WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-11
- IRS object ID
- 201731929349100223
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-11T17:03:02-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Simburg KetterSheppard & PurdyLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 Third Ave Suite 2525 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311734847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDWIDE SMALL CHANGE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO ROY KAUFMANN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 2024576710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 20TH ST NW BLDG 1 SO STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY L KAUFMANN | PersonNm |
| Person Title | Secretary/Treas | PersonTitleTxt |
| Signature | 2017-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J SANDERS | PreparerPersonNm |
| PTIN | P01280121 | PTIN |
| Phone | 2063822600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,993,248 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $347,438 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,654 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,654 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,384,075 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,144 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $206 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $478,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,798 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,654 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $673 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $673 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,046 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,046 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,843 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,843 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $122 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,439 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,993 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,324 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,993 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $323,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,805 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,654 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166,858 | CashBOYAmt |
| Cash EOY | $240,481 | CashEOYAmt |
| Cash EOYFMV | $240,481 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,877,749 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,331,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,752,767 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,520 | CorporateBondsBOYAmt |
| Total Assets BOY | $2,246,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,571,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,993,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,246,127 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,571,510 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,246,127 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,571,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,246,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,571,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,246,127 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $323,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,230 | OtherIncreasesAmt |
| Subtotal | $2,571,510 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,571,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STATE STREET S/T COVERED | P | 2016-12-31 | 2016-12-31 | $646,390 | $669,568 | -$23,178 | -$23,178 |
| STATE STREET L/T COVERED | P | 2014-12-31 | 2016-12-31 | $695,926 | $598,114 | $97,812 | $97,812 |
| STATE STREET L/T NONCOVERED | P | 2014-12-31 | 2016-12-31 | $41,759 | $23,249 | $18,510 | $18,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,144 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23,178 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $154,063 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,349,452 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06557 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,802 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,994,323 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05606 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $160,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,557,401 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $198,511 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,282,337 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.15480 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $198,197 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,131,714 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17513 | DistributionYr5Rt |
| Total Distribution | 0.554397 | TotalDistributionRt |
| Average Distribution | 0.110879 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,545,446 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $282,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $283,295 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,174 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,116 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,116 | SubtotalAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $525 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY L KAUFMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024576710 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1120 20TH ST NW BLDG 1 SO STE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES G HARPER | ||||||
| 6000 E CANYON VISTA ROAD | TUCSON | AZ | 857398700 | President & Dir | 1.00 | $0 |
| ROY L KAUFMANN | ||||||
| 1120 20TH ST NW 300 SO LOB | WASHINGTON | DC | 200363437 | Secretary/Treas | 1.00 | $12,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,290,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,584,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,584,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,545,446 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,116 | TotalTaxAmt |
| Distributable Before Adj | $125,156 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,156 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,156 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,174 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,174 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,174 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,156 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $141,869 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $134,878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,567 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,561 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $411,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,174 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,018 | RemainingDistriFromCorpusAmt |
| Total Corpus | $416,805 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $141,869 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $274,936 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $134,878 | ExcessFromYear4Amt |
| Excess From Year3 | $82,567 | ExcessFromYear3Amt |
| Excess From Year2 | $14,561 | ExcessFromYear2Amt |
| Excess From Year1 | $37,912 | ExcessFromYear1Amt |
| Excess From Current Year | $5,018 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES G HARPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $1,900 | ||||
| NATIONAL MS SOCIETY | |||||||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | CHARITABLE | $500 | ||||
| FRIENDS OF THE NATIONAL ZOO | |||||||||||
| 3001 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | PC | CHARITABLE | $250 | ||||
| AMERICAN JEWISH WORLD SERVICES | |||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE | $2,000 | ||||
| ANGEL CHARITY FOR CHILDREN | |||||||||||
| 3132 N SWAN RD | TUCSON | AZ | 85712 | N/A | PC | CHARITABLE | $5,000 | ||||
| ARTPRENEURS | |||||||||||
| 4218 HOWARD AVENUE | KENSINGTON | MD | 20895 | N/A | PC | CHARITABLE | $2,500 | ||||
| CALIFORNIA INSTITUTE FOR BIODIVERSI | |||||||||||
| 5170 PARKRIDGE DRIVE | OAKLAND | CA | 94619 | N/A | PC | CHARITABLE | $5,000 | ||||
| CHILDLIGHT FNDN FOR AFGHAN CHILDREN | |||||||||||
| 1959 S POWER ROAD STE 103-245 | MESA | AZ | 85206 | N/A | PC | CHARITABLE | $2,000 | ||||
| BIKE TO THE BEACH | |||||||||||
| 1990 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | CHARITABLE | $250 | ||||
| RACEWIRE - LIME WALK | |||||||||||
| 150 WOOD ROAD STE 308 | BRAINTREE | MA | 02184 | N/A | PC | CHARITABLE | $200 | ||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PC | CHARITABLE | $5,000 | ||||
| DAMASCUS SOCCER CLUB INC | |||||||||||
| 1201 LEWIS DR | DAMASCUS | MD | 20872 | N/A | PC | CHARITABLE | $500 | ||||
| DOWN SYNDROME ASSOCIATION OF MIAMI | |||||||||||
| 13814 SW 124TH AVENUE ROAD | MIAMI | FL | 33186 | N/A | PC | CHARITABLE | $1,000 | ||||
| EARTHWATCH INSTITUTE INC | |||||||||||
| 3 CLOCK TOWER PL STE 100 BOX 75 | MAYNARD | MA | 01754 | N/A | PC | CHARITABLE | $2,500 | ||||
| EXODUS REFUGEE IMMIGRATION INC | |||||||||||
| 1125 BROOKSIDE AVENUE STE C9 | INDIANAPOLIS | IN | 46202 | N/A | PC | CHARITABLE | $2,000 | ||||
| FABRETTTO CHILDRENS FOUNDATION | |||||||||||
| 3124 10TH ST N 2 | ARLINGTON | VA | 22201 | N/A | PC | CHARITABLE | $2,500 | ||||
| FOOD FRIENDS | |||||||||||
| 219 RIGGS ROAD NW | WASHINGTON | DC | 20011 | N/A | PC | CHARITABLE | $5,000 | ||||
| FRIENDS OF THE CONGO | |||||||||||
| 1629 K ST NEW SUITE 300 | WASHINGTON | DC | 20006 | N/A | PC | CHARITABLE | $500 | ||||
| GLOBAL CAMPUSES FOUNDATION | |||||||||||
| PO BOX 3534 | TUCSON | AZ | 85722 | N/A | PC | CHARITABLE | $21,000 | ||||
| HEIFER PROJECT INTERNATIONAL | |||||||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | CHARITABLE | $1,500 | ||||
| IFO DECADE | |||||||||||
| N/A | PC | CHARITABLE | $5,000 | 3480 DU RENARD ST | SHERBROOKE | QUEBEC | CA | ||||
| INSTITUTE OF OUR LADY OF MT CARMEL | |||||||||||
| 4415 8TH ST NE | WASHINGTON | DC | 20017 | N/A | PC | CHARITABLE | $1,000 | ||||
| INSTITUTE OF WONDERFUL WOMEN OF EMP | |||||||||||
| PO BOX 7869 | WEST TRENTON | NJ | 08628 | N/A | PC | CHARITABLE | $500 | ||||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||||
| 11300 SORENTO VALLEY RD | SAN DIEGO | CA | 92121 | N/A | PC | CHARITABLE | $2,000 | ||||
| LATINO STUDENT FUND | |||||||||||
| 3480 WOODLEY RD NW | WASHINGTON | DC | 20016 | N/A | PC | CHARITABLE | $2,500 | ||||
| MISSION HOPE USA INC | |||||||||||
| 6030 INDUSTRIAL HEIGHTS DR | KNOXVILLE | TN | 37909 | N/A | PC | CHARITABLE | $2,000 | ||||
| NATIONAL AQUARIUM IN BALTIMORE | |||||||||||
| 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | N/A | PC | CHARITABLE | $750 | ||||
| PURPLE MOUNTAIN INSTITUTION | |||||||||||
| 11505 E CAMINO DEL DESERTO | TUCSON | AZ | 85747 | N/A | PC | CHARITABLE | $3,000 | ||||
| SAVE THE BAY | |||||||||||
| 350 FRANK OGAWA PLAZA | OAKLAND | CA | 94612 | N/A | PC | CHARITABLE | $2,500 | ||||
| SMILE TRAIN INC | |||||||||||
| 41 MADISON AVE 28 | NEW YORK | NY | 10010 | N/A | PC | CHARITABLE | $2,500 | ||||
| SOCIAL GOOD FUND | |||||||||||
| 12651 SAN PABLO AVE | RICHMOND | CA | 94805 | N/A | PC | CHARITABLE | $5,000 | ||||
| SOUTHERN ARIZONA AIDS FOUNDATION | |||||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | N/A | PC | CHARITABLE | $2,500 | ||||
| SO ARIZONA NETWORK FOR DOWN SYNDROM | |||||||||||
| PO BOX 17011 | TUCSON | AZ | 85731 | N/A | PC | CHARITABLE | $5,000 | ||||
| THE FAMILY PLACE INC | |||||||||||
| 3309 16TH ST NW | WASHINGTON | DC | 20010 | N/A | PC | CHARITABLE | $2,500 | ||||
| NATIONAL ALLIANCE FOR HISPANIC HEAL | |||||||||||
| 1501 16TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | CHARITABLE | $2,000 | ||||
| PRIMAVERA FOUNDATION | |||||||||||
| 702 SOUTH 6TH AVENUE | TUCSON | AZ | 85206 | N/A | PC | CHARITABLE | $2,000 | ||||
| UC SAN DIEGO FOUNDATION | |||||||||||
| 9500 GILMAN DRIVE 0059 | LA JOLLA | CA | 92093 | N/A | PC | CHARITABLE | $2,500 | ||||
| WASHINGTON INTERNATIONAL SCHOOL | |||||||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20008 | N/A | PC | CHARITABLE | $5,000 | ||||
| WHO FOUNDATION | |||||||||||
| PO BOX 816029 | DALLAS | TX | 75381 | N/A | PF | CHARITABLE | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,144 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $131,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,004 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE LOUISE G HARPER LEAD | ||||||
| 1 | C/O 1120 20TH STREET NW | WASHINGTON | DC | 200363437 | $323,750 | Yes (X) |
| THEODORE SCHUCHAT CHARITABLE TRUST | ||||||
| 2 | C/O 1120 20TH STREET NW | WASHINGTON | DC | 200363437 | $23,688 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,046 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,046 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES AND COSTS | CategoryTxt |
| Legal Fees | $673 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $673 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $155 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $155 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $206 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $2,230 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVERNESS COUNSEL FEES | $20,480 | $20,480 | $0 | $0 |
| STATE STREET FEES | $1,363 | $1,363 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2016 ESTIMATED TAXES | CategoryTxt |
| Amt | $122 | Amt |
Comments