WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349100104
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T06:21:28-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVE SUITE 800 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208144827 | 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 | 311734847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLDWIDE SMALL CHANGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA LLP | InCareOfNm |
| Business Name Control | WORL | BusinessNameControlTxt |
| Phone | 2024571600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 E CANYON VISTA ROAD | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | TUSCON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857398700 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY KAUFMANN | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3016340248 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEO BRUETTE | PreparerPersonNm |
| PTIN | P00237695 | PTIN |
| Phone | 3016340248 | PhoneNum |
| Preparation | 2015-05-08 | 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 | $2,386,763 | 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 | $323,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,669 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,669 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,026,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,652 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $846 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $846 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $468,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $144,648 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,516 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,516 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,891 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $76 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,592 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,210 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,210 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $335,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $426,757 | CashBOYAmt |
| Cash EOY | $251,420 | CashEOYAmt |
| Cash EOYFMV | $251,420 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,124,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,740,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,135,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $104,580 | CorporateBondsBOYAmt |
| Total Assets BOY | $1,656,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,991,789 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,386,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,656,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,991,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,656,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,991,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,656,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,991,789 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,656,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $335,586 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,991,789 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,991,789 | 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 LT - 2071 | P | 2000-01-01 | 2014-12-30 | $869,140 | $728,707 | $140,433 | $140,433 |
| STATE STREET ST - 2071 | P | 2014-01-15 | 2014-12-15 | $156,870 | $179,156 | -$22,286 | -$22,286 |
| CAPITAL DISTRIBUTION | P | 2000-01-01 | 2014-12-30 | $505 | $505 | $505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,652 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,557,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102829 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $198,511 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,282,337 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.154804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $198,197 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,131,714 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17513 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $216,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $968,740 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.223165 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,236 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,380,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135631 | DistributionYr5Rt |
| Total Distribution | 0.791559 | TotalDistributionRt |
| Average Distribution | 0.158312 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,994,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,725 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $316,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,802 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,475 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,475 | SubtotalAmt |
| Tax Based On Investment Income | $2,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $371 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $371 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,104 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| 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 | BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3016340248 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 WISCONSIN AVENUE SUITE 800 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208144805 | 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 |
| 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAY HARPER | ||||||||
| 6000 E CANYON VISTA ROAD | TUSCON | AZ | 857398700 | PRESIDENT AND DIRECTOR | 1.0 | $0 | $0 | $0 |
| ROY L KAUFMANN | ||||||||
| 1120 20TH STREET NW 300 SO LOB | WASHINGTON | DC | 200363437 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,009,919 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,024,693 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,024,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,994,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,716 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,475 | TotalTaxAmt |
| Distributable Before Adj | $97,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,802 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $111,802 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $118,212 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $168,218 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,869 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $134,878 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,567 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $645,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $97,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,561 | RemainingDistriFromCorpusAmt |
| Total Corpus | $660,305 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $118,212 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $542,093 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $168,218 | ExcessFromYear4Amt |
| Excess From Year3 | $141,869 | ExcessFromYear3Amt |
| Excess From Year2 | $134,878 | ExcessFromYear2Amt |
| Excess From Year1 | $82,567 | ExcessFromYear1Amt |
| Excess From Current Year | $14,561 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY HARPER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 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 | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICES | ||||||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | NC | CHARITABLE | $2,000 | |||||
| CALIFORNIA INSTITUTE FOR BIODIVERSITY | ||||||||||||
| 5170 PARKRIDGE DRIVE | OAKLAND | CA | 94619 | N/A | NC | CHARITABLE | $5,000 | |||||
| CHILDLIGHT FOUNDATION FOR AFGHAN CHILDREN | ||||||||||||
| 1959 S POWER ROAD SUITE 103-245 | MESA | AZ | 85206 | N/A | NC | CHARITABLE | $2,000 | |||||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | NC | CHARITABLE | $5,000 | |||||
| DAMASCUS SOCCER CLUB INC | ||||||||||||
| 1201 LEWIS DR | DAMASCUS | MD | 20872 | N/A | NC | CHARITABLE | $500 | |||||
| DOWN SYNDROME ASSOCIATION OF MIAMI | ||||||||||||
| 13814 SW 124TH AVENUE RD | MIAMI | FL | 33186 | N/A | NC | CHARITABLE | $1,000 | |||||
| EARTHWATCH INSTITUTE | ||||||||||||
| 3 CLOCK TOWER PLACE SUITE 100 BOX | MAYNARD | MA | 01754 | N/A | NC | CHARITABLE | $2,500 | |||||
| FRIENDS OF THE NATIONAL ZOO | ||||||||||||
| 6200 SECOND STREET NW | WASHINGTON | DC | 20011 | N/A | NC | CHARITABLE | $110 | |||||
| THE FABRETTO CHILDREN'S FOUNDATION INC | ||||||||||||
| 3124 10TH ST n 2 | ARLINGTON | VA | 22201 | N/A | NC | CHARITABLE | $2,500 | |||||
| FOOD AND FRIENDS | ||||||||||||
| 219 RIGGS ROAD NW | WASHINGTON | DC | 20011 | N/A | NC | CHARITABLE | $5,000 | |||||
| FRIENDS OF THE CONGO | ||||||||||||
| 1629 K ST NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | NC | CHARITABLE | $500 | |||||
| GLOBAL CAMPUS FOUNDATION | ||||||||||||
| PO BOX 3534 | TUCSON | AZ | 85722 | N/A | NC | CHARITABLE | $21,000 | |||||
| HEIFER PROJECT INTERNATIONAL | ||||||||||||
| PO BOX 8058 | LITTLE ROAD | AZ | 72203 | N/A | NC | CHARITABLE | $1,500 | |||||
| IFO DECADE | ||||||||||||
| N/A | NC | CHARITABLE | $5,000 | 3480 DU RENARD ST | SHERBROOKE | QUEBEC | CA | J1H OC7 | ||||
| IMMIGRATON EQUALITY | ||||||||||||
| 40 EXCHANGE PLACE 17TH FL | NEW YORK | NY | 10005 | N/A | NC | CHARITABLE | $1,250 | |||||
| INSTITUTE OF WONDERFUL WOMEN FOR EMPOWERMENT | ||||||||||||
| PO BOX 7869 | WEST TRENTON | NJ | 08628 | N/A | NC | CHARITABLE | $500 | |||||
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||||||||
| 11300 SORENTO VALLEY ROAD | SAN DIEGO | CA | 92121 | N/A | NC | CHARITABLE | $2,000 | |||||
| MISSION HOPE USA INC | ||||||||||||
| 6030 INDUSTRIAL HEIGHTS DR | KNOXVILLE | TN | 37909 | N/A | NC | CHARITABLE | $2,000 | |||||
| NATIONAL AQUARIUM IN BALTIMORE | ||||||||||||
| 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | N/A | NC | CHARITABLE | $750 | |||||
| PURPLE MOUNTAIN INSTITUTE | ||||||||||||
| 11505 E CAMINO DEL DESERTO | TUCSON | AZ | 85747 | NC | CHARITABLE | $5,000 | ||||||
| SAVE THE BAY | ||||||||||||
| 350 FRANK OGAWA PLAZA | OAKLAND | CA | 94612 | N/A | NC | CHARITABLE | $2,500 | |||||
| SOUTHERN ARIZONA AIDS FOUNDATION | ||||||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | N/A | NC | CHARITABLE | $2,500 | |||||
| THE BIODIVERSITY GROUP | ||||||||||||
| 10980 RUDASILL RD | TUCSON | AZ | 85743 | N/A | NC | CHARITABLE | $3,500 | |||||
| THE FAMILY PLACE INCORPORATED | ||||||||||||
| 3309 16TH ST NW | WASHINGTON | DC | 20010 | N/A | NC | CHARITABLE | $2,500 | |||||
| THE LATINO STUDENT FUND | ||||||||||||
| 3480 WOODLEY RD NW | WASHINGTON | DC | 20016 | N/A | NC | CHARITABLE | $2,500 | |||||
| THE NATIONAL ALLIANCE FOR HISPANIC HEALTH | ||||||||||||
| 1501 16TH STREET NW | WASHINGTON | DC | 200361401 | N/A | NC | CHARITABLE | $2,000 | |||||
| THE PRIMAVERA FOUNDATION | ||||||||||||
| 702 SOUTH 6TH AVENUE | TUCSON | AZ | 85206 | N/A | NC | CHARITABLE | $2,000 | |||||
| THE UC SAN DIEGO FOUNDATION | ||||||||||||
| 9500 GILMAN DRIVE 0059 | LA JOLLA | CA | 920930059 | N/A | NC | CHARITABLE | $2,500 | |||||
| WASHINGTON INTERNATIONAL SCHOOL | ||||||||||||
| 3100 MACOMB STREET NW | WASHINGTON | DC | 20008 | N/A | NC | CHARITABLE | $5,000 | |||||
| WHO FOUNDATION 1 | ||||||||||||
| PP BOX 816029 | DALLAS | TX | 753816029 | N/A | NC | CHARITABLE | $1,000 | |||||
| YOUNG SCHOLARS INSTITUTE INC | ||||||||||||
| 349 WEST STATE STREET | TRENTON | NJ | 08618 | N/A | NC | CHARITABLE | $1,000 | |||||
| MAULI OLA FOUNDATION | ||||||||||||
| 1205 VICTORY WALK | LAGUNA BEACH | CA | 92651 | N/A | NC | CHARITABLE | $100 | |||||
| 20X20X20 | ||||||||||||
| 420 FIFTH AVENUE 27TH FL | NEW YORK | NY | 10018 | N/A | NC | CHARITABLE | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,210 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,481 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| CLASS ACTION PROCEED | 900099 | 14 | $167 |
| NONDIVIDEND DISTRIBUTION | 900099 | 14 | $679 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $144,648 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $144,648 | 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 | THE LOUISE G HARPER CHARITABLE LEA | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1120 20TH STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200363437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $323,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $18,516 | Amt |
| Disbursements Charitable Prps | $18,516 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 100,000 TORONTO DOMINION BK | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SHS ADOBE SYSTEMS | $61,684 | $72,700 |
| 650 SHS APPLE INC | $60,486 | $71,747 |
| 1,700 SHS B&G FOODS INC-A | $54,170 | $50,830 |
| 3,000 SHS BANK OF AMERICA CORP | $42,403 | $53,670 |
| 595 SHS CVS HEALTH CORP | $29,797 | $57,304 |
| 700 SHS CARLISLE COS INC | $47,681 | $63,168 |
| 1,100 SHS CAVIUM INC | $45,412 | $68,002 |
| 200 SHS COSTCO WHOLESALES CORP | $28,055 | $28,350 |
| 1,000 SHS DISNEY (THE WALT) CO | $71,336 | $94,190 |
| 900 SHS DISCOVER FINANCIAL SER | $50,036 | $58,941 |
| 500 SHS EOG RESOURCES INC | $45,442 | $46,035 |
| 655 SHS FACEBOOK INC A | $34,531 | $51,103 |
| 1,400 SHS GENERAL ELECTRIC CO | $28,327 | $35,378 |
| 350 SHS GILEAD SCIENCES INC | $9,120 | $32,991 |
| 100 SHS GOOGLE INC A | $45,408 | $53,066 |
| 45 SHS GOOGLE INC CL C | $15,811 | $23,688 |
| 300 SHS HERSHEY FOOD CORP | $29,223 | $31,179 |
| 500 SHS ILLINOIS TOOL WORKS IN | $44,132 | $47,350 |
| 1,010 SHS KRAFT FOODS GROUPS | $53,235 | $63,287 |
| 450 SHS MCKEESON CORP | $87,505 | $93,411 |
| 700 SHS MERCK & CO INC | $34,899 | $39,753 |
| 1,000 SHS MICROSOFT CORP | $40,268 | $46,450 |
| 400 SHS MOODYS CORP | $39,120 | $38,324 |
| 1,500 SHS MYLAN LABORTORIES | $69,047 | $84,555 |
| 300 SHS OREILLY AUTOMOTIVE | $44,605 | $57,786 |
| 550 SHS OCCIDENTAL PETROLEUM | $50,115 | $44,336 |
| 900 SHS PNC FINANCIAL SERVICES | $69,401 | $82,107 |
| 400 SHS PEPSICO INC | $32,765 | $37,824 |
| 435 SHS PROCTER & GAMBLE CO | $31,647 | $39,624 |
| 420 SHS ROPER INDUSTRIES | $33,801 | $65,667 |
| 1,100 SHS SCHWAB CHARLES | $30,181 | $33,209 |
| 800 SJS SERVICENOW INC | $54,437 | $54,280 |
| 1,000 SHS TJX COMPANIES | $55,046 | $68,580 |
| 1,200 SHS US BANCORP | $32,587 | $53,940 |
| 400 SHS UNION PACIFIC CORP | $24,421 | $47,652 |
| 700 SHS VERIZON COMMUNICATION | $34,571 | $32,746 |
| 300 SHS ACTAVIS PLC | $66,695 | $77,223 |
| 1,200 SHS LIBERTY GLOBAL | $32,815 | $57,972 |
| 700 SHS LYONDELLBASEEL INDUS | $54,193 | $55,573 |
| 250 SHS SCHLUMBERGER | $25,961 | $21,352 |
| 245 SHS MCDONALDS CORP | ||
| 780 SHS DEVON ENERGY | ||
| 320 SHS LIBERTY MEDIA STARZ | ||
| 287 SHS CENTRAL FUND OF CANADA | ||
| 290 SHS EXXON MOBIL CORP | ||
| 590 SHS QUALCOMM INC | ||
| 625 SHS THE INDIA FUND INC | ||
| 570 SHS AMERICAN EXPRESS | ||
| 305 SHS MACY'S INC | ||
| 245 PIONEER NATURAL RESOURCES | ||
| 430 SHS TRACTOR SUPPLY | ||
| 1,070 SHS GRUPO TELEVISA | ||
| 293 SHS SCOUT INTERNATIONAL | ||
| 60 SHS ISHARES TIPS BOND | ||
| 55 SHS ISHARES BARCLAYS MBS | ||
| 315 SHS DOVER CORP | ||
| 450 SHS HOME DEPOT INC | ||
| 545 SHS PETSMART INC | ||
| 185 SHS WHIRLPOO CORP | ||
| 885 SHS CHICAGO BRIDGE & IRON |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KERR, RUSSELL | CategoryTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $76 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CLASS ACTION PROCEED | $167 | $167 |
| NONDIVIDEND DISTRIBUTION | $679 | $679 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RICHARD VANDEMARK | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVERNESS COUNSEL FEES | CategoryTxt |
| Amt | $20,891 | Amt |
| Net Investment Income | $20,891 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $19 | $19 |
| 2013 EXTENSION | $100 |
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