WOMEN AND CHILDRENS HOPE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- WOMEN AND CHILDRENS HOPE FOUNDATION (EIN 20-3209276)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-24
- IRS object ID
- 201331759349100013
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-24T12:25:33-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LJCOOPER TAX STRATEGIES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203209276 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOMEN AND CHILDRENS HOPE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOME | NameControl |
| Phone | 8012212939 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIELLE BOUCHEVER | Name |
| Title | OFFICER | Title |
| Phone | 8012212939 | Phone |
| Date Signed | 2013-06-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY K WHIPPLE | Name |
| Phone | 8012212939 | Phone |
| Date Prepared | 2013-06-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1756000 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 18504 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18504 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 18504 | DividendsAdjNetIncm |
| Capital Gain Net Incm Net Invst Incm | 38322 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 38322 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 24504 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56826 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 56826 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 600 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9940 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9940 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 9940 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 9940 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7798 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 7798 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 7798 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 7798 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 18112 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 18112 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 18112 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 18112 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 511 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 511 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 511 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 511 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 55113 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 55113 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 55113 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 55113 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 92074 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 92074 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 92074 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 92074 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95574 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 92074 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 92074 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 95574 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -71070 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 351585 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18000 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1340068 | InvestmentsOtherBOY |
| Investments Other EOY | 1738000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1738000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1691653 | TotalAssetsBOY |
| Total Assets EOY | 1756000 | TotalAssetsEOY |
| Total Assets EOYFMV | 1756000 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1691653 | RetainedEarningsBOY |
| Retained Earnings EOY | 1756000 | RetainedEarningsEOY |
| Total Net Assets BOY | 1691653 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1756000 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1691653 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1756000 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1691653 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -71070 | ExcessOfRevenueOverExpenses |
| Other Increases | 135417 | OtherIncreases |
| Subtotal | 1756000 | Subtotal |
| Total Net Assets Fund Balances EOY | 1756000 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (33 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 229 Shares IEI | P | 2012-08-01 | 2012-09-04 | 28297 | 0 | 28313 | -16 | 0 | 0 | 0 | -16 |
| 326 Shares IJH | P | 2012-09-04 | 2012-10-01 | 31922 | 0 | 31878 | 44 | 0 | 0 | 0 | 44 |
| 249 Shares IVV | P | 2012-07-03 | 2012-09-04 | 35114 | 0 | 34244 | 870 | 0 | 0 | 0 | 870 |
| 224 Shares IVV | P | 2012-10-01 | 2012-11-01 | 32062 | 0 | 32554 | -492 | 0 | 0 | 0 | -492 |
| 424 Shares IWM | P | 2012-07-03 | 2012-08-01 | 33114 | 0 | 34364 | -1250 | 0 | 0 | 0 | -1250 |
| 4 Shares IWM | P | 2012-09-04 | 2012-10-01 | 333 | 0 | 326 | 7 | 0 | 0 | 0 | 7 |
| 387 Shares IWM | P | 2012-09-04 | 2012-11-01 | 31734 | 0 | 31505 | 229 | 0 | 0 | 0 | 229 |
| 338 Shares UST | P | 2012-08-01 | 2012-09-04 | 19415 | 0 | 19532 | -117 | 0 | 0 | 0 | -117 |
| 243 Shares MVV | P | 2012-09-04 | 2012-10-01 | 16561 | 0 | 16629 | -68 | 0 | 0 | 0 | -68 |
| 356 Shares UWM | P | 2012-07-03 | 2012-08-01 | 13674 | 0 | 14867 | -1193 | 0 | 0 | 0 | -1193 |
| 15 Shares UWM | P | 2012-09-04 | 2012-10-01 | 664 | 0 | 629 | 35 | 0 | 0 | 0 | 35 |
| 378 Shares UWM | P | 2012-09-04 | 2012-11-01 | 16126 | 0 | 15850 | 276 | 0 | 0 | 0 | 276 |
| 267 Shares SSO | P | 2012-07-03 | 2012-09-04 | 15455 | 0 | 14749 | 706 | 0 | 0 | 0 | 706 |
| 272 Shares SSO | P | 2012-10-01 | 2012-11-01 | 16298 | 0 | 16818 | -520 | 0 | 0 | 0 | -520 |
| 7400 Shares US Gold Corp | P | 2011-12-08 | 2012-01-25 | 41807 | 0 | 35672 | 6135 | 0 | 0 | 0 | 6135 |
| 5200 Shares US Gold Corp | P | 2011-10-31 | 2012-01-25 | 29329 | 0 | 23924 | 5405 | 0 | 0 | 0 | 5405 |
| 5200 Shares US Gold Corp | P | 2011-10-31 | 2012-01-25 | 29314 | 0 | 23885 | 5429 | 0 | 0 | 0 | 5429 |
| 100 Shares US Gold Corp | P | 2011-10-31 | 2012-01-25 | 565 | 0 | 459 | 106 | 0 | 0 | 0 | 106 |
| 11800 Shares US Gold Corp | P | 2011-11-02 | 2012-01-25 | 66429 | 0 | 51281 | 15148 | 0 | 0 | 0 | 15148 |
| Ridge Worth Us Govt Ultra Short | P | 2012-02-06 | 2012-03-23 | 202750 | 0 | 202400 | 350 | 0 | 0 | 0 | 350 |
| Ridge Worth Us Govt Ultra Short | P | 2012-02-06 | 2012-05-14 | 91356 | 0 | 91086 | 270 | 0 | 0 | 0 | 270 |
| 4352 Shares Mcewen Mining | P | 2012-04-03 | 2012-08-21 | 17190 | 0 | 18149 | -959 | 0 | 0 | 0 | -959 |
| 2400 Shares Mcewen Mining | P | 2012-04-03 | 2012-08-21 | 9492 | 0 | 9997 | -505 | 0 | 0 | 0 | -505 |
| 5900 Shares Mcewen Mining | P | 2012-04-03 | 2012-08-21 | 23274 | 0 | 24176 | -902 | 0 | 0 | 0 | -902 |
| 600 Shares Mcewen Mining | P | 2012-04-03 | 2012-08-21 | 2369 | 0 | 2496 | -127 | 0 | 0 | 0 | -127 |
| 5200 Shares Mcewen Mining | P | 2012-04-04 | 2012-08-21 | 20489 | 0 | 20928 | -439 | 0 | 0 | 0 | -439 |
| 18348 Shares Mcewen Mining | P | 2012-04-04 | 2012-08-21 | 72192 | 0 | 70985 | 1207 | 0 | 0 | 0 | 1207 |
| 51900 Shares Mcewen Mining | P | 2012-05-16 | 2012-08-21 | 203957 | 0 | 140816 | 63141 | 0 | 0 | 0 | 63141 |
| 300 Shares Mcewen Mining | P | 2012-05-16 | 2012-08-21 | 1182 | 0 | 675 | 507 | 0 | 0 | 0 | 507 |
| Ridge Worth Us Govt Ultra Short | P | 2012-10-03 | 2012-12-06 | 305350 | 0 | 306000 | -650 | 0 | 0 | 0 | -650 |
| 14000 Shares Mcewen mining | P | 2012-10-06 | 2012-12-11 | 52644 | 0 | 49555 | 3089 | 0 | 0 | 0 | 3089 |
| 14190 Shares Mcewen Mining | P | 2012-12-20 | 2012-12-26 | 54621 | 0 | 50123 | 4498 | 0 | 0 | 0 | 4498 |
| Vail Property Sale | D | 2012-12-31 | 2012-05-15 | 588108 | 0 | 650000 | -61892 | 0 | 0 | 0 | -61892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 38322 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 38322 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 70571 | QualifyingDistributionsYear1 |
| Net Noncharitable Assets | 1666278 | NetNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 0 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 95574 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | UT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | true | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TIMOTHY K WHIPPLE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8012212939 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| T SLOANE BOUCHEVER | ||||||||
| 8258 S LONGBAR RANCH PL | VAIL | AZ | 85641 | Officer | 5.00 | 0 | 0 | 0 |
| DANIELLE BOUCHEVER | ||||||||
| 8258 S LONGBAR RANCH PL | VAIL | AZ | 85641 | 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 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Haiti Health Initiative water project.Helped fixed Water supply to an area of villiages in Haiti. | Description1 |
| Expenses1 | 15310 | Expenses1 |
| Description2 | Boys and Girls Club of Bisbee Arizona.Helped estabilish and fund a summer youth program. | Description2 |
| Expenses2 | 8000 | Expenses2 |
| Description3 | Haiti Health Initiative. Helped plan and sponsortwo 2012 Humanitarian trip to Haiti durring which many childrenand their caregivers received medical treatment from team. | Description3 |
| Expenses3 | 27990 | Expenses3 |
| Description4 | Cochise College Nursing schlorship program for underprivaleged womenin need. Worked with the college to estabolish and fund program. | Description4 |
| Expenses4 | 6750 | Expenses4 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1340068 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 351585 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1691653 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1691653 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25375 | CashDeemedCharitable |
| Net Noncharitable Assets | 1666278 | NetNoncharitableAssets |
| Minimum Investment Return | 83314 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 95574 | ExpensesAndContributions |
| Qualifying Distributions | 95574 | QualifyingDistributions |
| Adj Qualifying Distributions | 95574 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 95574 | QualifyingDistributions |
| Remaining Distri From Corpus | 95574 | RemainingDistriFromCorpus |
| Total Corpus | 95574 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 95574 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 95574 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2008-07-22 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 83314 | CurrentYear |
| Year1 | 51565 | Year1 |
| Year2 | 54061 | Year2 |
| Year3 | 53165 | Year3 |
| Total | 242105 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 70817 | CurrentYear |
| Year1 | 43830 | Year1 |
| Year2 | 45952 | Year2 |
| Year3 | 45190 | Year3 |
| Total | 205789 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 95574 | CurrentYear |
| Year1 | 70571 | Year1 |
| Year2 | 100552 | Year2 |
| Year3 | 233844 | Year3 |
| Total | 500541 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 95574 | CurrentYear |
| Year1 | 70571 | Year1 |
| Year2 | 100552 | Year2 |
| Year3 | 233844 | Year3 |
| Total | 500541 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1756000 | CurrentYear |
| Year1 | 1046995 | Year1 |
| Year2 | 1097694 | Year2 |
| Year3 | 1079502 | Year3 |
| Total | 4980191 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 1756000 | CurrentYear |
| Year1 | 1046995 | Year1 |
| Year2 | 1097694 | Year2 |
| Year3 | 1079502 | Year3 |
| Total | 4980191 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | T SLOANE AND DANIELLE BOUCHEVER | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ROSA VERA FUND | ||||||
| 614 ARIZONA STREET | BIZBEE | AZ | 85603 | 501 c 3 | Lunches for Training Volunteers | $1,000 |
| NAU | ||||||
| 601 S KNOLES DR | FLAGSTAFF | AZ | 86011 | 501 c 3 | Scholarship | $1,500 |
| MALI WIDWIVES | ||||||
| 4633 SCHENLEY RD | BALTIMORE | MD | 21210 | 501 c 3 | Trip Sponsorship | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,504 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $38,322 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,826 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 56826 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | PETER AND MARSHA BADANES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15644 EAST TUMBLING Q RANCH PLACE | AddressLine1 |
| City | VAIL | City |
| State | AZ | State |
| ZIP Code | 85641 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LJCooper Tax Preparation | Category |
| Amount | $600 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| Schwab Institutional Account 4185-6407 | 1358000 | 1358000 |
| Europacific Account | 32000 | 32000 |
| Pacific Office Properties | 100000 | 100000 |
| Terra | 150000 | 150000 |
| HBC | 98000 | 98000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (17 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Cochise College Scholarship Project | 6750 | 6750 | 6750 | 6750 |
| Guichard Scholarship Project | 4201 | 4201 | 4201 | 4201 |
| Vitamins Haiti March Trip | 1900 | 1900 | 1900 | 1900 |
| Supplies March Trip | 3480 | 3480 | 3480 | 3480 |
| Video Equipment March Trip | 539 | 539 | 539 | 539 |
| Boys and Girls Club Bisbee AZ Project | 8000 | 8000 | 8000 | 8000 |
| Haiti Border Solutions | 1500 | 1500 | 1500 | 1500 |
| Rebuild it Together Project | 1000 | 1000 | 1000 | 1000 |
| Haiti Vitamins Oct Trip | 1785 | 1785 | 1785 | 1785 |
| Haiti Expense Oct Trip | 2174 | 2174 | 2174 | 2174 |
| Haiti Water Project Supplies | 2122 | 2122 | 2122 | 2122 |
| Shipping Supplies to Haiti | 13188 | 13188 | 13188 | 13188 |
| Montessori Preschool sewer project | 2000 | 2000 | 2000 | 2000 |
| Naco Orphanage | 1713 | 1713 | 1713 | 1713 |
| Haiti Shoe Project | 2994 | 2994 | 2994 | 2994 |
| Haiti Permaculture education | 767 | 767 | 767 | 767 |
| Global Compas Foundation | 1000 | 1000 | 1000 | 1000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gains on Investments | Description |
| Amount | $135,417 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| LJCooper Investment Management | $8,940 |
| RBS Investment Management | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Propert Tax On Vail Land | Category |
| Amount | $7,798 | Amount |
| Net Investment Income | 7798 | NetInvestmentIncome |
| Adjusted Net Income | 7798 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7798 | DisbursementsCharitablePrps |
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