Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
WORLDWIDE SMALL CHANGE FOUNDATION
 
% BDO USA LLP
Number and street (or P.O. box number if mail is not delivered to street address)6000 E CANYON VISTA ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUSCON, AZ857398700
A Employer identification number

31-1734847
B Telephone number (see instructions)

(202) 457-1600
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,659,301
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 347,438
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 29,445 29,445  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 61,146
b Gross sales price for all assets on line 6a 981,407
7 Capital gain net income (from Part IV, line 2)... 61,146
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 448 448  
12 Total. Add lines 1 through 11........ 438,477 91,039  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 18,414 0 0 18,414
c Other professional fees (attach schedule).... 24,952 24,952    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,904      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 599     599
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,869 24,952 0 19,013
25 Contributions, gifts, grants paid....... 135,050 135,050
26 Total expenses and disbursements. Add lines 24 and 25 183,919 24,952 0 154,063
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 254,558
b Net investment income (if negative, enter -0-) 66,087
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 251,420 166,858 166,858
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,740,369 Click to see attachment1,877,749 2,291,197
c Investments—corporate bonds (attach schedule).......   Click to see attachment201,520 201,246
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,991,789 2,246,127 2,659,301
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,991,789 2,246,127
30 Total net assets or fund balances (see instructions)..... 1,991,789 2,246,127
31 Total liabilities and net assets/fund balances (see instructions). 1,991,789 2,246,127
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,991,789
2
Enter amount from Part I, line 27a .....................
2
254,558
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,246,347
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
220
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
2,246,127
Form 990-PF (2015)
Form 990-PF (2015)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 30 ALLERGAN PLC   2014-10-16 2015-09-26
b 50 ALLERGAN PLC   2014-12-31 2015-09-26
c 115 ADOBE SYSTEMS   2013-11-19 2015-03-24
d 135 ADOBE SYSTEMS   2013-11-19 2015-05-26
e 50 ADOBE SYSTEMS   2014-01-28 2015-05-26
100 ADOBE SYSTEMS   2014-01-28 2015-06-17
300 B & G FOODS INC   2014-06-27 2015-03-20
100 B & G FOODS INC   2014-10-20 2015-03-20
100 B & G FOODS INC   2014-11-03 2015-03-20
620 B & G FOODS INC   2014-04-24 2015-03-20
580 B & G FOODS INC   2014-04-24 2015-03-25
700 BANK OF AMERICA   2013-01-03 2015-05-28
40 CARLISLE COS INC   2014-12-31 2015-09-18
50 CAVIUM INC   2014-03-18 2015-09-23
200 CAVIUM INC   2014-06-27 2015-09-23
100 CAVIUM INC   2014-12-31 2015-09-23
790 DISCOVER FINANICAL   2014-01-15 2015-08-03
110 DISCOVER FINANCAL   2014-05-19 2015-08-03
150 EOG RESOURCES   2014-12-31 2015-10-15
1,105 GENERAL ELECTRIC CO   2012-05-04 2015-02-19
295 GENERAL ELECTRIC CO   2012-09-13 2015-02-19
45 GOOGLE INC CL A   2014-04-03 2015-05-18
17 GOOGLE INC CL A   2015-05-04 2015-05-08
60 LIBERTY LILAC GROUP   2015-07-01 2015-09-01
200 LYONDELLBASELL INDUSTRIES   2013-11-19 2015-04-24
320 LYONDELLBASELL INDUSTRIES   2013-11-25 2015-04-17
180 LYONDELLBASELL INDUSTRIES   2013-11-25 2015-04-24
125 MCKESSON CORP   2014-08-01 2015-12-04
75 MCKESSON CORP   2014-08-13 2015-12-04
50 MCKESSON CORP   2014-09-15 2015-12-04
100 MCKESSON CORP   2014-10-21 2015-12-04
100 MCKESSON CORP   2014-12-31 2015-06-17
90 MERCK & CO INC   2012-02-15 2015-05-18
610 MERCK & CO INC   2014-01-28 2015-05-18
300 MYLAN NV   2014-01-28 2015-08-19
625 MYLAN NV   2014-01-28 2015-09-25
90 MYLAN NV   2014-01-29 2015-09-25
485 MYLAN NV   2014-05-19 2015-09-25
15 OCCIDENTAL PETROLEUM   2012-02-15 2015-03-24
35 OCCIDENTAL PETROLEUM   2012-12-03 2015-01-14
65 OCCIDENTAL PETROLEUM   2011-08-04 2015-01-14
15 OCCIDENTAL PETROLEUM   2013-01-03 2015-03-24
50 OCCIDENTAL PETROLEUM   2013-06-03 2015-03-24
86 OCCIDENTAL PETROLEUM   2013-07-02 2015-03-24
284 OCCIDENTAL PETROLEUM   2014-05-19 2015-03-24
20 OREILLY AUTOMOTIVE   2014-03-27 2015-08-31
100 OREILLY AUTOMOTIVE   2014-08-19 2015-08-31
30 PEPSICO INC   2010-03-17 2015-03-20
150 PEPSICO INC   2013-08-15 2015-03-20
220 PEPSICO INC   2014-03-27 2015-03-20
145 PNC FINANCIAL SERVICES   2013-07-02 2015-02-03
65 PNC FINANCIAL SERVICES   2013-08-06 2015-02-03
190 PNC FINANCIAL SERVICES   2012-04-24 2015-02-03
95 SERVICENOW INC   2014-11-20 2015-03-24
175 TJX COMPANIES   2013-10-07 2015-09-18
200 TJX COMPANIES   2014-03-27 2015-09-18
15 TJX COMPANIES   2014-08-13 2015-09-18
90 UNION PACIFIC   2010-04-30 2015-05-26
110 UNION PACIFIC   2011-04-12 2015-05-26
200 UNION PACIFIC   2013-07-02 2015-05-26
200 US BANCORP   2008-12-08 2015-05-28
100 CARLISLE COS   2015-01-14 2015-09-18
390 ALIBABA GROUP HOLDING   2015-02-19 2015-08-27
360 DEVON ENERGY CORP   2015-04-13 2015-09-01
520 DEVON ENERGY CORP   2015-05-15 2015-09-01
190 SCHWAB CHARLES CORP   2015-05-18 2015-11-16
200 ALIBABA GROUP HOLDING   2015-05-26 2015-08-27
690 MACYS INC   2015-11-02 2015-12-09
485 MYLAN NV   2014-12-26 2015-06-12
1,010 KRAFT FOODS GROUP   2000-01-01 2015-07-02
1,015 MYLAN NV   2000-01-01 2015-02-27
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 8,640   7,191 1,449
b 14,399   12,828 1,571
c 8,734   6,616 2,118
d 10,875   7,766 3,109
e 4,028   3,041 987
7,986   6,082 1,904
8,339   9,999 -1,660
2,780   2,935 -155
2,780   2,855 -75
17,234   19,830 -2,596
16,063   18,550 -2,487
11,718   8,026 3,692
3,938   3,664 274
3,546   2,172 1,374
14,185   10,082 4,103
7,093   6,300 793
43,571   43,739 -168
6,067   6,298 -231
13,040   14,094 -1,054
27,460   21,952 5,508
7,331   6,375 956
24,005   15,811 8,194
67     67
2,018   1,635 383
19,119   15,396 3,723
29,748   24,831 4,917
17,207   13,967 3,240
23,701   24,032 -331
14,221   14,216 5
9,481   9,792 -311
18,961   18,453 508
23,571   21,011 2,560
5,319   3,411 1,908
36,054   31,488 4,566
16,250   17,311 -1,061
28,529   36,065 -7,536
4,108   5,193 -1,085
22,139   27,987 -5,848
1,085   1,481 -396
2,675   2,571 104
4,967   6,107 -1,140
1,085   1,098 -13
3,618   4,558 -940
6,223   7,564 -1,341
20,551   26,736 -6,185
4,701   2,935 1,766
23,507   15,248 8,259
2,836   1,958 878
14,182   12,762 1,420
20,801   18,046 2,755
12,339   10,739 1,600
5,531   4,991 540
16,168   12,220 3,948
7,591   6,387 1,204
12,419   9,886 2,533
14,193   12,174 2,019
1,064   823 241
9,215   3,445 5,770
11,263   5,311 5,952
20,478   15,666 4,812
8,764   5,335 3,429
9,841   9,373 468
25,252   34,778 -9,526
15,157   22,858 -7,701
21,882   35,300 -13,418
6,265   6,008 257
13,597   19,733 -6,136
26,629   34,130 -7,501
27,987   23,183 4,804
16,665     16,665
58,571   45,863 12,708
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       1,449
b       1,571
c       2,118
d       3,109
e       987
      1,904
      -1,660
      -155
      -75
      -2,596
      -2,487
      3,692
      274
      1,374
      4,103
      793
      -168
      -231
      -1,054
      5,508
      956
      8,194
      67
      383
      3,723
      4,917
      3,240
      -331
      5
      -311
      508
      2,560
      1,908
      4,566
      -1,061
      -7,536
      -1,085
      -5,848
      -396
      104
      -1,140
      -13
      -940
      -1,341
      -6,185
      1,766
      8,259
      878
      1,420
      2,755
      1,600
      540
      3,948
      1,204
      2,533
      2,019
      241
      5,770
      5,952
      4,812
      3,429
      468
      -9,526
      -7,701
      -13,418
      257
      -6,136
      -7,501
      4,804
      16,665
      12,708
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 61,146
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014 111,802 1,994,323 0.05606
2013 160,146 1,557,401 0.102829
2012 198,511 1,282,337 0.154804
2011 198,197 1,131,714 0.17513
2010 216,189 968,740 0.223165
2
Total of line 1, column (d) .....................
20.711988
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years . . .
3
0.142398
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
2,349,452
5
Multiply line 4 by line 3......................
5
334,557
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
661
7
Add lines 5 and 6........................
7
335,218
8
Enter qualifying distributions from Part XII, line 4.............
8
154,063
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2015)
Form 990-PF (2015)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 1,322
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,322
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,322
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 2,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,478
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,478 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ, MI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBDO USA LLP Telephone no.bullet (703) 893-0600

    Located atbullet8401 GREENSBORO DRIVE SUITE 800MCLEANVA ZIP+4bullet22102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2015.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
     
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAY HARPER PRESIDENT AND DIRECTOR
    1.0
    0 0 0
    6000 E CANYON VISTA ROAD
    TUSCON,AZ857398700
    ROY L KAUFMANN SECRETARY/TREASURER
    1.0
    0 0 0
    1120 20TH STREET NW 300 SO LOB
    WASHINGTON,DC200363437
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,355,560
    b
    Average of monthly cash balances.......................
    1b
    29,670
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,385,230
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,385,230
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,778
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,349,452
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    117,473
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    117,473
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    1,322
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,322
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    116,151
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    116,151
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    116,151
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    154,063
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    154,063
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    154,063
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 116,151
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 168,218
    b From 2011...... 141,869
    c From 2012...... 134,878
    d From 2013...... 82,567
    e From 2014...... 14,561
    fTotal of lines 3a through e........ 542,093
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 154,063
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2015 distributable amount..... 116,151
    e Remaining amount distributed out of corpus 37,912
    5 Excess distributions carryover applied to 2015.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 580,005
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    168,218
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    411,787
    10 Analysis of line 9:
    a Excess from 2011.... 141,869
    b Excess from 2012.... 134,878
    c Excess from 2013.... 82,567
    d Excess from 2014.... 14,561
    e Excess from 2015.... 37,912
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2015, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAY HARPER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN JEWISH WORLD SERVICES
    45 WEST 36TH STREET
    NEW YORK,NY10018
    N/A NC CHARITABLE 2,000
    CALIFORNIA INSTITUTE FOR BIODIVERSITY
    5170 PARKRIDGE DRIVE
    OAKLAND,CA94619
    N/A NC CHARITABLE 5,000
    CHILDLIGHT FOUNDATION FOR AFGHAN CHILDREN
    1959 S POWER ROAD SUITE 103-245
    MESA,AZ85206
    N/A NC CHARITABLE 2,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814
    N/A NC CHARITABLE 5,000
    DAMASCUS SOCCER CLUB INC
    1201 LEWIS DR
    DAMASCUS,MD20872
    N/A NC CHARITABLE 500
    DOWN SYNDROME ASSOCIATION OF MIAMI
    13814 SW 124TH AVENUE RD
    MIAMI,FL33186
    N/A NC CHARITABLE 1,000
    EARTHWATCH INSTITUTE
    3 CLOCK TOWER PLACE SUITE 100 BOX
    MAYNARD,MA01754
    N/A NC CHARITABLE 2,500
    THE FABRETTO CHILDREN'S FOUNDATION INC
    3124 10TH ST n 2
    ARLINGTON,VA22201
    N/A NC CHARITABLE 2,500
    FOOD AND FRIENDS
    219 RIGGS ROAD NW
    WASHINGTON,DC20011
    N/A NC CHARITABLE 5,000
    FRIENDS OF THE CONGO
    1629 K ST NW SUITE 300
    WASHINGTON,DC20006
    N/A NC CHARITABLE 500
    GLOBAL CAMPUS FOUNDATION
    PO BOX 3534
    TUCSON,AZ85722
    N/A NC CHARITABLE 21,000
    HEIFER PROJECT INTERNATIONAL
    PO BOX 8058
    LITTLE ROAD,AZ72203
    N/A NC CHARITABLE 1,500
    IFO DECADE
    3480 DU RENARD ST
    SHERBROOKE,QUEBECJ1H OC7
    CA
    N/A NC CHARITABLE 5,000
    INSTITUTE OF WONDERFUL WOMEN FOR EMPOWERMENT
    PO BOX 7869
    WEST TRENTON,NJ08628
    N/A NC CHARITABLE 500
    INTERNATIONAL COMMUNITY FOUNDATION
    11300 SORENTO VALLEY ROAD
    SAN DIEGO,CA92121
    N/A NC CHARITABLE 2,000
    MISSION HOPE USA INC
    6030 INDUSTRIAL HEIGHTS DR
    KNOXVILLE,TN37909
    N/A NC CHARITABLE 2,000
    NATIONAL AQUARIUM IN BALTIMORE
    501 EAST PRATT STREET
    BALTIMORE,MD21202
    N/A NC CHARITABLE 750
    PURPLE MOUNTAIN INSTITUTE
    11505 E CAMINO DEL DESERTO
    TUCSON,AZ85747
      NC CHARITABLE 3,000
    SAVE THE BAY
    350 FRANK OGAWA PLAZA
    OAKLAND,CA94612
    N/A NC CHARITABLE 2,500
    SOUTHERN ARIZONA AIDS FOUNDATION
    375 SOUTH EUCLID AVENUE
    TUCSON,AZ85719
    N/A NC CHARITABLE 2,500
    THE FAMILY PLACE INCORPORATED
    3309 16TH ST NW
    WASHINGTON,DC20010
    N/A NC CHARITABLE 8,000
    THE LATINO STUDENT FUND
    3480 WOODLEY RD NW
    WASHINGTON,DC20016
    N/A NC CHARITABLE 2,500
    THE NATIONAL ALLIANCE FOR HISPANIC HEALTH
    1501 16TH STREET NW
    WASHINGTON,DC200361401
    N/A NC CHARITABLE 2,000
    THE PRIMAVERA FOUNDATION
    702 SOUTH 6TH AVENUE
    TUCSON,AZ85206
    N/A NC CHARITABLE 2,000
    THE UC SAN DIEGO FOUNDATION
    9500 GILMAN DRIVE 0059
    LA JOLLA,CA920930059
    N/A NC CHARITABLE 2,500
    WASHINGTON INTERNATIONAL SCHOOL
    3100 MACOMB STREET NW
    WASHINGTON,DC20008
    N/A NC CHARITABLE 5,000
    WHO FOUNDATION 1
    PP BOX 816029
    DALLAS,TX753816029
    N/A NC CHARITABLE 2,500
    NATIONAL MS SOCIETY
    733 3RD AVE
    NEW YORK,NY10017
    N/A NC CHARITABLE 300
    FIIRST GIVING
    155 PLAN WAY WARWICK
    RHODE ISLAND,NY02866
    N/A NC CHARITABLE 500
    CLIMATE RIDE
    114 W PINE ST
    MISSOULA,MT59802
    N/A NC CHARITABLE 1,000
    THANKS FROM MERCY-NAPAL AID
    C/O 1120 20TH STREET NW
    WASHINGTON,DC20036
    N/A NC CHARITABLE 1,000
    EL CAUCUS SALVADORENO
    C/O 1120 20TH STREET NW
    WASHINGTON,DC20036
    N/A NC CHARITABLE 500
    INTERNATIONAL RESCUE COMMITTEE
    122 E 42ND STREET
    NEW YORK,NY10017
    N/A NC CHARITABLE 1,000
    ARTPRENEURS INC DBA ARTS ON THE BLOCK
    4218 HOWARD AVENUE
    KENSINGTON,MD208958411
    N/A NC CHARITABLE 2,500
    IGLESIA APOSTOLES Y PROFETAS CASA DE MISERICORDIA
    1709 NEW YORK AVE
    NEW YORK,NY11550
    N/A NC CHARITABLE 12,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168
    N/A NC CHARITABLE 12,000
    JOSHUA BEMBO PROJECT INC
    2816 CORNFLOWER LN
    WALDORF,MD206035965
    N/A NC CHARITABLE 500
    SMILE TRAIN INC
    41 MADISON AVE 28
    NEW YORK,NY10010
    N/A NC CHARITABLE 7,500
    SOUTHERN ARIZONA NETWORK FOR DOWN SYNDROME
    PO BOX 17011
    TUCSON,AZ85731
    N/A NC CHARITABLE 5,000
    Total .................................bullet 3a 135,050
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
        14    
    4 Dividends and interest from securities....     14 29,445  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 61,146  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aCLASS ACTION PROCEEDS
    900099   18 230  
    bNONDIVIDEND DISTRIBUTION 900099   14 218  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   91,039  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1391,039
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    Name of the organization
    WORLDWIDE SMALL CHANGE FOUNDATION
     
    Employer identification number

    31-1734847
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
    Name of organization
    WORLDWIDE SMALL CHANGE FOUNDATION
     
    Employer identification number
    31-1734847
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    THE LOUISE G HARPER CHARITABLE LEA  
    C/O 1120 20TH STREET NW
     
    WASHINGTON, DC200363437

    $ 323,750


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    THEODORE SCHUCHAT CHARITABLE TRUST  
    C/O 1120 20TH STRET NW
     
    WASHINGTON, DC200363437

    $ 23,688


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 3
    Name of organization
    WORLDWIDE SMALL CHANGE FOUNDATION
     
    Employer identification number

    31-1734847
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a)
    No.from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Page 4
    Name of organization
    WORLDWIDE SMALL CHANGE FOUNDATION
     
    Employer identification number

    31-1734847
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No.from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 AccountingFeesSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 18,414     18,414

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2015 DepreciationSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Name of Bond End of Year Book Value End of Year Fair Market Value
    200,000 VERIZON COMMUNICATIONS 201,520 201,246

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Name of Stock End of Year Book Value End of Year Fair Market Value
    810 SHS ADOBE SYSTEMS 57,629 76,091
    650 SHS APPLE INC 60,486 68,419
    1,700 SHS B&G FOODS INC-A 0 0
    3,500 SHS BANK OF AMERICA CORP 54,964 58,905
    700 SHS CVS HEALTH CORP 39,706 68,439
    660 SHS CARLISLE COS INC 44,018 58,535
    1,000 SHS CAVIUM INC 42,357 65,710
    410 SHS COSTCO WHOLESALES CORP 59,464 66,215
    1,000 SHS DISNEY (THE WALT) CO 71,336 105,080
    900 SHS DISCOVER FINANCIAL SER 0 0
    830 SHS EOG RESOURCES INC 71,449 58,756
    930 SHS FACEBOOK INC A 56,365 97,334
    2,220 SHS GENERAL ELECTRIC CO 62,618 69,153
    530 SHS GILEAD SCIENCES INC 28,110 53,631
    100 SHS GOOGLE INC A 0 0
    45 SHS GOOGLE INC CL C 0 0
    740 SHS HERSHEY FOOD CORP 72,593 66,060
    620 SHS ILLINOIS TOOL WORKS IN 55,958 57,462
    1,010 SHS KRAFT FOODS GROUPS 53,235 73,488
    450 SHS MCKEESON CORP 0 0
    1,200 SHS MERCK & CO INC 65,308 63,384
    1,500 SHS MICROSOFT CORP 61,138 83,220
    700 SHS MOODYS CORP 70,009 70,238
    1,500 SHS MYLAN LABORTORIES 0 0
    250 SHS OREILLY AUTOMOTIVE 44,166 63,355
    550 SHS OCCIDENTAL PETROLEUM 0 0
    500 SHS PNC FINANCIAL SERVICES 41,451 47,655
    400 SHS PEPSICO INC 0 0
    435 SHS PROCTER & GAMBLE CO 31,647 34,543
    420 SHS ROPER INDUSTRIES 33,801 79,712
    2,500 SHS SCHWAB CHARLES 74,952 82,325
    705 SERVICENOW INC 48,050 61,025
    610 SHS TJX COMPANIES 32,163 43,255
    1,200 SHS US BANCORP 36,183 51,204
    400 SHS UNION PACIFIC CORP 0 0
    1,40 SHS VERIZON COMMUNICATION 66,351 64,708
    300 SHS ACTAVIS PLC 0 0
    1,700 SHS LIBERTY GLOBAL 50,733 69,309
    700 SHS LYONDELLBASEEL INDUS 0 0
    830 SHS SCHLUMBERGER 74,233 57,893
    1,200 SHS ABBVIE 70,756 71,088
    100 SHS ALPHABET INC/CA-CL A 45,408 77,801
    530 SHS CARDINAL HEALTH INC 46,927 47,313
    550 SHS ECOLAB INC 60,104 62,909
    410 SHS UNITEDHEALTH GORUP INC 47,404 48,232
    220 SHS ALLERGAN PLC 46,677 68,750

    TY 2015 OtherDecreasesSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Description Amount
    NON DIVIDEND DISTRIBUTIONS 220


    TY 2015 OtherExpensesSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 299     299
    MISCELLANEOUS 300     300


    TY 2015 OtherIncomeSchedule2
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEED 230 230  
    NONDIVIDEND DISTRIBUTION 218 218  


    TY 2015 OtherLiabilitiesSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO RICHARD VANDEMARK    


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVERNESS COUNSEL FEES 24,952 24,952    


    TY 2015 TaxesSchedule
    Name:
    WORLDWIDE SMALL CHANGE FOUNDATION
    EIN:
    31-1734847
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2014 TAXES DUE 2,104      
    2015 ESTIMATED TAXES 2,800