WOMEN AND CHILDRENS HOPE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WOMEN AND CHILDRENS HOPE FOUNDATION (EIN 20-3209276)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201521339349100132
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T07:24:00-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY WHIPPLE | PreparerPersonNm |
| Phone | 8012212939 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,423,357 | 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 | $74,636 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,074 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,074 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,074 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $37,707 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $12,887 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $108,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,781 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,961 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,750 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $900 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $12,633 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,633 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,000 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $10,000 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,066 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $35,066 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $35,066 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,066 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181,606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181,606 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $181,606 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $181,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $241,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $241,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $241,955 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $241,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $241,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $241,955 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $154,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,622 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $14,800 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $14,800 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $14,800 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,543,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,390,935 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,390,935 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,698,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,423,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,423,357 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,698,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,423,357 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,698,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,423,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,698,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,423,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,698,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,245 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,564,093 | SubtotalAmt |
| Other Decreases | $140,736 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,423,357 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARC Healthcare Trust, Inc. | P | 2013-02-01 | 2014-05-05 | $21,098 | $0 | $17,969 | $3,129 | $0 | $0 | $0 | $3,129 |
| American Realty Capital Trust IV Inc | P | 2013-02-01 | 2014-01-06 | $113,201 | $0 | $100,000 | $13,201 | $0 | $0 | $0 | $13,201 |
| Healthcare Trust of America | P | 2010-12-10 | 2014-05-20 | $59,842 | $0 | $50,000 | $9,842 | $0 | $0 | $0 | $9,842 |
| McEwen Mining Inc | P | 2013-01-24 | 2014-03-13 | $59,669 | $0 | $62,385 | -$2,716 | $0 | $0 | $0 | -$2,716 |
| DFA Inflation Protected Securities | P | 2012-12-12 | 2014-05-20 | $145,329 | $0 | $150,902 | -$5,573 | $0 | $0 | $0 | -$5,573 |
| DFA US Core Equity 2 | P | 2012-12-12 | 2014-05-20 | $18,855 | $0 | $13,350 | $5,505 | $0 | $0 | $0 | $5,505 |
| DFA US Core Equity 2 | P | 2013-12-11 | 2014-05-20 | $1,095 | $0 | $1,046 | $49 | $0 | $0 | $0 | $49 |
| Howard Hughes Corp | P | 2010-11-09 | 2014-05-20 | $17,782 | $0 | $4,121 | $13,661 | $0 | $0 | $0 | $13,661 |
| Rouse Pptys Inc | P | 2012-01-12 | 2014-05-20 | $750 | $0 | $523 | $227 | $0 | $0 | $0 | $227 |
| Credit Suisse Floating | P | 2014-05-27 | 2014-10-14 | $25,000 | $0 | $25,363 | -$363 | $0 | $0 | $0 | -$363 |
| Ridgeworth US Govt Ultra-Short | P | 2012-06-13 | 2014-10-14 | $25,000 | $0 | $25,025 | -$25 | $0 | $0 | $0 | -$25 |
| DFA Short-Term Extended | P | 2010-12-16 | 2014-11-21 | $49,950 | $0 | $49,180 | $770 | $0 | $0 | $0 | $770 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,707 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,887 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,827 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,655,794 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053646 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,574 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,666,278 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057358 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,571 | AdjustedQlfyDistriYr3Amt |
| Total Distribution | 0.111004 | TotalDistributionRt |
| Average Distribution | 0.055502 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,536,455 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,276 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $241,955 | 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 ProgramBuild Educational Facility in Timo Haiti and host numberouseducational workshops for the local community. | Description1Txt |
| Expenses1 | $142,944 | Expenses1Amt |
| Description2 | Cochise Scholarship ProgramProvide help for abused and battered women to attend college | Description2Txt |
| Expenses2 | $27,510 | Expenses2Amt |
| Description3 | Haiti Agricultural ProgramTeamed with Heffer International to bring a health bread of goatsto the Timo region of Haiti. | Description3Txt |
| Expenses3 | $10,237 | Expenses3Amt |
| Description4 | Haiti Health InitiativeTeamed with HHI to provide free medical clinic in the Timo region of Haiti. | Description4Txt |
| Expenses4 | $8,952 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,458,745 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,308 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,559,853 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,559,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,536,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,823 | 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 | $241,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $241,955 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $241,955 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $95,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,827 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $184,401 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $241,955 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $241,955 | RemainingDistriFromCorpusAmt |
| Total Corpus | $426,356 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $426,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $95,574 | ExcessFromYear2Amt |
| Excess From Year1 | $88,827 | ExcessFromYear1Amt |
| Excess From Current Year | $241,955 | 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 | $76,823 | CurrentYearAmt |
| Year1 | $82,790 | Year1Amt |
| Year2 | $83,314 | Year2Amt |
| Year3 | $51,565 | Year3Amt |
| Total | $294,492 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $65,300 | CurrentYearAmt |
| Year1 | $70,372 | Year1Amt |
| Year2 | $70,817 | Year2Amt |
| Year3 | $43,830 | Year3Amt |
| Total | $250,319 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $241,955 | CurrentYearAmt |
| Year1 | $88,827 | Year1Amt |
| Year2 | $95,574 | Year2Amt |
| Year3 | $70,571 | Year3Amt |
| Total | $496,927 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $241,955 | CurrentYearAmt |
| Year1 | $88,827 | Year1Amt |
| Year2 | $95,574 | Year2Amt |
| Year3 | $70,571 | Year3Amt |
| Total | $496,927 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,423,357 | CurrentYearAmt |
| Year1 | $1,698,338 | Year1Amt |
| Year2 | $1,756,000 | Year2Amt |
| Year3 | $1,046,995 | Year3Amt |
| Total | $5,924,690 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,423,357 | CurrentYearAmt |
| Year1 | $1,698,338 | Year1Amt |
| Year2 | $1,756,000 | Year2Amt |
| Year3 | $1,046,995 | Year3Amt |
| Total | $5,924,690 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosa Vera Fund | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 Arizona Street | AddressLine1Txt |
| City | Bizbee | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | 501 c 3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Lunches for Training Volunteers | GrantOrContributionPurposeTxt |
| Amt | $1,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,074 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,707 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,781 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,781 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| STEVE JOLYN SCHRAEDEL | ||||||
| 1 | 677 E 200 N | Orem | UT | 84097 | $50,000 | Yes (X) |
| TIMOTHY KRISTIN WHIPPLE | ||||||
| 2 | 939 Briar Ave | Provo | UT | 84604 | $13,440 | Yes (X) |
| JERRY JILL GRAMMER-WILLIAMS | ||||||
| 3 | 4367 N Vintage Drive | Provo | UT | 84604 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LJCooper Tax Preparation | CategoryTxt |
| Amt | $900 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Schwab Institutional Account 4185-6407 | $781,385 | $781,385 |
| Europacific Account | $1,285 | $1,285 |
| Pacific Office Properties | $100,000 | $100,000 |
| Terra | $133,599 | $133,599 |
| HPI Real Estate Opp Fund LLL | $68,993 | $68,993 |
| Carter Validus Mission Critical | $104,506 | $104,506 |
| Phillips Edison Grocery Center REIT | $100,000 | $100,000 |
| Griffin Capital | $101,167 | $101,167 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized losses on Investments | Desc |
| Amt | $140,736 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Cochise College Scholarship Project | $27,510 | $27,510 | $27,510 | $27,510 |
| Guichard Scholarship Project | $310 | $310 | $310 | $310 |
| Boys and Girls Club Bisbee AZ Project | $8,000 | $8,000 | $8,000 | $8,000 |
| Haiti Agricultural Project | $10,237 | $10,237 | $10,237 | $10,237 |
| Haiti Interpreter | $2,328 | $2,328 | $2,328 | $2,328 |
| Internet Fees | $160 | $160 | $160 | $160 |
| Bank Fees | $238 | $238 | $238 | $238 |
| Naco Orphanage | $5,000 | $5,000 | $5,000 | $5,000 |
| Belize Public Library | $1,387 | $1,387 | $1,387 | $1,387 |
| HBS | $1,500 | $1,500 | $1,500 | $1,500 |
| Rebuild it together | $1,000 | $1,000 | $1,000 | $1,000 |
| Haiti Health Initiative | $8,952 | $8,952 | $8,952 | $8,952 |
| Haiti Ed Ctr Wages | $52,761 | $52,761 | $52,761 | $52,761 |
| Meals | $3,925 | $3,925 | $3,925 | $3,925 |
| Training | $2,133 | $2,133 | $2,133 | $2,133 |
| Ed. Ctr Building Supplies | $41,871 | $41,871 | $41,871 | $41,871 |
| Postage & Shipping | $4,215 | $4,215 | $4,215 | $4,215 |
| Customs Fees | $2,779 | $2,779 | $2,779 | $2,779 |
| Ed Ctr Ceremony | $2,167 | $2,167 | $2,167 | $2,167 |
| Miscellaneous | $3,128 | $3,128 | $3,128 | $3,128 |
| Montessori Pre-School Program | $2,005 | $2,005 | $2,005 | $2,005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LJCooper Investment Management | $12,608 |
| National Financial Services Investment Management | $25 |
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