990
Form
0
B
Check if applicable :
D Address change
rr
enr p
01!c
Name clange
D Initial return
W~
Final return
Amended return
O
benefit trust or private foundation)
D Application pending
I
Open to Publij
t The organization may have to use a copy of this return to satisfy state reporting requirements .
For the 2004 calendar year, or tax year beginning January
A
200
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
Department of the Treasury
Internal Revenue Service
T
OMB No . 1545-0047
Return of Organization Exempt From Income Tax
Please
, 2004, and
C Name of organization
°S8 SRS
label or Luso-American Development Foundation
Number and street (or P.O. box if mail is not delivered to street address Room/suite I
Piine°r
Rua do Sacramento 6 Lape ,21
See
Specific
Instrue-
City or town, state or country, and ZIP + 4
1249-090 Lisbon - Portugal
* Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable
trusts must attach a completed Schedule A (Form 990 or 990-EZ) .
G Website:
J
Organisation type (check only one) "
K
Check here " D 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 .
0 501(c) (
) 4 (insert no.) El 4947(a)(1) or
0 527
Insp ection
20
D Employee identification number
98 ;0075208
E Telephone number
( 351 > 213 935 800
F Accounting method : U Cash U Accrual
D Other (specify)
H and I are not applicable to section 527 ora,nizations.
H(a) Is this a group return for affiliates? U Yes 0 No
H(b) If "Yes," enter number of affiliates o . . . . . . . . . .. . . . .
H(c) Are all affiliates included?
0 Yes 91 No
(If "No," attach a list . See instructions .)
H(d) Is this a separate return filed by an
organization covered by a group ruling? 0 Yes 0 No
I
Group Exemption Number
M Check "
[]
if the organization is not required
L Gross receipts : Add lines 6b, 8b, 9b, and 10b to line 12 "
I
to attach Sch . B (Form 990, 990-EZ, or 990-PF) .
Revenue, Ex penses . and Chan g es in Net Assets or Fund Balances (See pa ae 18 of the instructions .)
1
V
Contributions, gifts, grants, and similar amounts received :
is
--Direct public support . . . . . . . . . , , , ,
Indirect public support
Government contributions (grants)
iTotal (add lines 1 a through 1c) (cash $
noncash $
2
Program service revenue including government fees and contracts (from Pan VII, line 93)
3 Membership dues and assessments . . . . . . .
4 Interest on savings and temporary cash investments .
5
Dividends and interest from securities . . .
6a IGross rents . . . . . . . . . . . . . , . , ~ 6a ~
6b
b less : rental expenses . . . . . . . . .
c Net rental income or (loss) (subtract line 6b from line 6a) .
7
Other investment income (describe "
(B) other
(A) Securities
d 8a Gross amount from sales of assets other
than inventory
$b
b Less : cost or other basis and sales expenses
c 'Gain or (loss) (attach schedule)
. . .
8°
d Net gain or (loss) (combine line 8c, columns (A) and (B))
9
Special events and activities (attach schedule) . If any amount is from gaming, check here " El
of
~e
~~J~Y~e (not including $
0
9a
.r p ed on line 1a) .
itt i~.~"nns
9b
b Le~tss:
C1 dirqeqct~ ex emes other than fundraising expenses .
@)
from
special
events
(subtract
line
9b
from
line 9a) . . . . .
c
r
iL~ d .NNV
/`UC
110a
10a Gross sales of _ ntory, less returns and allowances
110bl
. . . . . .
c
odl sold
inventory
(attach
schedule)
(subtract
line 10b from line 10a) .
r (loss) from sales of
Pr
11
Other revenue rom Part VII, line 103)
.
. . . .
12 Total revenue (add lines 1d, 2, 3, 4, 5 . 6c . 7, ~ 8d, 9c, 10c, and 11) .
N
a
un w
Q
Z
a
b
c
d
13 'Program services (from line 44, column (B)) . . .
14 Management and general (from line 44, column (C))
15 Fundraising (from line 44, column (D)) . . . . .
16 ~ Payments to affiliates (attach schedule) . . . . .
17 (Total expenses (add lines 76 and 44, colum n (A))
18
19
20
21
.
.
.
.
~ Excess or (deficit) for the year (subtract line 17 from line 12) .
' Net assets or fund balances at beginning of year (from line 73, column (A)) ,
Other changes in net assets or fund balances (attach explanation) .
, Net assets or fund balances at end of year (combine lines 18, 19, and 20)
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
1d
9 .339 .360
9c
10c
11
12
13
14
15
16
17
18
19
20
9 .339 .360
7 .863 .227
2 .101 .981
9.965.208
(625.848,1
172 .390 .312
13 .526 .429
Form 990 (2004)
Cat. No . >>282v
7,
L7
4
/r
T
~)F
i
Form 990 (2004)
Statement of
Functional Expenses
Page 2
All organizations must complete column (A). Columns (B), (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. (See page 22 of the instructions .)
Do, not include amounts reported on line
(A) Total
6b, 8b, 9b, 10b, or 16 0( Part L
22
Grants and allocations (attach schedule) .
23
(cash S
_ noncash $ __-)
Specific assistance to individuals (attach schedule)
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
Compensation of officers, directors, etc . . ,
Other salaries and wages . . . . . . .
Pension plan contributions
. . . . , ,
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 . (attach schedule)
Other expenses not covered above (itemize): a . . . . . . . . .
24
d
44
Benefits paid to or for members (attach schedule).
. . . . : . . . . . . . . .------------------- . . . . ._ . . . . .---------------------Total functional expenses (add lines 22 through 43/ . Organizations
completing columns (B)-(D), carry these totals to lines 13-15 .
(B) services
(C) end general t
_ 2 _ ____ 5 .761-245,00
23
._5 .761 .245,00
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
X 41
42
43a
43b
43c
43d
43e
1 .259 .429,00
542 .831,00
48 .914,00
399 .572,00
244 .701,00
629 .714,50
271 .415,50
24 .457,00
199 .786,00
122 .350,50
629 .714,50
271 .415,50
24 .457,00
199 .786,00
122 .350,50
82,00
22 .315,00
370 .543,00
46 .220,00
12.968,00
60.051,00
137 .230,00
41,00
11 .157,50
185 .271,50
23 .110,00
6 .484,00
30 .025,50
68 .615 .00
41,00
11 .157,50
185 .271,50
23 .110,00
6 .484,00
30 .025,50
68 .615,00
107 .022,00
53 .511,00
53 .511,00
9 .419,00
153 .722,00
788 .944,00
4 .709,50
76 .861,00
394 .472,00
4 .709,50
76 .861,00
394.472,00
44
9 .965 .208,00
7 .863 .227,00
2 .101 .981,00
24
(D) Fundraising
Joint Costs. Check " El if you are following SOP 98-2 .
Are any joint costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? . " F-1 Yes
If "Yes," enter (i) the aggregate amount of these joint cost :; $ - ; (ii) the amount allocated to Program services $
; and (iv) the amount allocated to Fundraising $
(iii) the amount allocated to Management and general $
D No
,
Statement of Program Service Acco mplishments See page 25 of the instructions .
__ Program Service
Expenses
All organisations must describe their exempt purpose achievements in a clear and concise manner. State the number (Required for 501(c)(3) and
ores ., and nsa7(a)(1)
of clients served, publications issued, etc. Discuss achievements that are not measurable . (Section 501(c)(3) and (4) (4)
trusts; but optional nor
organizations and 4947 (a)( 1) nonexem pt charitable trusts must also enter the amount of 9 rants and allocations to others .)
others.)
What is the organization's primary exempt purpose? *----------------
a .EDUCATION- . .- .
---------------------------------------------------------- ---------------------------------------------------------------(G rants and allocations
$
2.458 .749,00)
3.349 .7 35,00
CULTURE
b ------~---- . . . .-------------- - --------------- . . . . .--------------------------I---~-~------------------------------- . . . .------------------ . . .. . . .------------------- . . .... .
(G rants and allocations
$
1 .404 .880,00)
.PRIVATE
SECTOR
- ------- - ------ -- ._I--------- ------------------------ . . . . . . . . .-- --------- .. . . ... .------------------------------------- . . . .-----------. . .--------------- . .. . . .------------------- :--------.. . ---I--------------------------.
(G rants and allocations
$
~~ ~
978 .373,00 )
1 .910 .765,00
1 .328 .885,00
SCIENCE 8 TECHNOLOGY
---------------------------------- ---------------------------------------------------------------------------------------
-------------------------------------------------------------------------- - ---------------------------------------------$
(G rants and allocations
493.208,00)
(G rants and allocations
$
e Other program services (attach schedule)
426-035, 00)
. "
f Total of Program Service Expenses (should equal line 44, column (B), Program services) . .
j
668.374,00
605.468,00
7.863 .227,00
Form 990 (2004)
Form 990
Page 3
Balance Sheets (See page 25 of the instructions .)
Note :
Where required, attached schedules and amounts within the description
column should be for end-of-year amounts only.
45
46
Cash-non-interest-bearing
. . . . .
Savings and temporary cash investments .
.
.
47a Accounts receivable . . , . , , .
b Less : allowance for doubtful accounts .
.
,
.
,
,
.
.
,
.
,
.
(q)
Beginning of year
,
.
221 .153,00
,
.
47a
47b
48a
Pledges receivable
. . . . . , ,
48b
Less : allowance for doubtful accounts .
Grants receivable . . . . . . . , . . , , , . . , ,
Receivables from officers, directors, trustees, and key employees
(attach schedule) . . . , . . . . . . . . . , , . _
51a ~ Other notes and loans receivable (attach
2 .044 .830,00
51a
schedule) .
(1 .112 .821,00)
51b
b Less : allowance .for doubtful accounts .
52 I Inventories for sale or use .
Prepaid expenses and deferred charges
. . . .
53
54
Investments-securities (attach schedule) . .
" El Cost El FMV
55a I Investments-land,
buildings,
and
55a
equipment : basis . . . . , . , .
b Less : accumulated depreciation (attach
55b
, ,
schedule) .
56 Investments-other (attach schedule) . .
57a Land, buildings, and equipment : basis .
b Less : accumulated depreciation (attach
schedule) . . . . . . . . , , ,
58 Other assets (describe "
2
M
m
u.
`0
y
a
(3.799 .584,00)
57b
)
I Total assets (add lines 45 through 58) (must equal line 74)
.
60
61
62
63
'Accounts payable and accrued expenses .
Grants payable . . . . . . . . . .
Deferred revenue . . . . . . . . .
.
.
.
.
.
.
.
.
.
.
.
196 .386,00
50
249.968,00
1 .105 .288,00 51c
932.0 09,00
555.525,00
169 .206.015,00
.
.
.
.
.
.
.
.
.
.
.
.
.
Organizations that follow SFAS 117, check here t [I and complete lines
I 67 through 69 and lines 73 and 74 .
67 Unrestricted . . . . . . . . .
68 Temporarily restricted . . . . . .
69 Permanently restricted . . . . . . . . . . . . . . .
Organizations that do not follow SFAS 117, check here " D and
complete lines 70 through 74 .
70 j Capital stock, trust principal, or current funds . . . , , , , .
71
Paid-in or capital surplus, or land, building, and equipment fund
72 Retained earnings, endowment, accumulated income, or other funds
73 I 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) . .
53
54
782.970,00
181 .849 .3 75,00
55c
56
4 .124 .856,00 57c
58
175 .409 .223,00
Loans from officers, directors, trustees, and key employees (attach
schedule) .
64a I Tax-exempt bond liabilities (attach schedule) . . . . . . . .
b Mortgages and other notes payable (attach schedule) . . . . .
)
65 Other liabilities (describe "
Total liabilities (add lines 60 through 65)
_ . 190 .961,00
48c
49
X8.246 .670,00
59
66
y
V
c
~57a ~
.
45
46
47c
48a '
b
49 ~
50 '
y
a
(g)
End of year
232 .038,00
2 .482 .058,00
59
60
61
62
63
64a
64b
304.815,00 65
3 .018 .911,00
gg
4 .447 .086,00
188 .452 .369,00
111 .911,00
2 .508 .984,00
540 .585,00
3 .161 .480,00
67
69
38 .000 .000,00
7p
38 .000 .000,00
134 .390 .312,00
71
72
147.290 .889,00
172.390 .312,00
73
74
185.290.889,00
175 .409 .233,00
188 .452 .369,00
74 ~ Total liabilities and net assets / fund balances add lines 66 and 73)
Form 990 is available for public inspection and, for some people, serves as the primary or sole source of information about a
particular organization . How the public perceives an organization in such cases may be determined by the information presented
on its return . Therefore, please make sure the return is complete and accurate and fully describes, in Part III, the organization's
programs and accomplishments .
i
Form 990
Page 4
Reconciliation of Revenue per Audited
Financial Statements with Revenue per
Return (See page 27 of the instructions .)
a
b
Total revenue, gains, and other support
per 'audited financial statements . "
Amounts included on line a but not on
line!l2, Form 990 :
a
Reconciliation of Expenses per Audited
Financial Statements with Expenses per
Return
a
b
(1) Netlunrealized gains
on investments . . $
(2) Donated
services
and; use of facilities $
(3) Recoveries of prior
year grants . . . $
(4) Other (specify) :
--- .------------------
c
d
(1)
(2)
(3)
Donated services
and use of facilities
Prior year adjustments
reported on line 20,
Form 990 .
Losses reported on
line 20, Form 990 .
(4) Other (specify) :
Add amounts on lines (1) through (4) "
b
Line a minus line b . . . .
Amounts included on line 12,
Form 990 but not on line a :
c
.
"
(1) Investment expenses
not included on line
6b, ,Form 990. . . $
(2) Othler (specify):
---------------------e
Total expenses and losses per
audited financial statements .
Amounts included on line a but not
on line 17, Form 990 :
i
----------- . . . . . . . . . . $
Add amounts on lines (1) through (4)"
Line a minus line b ,
Amounts included on line '17,
Form 990 but not on line a:
c
d
(1)
Investment expenses
not included on line
6b, Form 990 . .
(2) Other (specify):
-------------
..
$
$
$
d
Ad d amounts on lines (1) and (2) t
Add amounts on lines (1) and (2) "
d
Total revenue per line 12, Form 990
e
Total expenses per line 17, Form 990
line c p lus line d) . .
. "
e
line c plus line c l)
"
e
List of Officers, Directors, Trustees, and Key Employees (List each one even if not compensated ; see page 27 of
the instructions .)
(C) Compensation
(if not paid, enter
(D) Contributions to
smp~yae benefit plans 8
202.612,00
22 .955,00
Dr. Charles Allen Buchanan, Jr
-------------------------------------------------------------- Director - Full Time
172.400,00
4 .509,00
Prof.
__ . . .Dri
Luis Valente Oliveira . . . . . . . . . . . . . . . .
. ---------------------- ..-. . . . . . . . . . Director - Part Time
61 .887,00
11 .471,00
(A) Name and address
Dr. Rui Machete
(B) Title and average hours per
week devoted to position
President - Full Time
_0-.)
deferred compensation
(E) Expense
account and other
allowances
I
I
----------------------------------------------------
-----------------------------------------------------
-------------------------------------------------------------75
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? .t
If "Yes," attach schedule-see page 28 of the instructions .
~ Yes
~ No
Form 990 (2004)
i
Form 990 (2004)
/jM=
76
77
78a
b
79
80a
b
81a
b
82a
b
83a
b
84a
b
85
b
Other Information (See page 28 of the instructions .)
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 .
Did ;the organization have unrelated business gross income of $1,000 or more during the year covered by this return?
If "Yes," has it filed a tax return on Form 990-1' for this year? . . . , .
Was there a liquidation, dissolution, termination, or substantial contraction during the year? If "Yes," attach a statement
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?
If "Yes," enter the name of the organization " . . . . . . . . . . . . . . . . .--------- , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
--------- ----------------------------------------- and check whether it is 0 exempt or EJ nonexempt .
Enter direct and indirect political expenditures . See line 81 instructions
Did ; the organization file Form 1120-POL for this year? . . . , , . .
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?
If "Yes," you may indicate the value of these items here . .Do not include this amount ' . . . ' . . .
as revenue in Part I or as an expense in Part II . (See instructions in Part III .
Did the organization comply with the public inspection requirements for returns and exemption applications?
Didl the organization comply with the disclosure requirements relating to quid pro quo contributions?.
Did the organization solicit any contributions or gifts that were not tax deductible?
i
If "Yes," did the organization include with every solicitation an express statement that such contributions
or gifts were not tax deductible?
, . . . . . . . . . . . . .
501(c)(4), (5), or (6) organizations . a Were substantially all dues nondeductible by members? .
Did the organization make only in-house lobbying expenditures of $2,000 or less? .
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.
85c
Dues, assessments, and similar amounts from members. . , , , . , ,
85d
Section 162(e) lobbying and political expenditures . . . . . , . . . ,
85e
,
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices . .
85f
Taxable amount of lobbying and political expenditures (line 85d less 85e) . .
c
d
e
f
g Does the organization elect to pay the section fi033(e) tax on the amount on line 85f?
h If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount on line 85f to its
reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax
year? . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . .
86a
86 501~(c)(7) orgs . Enter: a Initiation fees and capital contributions included on line 12 .
86b
b Gross receipts, included on line 12, for public use of club facilities . . , ,
87 50t1(c)(12) orgs . 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 .)
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 . . . . . . .
89a 501(c)(3) organizations. Enter : Amount of tax imposed on the organization during the year under:
; section 4955
section 4911 "
; section 4912 "
and
501(c)(4)
orgs.
Did
the
organization
engage
in
any
section
4958 excess benefit transaction
b 501(c)(3)
during the year or did it become aware of an excess benefit transaction from a prior year? If "Yes," attach
Yes
77
a statement explaining each transaction .
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
d Enter: Amount of tax on line 89c, above, reimbursed by the organization .
J
78a
78b
79
80a
81b
r
82a
83a
83b
84a
..
r
84b
J
85h
88
c Enter: Amount of tax imposed on the organization managers or disqualified persons during the year under
sections 4912, 4955, and 4958 . . . . . . . . . . . . . .
Page 5
No
r
$9b
90a List the states with which a copy of this return is filed " ____ .__ .____ .__ . . . ._ . . . . . . . . . . . . . . . ._ . . . . . . . . . . . . . . . . ._ . . . . . . . . . . . . . . . . . . . . . .
1 90b I
b Number of employees employed in the pay period that includes March 12, 2004 (See instructions .)
HEAD_OFFICE__
._
.
.____
.
._
._
._____
._____
.____
.____
.__
.
Telephone no . " (__351 ._) 21_393_5S 00
91
The books are in care of "
. .. . . . . . . .. . . .. . . . . . . . ..
L
ISB
ON
PORTUGAL
-------- ZIP + 4 t . . . . . . . . . . . . . . 1249-090
Located at " . . . . . . . . . . .
charitable trusts- - filing
---------------Form 990- ----------in lieu of Form 1041-Check here .
92 Section 4947(a)(l) nonexempt
.--- - -----------------and enter the amount of tax-exempt interest received or accrued during the tax year . . , " 1 92 ~
Form 990 (2004)
Page
Form 990 (2004)
Analysis of Income-Producing Activities See a e 33 of the instructions .
Unrelated business income
Excluded by section 512, 513, or 514
Note : Enter gross amounts unless otherwise
(A)
(B)
(C)
(D)
indicated.
Exclusion code
Amount
Business code
Amount
93
Program service revenue:
b
_
d
-
f
94
Medicare/Medicaid payments
g Fees and contracts from government agencies
Membership dues and assessments .
Interest on savings and temporary cash investments
95
96
97
(E)
Related or
exempt function
income
Dividends and interest from securities
Net rental income or (loss) from real estate :
a debt-financed property
b not debt-financed property
.
Net rental income or (loss) from personal property
98
99
100
101
102
103
Other investment income
Gain or (loss) from sales of assets other than inventory
Net income or (loss) from special events
Gross profit or (loss) from sales of inventory
Other revenue: a
b
_
-
e
104
Subtotal (add columns (B), (D), and (E)) .
. . .
. . .
. . . . . . .
t
105 Total (add line 104, columns (B), (D), and (E)) .
Note: Line 105 plus line ld, Part I, should equal the amount on line 12, Part ~ I.
Relationship of Activities to the Accomplishment of Exempt Purposes (See page 34 of the instructions .)
Explain how each activity for which income is reported in column (E) of Part VII contributed importantly to the accomplishment
of the organization's exempt purposes (other than by providing funds for such purposes).
Line No .
Information
and EIN of
or disreparc
Name,
JIMM
Taxable Subsidiaries and Disregarded Entities See pa g e 34 of the instruction
(D)
Er
_, Perce~Bage of _ .
ation,
Total income
Nature of(C)activities
I
%I
I
Information Regarding Transfers Associated with Personal Benefit Contracts (See page 34 of the instructions .)
E] Yes D No
(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
benefit contract? El Yes D No
(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal
Note: If "Yes" to (b), file Form 8870 and Form 4 720 (see instructions) .
to the best of my knowledge
Under penalties of perjury, I declare that 1 have examined this return, including accompanying schedules and statements, and
it is true, correct, and complete. Declaration of pr payer (other than officer) is based on all information of which preparer has any knowledge.
and be
Please
Sign
Here
,
-
I
Preparer's
ASE Oftly ,
I
Date
' Signature of officer
' RUI CHANCERELLE DE MACH ETE - PRESIDENT
Type or print name and title .
Paid
~,
Preparer's'
signature
Firm,s game (or yours
if self-employed),
address, and ZIP f 4'
Date
Check
ck if
2005- 05-02
Preparer's SSN or PTIN (See Gen. Inst . W)j
em ployed t
EIN
Phone no . " 1
' 1
Form 990 (2004)
FORM 990 -YEAR 2003
LUSO-AMERRICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER' 98-0075208
PART I~
Line 20
EXCHANGE RATE VARIATIONS - ATTACHED EXPLANATION
1) Fund balance in Dec, 31,2003
I
136,492,725 ¬ @1,0¬/1,2630 US$
172.390.312
2) Fund Balance in Dec, 31,2003
with rate'of Dec,31,2004
136,492,725¬ @1,0¬/1,3621 US$
185.916 .741
Eicchange rate adjustment
13.526 .429
FORM 990 - YEAR 2004
~USO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
LINE 22
PART II AND
PART IIIaTHRUe
I
ATTACHED IS A LIST OF GRANTS Td PROJECTS AND INDIVIDUALS SUPPORTED BY THE
I
LUSO-AMERICAN DEVELOPMENT FOUNDATION .
GRANTS WITH A VALUE OF LESS THAN $ 6,000 .00 HAVE NOT BEEN LISTED SEPARATELY.
t
A COMPLETE LISTING OF PROJECTS, IN PORTUGUESE, IS AVAILABLE UPON REQUEST .
NO GRANTS HAVE BEEN MADE TO INDIVIDUALS OR CORPORATIONS RELATED TO
DIRECTORS, TRUSTEES OR OFFICERS OF THE FOUNDATION .
JRM 990 - YEAR 2004
JSO-AMERICAN DEVELOPMENT FOUNDATION
SBON,PORTUGAL
tAPLOYER IDENTIFICATION NUMBER : 98-0075208
GRANTS APPROVED
LINE 22 AND PART III (a)
I
EDUCATION
US$
University of California, Berkeley
Portuguese Studies Program (p .594198)
111 .137,40
Brown University
Michael TEAGUE Visiting Professorship (p .769/99)
108.116,71
Sofia Gameiro
Scholarship - PhD at State Univ of NY, Buffalo (p.50/01)
25.987,52
Elizabeth Garcia
Scholarship - PhD at Harvard School of Public Health (p.50/01
25.987,52
Rui Esteves
Scholarship - PhD at Univ of California, Berkeley (p .50101)
25.987,64
Eugenio Rocha Pinto
Scholarship - PhD at College Park, Univ of Maryland, MD (p .50/01)
25.987,64
I~nstituto Gulbenkian de Ciencia
Biomedicine program (p.791100)
Faculdade de Direito da Univ. de Coimbra
lus Gentium Conimbrigae - Protocol (p.355/02)
I
Universidade Nova de Lisboa
Acitivities of the Instit. Portugues de Relaqoes Internacionais (p.10/03)
9.381,08
20.431,50
136 .210,00
Univ. dos Adores - Instittuto do Mar
Research project'TelAZO" (p.79/03)
15 .564,72
UNL - Departamento de Quimica
Project Nanotechnology Network (p.80/03)
30.102,41
Humberto Rosa
Publication of a book on bioethics (p.220/03)
9.997,28
Universidade dos Adores - Dpt° Ciencias Agrfirias
Study of interferon production (p.379/03)
11 .237,33
Universidade dos Adores - Dpt° Ciencias Agr6rias
Techics of Geophysical prospection (p .380/03)
22 .156,83
Universidade dos Adores - Dpt° Ciencias Agr6rias
Study on the composition of the milk (p .381/03)
12 .941,31
FULBRIGHT
(Scholarships FLAD/Fulbright (p .592/03)
367.767,00
i .
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
Portuguese-American Post-Graduate Society
5th Forum of PAPS (P .1/04)
6.410,38
Universidade Cat6lica Portuguesa
Support of the Institute of Political Studies (p .13/04)
54 .484,00
I
Sociedade Portuguesa de Inovaqao
Study (p .22/04)
47 .673,50
Universidade do Minho
FLAD/NSF Softextrusion 2004 Meeting {p .23/04}
20 .748,73
Fulbright
Rotating Chair with Univ. Lusiada (p.33/04)
12.667,53
I
Instituto Superior de Agronomic
Study on trees in Lisbon (p .42104)
7.082,92
Revista da Faculdade de Direito de Lisboa
jTribute publication to a professor (p .44/04)
13.621,00
,Paulo Verissimo
'Training on computers at the US (p.53104)
6.810,50
IUniversidade do Minho
,Post graduation on children studies (p .58/04)
I
Jose Martins Mendes
~ Ms on International relations (p .59/04)
I Universidade Catolica Portuguesa
Magazine of philosophy (p .85104)
I Mdrio Andreia
Congress of European Laryngological Society (p .86/04)
Fulbright
I Student Research Abroad program (p.87/04)
I
INESC Porto
Cooperation between INESC and Univ. of North Carolina (p.88/04)
Universidade do Algarve
Scientific research of sea (p.102/04)
Universidade do Porto
i Research on biomedical engineering (p.113/04)
27 .864,14
20 .431,50
6.810,50
10.215,75
11 .001,53
20.431,50
11 .160,09
16.345,20
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
COTEC Portugal
Program COHITEC with N Carolina State University (p .118/04)
Paula Silva Moreira
Training at Case Western Reserve University (p .124/04)
i
Ana Catarina Carrao
raining at Univ Pittsburgh for 1 year (p .146/04)
56 .999,93
9.534,70
13 .621,00
Vasco Lama Silva
Training at Harvard Medical School for 4 months (p .147/04)
6.810,50
Joao Carlos Espada
Research travel to Washington (p .165/04)
7.500,55
Sara Cavaco
Training at Iowa Carver College of Medicina (p .175104)
I
6.129,45
Fulbright
FLAD/Fulbright Rotating Chair (p .191/04)
16 .651,67
Reitoria da Universidade dos Adores
Summer school (p .192/04)
27 .242,00
~FLAD
!Project on earthquake protection (p .200/04)
20 .077,20
Georgrtown University
Visiting professorship on Portuguese politics (p .223!04)
68 .105,00
lPedro Costa Nunes
'Training at Washington University for 1 year (p237/04)
11 .487,73
IlnstiUo do Direito Banc;§rio, Bolsa e Se:guros
School of post-graduation (p.251/04)
6.810,50
Faculdade de Ciencias de Lisboa
Collaboration with Univ. of California (p.284/04)
6 :754,22
Universidade Catolica Portuguesa
International meeting on political studies (p.286/04)
Bemardete Ribeiro
I Training for 5 months at the New Mexico Institute of Mining (p.287104)
I Universidade dos Adores
Research projects (p.322/04)
10.896,80
6.718,12
65.925,64
Universidade Catblica Portuguesa
Scholarships for African studies (p.328104)
27.242,00
Joana Neves Silva
Training for 1 year at the School Dentistry - Univ of Rochester (p .359104)
16 .345,20
Andre Fonseca
i Training for 1 year at Mathmatics Department - Univ. of Chicago (p .360/04)
16 .345,20
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
i
i
Paula Braga Silva
Training for 6 months at Texas Univ . (p .361/04)
Sandra Reis Faias
Training for 1 year at the Univ . of S Carolina (p .365/04)
Marta Macedo
Training for 4 months at Univ of West Virginia (p .366/04)
i
Ana Isabel Saixas
raining for 1 year at Johns Hopkins Univ (p .381104)
Antonio Costa Pinto
visiting professor at Georgetown Univ (p .405104)
I
COTEC Portugal
Meeting "Graduate Young Engineers" (p .407/04)
9.534,70
20 .431,50
6 .129,45
18 .388,35
24 .517,80
16 .345,20
i
Instituto de Investigagao Interdisciplinar
International Forum of Portuguese researchers (p .411/04)
6.810,50
Rita Abreu Mota
Research on psycology for children (p .460104)
6.810,50
Georgetown University
New Tendencies in Lusophone Work (p .468/04)
68 .105,00
Georgetown University
Regional Integration (p . 468/04)
29 .330,43
Rui Gouveia Neves
Training for 6 months at the S Carolina Univ . (p .481/04)
8.172,60
Escola Educadores Infancia Maya Ulrich
Exhibition (p .483/04)
6.810,50
Assoc. Portuguesa para o Estudo das Ftelagoes de Trabalho
Congress (p .485/04)
6.810,50
Instituto Portugues de Relaq,oes Intemacionais
Research on relations between Portugal/USA (p .553104)
30 .987,78
~Universidade Catblica Portuguesa
Seminars with Roger Williams Univ. (p.:i54/04)
17.026,25
Instituto Superior de Economic e Gestao
International conference (p.564/04)
6 .810,50
Instituto Humanismo e Desenvolvimento
Study on the laws of forest (p.575/04)
48 .626,97
Imar dos Agores
Conference and publication of a book (p .592/04)
13.621,00
Faculdade de Direito de Lisboa
Publication of magazine (p.597/04)
8.172,60
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
I
I
I
Carlos Francisco Alves
Research project (p .602104)
i
13 .621,18
Universidade do Minho
Publication of magazine (p .607/04)
6.810,70
N'gunu Noronha Tiny
Visiting research fellow at Harvard Law School (p.612/04)
I
Faculdade de Direito de Lisboa
(Presence of 6 students in European Law Moot Court Competition (p.615104)
~Universidade Nova de Lisboa - FCT
Research project in cooperation with Univ . of Florida (p .616/04)
24.517,80
7 .355,60
6 .810,50
i
SUB-TOTAL
I
I
OTHER "
TOTAL
I
i
i
i
i
i
i
I
Grants with value below $ 6,000.00
2.066 .508,00
392.241,00
2.458.749,00
i
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYE R IDENTIFICATION NUMBER : 98-0075208
GRANTS APPROVED
LINE 22 AND PART III (b)
US$
CULTURE
University of Massachusetts, Dartmouth
Publication of Portuguese Literary & Culture (p .20/04)
21 .757,00
Centre Europeen de la Culture
Conference in Lisbon (p .21/04)
i
The Biennale of Sydney
Presence of Portuguese artists (p .40/04)
93 .379,04
13 .273,49
I
Cristina GueRa Contemporary Art
35 Basel (p .40/04)
7.627,76
(Citizenship Program
Support project (p .61/01)
167.250,00
!Museo de Pontevedra
Portuguese presence at biennale (p .40/04)
7.364,74
iNumero / bpio
I Portuguese festival in Barcelona (p .40/04)
6.810,50
~ Sonia Taborda Barata
Scholarship (p .45/04)
I
Rita Sobral Campos
~ Scholarship (p .45/04)
12 .715,18
18 .516,41
I
Margarida Garcia
I Scholarship (p .45/04)
24 .900,29
Luis Romeira
I Scholarship (p . 45104)
11 .245,55
Sancho Silva
Scholarship (p . 45104)
8.123,77
Joao Simoes
~ Scholarship (p .45/04)
I
Mariana Viegas
Scholarship (p .45/04)
I
16 .544,08
Teresa Joaquim
Scholarship (p . 45/04)
I
I
-
9.219,02
9.799,96
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
L~.aranja Azul Produqoes Culturais
Movie on Jorge de Sena (p .49/04)
i
Fundagao Arpad Szenes-veira da Silva
Celebration of 10tfi anniversary of the museum (p .56104)
7.491,55
68 .105,00
Universidade Cat6lica Portuguesa
Acquisition of publications (p .69/04)
6.538,08
Biblioteca Nacional
Catalogue of exhibition (p .179/04)
8 .172,60
Isabel Soares Alves
Scholarship Emesto de Sousa (p .266/04)
9 .992,37
Faculdade de Letras da Univ. de Lisboa
Exchange program with Univ. of Georgetown (p .184/04)
9.196,90
University of Iowa
Presence of Portuguese on a congress (p .217/04)
7 .319,75
Teresa Rebelo
Research at the USA for a publication (p .262104)
6.810,50
Joana Ascensao
Project of a documentary (p.263/04)
8.840,03
Manna da Motta International Music Foundation
'International piano contest (p .265/04)
IFLAD
iProgram activities (p . 29/04)
11 .198,72
116.721,24
Instituto de Investigagao Cientifica e Topical
Exhibition in Angola (p .306/04)
8.172,60
~ Ricardo Pinheiro
Scholarship at the Institute for Jazz Studies (p.316/04)
7.478,54
Luis Madureira
~ Research (p .325/04)
6.129,45
I
Smithsonian Institution
Preparation of an exhibition about Portugal in Washington (p .357/04)
13.290,43
FLAD
Portuguese-Americans program (p.101/04)
84.460,58
,University of Wisconsin - Madison
I Post - graduation seminar (p.379/04)
11 .353,10
FLAD
~ Portuguese Language in the USA - SAT II (p .51/04)
88.536,50
University of Massachusetts, Dartmouth
Magazine Portuguese Literary and Cultural Studies (p .272/04)
20 .431,50
ORM 990 - YEAR 2004
USO-AMERICAN DEVELOPMENT FOUNDATION
ISBON,PORTUGAL
MPLOYER IDENTIFICATION NUMBER : 98-0075208
I
The Bookings Institution
Opening of the center in the USA and Europe (p.285/04)
I
The German Marshall Fund of the United States
Conference in Washinton (p.522/04)
Grants with value below $ 6,000.00
I
55 .682,78
68.105,00
SUB-TOTAL
1 .052.554,00
OTHER `
TOTAL
352.326,00
1.404.880,00
i
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
GRANTS APPROVED
LINE 22 AND PART III (c)
PRIVATE SECTOR
US$
John Loiello
Technicien support (p.813/99)
35.533,21
FLAD/FDC
Support activities (p .178/99)
31 .257,70
Faculdade de Direito da Universidade de Coimbra
Cooperation with Univ . Agostinho Neto, Angola (p . 374/02)
81 .726,00
i
FLAD
Activities of the library (p .25/04)
82 .377 ,54
FLAD
Newsletter (p .26/04)
I
FLAD
Portuguese language - SAT II (p .51/04)
University of Massachusetts, Dartmouth
Summer school of Portuguese languages (p .144/04)
I
Associagao 25 de Abril
Congress "Portugal and the World" (p .149/04)
30 .539,78
47.673,50
16 .734,43
13 .621,00
i
FLAD
Image activities
93 .160,50
The German Marshall Fund of the United States
Transatlantic Trends Survey (p .195/04)
40 .863,00
University of Massachusetts, Dartmouth
Magazine Portuguese Literary and Cultural Studies (p .543/04)
10.500,31
Johns Hopkins University
Center for Transatlantic Relations (p.569/04)
27.242,00
IUniversidade Tecnica de Lisboa
Scholarships to 4 students from Angola (p.41/04)
25.062,64
~I
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
I
i
Faculdadeiaculdade de Direito de Coimbra
Ms graduation at University in Angola (p .'104/04)
22 .319,78
APOIAR
Computer school in Mozambique (p .152104)
6.129,45
Embaixada de Cabo Verde
Scholarships (p .557103)
15 .527,94
Instituto Superior de Agronomic
Agricultural sudies in Angola (p .530/03)
88 .536,50
Fundagao para o Desenvolvimento da Comunidade
Scholarship in Portugal for 2 students from Mozambique (p .577/03)
29 .916,73
Fundagao para o Desenvolvimento da Comunidade
Scholarship in Portugal for 2 students from Mozambique (p .258/04)
10 .074,53
FLAD
Visit of the President of S . Tome e Principe to the USA (p .323104)
31 .583,75
Leigos para o Desenvolvimento
Scholarships (p .358/04)
6.810,50
Assoc. Empresas Metalurgicas e Metalumcanicas
(Study on angolan entreprises (p .378/04)
8.172,60
FLAD/FCG/F Oriente
Meeting of Lusophone foundations (p .393/04)
I
20 .431,50
~Governo de S. Tomb e Principe
iScholarships (p .469/04)
8.172,60
Faculdade de Direito de Lisboa
(Cooperation with Law School of Bissau (p .586104)
,APOIAR
Center of woman promotion in Angola (p .599/04)
31 .328,31
-
Fundagao Luso-Aficana para a Cultura
(Conferences on Angola (p .613/04)
Grants with value below $ 6,000 .00
8 .172,60
8.172,60
SUB-TOTAL
831 .635,00
OTHER "
146.738,00
TOTAL
978 .373,00
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
GRANTS APPROVED
LINE 22 AND PART III (d)
SCIENCE & TECHNOLOGY
US$
I
FLAD
Study on juridic questions of foundations (p .499/01)
Faculdade de Direito de Lisboa
International seminar (p .57/04)
24 .461,05
6.810,50
Assoc. Portuguesa de Direito Europeu
Seminar and Presence at congress in Dublin (p .122/04)
12 .258,90
Metropolis
Conferences program (p .287/97)
14 .716,73
Fulbright
Fulbright brainstorms (p .123/04)
9.144,08
FLAD
Cooperation with National Science Foundation (p.365193)
41 .185,93
~FLAD / IST / UNL I ISCTE 1 Univ. of Colorado
Research program (p.454/93)
81 .726,00
IIEuropean Foundation Centre
iEurope in the world (p.197104)
18.485,88
FLAD
(Conference of the East West Institute (p.338/04)
20.431,50
Club Setubalense
Celebration of 150th anniversary (p.368104)
6 .810,50
Ilnstituto Europeu
International conference (p.395/04)
10.215,75
Faculdade de Direito de Coimbra
International congress (p.396/04
6.810,50
Associagao Fiscal Portuguesa
Meetings (p.406/04)
6.810,50
Universidade Cat6lica Portuguesa
Conference (p.482/04)
6.810,50
i .
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER: 98-0075208
I
I
Myriam Sochacki
Conference on security and euro-abantic: relations (p.509/04)
I
FLAD / Instituto Portugues de Relaqoes Intemacionais
Conference on The United States and the International Order (p .510/04)
I
Caneta Electrbnica
'Conference (p .511 /04)
35.414,60
54.484,00
6 .810,50
I
FLAD
Lectures on Marine Sciences (p .545/04)
i
34.052,50
IFaculdade de Direito de Lisboa
~Luso-American conferences (p .603/04)
I
Faculdade de Direito de Coimbra
Conference on the european constitution (p.609104)
10.215,75
Centro Internacional de Direitos Economicos
International congress (p.610/04)
20.431,50
6.810,50
~ Ministerio da Justiga
International conference (p.614/04)
6.810,50
i Laboratorio Maritimo da Guia
Seminar on coastal areas (p.19/04)
10.215,61
i Presidencia da Republics
Museum (p .297/04)
10.215,70
I
~ Francisco Andrade
Translation (p.352/04)
I
~ Monica Dias
Study at Library of Congress and Princeton University (p.568/03)
SUB-TOTAL
I
OTHER "
TOTAL
I
I
I ' Grants with value below $ 6,000 .00
I
I
6.921,53
469 .061,00
24 .147,00
493 .208,00
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
I
OTHER PROGRAM SERVICE ACTIVITIES
I
LINE 22 AND PART III (e)
I
i
Johns Hopkins Institute for Policy Studies
Centre for Civil Society Studies (p .114/01)
US$
7.867,34
I
Universidade de Coimbra
Training Institute for executives (P .71/04)
34 .052,50
Fundaqao Oliveira Martins
Study on foundations (p .196/04, 572/04)
14 .983,10
Presidencia da Republica
Museuum (p .297/04)
10 .215,75
Instituto Humanismo e Desenvolvimento
Research projects (p .305/04)
6.810,50
Nova Cidadania
Magazine (p .372/04)
9 .534,70
Instihrto Nacional de Administragao
Exchange program with Univ. of Colorado (p .403104)
8 .442,77
Hospital de Santa Maria
Celebration of the 50th anniversary (p .459/04)
6.810,50
IDeloitte & Touche Quality Firm
iPublication of a book (p.475/04)
20 .431,50
SEDES
Study and its publication (p.600/04)
15.868,47
IFLAD
;Program activities (p .27/04)
32.421,58
European Foundation Centre
(Activities (p .189/04)
i
~ FLAD
Expenses with the EFC ((p.75/04)
Metropolis Portugal
Publicaction of die notes of the Vienna congress (p .140/04)
54 .484,00
12 .266,46
8 .581,23
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
SIC Noticias
Television program (p.176/04)
81 .726,11
European Foundation Centre
Europe in the World project (p.611/04)
34.052,50
SUB-TOTAL
OTHER '
TOTAL
Grants with value below $ 6,000 .00
358.549,00
67 .486,00
426.035,00
FORM 990 -YEAR 2003
LUSO-AMERRICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER' 98-QQ7 :i208
I
PART II
i
Line 43 - Other Expenses - Attached List
J
44 .875,00
REPRESENTATION
1
PORTFOLIO MANEGEMENI' FEES
434.715,00
PROVISION OF PERIOD
189.445,00
EXTRAORDINARY LOSSES
119.909,00
TOTAL
788.944,00
FORM 990 - YEAR 2004
LUS6-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
RECEIVABLES FROM DIRECTORS AND EMPLOYEES
(LINE 50)
TITLE
ANA PAULA VICENTE NUNES
JOAO PEDRO MALTEZ LOPES
VICTOR MENDES
VITOR VENTURA
SOFIA AROUCA
MARIA CRISTINA CAMBEZES
GUSTAVO PILOTTO
JOAO SlLVERlO
MARIA HELENA AROUCA
SECRETARY
DRIVER
CLERK
DRIVER
SECRETARY
SECRETARY
ADMIN .TECHNICIAN
ASSISTANT
SECRETARY
BALANCE DUE
30 .258, 33
1 .323,22
46.921,78
28.615,00
5.801,08
65.874,10
53.912,72
6.656, 28
10.605,49
249 .968,00
FORM 990 - YEAR 2004
LUS~O-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
LOANS RECEIVABLE (PROGRAM SERVICES)
(LINE 51)
COMPANY NAME
F.A!I .J .E.
JORGE P . ALMEIDA
GEOMETRAL
D.E. DESIGN E EQUIPAMENTOS
POLTEC
MAQUIDRAL
MIDA - MAQ . INDUSTRIAL DO AVE
SERVOTROL
CHALLENGE
WESTERN AGRI-MANAGEMENT
EUROPROTEINA
ALCIBIADES SOARES GUEDES
CORREIA & GOMES
MARIA CONCEIQAO VALDAGUA SANI"OS
NOVA FILARMONIA PORTUGUESA
MARIA ISABEL LIMA
DOMINGOS FREITAS DO AMARAL
LUIS SANTOS REDINHA
PAULO MARTINS FERREIRA
NUNO PINHO DE VASCONCELOS
MANUELA MIRANDA PEREIRA
LUIS LOBO GUERRA
JORGE PERDIGAO HENRIQUES
PEDRO PINHO AMORIM
SOFIA REINO
ADILIA VICENTE HORMIGO
AN DRr= XAVIER VALENTE
JOAO PEREIRA GAMA
JOSE PEDRO LEITE DA COSTA
ASSOCIAQAO CENTRAL AGRICULTURA PORTUG.
LUIS FARIA COELHO
MARIA JOAO VAZ TOMS
CRISTINA MARIA TEIXEIRA
ANA ESTER CABRAL NEVES
JOAO FORJAZ LACERDA
MARIA JOAO MOURATO
PAULO JACINTO SANTOS
JOSS COSTA PORTELA
PAULA LACERDA RAMADA
MANUEL MACEDO PORTILHEIRO
CARLA SALSA GOMES
MARIA JOAO NUNES BORGES
J6S~ CASAL RIBEIRO CARVALHO
AMOUNT DUE
37.375,36
28.535,33
67.941,26
8.492,65
21 .741,20
323 .282,48
61 .147,13
27.176,51
2.608,94
73.863,20
40.764,75
2.038,23
4.076,48
3.397,06
9.172,07
2.607,69
2.717,65
6.114,71
8.011,15
4.230,89
4.230,89
2.695,19
5.435,30
4 .347,35
18.133,53
8.492,65
21 .431,89
4 .237,93
4 .694,07
22.339,08
2.038,23
2.334,33
9.108,05
1 .627,08
3.821,02
1 .812,72
2.838,59
2.038,23
2.445,88
3.057,36
3.057,36
4.076,48
7 .479,37
FORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER: 98-0075208
DUARTE MORRIS MOURA
MARIA DA GRA(~A OLIVEIRA CORREIA
ISABEL MARIA MARTINHO SILVA
MA RIANA PEREIRA
PEDRO FERRAZ DE ABREU
ANDREA MARTA CALADO LOPES
PEQRO CENTENO MOREIRA
PEDRO FRANCISCO LOPES
MANUEL DUARTE DE OLIVEIRA
JOSE OLIVEIRA MARTINS
JOAO PINA REBELO
CAF2LOS MENDONQA GUEDES
MARGARIDA MATOS ROSA
JOAO MOREIRA RATO
FUNDACAO DA ESCOLA AMERICANA
MARIANA NORTON DOS REIS MARTINS
JOAO FERNANDES TEIXEIRA
FERNANDO MAIA ILHARCO
JOAO CUNHA GALVAO
JORGE RIBEIRO QUEIROZ
JOSE MENDONqA GUEDES
FILIPA MARTINS MONTEIRO
LUIS TEIXEIRA COSTA
ANTONIO FREITAS TAVARES
PEDRO NORTON DE MATOS
PEDRO Ma ALARCAO JUDICE
SARAH PINHO ALMEIDA
PEDRO OLIVEIRA MOREIRA
RAUL AZEVEDO LAPA
CARLOS ALMEIDA RAMOS
JOANA CARNEIRO
TERESA MARGARIDA LEAL BARONA
MARTA CRUZ VILAqA
PALMIRA FERREIRA SILVA
MARIA MANUEL SILVA GIL
FIL,OMENA AMARAL MEDEIROS
AFONSO NASCIMENTO
ALEXANDRE GORITO
JO40 PEDRO SOUSA
NU,NO GELPI ANJOS
PEDRO PERESTRELO PINTO
PEDRO ALVES FERNANDES
RUI CORREIA NUNES
PAULO MASCARENHAS LOPES
MARIANA CORREIA MORRIS
CATARINA SIMOES
ANA CRISTINA DIAS GIRAO
TIAGO SOUSA EIRO
JOAO CARLOS FARIA LELIS
JOSE MIGUEL HORTAS PITA
MIGUEL BARROSA ABECASSIS
CARLA ISABEL CORREIA MARTINS
CLAUDIA RAQUEL PINTO REI
i
24 .420,12
1 .570,02
2 .038,23
15 .425,69
5 .251,86
2 .566,32
9 .077,62
1 .547,84
8.231,77
5.856,13
6 .305,62
4 .191,15
2 .449,25
2.346,72
381 .388,98
6.299,78
2.038,23
20.382,38
1 .745,71
3.013,13
1 .704,74
6.292,72
2.038,23
3.723,67
4.076,48
4.755,89
3.787,67
8.152,94
6.214,42
4.178,39
1 .539,55
6.114,71
23.521,26
3.571,40
3.057,36
2.649,71
13.588,26
13.588,26
2.03$,23
2.515,93
3.566,92
13.588,26
13.588,26
2.038,23
1 .852,36
4.449,15
6.114,71
6.777,76
13.588,26
13.588,26
10.191,19
3.566,92
5.095,59
FORM ,990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
MARIA RAQUEL GONCALVES NUNES
JOSE JOAO VIEIRA CUNHA
LUIS AMARAL BALULA
JOANA CABRAL RODRIGUES
MARIA INES SOUSA FIALHO
MIGUEL BARRETO ANTUNES
SUSANA PASSOS MINGOTE
CRISTINA BURNAY
CATARINA RODRIGUES GOMES
LUIS SANTOS ROMAO
HUGO GUERREIRO
PAULO BLANCO COSTA
NUNO FREIRE MALO
CARLOS VELOSO SILVA
LUIS VALENTE
CARLOS ALBERTO GUEDES
RUI VASCONCELOS FERNANDES
CARLA VENANCIO LEITAO
SOFIA RIBEIRO GAMEIRO
MARIA JOAO FERREIRA SANTOS
NUNO FILIPE ROSA
JOAO FERRO RODRIGUES
TELMO VALIDO
MIGUEL ALARCAO JUDICE
EUGENIO ROCHA PINTO
ELISABETH BENITO GARCIA
LISA MACHADO MATOS
SOFIA RIBEIRO GAMEIRO
ANA CABRAL PEREIRA
NUNO LOPES CATARINO
ANTONIO SOARES SILVA
DUARTE MENDES MINEIRO
RUI COSTA ESTEVES
ALEXANDRE AIRES DA SILVA
VANESSA NUNES BORGES
VASCO LUCAS NUNES
JOSE AZEVEDO SOUSA
MARIA INES BRANDAO
JOSE PEDRO FERNANDES
ANDRE CALADO MARTA
PAULO RIBEIRO SANTOS
SIL~VIA BENEDITO
DANIEL BLAUFUKS
ALEXANDRE SOARES COSTA
ELI;SA OCHOA
IGALO DUCLA SOARES
LO ZAGALO E MELO
MARGARIDA CORREIA
O FERREIRA
O JACINTO
UEL LIMA
A PASZTOR
LOS ROQUE
3 .668,83
10.598,46
4.427,27
3 .035,83
2.133,36
6.794,13
13 .588,26
2.676,24
2.202,53
6.836,56
1 .742,17
9.320,59
2.049,10
10.467,33
6 .794,13
7.273,79
8.152,94
6.118,09
4.578,02
6.114,73
6.794,13
13.588,26
13.588,26
13.588,26
18.344,34
18.344,34
9.274,39
8.550,20
13.588,26
10.191,19
4.076,48
13.588,24
18.344,20
9.254,79
13.588,26
5.166,79
5 .436,21
2.536,53
24.458,86
2.103,45
4 .586,19
4.100,81
1 .512,97
2.281,52
1 .638,61
1 .510,57
20.431,50
1 .568,85
1 .633,06
3 .131,66
3.476,13
1 .653,21
1 .951,36
CORM 990 - YEAR 2004
LUSO-AMERICAN DEVELOPMENT FOUNDATION
LISBON, PORTUGAL
EMPLOYER IDENTIFICATION NUMBER: 98-0075208
PEDRO GRANGER RODRIGUES
RITA SOBRAL CAMPOS
MARGARIDA TEODORO GARCIA
TERESA ALMEIDA JOAQUIM
1 .768,01
1 .851,64
1 .654,41
2 .490,04
1 .998.547,84
OTHER "
46.282,16
2.044.830,00
PROVISION FOR DOUBTFUL DEBTS
(1 .112.821,00)
BALANCE
932 .009,00
* LOANS WITH VALUE BELOW US$ 1,500.00
FORM 990 -YEAR 2003
LUSO-AMERRICAN DEVELOPMENT FOUNDATION
LISBON ; PORTUGAL
FuPI f1VFR IfIFNTIFI(`ATIIIN MI IMRFR~ QR_(1(17r,g(1
PART IV
Line 54 - Investments - securities
i
TYPE OF INVESTMENTS
MARKET VALUE
INVESTMENTS IN USA
i
POiRTFOLIOS
MERRY LINCH
NEW YORK
5.160.520,00
CITIBANK
NEW YORK
11 .486.843,00
16.647 .363,00
INVESTMENTS IN PORTUGAL
PORTFOLIOS
145 .241 .431,00
SHARES, BONDS AND PARTICIPATION OF CAPITAL
SUB-TOTAL
I
PROVISION FOR LOSS
TOTAL
i
21 .407.882,00
166 .649.313,00
183 .296.676,00
-1 .447.301,00
184 .849.375,00
FOFjM 990 -YEAR 2003
LUSO-AMERRICAN DEVELOPMENT FOUNDATION
LISBON, I PORTUGAL
EMPLOYER IDENTIFICATION NUMBER : 98-0075208
I
I
PART IV
SCHEDULE FOR DEPRECIATION OF ASSETS - LINE 57
TANGIBLE ASSETS
Bulding, Installations
& Equipment
COST
6 .400.172,00
AVERAGE
DEPRECIATION
IRATE (%)
DEPRECIATION
IN 2004
ACCUMULATED
DEPRECIATION
2-20
132 .900,00
3.409 .478,00
431 .755,00
33
20 .822,00
390.106,00
1 .414 .743,00
8.246 .670,00
0
0,00
153 .722,00
0,00
3 .799.584,00
I
I
Vehicles'
I
i
Art Collection
I
I
DEPRECIATION RATES ACCORDING TO PORTUGUESE OFFICIAL ACCOUNTING STANDARDS