'5- ..

OMS No. 15450047

Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code
(except black lung benefit trust or private foundation)
Department of the Treasury
Internal Revenue Service(77)

~ The organization may have to use a copy of this return to satisfy state reporting requirements.

Check if applicable:
Address

change

PII~;~~~.:;eForest Theatre Guild,

P.O. Box 2325
See Carmel, CA 93921
specific

~~r:~~~

Employer Identification Number

Telephone number

~~~~~~}ing

Inc.

23-7227328

Instruc ..
tions.

Accrual

Other (specify) .

Amended return

No

c Indirect public support (not included on line 1a)

d Government contributions (grants) (not included on line 1a).

Total (add lines

I a through 1d) (cash

121 ,. 309

noncash

'--":"';:.1.--"-{i;f---tf'--"'2:l:~---i

"

121 309.
285 329.

" .. "

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

3
4

Membership dues and assessments

Interest on savings and temporary cash investments

"~
.

~--=-+-

5
b Less: rental expenses

'--_~

++:

f--=-=+---------

c Net rental income or (loss). Subtract line 6b from line 6a

R
~
N

7 Other investment income (describe .........

8a Gross amount from sales of assets other
than inventory
b Less: cost or other basis and sales expenses
c Gainor (loss)(attachschedule)

----,r----------.----r--- __
--:----L-/--,,~+_-------(A) Securities
t---------+--..::8-=a-t--t-

L..-

(B) Other
-t----O..8_b+.l.-.,;;;8.,;;;c.l.-

-;
--i

d Net gain or (loss). Combine line 8c, columns (A) and (8)
9 Special events and activities (attach schedule). If any amount is from gaming, check here
a Gross revenue (not including
$
of contributions
reported on line 1b)
I-~t---------p
b Less: direct expenses other than fund raising expenses
'--""-'-"-c Net income or (loss) from special events. Subtract line 9b from line 9a

"0

lOa Gross sales of inventory, less returns and allowances

......,
.

f--'-1,:..,O.::,a-t-

b Less: cost of goods sold

'---'-'0.:.....c...bL..c Grossprofitor (loss)fromsalesof inventory(attachschedule).
SubtractlinelObfromlinelOa
Tl
Other revenue (from Part VII, line 103)
12 Total revenue. Add lines 1e, 2, 3, 4, 5, 6c, 7, 8d, 9c, 10c, and 11.
13 Program services (from line 44, column (8
E
x 14 Management and general (from line 44, column (C
.
p
E
15 Fundraising (from line 44, column (D..................................................
N
s 16 Payments to affiliates (attach schedule)
.
E
s 17 Total ex enses. Add lines 16 and 44, column (A)
Excess or (deficit) for the year. Subtract line 17 from line 12
A 18
N s 19
Net
assets or fund balances at beginning of year (from line 73, column (A
E S
T E 20
Other
changes in net assets or fund balances (attach explanation)
T
S 21
Net assets or fund balances at end of year. Combine lines 18, 19, and 20
.
BAA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.

t>;
.

......,
--t
I--'-'.::.O.,;;;c+1--=-'

'~I-

.
.

.
.
.
.

12
13
14
15
16
17
18
19
20

2'
TEEA0109L

12127/07

_
406,638.
331,373.
45,560.
35,410.
412,343.
-5,705.
4,748.
-957.

Form 990 (2007)

I.:,' 1',

Do not include amounts reported on line

6b, Bb, 9b, 70b, or 76 of Part I.

(B) Program

(A) Total

(C) Management
and general

services

(0) Fundraising

22a Grants paid from donor advised

'':'

funds (attach sch)

(cash

non-cash

..

If this amount includes

foreign grants, check here..

22 b Other grants and allocations(att sch)

non-cash

If this amount

D ....r-=2=2..::;at-

t-

-l'

.'

:.,,'

,I.~. ;';,

':'

,,:

',"

"

('.:

)
includes

foreign grants, check here..

23
24

.,:1

r '':

:'1~f::::; \~- ',:';~j.;

'

:,;

$
$

(cash

'"

0, ,.,,r=22::..;b::.r

-+

--l .'
,.,.

,:i,.;f'i;;~':',',};

IE:':.'<~>"-:,;:":1;\",,':,',,!,,C,..:.'>"':,.,:1";';~?:;X~'~:{~~.,
'1"

fftraC~~\~~~icT~r~)ce, to .in~ivid,ua.ls, . . . . .. 23
Benefits paid to or for members;.~,-,;:,"
(attach schedule)
,
,
,~2~4~-------~-------~~~~~~~~~~~~~~~~~

....~I'i\:;:;;~:~

\,\

';,,:,~:

25 a Compensation

of current officers,
key employees, etc, listed
,
,
,.,.,

directors,
inPartVA

~~~a~~~~7~3~,~0~6~6~.~~~~3~5~,~9=1~8~.~~~~2~2L,~07~0~.~~~~1::..;5L,0::..;7~8~.

b Compensation
of former officers,
directors, key employees, etc, listed
c~~~~~~~~~~~i~~i~i~~;~~

... ~2=5=b~------=0~.~-----_~O~.~

~O~.~

includedabove,to disqualified persons(as

defined under section4958(f)(1 and persons
describedin section
49~~)(3)(8~
,
,.~25~c~~~~~~0~.~~~~~~~O~.

~~~~~~O~.~~~~~~O~.

26

Salaries and wages of employees not

included on lines 25a, b, and c ... , .....

~26~~

27

Pension plan contributions not

included on lines 25a, b, and c ....

~2~7~

28

Employee benefits not included on

lines 25a . 27
,

29

Payroll taxes,

30
31
32
33

Professional

Supplies

Telephone

35
36

Pos~ge and shipping

Occupancy
,

.,

fundraising

Accounting

~3=0~

f-=3~'~

~3=2~

~3=3~

Equipment

39

T~vel

40

Conference~conve~~n~ and meetings. ,

rental and maintenance

and publications

~3~5~
~36~~

~
~

~
~

~~
~

~
~

.. , . , ~3~7~

,~3=8~

'

' ..
,

Printing

~~

,~~~~

37

~~

38

,
, .. ,

~~

~2=8~

' f-=2=9~

fees

fees

Legal fees

, ....

~O~.

~39~

41

Interest

42
43

Deprec~tion,de~etion,~c~ttKhu~dU~).".~4=2~
Otherexpenses,not coveredabove(itemize):

~4=0~

, ~4~1~

~~

~
~_~

a~~~t~

~4~3~a~~~~3~3~9~,2~7~7~.~~~~2~9~5L'~4~55~.~~~~2~3~,~4~9~0~.~~~_2~0~,~3~3~2~.

1---"43::.:b+

-+-

-+

_+------~

43c

-------------------~~--~~~~--r---~~~~~~--~--~~~~~~~--

d
r43~d=t_------_I_-------+-------+------~
e
43e
- - - - - - - - - - - - - - - - - - -I-'-~-------+--------+-------+-------~

43f
-------------------~~~~~~~~~~~~~~~~~--~~~~~~~~--

g- - - 44

~4..:.:3:.;!lg!.f_~~~~~_+~~~~~~_t_~~~~~~~~~~~~~

Total functional expenses. Add lines 22a

through43g. (Organizationscompletingcolumns
(8) . (D), carry these totals to lines 13 . 15). . . ..

Joint Costs. Check.

~D if you are following

Are any joint costs from a combined

If 'Yes,' enter (i) the aggregate

$
to Fundraising
BAA

educational

44

412,343.

campaign

amount of these joint costs

; (iii)

331,373.

the amount allocated

and fundraising

solicitation

reported

to Management

; (ii)
and general

TEEA0102L

08/02/07

35

45,560.

SOP 982.
in (B) Programservices?, .. , ..
the amount allocated

; and

410.

~DYes [2g

to Program

No

services

(iv) the amount allocated

Form 990 (2007)

~.

Form 990 (2007)

Forest
Theatre
Guild,
Inc.
IPart 1111 Statement of Program Service Accomplishments

(See the instructions.)

23-7227328

Page 3

Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a particular
organization.
How the public perceives an organization in such cases may be determined by the information presented on its return. Therefore,
please make sure the return is complete and accurate and fully describes, in Part III, the organization's
programs and accomplishments.
What is the organization's

primary

exempt

purpose?

_c.2l!!.m_uE!.'U'_
~c!.us~0.2!!.a}_ .e_ry!.c_e__ _ _ _ _ _

Program Service Expenses

All organizations
must describe their exempt purpose achievements
in a clear and concise manner. State the number of
clients served, publications issued, etc. Discuss achievements that are not measurable. (Section 501 (c)(3) and (4) orqar
izations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants and allocations to others.)

(Re(1)i~~~~~rZ~~i~~~(~~rd
4947(a)(1) trusts; but
optional for others.)

a See

Statement
2
----------------------------------------------------_.

----------------------------------------------------~.
(Grants and allocations'
$
) If this amount includes foreign crants, check here. .. ~ I

331,373.

----------------------------------------------------~.
(Grants and allocations
$
) If this amount includes foreign grants, check here. .. ~ I I

----------------------------------------------------~
(Grants and allocations
$
) If this amount includes foreion grants, check here. .. ~

----------------------------------------------------n
(Grants

and allocations

e Other program

services

(Grants and allocations

If this amount includes foreign grants, check here. ..

) If this amount includes foreign grants, check here. ..

f Total of Program Service Expenses

(should equal line 44, column

(8), Program

BAA

services)

n
~

331,373.
Form 990 (2007)

TEEA0103L

12127107

~atre

Inc.

Guild,

23-7227328

I Part IVI Balance Sheets (See the instructions.)

Where required, attached schedules and amounts within the description

column should be tor end-ot-yeer amounts only.

Note:
45

Cash - non-interest-bearinq

46

Savings

and temporary

47 a Accounts

for doubtful

accounts

b Less: allowance
49

for doubtful

Grants receivable

accounts

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

52

Inventories

53

Prepaid

54a

Investments

55a

for doubtful

56

58

expenses

and deferred

(attach

- land, buildings,

& equipment:

Investments

- other (attach

..

Other assets,

59

Total assets

60

Accounts

payable

Deferred

A
B

63

0
R

, ......

basis ..

53

~ Bcost
~
Cost

..........

.....

:',;:;:;;',
!
55c

, .............................

56

rl~:i~'

57a
57b

57c

investments

expenses

).
... .. . ... ..... .. .

'

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

62

(~:Si:i

Loans from officers, directors, trustees, and key

employees (attach schedule) ..................................................
(attach

schedule)

63

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

64a

... . ----------------------- ).
.. IKl

b Mortgagesand other notespayable(attach schedule)...............................

65

Other liabilities

(describe

66

Total liabilities.

Add lines 60 through

Organizations
through

that follow

, ......

65 .......................................

SFAS 117, check

here

and complete

Unrestricted

.. , .........

68

Temporarily

restricted

69

Permanently

Organizations

restricted

, ...............
.......

, .................

70 through

' ..............................

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

that do not follow

4 748.

, ....................................

SFAS 117, check here

..

74.

, ............
and complete

or capital

72

Retained

73

Total net assets or fund balances. Add lines 67 through 69 or lines 70 through
72. (Column (A) must equal line 19 and column (8) must equal line 21), ........

74

Total liabilities

A
N

earnings,

surplus,

endowment,

and equipment

accumulated

and net assetslfund

balances.

income,

67

-957.

I:;ifq.:

funds ..................................

or land, building,

I;~~;:'

O.

69

lines

Paid-in

or current

66

68

71

65

O.

lines 67

stock, trust principal,

64b

69 and lines 73 and 74.

67

-957.

61

, ......................................................

bond liabilities

59
60

Capital

58

4,748.

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

70

54b

55a

basis ..............

proqram-related

and accrued

54a

BFMV
FMV

55b

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

revenue

64a Tax-exempt

51 c

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

Grants payable.

I,:'!tr:

(must equal line 74). Add lines 45 through 58. . . .

61

E
T

SOb

52

sch) ..............

schedule)

and equipment:

including

62

50a

charges .......................................

- other securities

L
I

and key

51 b

- publicly-traded securities ..........

Investments

(describe

s
s

49

.. . ....

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

b Less: accumulated depreciation

(attach schedule) .................................

.......

for sale or use ....................................................

57 a Land, buildings,

trustees,

51 a

accounts

b Less: accumulated depreciation

(attach schedule) .................................

I
E
5

48c
, ....

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

b Less: allowance

b Investments

.:'"

48b

51 a Other notes and loans receivable

(attach schedule) .................................

I
L
I

H;;/{:

b Receivables from other disqualified persons (as defined under section 4958(f)(1
and persons described in section 4958(c)(3)(B)
(attach schedule) ...............

47c

ii,;

.',

48a

50 a Receivables from current and former officers, directors,

employees (attach schedule) ...........................................

s
s

47b
. 1:'.':';:", ".

receivable ................................

1;'':':.,

47a
..............

-957.

45
46
"'~

'.

48 a Pledges

4 748.

.....

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

receivable ...............................

b Less: allowance

(B)
End of year

(A)
Beginning of year

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

cash investments

Page 4

70

fund ................

71

or other funds ............

Add lines 66 and 73. , .....

BAA

, ......

72

4 748.
4,748.

I)~a;
73
74

-957.
-957.
Form 990 (2007)

TEEA0104L

08/02107

orm

I Part

Forest

(2007)

IV-A

I Reconciliation
instructions.)

Theatre Guild, Inc.

23-7227328
of Revenue per Audited Financial Statements with Revenue per Return (See the

Total revenue, gains, and other support per audited financial statements

Amounts included on line a but not on Part I, line 12:

l---=a=+__

2Donated

services and use of facilities.

b2

3Recoveries of orioryear grants

~b:..:3+-

Ii,'

I-"b+!---'c+;;~,:

1 Investment expenses not included on Part I, line 6b

d2

- - -- -- -- - - - - -- - -- - - - ---Add lines dl and d2

It;~!.

-- - - ---- - -- ----'--"-'''-'-----------1
:

Total revenue (Part I, line 12). Add lines c and d

I Part

Total expenses and losses per audited financial statements

Amounts included on line a but not on Part I, line 17:
1 Donated services and use of facilities

l--,.=a=+__
~b;;",l+-

-l~::;i;;:~

2Prior year adjustments reported on Part I, line 20

I-b_2+-

-!i;:il~);;,.11

3Losses reported on Part I, line 20

!-'b;;",3=-!--

rm':;:;

(;!:,

_ -

-1'...
I---=b=+-

Subtract line b from line a

Amounts included on Part I, line 17, but not on line a:

t-,..:c+-__
~;::.

1 Investment expenses not included on Part I, line 6b

--.:4:.,:1:.,:2""',:...:3:;.,.4,;;"3,;;"..;",,.

-t.;,.~<

I-'d::..l+

= = = = = = = = = = = = = = . = = = = = = = = = = = = = = =_-1..._d::.:2::.l-

2~::
~s:e~i~)~
Add lines dl and d2
Totalexpenses(Partl,line17).Addlinescandd

--=4:..,:1:..:2:..l,:...:3;;",4..:...::..3,:;.,..

'~:l

b4
1...-=-..:..1..-

Add lines bl through b4

406,638.

IV.81 Reconciliation of Expenses per Audited Financial Statements with Expenses per Return

!---'d+-

40ther (specify): - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

~__:::_:_::_-

4_0_6--<,_6_3_8_.

--lr.j:\j

I-d_1+-

20ther (specify):

___iI:!\

Add lines bl through b4

Subtract line b from line a
Amounts included on Part I, line 12, but not on line a:

--=4:..,:0:..,;6"",:...:6;;",3;;",8;:"";,,,.

--l":'

40ther (specify): _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
_______________________________________
~~b4~

I[~/
I:..,

I-'b:;.,.l+------___ili::ri.

1 Net unrealized gains on investments

Page

-t;~~~'
!---'d+~

412,343.

LPart V-A~ICurrent Officers, Directors, Trustees, and Key Employees

(List each person who was an officer, director, trustee,

or key employee at any time during the year even if they were not compensated.) (See the instructions.)

(A) Name and address

See Statement

(B) Title and average hours

per week devoted
to position

(C) Compensation
(if not paid,
enter -0-)

73,066.

(0) Contributions to
employee benefit
plans and deferred
compensation plans

O.

(E) Expense
account and other
allowances

O.

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

BAA

TEEAO 105L

08102107

Form 990 (2007)

23-7227328
75 a Enterthe total number of officers, directors, and trustees permittedto voteon organizationbusinessat board meetings.. ~ ]...

b Are any officers, directors, trustees, or key employees listed in Form 990, Part V -A, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule
A, Part II-A or II-B, related to each other through family or business relationships?
If 'Yes.' attach a statement that
identifies the individuals and explains the relallonship(s)

~:,.::.j----,.-I-"-'~

c Do any officers, directors, trustees, or key employees listed in form 990, Part V -A, or highest compensated employees
listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule
A, Part II-A or II-B, receive compensation
from any other organizations, whether tax exempt or taxable, that are related
to the organization?
See the instructions for the definition of 'related organization'
~b::.,::;j""'-'-I~~
If 'Yes.' attach a statement
d Does the organization

that includes

have a written

the information

conflict

of interest

described

in the instructions.

policy?

Part V-B' Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other
Benefits (If any former officer, director, trustee, or key employee received compensation or other benefits (described below)
during the year, list that person below and enter the amount of compensation
the instructions.)

(C)

(8) Loans and

(A) Name and address

Advances

or other benefits

Compensation
(if not paid,
enter -0-)

in the appropriate

(0)

Contributions to
employee benefit
plans and deferred
compensation
plans

column.

See

(E) Expense
account and other
allowances

None

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

I Part

VI! Other Information

(See the instructions.)

76

Did the organization

make a change in its activities or methods of conducting activities?
If 'Yes.' attach a detailed statement of each change, . , .... , .. , . , .. , .. , ..... , , . , , , . , . , , . , ... , ' .............

77

Were any changes

made in the organizing

If 'Yes,' attach a conformed

78a Did the organization

or governing

documents

but not reported

76

, .........

, .. , ....

Was there a liquidation, dissolution, termination,

or substantial contraction
year? If 'Yes.' attach a statement .........
, ... , ...........................................

during the

, ....

by this return?

, .........

, ....

..

~LA_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
81 a Enter direct and indirect
b Did the organization

political

expenditures,

file Form 1120POL

and check whether

(See line 81 instructions.)

for this year? ........

, ....

".'

........

it is

, ........

exempt

1 81 al

or

N A

80a

I~}~'i
I~~i.

D nonexempt. ::~S2~
o.

:t1j;~(i1\,,}>4
81 b

x ]

Form 990 (2007)

TEEA0106L

12127/07

X 'I
79
I\:i':~;;';;::;~;"I
I.il::::,;i~i'

_ _____________

.. , ..........................................

BAA

78a

I::;~"': 'Yl:J:::
I;~:/~i~;

, ........................

TI

;;a~;,:~li'ibU; li1~:\1
78b

, ......

80 a Is the organization
related (other than by association with a statewide or nationwide organization) through common
membership,
governing bodies, trustees, officers, etc, to any other exempt or nonexempt organization?
.. , . , ., , . , .....
b If 'Yes.' enter the name of the organization

77

, ................

gross income of $1,000 or more during the year covered

business

b If 'Yes.' has it filed a tax return on Form 990T for this year? .....................
79

to the IRS? .....

"

copy of the changes.

have unrelated

No

Yes

l.f1:i;(;:,~I":i'>I
i~;lEL~

23-7227328

Inc.
82 a Did the organization

receive donated services or the use of materials,

less than fair rental value?

substantially

equipment,

or facilities

b If 'Yes,' you may indicate the value of these items here. Do not include this amount as
revenue in Part I or as an expense in Part II. (See instructions in Part III.)
83 a Did the organization

comply with the public inspection

b Did the organization

comply with the disclosure

84a Did the organization

solicit any contributions

b If 'Yes,' did the or~anization

requirements

requirements

at no charge or at

L...::8=2.::;b.l...-

for returns and exemption

relating

--'~'_'1

applications?

I-==~=-=-+-__
I-=~~_+-~_

to quid pro quo contributions?

or gifts that were not tax deductible?

include with every solicitation

an express statement

that such contributions

or gifts were

~::'='I--~r,.:..:f-=~--=':...r.=..:=---

not tax deductible

85 a 501 (c)(4), (5), or (6). Were substantially all dues nondeductible by members?
b Did the organization

make only in-house

lobbying expenditures

If 'Yes' was answered to either 85a or 85b, do not complete

waiver for proxy tax owed for the prior year.
c Dues, assessments,
d Section

and similar

162(e) lobbying

e Aggregate

amounts

and political

nondeductible

amount

.
received

1-==~-------'~'_'1

from members

~=+---------=~=::H:(~S~+;,!';.

expenditures

of section 6033(e)(1)(A)

f Taxable amount of lobbying and political expenditures

9 Does the organization

of $2,000 or less?
85c through 85h below unless the organization

I-==-=-I---------=.:.'-,-=-=i
<-::.::....:....'---=.:.'--"-"i:,;,.);}"'' ,.,':;,''"'d

dues notices

(line 85d less 85e)

elect to pay the section 6033(e) tax on the amount on line 85f?

h If section6033(e)(1)(A) dues noticeswere sent,doesthe organizationagreeto add the amounton line 85f to its reasonableestimateof
dues allocableto nondeductiblelobbyingand political expendituresfor the following tax year?

501(c)(7) organizations. Enter:

86

a Initiation

fees and capital contributions

included

f--=.=-=-I---------=.:.:.-:=-=".
r--==t--------:'::"-;-:::1,,'
r--=o....::.t--------'~'_'1

line 12
b Gross receipts,

87

included

on line 12, for public use of club facilities

501(c)(12) organizations. Enter:

a Gross income from members

b Gross income from other sources. (Do not net amounts

against amounts due or received from them.)

on

or shareholders

due or paid to other sources

--'~'_'11:1~'~:i".

<-::.8:..7.::b.l...-

88 a At any time during the year, did the organization

own a 50% or greater interest in a taxable corporation or partnership,

from the organization under Regulations sections 301.7701-2 and 301.7701-3?

or an entity disregarded as separate

If 'Yes,' complete Part IX

b At any time during the year, did the organization,

section 512(b)(13)?
If 'Yes,' complete Part XI.
89 a 50 I(c)(3) organizations. Enter: Amount
section
b

4911

.Q:..

directly

or indirectly,

own a controlled

entity within the meaning

f--=.==il----i--"''--

of
.

of tax imposed on the organization

;section4912~

during the year under:

..9.:.

;section4955~

507 (c) (3) and SOl (c)(4) organizations. Did the organization engage in any section 4958 excess benefit transaction
during the year or did it become aware of an excess benefit transaction from a prior year? If 'Yes,' attach a statement
explaining each transaction.

c Enter: Amount of tax imposed on the organization

year under sections 4912, 4955, and 4958
d Enter:

Amount

managers

of tax on line 89c, above, reimbursed

or disqualified

by the organization

e All organizations. At any time during the tax year, was the organization

f All organizations. Did the organization

acquire

persons during the

a direct or indirect

a party to a prohibited

interest

in any applicable

~--------:--:--[l
~---------=--'-i
tax shelter transaction?.
i--==t--+-,;;,:...-

insurance

contract?

"

9 For supporting organizations and sponsoring organizations maintaining donor advised funds. Did the supporting
organization,
or a fund maintained by a sponsoring organization,
have excess business holdings at any time during
the year?
90 a List the states with which a copy of this return is filed

I 90 bl

b ~sU~bi~~~~;t7~~I~.)~e~. ~~PI.~~~~ .in. th~ .~~~.~~~i~.d ~~~: .i~~.I~~:S. ~arc.h .1.~,.~0~7

Q.._

L...::.::..lZ.l...-_--'----,;;,:..._

_N,9g,e

Jane Delay
~Q.x_1l2..?L_C_a.E~e}L_~A

91 a The books are in care of ~

Locatedat ~ J>..:.

~.:",:...+,-.,.,......+-,--,---,-

Telephone

number

831- 62 6-16 81
ZIP + 4 ~

Yl~2}__ -,..-_,.-_

b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a
financial account In a foreign country (such as a bank account, securities account, or other financial account)?
If 'Yes,' enter the name-of the foreign country ... ~
_

Yes

I-=,.:..::t-~~--,'.".:""'.1.":',':,.

See the instructions

Financial Accounts.

for exceptions

and filing requirements

for Form TO F 90-22.1, Report of Foreign Bank and

.

BAA

Form 990 (2007)

TEEA0107l

09/10/07

23-7227328

Inc.

c At any time during the calendar year, did the organization maintain an office outside of the United States? , , , , , , , , , , , " L..:-,;....;:.J'-----''--_
If 'Yes,' enter the name of the foreign country, " ~
92 Section 4947(a)(7) nonexempt charitable trusts (il09- F-;;;" -990fn-li-;u-of
-=. Che~k-h-;r; ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~

Fo~';7047

and enter the amount of tax-exempt

interest received or accrued during the tax year, , , , , ' , ' , , , , , , , , , , , , , ~192

I Part VII I Analysis of Income-Producinq Activities (See the instructions.)

Excluded by section 512, 513, or 514

Unrelated business income

Note: Enter gross amounts unless
otherwise indicated,

(A)
Businesscode

(0)
Amount

(C)
Exclusioncode

(8)
Amount

1;J/A ~ ~.:-O

N/A

(E)
Related or exempt
function income

93 Program service revenue:

14,267.
271,062.

Film Series
b Theatre Productions,

c
d
e
f Medicare/Medicaid

payments, , , , , , , ,
9 Fees& contractsfrom governmentagencies,, ,

94
95
96
97

Membership

dues and assessments,

Intereston savings& temporarycashinvmnts,,

Dividends & interest from securities, ,

,-'" ;:-''1,':
Net rental incomeor (loss) from real estate:
a debt-financed property, , , , , , , , , , , , , '
b not debt-financed property, , , , , , ' , , ' ,
98 Net rental incomeor (loss) from pers prop, , , ,

'

:."", ..
'

"

.: ~:';.

","'P:;'>

I:~:';~;f
~;;12i,.'1..::;:--:~I:':""

,.'::3;:"<i~:" , ;k:!;:";\d~;.,-\i'V--'?~;.~;:,;~,,\

99 Other investment income, , , , ' , , , , , , ,

100 Gain or (loss) from sales of assets

other than inventory, , , , , , , , , , , , , , , , ,

101 Net incomeor (loss) from specialevents,, , , , ,

102 Gross profit or (1055) from sales of inventory, , , , ,
103 Other revenue: a

"Y,'

~~(?:,::;,/,::,;"',"';,"':'-,'

>l"

'):"_":'

-: ',"','., :A : :~: :/:',

<;:~:" <,:::;1(:""

::;:}<:~:t:'.;;J'~!.~:f
:;~,;'L,,1-'

c
d
e
!['!'<',;,
104 Subtotal(add columns(8), (D), and(E , , , , , "<f;;':",'"
,'.i"'",
1 05 Total (add line 104, columns (8),(D), and (E, , , , , , , , , , , , " , , , " , , , , , , " , , , , , , , , , , , , , ' , , , , , , , " , , , , , " ~

285,329.
-=2.:;8.:;5,,:,,'.:;3..;;2..;;9...;,..

Note: Line 705 plus line 7e, Part I should equal the amount on line 72 Part I

I Part VIII Relationship of Activities to the Accomplishment of Exempt Purposes (See the instructions.)
Line No.

..

Explain how each activity for which income is reported in column (E) of Part VII contributed
of the organization's exempt purposes (other than by providing funds for such purposes),

importantly

to the accomplishment

N/A

I Part IX Information Regarding Taxable Subsidiaries and Disregarded Entities (See the instructions.)
(A)
Name, address, and EIN of corporation,
partnership, or disregarded entity

N/A

(B)

(C)

(0)

Percentageof
ownershipinterest

Nature of activities

Total
income

(E)

End-of-year
assets

%
%
!ID

I Part X I Information Reqardinq Transfers Associated with Personal Benefit Contracts (See the instructions.
a Did the organization,during theyear,receiveanyfunds,directlyor indirectly,to paypremiumson a personalbenefitcontract2, , , , , , , , , , , , , , " BYes
~NO
No
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit ccntract? , , , , , , , , ,
Yes
Note: If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions),
Form 990 (2007)
BAA
TEEA0108L
12/27/07

Forest Theatre Guild

L....:....,;~~

Inc.

23-7227328

Information Regarding Transfers To and From Controlled Entities. Complete only if the
organization is a controlling organization as defined in section 5 I 2(b) (7 3).
Yes

106

Did the reporting organization make any transfers to a controlled entity as defined in section 512(b)(13) of the Code? If
'Yes,' complete the schedule below for each controlled entity, , , , , , , , , , , , , , , , , , . , ' , ' , , . , . , , , , , , , , , , , , , . , .. , , . , ' , , . , , ,. , , .
(B)

(A)
Name, address, of each
controlled entity

~C)

Employer Identification
Number

~------------------------~-------------------------

~------------------------~-------------------------

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

Description
transfer

,"....

Totals

I "'.

(01

of

Amount 0 transfer

.i:/":;::\:\:}:'

,;!;;.':'f{;'

;,':.;!2;;\~i:,ti:<f],:;:" 'L.,'::' .....,,::'.~i\;~:':i)..."

",:~,~;
Yes

107

Did the reporting organization receive any transfers from a controlled entity as defined in section 512(b)(13) of the Code? If
'Yes,' complete the schedule below for each controlled entity, , , , , . , , , , , , , , , , , , . , , , , . , . , , .. , , , . , . , , , . , , , , , . , . , . , , , , .. , , , .
(B)

(A)
Name, address, of each
controlled entity

(C)

Description
transfer

Employer Identification
Number

No

No

(01

of

Amount 0 transfer

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

~-------------------------

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

------------------------r-------------------------

":J:};..
',' ..... 1''\:
'. ;/:.!:,('~.p. .',;'):"",,:\:~:

Totals

;"'~

.'.~";'~~':~:;~;:~':-.':~~"';':'.
,.

", '.'E~f':c

';.':~~~;~~i:;E~,

:',('::;:+::~~!::;c':~t\

Yes

108

:bg~~?

~~~~~tTe~r~~~~~f~~~n
i~aqV~e~ti~i~~i8~

.~ontr~ct.in,ef~ect,~~.~~~~~t ,1,~',2~~~.'.c~verin.g th~, i.nter~,SCr~~,ts: r~:a.l~i~.S,,~~~.

No

Under penalties Jf perjur~, I geclare that I have examined this return, including accompanying schedules and statements, and to the ~est of my knowledge and belief, it is
true, correct, an comple e. ectaration of preparer (other than officer) is based on all Information of which preparer has any knowle ge,

Please
Sign
Here

~
Signature of officer

Date

~
Type or print name and title,

Paid
Preparer's

Use

Only

Preparer's
signature

Firm's name (or

yours if senemployed),
address, and
ZIP + 4

Date

Check if
sellemployed

J. Daniel Clarke

~ 280 Reeside Ave.

EIN

Monterey, CA 93940

[XlI General
Preparer's
SSN or PTIN
Instruction
X) (See

N/A

N/A
(831) 375-6230

Phone no,

Form 990 (2007)

BAA

TEEAO 11 OL 08/03107

(Form 990 or 990-EZ)

(Except

Department of the Treasury

Internal Revenue Service

OMS No. 15450047

Organization Exempt Under

Section SOl (c)(3)
Private Foundation)
and Section 501 (e), SOl(f), SOl(k),
SOl(n), or 4947(a)(1) Nonexempt Charitable Trust

Supplementary
~ MUST be completed

Information

(See separate

by the above organizations

and attached

to their Form 990 or 990-EZ.

Employer identification

Name of the organization

Theatre Guild

'---'-~-'-----'

2007

instructions.)

number

Inc.

23-7227328
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees
(See instructions.

List each one. If there are none, enter 'None.')

(a) Name and address of each

employee paid more
than $50,000

(b) Title and average

hours per week
devoted to position

(c) Compensation

(d) Contributions
to employee benefit
plans and deferred
compensation

(e) Expense
account and other
allowances

None

Total number
over $50,000

Part"::"': A

of other employees

paid

~
0
Compensation of the Five Highest Paid Independent Contractors for Professional Services

(See instructions.

(a) Name and address

List each one (whether individuals

of each independent

contractor

paid more than $50,000

or firms). If there are none, enter 'None.')

(b) Type of service

(c) Compensation

None

Total number of others receiving over

$50,000 for professional
services

Part II - B; Compensation of the Five Highest Paid Independent Contractors for Other Services
(List each contractor who performed services other than professional
firms. If there are none, enter 'None.' See instructions.)
(a) Name and address

of each independent

contractor

paid more than $50,000

services, whether individuals

(b) Type of service

or

(c) Compensation

None

Total number of other contractors

over $50,000 for other services

receiving

0
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990EZ.
~

TEEA0401L

12/27/07

ScheduleA (Form 990 or 990EZ)2007

2007

I Statements

Forest

Theatre

Guild

23-7227328

Inc.

About Activities (See instructions.)

ng the year,
to
to influence public opinion on a legislative matter or referendum
or incurred in connection with the lobbying activities .... ~ $
(Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.)

2
Yes

No

, or ocal legislation, including any

es,' enter the total expenses paid

-=-N~/..:A~

_
b.;,......j~d~:-:-

Organizations that made an election under section 501(h) by filing Form 5768 must complete Part VI-A. Other
organizations checking 'Yes' must complete Part VI-B AND attach a statement giving a detailed description of the
lobbying activities.
2

During the year, has the organization, either directly or indirectly, engaged in any of the following acts with any
substantial contributors, trustees, directors, officers, creators, key employees, or members of their families, or with any
taxable organization with which any such person is affiliated as an officer, director, trustee, majority owner, or principal
beneficiary? (If the answer to any question is 'Yes,' attach a detailed statement explaining the transactions.)

a Sale, exchange, or leasing of property?

t---t---t--

c Furnishing of goods, services, or facilities?

I---'=-=-I--t--=.:..-

d Payment of compensation (or payment or reimbursement of expenses if more than $1,OOO)?

I---'::..=.JI--t--=~

e Transfer of any part of its income or assets?

I---';;;"";;"'I---'-t--

3 a Did the organization make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an
explanation of how the organization determines that recipients qualify to receive payments.)

1-=+-_+-:"::""_

b Did the organization have a section 403(b) annuity plan for its employees?

1-=-11--t--=~

c Did the organization receive or hold an easement for conservation purposes, including easements
to preserve open space, the environment, historic land areas or historic structures? If
'Yes,' attach a detailed statement.

I-~I--t--'--

d Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?

I-~I--t--'--

4a Did the organization maintain any donor advised funds? If 'Yes,' complete lines 4b through 4g. If 'No,' complete lines
4f and 4g

f--=t--+....;;..;;.-

Did the organization make a distribution to a donor, donor advisor, or related person?

d Enter the total number of donor advised funds owned at the end of the tax year

N-,/_A_

e Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year.

---=N:.:./....:A:..:.

Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised
funds included on line 4d) where donors have the right to provide advice on the distribution or investment of
amounts in such funds or accounts
~

9 Enter the aggregate value of assets held in all funds or accounts included on line 4f at the end of the tax year... ~

O_.

BAA

TEEA0402L

12/27/07

Schedule A (Form 990 or Form 990-EZ) 2007

Forest
I

Part IV

Reason for Non-Private

Inc.

Foundation

23-7227328

Status (See instructions.)

I certify that the organization is not a private foundation because it is: (Please check only ONE applicable box.)
5

0 A church, convention of churches, or association of churches. Section 170(b)(1)(A)(i).

0 A school. Section 170(b)(1)(A)(ii).

0 A hospital or a cooperative hospital service organization.

(Also complete Part V.)

Section 170(b)(1)(A)(iii).

D A federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v).

D A medical research organization operated in conjunction with a hospital. Section 170(b)(1)(A)(iii).

Enter the hospital's name, city,

and state ~
10

0 An organization

operated for the benefit of a college or university owned or operated by a governmental unit. Section 170(b)(1 )(A)(iv).

(Also complete the Support Schedule in Part IVA.)

11 a

0 An organization

11 b

D A community trust. Section 170(b)(1)(A)(vi).

12

iKJ An organization

13

D An organization

that normally receives a substantial part of its support from a governmental unit or from the general public.
Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IVA.)
.
(Also complete the Support Schedule in Part IVA.)

that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts
from activities related to its charitable, etc, functions - subject to certain exceptions, and (2) no more than 33-1/3% of its support
from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the
organization after June 30, 1975. See section 509(a)(2). (Also complete the Support Schedule in Part IV-A.)
that is not controlled by any disqualified persons (other than foundation managers) and otherwise meets the
requirements of section 509(a)(3). Check the box that describes the type of supporting organization: ~

Type I

OType II
OType III-Functionally Integrated
OType III-Other
Provide the following information about the supported organizations. (See instructions.)

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

Total. ... .. ...............

,

14

0 An organization

..

(b)
Employer identification
number (EIN)

(c)
Type of
organization (described
in lines 5 through 12
above or IRe section)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ......
,

(d)
Is the supported
organization listed in
the supporting
orqanizatlon's
governing
documents?
Yes
No

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

(e)
Amount of
support

O.

organized and operated to test for public safety. Section 509(a)(4). (See instructions.)

BAA

Schedule A (Form 990 or 990-EZ) 2007

TEEA0407L

12127/07

4
o e:

ou may use

e wor

5 eet In t

e instructions

Cal~nd~r y~ar (or fiscal year

~
beginning In) .....................
15 Gifts, grants, and contributions
received. (Do not include
unusual grants. See line 28.) ...
16 Membership fees received ......
17

charitable, etc, purpose .............

Grossincomefrom interest,dividends,
amts rec'd from paymentson securities
loans(sec. 512(a)(5,rents,royalties,
incomefrom similar sources,and
unrelatedbusinesstaxableincome(less
sec.511taxes)from businessesacquired
by the organzationafter June30, 1975..

19

Netincomefrom unrelatedbusiness
activitiesnot includedin line 18.......

20

Tax revenues levied for the

organization's benefit and
either paid to it or expended
on its behalf ...................
The value of services or
facilities furnished to the
organization by a governmental
unit without charge. Do not
include the value of services or
facilities generally furnished to
the public without charge .......
Other income. Attach a
schedule. Do not include
gain or (loss) from sale of
capital assets .................
Total of lines 15 through 22 ....
Line 23 minus line 17 ..........
Enter 1% of line 23 ............

21

22

23
24
25
26

(a)

rom the accrual to the cas

0 accounting.

(c)

(b)

2005

2006

met 0

(e)

(d)

2004

2003

Total

101,355.
34,055.

83,914.
30,660.

68,467.
39,359.

74,900.
22,700.

328,636.
126,774.

206,052.

170,096.

141,491.

138,671.

656,310.

Grossreceiptsfrom admissions,
merchandisesold or servicesperformed,
or furnishingof facilities in anyactivity

that is related to the organization's

18

for converting

Organizations

described

o.
o.
o.

o.
o.
341,462.
135,410.
3,415.

on lines 10 or 11 :

249,317.
107,826.
2,493.

284,670.
114,574.
2,847.

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

1,111,720.
236 271.
455,410.
97,600.
:;:~,"'(~:';;!i'
<'>, .;:
2,363. I~
NjA .-;' ~ 26a

b Preparea list for your recordsto showthe nameof andamountcontributedby eachperson(otherthana governmentalunit or publicly
supportedorganization)whosetotal gifts for 2003through2006exceededthe amountshownin line 26a.Do not file this list with your
return. Enterthe total of all theseexcessamounts.................................................................
c Total support for section 509(a)(1) test: Enter line 24, column (e) .........................................
d Add: Amounts from column (e) for lines:
18
19
22
26b
e Public support (line 26c minus line 26d total) , , , , , . , , . , , . , . , , , , . , , '': ' , . , , .. , .. , , , , , , . , , , , , . , , , . , . , . , . , , , ,

~
~
~
~

.;}:
rf:~&\1:~~,rf:[:[;~~k~}':i~:::;:G,;
26b
26c

d;:,:<, t,: i:;~"';r.:;):',.

26d
26e

!l,
f Public support percentage (line 26e (numerator) divided by line 26c (denominator, . , , , , .. , , . , .. , . , , , .. , .
26f
27 Orqanizations described on line 12:
a For amounts included in lines 15,16, and 17 that were received from a 'disqualified person,' prepare a list for your records to show the
name of, and total amounts received in each year from, each 'disqualified person.' Do not file this list with your return. Enter the sum of
such amounts for each year:
(2006)
.Q.:.. (2005)
Q:... (2004)
Q:... (2003)
Q.._
0

bFor any amount included in line 17 that was received from each person (other than 'disqualified persons'), prepare a list for your records
to show the name of, and amount received for each year, that was more than the larger of (1) the amount on line 25 for the year or (2)
$5,000. (Include in the list organizations described in lines 5 through 11b, as well as individuals.) Do not file this list with your return.
After computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these
differences (the excess amounts) for each year:
(2006)
.Q.:.. (2005)
Q:... (2004)
Q:... (2003)
Q.._
cAdd:

Amounts from column (e) for lines:

17
d Add: Line 27a total. , , , ,

65 6, 31 o.

o.

15
20

328,636.

16

21
and line 27b total. , , . , , . , , , , .

126,774.

o.

j-:2=.:7-=c+---=CL....::=.L..:...~..:...
1-2::;7;..,;d::.r---'--'-

e Public support (line 27c total minus line 27d total) , , , . , . , , , , , . , , , , , . , . , , . , , , , , . , , , , , , , , , , , , , , , , . , . , , . , .. , ~~~j.-,-,..,...;:::"L,;::,=,=-.!...,,:,.:::.,::.,.:f Total support for section 509(a)(2) test: Enter amount from line 23, column (e),.
~ 27f
1 111 720.
g Public support
28
BAA

percentage

(line 27e (numerator)

divided by line 27f (denominator,

, . , , . , . , . , . , , . , , , ... "

~~'--"-1j.-,-,-""::''':'''':'"",-,,-''--''-

o.

Unusual Grants: For an organization described in line 10, 11, or 12 that received any unusual grants during 2003 through 2006, prepare a
list for your records to show, for each year, the name of the contributor, the date and amount of the grant, and a brief description of the
nature of the grant. Do not file this list with your return. Do not include these grants in line 15.
TEEA0403L

12/27/07

Schedule A (Form 990 or 990-EZ) 2007

2007Forest

Theatre

Guild

Inc.

23-7227328

N/A
Yes

No

29

Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body?

I-::"'~b---:-:I;---,~

30

Does the organization include a statement of its racially nondiscriminatory policy toward students in all its brochures,
catalogues, and other written communications with the public dealing with student admissions, programs,
and scholarships?

f,-.::,::""""f-,.-,-,--,j.,.,-,.,.--

31

Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way that
makes the policy known to all parts of the general community it serves?
If 'Yes,' please describe; if 'No,' please explain. (If you need more space, attach a separate statement.)

Does the organization maintain the following:

a Records indicating the racial composition of the student body, faculty, and administrative staff?

32

f,-=-':"""'I--:-..,,-b-~

, " 1-3_2_a+-_+-_

b Records documenting that scholarships and other financial assistance are awarded on a racially
nondiscriminatory basis? .. ,
,.,
, . , . , .. ,
,
, . , .. ,
,.,

1--"'32;;;,.b,,+-_-+__

c Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships?
, .. ,
, .. ,
d Copies of all material used by the organization or on its behalf to solicit contributions?
,.,

1--"'32;;;,.c,+-_-+__
.

If you answered 'No' to any of the above, please explain. (If you need more space, attach a separate statement.)

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

33

a Students' rights or privileges?

,,.,,,.,

b Admissions policies?

c Employment of faculty or administrative staff?

d Scholarships or other financial assistance?

e Educational policies?

,.,,.,,

,,

,.,,
,

,,

f,-=-33::,.a,+_-+ __
.

33b

33c

f--=.33::..d=+-_-+__

,.,,,,

f,-=-33::,.e,+_-+ __

"

, . , .. ,

,.,

9 Athletic programs?,

,.,
,

f Use of facilities? .. ,',

h Other extracurricular activities?

,', .. ,
,.,

,.,,,

,
,,

f,-=-33::,.f+_-+ __
.
.

If you answered 'Yes' to any of the above, please explain. (If you need more space, attach a separate statement.)

34a Does the organization receive any financial aid or assistance from a governmental agency?
b Has the organization's right to such aid ever been revoked or suspended?
If you answered 'Yes' to either 34a or b, please explain using an attached statement.
35
BAA

Does the organization certify that it has complied with the applicable requirements of
sections 4.01 through 4.05 of Rev Proc 75-50, 1975-2 C.B. 587, covering racial
nondiscrimination? If 'No,' attach an explanation
,
,
TEEA0404L

12/27/07

.
"

, . . . . . . . . . . . . . . . . .. . . .. 35
Schedule A (Form 990 or 990-EZ) 2007

23-7227328
IPart VI-A

(To be completed
Check

Page 6

I Lobbying Expenditures by Electing Public Charities

a

ONLY by an eligible

if the organization

(See instructions.)
that filed Form 5768)

organization

belongs to an affiliated

group.

Check ~

if

(b)

Limits on Lobbying Expenditures

(The term 'expenditures'

36
37
38
39
40

Total exempt

41

Lobbying

means amounts

paid or incurred.)

Total lobbying

expenditures

to influence

public opinion (grassroots

Total lobbying

expenditures

to influence

a legislative

Total lobbying

expenditures

(add lines 36 and 37)

Other exempt

purpose

lobbying)

.
.
.

expenditures
amount.

(add lines 38 and 39)

Enter the amount from the following

If the amount on line 40 is -

table -

The lobbying nontaxable amount is -

Not over $500,000

20% of the amount on line 4Q

Over$500,000but not over $1,000,000

$100,000plus 15% of the excessover $500,000

Over $1,000,000but not over $1,500,000

$175,000plus 10% of the excessover $1,000,000

Over $1,500,000but not over $17,000,000

$225,000plus 5% of the excessover $1,500,000

Over $17,000,000

$1,000,000

1-==-4---------\--------f---==-J--------J.--------

42

Grassroots

43

Subtract

44

Subtract line 41 from line 38. Enter -0- if line 41 is more than line 38
Caution: If there is an amount on either line 43 or line 44, ou must file Form 4720.

nontaxable

36
37
38

body (direct lobbying)

expenditures

purpose

nontaxable

To be completed
for all electing
or anizations

amount

(enter 25% of line 41)

line 42 from line 36. Enter -0- if line 42 is more than line 36

b~bs77~?_;::;;:7t;T;;'~~:;:;::;::;_:c00:;;:;;:_;::::

4 -Year Averaging Period Under Section 501 (h)

(Some organizations

that made a section SOl (h) election do not have to complete

See the instructions for lines 45 through 50.)
Lobbying Expenditures

Calendar year
(or fiscal year
beginning in) ~

45

Lobbying nontaxable
amount ..............

46

Lobbyingceiling amount
(150% of line 45(e ......

47

Total lobbying
ex enditures .........

48

Grassroots nontaxable amount. ......

49

Grassrootsceiling amount
(150% of line 48(e ......

50

Grassroots lobbying
expenditures

Part VI-8

(a)

During 4 -Year Averaging

(b)
2006

2007

all of the five columns

(c)
2005

(For reporting

only by organizations

that did not complete

Part VI-A) (See instructions.)

N/A
any

a Volunteers

Yes

Amount

No

t---+--i>:."
(Include

compensation

in expenses

reported

on lines c through

h.)

to members,

e Publications,

legislators,

or published

9 Direct contact

with legislators,

demonstrations,

or the public

or broadcast

to other organizations

statements

for lobbying

purposes

their staffs, government

seminars,

conventions,

,
officials,

speeches,

or a legislative

lectures,

body

or any other means

i Total lobbying expenditures (add lines c through h.),

i--t---!

1----4--4-------1----4--4-------1--4--4-------1----4--+-------1----+--+--------

c Media advertisements

h Rallies,

(e)
Total

Lobbying Activity by Nonelecting Public Charities

b Paid staff or management

f Grants

Period
(d)
2004

During the year, did the organization

attempt to influence national, state or local legislation, including
attempt to Influence public opinion on a legislative matter or referendum, through the use of:

d Mailings

below.

1-----:"7+-,,-,.-,+-------L..;....:....:~:-.':-..

1-

If 'Yes' to any of the above, also attach a statement giving a detailed description of the lobbying activities.
BAA

Schedule

TEEA0405L

12/27/07

A (Form 990 or 990-EZ)

2007

e7
L.:.....=:c.:...:-':"':":"-1

Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations (See instructions)

Did the reporting organization directly or indirectly engage in any of the following with any other organization described in section 501(c)
of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes No
a Transfers from the reporting organization to a noncharitable exempt organization of:
X
(i)Cash
. 51 a (i)

51

a (ii)

.
.

b (i)
b (ii)

(iii)Rental of facilities, equipment, or other assets

b(iii)

(iv) Reimbursement arrangements

b (iv)

(v)Loans or loan guarantees

(vi)Performance of services or membership or fundraising solicitations.

.
.

b (v)

X
X
X
X
X
X
X

(ii)Other assets
b Other transactions:
(i) Sales or exchanges of assets with a noncharitable exempt organization
(ii)Purchases of assets from a noncharitable exempt organization

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

b (vi)

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 1ransac t'Ion or s hari
anne arrangement, show .In co11umn (d) til e va Iue of t he goo s, ot her assets, or services
receive d :
(a)
(b)
(d)
~c)
Line no.
Amount involved
Description
of transfers,transactions,
andsharingarrangements
Name of noncharitab e exempt organization

N/A

52

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 in section 5277 . . . . . . . . . . . . . . . . . . . . . . . . .. ~ DYes
b If 'Y es,' complete the following schedule:
(a)
Name of organization

(b)
Type of organization

(c)

00

No

Description of relationship

N/A

BAA

Schedule A (Form 990 or 990-EZ) 2007

TEEA0406L

12/27/07

2007

Federal Statements

Page 1
23-7227328

Forest Theatre Guild, Inc.

Statement 1
Form 990, Part II, Line 43
Other Expenses

(A)
Total
Administration
Annual Meeting
Bank Charges
Film Production Costs
FTG Direct Fundraising
Marketing
Membership Expenses
Miscellaneous Admin
Next Season Production Costs
Other Insurance
Other Payroll Expenses
Postage
Production Costs
Programs and Printing
Rent
Scholarship
Total $

13,124.
657.
3,337.
14,284.
9,658.
3,269.
4,531.
26.
5,321.
1,558.
10,36l.
392.
268,439.
790.
2,530.
1,000.
339,277. $

(C)
Management
& General

(B)

Program
Services

Fundraising

13,124.
657.
1,113.

1,112.
14,284.
1,090.

1,112.
9,658.
1,089.
2,265.

1,090.
2,266.
26.

5,321.
519.
3,453.
13l.
268,439.
263.
843.
295,455.

(D)

520.
3,455.
13l.

519.
3,453.
13O.

264.
844.

263.
843.
1,000.
20,332.

23,490.

Statement 2
Form 990, Part III, Line a
Statement of Program Service Accomplishments

Description
Education of performers, musicians, & theatre technicians
creating, producing and performing stage productions of
"Cats" and "Les Miserables" and "My Fair Lady" as well as
other performances for 10,000 to 12,000 people in the
community for a period of 14 to 18 weeks at the Forest
Theatre in Carmel and the Historic State Theatre in Downtown
Monterey.
Bringing the preforming arts to the community and
educating youth in the theatre arts with the participation
of 13 local schools in the production of "Les Miserables".
Includes Foreign Grants: No

Program
Service
Expenses

Grants and
Allocations

331,373.
=$====0=.

331,373.

2007

Page 2

Federal Statements

23-7227328

Forest Theatre Guild, Inc.

Statement

Form 990, Part V-A

List of Officers, Directors, Trustees, and Key E:mployees

Name and Address

Patricia Campbell
P.O. Box 4183
Carmel, CA 93921

Title and
Expense
ContriAccount/
Compenbutton to
Average Hours
!2er Week Devoted
sation
Other
EBP & DC
O.
O. $
Trustee $
O. $

Safwat Malek
Box 1734
Pebble Beach, CA 93953

Vice President

O.

o.

O.

Brian Grossi
3012 Cormorant Road
Pebble Beach, CA 93953

Vice President

O.

o.

O.

Trustee

O.

O.

O.

Executive Prod

27,786.

O.

O.

Trustee

O.

O.

O.

Executive Direc

45,280.

O.

O.

Kathleen Hendricks
51 Flight Road
Carmel Valley, CA 93924

Trustee

O.

O.

O.

John Kelly
26609 Carmel Center Place
Carmel, CA 93923

Trustee

O.

O.

O.

Treasurer

O.

O.

O.

Trustee

O.

O.

O.

President

O.

O.

O.

P.O.

Loretta Davi
P.O. Box 527
Monterey, CA 93942
Hamish Tyler
25 Sandpiper Road
Seaside, CA 93955
Dave Hall
26390 Carmel Rancho Lane
Carmel, CA 93923
Jane Delay
360 Spenceer #6
Monterey, CA 93940

Dennis Dooley
4105 Pine Meadows Way
Pebble Beach, CA 93953
Lee Whitney
Carmel, CA 93921
Barbara Mossberg
P.O. Box 97
CArmel, CA 93921

, ,

2007

Page 3

Federal Statements

23-7227328

Forest Theatre Guild, Inc.

Statement 3 (continued)
Form 990, Part V-A
List of Officers, Directors, Trustees, and Key Employees

Name and Address

Drs. Ron and Darcie Kroll
13640 Tierra Spur
Salinas, CA 90908

Title and
CompenAverage Hours
Per Week Devoted
sation
Trustee $
O.
0

Expense
Account!
Other

Contribution to
EBP & DC
$

O.

O.

Trustee

O.

O.

o.

Robert Rosenberg
P.O. Box 4055
Carmel, CA 93921

Trustee

O.

O.

O.

Michel Willey
P.O. Box 3773
Carmel, CA 93921

Trustee

O.

O.

O.

Joanna Tubman
P.O. Box 7342
Carmel, CA 93921

Trustee

O.

O.

O.

Ass't Treasurer

O.

O.

O.

Daniel Powers

3152 Forest Lodge Road

Pebble Beach, CA 93953

Kate Faber
19201 Creekside Lane
Salinas, CA 93908

0
0

Total $

73,066.

O.

O.