Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NUCLEAR AGE PEACE FOUNDATION
Employer identification number
95-3825265
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% 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). (Complete Part III.)
10
11
e
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).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from 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)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
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
.....................
17a
10%-facts-and-circumstances test—2013.
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
.....................................................
b
10%-facts-and-circumstances test—2012.
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
................................................
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
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
444,832
376,514
530,740
493,986
579,611
2,425,683
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
75,396
315
25,661
10,033
10,666
122,071
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 through 5.
520,228
376,829
556,401
504,019
590,277
2,547,754
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
49,500
69,500
92,175
116,220
110,807
438,202
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
55,454
97,050
174,572
126,191
156,792
610,059
c
Add lines 7a and 7b..
104,954
166,550
266,747
242,411
267,599
1,048,261
8
Public support (Subtract line 7c from line 6.)
1,499,493
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
520,228
376,829
556,401
504,019
590,277
2,547,754
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
88,848
105,918
152,492
142,766
165,618
655,642
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
88,848
105,918
152,492
142,766
165,618
655,642
11
Net income from unrelated business activities not included in line 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. (Add lines 9, 10c, 11, and 12.)..
609,076
482,747
708,893
646,785
755,895
3,203,396
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
46.810 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
45.520 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
20.470 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
22.860 %
19a
33 1/3% support tests—2013.
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—2012.
If the organization did not check a box on line 14 or line 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
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
NUCLEAR AGE PEACE FOUNDATION
Employer identification number
95-3825265
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 2
ROBERT LANEY IS AN INVESTMENT ADVISOR TO DAVID KRIEGER'S, THE PRESIDENT OF THE ORGANIZATION, RETIREMENT ACCOUNT.
FORM 990, PART VI, SECTION A, LINE 4
THE SECTIONS 6.6, 6.8 AND 6.9 (STATED BELOW) OF THE AMENDED AND STATED BYLAWS OF THE NUCLEAR AGE PEACE FOUNDATION (RESTATED MARCH 2, 2007) AND SECTIONS 6.5 AND 6.7 (STATED BELOW) OF THE SECOND AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF THE NUCLEAR AGE PEACE FOUNDATION (RESTATED MARCH 2, 2007) WERE AMENDED AND RESTATED IN THE THIRD AMENDMENT (STATED BELOW) TO THE AMENDED AND RESTATED BYLAWS OF THE NUCLEAR AGE PEACE FOUNDATION (RESTATED MARCH 2, 2007) IN SECTIONS 6.5, 6.6, 6.7, 6.8, 6.9, AND 6.10. THESE SECTIONS WERE PREVIOUSLY STATED AS FOLLOWS: AMENDED AND RESTATED BYLAWS OF NUCLEAR AGE PEACE FOUNDATION (RESTATED MARCH 2, 2007) SECTION 6.6 PRESIDENT SUBJECT TO THE CONTROL OF THE BOARD, THE PRESIDENT SHALL HAVE GENERAL SUPERVISION, DIRECTION AND CONTROL OF THE AFFAIRS OF THE CORPORATION. THE PRESIDENT SHALL PRESIDE IN THE ABSENCE OF THE CHAIR AND VICE CHAIR OF THE BOARD, OR IF THERE IS NONE, AT ALL MEETINGS OF THE BOARD. THE PRESIDENT SHALL HAVE SUCH OTHER POWERS AND DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.8 SECRETARY THE SECRETARY SHALL ATTEND ALL MEETINGS OF THE BOARD, KEEP OR CAUSE TO BE KEPT THE BOOKS AND RECORDS OF THE CORPORATION AND SHALL GIVE, OR CAUSE TO BE GIVEN, NOTICE TO DIRECTORS OF ALL MEETINGS OF THE BOARD. THE SECRETARY SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.9 TREASURER THE TREASURER SHALL RECEIVE AND SAFELY KEEP ALL FUNDS OF THE CORPORATION AND DEPOSIT THEM IN THE BANK OR BANKS DESIGNATED BY THE BOARD AND SHALL DISBURSE THE FUNDS OF THE CORPORATION ONLY AS AUTHORIZED BY THE PRESIDENT OR THE BOARD AND ONLY UPON CHECKS OF THE CORPORATION SIGNED BY THE PRESIDENT OR THE TREASURER OR SUCH OTHER PERSON OR PERSONS AS THE BOARD MAY SPECIFY BY RESOLUTION. THE TREASURER SHALL KEEP AND MAINTAIN CURRENT BOOKS AND RECORDS OF ACCOUNT OF THE CORPORATION, AND SHALL RENDER TO THE PRESIDENT AND TO THE BOARD, UPON REQUEST, AN ACCOUNT OF ALL TRANSACTIONS BY THE TREASURER AND OF THE FINANCIAL CONDITION OF THE CORPORATION. THE TREASURER SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THESE BYLAWS AND BY ACT OF THE BOARD. SECOND AMENDMENT TO AMENDED AND RESTATED BYLAWS OF NUCLEAR AGE PEACE FOUNDATION (RESTATED MARCH 2, 2007) IN ACCORD WITH SECTION 9.3 OF THE ABOVE-REFERENCED AMENDED AND RESTATED BYLAWS OF THE NUCLEAR AGE PEACE FOUNDATION, THE BOARD OF DIRECTORS ADOPTED AMENDMENTS TO THE BYLAWS OF THE FOUNDATION AT THEIR MEETING OF APRIL 19, 2012. THE FOLLOWING BYLAW SECTIONS ARE HEREBY AMENDED TO READ: SECTION 6.5 CHAIR OF THE BOARD; VICE CHAIR OF THE BOARD THE CHAIR OF THE BOARD SHALL PRESIDE AT MEETINGS OF THE BOARD AND EXECUTIVE COMMITTEE AND SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. THE VICE CHAIR OF THE BOARD SHALL PRESIDE AT MEETINGS OF THE BOARD AND EXECUTIVE COMMITTEE IN THE ABSENCE OF THE CHAIR, SHALL ASSIST THE CHAIR IN THE PERFORMANCE OF THE CHAIR'S DUTIES AS THE CHAIR FROM TIME TO TIME MAY REQUEST, AND SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.7 VICE PRESIDENT THE VICE PRESIDENT (OR VICE PRESIDENTS, IF MORE THAN ONE) SHALL ASSIST THE PRESIDENT IN THE PERFORMANCE OF THE PRESIDENT'S DUTIES AS THE PRESIDENT FROM TIME TO TIME MAY REQUEST. IN THE ABSENCE OF THE PRESIDENT, THE VICE PRESIDENT, AS DESIGNATED BY THE CHAIR OF THE BOARD OR PRESIDENT, SHALL PERFORM ALL OF THE FUNCTIONS OF THE PRESIDENT, AND WHEN SO ACTING SHALL HAVE ALL THE POWERS OF AND BE SUBJECT TO ALL RESTRICTIONS UPON THE PRESIDENT AND SHALL NOT ACT AS SECRETARY OR TREASURER. THE VICE PRESIDENTS SHALL HAVE SUCH OTHER POWERS AND SHALL PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. THESE SECTIONS WERE REVISED TO READ: THIRD AMENDMENT TO AMENDED AND RESTATED BYLAWS OF NUCLEAR AGE PEACE FOUNDATION (RESTATED MARCH 2, 2007) IN ACCORD WITH SECTION 9.3 OF THE ABOVE-REFERENCED AMENDED AND RESTATED BYLAWS OF THE NUCLEAR AGE PEACE FOUNDATION, THE BOARD OF DIRECTORS ADOPTED AMENDMENTS TO THE BYLAWS OF THE FOUNDATION AT THEIR MEETING OF MARCH 21, 2013. THE FOLLOWING BYLAW SECTIONS ARE HEREBY AMENDED TO READ: SECTION 6.5 CHAIR OF THE BOARD THE CHAIR OF THE BOARD SHALL PRESIDE AT MEETINGS OF THE BOARD AND EXECUTIVE COMMITTEE AND SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.6 VICE CHAIR OF THE BOARD THE VICE CHAIR OF THE BOARD SHALL PRESIDE AT MEETINGS OF THE BOARD AND THE EXECUTIVE COMMITTEE IN THE ABSENCE OF THE CHAIR, SHALL ASSIST THE CHAIR IN THE PERFORMANCE OF THE CHAIR'S DUTIES AS THE CHAIR FROM TIME TO TIME MAY REQUEST, AND SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.7 PRESIDENT SUBJECT TO THE CONTROL OF THE BOARD, THE PRESIDENT SHALL HAVE GENERAL SUPERVISION, DIRECTION AND CONTROL OF THE AFFAIRS OF THE CORPORATION. THE PRESIDENT SHALL PRESIDE IN THE ABSENCE OF THE CHAIR AND VICE CHAIR OF THE BOARD, OR IF THERE IS NONE, AT ALL MEETINGS OF THE BOARD. THE PRESIDENT SHALL HAVE SUCH OTHER POWERS AND DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.8 SENIOR VICE PRESIDENT FROM TIME TO TIME THE BOARD IN ITS DISCRETION MAY BESTOW THE HONORARY TITLE OF SENIOR VICE PRESIDENT ON SUCH DIRECTOR OR DIRECTORS AS THE BOARD SEES FIT. SECTION 6.9 SECRETARY THE SECRETARY SHALL ATTEND ALL MEETINGS OF THE BOARD, SHALL KEEP OR CAUSE TO BE KEPT THE BOOKS AND RECORDS OF THE CORPORATION, AND SHALL GIVE, OR CAUSE TO BE GIVEN, NOTICE TO DIRECTORS OF ALL MEETINGS OF THE BOARD. THE SECRETARY SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THE BOARD. SECTION 6.10 TREASURER THE TREASURER SHALL RECEIVE AND SAFELY KEEP ALL FUNDS OF THE CORPORATION AND DEPOSIT THEM IN THE BANK OR BANKS DESIGNATED BY THE BOARD AND SHALL DISBURSE THE FUNDS OF THE CORPORATION ONLY AS AUTHORIZED BY THE PRESIDENT OR THE BOARD AND ONLY UPON CHECKS OF THE CORPORATION SIGNED BY THE PRESIDENT OR THE TREASURER OR SUCH OTHER PERSON OR PERSONS AS THE BOARD MAY SPECIFY BY RESOLUTION. THE TREASURER SHALL KEEP AND MAINTAIN CURRENT BOOKS AND RECORDS OF ACCOUNT OF THE CORPORATION, AND SHALL RENDER TO THE PRESIDENT AND TO THE BOARD, UPON REQUEST, AN ACCOUNT OF ALL TRANSACTIONS BY THE TREASURER AND OF THE FINANCIAL CONDITION OF THE CORPORATION. THE TREASURER SHALL HAVE SUCH OTHER POWERS AND PERFORM SUCH OTHER DUTIES AS MAY BE PRESCRIBED BY THESE BYLAWS AND BY ACT OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11
EACH BOARD MEMBER RECEIVES A DRAFT COPY OF THE 990 FOR REVIEW AND APPROVAL. THE BOARD IS THEN GIVEN APPROXIMATELY 1 WEEK TO REVIEW THE DOCUMENT AND SUBMIT QUESTIONS OR COMMENTS BEFORE THE DOCUMENT GOES TO FINAL FORM FOR RE-SUBMISSION TO THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12C
ANNUALLY, ALL BOARD MEMBERS, KEY EMPLOYEES, STAFF AND VOLUNTEERS COMPLETE THE CONFLICT OF INTEREST FORM AND STAFF FOLLOW-UP TO ENSURE ALL FORMS ARE COLLECTED. DURING THE YEAR, BOARD MEMBERS ARE REQUIRED TO ALERT THE BOARD IF A CONFLICT OF INTEREST ARISES DURING THE YEAR.
FORM 990, PART VI, SECTION B, LINE 15
THE FINANCE COMMITTEE REVIEWS ALL ANNUAL SALARY INCREASES AND APPROVES ANNUAL COST OF LIVING INCREASES, BUT APPROVAL IS NOT DOCUMENTED IN THE MINUTES.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE AT THE FOUNDATION'S OFFICE DURING BUSINESS HOURS OR WITH AN ADVANCE APPOINTMENT, OR BY MAIL ON REQUEST.
FORM 990 PART XI, LINE 2C
FINANCIAL STATEMENT AND ACCOUNTANT SELECTION RESPONSIBILITY THE FINANCE COMMITTEE HAS RESPONIBILITY FOR THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990 PART VII
EXECUTIVE COMMITTEE NUCLEAR AGE PEACE FOUNDATION HAD AN EXECUTIVE COMMITTEE DURING 2013 CONSISTING OF MARK HAMILTON, RICHARD FALK, GEORGE HAYNES, DAVID KRIEGER, ROB LANEY, PETER MACDOUGALL, SHERRY MELCHIORRE AND STEVE PARRY. THE COMMITTEE MEETS REGULARLY BETWEEN BOARD MEETINGS. IN 2013, THE EXECUTIVE COMMITTEE DID NOT MEET. AN EXECUTIVE COMMITTEE, CONSTITUTED OF ALL OF THE OFFICERS OF THE FOUNDATION AND THE CHAIRS OF STANDING COMMITTEES, SHALL EXERCISE THE POWERS OF THE BOARD IN THE INTERIM BETWEEN BOARD MEETINGS, ENSURE EFFECTIVE DELEGATION FROM THE BOARD TO THE PRESIDENT, AND ORGANIZE THE WORK OF THE BOARD, INCLUDING THE BOARD'S AGENDA. THE CHAIR OF THE BOARD SHALL BE THE CHAIR OF THE EXECUTIVE COMMITTEE. IN THE ABSENCE OF THE CHAIR, THE PRESIDING OFFICE SHALL BE DETERMINED AS SET FORTH IN THE BYLAWS. MEETINGS OF THE EXECUTIVE COMMITTEE ARE OPEN TO ALL BOARD MEMBERS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.