WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-01
- IRS object ID
- 201201229349100230
- Schema version
- 2011v1.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-01T15:58:12-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-05-01 | 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 | 2011 | 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 | 1331939 | 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 | 4854 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4854 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13288 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13288 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6823 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 643744 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6823 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 348715 | TotalRevenueAndExpenses |
| Total Net Investment Income | 24965 | 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 | 22732 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 22732 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 518 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 518 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14059 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14059 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11960 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11960 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 89 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 89 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 34513 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 34513 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 83871 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12049 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 71822 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 126375 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 126375 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 210246 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12049 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 198197 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 138469 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12916 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 548036 | CashBOY |
| Cash EOY | 543425 | CashEOY |
| Cash EOYFMV | 543425 | CashEOYFMV |
| Investments Corp Stock BOY | 640499 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 784177 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 788514 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1188535 | TotalAssetsBOY |
| Total Assets EOY | 1327602 | TotalAssetsEOY |
| Total Assets EOYFMV | 1331939 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 1188535 | RetainedEarningsBOY |
| Retained Earnings EOY | 1327602 | RetainedEarningsEOY |
| Total Net Assets BOY | 1188535 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1327602 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1188535 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1327602 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1188535 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 138469 | ExcessOfRevenueOverExpenses |
| Other Increases | 598 | OtherIncreases |
| Subtotal | 1327602 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1327602 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (98 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 |
|---|---|---|---|---|---|---|---|
| 1,484 ACTIVISION BLIZZARD INC | P | 2010-04-14 | 2011-03-01 | 15975 | 18573 | -2598 | -2598 |
| 200 AECOM TECHNOLOGY CORP | P | 2009-07-22 | 2011-10-17 | 3919 | 6376 | -2457 | -2457 |
| 600 AECOM TECHNOLOGY CORP | P | 2010-10-21 | 2011-10-17 | 11755 | 15336 | -3581 | -3581 |
| 180 AGNICO EAGLE MINES LTD | P | 2007-08-07 | 2011-12-07 | 7868 | 7646 | 222 | 222 |
| 300 ALBERTO CULVER CO | P | 2009-03-09 | 2011-03-15 | 11151 | 6728 | 4423 | 4423 |
| 150 ALBERTO CULVER CO | P | 2010-03-17 | 2011-03-15 | 5575 | 4142 | 1433 | 1433 |
| 35 APPLE INC | P | 2010-08-30 | 2011-01-31 | 12000 | 8482 | 3518 | 3518 |
| 30 BANK OF NEW YORK MELLON | P | 2009-03-09 | 2011-08-02 | 756 | 668 | 88 | 88 |
| 70 BANK OF NEW YORK MELLON | P | 2009-03-09 | 2011-09-30 | 1341 | 1558 | -217 | -217 |
| 200 BANK OF NEW YORK MELLON | P | 2010-04-07 | 2011-09-30 | 3832 | 6256 | -2424 | -2424 |
| 150 BARD (CR) INC | P | 2007-08-07 | 2011-01-19 | 13804 | 12059 | 1745 | 1745 |
| 130 CHEVRON CORP | P | 2010-02-01 | 2011-03-25 | 13698 | 9601 | 4097 | 4097 |
| 110 CHEVRON CORP | P | 2010-11-22 | 2011-03-25 | 11590 | 9070 | 2520 | 2520 |
| 200 CISCO SYSTEM INC | P | 2010-04-30 | 2011-03-01 | 3661 | 5489 | -1828 | -1828 |
| 450 CISCO SYSTEM INC | P | 2007-08-07 | 2011-03-01 | 8237 | 13487 | -5250 | -5250 |
| 95 CONOPHILLIPS | P | 2009-10-26 | 2011-05-09 | 6999 | 5013 | 1986 | 1986 |
| 30 CONOPHILLIPS | P | 2010-04-30 | 2011-05-09 | 2210 | 1742 | 468 | 468 |
| 200 CORNING INC | P | 2009-06-15 | 2011-03-01 | 4506 | 3288 | 1218 | 1218 |
| 410 CORNING INC | P | 2010-01-06 | 2011-03-01 | 9237 | 7998 | 1239 | 1239 |
| 150 BDOLBY LABORATORIES | P | 2011-08-30 | 2011-06-27 | 6372 | 8084 | -1712 | -1712 |
| 25 DOLBY LABORATORIES | P | 2010-10-21 | 2011-06-27 | 1062 | 1541 | -479 | -479 |
| 5 FIRST SOLAR INC | P | 2008-08-04 | 2011-12-19 | 169 | 1418 | -1249 | -1249 |
| 20 FIRST SOLAR INC | P | 2009-03-09 | 2011-12-19 | 674 | 2292 | -1618 | -1618 |
| 50 FIRST SOLAR INC | P | 2009-07-13 | 2011-02-01 | 7558 | 7492 | 66 | 66 |
| 200 FIRSTENERGY CORP | P | 2009-03-09 | 2011-03-22 | 7227 | 7938 | -711 | -711 |
| 600 HUDSON CITY BANCORP | P | 2010-06-08 | 2011-03-15 | 5973 | 7778 | -1805 | -1805 |
| 350 KRAFT FOODS INC | P | 2010-06-08 | 2011-01-19 | 11019 | 10386 | 633 | 633 |
| .0387 LIBERTY MEDIA STARZ | P | 2010-07-27 | 2011-11-30 | 3 | 2 | 1 | 1 |
| 400 MACY'S INC | P | 2010-08-30 | 2011-03-01 | 9184 | 7968 | 1216 | 1216 |
| 100 MACY'S INC | P | 2010-10-21 | 2011-03-01 | 2296 | 2405 | -109 | -109 |
| 75 MORGAN STANLEY | P | 2009-04-19 | 2011-03-01 | 2166 | 1678 | 488 | 488 |
| 200 MORGAN STANLEY | P | 2010-04-07 | 2011-03-01 | 5776 | 5926 | -150 | -150 |
| 155 MORGAN STANLEY | P | 2010-10-21 | 2011-03-01 | 4476 | 3942 | 534 | 534 |
| 125 NATIONAL OIL WELL VARCO | P | 2010-04-09 | 2011-02-14 | 9585 | 5380 | 4205 | 4205 |
| 25 NATIONAL OIL WELL VARCO | P | 2010-06-08 | 2011-02-14 | 1916 | 897 | 1019 | 1019 |
| 105 NATIONAL OIL WELL VARCO | P | 2010-06-08 | 2011-03-25 | 8258 | 3767 | 4491 | 4491 |
| 45 NATIONAL OIL WELL VARCO | P | 2010-06-08 | 2011-05-17 | 3049 | 1614 | 1435 | 1435 |
| 100 NATIONAL OIL WELL VARCO | P | 2010-07-27 | 2011-05-17 | 6777 | 3773 | 3004 | 3004 |
| 215 NUANCE COMMUNICATIONS | P | 2010-11-22 | 2011-10-21 | 4956 | 3507 | 1449 | 1449 |
| 115 NEWMONT MINING CORP | P | 2010-07-27 | 2011-12-19 | 7107 | 6739 | 368 | 368 |
| 25 NEWMONT MINING | P | 2010-10-21 | 2011-12-19 | 1545 | 1560 | -15 | -15 |
| 650 PETROHAWK ENERGY CORP | P | 2010-11-22 | 2011-07-20 | 24869 | 11645 | 13224 | 13224 |
| 220 SOUTHERN CO | P | 2009-09-21 | 2011-08-26 | 8870 | 7003 | 1867 | 1867 |
| 50 SPDR GOLD TRUST | P | 2009-03-09 | 2011-04-21 | 7284 | 4505 | 2779 | 2779 |
| 75 SPDR GOLD TRUST | P | 2009-04-13 | 2011-05-09 | 11072 | 6527 | 4545 | 4545 |
| 95 TAIWAN SEMICONDUCTOR MFG | P | 2009-03-09 | 2011-01-19 | 1266 | 869 | 397 | 397 |
| 700 TAIWAN SEMICONDUCTOR MFG | P | 2009-07-22 | 2011-01-19 | 9325 | 6406 | 2919 | 2919 |
| 3 TAIWAN SEMICONDUCTOR MFG | P | 2009-08-14 | 2011-01-19 | 40 | 27 | 13 | 13 |
| 200 TECK RESOURCES LIMITED | P | 2010-09-16 | 2011-11-01 | 8010 | 7952 | 58 | 58 |
| 345 TEREX CORP NEW | P | 2009-07-22 | 2011-03-01 | 11436 | 4478 | 6958 | 6958 |
| 80 TEVA PHARM INDS | P | 2010-04-30 | 2011-08-12 | 3047 | 4866 | -1819 | -1819 |
| 2 TEVA PHARM INDS | P | 2010-10-21 | 2011-08-02 | 91 | 108 | -17 | -17 |
| 70 TAVE PHARM INDS | P | 2010-10-21 | 2011-08-12 | 2666 | 3810 | -1144 | -1144 |
| 198 TEVA PHARM INDS | P | 2007-08-07 | 2011-08-02 | 9050 | 8817 | 233 | 233 |
| 150 TIME WARNER INC | P | 2010-04-07 | 2011-10-19 | 4978 | 4718 | 260 | 260 |
| 175 TIME WARNER INC | P | 2010-06-08 | 2011-10-19 | 5808 | 5487 | 321 | 321 |
| 100 TIME WARNER INC | P | 2010-10-21 | 2011-10-19 | 3319 | 3160 | 159 | 159 |
| 150 TRACTOR SUPPLY CO | P | 2010-04-07 | 2011-03-01 | 7502 | 4420 | 3082 | 3082 |
| 50 UNION PACIFIC CORP | P | 2009-05-19 | 2011-06-02 | 5167 | 2315 | 2852 | 2852 |
| 75 UNION PACIFIC CORP | P | 2009-07-22 | 2011-06-02 | 7751 | 4289 | 3462 | 3462 |
| 45 UNION PACIFIC | P | 2010-04-30 | 2011-06-02 | 4651 | 3445 | 1206 | 1206 |
| 90 URS CORP | P | 2008-08-04 | 2011-01-19 | 3680 | 3884 | -204 | -204 |
| 210 URS CORP | P | 2008-08-15 | 2011-01-19 | 8587 | 9517 | -930 | -930 |
| 750 GOL LINHAS AEEAS INTEL | P | 2011-01-19 | 2011-03-01 | 9790 | 12256 | -2466 | -2466 |
| 300 ACTIVISION BLIZZARD INC | P | 2011-01-19 | 2011-03-01 | 3229 | 3626 | -397 | -397 |
| 240 COARCH INC | P | 2011-01-19 | 2011-03-01 | 12857 | 12956 | -99 | -99 |
| 670 CVS/CARMARK CORP | P | 2011-01-19 | 2011-08-11 | 21945 | 23254 | -1309 | -1309 |
| 15 CHEVRON CORP | P | 2011-01-19 | 2011-03-25 | 1580 | 1387 | 193 | 193 |
| 55 GREENHILL & CO INC | P | 2011-01-19 | 2011-07-20 | 2548 | 4471 | -1923 | -1923 |
| 45 GREENHILL & CO INC | P | 2011-01-19 | 2011-07-21 | 2268 | 3658 | -1390 | -1390 |
| 65 GREENHILL & CO INC | P | 2011-01-19 | 2011-09-30 | 1959 | 5284 | -3325 | -3325 |
| 225 LIFE TECH CORP | P | 2011-01-19 | 2011-11-18 | 9220 | 12618 | -3398 | -3398 |
| 50 TEVA PHARM INDS | P | 2011-01-19 | 2011-08-12 | 1904 | 2727 | -823 | -823 |
| 100 AECOM TECHNOLOGY CORP | P | 2011-01-19 | 2011-10-17 | 1959 | 2785 | -826 | -826 |
| 100 CHEVRON CORP | P | 2011-02-07 | 2011-03-25 | 10537 | 9557 | 980 | 980 |
| 440 AECOM TECHNOLOGY CORP | P | 2011-02-07 | 2011-10-17 | 8620 | 13086 | -4466 | -4466 |
| 400 GOL LINHAS AEREAS INTEL | P | 2011-02-07 | 2011-03-01 | 5222 | 5883 | -661 | -661 |
| 470 PETROHAWK ENERGY CORP | P | 2011-02-07 | 2011-07-20 | 17982 | 9563 | 8419 | 8419 |
| 95 DOLBY LABORATORIES | P | 2011-02-14 | 2011-06-27 | 4035 | 5174 | -1139 | -1139 |
| 55 LIFE TECH CORP | P | 2011-02-14 | 2011-11-18 | 2254 | 2944 | -690 | -690 |
| 75 TECK RESOURCES LIMITED | P | 2011-02-14 | 2011-11-01 | 3004 | 4379 | -1375 | -1375 |
| 770 CENTRAL FUND OF CANADA | P | 2011-03-01 | 2011-09-30 | 16777 | 16378 | 399 | 399 |
| 150 CONOCOPHILLIPS | P | 2011-03-01 | 2011-07-06 | 11269 | 11552 | -283 | -283 |
| 50 FIRST SOLAR INC | P | 2011-03-15 | 2011-12-19 | 1685 | 7090 | -5405 | -5405 |
| 270 MASCO CORP | P | 2011-03-22 | 2011-09-06 | 2380 | 3737 | -1357 | -1357 |
| 180 TECK RESOURCES LIMITED | P | 2011-04-07 | 2011-11-01 | 7209 | 10217 | -3008 | -3008 |
| 195 AGNICO EAGLE MINES LTD | P | 2011-04-07 | 2011-12-07 | 8524 | 12629 | -4105 | -4105 |
| 1,110 MASCO CORP | P | 2011-04-12 | 2011-09-06 | 9783 | 15672 | -5889 | -5889 |
| 90 CENTRAL GOLD TRUST | P | 2011-04-12 | 2011-04-21 | 5095 | 4942 | 153 | 153 |
| 85 CENTRAL GOLD TRUST | P | 2011-04-12 | 2011-09-30 | 5663 | 4668 | 995 | 995 |
| 125 DOLBY LABORATORIES | P | 2011-04-12 | 2011-06-27 | 5310 | 6366 | -1056 | -1056 |
| 700 STILL WATER MINING CO | P | 2011-04-21 | 2011-09-13 | 10098 | 13924 | -3826 | -3826 |
| 700 STILL WATER MINING CO | P | 2011-04-21 | 2011-09-13 | 10098 | 13958 | -3860 | -3860 |
| 585 GOL LINHAS AEREAS INTEL | P | 2011-05-17 | 2011-09-06 | 4470 | 7753 | -3283 | -3283 |
| 350 GOL LINHAS AEREAS INTEL | P | 2011-06-02 | 2011-09-06 | 2674 | 4384 | -1710 | -1710 |
| 430 TEREX CORP NEW | P | 2011-09-06 | 2011-10-21 | 5627 | 6875 | -1248 | -1248 |
| 310 TECK RESOURCES | P | 2011-09-13 | 2011-11-01 | 12416 | 13321 | -905 | -905 |
| SPDR GOLD | P | 2000-01-01 | 2011-12-31 | 22 | 22 | 22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6823 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 216189 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 968740 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.223165 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 187236 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1380479 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.135631 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 187756 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 759795 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.247114 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 178983 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 713553 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.250834 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 150683 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 54792 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 2.750091 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.606835 | TotalDistributionRatio |
| Average Distribution Ratio | 0.721367 | AverageDistributionRatio |
| Net Noncharitable Assets | 1131714 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 816381 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 129 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 816510 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 198197 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 258 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 258 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 258 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 779 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 779 | TotalCreditsAndPayments |
| Overpayment | 521 | Overpayment |
| Amount Credited To Next Year | 521 | 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 | 1090729 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 58219 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1148948 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1148948 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17234 | CashDeemedCharitable |
| Net Noncharitable Assets | 1131714 | NetNoncharitableAssets |
| Minimum Investment Return | 56586 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 56586 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 258 | TaxBasedOnInvestmentIncome |
| Total Tax | 258 | TotalTax |
| Distributable Amount Before Adj | 56328 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 56328 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 56328 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 198197 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 198197 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 198197 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 56328 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 149083 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 144582 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 149841 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 118212 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 168218 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 729936 | TotalExcessDistriCarryover |
| Qualifying Distributions | 198197 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 56328 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 141869 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 871805 | 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 | 149083 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 722722 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 144582 | ExcessFromYear4 |
| Excess From Year3 | 149841 | ExcessFromYear3 |
| Excess From Year2 | 118212 | ExcessFromYear2 |
| Excess From Year1 | 168218 | ExcessFromYear1 |
| Excess From Current Year | 141869 | 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 (35 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 |
|---|---|---|---|---|---|---|---|---|
| ARTIFACT DANCE PROJECT | ||||||||
| PO BOX 43605 | TUCSON | AZ | 857333605 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| 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 | $7,500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 | |
| 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 |
| THE FABRETTO CHILDREN'S FOUNDATION INC | ||||||||
| 3124 10TH ST N 2 | ARLINGTON | VA | 22201 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| 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 | $5,000 | |
| HEARTS INC | ||||||||
| 12112 RANCHO VISTOSO BLVD | ORO VALLEY | AZ | 85755 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| 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 | |
| KIN-WHITMAN WALKER CLINIC | ||||||||
| 1701 14TH STREET NW | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | CHARITABLE | $375 | |
| NATIONAL AQUARIUM IN BALTIMORE | ||||||||
| 501 EAST PRATT STREET | BALTIMORE | MD | 21202 | N/A | PUBLIC CHARITY | CHARITABLE | $750 | |
| NATIONAL CHILDREN'S CENTER INC FOUNDATION | ||||||||
| 6200 SECOND STREET NW | WASHINGTON | DC | 20011 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 | |
| PARTNERS IN RURAL HEALTH | ||||||||
| 501 NORTH COLUMBIA ROAD | GRAND FORKS | ND | 582029037 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 | |
| PEDIATRIC AIDSHIV CARE INC | ||||||||
| PO BOX 77543 | WASHINGTON | DC | 200137543 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 | |
| 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 | $22,000 | |
| THE UC SAN DIEGO FOUNDATION | ||||||||
| 9500 GILMAN DRIVE 0059 | LA JOLLA | CA | 920930059 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| SAVE SAN FRANCISCO BAY ASSOCIATION | ||||||||
| 350 FRANK OGAWA PLAZA SUITE 900 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | CHARITABLE | $3,500 | |
| JOHN HOPKINS UNIVERSITY | ||||||||
| 1900 EAST MONUMENT STREET | BALTIMORE | MD | 21205 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| SOUTHERN ARIZONA AIDS FOUNDATION | ||||||||
| 375 SOUTH EUCLID AVENUE | TUCSON | AZ | 85719 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| THE CURE STARTS NOW | ||||||||
| 10280 CHESTER ROAD | CINCINNATI | OH | 45215 | N/A | PUBLIC CHARITY | CHARITABLE | $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 | $2,500 | |
| E GRUPO CYCLING | ||||||||
| 23 W 4TH STREET | TUCSON | AZ | 85705 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 | |
| TUCSON FOOD BANK | ||||||||
| 3003 S COUNTRY CLUB RD 221 | TUCSON | AZ | 857134084 | N/A | PUBLIC CHARITY | CHARITABLE | $12,500 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 126375 | 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 | $4,854 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,288 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,823 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,965 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 24965 | 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 | $14,059 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14059 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (64 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 425 SHS TIME WARNER INC | 0 | 0 |
| 150 SHS BARD (C R) INC | 0 | 0 |
| 650 SHS CISCO SYSTEMS INC | 0 | 0 |
| 300 SHS KELLOGG CO | 15687 | 15171 |
| 150 SHS MCDONALDS CORP | 7283 | 15050 |
| 230 SHS PEPSICO INC | 15292 | 15261 |
| 200 SHS PROCTER & GAMBLE | 12610 | 13342 |
| 180 SHS AGNICO EAGLE MINES LTD | 0 | 0 |
| 350 SHS TEVA PHARMACEUTICAL | 0 | 0 |
| 150 SHS FIRST SOLAR INC | 19656 | 5064 |
| 925 SHS JPMORGAN CHASE & CO | 35394 | 30756 |
| 1,340 SHS MICROSOFT CORPORATION | 35724 | 34786 |
| 170 SHS NATIONAL OILWELL VARCO INC | 10569 | 11558 |
| 1,200 SHS US BANCORP | 29205 | 32460 |
| 300 SHS URS CORP | 0 | 0 |
| 290 SHS ABBOTT LABORATORIES | 14090 | 16307 |
| 800 SHS AECOM TECHNOLOGY | 0 | 0 |
| 450 SHS ALBERTO CULVER | 0 | 0 |
| 330 SHS AMERICAN ELECTRIC POWER | 10264 | 13632 |
| 300 SHS BANK OF NEW YORK MELLON | 0 | 0 |
| 175 SHS CONOCOPHILLIPS | 12646 | 12752 |
| 610 SHS CORNING INC | 0 | 0 |
| 240 SHS DEVON ENERGY | 18753 | 14880 |
| 200 SHS FIRSTENERGY CORP | 0 | 0 |
| 430 SHS MORGAN STANLEY | 0 | 0 |
| 345 PLAINS ALL AMERICAN PIPELINE | 21218 | 25340 |
| 125 SHS SPDR GOLD TRUST | 0 | 0 |
| 220 SHS SOUTHERN CO | 0 | 0 |
| 680 TEREX CORP NEW | 10872 | 9187 |
| 150 SHS UNION PACIFIC CORP | 13014 | 15891 |
| 1590 SHS ABB LTD ADR | 30571 | 29940 |
| 798 SHS TAIWAN SEMICONDUCTOR MFG CO | 0 | 0 |
| 1,484 SHS ACTIVISION BLIZZARD | 0 | 0 |
| 35 SHS APPLE INC | 0 | 0 |
| 240 SHS CHEVRON CORP | 0 | 0 |
| 175 SHS DOLBY LABORATORIES | 0 | 0 |
| 300 SHS GILEAD SCIENCES INC | 11313 | 12279 |
| 600 SHS HUDSON CITY BANCORP | 0 | 0 |
| 350 SHS KRAFT FOODS INC A | 0 | 0 |
| 350 SHS LIBERTY GLOBAL INC C | 11258 | 13832 |
| 163 SHS LIBERTY MEDIA STARZ SER A | 10015 | 12722 |
| 500 SHS MACY'S INC | 0 | 0 |
| 205 SHS NEWMONT MINING CORP | 12046 | 12302 |
| 1,279 SHS NUANCE COMMUNICATIONS INC | 23416 | 32180 |
| 650 SHS PETROHAWK ENERGY CORP | 0 | 0 |
| 150 SHS TRACTOR SUPPLY COMPANY | 0 | 0 |
| 100,000 AUSTRALIAN GOVT | 95971 | 103632 |
| 250 SHS TECH RESOURCES LIMITED | 0 | 0 |
| 192 SHS TIME WARNER INC | 14220 | 3406 |
| 950 SHS CENTRAL FUND OF CANADA | 18818 | 18630 |
| 210 SHS BAXTER INTERNATIONAL | 11500 | 10391 |
| 485 SHS COGNIZANT TECHNOLOGY | 31767 | 31190 |
| 275 SHS ETFS PALLADIUM TRUST | 17707 | 17754 |
| 140 EXXON MOBIL CORP | 11577 | 11866 |
| 335 SHS MARKET VECTORS-BRAZIL SMALL | 19618 | 12207 |
| 440 SHS MERCK & CO INC | 14673 | 16588 |
| 485 SHS NETAPP INC | 16815 | 17591 |
| 360 SHS OREILLY AUTOMOTIVE INC | 21336 | 28782 |
| 190 SHS OCCIDENTAL PETROLEUM CORP | 19358 | 17803 |
| 330 QUALCOMM INC | 17069 | 18051 |
| 475 ROPER INDUSTRIES INC | 35596 | 41263 |
| 330 CENTRAL GOLD TRUST | 19481 | 19526 |
| 585 SHS THE INDIA FUND INC | 19381 | 11138 |
| 205 SHS SCHLUMBERGER LTD | 18394 | 14004 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KERR, RUSSELL | Category |
| Amount | $518 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 518 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 232 | 0 | 232 |
| INSURANCE | 34261 | 0 | 34261 |
| OFFICE EXPENSES | 20 | 0 | 20 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 1099 TIMING DIFFERENCES | Description |
| Amount | $598 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVERNESS COUNSEL FEES | Category |
| Amount | $11,960 | Amount |
| Net Investment Income | 11960 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $89 | Amount |
| Net Investment Income | 89 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments