Form

Short Form
Return of Organization Exempt From Income Tax

990-EZ

Department of the Treasury

Internal Revenue Service

Under section 501(c), 527, or 4947(aX1) of the Internal Revenue Code

(except black lung benefit trust or private foundation)

2008

Sponsoring organizations of donor advised funds and controlling organizations as defined in section 512(b)(13) must file Forna
990. All ottier org- anizations with gross receipts less than $1,000,000 and total assets less than $2,500,000 at the end of the
year nnay use this form.
^ The organization may have to use a copy of this return to satisfy state reporting
requirements.

PpentofRublic
Inspection

For the 2008 calendar /ear, or tax year beginning

Check if applicable:
Please
use IRS
label or
print or

Address change
Name change
Initial return
Termination
Amended return
Application pending

0 M B No. 1545-1150

, 2008, and ending

Forest Theatre Guild, Inc.

P.O. Box 2325
Carmel, CA 93921

Employer Identification number

Telephone number

23-7227328
831-626-1681

Specific
Instructions.

F Group Exemption
Number

Section 501 (cX3) organizations and4947(aX1) nonexempt charitable

charitat trusts
must attach a completed Schedule A (Form 990 or 990-EZ).

www. foresttheaterquild. org

Accounting mettiod: X Cash

Accrual
Other (specify)
c i M
H Check
J
if the organization is not
required to attach Schedule B (Form 990,
990-EZ, or 990-PF).

Website:

J
K

Organization tv^check only one) |X 501(c) ( 3 )

(insert no.)
4947(a)(1) or | | 527
Check
J | if the organization is not a section 509(a)(3) supporting organization and its gross receipts are normally not more than
$25,000. ATeturn is not required, but if the organization chooses to file a return, be sure to file a complete return.

Add lines 5b, 6b, and 7b, to line 9 to determine gross receipts; if $1,000,000 or more, file Form 990
instead of Form 990-EZ

3 9 7 , 940 ,

l a r t I <1 Revenue, Expenses, and Changes in Net Assets or Fund Balances (See the instructions for Part I.)
1 Contributions, gifts, grants, and similar amounts received.
2 Program service revenue including government fees and contracts.
, 3 Membership.dtjes and assessrjents,.
.
4 Investment i n c o m e . . . ' . . . . . . . . . . . v : . " . . . : . . .. .':
.;..
,,5a Gross anriount from sale,of assets other than inventory,
5a
b Less: cost or other basis and sales expenses. .. v ^ B l ^
5b
c Gain or (loss)'froni'sale of assets,other ttian invenm(S?!btrm In Sb^rMiaSSf(att si
6 Special eveiits and activities (complete applicableprts of S c l ^ l e G)m ^ amount isTOmgaming, check here,
a Gross revenue (not including $
^ ^ ^ f contributions
. reported on.line 1).
6a
b Less: direct expenses other than fundraising,expenses.
6b
c Net income or (loss) from special events, and activities (Subtract line 6b from line 6a)
7a Gross sales of inventory, less returns and allowances
7a
b Less: cost of goods sold..
. .-.-.r
7b
' ''c'Grossprofit'or (loss) from sales of inventory (Subtract line 7b frbm'lihe 7a).
8

Other reventie (describe ^

.'' '

'

'. '' ..' '

Total revenue (add lines 1, 2, 3, 4, 5c, 6c, 7c, and 8)

5c
ms

6c

7c

'

397,940.

10
11
12
13
14
15

Grants and similar amounts paid (attach schedule)

Benefits paid to or. for members
Salaries, other compensation, and employee benefits
Professional fees and other payments to independent contractors
Occupancy, rent, utilities, and rnaintenance
Printing, publications, postage, and shipping
16 , Other.expenses,(describe See Statement 1
17 . Total expenses (add lines 10 through 16)

RECEIVED

Office

k f n \ / ' 1' ' I f l t n

IN.WY . .X. / . . .4y.'.U

18.. Excess or (deficit) for the year (Subtract line, 17 from line 9)
A

142,188.
255,752.

10
n
ii.

60,927.

11.
14

21.
16
17
18

320,434,
381,361,
16, 579.

19

Net assets,or fund balances at beginning of year (from line'27, column (A)) (must agree with end-of-year
figure reported on prior year's return)
19
-957.
20 Other changes in net assets or fund balances (attach explanation).
20
S
21 Net assets or fund, balances at end of year. Combine lines 18 through 20.
21
15,622.
PatitfllW Balance Sheets, if Total assets.on line 25, column.(B) are $2,500,000 or niore, file Form 990 instead of Form 990-EZ.
22
23
24
25
26
27

Cash, savings, and investments

Land and buildings
Other assets (describe
)
Total assets
Total liabilities (describe >
)
Net assets or fund balances (line 27 of column (B) must agree with line 21)

BAA For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
TEEA0803L

09/18/08

-957.
-957.
0.
-957.

22
23
24
25
26
27

15,622.
15,622.
0.
15,622.
Form 99q-EZ (2008)

Marff\\\iS\ Statement of Program Service Accomplishments (See the instructions.)

Expenses

What is the organization's primary exempt purpose? communitv educational service

Describe what was achieved in carrying out the organization's exempt purposes. In a clear and concise manner,
describe the services provided, the number of persons benefited, or other relevant information for each
program title.

28 See Statement 2

(Reguired for 501 (c)(3)

and (4) organizations and
4947(a)(1) trusts; optional
for others.)

(Grants $

) If this amount includes foreign grants, check here

(Grants $

) If this amount includes foreign grants, check here

29 a

(Grants $
) If this amount includes foreign grants, check here
Other program services (attach schedule )
(Grants $
) If th is amount includes foreign grants, check here
Total program service expenses (add lines 28a through 31a)

30 a

28 a

29

30

31

^
: ,.

31a
32
Partus List of Officers, Directors Trustees, and Key Employees." (List each one even if not compensated. See the instrs.)
(b) Title and average, hours (c) Compensation (If
(d) Contributions, to
(e) Expense account
;(a) Name and address , ^ ,
per week devoted .
riot paid, enter"-iD-.) employee benefit plans.-and and other allowances
to position
deferred compensation
32

60,927.

See Statement 3

____

iliL:.

0.

__

BAA

0.

. .

'

TEEA0812L

01/14/09

Form 990-EZ (2008)

Forest Theatre G u i l d , I n c .
iBart-X/MI Other Information (Note the statement requirement in General Instruction V.)

Form 990-EZ (2008)

23-7227328

Page 3
Yes

33

Did the organization engage in any activity not previously reported to the IRS? If 'Yes,' attach a detailed description of
each activity...:

33

34

Were any changes made to the organizing or governing documents but not reported to the IRS? If 'Yes,' attach a conformed copy of the changes

34

35

If the organization had income from business activities, such as those reported on lines 2,6a, and 7a (among others), but not reported on Form 990-T,
attach a statement explaining your reason for not reporting the income on Form 990-T.

36

m
.->-; '{U1

a Did the organization have unrelated business gross income of $1,000 or more or 6033(e) notice, reporting, and
proxy tax requirements?

35 a

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

35 b

Was there a liquidation, dissolution, termination, or substantial contraction during the year?
If 'Yes,' complete applicable parts of Schedule N

37 a Enter amount of political expenditures, direct or indirect, as described in the instructions

38a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were
any such loans made in a prior year and still unpaid at the start of the period covered by this return? .
b If 'Yes,' complete Schedule L, Part II and enter the total
amount involved.
!
:...

' ' n
39 a

a Initiation fees and capital contributions included on line 9

c Enter amount of tax imposed on organization managers or disqualified persons during the
year under sections 4912, 4955, and 4958
d Enter amount of tax on line 40c reimbursed by the organization

38 a

i-'i

40 b
ITT

1 1

0.
40 e

None

42a The books are in care of _ J a n ^

Locatedat

37 b

0.
^

e All organizations. At any time during the tax year, was the organization a party to a prohibited tax
shelter transaction? If 'Yes,' complete Form 8886-T
List the states with which a copy of this return is filed

0.

0 . ; section 4955

b 501 (c)(3) and (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,' complete Schedule L, Part I

41

36

N/A
N/A

b Gross receipts, included on line 9, for public use of club facilities

39 b
40a 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
0 . ; section 4912

N/A

38 b

501(c)(7) organizations. Enter:

section 4911

i l

37 a

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

39

No

Telephone no.

J ^ O 2 3 2 _ 5 _ ^ _ C A

ZIP + 4

_831-_626-J. 6 8 1

_9392_1

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)?

Yes

No

42 b

42 c

If 'Yes,' enter the name of the foreign country:.. ^

See the instructions for exceptions and filing requirements for Form I D F 90-22.1, Report of a Foreign Bank and Financial Accounts.
c At any time during the calendar year, did the organization maintain an office outside of the U.S.?
If 'Yes,' enter the name of the foreign country:.. ^

43

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 - Check here
and enter the amount of tax-exempt interest received or accrued during the tax year.

N/A

43
Yes

44

Did the organization,maintain any donor advised funds? If'Yes,'Form 990 must be completed instead
of Form 990-E2....::.. : ; . , . . ; . . .. .v. .''.: .

Is. any related organization a controlled entity of the organization within the meaning of section 512(b)(13)? If 'Yes,'
Form 990 must be' completed' instead of Form 990-EZ.' '..::
BAA
TEEA0812L 01/14/09

N/A

44

No
X

45

45
X
Form 990-EZ (2008)

Theatre Guild,
Inc.
23-7227328
Page
l a i t M I ^ I Section 501(c)(3) organizations only. All section 501(c)(3) organizations must answer questions 46-49
and connplete the tables for lines 50 and 51.
See Statement 4

Form 990-EZ (2008) F o r e s t

46

Yes

Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates
for public office? If 'Yes,' complete Schedule C, Part I

46

47

Did the organization engage in lobbying activities? If 'Yes,' complete Schedule C, Part II

47

48

Is the organization operating a school as described in section 170(b)(1)(A)(ii)? If 'Yes,' complete Schedule E

48

49a Did the organization make any transfers to an exempt non-charitable related organization?
50

No

49 a

b If 'Yes,' was the related organization(s) a section 527 organization?

X
X

49 b

Complete this table for the five highest compensated employees (other than officers, directors, trustees and key employees) who each
received more than $100,000 of compensatiori from the organization If there is none, enter 'None.'
(a) Name and address of each employee paid
more than $100,000

(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 of other employees paid over $100,000.

51

Complete this table for the five highest compensated independent contractors who each received more than $100,000 of compensation
from the organization. If there is none, enter 'None.'
(a) Name and address of each independent contractor paid more than $100,000

(b) Type of service

(c) Compensation

None

Total number of other independent contractors receiving over $100,000

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

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 self^
employed),
^
address, and
ZIP+ 4

Check if
selfemployed

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

Preparer's Identifying Number

(See instructions;

EIN
Phone no. *"

May the IRS discuss this return with the preparer shown above? See instructions .
BAA

TEEA0812L

01/14/09

N/A

N/A
(831) 375-6230
No
Form 990-EZ (2008)

OMB No. 1545-0047

SCHEDULE A

(Form 990 or 990-EZ)

2008

Public Charity Status and Public Support

To be completed by all section 501 (cX3) organizations and section 4947(aX1)
nonexempt charitable trusts.

Department of the Treasury

Internal Revenue Service

Attach to Form 990 or Form 990-EZ.

Open to Public
.Inspection ->,^5
i i f W i S f t l ^ a i - l a . iMM

See separate instructions.

Name of ttie organization

Employer identification number

Forest Theatre Guild, Inc.

23-7227328
RaWill Reason for Public Charity Status (All orqanizations must complete this part.) (see instructions)
The organization is not a private foundation because it is: (Please check only one organization.)
1

A church, convention of churches or association of churches described in section 170(bX1XAXi)'

A school described in section 170(bX1XAXii). (Attach Schedule E.)

A hospital or cooperative hospital service organization described in section 170(bX1XAXiii). (Attach Schedule H.)

A medical research organization operated in conjunction with a hospital described in section 170(bX1XAXiii)- Enter the hospital's
name, city, and state:
An organization operated for the benefit of a college or university owned or operated by a gowmm^talljnit~desaib^Tn~secTi^n
>'170(bX1XAXiv). (Complete Part II.)

6
7
8
9

A federal, state, or local government or governmental unit described in section 170(bX1XAXv).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section 17p(bX1XAXvi). (Complete Part II.)

_ J A community trust described in section 170(bX1 XAXvi). (Complete Part II.)

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 exempt 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(aX2). (Complete Part III.)

10

An organization organized and operated exclusively to test for public safety. See section 509(aX4). (see instructions)

11

An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(aK2). See section 509(aX3). Check the box that
describes the type of supporting organization and complete lines 1 l e through l l h .
Type I
Type II
Type III - Functionally integrated
Type I I I - Other
j J By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other
than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section
509(a)(2).
' If the organization received a written determination from the IRS that is a Type I, Type
. chebk'this b o x . ' ; .:..'.'......';!':.......;

or Type III suppprting organization,

Since August 17, 2006; has the organization accepted any gift or contribution from any of the'following persons?
Yes
J (i),.'a Ret;spri',who directly or\indirectly^
aione or together with persons described in (ii) and (iii)
' ' " belovir,^ the governing body of the supported organization?
(ii) a family member of a person described in (i) above?....

iig(i)

' (iji);;.a: 35% controlled, entity of.a. person .described in (i) or (ii) above?

11 g (iii)

(i) Name of Supported

. Organization
' 1, ,

(11) EIN

(iii) Type of organization

(described on lines 1 -9
above or IRC section
(see instructions)) -

(iv) Is the
oi'ganization,in coi.
(!) listed in your
governing
document?

Yes

Total

TEEA0401L

12/17/08

No

(v) Did you notify

(vi) Is the
tlie organization,in organization in col.
col. (i) of
(i) organized iri the
your support?
U.S.?

Yes

No

Yes

No

No

llg(ii)

(vii) Amount of Support

Forest Theatre Guild, Inc.

23-7227328
Raft llSISupport Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)n)(A)(vi)

Schedule A (Form 990 or 990-EZ) 2008

Page 2

(Complete only if you checked the box on line 5, 7, or 8 of Part I.)

Section A. Public Support

Calendar year (or fiscal year
beginning in)
1

Gifts, grants, contributions and

membership fees received. (Do
not include 'unusual grants.')..

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

(a) 2004

Total. Add lines 1-3

ipfai^^^lilifitel
The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
'Ta--}?-"
organization) included on line 1
i
^^Mliii
that exceeds 2% of the amount
shown on line 11, column (f> .,

(b) 2005

(c) 2006

(d) 2007

(e) 2008

(f) Total

p l ^ B S l iil^fcllS

Public support. Subtract line 5

from line 4

Section B. Total Support

Calendar year (or fiscal year
beginning in)

(a) 2004

(b) 2005

(c) 2006

(d) 2007

(e) 2008

(f) Total

Amounts from line 4

Gross income from interest,

dividends, payments received
on securities loans, rents,
royalties and income form
similar sources

Net income form unrelated

business activities, whether or
not the business is regularly
carried on

10

Other income. Do not include

gain or loss form the sale of
capital assets (Explain in
Part IV.)

11

Total support. Add lines 7

through 10

12

Gross receipts from related activities, etc. (see instructions)

13

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)
organization, check this box and stop here

12

Section C. Computation of Public Support Percentage

14

Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f)

15

Public support percentage for 2007 Schedule A, Part IV-A, line 26f

16a 33-1/3 support test - 2008. If the organization did not check the box on line 13, and the line 14 is 33-1/3
and stop here. The organization qualifies as a publicly supported organization

....

- ^ n

14

15

I or more, check this box

b 33-1/3 support t e s t - 2 0 0 7 . If the organization did not check a box on line 13, or 16a, and line 15 is 33-1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
r
17a 10%-facts-and-circumstancestest - 2008. If the organization did not check a box on line 13, 16a, or 16b, and line 14'is 10%
or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how
the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization

'

b10%-facts-and-circumstances t e s t - 2 0 0 7 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%
or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here. Explain in Part IV how the
organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization
i
18

Private foundation. If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions .. i

BAA

Schedule A (Form 990 or 990-EZ) 2008

TEEA0402L

12/17/08

Schedule A (Form 990 or 990-EZ) 2008

Forest Theatre Guild, Inc.

23-7227328

Page 3

iPart'lllgll Support Schedule for Organizations Described in Section 509(aX2)

(Complete only if you checked the box on line 9 of Part I.)

Section A. Public Support

Calendar year (or fiscal yr beginning in)
1 Gifts, grants, contributions and
membership fees received. (Do
not include 'unusual grants.')..
2 Gross receipts from
admissions, merchandise sold
or services performed, or
facilities furnished in a activity
that is related to the
organization's tax-exempt
purpose
3 Gross receipts from activities that are
not an unrelated trade or business
under section 513
4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
its behalf
5 The value of services or
facilities furnished by a
governmental unit to the
' ,
organization without charge , . .
6 Total. Add lines 1-5
7a Amounts included on lines 1,
2, 3 received from disqualified
persons
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of 1 % of
the total of lines 9, 10c, 11,
and 12 for the year or $5,000..

(a) 2004

(b) 2005

(c) 2006

107,826.

114,574.

135,410.

357,810.

141,491.

170,096.

206,052.

517,639.

(e)2008

(0 Total

0.
0.

249,317.

284,670.

341,462.

0.

0.

0.
875,449.

0.

0.

0.

0.

0.

0.

0.
0.

0.
0.

0.
0.

0.
0.

0.
0.

0.
0.

c Add lines 7a and 7b

8

(d) 2007

Public support (Subtract line

7c from line 6.)

Calendar year (or fiscal yr beginning in)

9 Amounts from line 6
10a Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties and income form
similar sources
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30, 1975 . ,
c Add lines 10a and 10b
11 Net income from unrelated business
activities not included inline 10b,
whether or not the business is
regularly carried on
12

Other income. Do not include

gain or loss from the sale of
capital assets (Explain in
Part IV.).

13

Total support,

875,449.

Section B. Total Support

(a) 2004

(b) 2005

(c) 2006

249,317.

284,670.

341,462.

(d) 2007

(e) 2008

0.

0.

(0 Total . .

875,449.

0.

0.

0.

0.

0.

0.
0.

0.

0.
0.
875,449.

(add ins 9, lOc, 11,andl2.)

r i i o i live ycais. ii iiic ruirri

is lui iiic uiyellli^aiiuiI b iiibi, bt;i;uiiu, iiiiru, lourin, or TiTtn tax year as a section DUl(C)(J)
organization, check this box and stop here
.

,
^ (X

Section C. Computation of Public Support Percentage

15

Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f))

15

16

Public support percentage from 2007 Schedule A, Part IV-A, line 27q

16

17

Section D. Computation of Investment Income Percentage

17

Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column ( f ) ) . . . .

18

Investment income percentage from 2007 Schedule A, Part IV-A, line 27h

18
19a 3S-1/3 support tests-2008. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is not
more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization

%
'

b 33-1/3 support tests - 2007. If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18
is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
"
20
BAA

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
TEEA0403L

01/29/09

>

Schedule A (Form 990 or 990-EZ) 2008

Forest Theatre Guild, Inc.

23-7227328
Page
IRlrtWiSI Supplemental Information. Complete this part to provide the explanation required by Part II, line 10;
Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information, (see instructions)

Schedule A (Form 990 or 990-EZ) 2008

BAA

TEEA0404L

10/07/08

Schedule A (Form 990 or 990-EZ) 2008

2008
Client FOREST

Federal Statements

Page 1

Forest Theatre Guild, Inc.

23-7227328

11/12/10

10:39AIVI

Statement 1
Form 990-EZ, Part I, Line 16
Other Expenses

Administration
Educational Programs
Film Production Costs
FTG Direct Fundraising.
Marketing
Membership Expenses
Miscellaneous Admin
Prior Period Adjustments
Production Costs
Scholarship

33,528.
1,132.
11,821.
4,536.
25,243.
4,665.
28.
-12, 949.
249,294,
3,136.
320,"434";

Total $

Statement 2
Form 990-EZ, Part III, Line 28
Statement of Program Service Accomplishments

Education of performers, musicians, & theatre technicians creating, producing and

performing stage productions of "Camelot" and "Evita" and "Zoot Suit" 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 local schools in the
production of varies stage performances.

Statement 3
Form 990-EZ, Part IV
List of Officers, Directors, Trustees, and Key Employees

Name and Address

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

Title and
Average Hours
Per Week Devoted

ContriExpense
Compenbution to
Account/
_ sation
EBP & DC
Other
Trustee $
0. $
0. $
0,
0

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

Vice President

Brian Grossi
3012 Cormorant Road
Pebble Beach, CA 93953

Vice President

Loretta Davi
P.O. Box 527
Monterey, CA 93942

0.

0
0.

Trustee
0

0.

0.

2008
Client FOREST

Federal Statements

Page 2

Forest Theatre Guild, Inc.

23-7227328

11/12/10

10:39AM

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

Name and Address

Hamish Tyler
25 Sandpiper Road
Seaside, CA 93955
Dave Hall
26390 Carmel Rancho Lane
Carmel, CA 93923

Title and
Average Hours
Per Week Devoted

ContriExpense
Compenbution to
Account/
sation
EBP & DC
Other
Executive Prod $
12,000. $
0. $
0.
0
Trustee
0

0.

0.

0.

Executive Direc
. 0

48,927.

0.

0.

Trustee
0

0.

0.

0.

Treasurer
0

0.

0.

0.

Trustee
0

0.

0.

0.

President
0

0.

0.

0.

Drs. Ron and Darcie Kroll

13640 Tierra Spur
Salinas, CA 90908

Trustee
0

0.

0.

0.

Daniel Powers
3152 Forest Lodge Road
Pebble Beach, CA 93953

Trustee
0

0.

0.

0.

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

Trustee
0

0.

0.

0.

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

Trustee
0

0.

0.

0.

Ass't Treasurer
0

0.

0.

0.

0. $

0.

Jane Delay
360 Spenceer #6
Monterey,' CA 93940
Kathleen Hendricks
51 Flight Road
Carmel Valley, CA 93924
Dennis Dooley
4105 Pine Meadows Way
Pebble Beach, CA 93953
Lee Whitney
Carmel, CA 93921
Barbara Mossberg
P.O. Box 97
CArmel, CA 93921

Kate Faber
19201 Creekside Lane
Salinas, CA 93908

Total $

60,927. $

2008
Client FOREST

Federal Statements
Forest Theatre Guild, Inc.

11/12/10

Page 3
23-7227328
10:39AM

Statement 4
Form 990-EZ, Part VI
Regarding Transfers Associated with Personal Benefit Contracts

(a) Did the organization, during the year, receive any funds, directly or
indirectly, to pay premiums on a personal benefit contract?
(b) Did the organization, during the year, pay premiums, directly or
indirectly, on a personal benefit contract?

No
No

Form 8868 (Rev 4-2009)

Page2
[X

If you are filing for an Additional (Not Automatic) 3-IVIonth Extension, complete only Part II and check this box
Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.

!eartll
Type or
print
File by the
extended
due date for
filing the
return. See
instructions.

Additional (Not Automatic) 3-IVIonth Extension of Time. Only file the original (no copies needed).
Name of Exempt Organization

Employer identification number

Forest Theatre Guild, Inc.

23-7227328

Number, street, and room or suite number. If a P.O. box, see instructions.

For IRS use only

J. Daniel Clarke
280 Reeside Ave.
City, town or post office, state, and ZIP code. For a foreign address, see instructions.

Monterey, CA 93940
Check type of return to be filed (File a separate application for each return):

Form 990

Form 990-PF

Form 1041 -A

Form 6069

Form 990-BL

Form 990-T (section 401 (a) or 408(a) trust)

Form 4720

Form 8870

X Form 990-EZ

Form 990-T (trust other than above)

Form 5227
STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.
The books are in care of. " " . J a n e ^ D e l ^ y
Telephone No. * ' _ 8 3 1 - _ 6 2 6 - J . 6 8 1 _ _ _ _

FAX No. _ 8 3 1 - _ 6 2 6 - _ 0 7 7 2

If the organization does not have an office or place of business in the United States, check this box
If this is for a Group Return, e n ^ the organization's four digit Group Exemption Number (GEN)...
whole group, check this box . . . '

. If it is for part of the group, check this box ..

.If this is for the

and attach a list with the names and EINs of all

members the extension is for.

I request an additional 3-month extension of time until _11/1_5

, 2 0 _0_9.

For calendar year _ 2 0 0 ^ , or other tax year beginning _

If this tax year is for less than 12 months, check reason:

,20
Initial return

_ , and ending_
Final return

,20
Change in accounting period

State in detail why you need the extension.. _ Taxpayer^ I.spect^fuyj'_reguesJ:s_^dit^ion^^^

gather information necessar^y_ to _file_ a_cpm]^te _and _accm:at^
li^^in
8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions

8a $

b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax
payments made. Include any prior year overpayment allowed as a credit and any amount paid previously
with Form 8868

8b $

c Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, if required, deposit
with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instrs....

8c $

Signature and Verification

Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true,
correct, and complete, and that I am authorized to prepare this form.
Signature

BAA

Title

Dale

FIF20502L

03/n/09

Form 8868 (Rev 4-2009)