WOMEN AND CHILDRENS HOPE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOMEN AND CHILDRENS HOPE FOUNDATION (EIN 20-3209276)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201601339349101815
- Schema version
- 2015v2.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T09:53:16-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LJCooper Tax Strategies | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 N 530 E | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203209276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Women and Childrens Hope Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOME | BusinessNameControlTxt |
| Phone | 8012212939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 N 530 E | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84097 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE BOUCHEVER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8012212939 | PhoneNum |
| Signature | 2016-05-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY WHIPPLE | PreparerPersonNm |
| Phone | 8012212939 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,364,684 | 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 | $27,819 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $34,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,081 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,081 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,830 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $62,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,187 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,017 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $750 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,134 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,134 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,134 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,134 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,630 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,630 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $12,630 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,630 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,268 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,268 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $14,268 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,268 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $126,294 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $126,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $126,294 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $126,294 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $161,076 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,076 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $161,076 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,070 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,509 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,509 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $14,800 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $16,853 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $16,853 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,390,935 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,333,322 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,333,322 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,423,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,364,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,364,684 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,423,357 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,364,684 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,423,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,364,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,423,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,364,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,423,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,070 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,397 | OtherIncreasesAmt |
| Subtotal | $1,364,684 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,364,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Credit Suisse High Income A | P | 2014-05-27 | 2015-09-01 | $15,000 | $0 | $15,163 | -$163 | $0 | $0 | $0 | -$163 |
| Long Term gain distribution from Funds | P | 2014-04-01 | 2015-12-31 | $2,146 | $0 | $0 | $2,146 | $0 | $0 | $0 | $2,146 |
| Short Term Gain from Terra | P | 2015-01-01 | 2015-01-31 | $3,830 | $0 | $0 | $3,830 | $0 | $0 | $0 | $3,830 |
| FINAL K1 From Terra | P | 2012-01-01 | 2015-12-31 | $132,755 | $0 | $144,000 | -$11,245 | $0 | $0 | $0 | -$11,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,432 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,830 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $241,955 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,536,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.157476 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,827 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,655,794 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053646 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,574 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,666,278 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057358 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $70,571 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.268480 | TotalDistributionRt |
| Average Distribution | 0.089493 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,368,691 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $122,488 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,488 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $161,076 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY K WHIPPLE | IndividualWithBooksNm |
| Phone | 8012212939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 N 530 E | AddressLine1Txt |
| City | Orem | CityNm |
| State Abbreviation | UT | StateAbbreviationCd |
| ZIP | 84097 | 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 |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| T SLOANE BOUCHEVER | ||||||||
| 1 Moon Canyon Drive | Bisbee | AZ | 85603 | Officer | 5.00 | $0 | $0 | $0 |
| DANIELLE BOUCHEVER | ||||||||
| 1 Moon Canyon Drive | Bisbee | AZ | 85603 | Officer | 15.00 | $0 | $0 | $0 |
| TIMOTHY K WHIPPLE | ||||||||
| 939 Briar Ave | Provo | UT | 84604 | Officer | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Haiti Education Center Building ProgramFinished Building Educational Facility in Timo Haiti and host numberouseducational workshops for the local community. | Description1Txt |
| Expenses1 | $25,148 | Expenses1Amt |
| Description2 | Cochise Scholarship ProgramProvide help for abused and battered women to attend college | Description2Txt |
| Expenses2 | $9,000 | Expenses2Amt |
| Description3 | Haiti Agricultural ProgramTeamed with Heffer International to bring a health bread of goatsto the Timo region of Haiti.Also working on Farmers Seed Coop | Description3Txt |
| Expenses3 | $15,950 | Expenses3Amt |
| Description4 | Haiti Education ProgramProvide help for the children and youth in the Timo Haiti areato attend primary and secondary school. Provide education at the center. | Description4Txt |
| Expenses4 | $33,834 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,364,684 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,389,534 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,389,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,368,691 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,076 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $161,076 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $161,076 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $95,574 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $88,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $241,955 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,356 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,076 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $161,076 | RemainingDistriFromCorpusAmt |
| Total Corpus | $587,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $587,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $95,574 | ExcessFromYear3Amt |
| Excess From Year2 | $88,827 | ExcessFromYear2Amt |
| Excess From Year1 | $241,955 | ExcessFromYear1Amt |
| Excess From Current Year | $161,076 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-07-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $76,823 | Year1Amt |
| Year2 | $82,790 | Year2Amt |
| Year3 | $83,314 | Year3Amt |
| Total | $242,927 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $65,300 | Year1Amt |
| Year2 | $70,372 | Year2Amt |
| Year3 | $70,817 | Year3Amt |
| Total | $206,489 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $161,076 | CurrentYearAmt |
| Year1 | $241,955 | Year1Amt |
| Year2 | $88,827 | Year2Amt |
| Year3 | $95,574 | Year3Amt |
| Total | $587,432 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $161,076 | CurrentYearAmt |
| Year1 | $241,955 | Year1Amt |
| Year2 | $88,827 | Year2Amt |
| Year3 | $95,574 | Year3Amt |
| Total | $587,432 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,364,684 | CurrentYearAmt |
| Year1 | $1,423,357 | Year1Amt |
| Year2 | $1,698,338 | Year2Amt |
| Year3 | $1,756,000 | Year3Amt |
| Total | $6,242,379 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,364,684 | CurrentYearAmt |
| Year1 | $1,423,357 | Year1Amt |
| Year2 | $1,698,338 | Year2Amt |
| Year3 | $1,756,000 | Year3Amt |
| Total | $6,242,379 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T SLOANE AND DANIELLE BOUCHEVER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,187 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,187 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | T SLOANE BOOCHEVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Moon Canyon | AddressLine1Txt |
| City | Bisbee | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $11,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LJCooper Accounting/Tax Prep | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $750 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equity Trust Company | $1,127,239 | $1,127,239 |
| Europacific Account | $6,083 | $6,083 |
| Pacific Office Properties | $100,000 | $100,000 |
| ARC HealthCare | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Cochise College Scholarship Project | $9,000 | $9,000 | $9,000 | $9,000 |
| Boys and Girls Club Bisbee AZ Project | $8,000 | $8,000 | $8,000 | $8,000 |
| Haiti Agricultural Project | $5,950 | $5,950 | $5,950 | $5,950 |
| Haiti Interpreter | $6,773 | $6,773 | $6,773 | $6,773 |
| Internet Fees | $770 | $770 | $770 | $770 |
| Bank Fees | $1,205 | $1,205 | $1,205 | $1,205 |
| Naco Orphanage | $4,800 | $4,800 | $4,800 | $4,800 |
| Haiti Ed Ctr Wages | $21,920 | $21,920 | $21,920 | $21,920 |
| Meals | $5,090 | $5,090 | $5,090 | $5,090 |
| Training | $2,894 | $2,894 | $2,894 | $2,894 |
| Ed. Ctr Building Supplies | $4,318 | $4,318 | $4,318 | $4,318 |
| Miscellaneous | $1,084 | $1,084 | $1,084 | $1,084 |
| Montessori Pre-School Program | $2,000 | $2,000 | $2,000 | $2,000 |
| Haiti Education | $33,834 | $33,834 | $33,834 | $33,834 |
| Haiti Trip Supplies | $12,121 | $12,121 | $12,121 | $12,121 |
| Haiti Emergency Medical Care | $1,535 | $1,535 | $1,535 | $1,535 |
| Scholarship Program | $5,000 | $5,000 | $5,000 | $5,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $40,397 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LJCooper Investment Management | $7,109 | $7,109 | $7,109 | $7,109 |
| National Financial Services Investment Management | $25 | $25 | $25 | $25 |
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