CHANGE HAPPENS FOUNDATION A DELAWARE NONPROFIT CORPORATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: CHANGE HAPPENS FOUNDATION A DELAWARE NONPROFIT CORPORATION (EIN 20-5222620)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-11-10
IRS object ID: 201723149349101432
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Contractor Compensation Expln
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-11-10T15:41:17-08:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOSS ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	635 CAMPBELL TECHNOLOGY PKWY	AddressLine1Txt
City	CAMPBELL	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	950085071	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205222620	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHANGE HAPPENS FOUNDATION	BusinessNameLine1Txt
Business Name Line2	A DELAWARE NONPROFIT ORGANIZATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	CHAN	BusinessNameControlTxt
Phone	7203464948	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	75-5710 MAMALAHOA HIGHWAY	AddressLine1Txt
City	HOLUALOA	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96725	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL DOUGLAS TROXEL	PersonNm
Person Title	CFO	PersonTitleTxt
Signature	2017-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Gregory M Lomazzi	PreparerPersonNm
PTIN	P00281327	PTIN
Phone	4085587500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$19,552,061	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$321,510	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$321,510	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$325,685	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,331,906	GrossSalesPriceAmt
Other Income Rev And Expnss	-$23,411	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$13,447	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	-$27,586	TotalRevAndExpnssAmt
Total Net Invst Incm	$308,063	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$142,333	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$142,333	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$77,667	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$77,667	OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss	$162	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$162	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$14,588	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$14,588	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$140,690	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$140,690	OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss	$52	InterestRevAndExpnssAmt
Interest Net Invst Incm	$52	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$27,292	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$8,663	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$16,129	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$40	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$40	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$13,481	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$8,870	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$4,611	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$416,305	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$158,275	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$255,530	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$668,014	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$668,014	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,084,319	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$158,275	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$923,544	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,111,905	ExcessRevenueOverExpensesAmt
Net Investment Income	$149,788	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$231,161	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,089,629	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,089,629	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$13,936,499	OtherInvestmentsBOYAmt
Other Investments EOY	$18,462,432	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$18,462,432	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$2,088	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,088	LandBldgEquipAccumDeprecAmt
Total Assets BOY	$14,167,660	TotalAssetsBOYAmt
Total Assets EOY	$19,552,061	TotalAssetsEOYAmt
Total Assets EOYFMV	$19,552,061	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$14,167,660	RetainedEarningBOYAmt
Retained Earning EOY	$19,552,061	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$14,167,660	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$19,552,061	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$14,167,660	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$19,552,061	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$14,167,660	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,111,905	ExcessRevenueOverExpensesAmt
Other Increases	$6,496,306	OtherIncreasesAmt
Subtotal	$19,552,061	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$19,552,061	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt
FROM K-1	P	2016-01-01	2016-12-31	$4,187	-$4,187	-$4,187
FROM K-1	P	2010-01-01	2016-12-31	$5,498	-$5,498	-$5,498
FROM K-1	P	2010-01-01	2016-12-31		$569	$569	$569
CAPITAL GAINS DISTRIBUTIONS	P	2010-01-01	2016-12-31		$34,282	$34,282	$34,282
PUBLICALLY TRADED SECURITIES - CS #6183	P	2010-01-01	2016-12-31	$26,853	$3,329	$3,329	$30,182
PUBLICALLY TRADED SECURITIES - CS #6209	P	2016-01-01	2016-12-31	$8,811	$3,740	$3,740	$12,551
PUBLICALLY TRADED SECURITIES - CS #6209	P	2015-01-01	2016-12-31	$12,141	$4,884	$4,884	$17,025
PUBLICALLY TRADED SECURITIES - CS #6191	P	2016-01-01	2016-12-31	$2,974	-$2,390	-$2,390	$584
PUBLICALLY TRADED SECURITIES - CS #6191	P	2015-01-01	2016-12-31	$13,058	-$11,070	-$11,070	$1,988
PUBLICALLY TRADED SECURITIES - CS #6933	P	2015-01-01	2016-12-31	$408,000	-$23,462	-$23,462	$384,538
PUBLICALLY TRADED SECURITIES - CS #7359	P	2016-01-01	2016-12-31	$12,417	-$5,889	-$5,889	$6,528
PUBLICALLY TRADED SECURITIES - CS #7359	P	2015-01-01	2016-12-31	$36,136	-$6,022	-$6,022	$30,114
PUBLICALLY TRADED SECURITIES - CS #9034	P	2016-01-01	2016-12-31	$89,916	-$3,047	-$3,047	$86,869
PUBLICALLY TRADED SECURITIES - CS #9034	P	2015-01-01	2016-12-31	$86,325	$4,883	$4,883	$91,208
PUBLICALLY TRADED SECURITIES - CS #9034	P	2015-01-01	2016-12-31	$1,515	-$12	-$12	$1,503
PUBLICALLY TRADED SECURITIES - WF #3252	P	2016-01-01	2016-12-31	$22,723	-$6,404	-$6,404	$16,319
PUBLICALLY TRADED SECURITIES - WF #3252	P	2015-01-01	2016-12-31	$72,781	$27,183	$27,183	$99,964
PUBLICALLY TRADED SECURITIES - WF #5186	P	2016-01-01	2016-12-31	$5,570,183	-$7,087	-$7,087	$5,563,096
PUBLICALLY TRADED SECURITIES - WF #5186	P	2015-01-01	2016-12-31	$2,076,139	-$231,844	-$231,844	$1,844,295
PUBLICALLY TRADED SECURITIES - WF #5186	P	2015-01-01	2016-12-31	$615,252	-$124,355	-$124,355	$490,897
PUBLICALLY TRADED SECURITIES - WF #5186	P	2015-01-01	2016-12-31	$8,108			$8,108
PUBLICALLY TRADED SECURITIES - WF #7846	P	2016-01-01	2016-12-31	$9,007	$4,643	$4,643	$13,650
PUBLICALLY TRADED SECURITIES - WF #7846	P	2015-01-01	2016-12-31	$42,228	$16,235	$16,235	$58,463
PUBLICALLY TRADED SECURITIES - WF #7846	P	2015-01-01	2016-12-31	$1,236	$1	$1	$1,237
PUBLICALLY TRADED SECURITIES - WF #7846	P	2015-01-01	2016-12-31		$998	$998	$998
PUBLICALLY TRADED SECURITIES - WF #7973	P	2016-01-01	2016-12-31	$39,319	-$9,551	-$9,551	$29,768
PUBLICALLY TRADED SECURITIES - WF #7973	P	2016-01-01	2016-12-31	$417	-$15	-$15	$402
PUBLICALLY TRADED SECURITIES - WF #7973	P	2015-01-01	2016-12-31	$58,472	$14,603	$14,603	$73,075
PUBLICALLY TRADED SECURITIES - WF #7973	P	2015-01-01	2016-12-31	$1,933	$700	$700	$2,633
PUBLICALLY TRADED SECURITIES - WF #7996	P	2016-01-01	2016-12-31	$59,649	$3,686	$3,686	$63,335
PUBLICALLY TRADED SECURITIES - WF #7996	P	2015-01-01	2016-12-31	$59,949	$15,406	$15,406	$75,355
PUBLICALLY TRADED SECURITIES - WF #8822	P	2016-01-01	2016-12-31	$78,098	-$6,998	-$6,998	$71,100
PUBLICALLY TRADED SECURITIES - WF #8822	P	2015-01-01	2016-12-31	$210,012	$2,212	$2,212	$212,224
BOARDWALK - GAIN ADJ	P	2015-01-01	2016-12-31	$9,559	-$9,559	-$9,559
PLAINS - GAIN ADJ	P	2015-01-01	2016-12-31		$9,046	$9,046	$9,046
ORION - LOSS ON FINAL K-1	P	2015-01-01	2016-12-31	$14,695	-$14,695	-$14,695

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$325,685	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$33,499	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$443,575	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$14,772,408	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.03003	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$436,029	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$15,423,288	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.02827	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$1,691,287	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$15,925,766	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.10620	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,575,147	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$16,283,352	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.09673	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,617,812	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$17,860,033	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.09058	DistributionYr5Rt
Total Distribution	0.351813	TotalDistributionRt
Average Distribution	0.070363	AverageDistributionRt
Net Vl Noncharitable Assets	$17,798,291	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$1,252,341	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,498	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1,253,839	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$923,544	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,996	InvestmentIncomeExciseTaxAmt
Subtotal	$2,996	SubtotalAmt
Tax Based On Investment Income	$2,996	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,118	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$1,500	AppliedToEsTaxAmt
Total Payments And Credits	$3,618	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$622	OverpaymentAmt
Applied To ES Tax	$622	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	changehappens.us	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	TINA TROXEL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8083227342	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	75-5710 MAMALAHOA HIGHWAY	AddressLine1Txt
City	HOLUALOA	CityNm
State Abbreviation	HI	StateAbbreviationCd
ZIP	96725	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
DOUGLAS D TROXEL
75-5710 MAMALAHOA HIGHWAY	HOLUALOA	HI	96725	President & CEO	1.00	$0
MICHAEL DOUGLAS TROXEL
75-5710 MAMALAHOA HIGHWAY	HOLUALOA	HI	96725	CFO	30.00	$127,333
SERGEI GEORGE TROXEL
75-5710 MAMALAHOA HIGHWAY	HOLUALOA	HI	96725	Secretary	1.00	$5,000
KENNETH D TROXEL
75-5710 MAMALAHOA HIGHWAY	HOLUALOA	HI	96725	Director	1.00	$5,000
KRISTIN D NONG
75-5710 MAMALAHOA HIGHWAY	HOLUALOA	HI	96725	Director	1.00	$5,000

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WELLS FARGO CLEARING SERVICES LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2801 MARKET STREET	AddressLine1Txt
City	SAINT LOUIS	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63103	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT MGMT	ServiceTypeTxt
Compensation	$134,157	CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$16,506,020	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,272,771	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$290,540	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,069,331	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$18,069,331	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$271,040	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$17,798,291	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$889,915	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$889,915	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,996	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,996	TotalTaxAmt
Distributable Before Adj	$886,919	DistributableBeforeAdjAmt
Distributable Before Ded	$886,919	DistributableBeforeDedAmt
Distributable As Adjusted	$886,919	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$923,544	ExpensesAndContributionsAmt
Qualifying Distributions	$923,544	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$923,544	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$886,919	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$742,078	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$763,757	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$915,711	ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov	$2,421,546	TotalExcessDistributionCyovAmt
Qualifying Distributions	$923,544	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$886,919	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$36,625	RemainingDistriFromCorpusAmt
Total Corpus	$2,458,171	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$742,078	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,716,093	ExcessDistriCyovToNextYrAmt
Excess From Year4	$763,757	ExcessFromYear4Amt
Excess From Year3	$915,711	ExcessFromYear3Amt
Excess From Current Year	$36,625	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MICHAEL D TROXEL	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 25327	AddressLine1Txt
City	PORTLAND	CityNm
State Abbreviation	OR	StateAbbreviationCd
ZIP	97298	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7203464948	RecipientPhoneNum
Recipient Email Address	MDF@CHANGEHAPPENS.US	RecipientEmailAddressTxt
Form And Info And Materials	There are two steps when applying for a grant from the Change Happens Foundation. Step One: Letter of Inquiry The application process to the Change Happens Foundation begins with an initial Letter of Inquiry which is required to determine whether the foundations current interests and budget allow consideration of the grantseekers request. Online FormThey ask that all applicants complete and submit our online Letter of Inquiry form providing basic organizational and project information. Their web address is www.changehappens.usDownload and MailIf you are unable to complete and submit your letter of inquiry online, please download and mail the Letter of Inquiry form. Step Two: Proposal If your Letter of Inquiry is accepted for further consideration, you will be asked to submit a formal grant proposal. Please do not submit a proposal without an invitation to apply	FormAndInfoAndMaterialsTxt
Submission Deadlines	123116	SubmissionDeadlinesTxt
Restrictions On Awards	The Change Happens Foundation will consider directing resources to activities or program-related investments that are within the foundations mission and budget limitations. Grants for religious activities, graduate or undergraduate scholarships will not be reviewed. Activities supported by grants must be charitable, educational, literary, or scientific, as defined under the appropriate provisions of the U.S. Internal Revenue Code and Treasury Regulations. The foundation monitors grants through regular financial and narrative reports submitted by the grantee.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TEACH FOR AMERICA
500 ALA MOANA BLVD STE 3-400	HONOLULU	HI	96813	N/A	PC	Teachers on the Big Island to alleviate the achievement gap problem	$8,000
DOS PUEBLOS ENGINEERING ACADEMY FND
7266 ALAMEDA AVE	GOLETA	CA	93117	N/A	PC	CHARITABLE.	$205,000
PESTICIDE ACTION NETWORK
1611 TELEGRAPH AVE STE 1200	OAKLAND	CA	94612	N/A	PC	CHARITABLE.	$10,000
ALGALITA MARINE RESEARCH FOUNDATION
148 N MARINA DRIVE	LONG BEACH	CA	90803	N/A	PC	CHARITABLE.	$10,000
IOWA CITIZENS FOR COMMUNITY IMPROVE
2001 FOREST AVENUE	DES MOINES	IA	50311	N/A	PC	CHARITABLE.	$15,000
UNITED ANGLERS OF CASA GRANDE INC
PO BOX 5897 333 CASA GRANDE RD	PETALUMA	CA	94954	N/A	PC	CHARITABLE.	$7,500
SPARK
315 W 9TH ST STE 313	LOS ANGELES	CA	90015	N/A	PC	CHARITABLE.	$5,000
SANTA BARBARA SCHOOL OF SQUASH
1530 CHAPALA ST STE B	SANTA BARBARA	CA	93101	N/A	PC	CHARITABLE.	$8,000
TREES FOR FUTURE
1400 SPRING STREET SUITE 150	SILVER SPRING	MD	20910	N/A	PC	CHARITABLE	$35,000
JOHN TRACY CLINIC
806 WEST ADAMS BLVD	LOS ANGELES	CA	90007	N/A	PC	CHARITABLE	$10,000
CITY HARVEST
6 EAST 32ND ST 5TH FLOOR	NEW YORK	NY	10016	N/A	PC	CHARITABLE	$15,000
CARAVAN TO CLASS
1001 BRIDGEWAY 730	SAUSALITO	CA	94965	N/A	PC	CHARITABLE	$10,000
POINT REYES NATIONAL SEASHORE ASSOC
1 BEAR VALLEY ROAD BLDG 70	POINT REYES STATION	CA	94956	N/A	PC	CHARITABLE	$6,000
DENVER KIDS
1860 LINCOLN STREET 9TH FLOOR	DENVER	CO	80203	N/A	PC	CHARITABLE	$15,000
BIG BROTHERS BIG SISTERS
2202 N WESTSHORE BLVD	TAMPA	FL	33607	N/A	PC	CHARITABLE	$5,000
VIDA VERDE NATURE EDUCATION
3540 LA HONDA ROAD	SAN GREGORIO	CA	94074	N/A	PC	CHARITABLE	$100,000
BRADY CENTER TO PREVENT GUN VIOLENC
840 FIRST STREET NE SUITE 400	WASHINGTON	DC	20002	N/A	PC	CHARITABLE	$20,000
WEST HAWAII COMMUNITY HEALTH CENTER
75-5751 KUAKINI HIGHWAY SUITE 203	KAILUAKONA	HI	96740	N/A	PC	CHARITABLE	$20,000
BOYS AND GIRLS CLUB
1275 PEACHTREE STREET NE	ATLANTA	GA	30309	N/A	PC	CHARITABLE	$5,000
DRUG POLICY ALLIANCE
131 WEST 33RD ST 15TH FLOOR	NEW YORK	NY	10001	N/A	PC	CHARITABLE	$15,000
BRENNAN CENTER FOR JUSTICE
161 AVENUE OF THE AMERICAS 12TH FL	NEW YORK	NY	10013	N/A	PC	CHARITABLE	$50,000
DELAWARE AEROSPACE EDUCATION FOUNDA
585 BIG OAK ROAD	SMYRNA	DE	19977	N/A	PC	CHARITABLE	$20,000
FROM K-1
75-5339-G MAMALAHOA HWY	HONUALOA	HI	96725	N/A	PC	CHARITABLE	$14
POWER MY LEARNING
520 8TH AVENUE 10TH FLOOR	NEW YORK	NY	10018	N/A	PC	CHARITABLE	$20,000
INQUIRING SYSTEMS INC
21885 BONNESS RD	SONOMA	CA	95476	N/A	PC	CHARITABLE	$5,000
FRIENDS OF THE NATIONAL ZOO
3001 CONNECTICUT AVE NW	WASHINGTON	DC	20008	N/A	PC	CHARITABLE	$10,000
THE REGENTS OF THE UNIVERSITY OF CA
1111 FRANKLIN ST 12TH FLOOR	OAKLAND	CA	94607	N/A	NC	CHARITABLE	$5,000
WILD PLUM CENTER FOR YOUNG CHILDREN
82 21ST AVE	LONGMONT	CO	80501	N/A	PC	CHARITABLE	$3,500
GET IN THE ACT ARTS IN ACTION
PO BOX 4726	STATELINE	NV	89449	N/A	PC	CHARITABLE	$5,000
INDIANA FOREST ALLIANCE INC
2123 N MERIDIAN ST	INDIANAPOLIS	IN	46202	N/A	PC	CHARITABLE	$5,000
HAWAII CENTER FOR FOOD SAFETY
1132 BISHOP SUITE 2107	HONOLULU	HI	96813	N/A	PC	CHARITABLE	$5,000
COMMUNITIES IN SCHOOL OF LOS ANGELE
2000 AVENUE OF THE STARS	LOS ANGELES	CA	90067	N/A	PC	CHARITABLE	$10,000
MY FRIEND'S PLACE
5850 HOLLYWOOD BLVD	LOS ANGELES	CA	90028	N/A	PC	CHARITABLE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$668,014	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$321,510	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$325,685	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
BOARDWALK - ORD INCOME	14	$19,344
OTHER INCOME FROM K-1S	14	-$46,900
OTHER INCOME FROM K-1'S			525990	-$9,964
PLAINS ALL AMER - ORD INC	14	$14,109

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	-$9,964	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$17,622	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$27,586	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$14,588	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$14,588	DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WELLS FARGO CLEARING SERVICES LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Explanation	MANAGEMENT OF FOUNDATION INVESTMENTS	ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (16 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
CS #036209	FMV
CS #036191	FMV
CS #036183	FMV
CS #036217	FMV
CS #036167	FMV
CS #009034	FMV
CS #716933	FMV
ORION FUTURES FUND L.P.	FMV
CS #017359	FMV
SEE ATTACHED STATEMENT #0514	FMV	$6,088,489	$6,088,489
SEE ATTACHED STATEMENT #3252	FMV	$423,843	$423,843
SEE ATTACHED STATEMENT #5186	FMV	$9,357,254	$9,357,254
SEE ATTACHED STATEMENT #7846	FMV	$375,769	$375,769
SEE ATTACHED STATEMENT #7973	FMV	$723,047	$723,047
SEE ATTACHED STATEMENT #7996	FMV	$711,381	$711,381
SEE ATTACHED STATEMENT #8822	FMV	$782,649	$782,649

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	Machinery and Equipment	CategoryOrItemTxt
Cost Or Other Basis	$2,088	CostOrOtherBasisAmt
Accumulated Depreciation	$2,088	AccumulatedDepreciationAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	legal fees	CategoryTxt
Legal Fees	$162	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$162	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
BANK FEES	$263	$263
DUES & MEMBERSHIP	$179	$179
PORTFOLIO DEDUCTIONS	$8,870		$8,870
POSTAGE	$570	$570
SUPPLIES	$1,698	$1,698
TELEPHONE/INTERNET	$1,373	$1,373
WEB HOSTING	$528	$528

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BOARDWALK - ORD INCOME	$19,344	$19,344
OTHER INCOME FROM K-1S	-$46,900	-$46,900
OTHER INCOME FROM K-1'S	-$9,964
PLAINS ALL AMER - ORD INC	$14,109	$14,109

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$140,690	Amt
Net Investment Income	$140,690	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$8,663	$8,663
irs excise tax	$2,500
PAYROLL TAXES	$16,129		$16,129