WOMEN AND CHILDRENS HOPE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WOMEN AND CHILDRENS HOPE FOUNDATION (EIN 20-3209276)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-20
- IRS object ID
- 201421409349100607
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-20T10:28:02-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LJCooper Tax Strategies | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 N 530 E | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84097 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 499 S Orem Blvd | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84058 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIELLE BOUCHEVER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8012212939 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY K WHIPPLE | PreparerPersonNm |
| Phone | 8012212939 | PhoneNum |
| Preparation | 2014-05-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,698,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,517 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,517 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $22,207 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $20,700 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $32,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,724 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,217 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,940 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,940 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,940 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,940 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,190 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $23,190 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $23,190 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,190 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,549 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,549 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $54,549 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53,197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,179 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $89,179 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,827 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $89,179 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,454 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,738,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,543,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,543,884 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,756,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,698,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,698,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,756,000 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,698,338 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,756,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,698,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,756,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,698,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,756,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,662 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,698,338 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,698,338 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| General Growth Pptys | P | 2010-04-05 | 2013-01-24 | $6,756 | $0 | $5,619 | $1,137 | $0 | $0 | $0 | $1,137 |
| General Growth Pptys | P | 2011-01-27 | 2013-01-24 | $1,941 | $0 | $1,571 | $370 | $0 | $0 | $0 | $370 |
| HTA | P | 2012-10-03 | 2013-01-24 | $3,111 | $0 | $3,000 | $111 | $0 | $0 | $0 | $111 |
| HTA | P | 2012-10-03 | 2013-01-24 | $23,849 | $0 | $23,000 | $849 | $0 | $0 | $0 | $849 |
| HTA | P | 2012-10-03 | 2013-01-24 | $24,885 | $0 | $24,000 | $885 | $0 | $0 | $0 | $885 |
| Ridgeworth US Govt UltraSho | P | 2012-06-13 | 2013-01-28 | $87,910 | $0 | $87,823 | $87 | $0 | $0 | $0 | $87 |
| Ridgeworth US Govt UltraSho | P | 2012-10-03 | 2013-01-28 | $115,290 | $0 | $115,744 | -$454 | $0 | $0 | $0 | -$454 |
| Realty Income Corp | P | 2012-06-13 | 2013-01-29 | $4,380 | $0 | $3,748 | $632 | $0 | $0 | $0 | $632 |
| Realty Income Corp | P | 2012-06-13 | 2013-01-29 | $8,761 | $0 | $7,500 | $1,261 | $0 | $0 | $0 | $1,261 |
| Ridgeworth US Govt Ultra Sho | P | 2012-06-13 | 2013-02-15 | $50,800 | $0 | $50,750 | $50 | $0 | $0 | $0 | $50 |
| Ridgeworth US Govt Ultra Sho | P | 2012-06-13 | 2013-03-22 | $22,374 | $0 | $22,330 | $44 | $0 | $0 | $0 | $44 |
| RBC Short Term Sales | P | 2013-01-01 | 2013-12-31 | $609,946 | $0 | $592,711 | $17,235 | $0 | $0 | $0 | $17,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,207 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20,700 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,666,278 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057358 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,571 | AdjustedQlfyDistriYr2Amt |
| Total Distribution | 0.057358 | TotalDistributionRt |
| Average Distribution | 0.057358 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,655,794 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,973 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,973 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $88,827 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 499 South Orem BLVD | AddressLine1 |
| City | Orem | City |
| State | UT | State |
| ZIP Code | 84058 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 5.00 | $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 Health Initiative water project.Helped fixed Water supply to an area of villiages in Haiti. | Description1Txt |
| Expenses1 | $8,125 | Expenses1Amt |
| Description2 | Boys and Girls Club of Bisbee Arizona.Helped estabilish and fund a summer youth program. | Description2Txt |
| Expenses2 | $8,000 | Expenses2Amt |
| Description3 | Haiti Health Initiative. Helped plan and sponsortwo 2013 Humanitarian trip to Haiti durring which many childrenand their caregivers received medical treatment from team. | Description3Txt |
| Expenses3 | $33,673 | Expenses3Amt |
| Description4 | Cochise College Nursing schlorship program for underprivaleged womenin need. Worked with the college to estabolish and fund program. | Description4Txt |
| Expenses4 | $9,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,526,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,681,009 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,681,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,655,794 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,790 | 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 | $88,827 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $88,827 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $88,827 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $95,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $95,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,827 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $88,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $184,401 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $184,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $95,574 | ExcessFromYear1Amt |
| Excess From Current Year | $88,827 | 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 | $82,790 | CurrentYearAmt |
| Year1 | $83,314 | Year1Amt |
| Year2 | $51,565 | Year2Amt |
| Year3 | $54,061 | Year3Amt |
| Total | $271,730 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $70,372 | CurrentYearAmt |
| Year1 | $70,817 | Year1Amt |
| Year2 | $43,830 | Year2Amt |
| Year3 | $45,952 | Year3Amt |
| Total | $230,971 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $88,827 | CurrentYearAmt |
| Year1 | $95,574 | Year1Amt |
| Year2 | $70,571 | Year2Amt |
| Year3 | $100,552 | Year3Amt |
| Total | $355,524 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $88,827 | CurrentYearAmt |
| Year1 | $95,574 | Year1Amt |
| Year2 | $70,571 | Year2Amt |
| Year3 | $100,552 | Year3Amt |
| Total | $355,524 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,698,338 | CurrentYearAmt |
| Year1 | $1,756,000 | Year1Amt |
| Year2 | $1,046,995 | Year2Amt |
| Year3 | $1,097,694 | Year3Amt |
| Total | $5,599,027 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,698,338 | CurrentYearAmt |
| Year1 | $1,756,000 | Year1Amt |
| Year2 | $1,046,995 | Year2Amt |
| Year3 | $1,097,694 | Year3Amt |
| Total | $5,599,027 | 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 | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 614 Arizona Street | AddressLine1 |
| City | Bizbee | City |
| State | AZ | State |
| ZIP Code | 85603 | ZIPCode |
| 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 | $32,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,724 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LJCooper Tax Preparation | CategoryTxt |
| Amt | $1,500 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Schwab Institutional Account 4185-6407 | $992,278 | $992,278 |
| Europacific Account | $1,606 | $1,606 |
| Pacific Office Properties | $100,000 | $100,000 |
| Terra | $150,000 | $150,000 |
| Arc IV | $100,000 | $100,000 |
| Arc HealthCare | $100,000 | $100,000 |
| Arc PEC Reit | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 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 |
| Guichard Scholarship Project | $3,038 | $3,038 | $3,038 | $3,038 |
| Boys and Girls Club Bisbee AZ Project | $8,000 | $8,000 | $8,000 | $8,000 |
| Haiti Vitamins Oct Trip | $596 | $596 | $596 | $596 |
| Haiti Water Project Supplies | $8,126 | $8,126 | $8,126 | $8,126 |
| Shipping Supplies to Haiti | $4,648 | $4,648 | $4,648 | $4,648 |
| Montessori Preschool sewer project | $2,000 | $2,000 | $2,000 | $2,000 |
| Naco Orphanage | $3,400 | $3,400 | $3,400 | $3,400 |
| Haiti Permaculture education | $1,500 | $1,500 | $1,500 | $1,500 |
| Rosa Vera Fund | $1,000 | $1,000 | $1,000 | $1,000 |
| Belize Public Library | $1,000 | $1,000 | $1,000 | $1,000 |
| HBS | $1,000 | $1,000 | $1,000 | $1,000 |
| Rebuild it together | $1,000 | $1,000 | $1,000 | $1,000 |
| ISAP Goat Project | $900 | $900 | $900 | $900 |
| Supplies Haiti March Trip | $1,922 | $1,922 | $1,922 | $1,922 |
| Supplies Haiti Oct Trip | $5,017 | $5,017 | $5,017 | $5,017 |
| Meals | $1,050 | $1,050 | $1,050 | $1,050 |
| Misc | $1,352 | $1,352 | $1,352 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LJCooper Investment Management | $8,940 |
| RBS Investment Management | $1,000 |
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