dividends end Interest from securities , 652. S Not rental income or (loss) from roil estate a Debt-financed property..,,,.,,, b Not debt-financed property,,,,,,, 6 Not rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than inventory 18 15, Net income or (loss) from special events 1 0 Gross profit or (loss) from sales of inventory Other revenue a b c d I 12 Subtotal. Add columns (b), (d), and (e),,,, r 144,175d 13 Total Add line 12, columns (b), (d), end (e),,,,, , 175. (See worksheet in line 13 instructions on page 26 to verify calculations ) Relationship of Activities to the Accomplishment of Exempt Purposes o. Explain below how each activity for which income is reported in column (e) of Pan XVI-A contributed importantly to the accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See page 27 of the instructions ) JSA 4E /21/ :56 :30 For, 990-PF (2ooa) 14

12 Form 990-PF Pegs 12 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations - Did the organization directly or indirectly engage in any of the following with any other organization described m section 50a(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting organization to a nonchanlable exempt organization of (2) Other assets b Other transactions- (1) Silos of assets to e nonchariteblo exempt organization,,,,,,,,,,,,,,,,,,,,...,, (2) Purchases of assets born e nonchnrilablo exempt organization,,,,,,,,,.,,,,,,.. (3) Rental of facilities, equipment, or other assets,,,,,,,.,.,,.,,,,,,,,,,,,,.. (4) Rolrnbursoment arri,ingemenl (5) Loans of loan gunrantoos (6) Porfoimanco of services or momborshlp or fundraising solicitntfone,,,,,,,,,,.,,,,,,..,.,,, c Sheifng of facilities. equipment, mailing lists, other assets, or paid omployoos,,,,,,,,,,,,,,...,,.., d If the answer to any of the above la "Yes," complete the following schedule Column (b) should always show the fair market value of the goods, other easels, or services given by the reporting organization If the organization received loss than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services 2 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or m section 527?,,,,,,,,,,,,,,,,,. a Yes a% No (o) Nomo o! organization (b) Type of organization (c) Description of relationship Under penalties of perjury. I declare that I have examined this velum, including accompanying schedules end statements end to the best of my knowledge end belief, it is true correct, ridf~p late Declaration of preperer (other than taxpayer or fiduciary) is based on all information of which preperer has any knowledge L / 1.rC_ ~ '/ I -:-/ 7'7 _ i _ T d C N a m,moo Signature of on er or trustee?" Preparer's signature ' Firm's name (a yours if self-employed), address, and ZIP code 'MOREA FINANCIAL SER 120 BROADWAY, SUITE JSA de /21/ :56 :30

13 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME Kind pi Property Description Dale acquired moss sale Depreciation Cost a FMV Add bans excess of Gain price less allowed/ other as of as of FMV over or allowable ad -b, Date sold SEE SCHEDULE ATTACHED VARIOUS VARIOUS PROPERTY TYPE : SECURITIES 68, , ,797. SEE SCHEDULE ATTACHED VARIOUS VARIOUS PROPERTY TYPE : SECURITIES 361, , ,225. TOTAL GAIN(LOSS) ,428. a~~aaa~a~a JSA 4E1730 t /21/ :56 :30 16

14 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS DESCRIPTION REVENUE AND EXPENSES PER BOOKS NET INVESTMENT INCOME CITIBANK TOTAL /21/ :56 :30 17 STATEMENT 1

15 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART I - ACCOUNTING FEES DESCRIPTION REVENUE AND EXPENSES PER BOOKS NET INVESTMENT INCOME ADJUSTED NET INCOME CHARITABLE PURPOSES MOREA FINANCIAL SERVICES 10, TOTALS 10,451. NONE NONE NONE 07/21/ :56 :30 18 STATEMENT 2

16 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART I - OTHER PROFESSIONAL FEES DESCRIPTION REVENUE AND EXPENSES PER BOOKS NET INVESTMENT INCOME MANAGEMENT FEES 14, TOTALS 14, , , /21/ :56 :30 19 STATEMENT 3

17 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART I - TAXES DESCRIPTION REVENUE AND EXPENSES PER BOOKS FEDERAL TOTALS 2, ,912. STATEMENT 4 07/21/ :56 :30 20

18 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART I - OTHER EXPENSES DESCRIPTION REVENUE AND EXPENSES PER BOOKS ADMINISTRATION SANK CHARGES POSTAGE TOTALS STATEMENT 5 07/21/ :56 :30 21

19 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES NAIL AND ADDRESS CONTRIBUTIONS EXPENSE ACCT TITLE AND TIME TO EMPLOYEE AND OTHER DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES WILLIAM BRENNAN 170 E 78TH ST, APT 8B NEW YORK, NY TRUSTEE NONE NONE NONE MARSHALL SOLEM 639 DE TAMBLE AVENUE HIGHLAND PARK. IL TRUSTEE NONE NONE NONE GRAND TOTALS NONE NONE NONE 07/21/ :56 :30 22 STATEMENT 6

20 FRANCIS S. VIELE SCHOLARSHIP TRUST FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS WILLIAM BRENNAN, C/O MOREA FINANCIAL SERIVCES, 120 BROADWAY, SUITE 101 NEW YORK, NY STATEMENT 7 07/21/ :56 :30 23

21 Fo Underpayment of Estimated Tax by Corporations OMB No t See separate Instructions. I DaponmentolIAeTremuy ntemd Rauco us Servl ee " Attach to the corporation's tax return. L, Go004 Name, FRANCIS S. VIELE SCHOLARSHIP TRUST Employer identification number Note : In most cases, the corporation is not required to file Form 2220 (see Part 1 below for exceptions) because the IRS will rgure any penalty owed and bill the corporation. Even if Form 2220 is not required, the corporation may still use it to figure the penalty In such a case, enter the amount from pegs 2, line 38 on the estimated tax penalty line of the corporation's income tax return, but do not attach Form Reasons for Filing - Check the boxes below that apply If any boxes are checked, and line 8, below, is $500 or more, the corporation must file Form 2220 even if it does not owe a penalty 1 'fho corporation 18 using the adjusted eoasonnl installment niolhod 2 X 'Cho corporation Is using the annualized income Instalhnont molhai 3 The cor poration Is a "lar go cor p oration" figuring its first ro uirod fnslnllmont bfleocl on tho PEI Fiqurinu the Underaavment ioi year's taut 4 Total tax (see Instructions) a Personal holding company lox (Schedule PH (Form 1120) line 26) included on line 4.,, Sa b Look-beck interest included on line 4 under section 460(b)(2) for completed long-term contracts or section 167(p) for depreciation under the income forecast method,.,.., 5 b c Credit for Federal tax paid on fuels (see instructions),,,,,,,,,,,,,, 5c d Total Add lines 5a through 5c,,,,,,,,,,,,,,,,,,,,,,,,,,, 5d 6 Subtract line 5d from line 4 If the result is less than $500, do not complete or file this form The corporation does not owe the penalty,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 6 2, Enter the tax shown on the corporation's 2003 income tax return (see instructions) Caution If the tax is zero or the tax year was forless than 12 months, skip this line and enter the amount from line 6 on line 8,,,,,,, 7 1, Enter the smaller of line 6 or line 7. If the corporation is required to skip line 7, enter the amount from line 6. 8 ~ -- 1, Installment duo datoa. Enter in columns (a) through (d) the 15th day of the 4th (Form 890-PFAlers : Use 5th month), 6th, 9th, and 12th months of the corporation's tax your, 0/15/ /15/200 5/ /15 Exception II one of your Installment duo dates is September , coo the instructions 7 0 Required Inotnllmontn. If the box on line I and/or line 2 above to checked, enter the amounts from Schedule A. lino 38 If the box on line 3 (but not 1 or 2) is checked. coo in slructions for the amounts to enter If nano of these boxes are checked. enter 25% of line 8 above in each column Estimated tax paid or credited for ouch period (see instructions) For column (v) only, enter the amount from line 11 on line 15, Complete lines 12 through 18 0l one column before going to the next column. 1 2 Enter amount, if any, from line 18 of the preceding column Add lines 11 end Add amounts on lines 18 and 17 0l the preceding column Subtract line 14 from line 13 II zero or leas, enter If the amount on line 15 is zero, subtract line 13 from line 14 Otherwise enter-0-,,,.. 16 I Underpayment. If line 15 is less then or equal to line 10, subtract line 15 from line 10 Then go to line 12 of the next column Otherwise, eotoline,a » Overpayment If line 10 is less than line 15. subtract line 10 from line 15 Then go to line 12 of the next column, 1 8 Go to Part Ill on page 2 to figure the penalty. Do not go to Part 111 if there are no entries on line 17 - no penalty is owed. For Paperwork Reduction Act Notice, see separate instructions. Form 2220 (2ooa) Jsn axaoos /21/ :56 :30 24

22 Form 2220 (2004) P eps 2 Figuring the Penalty 1 9 Enter the data of payment or the 16th day of the Yd monl oiler the clooa of the fact yew, wfilchovar lz earlier (coo Inntrvaronn) (7wn DD4PF end Farm DD0.T lilere U.. 5th month Inolood of 3rd month ), 20 Number of days, from due dote of Inatnllmont on line 9 to the data cho,am on line Number of doyo on title 20 altar 4/16/200a and before uw..,.rm.nt on m.. i r. Numb., or day. o.. ra. t i. ax... gee 2 3 Numb,, of a.,. e., line 20.n., and before 1011/ Un4.rp.Ym.n1 on lines 17 i Numb., of day. On brat 73. /x Number *I daya on line 20 after W and before TE s unae,o " ymem m hne 17, Number of date on b ZS. 5% use 7 Numb., of aye on line 20 aft-, tl31/200 end War. u Underpayment m line n. Number m day. M Kne n. sx Numb., of e.,.. a, Ime 20 It `2005 and better. 711/ Underpayment en line 17. Number of days an kno 29 3e6 31 Number of day. on line.o after onaxoos and batmo 10111` unae.o.y-i a, [In., 7. Number m day. - ru» Numb., of day. - line, 20 ft- 913W7005 and Wait. 1/1/ una.o.ym-i - Wine 17. Numb., of day. -& Numb., o1 day. On line xo.no. unvtoo6 and era. tna2ooa 3 6 u.,e,.p.ymont - w Number of day. - We Add Imeo , 34, and Penalty Add columns (a) through (e) of line 37 Enter the total here and on Form 1120, line 33, Form 1120-A, line 29, or the comparable line for other income tax returns *For underpayments paid after March 31, 2005 : For lines 30, 32, 34, and 38, use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter These rates are published quarterly in an IRS News Release and in a revenue ruling in the Internal Revenue Bulletin To obtain this information on the Internet, access the IRS website at You can also tail to get interest rate information Fom, 2220 (2004) JSA 4X /21/ :56 :30 25

23 For 2220 (2004) Annualized income Installment Method ' First 20 Annualization periods (see instructions) 20 months 21 Enter taxable income for each annualization period (see instructions) , Annufllizatfonamounts (soeinstructlons), Annualized taxable income. Multiply line 71 by r o , Fiquio tho tax on tho 0mounl on Ilno 23 using Iho InRtructlone for Form 1120, Schodulo J, line 3 (or Compnrablo Ilno of corporntion'e roturn) 24 2, Enioi any aitornativo minimum tax for onch pflymont period (soo instructions) Enter any other taxes for each payment period (see instructions) 26 (b) First 3 months 1C1 Feel 6 First 9 months months Page a 46, , , , ,841. 1, Total tax Add lines 24 through , For each period enter the some typo of credits as allowed on Form 2220, lines 4 end Sc (see insirudwna) Total tax after credits Subtract line 28 from line 27 It zero or less, enter -0-2s 2, , , , , Applicable percentage 30 25% 50% 75% 100% 31 Multiply line 29 by line F14 7 Required Installments Note Complete lines 32 through 38 of one column before completing the next column 1 st installment 32 If only Part I or Part II is completed, enter the amount in each column from line 19 or line 31 If both parts ere completed, enter the smaller of the amounts in each column from line 19 or line Add the amounts in ell preceding columns of line 38 (see instructions) Adjusted seasonal or annualized Income Installments. Subtract line 33 from line 32 If zero or less, enter Enter 25% of line 8 on page 1 of Form 2220 in each column (Note 'Large corporations, " see the instructions for line 10 for the amounts to enter) Subtract line 38 of the preceding column from line 37 of the preceding column 36 2nd installment , , rd I 4th installment installment Add lines 35 and Required Installments Enter the smaller of line 34 or line 37 here and on page 1 of Form 2220, line 10 (see instructions) Fear, 2220 (2004) JSn axaooe s /21/ :56 :30 26

24 LZ 0 =9S :ZT 5002/TZ/LO T ZtZ~i3s`dSS 9 Z xztdn3d ZNaKxffd2I3QPIf1?vsOs QOI2I3d 3Zv2i ' b xasxvna Hog wsos ' S EST SOOZ/SZ/OT SOOZ/St/SO ' bt (SOOZ/St/OT - SOOZ/ST/SO) QOIH3d HIVE ' b 2i3Z2iYAa b T DOI2I3d HIVE ' 2i3,L2iVflb 2I03 'PdsOs 'b1 S ZbZ SOOZ/St/OT SOOZ/St/ZO '11b (SOOZ/ST/OZ - SOOZ/ST/ZO) QOI2i3d 31V23 's HZsxVna S QOI2I3d 3ZV'2i ' Z 2I3S2ivAa 2103 wsos 'S S 69 SOOZ/Ot/ 0 b00z/z /ZT 'S8d 5002/0Z/ 0 (SOOZ/SZ/OZ - b00z/ze/zz) QOI2I3d 3ZKu ' z 2i3s2ivAb Z QOIH3d HIVE ' Z 2I3Z2ivflb 2103 TdsOs ~ 5 9b b00z/z /ZZ b00z/5z/zz '58b (b00z/z /ZT - b00z/sz/zt) Z QOI2I3d 3ZW 'Z u3z2pdflb t z 40I2i3d 3Z`d2i ' Z 2i3s2itlLla 2i03 TdsOs 't S VT b00z/6z/oz b00z/st/ot 'S8D b00z/6z/ot (d00z/t /ZT - d00z/sz/ot) Z QOI2i3d 3ZY2i ' Z 2i3s2ivflb JCZ'ItiN3d $ S1[va 3ZtfQ QN3 3Z'da ' 038 ZAIHjIxvd2l3aNf1 4d 3Z1tQ I = OZZZ W2~03 - ZI vs3a AIOIZ~dZfldLd0~. 1CZ' IKN3d T9SS8Z -S6 ZSII2IZ dihs2v'iohds 3'I3IA ' S SIONV2i3

25 1 SCHEDULE D (Form,04,) Capital Gains and Losses OMB No Department orinotreasury IN- Attach to Form 1041, Form 5227, or Form 990-T. See the separate 200 Internal Revenue sennco Instructions fog Form 1041 (also for Form 5227 or Form 990-T, If applicable). Name of estate or trust FRANCIS S. VIELE SCHOLARSHIP TRUST n 5227 filers need to complete only Parts I and I/ Employer Identification number Short-Term Capital Gains end Losses - Assets Held One Year or Less lal Doccdption of proporty (b) Onto (Exnn, lo. 100 ahoroo 7% o cquuocf (a) Onto hold l (d) Suloa prico (o) Coat or othoi bnmo I ~~ ~ ~^ or (Loco) for t ho ontlro your (cou pnpo ~~l (coi (d) loan Cal (o) ,7 2 Short-term capital gain or (loss) from Forms 4884, 8252, 8781, and 8824,.,.,..,,,,,,,,.,., 2 3 Net short-term gain or (loss) from partnerships, S corporations, and other estates or trusts,,,,,.,,,, 3 4 Short-term capital loss carryover Enter the amount, if any, from line 9 of the 2003 Capital Loss Carryover Worksheet.,, 4 5 Net short-term gain or (loss. Combine lines 1 through 4 in column (f) Enter here and on line 13, column 3 below,, " Long-Term Capital Gains and Losses - Assets Held More Than One Year (o) Description of property (b) Dote (Example 100 shares 7% acquired I (c) Date sold (o) Cost or other basis preferred of 'Z' Co 1 (mo day, yr (mo day yr ) (d) Sales price (see pope 33) SEE STATEMENT 61, if) Gain or JI-oas) for the entire yoor (col (d) less col (a)! 7 Long-term capital gain or (loss) from Forms 2439, , 8781, and Net long-term gain or (loss) from partnerships, S corporations, and other estates or trusts 8 9 Capital gain distributions 9 10 Gain from Form 4797, Part I Long-term capital loss carryover. Enter the amount, if any, from line 14 of the 2003 Capital Loss Carryover Worksheet..,., Net long-term gain or (loss. Combine lines 8 through 11 in column (f) Enter here and on line 14a, column (3) below. " 12 Summary of Parts I and II. (1) Beneficiaries' (2) Estate's Caution : Read the instructions before completing this part (see page 3a) or trusts 42,225. (3) Total 13 Net short-term gain or (loss) Net long-term gain or (loss) : a Total for year a b Unrecaptured section 1250 gain (see line 18 of the worksheet on page 34) b c 28% rate gain or (loss) c 15 Total net gain or (loss). Combine lines 13 and 14a ` , 428. Note : If line 15, column (3), is a net gain, enter the gain on Form 1041, line 4 If lines 14a and 15, column (2), are net gams, go to Part V, and do not complete Part IV If line 15, column (3), is a net lass, complete Part IV and the Capital Lass Carryover Worksheet, as necessary For Paperwork Reduction Act Notice, see the Instructions for Form Schedule D (Form 1041) 2004 Jsn 4F /21/ :56 :30 28

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