Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
WIXARIKA RESEARCH CENTER
Employer identification number
68-0475089
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
81,150
109,891
54,485
79,872
81,793
407,191
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
81,150
109,891
54,485
79,872
81,793
407,191
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
343,712
6
Public Support. Subtract line 5 from line 4.
63,479
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
81,150
109,891
54,485
79,872
81,793
407,191
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
407,191
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
1,774
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15.590 %
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
13.220 %
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: FACTS-AND-CIRCUMSTANCES TEST THE ORGANIZATION MAINTAINS AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL SUPPORT. IN AN EFFORT TO GENERATE PUBLIC SUPPORT, THE ORGANIZATION SENDS OUT AN ANNUAL LETTER TO SOLICIT DONATIONS. IN ADDITION, THE FOUNDATION ALSO ANNUALLY SENDS AN E-MAIL REQUESTING DONATIONS TO ALL OF THE PEOPLE WHO HAVE SIGNED UP TO RECEIVE THE ORGANIZATION'S ELECTRONIC NEWSLETTER. FINALLY, THE ORGANIZATION'S WEBSITE OFFERS EDUCATIONAL PUBLICATIONS, GREETING CARDS, AND T-SHIRTS IN EXCHANGE FOR DONATIONS. DURING THE 2010 TAX YEAR, WE WERE ABLE TO INCREASE OUR PUBLIC SUPPORT PERCENTAGE FROM 13.22% IN 2009 TO 15.59% IN 2010. ALTHOUGH DURING THE 2010 TAX YEAR, THE MAJORITY OF THE ORGANIZATION'S SUPPORT CAME FROM ONE VERY GENEROUS INDIVIDUAL, THE ORGANIZATION HAS A BASE OF YEARLY DONORS THAT IS GROWING. THE ORGANIZATION ALSO COUNTS ON A GREAT DEAL OF NON-MONETARY SUPPORT IN THE WAY OF TECHNICAL ASSISTANCE, COMPUTER MAINTENANCE, LEGAL ADVICE, HELP WITH TRANSLATING AND EDITING, REPORTING FROM NGO'S IN THE FIELD AND WIXARIKA PROFESSIONALS AND ELECTED AUTHORITIES WHO KEEP THE ORGANIZATION CURRENT ON EVENTS TAKING PLACE IN MEXICO. THE ORGANIZATION AIMS TO KEEP ACCESS TO THEIR WEBSITE FREE TO THE PUBLIC AND THE IN-KIND DONATIONS ARE THEREFORE OF SIGNIFICANT IMPORTANCE TO THE ORGANIZATION. COMPOSITION OF THE BOARD OF DIRECTORS: THE FOUNDERS AND BOARD OF DIRECTORS OF THE FOUNDATION CONTINUE TO ALL BE PEOPLE WHO HAVE BEEN INTERESTED IN OR DEEPLY INVOLVED WITH THE WIXARIKA NATION FOR MANY DECADES. JUAN NEGRIN, DIRECTOR AND FOUNDER OF THE WIXARIKA RESEARCH CENTER, HAS WORKED IN THE FIELD FOR 41 YEARS AND FOUNDED AND HEADED THREE NGO'S BENEFITING THE WIXARIKA IN MEXICO PRIOR TO RETURNING TO LIVE IN THE UNITED STATES IN 1996. TWO OF THESE NGO'S CONTINUE TO OPERATE PROVIDING IMPORTANT SERVICES TO THE WIXARIKA COMMUNITIES. MR. NEGRIN CONTINUES HIS INVESTIGATIVE WORK IN THE FIELD MAKING TRIPS TO THE SIERRAS AND PARTICIPATING IN COMMUNITY GENERAL ASSEMBLIES. DURING THIS YEAR HE HAS GIVEN A NUMBER OF RADIO INTERVIEWS REGARDING THE IMPORTANCE OF WIRIKUTA FOR THE WIXARIKA PEOPLE. YVONNE NEGRIN, ASSOCIATE DIRECTOR AND CO-FOUNDER OF THE WIXARIKA RESEARCH CENTER, WAS ACTIVE IN THE FIELD FROM 1970 THROUGH 1996 AND ACTIVELY WORKED WITH FOUR NGO'S IN MEXICO DURING THAT TIME. SHE CONTINUES TO MAKE TRIPS TO MEXICO FROM TIME TO TIME AND IS IN CONSTANT COMMUNICATION WITH THE WIXARIKA AND COLLEAGUES IN THE FIELD. IT IS HER TASK TO KEEP THE WEBSITE NEWS SECTION CURRENT AND TO BUILD NEW PAGES OF EXHIBITS OF FINE AND TRADITIONAL ART. SHE ALSO HANDLES MUCH OF THE COMMUNICATIONS FOR THE FOUNDATION. DIANA NEGRIN, PRESIDENT OF THE BOARD OF DIRECTORS, IS A DOCTORAL CANDIDATE AT THE UNIVERSITY OF CALIFORNIA BERKELEY - DEPARTMENT OF GEOGRAPHY AND A FORD FELLOW AND BANCROFT SCHOLAR. DIANA WAS RAISED FROM BIRTH AROUND THE WIXARIKA PEOPLE AND THE FOCUS OF HER DOCTORAL WORK IN HUMAN GEOGRAPHY IS ON WIXARIKA MIGRATIONS, HOW THEY ARE INTEGRATING INTO MEXICO'S URBAN AREAS AS STUDENTS SEEKING A HIGHER EDUCATION, AND THE DIFFICULTIES THEY ENCOUNTER. DIANA HAS SPENT AN ENORMOUS AMOUNT OF HOURS EACH MONTH MAKING CONTACT WITH OTHER FOUNDATIONS, SUCH AS THE INTERNATIONAL UNION FOR THE CONSERVATION OF NATURE, AND CONTINUES TO SPEND SIGNIFICANT TIME EACH MONTH TRANSLATING DOCUMENTS AND WRITING LETTERS FOR THE FOUNDATION. RICHARD READER, CHIEF MEDIA OFFICER (CMO), HAS HAD AN INTEREST IN THE WIXARIKA SINCE THE MID 1970'S. HE AND HIS WIFE HAVE MAINTAINED FRIENDSHIPS WITH, AND GIVEN FINANCIAL ASSISTANCE TO, INDIVIDUAL WIXARIKA AND THEY HAVE TRAVELED TO MEXICO ON A NUMBER OF OCCASIONS TO PARTICIPATE IN PILGRIMAGES AND TO VISIT THEIR WIXARIKA FRIENDS. MR. READER IS A SPECIALIST IN COMPUTER TECHNOLOGY AND SOCIAL NETWORKING AND ADVISES THE FOUNDATION IN HIS AREA OF EXPERTISE. HE IS ON CALL AT ALL TIMES. ANTHONY SOMKIN, M.D., TREASURER, WAS EXTREMELY ACTIVE THIS PAST YEAR AND WAS RESPONSIBLE FOR MAKING CONTACT WITH PROFESSOR GLEN MILLER AND GETTING HIM TO TRAVEL TO BERKELEY AND GIVE A PRESENTATION AT THE LA PENA EVENT. ANTHONY ALSO ACTIVELY REACHES OUT TO PEOPLE IN AN EFFORT TO BRING IN FUNDING AND DID MUCH TO ORGANIZE THE EVENT AT THE LA PENA CULTURAL CENTER. HE HAS TRAVELED TO THE SIERRAS WHERE THE WIXARIKA HAVE THEIR HOMELAND ON TWO OCCASIONS AND HAS BEEN INTERESTED IN THEIR CULTURAL SURVIVAL SINCE THE MID 1970'S. MARIA CRUZ, SECRETARY, IS A PHD. CANDIDATE AT THE UNIVERSITY OF TEXAS - AUSTIN CAMPUS AND IS A FELLOW WITH THE NATIONAL SCIENCE FOUNDATION. SHE IS PRESENTLY IN THE PROCESS OF WRITING HER DOCTORAL THESIS ON WIXARIKA IMMIGRATION. HER GRANDFATHER WAS WIXARIKA FROM THE COMMUNITY OF SANTA CATARINA (TUAPURIE) WHICH GIVES HER A SPECIAL INTEREST IN THE WORK OF THE WIXARIKA RESEARCH CENTER. RICHARD WHITTAKER, WHO WAS VICE PRESIDENT OF THE BOARD OF DIRECTORS, IS NO LONGER A MEMBER OF THE BOARD. PRIOR TO THE FILING OF THIS TAX RETURN, IN NOVEMBER 2011, WE HELD A BOARD MEETING AND IT WAS DECIDED THAT DUE TO HIS OVERBURDENED SCHEDULE WHICH LIMITS HIS ABILITY TO PARTICIPATE, MR. WHITTAKER WILL NO LONGER SERVE ON THE BOARD.. AS WRITER AND PUBLISHER HE HAD A LONG STANDING INTEREST IN THE WORK OF JUAN NEGRIN AND THE SURVIVAL OF WIXARIKA CULTURE. HE HAS CONDUCTED AND PUBLISHED SEVERAL INTERVIEWS WITH MR. NEGRIN OVER THE YEARS. HE HAS VAST KNOWLEDGE OF THE SOFTWARE PROGRAMS USED IN THE FIELDS PHOTOGRAPHY AND PUBLISHING AND WILL BE AN IMPORTANT ADVISOR TO THE FOUNDATION IN THE AREA OF HIS EXPERTISE.
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
WIXARIKA RESEARCH CENTER
Employer identification number
68-0475089
Identifier
Return Reference
Explanation
INCOME FROM SALES OF INVENTORY
FORM 990-EZ, PART I, LINE 7
INCOME: GROSS RECEIPTS: 44. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 44.
OTHER EXPENSES
FORM 990-EZ, PART I, LINE 16
DESCRIPTION: BANK FEES. AMOUNT: 117. DESCRIPTION: COMPUTER. AMOUNT: 40. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 11. DESCRIPTION: RESEARCH. AMOUNT: 1,688. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,864. DESCRIPTION: TRAVEL. AMOUNT: 3,179. DESCRIPTION: INTERNET & WEB HOSTING. AMOUNT: 804. DESCRIPTION: LICENSES & PERMITS. AMOUNT: 45. DESCRIPTION: MISCELLANEOUS. AMOUNT: 263. DESCRIPTION: MEALS. AMOUNT: 49. DESCRIPTION: FOUNDATION ACQUISITION. AMOUNT: 41. TOTAL TO FORM 990-EZ, LINE 16: 9,101.
OTHER ASSETS
FORM 990-EZ, PART II, LINE 24
DESCRIPTION: YARN PAINTINGS BY JOSE BENITEZ SANCHEZ. BEG. OF YEAR AMOUNT: 9,750. END OF YEAR AMOUNT: 9,750. DESCRIPTION: MARCELINO ROBLES PAINTINGS (2). BEG. OF YEAR AMOUNT: 1,000. END OF YEAR AMOUNT: 1,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 10. END OF YEAR AMOUNT: 10.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2010 TransferPrsnlBnftContractsDecl
Name:
WIXARIKA RESEARCH CENTER
EIN: 68-0475089
Declaration:
THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.