WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WORLDWIDE SMALL CHANGE FOUNDATION INC (EIN 31-1734847)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-06
IRS object ID: 201121269349101302
Schema version: 2010v3.2
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
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-06T08:54:47-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-01-01	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	2011-05-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2010	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	1263059	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
Dividends Rev And Expnss	10094	DividendsRevAndExpnss
Dividends Net Invst Incm	10094	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	22748	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	446838	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	22748	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	-280	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	356312	TotalRevenueAndExpenses
Total Net Investment Income	32842	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	22688	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	22688	OthEmplSlrsWgsDsbrsChrtblPrps
Legal Fees Rev And Expnss	1689	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	1689	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	15459	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	15459	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	9447	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	9447	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	105	TaxesRevAndExpnss
Taxes Net Invst Incm	105	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	18503	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	18503	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	67891	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	9552	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	58339	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	157850	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	157850	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	225741	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	9552	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	216189	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	130571	ExcessOfRevenueOverExpenses
Net Investment Income	23290	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	449324	CashBOY
Cash EOY	548036	CashEOY
Cash EOYFMV	548036	CashEOYFMV
Investments Govt Oblig BOY	138908	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	0	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	0	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	467725	InvestmentsCorpStockBOY
Investments Corp Stock EOY	544528	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	613166	InvestmentsCorpStockEOYFMV
Investments Other BOY	0	InvestmentsOtherBOY
Investments Other EOY	95971	InvestmentsOtherEOY
Investments Other EOYFMV	101857	InvestmentsOtherEOYFMV
Total Assets BOY	1055957	TotalAssetsBOY
Total Assets EOY	1188535	TotalAssetsEOY
Total Assets EOYFMV	1263059	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	1055957	RetainedEarningsBOY
Retained Earnings EOY	1188535	RetainedEarningsEOY
Total Net Assets BOY	1055957	TotalNetAssetsBOY
Total Net Assets EOY	1188535	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1055957	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1188535	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1055957	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	130571	ExcessOfRevenueOverExpenses
Other Increases	2007	OtherIncreases
Subtotal	1188535	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1188535	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (52 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
200 SHS ABB LTD SPONSORED	P	2009-04-29	2010-07-01	3636	3033	603	603
120 SHS AGNICO EAGLE MINES LTD	P	2007-08-07	2010-07-27	6933	5098	1835	1835
200 SHS ALLIANT TECHSYSTEM INC	P	2007-08-07	2010-04-14	16072	22120	-6048	-6048
50 SHS BARD (C R)	P	2007-08-07	2010-04-30	4223	4019	204	204
425 SHS BRISTOL MYERS SQUIBB	P	2009-03-09	2010-10-21	11479	7638	3841	3841
240 SHS COMMSCOPE INC	P	2009-09-21	2010-08-30	4519	7246	-2727	-2727
165 SHS CONOCOPHILLIPS	P	2009-10-26	2010-11-22	10028	8707	1321	1321
50 SHS DEVON ENERGY	P	2009-02-03	2010-01-27	3558	3160	398	398
95 SHS DEVON ENRGY	P	2009-07-22	2010-11-22	6661	5296	1365	1365
10 SHS EDG RESOURCES INC	P	2009-01-28	2010-10-18	985	653	332	332
25 SHS EDG RESOUSRCES	P	2009-01-29	2010-10-18	2463	1735	728	728
65 SHS EDG RESOURCES	P	2009-02-03	2010-10-18	6403	4495	1908	1908
40 SHS EDG RESOURCES	P	2009-07-22	2010-06-08	4311	2799	1512	1512
150 SHS EXXON MOBIL CORP	P	2009-05-08	2010-01-27	9958	10142	-184	-184
25 SHS EXXON MOBIL CORP	P	2009-05-08	2010-07-27	1465	1691	-226	-226
50 SHS EXXON MOBIL CORP	P	2009-07-22	2010-07-27	2929	3414	-485	-485
10 SHS GOOGLE INC A	P	2009-09-21	2010-10-20	5949	4798	1151	1151
10 SHS GOOGLE INC A	P	2009-09-21	2010-10-21	6106	4798	1308	1308
275 SHS GOOGLE INC A	P	2009-05-22	2010-07-01	8149	6759	1390	1390
300 SHS KROGER CO	P	2009-03-09	2010-03-17	6663	6084	579	579
300 SHS LIBERTY GLOBAL INC	P	2007-08-07	2010-02-11	7227	12009	-4782	-4782
383 SHS MARRIOTT INTERNATIONAL	P	2009-03-09	2010-06-08	12856	5230	7626	7626
50 SHS MONSANTO CO	P	2009-03-11	2010-04-09	3490	3599	-109	-109
60 SHS MONSANTO CO	P	2009-09-21	2010-04-09	4187	4833	-646	-646
160 SHS NATIONAL OIL WELL VARCO	P	2009-09-21	2010-02-01	6839	6933	-94	-94
420 SHS ORACLE CORP	P	2007-12-07	2010-07-27	10004	8370	1634	1634
285 SHS PETSMART INC	P	2009-03-09	2010-04-07	9169	5244	3925	3925
80 SHS PLAINS ALL AMERICAN PIPELINE	P	2009-09-21	2010-11-22	4896	3834	1062	1062
120 SHS SCHLUMBERGER	P	2009-09-21	2010-04-27	7974	7414	560	560
300 SHS SCOTT MIRACLE GRO	P	2007-08-07	2010-07-27	13841	12836	1005	1005
200 SHS SUNPOWER CORP	P	2009-03-09	2010-07-27	2690	5343	-2653	-2653
25 SHS SUNPOWER CORP	P	2009-04-21	2010-07-27	336	659	-323	-323
240 SHS SUNPOWER CORP	P	2009-09-21	2010-07-27	3228	7349	-4121	-4121
530 SHS TAIWAN SEMICONDUCTOR	P	2009-03-09	2010-04-30	5666	4851	815	815
180 SHS TEREX CORP	P	2009-07-22	2010-04-30	5038	2336	2702	2702
100 SHS TRAVELERS COS	P	2009-03-09	2010-06-08	4969	3485	1484	1484
150 SHS TRAVELERS COS	P	2009-07-22	2010-06-08	7453	6059	1394	1394
470 SHS CORNING INC	P	2010-01-06	2010-10-04	8599	9169	-570	-570
430 SHS COMSCOPE	P	2010-01-06	2010-04-30	13390	11538	1852	1852
110 SHS COMSCOPE	P	2010-01-06	2010-08-30	2073	2951	-878	-878
40 SHS CHEVRON CORP	P	2010-02-01	2010-06-08	2980	2954	26	26
25 SHS SCOTTS MIRACLE GRO	P	2010-02-11	2010-07-27	1153	970	183	183
165 SHS SCOTTS MIRACLE GRO	P	2010-02-11	2010-10-21	8778	6405	2373	2373
50 SHS POTASH CORP	P	2010-04-09	2010-08-30	7275	5804	1471	1471
50 SHS POTASH CORP	P	2010-04-09	2010-09-16	7431	5804	1627	1627
500 SHS BANK OF AMERICA CORP	P	2010-06-08	2010-11-22	5925	8051	-2126	-2126
205 SHS TARGET	P	2010-07-01	2010-08-30	10559	10286	273	273
400 SHS TECH RESOURCES LIMITED	P	2010-10-21	2010-11-22	4740	4836	-96	-96
100,000 FHLB	P	2009-03-03	2010-03-03	100000	100000	0	0
38,559 US TSY NT	P	2009-09-17	2010-01-15	38559	38908	-349	-349
SPDR GOLD TRUST	P	2010-01-15	2010-12-15	58		58	58
50 SHS TECH RESOURCES	P	2010-11-17	2010-12-29	2965	2345	620	620

Field	Value	IRS element (for citing)
Capital Gain Net Income	22748	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	187236	QualifyingDistributionsYear1
Noncharitable Assets Year1	1380479	NoncharitableAssetsYear1
Distribution Ratio Year1	0.135631	DistributionRatioYear1
Qualifying Distributions Year2	187756	QualifyingDistributionsYear2
Noncharitable Assets Year2	759795	NoncharitableAssetsYear2
Distribution Ratio Year2	0.247114	DistributionRatioYear2
Qualifying Distributions Year3	178983	QualifyingDistributionsYear3
Noncharitable Assets Year3	713553	NoncharitableAssetsYear3
Distribution Ratio Year3	0.250834	DistributionRatioYear3
Qualifying Distributions Year4	150683	QualifyingDistributionsYear4
Noncharitable Assets Year4	54792	NoncharitableAssetsYear4
Distribution Ratio Year4	2.750091	DistributionRatioYear4
Qualifying Distributions Year5	128058	QualifyingDistributionsYear5
Noncharitable Assets Year5	70221	NoncharitableAssetsYear5
Distribution Ratio Year5	1.823643	DistributionRatioYear5
Total Distribution Ratio	5.207313	TotalDistributionRatio
Average Distribution Ratio	1.041463	AverageDistributionRatio
Net Noncharitable Assets	968740	NetNoncharitableAssets
Adjusted Noncharitable Assets	1008907	AdjustedNoncharitableAssets
One Percent Net Investment Income	233	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	1009140	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	216189	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	466	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	466	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	466	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1245	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1245	TotalCreditsAndPayments
Overpayment	779	Overpayment
Amount Credited To Next Year	779	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	894572	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	88920	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	983492	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	983492	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	14752	CashDeemedCharitable
Net Noncharitable Assets	968740	NetNoncharitableAssets
Minimum Investment Return	48437	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	48437	MinimumInvestmentReturn
Tax Based On Investment Income	466	TaxBasedOnInvestmentIncome
Total Tax	466	TotalTax
Distributable Amount Before Adj	47971	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	47971	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	47971	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	216189	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	216189	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	216189	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	47971	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year5	125497	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	149083	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	144582	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	149841	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	118212	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	687215	TotalExcessDistriCarryover
Qualifying Distributions	216189	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	47971	AppliedToCurrentYear
Remaining Distri From Corpus	168218	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	855433	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	125497	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	729936	ExcessDistriCyovToNextYear
Excess From Year4	149083	ExcessFromYear4
Excess From Year3	144582	ExcessFromYear3
Excess From Year2	149841	ExcessFromYear2
Excess From Year1	118212	ExcessFromYear1
Excess From Current Year	168218	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 (46 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 CANCER SOCIETY
271 WEST 125TH STREET	NEW YORK	NY	100274424	N/A	PUBLIC CHARITY	CHARITABLE	$500
AMERICAN JEWISH WORLD SERVICES
45 WEST 36TH STREET	NEW YORK	NY	10018	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
ARTS COUNCIL OF PRINCETON
102 WITHERSPOON STREET	PRINCETON	NJ	085423204	N/A	PUBLIC CHARITY	CHARITABLE	$500
CALIFORNIA INSTITUTE FOR BIODIVERSITY
5170 PARKRIDGE DRIVE	OAKLAND	CA	94619	N/A	PUBLIC CHARITY	CHARITABLE	$5,000
CASA FRANCISCANA DE GUAYMOS
PO BOX 15576	SCOTTSDALE	AZ	85267	N/A	PUBLIC CHARITY	CHARITABLE	$1,000
CAUCUS SALVADORINO
3501 14TH STREET NW	WASHINGTON	DC	20010	N/A	PUBLIC CHARITY	CHARITABLE	$250
CHILDLIGHT FOUNDATION FOR AFGHAN CHILDREN
1959 S POWER ROAD SUITE 103-245	MESA	AZ	85206	N/A	PUBLIC CHARITY	CHARITABLE	$7,000
CHILDREN'S FOUNDATION INC
519 8TH AVE 2401	NEW YORK	NY	10018	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
COMMUNITY FOOD BANK INC
3003 SOUTH COUNRTY CLUB ROAD	TUCSON	AZ	857266727	N/A	PUBLIC CHARITY	CHARITABLE	$5,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD	BETHESDA	MD	20814	N/A	PUBLIC CHARITY	CHARITABLE	$15,000
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
FINCA HAITI EARTHQUAKE RELIEF FUND
1101 14TH STREET NW	WASHINGTON	DC	20005	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	CHARITABLE	$35,000
HEARTS INC
12112 RANCHO VISTOSO BLVD	ORO VALLEY	AZ	85755	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
HEALTHCARE NOW INC
55 46TH STREET NE	WASHINGTON	DC	20019	N/A	PUBLIC CHARITY	CHARITABLE	$1,700
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
INSTITUTE OF WONDERFUL WOMEN WORKING FOR EMPOWERMENT
PO BOX 7869	WEST TRENTON	NJ	08628	N/A	PUBLIC CHARITY	CHARITABLE	$500
INTERNATIONAL COMMUNITY FOUNDATION
11300 SORENTO VALLEY ROAD SUITE 115	SAN DIEGO	CA	92121	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
INTERNATIONAL MEDICAL CORPS
1313 L STREET NW 220	WASHINGTON	DC	20005	N/A	PUBLIC CHARITY	CHARITABLE	$1,000
KIN-WHITMAN WALKER CLINIC
1701 14TH STREET NW	WASHINGTON	DC	20009	N/A	PUBLIC CHARITY	CHARITABLE	$150
MISC
6000 CANYON VISTA ROAD	TUCSON	AZ	857398700	N/A	PUBLIC CHARITY	CHARITABLE	$50
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
NEIGHBORS CONSEJO
3118 16TH STREET NW	WASHINGTON	DC	20013	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
NEW BEGINNINGS
2590 NORTH ALVERNON WAY	TUCSON	AZ	85712	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
NORTHWEST FOLKLIFE
305 HARRISON STREET	SEATTLE	WA	98109	N/A	PUBLIC CHARITY	CHARITABLE	$5,000
PACIFICA FOUNDATION
2390 CHAMPLAIN STREET NW	WASHINGTON	DC	20009	N/A	PUBLIC CHARITY	CHARITABLE	-$500
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	$17,000
RESULTS FOR HAITI RELIEF
315 G STREET SE	WASHINGTON	DC	20003	N/A	PUBLIC CHARITY	CHARITABLE	$200
SAVE SAN FRANCISCO BAY ASSOCIATION
350 FRANK OGAWA PLAZA SUITE 900	OAKLAND	CA	94612	N/A	PUBLIC CHARITY	CHARITABLE	$3,500
SCRIPPS INSTITUTION OF OCEANOGRAPHY
9500 GILMAN DRIVE 0210	LA JOLLA	CA	92093	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 GLOBAL VOLUNTEER NETWORK FOUNDATION
PO BOX 294	LITTLETON	CO	80160	N/A	PUBLIC CHARITY	CHARITABLE	$1,000
THE NATIONAL ALLIANCE FOR HISPANIC HEALTH
1501 16TH STREET NW	WASHINGTON	DC	200361401	N/A	PUBLIC CHARITY	CHARITABLE	$3,000
THE PRIMAVERA FOUNDATION
702 SOUTH 6TH AVENUE	TUCSON	AZ	85206	N/A	PUBLIC CHARITY	CHARITABLE	$2,000
THE SMILE TRAIN
41 MADISON AVE 28TH FLOOR	NEW YORK	NY	10010	N/A	PUBLIC CHARITY	CHARITABLE	$2,500
TRENTON EDUCATION DANCE INSTITUTE INC
PO BOX 7245	TRENTON	NJ	08628	N/A	PUBLIC CHARITY	CHARITABLE	$500
TUCSON FOOD BANK
3003 S COUNTRY CLUB RD 221	TUCSON	AZ	857134084	N/A	PUBLIC CHARITY	CHARITABLE	$3,000
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	157850	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$10,094	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$22,748	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	INCOME FROM K-1	Description
Business Code	523000	BusinessCode
Unrelated Business Income	-$272	UnrelatedBusinessIncomeAmount
Exclusion Code	14	ExclusionCode
Exclusion	-$8	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	-$272	UnrelatedBusinessIncomeAmount
Exclusion	$32,834	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	32562	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	$15,459	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	15459	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (65 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
425 SHS TIME WARNER INC	13365	13672
200 SHS ALLIANT TECHSYSTEMS INC	0	0
150 SHS BARD (C R) INC	12058	13765
650 SHS CISCO SYSTEMS INC	18976	13149
300 SHS KELLOGG CO	15687	15324
300 SHS LIBERTY GLOBAL INC C	0	0
150 SHS MCDONALDS CORP	7283	11514
670 SHS ORACLE CORP	0	0
230 SHS PEPSICO INC	15292	15026
200 SHS PROCTER & GAMBLE	12610	12866
300 SHS SCOTTS MIRACLE GRO CO A	0	0
180 SHS AGNICO EAGLE MINES LTD	7646	13806
350 SHS TEVA PHARMACEUTICAL	17603	18245
95 SHS FIRST SOLAR INC	14082	12363
450 SHS JPMORGAN CHASE & CO	19479	19089
400 SHS MICROSOFT CORPORATION	10212	11164
400 SHS NATIONAL OILWELL VARCO INC	15432	26900
475 SHS US BANCORP	11771	12811
300 SHS URS CORP	13400	12483
115 SHS ABBOTT LABORATORIES	5264	5510
800 SHS AECOM TECHNOLOGY	21712	22376
450 SHS ALBERTO CULVER	10870	16668
225 SHS AMERICAN ELECTRIC POWER	6709	8096
300 SHS BANK OF NEW YORK MELLON	8482	9060
425 SHS BRISTOL MYERS SQUIBB	0	0
240 SHS COMMSCOPE INC	0	0
185 SHS CONOCOPHILLIPS	10397	12599
610 SHS CORNING INC	11286	11784
80 SHS DEVON ENERGY	4812	6281
140 SHS EOG RESOURCES INC	0	0
225 SHS EXXON MOBIL CORP	0	0
200 SHS FIRSTENERGY CORP	7938	7404
20 SHS GOOGLE INC CL A	0	0
275 SHS HOME DEPOT INC	0	0
300 SHS KROGER CO	0	0
383 SHS MARRIOTT INTERNATIONAL	0	0
110 SHS MONSANTO CO	0	0
430 SHS MORGAN STANLEY	11545	11700
285 SHS PETSMART INC	0	0
60 PLAINS ALL AMERICAN PIPELINE	2875	3767
125 SHS SPDR GOLD TRUST	11031	17340
220 SHS SOUTHERN CO	7003	8411
465 SHS SUNPOWER CORP	0	0
345 TEREX CORP NEW	4478	10709
250 SHS TRAVELERS COS	0	0
265 SHS UNION PACIFIC CORP	17752	24555
600 SHS ABB LTD ADR	11149	13470
120 SHS SCHULMBERGER LTD	0	0
798 SHS TAIWAN SEMICONDUCTOR MFG CO	7303	10007
1,484 SHS ACTIVISION BLIZZARD	18573	18461
35 SHS APPLE INC	8482	11290
240 SHS CHEVRON CORP	18671	21900
175 SHS DOLBY LABORATORIES	9626	11673
300 SHS GILEAD SCIENCES INC	11313	10872
600 SHS HUDSON CITY BANCORP	7778	7644
350 SHS KRAFT FOODS INC A	10385	11028
350 SHS LIBERTY GLOBAL INC C	11258	11861
185 SHS LIBERTY MEDIA STARZ SER A	10017	12299
500 SHS MACY'S INC	10373	12650
175 SHS NEWMONT MINING CORP	10483	10750
704 SHS NUANCE COMMUNICATIONS INC	11484	12799
650 SHS PETROHAWK ENERGY CORP	11645	11863
150 SHS TRACTOR SUPPLY COMPANY	4420	7274
250 SHS TECH RESOURCES LIMITED	10298	15457
192 SHS TIME WARNER INC	14220	3431

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	100,000 AUSTRALIAN GOVT	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	95971	BookValue
EOYFMV	101857	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	KERR, RUSSELL	Category
Amount	$1,689	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	1689	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES	35	35
INSURANCE	18272	18272
OFFICE EXPENSES	196	196

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	INCOME FROM K-1	Description
Revenue And Expenses Per Books	-280	RevenueAndExpensesPerBooks
Adjusted Net Income	-280	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
1099 TIMING DIFFERENCES	$1,727
K-1 PLAINS ALL AMERICAN PIPELIN	$280

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVERNESS COUNSEL FEES	Category
Amount	$9,447	Amount
Net Investment Income	9447	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	Category
Amount	$105	Amount
Net Investment Income	105	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

WORLDWIDE SMALL CHANGE FOUNDATION INC: Form 990PF, tax year 2010

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 (52 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 (46 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

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 Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (65 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

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