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OMB No. 1545-0052Return of Private FoundationForm 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private FoundationDepartment of the TreasuryInternal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements. À¾µµ
, 2011, and ending , 20For calendar year 2011 or tax year beginning
Name of foundation A Employer identification number
Telephone number (see instructions)Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B
City or town, state, and ZIP code
If exemption application ispending, check here
C ImmmmmmmIG Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here m
2. Foreign organizations meeting the
85% test, check here and attach
computation
Final return
Address change
Amended return
IName change mmmmmmmmmH Check type of organization: Section 501(c)(3) exempt private foundation
If private foundation status was terminated
under section 507(b)(1)(A), check here
E IOther taxable private foundationSection 4947(a)(1) nonexempt charitable trust mI Fair market value of all assets at end J Accounting method: Cash Accrual If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here
F
Iof year (from Part II, col. (c), line Other (specify) mI (Part I, column (d) must be on cash basis.)16) $
(d) DisbursementsAnalysis of Revenue and Expenses (The Part I (a) Revenue and (b) Net investment (c) Adjusted net for charitabletotal of amounts in columns (b), (c), and (d)
may not necessarily equal the amounts incolumn (a) (see instructions).)
expenses per income income purposesbooks
(cash basis only)
1 Contributions, gifts, grants, etc., received (attach schedule) mif the foundation is not required toattach Sch. BICheck2 mmmmmmmmm
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities mmmm5 a Gross rentsmmmmmmmmmmmmmmmmm
b Net rental income or (loss)
6 a Net gain or (loss) from sale of assets not on line 10b Gross sales price for all
assets on line 6a
7 Capital gain net income (from Part IV, line 2)m
Re
ve
nu
e
8 Net short-term capital gain mmmmmmmmmmmmmmmmmmmmm9 Income modificationsa Gross sales less returns10 mmmmmand allowances
b Less: Cost of goods sold mc Gross profit or (loss) (attach schedule) mmmm
11 Other income (attach schedule) mmmmmmm12 Total. Add lines 1 through 11mmmmmmmm13 Compensation of officers, directors, trustees, etc.mm14 Other employee salaries and wages mmmmm15 Pension plans, employee benefits mmmmmm16a Legal fees (attach schedule)mmmmmmmmm
b Accounting fees (attach schedule)mmmmmmc Other professional fees (attach schedule)mmm
17 Interestmmmmmmmmmmmmmmmmmmm18 Taxes (attach schedule) (see instructions)mmmmmm19 Depreciation (attach schedule) and depletionm20 Occupancymmmmmmmmmmmmmmmmm21 Travel, conferences, and meetingsmmmmmm22 Printing and publications mmmmmmmmmm23 Other expenses (attach schedule) mmmmmm24 Total operating and administrative expenses.
Add lines 13 through 23 mmmmmmmmmm
Op
era
tin
g a
nd
Ad
min
istr
ati
ve E
xp
en
ses
25 Contributions, gifts, grants paid mmmmmmm26 Total expenses and disbursements. Add lines 24 and 25
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements mmb Net investment income (if negative, enter -0-)
c Adjusted net income (if negative, enter -0-)mmJSAFor Paperwork Reduction Act Notice, see instructions. Form 990-PF (2011)
1E1410 1.000
WHOLE PLANET FOUNDATION 20-2376273
(512) 477-4455550 BOWIE STREET
AUSTIN, TX 78703
X
X
6,779,764.
8,416,152.
21,612. 21,612. 21,612. ATCH 1
273,077. ATCH 28,710,841. 21,612. 21,612.
0503,876. 503,876.95,111. 95,111.27,543. 27,543.ATCH 369,250. 69,250.ATCH 4
359,446. 359,446.*343. 343.
6,936.22,649. 22,649.86,507. 86,507.12,867. 12,867.
ATCH 6 139,753. 140,449.
1,324,281. 1,318,041.5,982,031. 5,982,031.7,306,312. 0 0 7,300,072.
1,404,529.21,612.
21,612.ATCH 5*
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 1
Form 990-PF (2011) Page 2Attached schedules and amounts in thedescription column should be for end-of-yearamounts only. (See instructions.)
Beginning of year End of yearBalance Sheets Part II
(a) Book Value (b) Book Value (c) Fair Market Value
1 Cash - non-interest-bearingmmmmmmmmmmmmmmmmmm2 Savings and temporary cash investmentsmmmmmmmmmmm
I3 Accounts receivable
ILess: allowance for doubtful accounts
I4 Pledges receivable
ILess: allowance for doubtful accounts
5 Grants receivable mmmmmmmmmmmmmmmmmmmmmm6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions) mmmmI7 Other notes and loans receivable (attach schedule)
ILess: allowance for doubtful accounts
8 Inventories for sale or use mmmmmmmmmmmmmmmmmm9 Prepaid expenses and deferred chargesmmmmmmmmmmmm
a10 Investments - U.S. and state government obligations (attach schedule)As
se
ts
mmb Investments - corporate stock (attach schedule)mmmmmmmmc Investments - corporate bonds (attach schedule)mmmmmmmm
11 Investments - land, buildings, Iand equipment: basisLess: accumulated depreciationI(attach schedule)
12 Investments - mortgage loans mmmmmmmmmmmmmmmm13 Investments - other (attach schedule)mmmmmmmmmmmmm
Land, buildings, and14 Iequipment: basisLess: accumulated depreciationI(attach schedule)
I15 Other assets (describe )
Total assets (to be completed by all filers - see the16
instructions. Also, see page 1, item I)mmmmmmmmmmmmmAccounts payable and accrued expenses17 mmmmmmmmmmmGrants payable18 mmmmmmmmmmmmmmmmmmmmmmmDeferred revenue19 mmmmmmmmmmmmmmmmmmmmmm
20 Loans from officers, directors, trustees, and other disqualified persons mMortgages and other notes payable (attach schedule)21 mmmmm
Lia
bil
itie
s
IOther liabilities (describe )22
23 Total liabilities (add lines 17 through 22)mmmmmmmmmmmIFoundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestrictedmmmmmmmmmmmmmmmmmmmmmmmmm25 Temporarily restricted mmmmmmmmmmmmmmmmmmmm26 Permanently restrictedmmmmmmmmmmmmmmmmmmmm
Foundations that do not follow SFAS 117,check here and complete lines 27 through 31. I
27 Capital stock, trust principal, or current fundsmmmmmmmmm28 Paid-in or capital surplus, or land, bldg., and equipment fund mmmmm29 Retained earnings, accumulated income, endowment, or other fundsmm30 Total net assets or fund balances (see instructions)mmmmmm31 Total liabilities and net assets/fund balances (seeN
et
As
se
ts o
r F
un
d B
ala
nces
instructions)mmmmmmmmmmmmmmmmmmmmmmmmmAnalysis of Changes in Net Assets or Fund Balances Part III
Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with1
end-of-year figure reported on prior year's return) 1mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmEnter amount from Part I, line 27a2 2mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
IOther increases not included in line 2 (itemize)3 3
Add lines 1, 2, and 34 4mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmIDecreases not included in line 2 (itemize)5 5
Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 306 mmmmm6
Form 990-PF (2011)
JSA
1E1420 1.000
WHOLE PLANET FOUNDATION 20-2376273
4,177,383. 5,183,880. 5,183,880.74,080.
6,000. 74,080. 74,080.1,252,454.
941,555. 1,252,454. 1,252,454.
60,502.48,760. 7,263. 11,742. 11,742.
ATCH 7 243,034. 257,608. 257,608.ATCH
5,375,235. 6,779,764. 6,779,764.
0 0X
4,679,829. 5,841,319.693,034. 925,352.
2,372. 13,093.
5,375,235. 6,779,764.
5,375,235. 6,779,764.
5,375,235.1,404,529.
6,779,764.
6,779,764.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 2
Form 990-PF (2011) Page 3
Capital Gains and Losses for Tax on Investment Income Part IV (b) Howacquired
P-PurchaseD-Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold(mo., day, yr.)
(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.)
1a
b
c
d
e
(g) Cost or other basis(f) Depreciation allowed (h) Gain or (loss)(e) Gross sales price
plus expense of sale(or allowable) (e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minuscol. (k), but not less than -0-) or(j) Adjusted basis (k) Excess of col. (i)
(i) F.M.V. as of 12/31/69 Losses (from col. (h))as of 12/31/69 over col. (j), if any
a
b
c
d
e
If gain, also enter in Part I, line 72 Capital gain net income or (net capital loss) $ &2If (loss), enter -0- in Part I, line 7
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 3mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income Part V
(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.Yes No
1 Enter the appropriate amount in each column for each year; see the instructions before making any entries.(a) (d)(b) (c)
Base period years Distribution ratioAdjusted qualifying distributions Net value of noncharitable-use assetsCalendar year (or tax year beginning in) (col. (b) divided by col. (c))
2010
2009
2008
2007
2006
2 Total of line 1, column (d) 2mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm3 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 3mmmmmmmmmmm4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5 4mmmmmmmmmm5 Multiply line 4 by line 3 5mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm6 Enter 1% of net investment income (1% of Part I, line 27b) 6mmmmmmmmmmmmmmmmmmmm7 Add lines 5 and 6 7mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm8 Enter qualifying distributions from Part XII, line 4 8mmmmmmmmmmmmmmmmmmmmmmmmm
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 thePart VI instructions.
JSA Form 990-PF (2011)1E1430 1.000
WHOLE PLANET FOUNDATION 20-2376273
X
4,728,364. 5,462,473. 0.8656093,127,865. 3,769,838. 0.8297083,457,428. 3,038,349. 1.137930
535,217. 2,349,570. 0.2277942,534,904. 644,173. 3.935129
6.996170
1.399234
7,135,964.
9,984,883.
216.
9,985,099.
7,300,072.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 3
Form 990-PF (2011) Page 4
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions) Part VI
7I and enter "N/A" on line 1.Exempt operating foundations described in section 4940(d)(2), check here1a mmmDate of ruling or determination letter: (attach copy of letter if necessary - see instructions)
*b Domestic foundations that meet the section 4940(e) requirements in Part V, check 18Ihere and enter 1% of Part I, line 27bmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmc All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of
Part I, line 12, col. (b).9
2Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)2 mmm3Add lines 1 and 23 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm44 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) mmm55 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- mmmmmmmmmmmmm
6 Credits/Payments:
6aa 2011 estimated tax payments and 2010 overpayment credited to 2011mmmm6bb Exempt foreign organizations - tax withheld at sourcemmmmmmmmmmmmm6cc Tax paid with application for extension of time to file (Form 8868)mmmmmmm6dd Backup withholding erroneously withheld mmmmmmmmmmmmmmmmmm
7Total credits and payments. Add lines 6a through 6d7 mmmmmmmmmmmmmmmmmmmmmmmmmmmmm8Enter any penalty for underpayment of estimated tax. Check here8 if Form 2220 is attached mmmmmmmI99 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed mmmmmmmmmmmmmmmmIOverpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 1010 mmmmmmmmmm
I11 Enter the amount of line 10 to be: Credited to 2012 estimated tax IRefunded 11
Statements Regarding Activities Part VII-A
Yes NoDuring the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate1a
1aor intervene in any political campaign?mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmb Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of the
1binstructions for definition)?mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmIf the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or
distributed by the foundation in connection with the activities.
1cc Did the foundation file Form 1120-POL for this year? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmd Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
II (2)(1) On the foundation. On foundation managers.$ $
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposede
I$on foundation managers.
2Has the foundation engaged in any activities that have not previously been reported to the IRS?2 mmmmmmmmmmmmmmmmIf "Yes," attach a detailed description of the activities.
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of3
3incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes mmmmmmmmmmmm4a4a Did the foundation have unrelated business gross income of $1,000 or more during the year?mmmmmmmmmmmmmmmmm4bIf "Yes," has it filed a tax return on Form 990-T for this year?b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm5Was there a liquidation, termination, dissolution, or substantial contraction during the year?5 mmmmmmmmmmmmmmmmmm
If "Yes," attach the statement required by General Instruction T.
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:6
%By language in the governing instrument, or
%By state legislation that effectively amends the governing instrument so that no mandatory directions that
6conflict with the state law remain in the governing instrument? mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm77 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
I8a Enter the states to which the foundation reports or with which it is registered (see instructions)
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 8bmmmmmmmmmmmmmmmmmm9 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 2011 or the taxable year beginning in 2011 (see instructions for Part XIV)? If "Yes," complete
Part XIV 9mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses 10mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmForm 990-PF (2011)
JSA
1E1440 1.000
WHOLE PLANET FOUNDATION 20-2376273
432.
432.0
432.
432.
432.
X
X
X
X
XX
X
XX
ATTACHMENT 8
X
X
X
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 4
Form 990-PF (2011) Page 5
Statements Regarding Activities (continued) Part VII-A
11
12
13
14
15
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
12
13
mmmmmmmmmmmmmmmmmmmmmmmmmDid 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) mmmmmmmmmmmmmmmmmmmmmmmmmDid the foundation comply with the public inspection requirements for its annual returns and exemption application?
Website address
The books are in care of
Located at
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here
and enter the amount of tax-exempt interest received or accrued during the year
mmmmmII ITelephone no.
I IZIP + 4
ImmmmmmmmmmmmmmmmmmI15mmmmmmmmmmmmmmmmmm
Yes No16 At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority
over a bank, securities, or other financial account in a foreign country? 16
1b
1c
2b
3b
4a
4b
mmmmmmmmmmmmmmmmmmmmmmmmmmmSee the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes," enter the name of
the foreign country IStatements Regarding Activities for Which Form 4720 May Be Required Part VII-B
Yes NoFile Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
1
2
3
4
a
b
c
a
b
c
a
b
a
b
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? Yes Nommmmmmmm(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a
disqualified person? Yes Nommmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? Yes Nommmmmmm(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes Nommmmmmmm(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)? Yes Nommmmmmmmmmmmmmmmmmmmmmmmmmm(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.) Yes NommmmmmmmmmmmmmmmIf 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)? mmmmmmmmmmmmmmmmmmIOrganizations relying on a current notice regarding disaster assistance check heremmmmmmmmmmmmmm
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 2011?mmmmmmmmmmmmmmmmmmmmmmmmmmmTaxes 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)):
At the end of tax year 2011, did the foundation have any undistributed income (lines 6d and
6e, Part XIII) for tax year(s) beginning before 2011? Yes NommmmmmmmmmmmmmmmmmmmmmmmmIIf "Yes," list the years , , ,
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.) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmIf the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
I , , ,
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise
at any time during the year? Yes NommmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmIf "Yes," did it have excess business holdings in 2011 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 2011.) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmDid the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?mmmmmmmmDid 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 2011?mmForm 990-PF (2011)
JSA
1E1450 1.000
WHOLE PLANET FOUNDATION 20-2376273
X
XX
WWW.WHOLEPLANETFOUNDATION.ORGWHOLE FOODS MARKET - TAX DEPT 512-542-0255
550 BOWIE STREET AUSTIN, TX 78703-4644
X
UNITED KINGDOM
X
XXX
X
X
X
X
X
X
X
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 5
Form 990-PF (2011) Page 6
Statements Regarding Activities for Which Form 4720 May Be Required (continued) Part VII-B
5 a 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))? Yes Nommmmmm(2) Influence the outcome of any specific public election (see section 4955); or to carry on,
directly or indirectly, any voter registration drive? Yes Nommmmmmmmmmmmmmmmmmmmmmmm(3) Provide a grant to an individual for travel, study, or other similar purposes? Yes Nommmmmmmmmmmm(4) Provide a grant to an organization other than a charitable, etc., organization described in
section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions) Yes Nommmmmmmmmmmmmm(5) Provide for any purpose other than religious, charitable, scientific, literary, or educational
purposes, or for the prevention of cruelty to children or animals? Yes Nommmmmmmmmmmmmmmmmb 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
6b
7b
mmmmmmmmmmmmmmIOrganizations relying on a current notice regarding disaster assistance check heremmmmmmmmmmmmmmm
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? Yes NommmmmmmmmmmmmmmmmmmIf "Yes," attach the statement required by Regulations section 53.4945-5(d).
6 a
b
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
on a personal benefit contract? Yes NommmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmDid the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If "Yes" to 6b, file Form 8870.
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction?
mmmmmmmmmmmm7 a Yes Nomm
b mmmmmmmmmmmmInformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors
Part VIII
1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).(b) Title, and average
hours per weekdevoted to position
(c) Compensation(If not paid, enter
-0-)
(d) Contributions toemployee benefit plans
and deferred compensation
(a) Name and address (e) Expense account,other allowances
2 Compensation of five highest-paid employees (other than those included on line 1 - see instructions). If none, enter"NONE."
(d) Contributions toemployee benefit
plans and deferredcompensation
(a) Name and address of each employee paid more than $50,000(b) Title, and average
hours per weekdevoted to position
(c) Compensation (e) Expense account,other allowances
ITotal number of other employees paid over $50,000 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmForm 990-PF (2011)
JSA
1E1460 1.000
WHOLE PLANET FOUNDATION 20-2376273
X
XX
X
X
X
X
XX
X
ATTACHMENT 9 0 0 0
ATTACHMENT 10 436,624. 54,068. 0
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 6
Form 990-PF (2011) Page 7
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,and Contractors (continued)
Part VIII
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
ITotal number of others receiving over $50,000 for professional servicesmmmmmmmmmmmmmmmmmmmmmmSummary of Direct Charitable Activities Part IX-A
List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number oforganizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Summary of Program-Related Investments (see instructions) Part IX-B AmountDescribe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
1
2
All other program-related investments. See instructions.
3
ITotal. Add lines 1 through 3mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmForm 990-PF (2011)
JSA
1E1465 1.000
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 11 350,734.
THE FOUNDATION PARTNERS WITH EXISTING CHARITABLEORGANIZATIONS THAT MANAGE MICRO-CREDIT PROJECTS TO HELPFAMILIES ESCAPE POVERTY BY PROVIDING ACCESS TO CAPITAL THAT 7,300,072.THEY CAN USE TO START THEIR OWN SMALL BUSINESSES. FUNDS IN2011 SUPPORTED AN EXPANSION OF THE MICROLENDING PROGRAMS IN40 COUNTRIES, INCLUDING THE UNITED STATES, SPANNING FIVECONTINENTS INCLUDING AFRICA, ASIA, EUROPE, NORTH AMERICA,AND SOUTH AMERICA. AS OF DECEMBER 31, 2011, OUR PROJECTSHAVE SUPPORTED OVER 200,000 BORROWERS AND HAVE DISBURSEDOVER $115 MILLION IN MICRO CREDIT LOANS.
NONE
NONENONE
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 7
Form 990-PF (2011) Page 8
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
Part X
1
purposes:
Average monthly fair market value of securities
Average of monthly cash balances
Fair market value of all other assets (see instructions)
Total (add lines 1a, b, and c)
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
1a
1b
1c
1d
a
b
c
d
e
Acquisition indebtedness applicable to line 1 assets
Subtract line 2 from line 1d
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
1e
2
3
4
2
3
4
5
6
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmCash deemed held for charitable activities. Enter 1 1/2 % of line 3 (for greater amount, see
instructions)
5mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
Minimum investment return. Enter 5% of line 56mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating Part XI
Ifoundations and certain foreign organizations check here and do not complete this part.)
11 Minimum investment return from Part X, line 6mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm2a
2b
2 a Tax on investment income for 2011 from Part VI, line 5mmmmmmmmb Income tax for 2011. (This does not include the tax from Part VI.)mmm
2c
3
c Add lines 2a and 2b mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm3 Distributable amount before adjustments. Subtract line 2c from line 1 mmmmmmmmmmmmmmmmmm4 Recoveries of amounts treated as qualifying distributions 4
5
6
7
mmmmmmmmmmmmmmmmmmmmmmmmm5 Add lines 3 and 4 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm6 Deduction from distributable amount (see instructions) mmmmmmmmmmmmmmmmmmmmmmmmmm7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmline 1
Qualifying Distributions (see instructions) Part XII
1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26
Program-related investments - total from Part IX-B
purposes
Amounts set aside for specific charitable projects that satisfy the:
Suitability test (prior IRS approval required)
Cash distribution test (attach the required schedule)
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
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)
Adjusted qualifying distributions. Subtract line 5 from line 4
a
b
1a
1b
2
mmmmmmmmmmmmmmmmm2
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmAmounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
3mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
a
b
3a
3b
4
5
6
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm4
5
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
6mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
mmmmmmmmmmmmmmmmmmmmmmmNote. 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 (2011)
JSA
1E1470 1.000
WHOLE PLANET FOUNDATION 20-2376273
5,648,748.1,595,886.7,244,634.
7,244,634.
108,670.7,135,964.
356,798.
X
7,300,072.
7,300,072.
07,300,072.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 8
Form 990-PF (2011) Page 9
Undistributed Income (see instructions) Part XIII
(b)(a) (c) (d)
Years prior to 2010Corpus 2010 20111 Distributable amount for 2011 from Part XI,
line 7 mmmmmmmmmmmmmmmmmmmmmUndistributed income, if any, as of the end of 2011:2
a Enter amount for 2010 only mmmmmmmmmmTotal for prior years: 20 ,20 20b ,
3 Excess distributions carryover, if any, to 2011:
a From 2006 mmmmmmb From 2007 mmmmmmc From 2008 mmmmmmd From 2009 mmmmmme From 2010 mmmmmmf Total of lines 3a through emmmmmmmmmmm
4 Qualifying distributions for 2011 from Part XII,
Iline 4: $
a Applied to 2010, but not more than line 2ammmb Applied to undistributed income of prior years
(Election required - see instructions)mmmmmmmc Treated as distributions out of corpus (Election
required - see instructions) mmmmmmmmmmmd Applied to 2011 distributable amount mmmmme Remaining amount distributed out of corpus mm
5 Excess distributions carryover applied to 2011m(If an amount appears in column (d), the sameamount must be shown in column (a).)
6 Enter the net total of each column asindicated below:
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5a
Prior years' undistributed income. Subtractbline 4b from line 2b mmmmmmmmmmmmmm
c Enter the amount of prior years' undistributedincome for which a notice of deficiency has beenissued, or on which the section 4942(a) tax hasbeen previously assessedmmmmmmmmmmmm
d Subtract line 6c from line 6b. Taxableamount - see instructionsmmmmmmmmmmmm
e Undistributed income for 2010. Subtract line4a from line 2a. Taxable amount - seeinstructions mmmmmmmmmmmmmmmmmmUndistributed income for 2011. Subtract lines4d and 5 from line 1. This amount must bedistributed in 2012
f
mmmmmmmmmmmmmm7 Amounts treated as distributions out of corpus
to satisfy requirements imposed by section
170(b)(1)(F) or 4942(g)(3) (see instructions)mmm8 Excess distributions carryover from 2006 not
applied on line 5 or line 7 (see instructions)mmm9 Excess distributions carryover to 2012.
Subtract lines 7 and 8 from line 6ammmmmmm10 Analysis of line 9:
a Excess from 2007 mmmb Excess from 2008 mmmc Excess from 2009 mmmd Excess from 2010 mmme Excess from 2011 mmm
Form 990-PF (2011)
JSA
1E1480 1.000
WHOLE PLANET FOUNDATION 20-2376273
09 08 07
0
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 9
Form 990-PF (2011) Page 10
Private Operating Foundations (see instructions and Part VII-A, question 9) Part XIV
1 a If the foundation has received a ruling or determination letter that it is a private operating
Ifoundation, and the ruling is effective for 2011, enter the date of the rulingmmmmmmmmmmmmmb Check box to indicate whether the foundation is a private operating foundation described in section 4942(j)(3) or 4942(j)(5)
Tax year Prior 3 years2 a Enter the lesser of the ad-
justed net income from PartI or the minimum investmentreturn from Part X for eachyear listed
(e) Total(a) 2011 (b) 2010 (c) 2009 (d) 2008
mmmmmmmb 85% of line 2a mmmmmc Qualifying distributions from Part
XII, line 4 for each year listed mAmounts included in line 2c not
used directly for active conduct
of exempt activities
d
mmmmme Qualifying distributions made
directly for active conduct of
exempt activities. Subtract line
2d from line 2c mmmmmm3 Complete 3a, b, or c for the
alternative test relied upon:
a "Assets" alternative test - enter:
(1) Value of all assets mmmValue of assets qualifying(2)under section
4942(j)(3)(B)(i)mmmmm"Endowment" alternative test-
enter 2/3 of minimum invest-
ment return shown in Part X,
line 6 for each year listed
b
mmc "Support" alternative test - enter:
Total support other than
gross investment income
(interest, dividends, rents,
payments on securities
loans (section 512(a)(5)),
or royalties)
(1)
mmmmmmSupport from generalpublic and 5 or more
exempt organizations as provided in section 4942
(j)(3)(B)(iii)
(2)
mmmmmmLargest amount of sup-
port from an exempt organization
(3)
mmmmmGross investment income(4) m
Supplementary Information (Complete this part only if the foundation had $5,000 or more in assetsat any time during the year - see instructions.)
Part XV
Information Regarding Foundation Managers:1
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundationbefore the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:2
ICheck here if the foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations underother conditions, complete items 2a, b, c, and d.
a The name, address, and telephone number of the person to whom applications should be addressed:
b The form in which applications should be submitted and information and materials they should include:
c Any submission deadlines:
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or otherfactors:
JSA Form 990-PF (2011)1E1490 1.000
WHOLE PLANET FOUNDATION 20-2376273
07/25/2007X
21,612. 20,918. 9,449. 6,401. 58,380.18,370. 17,780. 8,032. 5,441. 49,623.
7,300,072. 4,728,364. 3,127,865. 3,457,428. 18,613,729.
7,300,072. 4,728,364. 3,127,865. 3,457,428. 18,613,729.
6,779,764. 5,375,235. 4,424,304. 3,103,886. 19,683,189.
6,779,764. 5,375,234. 4,424,303. 3,103,886. 19,683,187.
237,865. 182,083. 125,661. 101,278. 646,887.
8,416,152. 5,743,567. 4,256,965. 4,144,942. 22,561,626.
8,416,152. 5,743,567. 4,256,965. 4,144,942. 22,561,626.
21,612. 20,918. 9,449. 6,401. 58,380.
N/A
N/A
X
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 10
Form 990-PF (2011) Page 11
Supplementary Information (continued) Part XV 3 Grants and Contributions Paid During the Year or Approved for Future Payment
If recipient is an individual,show any relationship toany foundation manageror substantial contributor
Foundationstatus ofrecipient
Recipient Purpose of grant orcontribution
AmountName and address (home or business)
a Paid during the year
ITotal mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 3a
b Approved for future payment
ITotal mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 3b
Form 990-PF (2011)
JSA
1E1491 1.000
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 12
5,982,031.
ATTACHMENT 13
7,955,977.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 11
Form 990-PF (2011) Page 12
Analysis of Income-Producing Activities Part XVI-A (e)
Related or exemptfunction income
(See instructions.)
Unrelated business income Excluded by section 512, 513, or 514Enter gross amounts unless otherwise indicated.
(a)
Business code
(b)
Amount
(d)
Amount
(c)
Exclusion code1 Program service revenue:
a
b
c
d
e
f
g Fees and contracts from government agencies
2 Membership dues and assessments mmmmm3 Interest on savings and temporary cash investments
4 Dividends and interest from securities mmmmNet rental income or (loss) from real estate:5
a Debt-financed propertymmmmmmmmmmb Not debt-financed propertymmmmmmmm
6 Net rental income or (loss) from personal property mOther investment income7 mmmmmmmmmm
8 Gain or (loss) from sales of assets other than inventory
9 Net income or (loss) from special events mmm10 Gross profit or (loss) from sales of inventorymm11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) mmmm13 Total. Add line 12, columns (b), (d), and (e) 13mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm(See worksheet in line 13 instructions to verify calculations.)
Relationship of Activities to the Accomplishment of Exempt Purposes Part XVI-B
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.)
Line No.
L
JSA Form 990-PF (2011)1E1492 1.000
WHOLE PLANET FOUNDATION 20-2376273
14 21,618.
MARK TO MARKET A/R 273,077.
294,695.294,695.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 12
OMB No. 1545-0047Schedule B Schedule of Contributors
À¾µµ(Form 990, 990-EZ,or 990-PF) IDepartment of the TreasuryInternal Revenue Service
Attach to Form 990, Form 990-EZ, or Form 990-PF.
Name of the organization Employer identification number
Organization type (check one):
Filers of:
Form 990 or 990-EZ
Section:
501(c)( ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.
Special Rules
For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of
the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1.
Complete Parts I and II.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary,
or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the
year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or
more during the year I$mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmCaution. 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
Part I, line 2, of its Form 990-PF, 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. Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
JSA
1E1251 1.000
WHOLE PLANET FOUNDATION20-2376273
X
X
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 14
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
1 KRAFT FOODS GLOBAL, BACK TO NATURE X
4970 PRICE DRIVE 150,000.
SUWANEE, GA 30024
2 ITO EN X
45 MAIN STREET 150,000.
BROOKLYN, NY 11201
3 WHOLE FOODS MARKET SERVICES, INC. X
550 BOWIE STREET 1,634,039.
AUSTIN, TX 78703
4 SEVENTH GENERATION X
60 LAKE STREET 150,000.
BURLINGTON, VT 05401
5 FRITO LAY, STACY'S PITA CHIPS X
4170 ASFORD-DUNWOODY ROAD, STE 300 150,000.
ATLANTA, GA 30319
6 PEPSICO, NAKED JUICE X
1333 S. MAYFLOWER AVENUE, STE 100 150,000.
MONROVIA, CA 91016
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 15
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
7 BARNEY BUTTER X
2925 S. ELM AVENUE, STE 101 42,323.
FRESNO, CA 93706
8 LATE JULY X
3166 MAIN STREET 35,000.
BARNSTABLE, MA 02630
9 SNIKIDDY LLC X
2505 WALNUT STREET #100 30,328.
BOULDER, CO 80302
10 ALACER CORP X
80 ICON 30,170.
FOOTHILL RANCH, CA 92610
11 CAFE SPICE, ZAIKA FLAVORS OF INDIA X
677 LITTLE BRITAIN ROAD 28,314.
NEW WINDSOR, NY 12553
12 MRS. MEYERS X
420 NORTH 5TH STREET, STE 500 25,000.
MINNEAPOLIS, MN 55401
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 16
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
13 SAMBAZON INC. X
1160 CALLE CORDILLERA 18,653.
SAN CLEMENTE, CA 92673
14 STEPHANIE FALK X
614B FOREST AVE 18,000.
CHATTANOOGA, TN 37405
15 GENJI, INC. X
1500 JOHN F. KENNEDY BLVD, STE 725 17,816.
PHILADELPHIA, PA 19102
16 KASHI COMPANY X
4275 EXECUTIVE SQUARE 15,768.
LA JOLLA, CA 92037
17 34 DEGREES X
3507 RINGSBY CT, STE 106 14,585.
DENVER, CO 80216
18 TDT MEDIA X
495 BROOME STREET, FL3 13,000.
NEW YORK, NY 10013
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 17
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
19 GARDEN OF LIFE X
5500 VILLAGE BLVD, STE 202 12,048.
WEST PALM BEACH, FL 33407
20 TRADITIONAL MEDICINALS X
4515 ROSS ROAD 11,928.
SEBASTOPOL, CA 95472
21 SIMPLY ASIA GOODS, LLC X
2342 SHATTUCK AVENUE, PMB #322 10,695.
BERKELEY, CA 94712
22 RAPHAEL SAGALYN, INC. X
4922 FAIRMONT AVENUE, STE 200 10,625.
BETHESDA, MD 20814
23 STONYFIELD FARMS X
10 BURTON DRIVE 10,300.
LONDONDERRY, NH 03053
24 MCCORMICK THAI KITCHEN, SIMPLY ASIA FOOD X
PO BOX 13242 10,000.
BERKELEY, CA 94712
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 18
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
25 O.N.E. COCONUT WATER X
1401 WESTWOOD BLVD, STE 200 10,000.
LOS ANGELES, CA 90024
26 GUAYAKI X
6782 SEBASTOPOL AVENUE 10,000.
SEBASTOPOL, CA 95472
27 BE GREEN PACKAGING X
121 WEST DE LA GUERRA STREET, STE B 10,000.
SANTA BARBARA, CA 93101
28 SOOFOO X
2100 JACKSON STREET, APT. 1 10,000.
SAN FRANCISCO, CA 94115
29 BOB'S RED MILL X
13521 SE PHEASANT COURT 10,000.
MILWAUKIE, OR 97222
30 IZZE BEVERAGE CO. X
1035 PEARL STREET 10,000.
BOULDER, CO 80302
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 19
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
31 BLUE SKY BEVERAGE CO. X
550 MONICA CIRCLE, STE 201 9,472.
CORONA, CA 92880
32 VAN'S INTERNATIONAL X
3285 EAST VERNON AVENUE 9,152.
VERNON, CA 90058
33 VITAL FARMS X
4507 BRANDT ROAD 8,333.
AUSTIN, TX 78744
34 SR MAX SHOES X
2701 PATTERSON STREET 7,530.
GREENSBORO, NC 27407
35 ODWALLA X
1205 S. PLATTE RIVER DRIVE #106 6,591.
DENVER, CO 80223
36 NATURE'S PATH FOODS X
9100 VAN HORNE WAY V6X 1W3 5,857.
RICHMOND BCCANADA
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 20
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 2
Name of organization Employer identification number
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. Part I
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
(a)No.
(b)Name, address, and ZIP + 4
(c)Total contributions
(d)Type of contribution
Person
Payroll
Noncash$
(Complete Part II if there isa noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1253 1.000
WHOLE PLANET FOUNDATION20-2376273
37 GREEN CHILDREN FOUNDATION X
15821 VENTURA BLVD., STE 490 5,378.
ENCINO, CA 91436
38 ADVERTISING WITH WIT X
6115 W. EXECUTIVE DRIVE 5,238.
MEQUON, WI 53092
39 GLENDA FLANAGAN X
550 BOWIE STREET 5,200.
AUSTIN, TX 78703
40 JAMIESON SMITH X
3998 NW 23RD TERR 5,200.
BOCA RATON, FL 33431
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 21
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 3Name of organization Employer identification number
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed. Part II
(a) No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$
(a) No.
from
Part I
(c)
FMV (or estimate)
(see instructions)
(b)
Description of noncash property given
(d)
Date received
$
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)JSA
1E1254 1.000
WHOLE PLANET FOUNDATION20-2376273
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 22
Schedule B (Form 990, 990-EZ, or 990-PF) (2011) Page 4Name of organization Employer identification number
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizationsthat total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
Part III
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,contributions of $1,000 or less for the year. (Enter this information once. See instructions.) I$Use duplicate copies of Part III if additional space is needed.
(a) No.fromPart 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.fromPart 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.fromPart 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.fromPart 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) (2011)JSA
1E1255 1.000
WHOLE PLANET FOUNDATION20-2376273
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 23
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 1
FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS
REVENUEAND NET ADJUSTED
EXPENSES INVESTMENT NETDESCRIPTION PER BOOKS INCOME INCOME
INTEREST INCOME 21,612. 21,612. 21,612.
TOTAL 21,612. 21,612. 21,612.
ATTACHMENT 100304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 24
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 2
FORM 990PF, PART I - OTHER INCOME
REVENUEAND
EXPENSESDESCRIPTION PER BOOKSMARK TO MARKET A/R 273,077.
TOTALS 273,077.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 25
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 3
FORM 990PF, PART I - LEGAL FEES
REVENUEAND NET ADJUSTED
EXPENSES INVESTMENT NET CHARITABLEDESCRIPTION PER BOOKS INCOME INCOME PURPOSES
LEGAL FEES 27,543. 27,543.
TOTALS 27,543. 27,543.
ATTACHMENT 300304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 26
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 4
FORM 990PF, PART I - ACCOUNTING FEES
REVENUEAND NET ADJUSTED
EXPENSES INVESTMENT NET CHARITABLEDESCRIPTION PER BOOKS INCOME INCOME PURPOSES
ACCOUNTING FEES 69,250. 69,250.
TOTALS 69,250. 69,250.
ATTACHMENT 400304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 27
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 5
FORM 990PF, PART I - OTHER PROFESSIONAL FEES
REVENUEAND
EXPENSES CHARITABLEDESCRIPTION PER BOOKS PURPOSES
OTHER PROFESSIONAL FEES 8,712. 8,712.FIELD PROGRAM MANAGEMENT 350,734. 350,734.
TOTALS 359,446. 359,446.
ATTACHMENT 500304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 28
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 6
FORM 990PF, PART I - OTHER EXPENSES
REVENUEAND
EXPENSES CHARITABLEDESCRIPTION PER BOOKS PURPOSESWEBSITE DESIGN AND MAINTENANCE 23,110. 23,110.MARKETING -791. -791.PROCESSING FEES 1,650. 1,650.COMMUNICATION EXPENSE 11,743. 11,743.SUPPLIES 3,986. 3,986.POSTAGE & DELIVERY 2,164. 2,164.MEMBERSHIP AND DUES 1,552. 1,552.MEALS 7,736. 7,736.FUNDRAISING EXPENSES 86,267. 86,267.MISCELLANEOUS 2,336. 3,032.
TOTALS 139,753. 140,449.
ATTACHMENT 600304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 29
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 7
FORM 990PF, PART II - OTHER ASSETS
ENDING ENDINGDESCRIPTION BOOK VALUE FMV
WFM STOCK OPTIONS 201,204. 201,204.OTHER LT INVESTMENT SECURITIES 56,404. 56,404.
TOTALS 257,608. 257,608.
ATTACHMENT 700304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 30
WHOLE PLANET FOUNDATION 20-2376273
ATTACHMENT 8
FORM 990PF, PART VII-A, LINE 8A - STATES
AL,AK,AZ,AR,CA,CO,CT,DC,FL,GA,HI,IL,KS,KY,ME,MD,MA,MI,MN,MS,MO,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA,RI,SC,TN,UT,VA,WA,WV,WI,
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 31
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 9
TITLE AND AVERAGE HOURS PERNAME AND ADDRESS WEEK DEVOTED TO POSITION
LEE VALKENAAR DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
PHILIP SANSONE PRESIDENT 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
ROBERTA LANG VP, ASSIST SECRETARY,TREASURER 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
PATRICIA YOST ASSISTANT SECRETARY 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
JOHN MACKEY DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
GLENDA FLANAGAN DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
ATTACHMENT 900304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 32
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 9 (CONT'D)
TITLE AND AVERAGE HOURS PERNAME AND ADDRESS WEEK DEVOTED TO POSITION
MICHAEL BESANCON DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
JEFF TETER DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
WALTER ROBB DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
JOY STODDARD SECRETARY 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
SCOTT ALLSHOUSE DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
KEN MEYER DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
ATTACHMENT 900304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 33
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 9 (CONT'D)
TITLE AND AVERAGE HOURS PERNAME AND ADDRESS WEEK DEVOTED TO POSITION
WILL PARADISE DIRECTOR 0 0 01.00550 BOWIE STREET
AUSTIN, TX 78703
GRAND TOTALS
ATTACHMENT 900304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 34
WHOLE PLANET FOUNDATION 20-2376273
990PF, PART VIII - COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEESATTACHMENT 10
TITLE AND AVERAGE CONTRIBUTIONSHOURS PER WEEK TO EMPLOYEE
NAME AND ADDRESS DEVOTED TO POSITION COMPENSATION BENEFIT PLANS
STEVE WANTA PROGRAM DIRECTOR 87,260. 10,768. 0550 BOWIE STREET 40.00AUSTIN, TX 78703
GENIE BOLDUC INTERNAL PROGRAMS 55,167. 7,562. 0550 BOWIE STREET 40.00AUSTIN, TX 78703
LAUREN EVANS MARKETING SPECIALIST 62,764. 8,479. 0550 BOWIE STREET 40.00AUSTIN, TX 78703
PHILIP SANSONE EXECUTIVE DIRECTOR 154,678. 16,634. 0550 BOWIE STREET 40.00AUSTIN, TX 78703
JOY STODDARD FUNDRAISING DIRECTOR 76,755. 10,625. 0550 BOWIE STREET 40.00AUSTIN, TX 78703
TOTAL COMPENSATION 436,624. 54,068.
ATTACHMENT 1000304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 35
WHOLE PLANET FOUNDATION 20-2376273
990PF, PART VIII- COMPENSATION OF THE FIVE HIGHEST PAID PROFESSIONALS
ATTACHMENT 11
NAME AND ADDRESS TYPE OF SERVICE COMPENSATION
BRIAN DOE FIELD PROGRAM MGMT 128,570.35585 SUFFOLK LANEPURCELLVILLE, VA 20132MONITOR AND EVALUATE EXISTING AND POTENTIAL MICRO FINANCE PROGRAMS INAFRICA AND THE MIDDLE EAST.
EVAN LAMBERT FIELD PROGRAM MGMT 113,144.1803 ROMERIA DRIVEAUSTIN, TX 78757MONITOR AND EVALUATE EXISTING AND POTENTIAL MICRO FINANCE PROGRAMS INLATIN AMERICA.
DANIEL ZOLTANI FIELD PROGRAM MGMT 109,020.43 PUGET DRIVESTEILACOOM, WA 98388MONITOR AND EVALUATE EXISTING AND POTENTIAL MICRO FINANCE PROGRAMS INASIA.
TOTAL COMPENSATION 350,734.
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 36
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
ASOCIACION CIVIL GUATEMALTECA GRAMEEN CREDIT 3,550.GRANT FUNDING FOR OPERATING EXPENSES OF THE
MICROFINANCE INSTITUTION OPERATED BY GRAMEEN
TRUST IN GUATEMALA.
PANAJACHEL
GUATEMALA
GRAMEEN AMERICA 150,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY GRAMEEN AMERICA IN OMAHA, NE ($50,000),
BROOKLYN, NY ($50,000), AND INDIANAPOLIS, IN
($50,000)
1460 BROADWAY, 14TH FLOOR
NEW YORK, NY 10036
PRO MUJER - ARGENTINA 100,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY PRO MUJER ARGENTINA.
ESPANA 817
SALTA
4400
ARGENTINA
GRAMEEN TRUST - INDIA 212,603.GRANT FUNDING FOR OPERATING EXPENSES OF THE
MICROFINANCE INSTITUTION OPERATED BY GRAMEEN
TRUST IN INDIA.
GRAMEEN BANK BHAPAN, MIRPUR 2
DHAKA
1216
BANGLADESH
A GLIMMER OF HOPE - ETHIOPIA 175,000.GRANT FUNDING FOR ONLENDING CAPITAL OF THE
MICROFINANCE INSTITUTIONS OMI AND OSCCO IN
ETHIOPIA.
3600 N. CAPITAL OF TEXAS HWY, BLDG B, STE 330
AUSTIN, TX 78746
MERCY CORPS - NEPAL 58,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY NIRDHAN BANK IN THE EASTERN HIGHLANDS OF
NEPAL.
3015 SW FIRST AVENUE
PORTLAND, OR 97201
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 37
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
SMALL ENTERPRISE DEVELOPMENT - THAILAND 187,500.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTIONS
OPERATED BY SMALL ENTERPRISE DEVELOPMENT (SED) IN
SURIN THAILAND.
21/50 LAK MUANG ROAD
MUANG
SURIN, 32000
THAILAND
GRAMEEN GHANA 100,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTIONS
OPERATED BY GRAMEEN IN GHANA.
WATHERSON RESIDENTIAL AREA
TAMALE
GHANA
ONE ACRE FUND 402,539.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY ONE ACRE FUND IN RWANDA ($133,739), KENYA
($168,800), AND BURUNDI ($100,000).
BOX 482, BUNGOMA
50200, KENYA/TYAZO HEAD OFFICE
NYAMASHEKE DISTRICT
RWANDA
CAURIE MICROFINANCE - SENEGAL 145,914.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY CAURIE MICROFINANCE IN SENEGAL.
BD MGR FRANCOIS XAVIER
DIONE ESCALE NORD THIES
BP: 3023
SENEGAL
PRO MUJER - MEXICO 125,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY PRO MUJER MEXICO.
BENEFICIO DEL PATIO #100 FRACC REAL
DE MINAS, PACHUCA DE SOTO
HIDALGO, 42090
MEXICO
INMAA - MOROCCO 123,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY MICROLOAN FOUNDATION IN MOROCCO.
IMMEUBLE NAFOURA A, 2 EMEETAGE
APPARTEMENT N2, KENITRA MAAMORA
KENITRA, 14000
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 38
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
MOROCCO
MICROLOAN FOUNDATION - MALAWI 150,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY MICROLOAN FOUNDATION IN MALAWI.
COLLADO HOUSE, BOMA STREET
P.O. BOX 491
KASUNGU
MALAWI
KOMIDA - INDONESIA 17,397.GRANT FUNDING FOR OPERATING EXPENSES OF THE
MICROFINANCE INSTITUTION OPERATED BY KOMIDA IN
INDONESIA.
JL MEKAR 03 A RT, 07 RW 04 TANJUNG
BARAT, JAGAKARSA
JAKARTA, 12530
INDONESIA
PRO MUJER - PERU 270,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY PRO MUJER PERU IN THE AREQUIPA REGION OF PERU.
JR. LIBERTAD 345, TERCER PISO
APARTADO POSTAL 545
PUNO
PERU
FUNDACION PARAGUAYA DE COPPERACION Y DESARROLLO 76,800.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY FUNDACION PARAGUAYA DE COOPERACION Y
DESARROLLO IN PARAGUAY.
ESQUINA TENIENTE ESPINOZA #5589
ASUNCION
PARAGUAY
FONDO DE DESARROLLO MICROEMPRESARIAL - ECUADOR 300,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY FONDO DE DESARROLLO MICROEMPRESARIAL (FODEMI)
ECUADOR.
AV JAIME RIVADENEIRA 688
Y AV MARIANO ACOSTA
IBARRA, IMBABURA
ECUADOR
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 39
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
ASALA WEST BANK / GAZA 150,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY PALESTINIAN BUSINESSWOMEN'S ASSOCIATION
(ASALA) IN PALESTINE.
P.O. BOX 2316
RAMALLAH, WEST BANK
PALESTINE
KORET ISRAEL ECONCOMIC DEVELOPMENT FUNDS 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY KORET ISRAEL ECONOMIC DEVELOPMENT FUNDS
(KIEDF) IN ISRAEL.
35 SHAUL HAMELECH BLVD
TEL AVIV
61333
ISRAEL
BANCO DE AHORRO Y CREDITO (ADOPEM) 100,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY ADOPEM IN DOMINICAN REPUBLIC.
CALLE HERIBERTO PIETER NO 12
ENSANCHE NACO
SANTO DOMINGO
DOMINICAN REPUBLIC
SMALL ENTERPRISE FOUNDATION - SOUTH AFRICA 150,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY SMALL ENTERPRISE FOUNDATION (SEF) IN SOUTH
AFRICA.
P.O. BOX 212
TZANEEN
850
SOUTH AFRICA
NEGROS WOMEN FOR TOMORROW FOUNDATION 111,147.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY NWTF IN THE PHILIPPINES.
102 SAN SEBASTIAN/VERBENA STREETS
BACOLOD CITY
6100
PHILIPPINES
GRAMEEN AVAL - COLOMBIA 310,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY GRAMEEN TRUST IN COLOMBIA.
CRA 1 A BIS B ESTE NO 76 A 30 SUR
BARRIO SANTA LIBRADA
COLOMBIA
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 40
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
PRO MUJER - NICARAGUA 150,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY PRO MUJER IN NICARAGUA.
ESTATUA DE LA MADRE
1 CUADRA AL OESTE, PARQUE SAN JUAN
LEON, 52003
NICARAGUA
CHAMROEUN - CAMBODIA 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY CHAMROEUN IN CAMBODIA.
#42D, STREET 320 BOEUNG TRABEK
PHNOM PENH
1113
CAMBODIA
TAO YEU MAY (TYM FUND) - VIETNAM 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY TYM IN VIETNAM.
20 THUY KHUE STREET, ROOM 304/305
HANOI
VIETNAM
BRAC - SIERRA LEONE 167,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY BRAC IN SIERRA LEONE.
23 OLD LUMLEY ROAD, OFF SPUR ROAD
WILBERFORCE
FREE TOWN, WESTERN AREA, 232
SIERRA LEONE
SOUTH PACIFIC BUSINESS DEVELOPMENT - SAMOA 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY SOUTH PACIFIC BUSINESS DEVELOPMENT (SPBD) IN
SAMOA.
GROUND FLOOR, PACIFIC BUILDINGS
PO BOX 1614
APIA
SAMOA
FUNDACION BANLGUALDAD - CHILE 220,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY FUNDACION BANLGUALDAD IN CHILE.
ORREGO LUCO 0140
SANTIAGO, PROVIDENCIA
4500000
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 41
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
CHILE
GRAINE - BURKINA FASO 107,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY GROUP D'ACCOMPAGNEMENT A I;INVESTISSEMENT ET A
I'EPARGNE (GRAINE) IN BURKINA FASO.
S/C 01
OUAGADOUGOU
BP 469
BURKINA FASO
ENDA INTER-ARABE - TUNISIA 94,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY ENDA INTER-ARABE (ENDA) IN TUNISIA.
3 RUE EL AACHA
CITE ETTADHAMEN
ARIANA, 2041
TUNISIA
BRAC - SRI LANKA 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY BRAC IN SRI LANKA.
111 ANGULANA STATION ROAD
COLOMBO
SRI LANKA
PRO MUJER - BOLIVIA 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY PRO MUJER IN BOLIVIA.
AVENIDA HERNANDO SILES N 5411
ESQ CALLE 8, OBRAJES, LA PAZ
MURILLO, 7338
BOLIVIA
CZWSDA - CHINA 150,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY CHIFENG ZHAOWUDA WOMEN'S SUSTAINABLE
DEVELOPMENT ASSOCIATION (CZWSDA) IN CHINA.
NO 1 ZHAOWUDA ROAD, HONGSHAN DISTR
CHIFENG INNER MONGOLIA
24000
CHINA
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 42
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
ATTACHMENT 12 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
BANCO DO POVO - BRAZIL 100,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY BANCO DO POVO IN BRAZIL.
RUA GRAO MOGOL, 650 - SION
BELO HORIZONTE
MINAS GERAIS
BRAZIL
GMPF - INDIA 200,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY GRAMEEN TRUST IN BANGLADESH.
GRAMEEN BANK BHAPAN, MIRPUR 2
DHAKA
BANGLADESH, 1216
INDIA
BRAC - TANZANIA 150,581.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY BRAC IN TANZANIA.
PLOT 2329 BLOCK H, MBEZI BEACH
P.O. BOX 105213
DAR ES SALAM
TANZANIA
FAMA - HONDURAS 25,000.GRANT FUNDING FOR ONLENDING CAPITAL AND OPERATING
EXPENSES OF THE MICROFINANCE INSTITUTION OPERATED
BY FAMA IN HONDURAS.
BARRIO EL CENTRO, UNA CUADRA AL
ESTE DEL PARQUE CENTRAL FLORES
JUTICALPA, OLANCHO
HONDURAS
TOTAL CONTRIBUTIONS PAID 5,982,031.
ATTACHMENT 12
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 43
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 13
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
FINCA - CONGO 500,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY FINCA IN
THE DEMOCRATIC REPUBLIC OF CONGO.
1286 AVE TOMBALBAYE ENTREE: AU COIN
AVE COLONEL EBEYA-AVE HOPITAL BP
13447
CONGO (KINSHASA)
BRAC - AFGHANISTAN 500,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY BRAC IN
AFGHANISTAN.
HOUSE #43, LANE #4, BUTCHER STREET
BAHRISTAN, KART-E-PARWAN
KABUL
AFGHANISTAN
ASALA WEST BANK / GAZA 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY ASALA IN
PALESTINE.
P.O. BOX 2316
RAMALLAH, WEST BANK
PALESTINE
KORET ISRAEL ECONOMIC DEVELOPMENT FUNDS - ISRAEL 200,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY KORET
ISRAEL ECONOMIC DEVELOPMENT FUNDS (KIEDF) IN
ISRAEL.
35 SHAUL HAMELECH BLVD
TEL AVIV
61333
ISRAEL
SMALL ENTERPRISE FOUNDATION - SOUTH AFRICA 350,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY SMALL
ENTERPRISE FOUNDATION (SEF) IN SOUTH AFRICA.
P.O. BOX 212
TZANEEN
850
SOUTH AFRICA
NEGROS WOMEN FOR TOMORROW FOUNDATION 222,293.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY NWTF IN
THE PHILIPPINES.
102 SAN SEBASTIAN/VERBENA STREETS
BACOLOD CITY
6100
ATTACHMENT 13
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 44
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 13 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
PHILIPPINES
GRAMEEN AVAL - COLOMBIA 190,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY GRAMEEN
AVAL IN COLOMBIA.
CRA 1 A BIS B ESTE NO 76 A SUR
BARRIO SANTA LIBRADA
COLOMBIA
PRO MUJER - NICARAGUA 150,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY PRO
MUJER IN NICARAGUA.
ESTATUA DE LA MADRE
1 CUADRA AL OESTE, PARQUE SAN JUAN
LEON, 52003
NICARAGUA
CHAMROEUN - CAMBODIA 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY
CHAMROEUN IN CAMBODIA.
#42D, STREET 320 BOEUNG TRABEK
PHNOM PENH
1113
CAMBODIA
TAO YEU MAY - VIETNAM 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY TAO YEU
MAY (TYM) IN VIETNAM.
20 THUY KHUE STREET, ROOM 304/305
HANOI
VIETNAM
GRAMEEN AMERICA 450,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY GRAMEEN
IN OMAHA, NE ($200,000), BROOKLYN, NY ($50,000),
AND INDIANAPOLIS, IN ($200,000).
1101 15TH STREET NW
WASHINGTON, DC 20005
ATTACHMENT 13
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 45
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 13 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
BRAC - SIERRA LEONE 333,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY BRAC IN
SIERRA LEONE.
23 OLD LUMLEY ROAD, OFF SPUR ROAD
WILBERFORCE
FREETOWN, 232
SIERRA LEONE
SOUTH PACIFIC BUSINESS DEVELOPMENT - SAMOA 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY SOUTH
PACIFIC BUSINESS DEVELOPMENT (SPBD) IN SAMOA.
GROUND FLOOR, PACIFIC BUILDINGS
BOX 1614
APIA
SAMOA
FUNDACION BANLGUALDAD - CHILE 280,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY
FUNDACION BANLGUALDAD IN CHILE.
ORREGO LUCO 0140
SANTIAGO, PROVIDENCIA
4500000
CHILE
GRAINE - BURKINA FASO 375,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY GROUP
D'ACCOMPAGNEMENT A I;INVESTISSEMENT ET A
I'EPARGNE (GRAINE) IN BURKINA FASO.
S/C 01
OUAGADOUGOU
BP 469
BURKINA FASO
ENDA INTER-ARABE - TUNISIA 401,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY ENDA
INTER-ARABE (ENDA) IN TUNISIA.
3 RUE EL AACHA, CITE ETTADHAMEN
ARIANA
2041
TUNISIA
ATTACHMENT 13
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 46
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 13 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
PRO MUJER - PERU 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY PRO
MUJER IN PERU.
JR. LIBERTAD 345 TERCER PISO
AP 545
PUNO
PERU
BRAC - SRI LANKA 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY BRAC IN
SRI LANKA.
111 ANGULANA STATION ROAD
COLOMBO
SRI LANKA
ONE ACRE FUND 534,200.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY ONE ACRE
FUND (OAF) IN KENYA ($331,200) AND BURUNDI
($203,000).
BOX 482, BUNGOMA, 50200
KENYA/TYAZO HEAD OFFICE
NYAMASHEKE DISTRICT
RWANDA
PRO MUJER - BOLIVIA 400,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY PRO
MUJER IN BOLIVIA.
AVENIDA HERNANDO SILES N 5411, ESQ
CALLE 8, OBRAJES, PLANTA BAJA
LA PAZ, MURILLO, 7338
BOLIVIA
CZWSDA - CHINA 150,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY CHIFENG
ZHAOWUDA WOMEN'S SUSTAINABLE DEVELOPMENT
ASSOCIATION (CZWSDA) IN CHINA.
NO 1 ZHAOWUDA ROAD HONGSHAN DISTR
CHIFENG INNER MONGOLIA
24000
CHINA
BANCO DO POVO - BRAZIL 200,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY BANCO DO
POVO IN BRAZIL.
RUA GRAO MOGOL, 650 - SION
BELO HORIZONTE
MINAS GERAIS
ATTACHMENT 13
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 47
WHOLE PLANET FOUNDATION 20-2376273
FORM 990PF, PART XV - CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT
ATTACHMENT 13 (CONT'D)
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
BRAZIL
GRAMEEN TRUST - BANGLADESH 300,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY GRAMEEN
TRUST IN BANGLADESH.
GRAMEEN BANK BHAPAN, MIRPUR 2
DHAKA
1216
BANGLADESH
BRAC - TANZANIA 345,484.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY BRAC IN
TANZANIA.
PLOT 2329, BLOCK H MBEZI BEACH
PO BOX 105213
DAR ES SALAAM
TANZANIA
FAMA - HONDURAS 275,000.FOR ONLENDING CAPITAL AND OPERATING EXPENSES OF
THE MICROFINANCE INSTITUTION OPERATED BY FAMA IN
HONDURAS.
BARRIO EL CENTRO, UNA CUADRA AL
ESTE DEL PARQUE CENTRAL FLORES
JUTICALPA, OLANCHO
HONDURAS
TOTAL CONTRIBUTIONS APPROVED 7,955,977.
ATTACHMENT 13
00304T V391 7/31/2012 2:37:39 PM V 11-5 WPF PAGE 48
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
Asociacion Civil ‐ Guatemalteca Grameen Credit ‐ ACGGC
Panajachel Guatemala
01/03/201104/05/201107/05/201110/19/2011 $3,550.00
The Foundation provided $3,550 in grant funding in the current tax year for operating expenses of the microfinance institution operated by Grameen 3,550$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Grameen Trust ‐ India / Microfinance Initiative Grameen
Kerala, India
Grameen Bank Bhapan, Mirpur 2, Dhaka 1216, Bangladesh 04/03/2011 $212,603.00
The grantee carried over $2,611 in grant funding from the previous tax year for onlending capital and operating expenses of the microfinance institution operated by Grameen. The Foundation provided $212,603 in grant funding in the current tax year for operating expenses of the microfinance institution operated by Grameen 215,214$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
1/14/113/16/115/4/116/15/117/4/119/12/1110/3/1110/12/1110/31/1112/15/111/3/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
A Glimmer of Hope / OCSSCO ‐ Ethiopia
3600 N. Capital of Texas Hwy. Bldg. B, Suite 330Austin, TX78746 8/30/2011 $175,000.00
The Foundation provided $175,000 in grant funding to A Glimmer of Hope Foundation, a US 501‐c3 not for profit in the current tax year for onlending capital of the microfinance institutions OMI and OSCCO in Ethiopia. 175,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
April 2011 Quarterly Report and Close Out
Report July 2011
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
KOMIDA ‐ Indonesia (formerly Grameen)
JL. Mekar No. 03 A RT. 07 RW. 04 Tanjung Barat, Jagakarsa Jakarta 12530 Indonesia
04/03/201107/14/2011 $17,397.00
The grantee carried over $212,603 in grant funding from the previous tax year for onlending capital and operating expenses of the microfinance institution operated by KOMIDA.The Foundation provided $17,397 in grant funding in the current tax year for operating expenses of the microfinance institution operated by Komida. 230,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
6/29/117/22/1110/31/1111/2/201112/9/111/31/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Mercy Corps ‐ Nepal
3015 SW First AvePortland, OR97201
09/08/2011 $58,000.00
The Foundation provided $58,000 in grant funding to Mercy Corps, a US 501‐c3, not for profit in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Nirdhan Bank in the Eastern Highlands of Nepal. 51,201$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
2/4/115/4/116/29/118/3/118/29/1112/13/1111/16/11
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Small Enterprise Development (SED) ‐ Thailand
21/50 Lak Muang Road Muang Surin 32000 Thailand
05/10/2011 $187,500.00
The Foundation provided $187,500 in PRI funding in the form of a program related investment in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Small Enterprise Development (SED) in Surin Thailand. 187,500$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/25/116/30/11
7/29/201110/27/111/27/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
Pro Mujer ‐ Peru
Jr. Libertad 345 Tercer PisoPunoPunoApartado Postal 545Peru
01/11/2011 $70,000.00
The Foundation provided $70,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Pro Mujer Peru in the Arequipa region of Peru. 70,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and site visit was conducted in May 2011.
Pro Mujer ‐ Argentina
España 817SaltaSalta4400Argentina
11/08/2011 $100,000.00
The Foundation provided $100,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Pro Mujer Argentina. 84,355$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Grameen GhanaWatherson Residential Area, Tamale, Ghana
06/22/2011 $100,000.00
The Foundation provided $100,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Grameen in Ghana. 100,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
April 2011, August 2011, October 2011, February 2012 Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
One Acre Fund (OAF) ‐ Rwanda
Box 482, Bungoma, 50200, Kenya/Tyazo Head Office, Nyamasheke District, Rwanada
10/04/2011 $133,739.00
The Foundation provided $133,739 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by One Acre Fund in Rwanda. 119,319$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
April 2011, August 2011, October 2011, February 2012 Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Caurie MF Senegal
BD MGR Francois Xavier Dione Escale Nord Thies BP: 3023 Senegal
10/04/2011 $145,914.00
The Foundation provided $145,914 in PRI funding in the form of a program related investment in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Caurie Microfinance in Senegal. 145,914$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
April 2011, August 2011, October 2011, February 2012 Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit was conducted in October 2011.
Pro Mujer ‐ Mexico
Beneficio del Patio #100 Fracc. Real de MinasPachuca de SotoHidalgo42090Mexico
08/05/2011 $125,000.00
The grantee carried over $121,347 in grant funding from the previous tax year for onlending capital and operating expenses of the microfinance institution operated by Pro Mujer Mexico.The Foundation provided $125,000 in grant funding in the form of a program related investment in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Pro Mujer Mexico. 246,347$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and site visit was conducted in January 2012.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
Institution Marocaine d'Appui a la Micro‐entreprise (INMAA) ‐ Morocco
Angle Rue Maâmora et Rue Reine Elizabeth II, Immeuble Nafoura A, 2ème étage, Appartement N°2, Kénitra Maâmora Kénitra Kénitra 14000 Morocco
11/04/2011 $123,000.00
The Foundation provided $123,000 in PRI funding in the form of a program related investment in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Microloan Foundation in Morocco. 121,064$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
April 2011, August 2011, October 2011, February 2012 Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit was conducted in October 2011.
Microloan Foundation (MLF) ‐ Malawi
Collado House, Boma St P.O. Box 491; Kasungu, Malawi
12/12/2011 $150,000.00
The Foundation provided $150,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Microloan Foundation in Malawi. 150,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
April 2011, August 2011, October 2011, February 2012 Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit was conducted in February 2012.
Fundación Paraguaya ‐ Paraguay
Manuel Blinder, Esquina Teniente Espinoza #5589AsuncionParaguay
01/11/2011 $76,800.00
The Foundation provided $76,800 in PRI funding in the form of a program related investment in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Fundacion Paraguaya de Cooperacion y Desarrollo in Paraguay 76,800$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and remote project review was conducted in September 2011.
Fondo de Desarrollo Microempresarial (FODEMI) ‐ Ecuador
AV. Jaime Rivadeneira 688 y Av. Mariano Acosta Ibarra ImbaburaEcuador
01/18/201108/19/2011 $300,000.00
The Foundation provided $300,000 in PRI funding in the form of a program related investment in the current tax year for onlending capital and operating expenses of the microfinance institution operated by FODEMI Ecuador. 277,919$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and remote project review was conducted in August 2011.
Palestinian Businesswomen's Association (ASALA) ‐ West Bank / Gaza (Palestine)
2nd floor Issa El Tawil Bld'g. Al Mobaden St., Irsal P.O. Box 2316 Ramallah West Bank Palestine
05/16/2011 $150,000.00
The Foundation Board has approved $450,000 and provided $150,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by ASALA in Palestine. 116,100$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
Koret Israel Economic Development Funds (KIEDF) ‐ Israel
35 Shaul Hamelech BlvdTel Aviv61333Israel
05/16/2011 $200,000.00
The Foundation Board has approved $400,000 and provided $200,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Kiedf in Israel. 200,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Banco de Ahorro y Crédito (ADOPEM) ‐ Dominican Republic
Calle Heriberto Pieter No. 12 Ensanche Naco.Santo DomingoDominican Republic
05/18/2011 $100,000.00
The Foundation Board has approved $300,000 and provided $100,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by ADOPEM in Dominican Republic. 91,001$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and site visit was conducted in March 2012.
Small Enterprise Foundation (SEF) ‐ South Africa
P.O. Box 212Tzaneen850South Africa
05/26/2011 $150,000.00
The Foundation Board has approved $500,000 and provided $150,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by SEF in South Africa 120,666$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Negros Women for Tomorrow Foundation (NWTF) ‐ Philippines
102 San Sebastian/Verbena StreetsBacolod City6100Philippines
06/07/2011 $111,147.00
The Foundation Board has approved $333,440 and provided $111,147 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by NWFT in the Philippines. 111,147$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
8/4/1110/11/1210/14/111/27/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Grameen Aval ‐ Colombia
Cra. 1ª A Bis B Este No. 76 A 30 Sur, Barrio Santa Librada
06/10/201110/21/2011 $310,000.00
The Foundation Board has approved $500,000 and provided $310,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Grameen Trust in Colombia 196,355$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and site visit was conducted in May 2012.
Pro Mujer ‐ Nicaragua (G2)
Estatua de la Madre, 1 cuadra al oeste. Parque San Juan. LeónLeón52003Nicaragua
07/01/2011 $150,000.00
The Foundation Board has approved $300,000 and provided $150,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Pro Mujer in Nicaragua. 150,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally a Field Project review and site visit was conducted in January 2012.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
Chamroeun ‐ Cambodia
#42D, street 320Boeung TrabekPhnom Penh1113Cambodia
07/05/2011 $200,000.00
The Foundation Board has approved $500,000 and provided $200,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Chamroeun in Cambodia. 200,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
9/19/1110/28/2011
12/1/111/9/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Tao Yeu May (TYM Fund) ‐ Vietnam
20 Thuy Khue St, Room 304/305HanoiVietnam
07/06/2011 $200,000.00
The Foundation Board has approved $500,000 and provided $200,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by TYM in Vietnam. 154,035$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
7/21/201110/31/1111/3/112/3/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Grameen America ‐ Omaha
1460 Broadway14th FloorNew York, NY 10036
07/20/2011 $50,000.00
The Foundation provided $50,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Grameen America in Omaha NB. 0
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
October 2011, February 2012
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
BRAC ‐ Sierra Leone
23 Old Lumley Road, Off Spur Road, Wilberforce Freetown Western Area 232 Sierra Leone
07/22/2011 $167,000.00
The Foundation Board has approved $500,000 and provided $167,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by BRAC in Sierra Leone. 109,577$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
South Pacific Business Development (SPBD) ‐ Samoa
Ground Floor, Pacific Buildings Saleufi PO Box 1614 ApiaSamoa
07/25/2011 $200,000.00
The Foundation Board has approved $500,000 and provided $200,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by SPBD in Samoa. 200,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
4/30/118/3/11
10/26/112/7/12
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Fundación BanIgualdad ‐ Chile
Orrego Luco 0140SantiagoProvidencia4500000Chile
07/25/2011 $220,000.00
The Foundation Board has approved $500,000 and provided $220,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Fundación BanIgualdad in Chile 39,814$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Additionally email correspondence and skype telephone calls have been help. Site visit scheduled for July 2012.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
GRoupe d'Accompagnement à l'INvestissement et à l'Epargne (GRAINE) ‐ Burkina Faso
S/c 01OuagadougouBP 469Burkina Faso
08/12/2011 $107,000.00
The Foundation Board has approved $482,000 and provided $107,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by GRAINE in Burkina Faso. 70,560$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Enda Inter‐Arabe (ENDA) ‐Tunisia
3 rue El AâchaCité EttadhamenAriana2041Tunisia
08/18/2011 $94,000.00
The Foundation Board has approved $495,000 and provided $94,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by ENDA in Tunisia. 94,000$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Pro Mujer ‐ Peru (G2)
Jr. Libertad 345 Tercer PisoPunoPunoApartado Postal 545Peru
09/02/2011 $200,000.00
The Foundation Board has approved $500,000 and provided $300,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Pro mujer in Peru. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit is scheduled for June 2012.
BRAC ‐ Sri Lanka
111, Angulana Station RoadColomboSri Lanka
09/14/2011 $200,000.00
The Foundation Board has approved $500,000 and provided $300,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by BRAC in Sri Lanka. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes. 1/29/2012
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Grameen America ‐ Brooklyn
1460 Broadway14th FloorNew York, NY 10036
09/15/2011 $50,000.00
The Foundation provided $50,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Grameen America in Brooklyn NY. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes. 2/1/2012
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Grameen America ‐ Indianapolis
1460 Broadway14th FloorNew York, NY 10036
09/15/2011 $50,000.00
The Foundation provided $50,000 in grant funding in the current tax year for onlending capital and operating expenses of the microfinance institution operated by Grameen America in Indianapolis IN. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes. 2/1/2012
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
One Acre Fund (OAF) ‐ Kenya (G2)
Box 482, Bungoma, 50200, Kenya/Tyazo Head Office, Nyamasheke District, Rwanada
09/28/2011 $168,800.00
The Foundation Board has approved $500,000 and provided $168,800 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by OAF in Kenya. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
One Acre Fund (OAF) ‐ Burundi
Box 482, Bungoma, 50200, Kenya/Tyazo Head Office, Nyamasheke District, Rwanada
10/20/2011 $100,000.00
The Foundation Board has approved $303,000 and provided $100,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by OAF in Burundi. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Pro Mujer ‐ Bolivia (G2)
Avenida Hernando Siles N° 5411, Esq. Calle 8, Obrajes, Edificio Ignacio de Loyola, Planta Baja La Paz Murillo 7338 Bolivia
10/31/2011 $200,000.00
The Foundation Board has approved $600,000 and provided $200,000 in PRI funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Pro mujer in Bolivia. 197,419$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit is scheduled for June 2012.
Chifeng Zhaowuda Women's Sustainable Development Association (CZWSDA) ‐ China
No.1 Zhaowuda Road Hongshan District Chifeng Inner Mongolia 24000 China, People's Republic of
10/19/2011 $150,000.00
The Foundation Board has approved $300,000 and provided $150,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by CZWSDA in China. 43,333$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
8/15/111/31/2012
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
Banco Do Povo ‐ Brazil
Rua Grão Mogol, 650 ‐ Sion Belo Horizonte Minas GeraisBrazil
11/18/2011 $100,000.00
The Foundation Board has approved $300,000 and provided $100,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Banco Do Povo in Brazil. 25,008$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit is scheduled for Q4 2012.
Grameen Motsho O Pashusampad Foundation (GMPF)
Grameen Bank Bhapan, Mirpur 2, Dhaka 1216, Bangladesh
11/25/2011 $200,000.00
The Foundation Board has approved $500,000 and provided $200,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by Grameen Trust in Bangladesh. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes. 10/4/2011
The Foundation verified that there was no diversion of Grant Funding by reviewing quarterly reports of grant utilization by The Grantee.
BRAC ‐ Tanzania
Plot 2329, Block H Mbezi Beach PO Box 105213 Dar es SalaamTanzania
12/13/2011 $150,581.00
The Foundation Board has approved $496,065 and provided $150,581 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by BRAC in Tanzania. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
August 2011, October 2011, February 2012
Quarterly Reports
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee.
Whole Planet FoundationEIN: 20‐2376273
Expenditure Responsibility StatementStatement Required by Reg. 53.4945‐5(d)Tax Year 2010 January 1st 2011 ‐ December 31st 2011
Grantee's Name Grantee's Address Dates of Grant in Current Tax Year
Grant / PRI Amount Grant / PRI Purpose Amount Expended by Grantee
Any Diversion by Grantee?
Dates of Report by Grantee
Verification
FAMA ‐ Honduras (G2)
Barrio el centro, una cuadra al este del parque central flores JuticalpaOlanchoHonduras
12/16/2011 $25,000.00
The Foundation Board has approved $300,000 and provided $25,000 in grant funding in 2011 for onlending capital and operating expenses of the microfinance institution operated by FAMA in Honduras. ‐$
To the knowledge of the Foundation, and based on direct participation with the Grantee, no part has been used for other than its intended purposes.
3/31/20116/30/20119/30/201112/31/11
The Foundation verified that there was no diversion of Grant Funding through review of reports of grant utilization by The Grantee. Site visit was conducted in May 2012.