WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-07
IRS object ID: 201331279349100758
Schema version: 2012v2.1
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 Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-07T12:06:23-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	135381590	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	7101 WISCONSIN AVE SUITE 800	AddressLine1
City	BETHESDA	City
State	MD	State
ZIP Code	208144827	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311734847	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WORLDWIDE SMALL CHANGE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WORL	NameControl
Phone	2024571600	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6000 E CANYON VISTA ROAD	AddressLine1
City	TUSCON	City
State	AZ	State
ZIP Code	857398700	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	ROY KAUFMANN	Name
Title	DIRECTOR	Title
Phone	2024571600	Phone
Date Signed	2013-05-08	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	LEO BRUETTE	Name
PTIN	P00237695	PTIN
Phone	3016544900	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1552074	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	323750	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	4167	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	4167	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	17382	DividendsRevAndExpnss
Dividends Net Invst Incm	17382	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	16390	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	634602	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	16390	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	361689	TotalRevenueAndExpenses
Total Net Investment Income	37939	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	22972	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	22972	OthEmplSlrsWgsDsbrsChrtblPrps
Legal Fees Rev And Expnss	565	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	565	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	13289	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	13289	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	13693	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	13693	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	22	TaxesRevAndExpnss
Taxes Net Invst Incm	22	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	51226	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	51226	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	101767	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	13715	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	88052	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	110459	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	110459	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	212226	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	13715	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	198511	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	149463	ExcessOfRevenueOverExpenses
Net Investment Income	24224	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	543425	CashBOY
Cash EOY	597166	CashEOY
Cash EOYFMV	597166	CashEOYFMV
Investments Corp Stock BOY	784177	InvestmentsCorpStockBOY
Investments Corp Stock EOY	776819	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	850818	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	0	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	104580	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	104090	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1327602	TotalAssetsBOY
Total Assets EOY	1478565	TotalAssetsEOY
Total Assets EOYFMV	1552074	TotalAssetsEOYFMV
Other Liabilities BOY	0	OtherLiabilitiesBOY
Other Liabilities EOY	1500	OtherLiabilitiesEOY
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	1500	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1327602	RetainedEarningsBOY
Retained Earnings EOY	1477065	RetainedEarningsEOY
Total Net Assets BOY	1327602	TotalNetAssetsBOY
Total Net Assets EOY	1477065	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1327602	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1478565	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1327602	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	149463	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1477065	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1477065	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (65 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
64 TIME WARNER	P	2000-01-01	2012-10-11	2909	14219	-11310	-11310
16 TIME WARNER CABLE	P	2009-03-03	2012-10-11	1556		1556	1556
5 AOL	P	2009-12-10	2012-10-11	171		171	171
400 ABB LTD ADR	P	2010-04-30	2012-05-21	6668	8116	-1448	-1448
170 ABB LTD ADR	P	2009-04-29	2012-05-04	3098	2578	520	520
30 ABB LTD ADR	P	2009-04-29	2012-05-21	500	455	45	45
620 ABB LTD ADR	P	2011-08-11	2012-05-04	11298	12374	-1076	-1076
370 ABB LTD ADR	P	2011-09-13	2012-05-04	6742	7049	-307	-307
950 CENTRAL FUND OF CANADA LTD	P	2011-12-19	2012-04-24	20364	18818	1546	1546
330 CENTRAL GOLD TRUST	P	2011-12-19	2012-04-24	20639	19481	1158	1158
235 COGNIZANT TECHNOLOGY SOLUTION	P	2011-06-27	2012-08-09	15155	16936	-1781	-1781
250 COGNIZANT TECHNOLOGY SOLUTION	P	2011-09-09	2012-08-09	16121	14831	1290	1290
10 CONOCOPHILLIPS	P	2010-04-30	2012-04-10	765	581	184	184
50 CONOCOPHILLIPS	P	2010-10-21	2012-04-10	3823	3062	761	761
60 CONOCOPHILLIPS	P	2011-03-01	2012-04-10	4587	4621	-34	-34
55 CONOCOPHILLIPS	P	2011-04-07	2012-04-10	4205	4384	-179	-179
140 EXXON MOBIL CORP	P	2011-03-25	2012-04-24	11968	11577	391	391
20 FIRST SOLAR INC	P	2009-09-21	2012-03-05	639	2879	-2240	-2240
50 FIRST SOLAR INC	P	2011-04-20	2012-03-05	1598	7001	-5403	-5403
35 FIRST SOLAR INC	P	2011-05-09	2012-03-05	1119	4421	-3302	-3302
45 FIRST SOLAR INC	P	2011-06-02	2012-03-05	1439	5355	-3916	-3916
145 GILEAD SCIENCES	P	2010-10-21	2012-12-21	10954	5468	5486	5486
150 JP MORGAN	P	2010-04-07	2012-02-15	5601	6798	-1197	-1197
50 JP MORGAN	P	2010-04-30	2012-07-18	1802	2178	-376	-376
70 JP MORGAN	P	2010-06-08	2012-07-18	2522	2797	-275	-275
180 JP MORGAN	P	2008-03-27	2012-02-15	6721	7707	-986	-986
25 JP MORGAN	P	2011-01-19	2012-02-15	933	1117	-184	-184
50 JP MORGAN	P	2011-01-19	2012-07-18	1802	2234	-432	-432
400 JP MORGAN	P	2011-09-30	2012-07-18	14413	12564	1849	1849
300 KELLOGG CO	P	2007-08-07	2012-02-03	14805	15687	-882	-882
170 NATIONAL OIL WELL VARGO	P	2011-08-25	2012-08-06	12343	10569	1774	1774
485 NETAPP INC	P	2011-11-29	2012-06-01	14368	16815	-2447	-2447
35 NEWMONT MINING CORP	P	2010-10-21	2012-03-15	1950	2184	-234	-234
40 NEWMONT MINING CORP	P	2011-01-19	2012-03-15	2228	2293	-65	-65
130 NEWMONT MINING CORP	P	2011-04-12	2012-03-15	7241	7569	-328	-328
340 NUANCE COMMUNICATION	P	2011-04-04	2012-06-27	7745	6667	1078	1078
450 NUANCE COMMUNICATION	P	2011-04-12	2012-06-27	10260	8772	1488	1488
489 NUANCE COMMUNICATION	P	2010-11-22	2012-06-27	11139	7977	3162	3162
105 O'REILLY AUTOMOTIVE INC	P	2011-04-07	2012-04-24	10140	6019	4121	4121
15 O'REILLY AUTOMOTIVE INC	P	2011-04-07	2012-06-11	1475	860	615	615
130 O'REILLY AUTOMOTIVE	P	2011-04-07	2012-09-19	10595	7452	3143	3143
50 O'REILLY AUTOMOTIVE	P	2011-08-11	2012-09-19	4075	2892	1183	1183
60 O'REILLY AUTOMOTIVE	P	2011-09-30	2012-02-15	4993	4114	879	879
120 PLAINS ALL AMERICAN PIPELINE	P	2009-09-21	2012-12-07	5569	2876	2693	2693
175 PLAINS ALL AMERICAN PIPELINE	P	2011-02-07	2012-12-03	8073	5631	2442	2442
395 PLAINS ALL AMERICAN PIPELINE	P	2011-02-07	2012-12-07	18332	12711	5621	5621
35 ROPER INDUSTRIES	P	2011-01-31	2012-01-06	3069	2632	437	437
70 ROPER INDUSTRIES	P	2011-04-07	2012-12-21	7721	6186	1535	1535
205 SCHLUMBERGER LTD	P	2011-08-04	2012-12-03	14467	18394	-3927	-3927
680 TEREX CORP NEW	P	2011-09-06	2012-03-07	16613	10872	5741	5741
155 US BANCORP	P	2011-09-30	2012-04-24	4860	3727	1133	1133
720 ABB LTD ADR	P	2012-01-06	2012-05-21	12002	14314	-2312	-2312
560 DEERE & CO	P	2012-01-06	2012-07-27	41209	44621	-3412	-3412
475 MARATHON PETROLEUM CORP	P	2012-02-03	2012-11-15	25755	18368	7387	7387
120 MONDELEZ INTERNATIONAL	P	2012-02-03	2012-08-08	4865	4591	274	274
1,350 FINANCIAL SELECT SECTOR	P	2012-02-03	2012-04-24	20722	19102	1620	1620
1,190 FINANCIAL SELECT SECTOR	P	2012-02-03	2012-10-01	18444	16838	1606	1606
90 NATIONAL OILWELL VARCO	P	2012-02-15	2012-08-06	6534	7421	-887	-887
25 SCHLUMBERGER LTD	P	2012-04-10	2012-12-03	1764	1722	42	42
545 XYLEM INC	P	2012-04-24	2012-09-13	13385	15188	-1803	-1803
145 XYLEM INC	P	2012-05-15	2012-09-13	3561	3727	-166	-166
350 ST JUDE MEDICAL	P	2012-06-01	2012-11-27	11710	13835	-2125	-2125
.333 KRAFT FOOD	P	2012-10-02	2012-10-10	16	14	2	2
100,000 AUSTRALIAN GOVT 4.75%	P	2010-11-29	2012-09-07	102343	95971	6372	6372
ETFS	P	2000-01-01	2012-12-31	119		119	119

Field	Value	IRS element (for citing)
Capital Gain Net Income	16390	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	198197	QualifyingDistributionsYear1
Noncharitable Assets Year1	1131714	NoncharitableAssetsYear1
Distribution Ratio Year1	0.175130	DistributionRatioYear1
Qualifying Distributions Year2	216189	QualifyingDistributionsYear2
Noncharitable Assets Year2	968740	NoncharitableAssetsYear2
Distribution Ratio Year2	0.223165	DistributionRatioYear2
Qualifying Distributions Year3	187236	QualifyingDistributionsYear3
Noncharitable Assets Year3	1380479	NoncharitableAssetsYear3
Distribution Ratio Year3	0.135631	DistributionRatioYear3
Qualifying Distributions Year4	187756	QualifyingDistributionsYear4
Noncharitable Assets Year4	759795	NoncharitableAssetsYear4
Distribution Ratio Year4	0.247114	DistributionRatioYear4
Qualifying Distributions Year5	178983	QualifyingDistributionsYear5
Noncharitable Assets Year5	713553	NoncharitableAssetsYear5
Distribution Ratio Year5	0.250834	DistributionRatioYear5
Total Distribution Ratio	1.031874	TotalDistributionRatio
Average Distribution Ratio	0.206375	AverageDistributionRatio
Net Noncharitable Assets	1282337	NetNoncharitableAssets
Adjusted Noncharitable Assets	264642	AdjustedNoncharitableAssets
One Percent Net Investment Income	242	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	264884	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	198511	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	484	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	484	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	484	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	521	EstTaxPaymentsAndOverpayment
Total Credits And Payments	521	TotalCreditsAndPayments
Overpayment	37	Overpayment
Amount Credited To Next Year	37	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	AZ	StatesFiledWith
States Filed With	MI	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	BDO USA LLP	BooksInCareOfPersonName
Books In Care Of Phone Number	3106544900	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	7101 WISCONSIN AVENUE SUITE 800	AddressLine1
City	BETHESDA	City
State	MD	State
ZIP Code	208144805	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JAY HARPER
6000 E CANYON VISTA ROAD	TUSCON	AZ	857398700	PRESIDENT AND DIRECTOR	1.00	0	0	0
ROY L KAUFMANN
1120 20TH STREET NW 300 SO LOBBY	WASHINGTON	DC	200363437	SECRETARY/TREASURER	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1237724	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	64141	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1301865	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1301865	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	19528	CashDeemedCharitable
Net Noncharitable Assets	1282337	NetNoncharitableAssets
Minimum Investment Return	64117	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	64117	MinimumInvestmentReturn
Tax Based On Investment Income	484	TaxBasedOnInvestmentIncome
Total Tax	484	TotalTax
Distributable Amount Before Adj	63633	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	63633	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	63633	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	198511	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	198511	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	198511	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	63633	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	144582	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	149841	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	118212	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	168218	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	141869	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	722722	TotalExcessDistriCarryover
Qualifying Distributions	198511	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	63633	AppliedToCurrentYear
Remaining Distri From Corpus	134878	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	857600	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	0	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	144582	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	713018	ExcessDistriCyovToNextYear
Excess From Year4	149841	ExcessFromYear4
Excess From Year3	118212	ExcessFromYear3
Excess From Year2	168218	ExcessFromYear2
Excess From Year1	141869	ExcessFromYear1
Excess From Current Year	134878	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	JAY HARPER	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
AMERICAN JEWISH WORLD SERVICES
45 WEST 36TH STREET	NEW YORK	NY	10018	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
CALIFORNIA INSTITUTE FOR BIODIVERSITY
5170 PARKRIDGE DRIVE	OAKLAND	CA	94619	N/A	PUBLIC CHARITY	CHARITABLE	$5,000
CHILDLIGHT FOUNDATION FOR AFGHAN CHILDREN
1959 S POWER ROAD SUITE 103-245	MESA	AZ	85206	N/A	PUBLIC CHARITY	CHARITABLE	$8,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD	BETHESDA	MD	20814	N/A	PUBLIC CHARITY	CHARITABLE	$3,000
DEVELOPMENTAL EDUCATION & RESEARCH
11205 N NELSON RIDGE ROAD	PRESCOTT	AZ	86305	N/A	PUBLIC CHARITY	CHARITABLE	$1,500
EARTHWATCH INSTITUTE
3 CLOCK TOWER PLACE SUITE 100 BOX	MAYNARD	MA	01754	N/A	PUBLIC CHARITY	CHARITABLE	$2,500	75
FOOD AND FRIENDS
219 RIGGS ROAD NE	WASHINGTON	DC	20011	N/A	PUBLIC CHARITY	CHARITABLE	$5,000
GLOBAL CAMPUSES FOUNDATION
PO BOX 3534	TUCSON	AZ	85722	N/A	PUBLIC CHARITY	CHARITABLECHARITABLE	$20,000
HEIFER PROJECT INTERNATIONAL
PO BOX 8058	LITTLE ROAD	AZ	72203	N/A	PUBLIC CHARITY	CHARITABLE	$1,500
HIGH COUNTRY EARLY INTERVENTION INC
3105 CLEARWATER DRIVE	PRESCOTT	AZ	86305	N/A	PUBLIC CHARITY	CHARITABLE	$1,500
IMMIGRATION EQUALITY
40 EXCHANGE PLACE 17TH FLOOR	NEW YORK	NY	10005	N/A	PUBLIC CHARITY	CHARITABLE	$1,250
INTERNATIONAL COMMUNITY FOUNDATION
11300 SORENTO VALLEY ROAD SUITE 115	SAN DIEGO	CA	92121	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
NATIONAL AQUARIUM IN BALTIMORE
501 EAST PRATT STREET	BALTIMORE	MD	21202	N/A	PUBLIC CHARITY	CHARITABLE	$959
NATIONAL CHILDREN'S CENTER INC FOUNDATION
6200 SECOND STREET NW	WASHINGTON	DC	20011	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
PROJECT EZRA
197 EAST BROADWAY	NEW YORK	NY	10002	N/A	PUBLIC CHARITY	CHARITABLE	$1,000
PURPLE MOUNTAIN INSTITUTE
11505 E CAMINO DEL DESERTO	TUCSON	AZ	85747	N/A	PUBLIC CHARITY	CHARITABLE;LISTTOTAL 22000	$15,000
SAVE SAN FRANCISCO BAY ASSOCIATION
350 FRANK OGAWA PLAZA SUITE 900	OAKLAND	CA	94612	N/A	PUBLIC CHARITY	CHARITABLE	$3,500
SOUTHERN ARIZONA AIDS FOUNDATION
375 SOUTH EUCLID AVENUE	TUCSON	AZ	85719	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
THE FABRETTO CHILDREN'S FOUNDATION INC
3124 10TH ST N 2	ARLINGTON	VA	22201	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
THE NATIONAL ALLIANCE FOR HISPANIC HEALTH
1501 16TH STREET NW	WASHINGTON	DC	200361401	N/A	PUBLIC CHARITY	CHARITABLE	$4,000
THE PRIMAVERA FOUNDATION
702 SOUTH 6TH AVENUE	TUCSON	AZ	85206	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
THE THEATER LAB INC
733 8TH STREET NW	WASHINGTON	DC	20001	N/A	PUBLIC CHARITY	CHARITABLE	$500
THE UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE 0059	LA JOLLA	CA	920930059	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
WASHINGTON INTERNATIONAL SCHOOL
3100 MACOMB STREET NW	WASHINGTON	DC	20008	N/A	PUBLIC CHARITY	CHARITABLE	$5,000
WHO FOUNDATION 1
PO BOX 816029	DALLAS	TX	753816029	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERITY PARK CAMPUS	LOS ANGELES	CA	90089	N/A	PUBLIC CHARITY	CHARITABLE	$500
BREATHE DC
P O BOX 31360	WASHINGTON	DC	20030	N/A	PUBLIC CHARITY	CHARITABLE	$1,500
FRIENDS OF THE CONGO
1629 K ST NW SUITE 300	WASHINGTON	DC	20006	N/A	PUBLIC CHARITY	CHARITABLE	$750
WASHINGTON JAZZ ART INSTITUTES
1409 DELAFIELD NW	WASHINGTON	DC	20011	N/A	PUBLIC CHARITY	CHARITABLE	$500
INSTITUTE OF WONDERFUL WOMEN FOR EMPOWERMENT
P O BOX 7869	WEST TRENTON	NJ	08628	N/A	PUBLIC CHARITY	CHARITABLE	$250
PACIFICA FOUNDATION
1925 MARTIN LUTHER KING JR WAY	BERKELEY	CA	94704	N/A	PUBLIC CHARITY	CHARITABLE	$1,000
HUMANE SOCIETY OF CHARLES COUNTY
71 INDUSTRIAL PARK DR	WALDORF	MD	20602	N/A	PUBLIC CHARITY	CHARITABLE	$250
BOYS OF DISTINCTION AND GIRLS OF GRACE
WILBUR II	TRENTON	NJ	08606	N/A	PUBLIC CHARITY	CHARITABLE	$500
CAUCUS SALVADORENO EMPRESARIAL INC
3501 14TH STREET NW	WASHINGTON	DC	20016	N/A	PUBLIC CHARITY	CHARITABLE	$3,000
KIDS SAVING THE RAINFOREST
C/O 20TH ST NW	WASHINGTON	DC	200361401	N/A	PUBLIC CHARITY	CHARITABLE	$500
THE COMMUNITY FOOD BANK
31 EVANS TERMINAL	HILLSIDE	NJ	07205	N/A	PUBLIC CHARITY	CHARITABLE	$5,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	110459	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4,167	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$17,382	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$16,390	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$37,939	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	37939	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	THE LOUISE G HARPER CHARITABLE LEAD	ContributorNameIndividual

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	C/O 1120 20TH STREET NW	AddressLine1
City	WASHINGTON	City
State	DC	State
ZIP Code	200363437	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	323750	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	PROFESSIONAL FEES	Category
Amount	$13,289	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	13289	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	100,000 TORONTO DOMINION BK	NameOfBond
EOY Book Value	104580	EOYBookValue
EOYFMV	104090	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (59 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
300 SHS KELLOGG CO	0	0
245 SHS MCDONALDS CORP	16716	21610
230 SHS PEPSICO INC	15292	15738
200 SHS PROCTER & GAMBLE	12610	13578
150 SHS FIRST SOLAR INC	0	0
925 SHS JPMORGAN CHASE & CO	0	0
1,340 SHS MICROSOFT CORPORATION	35724	35791
170 SHS NATIONAL OILWELL VARCO INC	0	0
1,045 SHS US BANCORP	25478	33377
315 SHS ABBOTT LABORATORIES	15461	20633
470 SHS AMERICAN ELECTRIC POWER	15809	20060
175 SHS CONOCOPHILLIPS	0	0
390 SHS DEVON ENERGY	27704	20296
345 PLAINS ALL AMERICAN PIPELINE	0	0
680 TEREX CORP NEW	0	0
150 SHS UNION PACIFIC CORP	13014	18858
1590 SHS ABB LTD ADR	0	0
555 SHS GILEAD SCIENCES INC	26031	40765
350 SHS LIBERTY GLOBAL INC C	11258	20563
163 SHS LIBERTY MEDIA STARZ SER A	10015	18910
205 SHS NEWMONT MINING CORP	0	0
1,279 SHS NUANCE COMMUNICATIONS INC	0	0
100,000 AUSTRALIAN GOVT	0	0
192 SHS TIME WARNER INC	0	0
755 SHS CENTRAL FUND OF CANADA	16878	15878
320 SHS BAXTER INTERNATIONAL	17605	21331
485 SHS COGNIZANT TECHNOLOGY	0	0
275 SHS ETFS PALLADIUM TRUST	0	0
290 EXXON MOBIL CORP	25677	25100
335 SHS MARKET VECTORS-BRAZIL SMALL	19618	14278
720 SHS MERCK & CO INC	25285	29477
485 SHS NETAPP INC	0	0
360 SHS O'REILLY AUTOMOTIVE INC	0	0
265 SHS OCCIDENTAL PETROLEUM CORP	26115	20302
590 QUALCOMM INC	33766	36497
370 ROPER INDUSTRIES INC	26778	41248
240 CENTRAL GOLD TRUST	14334	15067
585 SHS THE INDIA FUND INC	19381	12232
205 SHS SCHLUMBERGER LTD	0	0
1,185 SHS COLUMBIA US GOV	6790	6648
310 SHS AMERICAN EXPRESS	16438	17819
395 SHS CVS/CAREMARK CO	18063	19098
480 SHS DISNEY (THE WALT)	19867	23899
325 SHS ETFS PALLADIUM TRUST	21138	22496
1,400 GENERAL ELECTRIC CO	28327	29386
550 GENERAL MILLS	21278	22231
30 GOOGLE INC A	18189	21221
420 MACY'S INC	16973	16388
295 MONDELEZ INTERNATIONAL	7345	7509
305 PNC FINANCIAL SERVICES	19616	17785
155 PIONEER NATURAL RESOURCES	16193	16521
375 TJX COMPANIES	16510	15919
190 TRACTOR SUPPLY CO	18973	16788
850 WEYERHAEUSER CO	19957	23647
1,855 ABERDEEN ASIA PACIFIC	14079	14358
240 BARRICK GOLD CORP	10916	8402
595 GRUPO TELEVISA SA	14773	15815
565 SCOUT INTERNATIONAL FUND	16916	18843
98 KRAFT FOOD GROUP	3929	4456

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	KERR, RUSSELL	Category
Amount	$565	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	565	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES	656	656
INSURANCE	49070	49070
OFFICE EXPENSES	1500	1500

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DUE TO RICHARD VANDEMARK	Description
BOY Book Value	0	BOYBookValue
EOY Book Value	1500	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVERNESS COUNSEL FEES	Category
Amount	$13,693	Amount
Net Investment Income	13693	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	Category
Amount	$22	Amount
Net Investment Income	22	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (65 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Contributor Address US ContributorAddressUS

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (59 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments