C)3ta l\qq

-F.orriT,990

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue

(except black lung benefit trust or private foundation)
Department of the Treasury
Internal Revenue Service

~ The organization

F or th e 2003 ca en d ar year, or t ax year b egmnmg

Check if applicable:

r-

rr'--

Please use
IRS label
or print
or type.
See
specific
instructions.

Address change
Name change
Inilial return
Final return

Forest Theatre Guild, Inc.

23-7227328
E Telephone number

CA 93921

831-626-1681
F Accounting
method:

Application pending

~ rRI

3 ..(insert no.)

501(c)

H (C) Are all affiliates included? ........

527

H (d) Is this a separate return filed by an

organization covered by a group ruling?

Group Exemption

U.

gifts, grants,

and similar

....

a Direct public support ............

b Indirect

...

service

Membership

Interest

110 ,. 718

Dividends

revenue

including

and interest

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

cash investments

....

....
,

, ,

...

from securities ................................................

6a Gross rents ......................

c Net rental income or (loss) (subtract

E
N
U

Other investment

8a Gross amount
than inventory

income

reported

lOa

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

events (subtract

........

expenses _...........

P
E

13
14
15

16

17

A 18
S 19

N
E S

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

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

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

(from Part VII, line 103) .......

'~i~;-,;,

..............
~D

'i'li;/
.~;~~,<

9b

lOa

:',;';'.'.

lOb

, .'

. ..

...

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

,.,

'

"

Net assets or fund balances

20

Other changes

21

Net assets or fund balances

For Paperwork

at beginning

of year (from line 73, column

in net assets or fund balances

Reduction

(attach explanation)

at end of year (combine

Act Notice,

see the separate

13
14
15

230,494.
187,867.
35,650.
13,757.

16
17
18

237,274.
-6,780.
43,470.

20

_.........................
TEEA0107L

11
12

19

(A ...........................

..........

21

lines 18, 19, and 20) .............................

instructions.

11,589 .

10c

".,

8d

f;:i:.

17,366. .-...
5,777.
.Statement ..1 9c

I'~li:;:

.......
.... . . . . . . . .. .. ,. .. . . .....
Total revenue (add lines 1d, 2, 3, 4, 5, 6c, 7, 8d, 9c, lOc, and 11) .... ...
...
... ... . ..... .,., ..
Program services (from line 44, column (8 ..... ... . .... . .........
.
.. ... .. ....... ..... . . .....
. .... . .... . . ........
...
Management and general (from line 44, column (C) . ....
..... . ..
Fundraising (from line 44, column (0 .....
... ......
.. ... . ..... ... ........
. . ..... . . .. . . . . . . . .
. . . .....
... . .......
. ... . . .....
Payments to affiliates (attach schedule) .............
.... .
........
Total expenses (add lines 16 and 44, column (A .........
.........
. ........ . ..... . . ..... . ...... . .
.....................
Excess or (deficit) for the year (subtract line 17 from line 12) ....................
Other revenue

T E
T

BAA

:}~,/(

I~j;(/

9al

c Grossprofit or (loss) from sales of inventory(attach schedule)(subtract line lOb from line lOa)... .
12

I;~\~',

'1'... :I' ...

line 9b from line 9a) .....

less returns and allowances.

b Less: cost of goods sold .........

3
4

6c

check here .. ...

is from gaming,

110,718.
108,187.

"~---i!.

_.....

of contributions

other than fundraising

Gross sales of inventory,

If any amount

c Net income or (loss) from special

(B) Other

(A) and (8 ........................

on line 1a) ...........................

b Less: direct expenses

"

".,

8a

(attach schedule).

(not including

(A) Securities

8c

a Gross revenue

C Gainor (loss) (attach schedule)..........................

events and activities

6al

8b

Special

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

b Less: cost or other basis and sales expenses .......

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

line 8c, columns

[Xl No

Yes

"

ld

6b

from sales of assets other

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

~':F;"""-,:'

line 6b from line 6a) .............................................

(describe ........

d Net gain or (loss) (combine

11

,.,

: ......................................

b Less: rental expenses ...................................................

R
E

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

.......

(from Part VII, line 93) ..

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

Number ...

.~;
',.'

lc
)

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

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

and temporary

DNO

1b

fees and contracts

110,718.

1a

noncash

government

dues and assessments

on savings

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

DYes

(See Instructions)

received:

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

(grants)

1a through 1c) (cash

Program

public support. ... _...................

c Government contributions
d Total (add lines
$
2

amounts

No

Check
~
if the organizationis not required
to attachScheduleB (Form 990,990-EZ,or 990-PF).

~ 236,271.
1-: I Revenue Expenses, and Changes in Net Assets or Fund Balances

Gross receipts: Add lines 6b, 8b, 9b, and 1Db to line 12...
Contributions,

IKl

DYes

(If 'No,' attach a list. See instructions.)

Check here ~
if the organization's
gross receipts are normally not more than
$25,000. The organization need not file a return with the IRS; but if the organization
received a Form 990 Package in the mail, it should file a return without financial data.
Some states require a complete return.

Accrual

H (b) If 'Yes: enter number of affiliates ~

4947(a)(1) or

(specify) ~

H (a) Is this a group return for affiliates? ..

N/A

Organization
ty~e
(check only one .........

Cash

H and I are not applicable to section 527 organizations.

Section 501 (c)(3) organizations

and 4947da)(1~ nonexempt
charitable trusts must attach a complete
Sc edule A
(Form 990 or 990-EZ).

IPart

~nOther

Web site: ~

Employer Identification Number

Amended return

,2003, an d ending

P.O. Box 2325

Carmel,

Open to Public
Inspection

requirements.

r--r-

No. 1545-0047

2003

Code

may have to use a copy of this return to satisfy state reporting

rr-:.

OMB

Return of Organization Exempt from Income Tax

10103103

36,690.
Form 990 (2003)

Forest Theatre Guild, Inc.

,Form99~0(2003)

'1 Statement

IPartll'

Grantsand allocations(at! sch)

(cash
$
non-cash
$
)... .....
Specificassistanceto individuals(att soh) ... . .
Benefitspaid to or for members(att scb). ......
Compensationof officers,directors,etc. .....
Other salaries and wages ..
Pension plan contributions ..... .... ...

27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43

,2;::.'

line

0";

6b, Bb, 9b, 7 Db, or 76 of Part I.

23
24
25
26

Page 2

All organizations must complete column (A). Columns (8), (C), and (D) are
required for section 501 (c)(3) and (4) organizations and section 4947(a)(1) nonexempt charitable trusts but optional for others.

Do not include amounts reported

22

23-7227328

of Functional Expenses

Other employee benefits ..

Payroll taxes.
......
. ..
......
Professional fundraising fees. .......
..
"

Accounting fees ... .. . .... .. ..

Legal fees.
... .... .
..
Supplies. ..
.. .
,

"'"

Telephone ..

.. .

.....

...

Postage and shipping .... .......

Occupancy ..... .......
...... .......
Equipment rental and maintenance .....
Printing and publications. ..............
Travel. . ... . .........
...... . . .........
'"

Conferences,conventions,and meetings... .....

Interest ... ..... . ..........
.. . . ......
Depreciation,depletion,etc (attachschedule)....
Otherexpensesnot coveredabove(itemize):
,

aSee
Statement 2
-----------------b

-----------------------------------d
-----------------c

(add Tines"2i-:- 43f 44 ToTaftunctfonaleXi>enses

Organizationscomple.tingcolumns(B) . (D ,
carry these totals to lines 13 . 15.........
, ..

JointCosts. Check.

~D

(8) Program

(A)Total

(e) Management
and general

services

".'
..
:'1

22
23
24
25
26

: '.:.:,
: ;'

'

(D) Fundraising

It!'"

::.'.i"'"
J,'

. ::.~

.'

. ",,""
"; .~.'.~

~,~

;'"

21 000.
726.

,.'

'.....

"",.; :

:': :e,'

I,

'r-:'

,i

If. '.

I:'.
"

.,
-,"

':.,

._"

21 000.

726.

27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42

1 933.

1 933.
5,255.

5,255.

308.
97.
817.
581.

307.
97.
817 .
580.

182,670.

10,914.

6,701.

187,867.

35,650.

13,757.

922.
291.
2 451.
1,742.

307.
97.
817.
581.

2,669.

2,669.

43a
43b
43c
43d
43e

200,285.

44

237,274.

if you are following SOP 982.

Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Programservices?.
Yes
No
If 'Yes,' enter (i)the aggregate amount of these joint costs
$
; (ii)the amount allocated to Program services
$
; (iii)
the amount allocated to Management and general
$
; and (iv)the amount allocated
to Fundraising
$

IPart,II!;'

I Statement

~D

IKI

of Program Service Accomplishments

ProgramServiceExpenses
(Requiredfor501(c) (3) and
(4)organizations
and
4947(a)(1)trusts;but
optionalforothers.)

What is the organization's primary exempt purpose?

~Q~m~Qity_~d~~0~n31Y~f~i~~
_______
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)l3) & (4) organizations and 4947(a)(1) nonexempt charitable trusts must also enter the amount of grants & allocations 0 others.)

a-----------------------------------------------------See Statement 3
----------------------------------------------------------------------------------------------------------(Grants and allocations

---------------------------------------------------------------------------------------------------------------------------------------------------------------(Grants and allocations

----------------------------------------------------------------------------------------------------------.
-----------------------------------------------------(Grants and allocations

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

(Grants and allocations $

e Other program services. ... .
. . . . . ... .
(Grants and allocations $
f Total of Program Service Expenses (should equal line 44, column (8), Program services).

BAA

TEEA0102L

10103103

)
)

...........

... .

187,867.

187,867.

Form 990 (2003)

Form 990 (2003)

Forest

IPaliN- .1 Balance Sheets

Note:

Theatre

Guild,

Inc.

23-7227328

(See Instructions)

45

Cash - non-interest-bearing, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , .......

46

Savings and temporary cash investments ...

, ,.

..........

47 a Accounts receivable ............

, ................
b Less: allowance for doubtful accounts. ... . .....

49
A

50

Pledges receivable.

... ........

. . .....

. ...

b Less: allowance for doubtful accounts .........

Grants receivable. .. ......
..... ... . . ...
,

1 51 al

48c

, ....

b Less: accumulated depreciation

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

"

...

..

,.,

..........

...

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

.......

L
I

I
L

E
5

E
T
A

~
E

50

52

...

...........

55a

55c

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

.... .......

56

57a

li",,';;i;~i.
57c

57b

64a Tax-exempt bond liabilities (attach schedule), ................................

b Mortgages
andothernotespayable(attachschedule)
...... ....................
65 Other liabilities (describe ~

58

).

43,470.

. .........
),

O.

66 Total liabilities (add lines 60 through 65) ............

, .......................
Organizations that follow SFAS 117, check here ~ ~ and complete lines 67
through 69 and lines 73 and 74.
Unrestricted. ..............................

I~(ffi:l,

55b

Other assets (describe ~

59 Total assets (add lines 45 through 58) (must equal line 74) ...................
60 Accounts payable and accrued expenses ....................................
61 Grants payable.............................................................
62 Deferred revenue...........................................................
63 Loansfromofficers,directors,trustees,andkeyemployees
(attachschedule)
..................

67

53
54

~OCost 0 FMV

58

A
B

49

51 c
,.,

.........
......
57a Land, buildings: and equipment: basis. ..... . .....

. . ....

13;,"

Investments - other (attach schedule) .. , .

. .

51 b

Inventories for sale or use, . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Prepaid expenses and deferred charges .......
, ... ......
Investments - securities (attach schedule)... ...... . .. ..
b Less: accumulated depreciation
(attach schedule) ......................

Il~~if;,~

48b

55 a Investments - land, buildings, & equipment: basis

56

47c

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

Receivables from officers, directors, trustees, and key

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

68 Temporarily restricted ... ... . .......................

.................
, .. , .... , ..........................
69 Permanently restricted. ..................
,

.....

69

O.
36,690.

".-

I:,;'J:,';J
70
71
72

73 Total net assets or fund balances (add lines 67 through 69 or lines 70 through
72; column (A) must equal line 19; column (B) must equal line 21), . , ...... '...
74 Total liabilities and net assetslfund balances (add lines 66 and 73) ..........

67

36,690.

68

A
N

59
60
61
62
63
64a
64b
65
66 '

I~~:}{:j"
43,470.

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

Organizations that do not follow SFAS 117, check here ~

and complete lines
70
through
74.
F
u
70 Capital stock, trust principal, or current funds. , . . . . . . . . . . . . . . ....... . . . ....
N
D
71 Paid-in or capital surplus, or land, building, and equipment fund ..... , . . .. . .
B
A
72 Retained earnings, endowment, accumulated income, or other funds ...... .. .
L
0
R

36,690.

li':M;1;.

48a

, ..

45

46

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

..,

;'}C:;:

51 a Othernotes& loansreceivable
(attachsch)........
, ..... "
b Less: allowance for doubtful accounts ...... , . , . , ,
52
53
54

43,470.

47a
47b

.... .

....

..

(B)
End of year

(A)
Beginning of year

Where required, attached schedules and amounts within the description

column should be for end-of-year amounts only.

48 a

Page 3

I~:;:,{
43,470.
43,470.

73
74

36,690.
36,690.

Form 990 is available for public inspection and, for some people, serves as the primary or sale 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.
BAA

TEEA0103L

10101103

Forest Theatre Guild, Inc.

Part IV~B' Reconciliation

L.:,...;="'::"":"":':"":....1Reconciliation
of Revenue per Audited

Financial Statements with Revenue

Total revenue,gains,andothersupport

Amounts included on line a but

not on line 12, Form 990:

per audited financial statements

(1) Net unrealized

gains on
investments ....
(2) Donated services and use
of facilities.

per Return

Amounts included on line a but not

on line 17, Form 990:

(3) Lossesreportedon
line 20, Form990....
(4) Other (specify):

--------Addamountson lines(1) through

(4) .......

Line a minus line b ................

Amounts included on line 17,

Form 990'but not on line a:

(1) Investmentexpenses
not includedon line
6b, Form990 ......
$
(2) Other (specify):

(1) Investmentexpenses
not includedon line
6b, Form990 .......
$
(2) Other (specify):

--------- $
--------Add amounts on lines (1) and (2) ...

Add amounts on lines (1) and (2) .. ~

Total revenue per line 12, Form

990 (line c plus lined).....

Total expenses per line 17, Form

990 (line cplus line d)
~ e
237,274.
Trustees and Ke Em 10 ees (List each one even if not com ensated; see instructions.)
(B) Title and average hours
(e) Compensation
(D) Contributions to
(E) Expense
per week devoted
(if not paid,
employee benefit
account and other
to position
enter -0-)
plans and deferred
allowances
compensation

Part V

List of Officers, Directors,

(A) Name and address

230,494.

o.

21,000.

75

..~+~~~~~~..;..'-

--------- $

Amounts included on line 12,

Form 990 but not on line a:

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

Add amountson lines(1) through(4) .....

line a minus line b ...............

-------_.

statements.

--------.

financial

(2) Prioryearadjustmentsreportedon
line 20, Form990...

--------.
-------_.
d

Total expenses and losses per audited

(1) Donated services and use

of facilities .....

(3) Recoveriesof prior

yeargrants.......
(4) Other (specify):

Page 4

Financial Statements with Expenses

per Return (See instructions.)

23-7227328
of Expenses per Audited

Did any officer, director, trustee, or key employee receive aggregate compensation of more
than $100,000 from your organization and all related organizations, of which more than
$10,000 was provided by the related organizations?
,
If 'Yes,' attach schedule - see instructions.

~ DYes

o.

[RjNo
Form 990 (2003)

BAA
TEEA0104L

10/02/03

23-7227328
76

Page 5

Did the organization engage in any activity not previously reported to the IRS? If 'Yes,'
attach a detailed description of each activity
Were any changes made In the organizing or governing documents but not reported to the IRS?
If 'Yes,' attach a conformed copy of the changes.

77

1-'-76"'-f--_f--_
~77=----l...,..,...,....,.-Ir:"-o-

78a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? .. I-'-.=...:c.f---f--b If 'Yes,' has it filed a tax return on Form 990T for this year?
79

i--=-:::'::'I-:-..,.,..,.r-:-:..:,..,..

Was there a liquidation, dissolution, termination, or substantial contraction during the

year? If 'Yes,' attach a statement.

1-'-7.:..9-1-_-+~""'"

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"
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ and check whether it is
exempt or
nonexempt.

_Ni~_ _ _ _ _ _ _ _ _ _ _ _ _ _ _

TI

___ ___

81 a Enter direct and indirect political expenditures. See line 81 instructions. . . . . . . . . . . . . . . . . . ..

TI

81 a

0.

b Did the organization file Form 1120POL for this year?

82 a Did the organization receive donated services or the use of materials, equipment, or facilities at no charge or at
substantially less than fair rental value?
.
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 111.).................

N/A

82b

83a Did the organization comply with the public inspection requirements for returns and exemption applications?
b Did the organization comply with the disclosure requirements relating to quid pro quo contributions?
.
84a Did the organization solicit any contributions or gifts that were not tax deductible?
.

j...-.::..:...::..j'----"-f---

b If 'Yes,' did the or~anization include with every solicitation an express statement that such contributions or gifts were
not tax deductible
85 501(e)(4), (5), or (6) organizations. a Were substantially ali dues nondeductible by members?
b Did the organization make only in-house lobbying expenditures of $2,000 or less?

j...-.::..~'----"--'f--~=1i-...::;,,:t-=-=--

If 'Yes' was answered to either 85a or 85b, do not complete 85c through 85h below unless the organization received a
waiver for proxy tax owed for the prior year.

c Dues, assessments, and similar amounts from members

d Section 162(e) lobbying and political expenditures
e Aggregate nondeductible amount of section 6033(e)(1 )(A) dues notices
f Taxable amount of lobbying and political expenditures (line 85d less 85e)
9 Does the organization elect to pay the section 6033(e) tax on the amount on line 85f?

--:N-::'-;/A::-l
-..=..:N":"'/=iA
N--'-,/-1A
-"N;;,;,,:..../"'1A

r-:-85.:..c+
~85::..;d=t-1-'-85.:..e+
L.,..::.85.:..f:....L.

r-:-85::..a!.j'----"~~-

h If section6033(e)(1
)(A) duesnoticesweresent,doestheorganization
agreeto addtheamountonline85fto its reasonable
estimateof

duesallocableto nondeductible
lobbyingandpoliticalexpenditures
for thefollowingtaxyear?

86 501(e)(7) organizations. Enter: a Initiation fees and capital contributions included on

line 12....
.
b Gross receipts, Included on line 12, for public use of club facilities. . . . . . . . . . . . . . . . . . . . . . ..
87 50 I (c) (72) organizations. Enter: a Gross income from members or shareholders. . . . . . . . ..
b Gross income from other sources. (Do not net amounts due or paid to other sources
against amounts due or received from them.)............................................

86a
86b
87 a

N/A

87b

N/A

N/ A

N/ A

88

At any time during the year, did the organization own a 50% or greater interest in a taxable corporation or partnership,
or an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If 'Yes,' complete Part IX. . . . . . . . . . . . . . . . . .
.........................................
.
1-8=..:8"---+""--:-1-:-:'-'---=
89a 501 (e)(3) organizations. Enter: Amount of tax imposed on the organization during the year under:
section 4911 .
0 _ ; section 4912"
O. ; section 4955 .
-,,-O~.
b 507(e)(3) and 507(e)(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

;~~;r~n~~~~~~t?~~~49~~,og~5~na~~e4gr~~.nizati.on.~.a.~a~~~s': d~~:~~~i~i.~~
.p~~~~~~.~~~in.g.:he

91

The books are in care of .

.PEyi_d_~a_r~~r

12. 2003-(Se~ in~t;;:;cti~n~.)~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~-r90 bI Telephone number"

Locatedat. P.O.

92

O.
0.

d Enter: Amount of tax on line 89c, above, reimbursed by the organization

90 a List the states with which a copy of this return is filed"
None
b Number of employees employed in the pay period that indud~ 'M;rct,

L...::89::..;b::.l-_-'-~_

Box 2325
Section 4947(ay'(7)-;o-;;e-;e~pt~ha-;;t;bletr-;;ststil!;; Fo~ -990-i-;lie~ ;;

Fo-"~7047 -=- -Che~k-h~r-;.~.~

and enter the amount of tax-exempt interest received or accrued during the tax year
BAA

}]h-_61.-}.~1

ZIP+4"

93921
~.~.~.~.~

'

~I 92 I

- - - '0

N'i'A ~.~ ;

0
N/A

Form 990 (2003)

TEEA0105L

12/23/03

Form 990 (2003)

r Part

Forest Theatre Guild , Inc

VII I Analvsis

of Income-Producing

Program
a
b

Page 6

(See instructions.)

Unrelated business income

(B)
(A)
Businesscode
Amount

Note: Enter gross amounts unless

otherwise indicated.
93

23-7227328

Activities

Excluded by section 512, 513, or 514

(C)
(0)
Exclusioncode
Amount

(E)
Related or exempt
function income

service revenue:

Film Series
Theatre Productions,

17,187.
91,000.

d
e
f Medicare/Medicaid
payments
.. ..
9 Fees& contractsfrom governmentagencies...
94 Membership dues and assessments ..
95 Intereston savings& temporarycashinvmnts..
96 Dividends & interest from securities ..
97 Net rental incomeor (loss) from real estate:
a debt-financed property .. , ..... , . , ...
b not debt-financed property, . , , .. , . , ..
98 Net rental incomeor (loss) from pers prop....
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 (loss) from sales of inventory .....
103 Other revenue: a
b
,.,

=>..-,,--.
::'71. ,l,': .. ",;;:"".:
1,',"'''''' ,:;i"'::."'.'~:f:"~;';:'''''..,

,:;;'i"""'\"Y -,;::'.:.

"

',': ,;<-;:~.'~'>'.{:::"::::,'i'i;'~ IF'i""~\$<:.,p'.,,>;';!/'[:i.,:

,.,

453220
,", .,.,','i;.'>

5,878.
:;'"

.. :.''"';;,:;':'';;{,

2,56l.

3,150.

..,';,.I~;";":':~~.:

:":"0:;111',;

/;':ii:~i)~t;'''.:;'::'',:".:i:.;.'<,

c
d
e
Subtotal(add columns(B), (D), and (E . .. . I'},;j:":.;~~
5,878.
105 Total (add line 104, columns (8), (D), and (E
,
,
Note' Line 705 plus line 7d Part I should equal the amount on line 72, Part I
104

Part VIII Relationship

Line No.

..

of Activities

to the Accomplishment

:.:~,:'i. ,':;' ,e'l"

2,56l.

',c';

111,337.
119,776.

of Exempt Purposes

(See instructions.)

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

(A)

and Disregarded

Name, address, and EIN of corporation,

partnership, or disregarded entity

Percentageof
ownershipinterest

N/A

Entities (See instructions.)

(C)

(B)

(E)

(0)

End-of-year
assets

Total
income

Nature of activities

%
%
%
!lc

PartXllnformation

Regarding

Transfers

Associated

with Personal

Benefit Contracts

(See instructions.)

a Did the organization,duringtheyear, receiveanyfunds,directlyor indirectly,to paypremiumson a personalbenefitcontract?

b Did the organization,

during the year, pay premiums,

, ..

directly or indirectly, on a personal benefit contract?

DYes

rmNo

. DYes

rmNo

Note: If 'Yes' to (b), file Form 8870 and Form 4720 (see instructions).
Under penalties of perjuT I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief. it is
true. correct. and comple e. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Please
Sign
Here

BAA

Date

~
Type or print name and title

Paid
Preparer's
Use
Only

Signature of officer

Preparer's
signature

Firm's name (or

yours if selfemployed)
~
address. and
ZIP +4

J. Daniel Clarke
280 Reeside Ave.
Monterev, CA 93940

Date

Check if
sellemployed

EIN

Phone no.

!XlI General
Preparer's
SSN or PTIN
Instruction
W) (see
N/A

N/A

~ (831)

TEEA0106L 10103/03

375-6230
Form 990 (2003)

,
SCHEDULE

(Form 990 or 990-EZ)

Department of the Treasury

Internal Revenue Service

OMS No. 15450047

Organization Exempt Under

Section 501 (c)(3)

(Except Private Foundation) and Section 501(e), 501(f), S01(k),

SOlen), or Section 4947(aXl) Nonexempt Charitable Trust
Supplementary Information - (See separate instructions.)
~ MUST be completed by the above organizations and attached to their Form 990 or 990-EZ.

2003

Employer identification number

Name 01 the organizalion

Theatre Guild Inc.

L.,.....;,-,-,--,----,-, Compensation of the Five Highest Paid Employees
(See instructions.

23-7227328
Other Than Officers,

Directors,

and Trustees

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

(a) Name and address of each

employee ~aid more
than $ 0,000

(b) Title and average

hours per week
devoted to position

(d) Contributions
to employeebenefit
plans and deferred

(c) Compensation

compensation

(e) Expense
account and other
allowances

None
-------------------------

------------------------------------------------------------------------------------------------Total number of other employees paid

over $50,000 .....
............................

IPartlh:,.'I

Compensation
(See Instructions,

(a) Name and address

of the Five Highest Paid Independent

List each one (whether

of each independent

.':~:~~T!~i'".;;,::3\\<'
;,,{:~:~:~;~'
.', ,,'..,.;,."",:'..-';",.:
"",,:r'~'
" .:::;:m''C'~I;';:'';:'

.: '."r ..
'i" . ,,;::;.;'> A;:

01,;:, ,t,':

~
individuals

contractor

or firms).

Contractors

for Professional

Services

If there are none, enter 'None.')

(c) Compensation

(b) Type of service

paid more than $50,000

None
-----------------------------------------

--------------------------------------------------------------------------------Total number of others receiving over

$50,000 for professional
services

I
~I

'>}\,S:

01:.,.

.. ,;'/':-'

BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 and Form 990-EZ.
TEEA0401L 08/28/03

", ..", .:'.

",

'.'.~:::'

. ..;>",.:>.:~:;c'
Schedule

-.">'.<:.::','

"',,:.- '.

A (Form 990 or 990-EZ)

'.

2003

Schedule A (Form 990 or 990-EZ) 2003

I

Part III

Forest

Statements About Activities (See

Theatre

Guild,

23-7227328

Inc.

Page 2

Yes

instructions.)

No

During the year, has the organization attempted to influence national, state, or local legislation, including any attempt
to influence public opinion on a legislative matter or referendum? If 'Yes,' enter the total expenses paid
or incurred in connection with the lobbying activities .... ~ $
N/ A
(Must equal amounts on line 38, Part VI-A, or line i of Part VI-B.). . . .
................... .
.
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?

1-2_a-+-_-+-_X_

b Lending of money or other extension of credit?

!---,2::.-b::..r-_-t-_X_

c Furnishing of goods, services, or facilities?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1---'2::...:c+-_+--"X,,--

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

2d

e Transfer of any part of its income or assets?

!---'2::.-e::..r-_-t--"-X,---

3a Do you make grants for scholarships, fellowships, student loans, etc? (If 'Yes,' attach an
explanation of how you determine that recipients qualify to receive payments.)
b Do you have a section 403(b) annuity plan for your employees?
4 Did you maintain any separate account for participating donors where donors have the right to provide advice
on the use or distribution of funds?

!---'3::.-a=t-_-t--"-X,--1-3;;...b-+-_-+-_X_
.

1 PartJv.'.' .1 Reason for Non-Private Foundation Status (See instructions.)

The organization is not a private foundation because it is: (Please check only ONE applicable box.)
5
6
7
8
9

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

A school. Section 170(b)(1)(A)(ii). (Also complete Part V.)
A hospital or a cooperative hospital service organization. Section 170(b)(1)(A)(iii).
A Federal, state, or local government or governmental unit. Section 170(b)(1)(A)(v).
A medical research organization operated in conjunction with a hospital. Section' 70(b)(1 )(A)(iii). Enter the hospital's name, city,
and state ~
An organizatio~ op~crted
ihe-b-;n-;;fit ~f -; ~oli;g; ~ ~niv;r;iy ;;-w-;:;;d
~;-ope-;:ated by-ag;;-v;r;:;-~e;:;-t~~nit.-S-;cti~ 170(b)(1)(A)0v).
(Also complete the Support Schedule in Part IV-A.)

10

11 a

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

11 b
12

13

to-;-

D A community trust. Section 170(b)(1)(A)(vi). (Also complete the Support Schedule in Part IV-A.)
lKl An organization that normally receives: (1) more than 33-1/3% 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.)

D An
organization that is not controlled by any disqualified persons (other than foundation managers) and supports organizations
described in: (1) lines 5 through 12 above; or (2) section 501(c)(4), (5), or (6), if they meet the test of section 509(a)(2). (See
section 509(a)(3).)

Provide the following information about the supported organizations. (See instructions.)
(b) Line number
from above

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

14
BAA

0 An organization

organized and operated to test for public safety. Section 509(a)(4). (See instructions.)
TEEA0402L

01119/04

Schedule A (Form 990 or Form 990-EZ) 2003

Schedule

A (Form

Ipart IV-AI

990 or 990EZ) 2003

Forest

Theatre

Guild,

Inc.

23-7227328

Page 3

Support Schedule (Complete only if you checked a box on line 10, 11, or 12.) Use cash method of accounting.

Note: You may use the worksheet in the instructions for converting from the accrual to the cash method of accounting
Calendar 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

Grossreceiptsfrom admissions,
merchandisesold or servicesperformed,
or furnishingof facilities in anyactivity
that is relatedto the organization's
charitable,etc,purpose. . . . . , . . .
Grossincomefrom interest,dividends,
amountsreceivedfrom paymentson
securitiesloans(section512(a)(5,
rents,royalties,and unrelatedbusiness
taxableincome(less section511taxes)
from businessesacquiredby the orqanizationafter June3D, 1975..... . . ...
,

18

(a)
2002

(b)
2001

(e)
Total

(d)
1999

(c)
2000

76,100.
20,960.

68,850.
24,476.

42,500.
25,225.

43,750.
31,037.

231,200.
101,698.

127,881.

73,090.

113,032.

55,553.

369,556.

3 080.

36 890.

28,953.

74,663.

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 ................
..
230,681.
Total of lines 15 through 22 ...
217,647.
169,496.
Line 23 minus line 17. .........
104,615.
102,800.
96,406.
Enter 1 % of line 23. .. . .., ...
2,307.
1,695.
2,176.
Organizations described on lines 10 or 11:
a Enter 2% of amount in column (e), line 24 .......

21

22

23
24
25
26

5,740.

777,117.
159,293.
407,561.
103,740.
>:~:.?:;.
.
.",;:;./
~r~\~,i:"
1,593.
~
26a
N./A ...

b Preparea list for your recordsto showthe nameof andamountcontributedby eachperson(otherthana governmentalunit or publicly
supportedorganization)whosetotal gifts for 1999through2002exceededthe amountshownin line 26a.Do not file this list with your
return. Enterthe total of all theseexcessamounts........................
... .........
.. ..................
,.,."

~
~
...

I;:';,){;: IT!!";;',:i;'~;?~:'i;;:!ii'"}.I~}::0;i'
i.ri:.Gtl'
26b

26c
c Total support for section 509(a)(1) test: Enter line 24, column (e) ......................................
l\i:}'!\;':,:,';';:2. ::;5;;~\I:.:
d Add: Amounts from column (e) for lines:
18
19
26d
22
26b
e Public support (line 26c minus line 26d total) .................
...
.. . . . . , . . ...............
...... ~ 26e
9.~ 26f
f Public support percentage (line 26e (numerator) divided by line 26c (denominator ................
: ......
27 Organizations 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:
'
(2002)
.Q:... (2001)
Q:... (2000)
Q:... (1999)
Q.._
,.,.,

I)"

"."

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 arnount received for eachJear, 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 describe in lines 5 through 11, as well as individuals.) Do not file this list with your return. After
computing the difference between the amount received and the larger amount described in (1) or (2), enter the sum of these differences
(the excess amounts) for each year:
(2002)
.Q:... (2001)
Q:... (2000)
Q:... (1999)
Q.._
cAdd:Amountsfromcolumn(e)forlines:
17

3 6 9 { 5 5 6.
0.

15
20

231,200.

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

and line 27b total. . . . . . .
e Public support (line 27c total minus line 27d total)
.
f Total support for section 509(a)(2) test: Enter amount from line 23, column (e)..
g Public support

percentage

(line 27e (numerator)

divided by line 27f (denominator.

TEEA0403L

08/29/03

101,698.

16
21

27 c

O.

j--=.27:...d=+
~

~ 27f

702
:-::-_--=..-'-

27e

777 117 .. _.
..........

:..
...

~ 1-2=.:7-"+
__
~ 27h

--"-9
0,,--,-.
3,,-9,--9.-~o

9.-

Schedule A (Form 990 or 990EZ) 2003

Schedule

A (Form

Ipart ,y"

990 or 990EZ)

Forest

2003

Theatre

"I Private School Questionnaire

(To be completed

ONLY by schools

Guild,

Inc.

23-7227328

(See instructions.)
that checked the box on line 6 in Part IV)

Page 4

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,-::.::....-~,......,.!"--,.,....,,.

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?
,,,,,.,
,
,.,
,
,
, .. ,
,
'
, .. , ,

31

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

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.)

---------------------------------------------------------,

32

Does the organization

a Records

indicating

maintain

the following:

the racial composition

b Records documenting
that scholarships
nondiscriminatory
basis? ..
c Copies of all catalogues,
with student admissions,
d Copies

of all material

If you answered

33

discriminate

policies?

Use of facilities?

9 Athletic

procrams".

If you answered

....

',

, , , . , .. ' ,

statement.)

,,

,.,,,,

'

,
,,

,,,.,

,' .,,
"",

, .. , ' , . , . ,

' ,.' ,
"."',

'

,.,

,,,

1--=33::.::.bl-_+-_

,., .. ,"',.,,

'

1--=3::.3::.al-_+-_

J--.:::33::..;c::..j-_+-_
,'."

,.,

\-3::::3:.::d:j---+__
.

33e

33t
,.,,.,.,,
,

,.,

'Yes' to any of the above, please explain,

b Has the organization's

If you answered

,.,,

to the public dealing

' .. , . ,
.

staff?

assistance".
,

, .. ~3::.2::.b-l-..,.,._-I-..,.,._

,'

h Other extracurricular activities?

BAA

,,

or other financial

35

,', .. , .. ,."

to:

,,

d Scholarships

.. ,

are awarded on a racially

,
,.,
,

(If you need more space, attach a separate

32a

staff? . , , . , . ' , ' ,

or on its behalf to solicit contributions". . , , , . , , , ,

by race in any way with respect

of faculty or administrative

policies?

assistance
,."

and administrative

announcements,
and other written communications
and scholarships? ' ,
,.,,
, ", .. ,

c Employment

e Educational

and other financial

,
"

used by the organization

rights or privileges?

b Admissions

body, faculty,

'No' to any of the above, please explain.

Does the organization

a Students'

brochures,
programs,

of the student

right to such aid ever been revoked

'Yes' to either 34a or b, please explain

, .. ,

(If you need more space, attach a separate

or suspended?

using an attached

.,,.,.,

08/28/03

statement.)

,.,

' . , , .. , , .

statement.

Does the organization

certify that it has complied with the applicable requirements
sections 4.01 through 4.05 of Rev Proc 7550, 19752 C.B. 587, covering racial
nondiscrimination?
If 'No,' attach an explanation
,,,,,
, , .. , ..
TEEA0404L

of
,., .....

".,"',.,.,
Schedule

.... ,'
35
A (Form 990 or 990EZ)

2003

Forest Theatre Guild, Inc.

IPart VIA I Lobbying Expenditures bv Electing Public Charities (See
Schedule

A (Form 990 or 990-EZ)

(To be completed

Check

23-7227328

2003

ONLY by an eligible

if the organization

belongs

instructions.)
that filed Form 5768)

organization

to an affiliated

grou.

Check ~

Iy.

if

(a)

Limits on Lobbying Expenditures

(The term 'expenditures'

means amounts

36

Total lobbying

expenditures

to influence

public opinion

37

Total lobbying

expenditures

to influence

a legislative

38

Total lobbying

expenditures

(add lines 36 and 37).

39

Other exempt

purpose

40

Total exempt

41

Lobbying

purpose

nontaxable

If the amount

expenditures
amount.

paid or incurred.)
(grassroots

(b)

Affiliated group
totals

lobbying)

body (direct lobbying).

....

To be completed
for ALL electing
organizations

+-+

f-..::3:.:::6+

...

f-..::3:..:.7-+

_
_

-+

!-=3:.:8:....t-

expenditures

Page 5

39

(add lines 38 and 39) .

Enter the amount

on line 40 is -

from the following

The lobbying

table -

nontaxable

Not over $500,000

20% of the amount

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

$100,000

amount

is -

on line 40

plus 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

$;;25,000plus 5% of the excessover $1,500,000

Over $17,000,000

$1,000,000

-0if line

43

Subtract

line 42 from line 36. Enter

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,

I-:..=.-+---------!--------

42 is more than line 36

.

au must file Form 4720.

4 -Year Averaging Period Under Section 501(h)

(Some organizations

that made a section 501 (h) election do not have to complete

See the instructions for lines 45 through 50.)
Lobbying

Calendar year
(or fiscal year
beginning
in) ~
45

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

46

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

47

Total lobbyinq
expenditures
........

48

Grassroots nontaxable amount. ......

49

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

50

Grassroots lobbying
expenditures

PartVIB

(a)
2003

Expenditures

During 4 -Year Averaging

(b)
2002

only by organizations

..

that aid not complete

f Grants

to members,

h Rallies,

legislators,

or published

compensation

in expenses

i Total lobbying

or the public

or broadcast

with legislators,

demonstrations,

Yes

No

Amount

reported

on lines c through

h.)

t---t----1

to other organizations

g Direct contact

N/A
any

t--t---l
(include

c Media advertisements
d Mailings

(e)
Total

Part VI-A) (See instructions.)

b Paid staff or management

e Publications,

Period

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:
a Volunteers.

below.

(d)
2000

(c)
2001

Lobbying Activity by Nonelectina Public Charities

(For reporting

all of the five columns

for lobbying

.....

purposes

their staffs, government

seminars,

expenditures

statements.

conventions,

(add lines c through

.
officials,

speeches,

or a legislative

lectures,

h.).

body

or any other means

.

.
.

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

Schedule

TEEA0405L

08/28/03

A (Form 990 or 990-EZ)

2003

Schedule A (Form 990 or 990-EZ) 2003

Forest

Theatre

Guild,

Inc.

23-7227328

IPart VII. I Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations (See instructions)
51

Page 6

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)
a (ii)
X
(ii)Other assets
.
b Other transactions:

(iv)Reimbursement

arrangements

X
X
X
X
X
X
X

b (i)
b (ii)
b (iii)

(i) Sales or exchanges of assets with a noncharitable exempt organization.

(ii)Purchases of assets from a noncharitable exempt organization
.
(iii)Rental of facilities, equipment, or other assets. . . . . . . . . . .
.

b (iv)
b (v)

(v)Loans or loan guarantees

(vi)Performance of services or membership or fundraising solicitations

.
.

b (vi'

c
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees. . . . . . . . . . . . . . . . .
.
.
d If the answer to any of the above is 'Yes,' complete the following schedule. Column (b) should always show the fair market value of
the goods, other assets, or services given by the reporting organization. If the organization received less than fair market value In
any transaction or sharing arrangement , show in column (d) the value of the qoods , other assets or services received:
(a)
(b)
(d)
(c)
Line no.
Description
oftransfers,transactions,
andsharingarrangements
Amount involved
Name of noncharitable exempt organization

N/A

52 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations

0 Yes

described in section 501(c) of the Code (other than section 501(c)(3 or in section 5277 . . . . . . . . . . . . . . . . . . . . . . . . .. ~
b If 'Y es, comple
I t e th e f 0 IIowmq sched u Ie:
(a)
(c)
(b)
Description of relationship
Name of organization
Type of organization

[RJ

No

N/A

BAA

TEEA0406L

09/05/03

Schedule A (Form 990 or 990-EZ) 2003

2003

Page 1

Federal Statements

23-7227328

Forest Theatre Guild, Inc.

Statement 1
Form 990, Part I, Line 9
Net Income (Loss) from Special Events

Special Events
Annual Auction/Merchandise
Gala Event
Program Advertising
Concessions

Less
Contributions

Gross
Receipts
Sales

Total $

6,808.
4,900.
3,150.
2/508.
17/366.

O.
O.
O.
O.
O. $

Net
Income
(Loss)

Less

Dd r ect;

Gross
Revenue

Expenses
930.
4,847.

6,808.
4,900.
3,150.
2/508.
17/366.

O.
O.

5,777.

5,878 .
53.
3,150.
2/508.
11,589.

Statement 2
Form 990, Part II, Line 43
Other Expenses
(A)

Total
Artistic Director
Bank charges
Insurance
Marketing
Miscellaneous admin
Production Costs
Rent
Ticket Manager
Workers Comp Insurance & Fees

3,600.
2,248.
2,695.
8,209.
9,200.
168,956.
1,980.
1,166.
2/231.
Total $ 200/285.

(B)

Program
Services

(C)
Management
& General

Fundraising

899.
2,737.
3,067.

898.
2,736.
3,067.

3,600.
2,248.
898.
2,736.
3,066.
168,956.

1,980.

1,166.
$ 182,670.

(D)

2/231.
10 /914. =$===6~, 7=0=1=.

Statement 3
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
"Brigadoon" and "Les Miserables" and other performances for
4000 or more people in the community for a period of 10 to
14 weeks at the Forest Theatre.

Program
Service
Expenses

Grants and
Allocations

187,867.
=$====0:=.

187,867.

2003

Page 2

Federal Statements

23-7227328

Forest Theatre Guild, Inc.

Statement 4
Form 990, Part V
List of Officers, Directors, Trustees, and Key Employees

Title and

Name and Address

Lorel Farber
P.O. Box 7284
Carmel, CA 93921

Average HOurs
Per Week Devoted
Sec/Trustee
2-4

Compensation
$

Expense

Contri-

Account!
bution to
Other
EBP & DC
O.
O. $
O. $

Safwat Malek
P.O. Box 1734
Pebble Beach, CA 93953

Pres/Trustee
2-4

O.

O.

O.

Brian Grossi
3012 Cormorant Road
Pebble Beach, CA 93953

V. Pres/Trustee

O.

O.

O.

Dave Parker
225 Crossroads Blvd., # 153
Carmel, CA 93922

Treas/Trustee
2-4

O.

O.

O.

Hamish Tyler
3850 Rio Road, #9
Carmel, CA 93923

Exc Dir/Trustee
5-10

O.

O.

O.

Paul Brocchini
P.O. Box 6633
Carmel, CA 93921

Trustee
None

O.

O.

O.

Holly Stock
P.O. Box 6554
Carmel, CA 93921

Mgr Dir/Trustee
30-40

21,000.

O.

O.

Wendy Buck
5 Harris Court
Monterey, CA 93940

Trustee
None

O.

O.

O.

Nancy Budd
25 Glen Lake Drive
Pacific Grover CA 93950

Trustee
None

O.

O.

O.

Kris Cromwell
P.O. Box 94
Carmel, CA 93921

Trustee
None

O.

O.

O.

Wayne Faber
P.O. Box 7284
Carmel, CA 93921

Trustee
None

O.

O.

O.

Heidi Daunt
5 Windsor Rise
Monterey, CA 93940

Trustee
None

O.

O.

O.

. r

1-2

2003

Page 3

Federal Statements

23-7227328

Forest Theatre Guild, Inc.

Statement 4 (continued)
Form 990, Part V
List of Officers, Directors, Trustees, and Key Employees

Title and

Name and Address

Nann Miller

Expense

Account/

bution to

EBP & DC

sation

Per Week Devoted

Trustee

Con-tri-

Compen-

Average Hours

O.

o.

Other

o.

120 Del Mesa

None

Baird Pittman
25679 Morse Drive
Carmel, CA 93923

Trustee
None

O.

O.

O.

Sue Storm
21009 Century Park Road
Salinas, CA 93908

Trustee
None

o.

O.

O.

Michael Willey
P.O. Box 3773
Carmel, CA 93923

Trustee
None

O.

O.

O.

Lili White
95 Ford Road
Carmel Valley, CA 93924

Trustee
None

O.

O.

O.

Carmel, CA 93923

Total $

21,000. $

o.

o.