2022-10-18T03:26:04-04:00 2021-11-30 953673745 ROBERT A PETTERSON CPA 9683 TIERRA GRANDE ST STE 101 SAN DIEGO CA 921266503 990PF 2020-12-01 463647196 ROBERT & HELEN E GRANT FOUNDATION ROBE 8586950596 9683 TIERRA GRANDE ST STE 101 SAN DIEGO CA 921266503 ROBERT A PETTERSON CEO/CHAIR 8586950596 2022-10-17 ROBERT PETTERSON XXX-XX-XXXX ROBERT A PETTERSON P01295415 8586950596 2022-10-18 X 2020 2022-09-23 18:48:47Z X 1448694 X 100000 X 6458 6458 53611 53611 10820 162226 170889 60069 93 3457 3550 0 0 90000 90000 93550 0 90000 77339 60069 16240 21202 21202 685239 717940 918271 462011 501687 509221 1163490 1240829 1448694 0 X 1163490 1240829 1163490 1240829 1163490 1240829 1163490 77339 1240829 1240829 835 835 835 480 480 X 1 356 false false false false false false false true true CA true false false false false true NA ROBERT PETTERSON 8586950596 9683 TIERRA GRANDE ST SUITE 101 SAN DIEGO CA 92126 false false false false false false false false false false false false false false false false false false false false ROBERT A PETTERSON 9683 TIERRA GRANDE ST STE 101 SAN DIEGO CA 92126 CEO/CHAIR 000.00 0 0 0 GAIL J PETTERSON 9683 TIERRA GRANDE ST STE 101 SAN DIEGO CA 92126 SECRETARY/TR 000.00 0 0 0 NONE NONE N/A 1345897 18721 0 1364618 1364618 20469 1344149 67207 67207 835 835 66372 66372 66372 90000 90000 90000 66372 6326 8079 31745 37311 31551 115012 90000 66372 23628 138640 0 6326 132314 8079 31745 37311 31551 23628 X PROMISES2KID 9400 RUFFIN COURT SUITE A SAN DIEGO CA 92123 NONE CAMP CONNECT FUNDING 50000 SAN DIEGO NATURAL HISTORY MUSEUM PO BOX 121390 SAN DIEGO CA 921121390 NONE SDNAT SUMMER CAMP SCHOLARSHIPS 20000 SAN DIEGO YMCA 3708 RUFFIN ROAD SAN DIEGO CA 92123 NONE CAMP MARSTON SCHOLARSHIPS 20000 90000 14 6458 14 53611 10820 60069 10820 70889 false false false false false false false false false false DOMINION ENERGY 2017-10 PURCHASE 2021-10 30249 32580 -2331 IRON MTN INC 2017-03 PURCHASE 2021-06 16839 12893 3946 MGM GROWTH PROPERTIES 2017-06 PURCHASE 2021-08 20099 13786 6313 MGM GROWTH PROPERTIES 2017-06 PURCHASE 2021-08 8040 5601 2439 MGM GROWTH PROPERTIES 2019-11 PURCHASE 2021-08 12059 9210 2849 PPL CORP 2017-03 PURCHASE 2021-10 14367 18300 -3933 SYSCO CORP 2020-06 PURCHASE 2021-06 11715 8797 2918 BLACKROCK SCIENCE & TECHNOLOGY 2019-05 PURCHASE 2021-07 119 119 UBS ACESS PORTFOLIO 2020-11 PURCHASE 2021-11 48739 50239 -1500 1 BANK OF AMERICA 6.25% 16322 16260 1 BP CPTL MARK PLC 3.535% 10149 10635 1 COMCAST CORP 3.15% 8872 9587 1 METLIFE INC 26731 31032 2 FT-PREFERRED SEC & INC 49301 50350 2 MS US GOVERNMENT 6796 2489 BLACKROCK INNOVATION & GROWTH 25000 19900 3 CALMOS 21004 29977 3 FRANKLIN INCOME A 35970 38085 ACCRUED INTEREST 6837 UBS FIXED INCOME BONDS 12443 12954 UBS FIXED INCOME PREF SEC 282262 287952 AT&T 29814 15981 BRIXMORE PPTY GRP REIT 4675 5685 CHEVERON CORP 31486 33861 CROWN CASTLE 28033 54495 CVS HEALTH CORP 20679 22265 DOMINION DOW INC 23787 21972 DUKE ENERGY CORP 40693 48505 GAMING & LEISURE PTTYS 39370 36096 GENERAL MOTORS 31664 34722 GLAXOSMITHKLINE 28335 26728 HEALTHPEAK PPTYS INC 14504 11501 IRON MTN INC 13647 17040 JOHNSON & JOHNSON 9803 15593 JPMORGAN CHASE 6717 15883 MASTERCARD INC CL A 10912 47238 MEDTRONIC PLC 12177 16005 MGM GROWTH PROPERTIES 1045 711 MICROSOFT 9596 56118 MONDELEZ INTL INC 17598 23576 PLYMONTH INDI REIT INC 16527 29750 PFIZER INC 20599 32238 PHILLIP MORRIS 25645 25782 PPL CORP PROCTOR & GAMBLE CO 13599 21687 RAYTHEON TECHNOLOGIES 28476 36414 REALTY INCOME CORP 24760 27168 ROYAL DUTCH SHELL 38032 25236 SIEMENS AG 10635 12006 SOUTHERN CO 14130 18330 SPIRIT MTA REIT 808 1 SPIRIT REALTY CAPITAL 10809 8020 SYSCO VERIZON COMMUNICATIONS 23355 25135 VIACOM CBS 6163 7738 VIATRIS INC 985 911 W P CARY INC REIT 29573 30540 BLACKROCK SCIENCE & TECH 12109 14007 BLACKROCK SCIENCE & TECH II 7129 19900 X FIRST TRUST STOXX EUROPEAN ETF 18314 20730 X JOHN HANCOCK FIN OPPORTUNITIES 14406 16728 SDPR BLOOMBERG 27351 41975 ROUNDING EXPENSES INVESTMENT ACCT FEES 175 INVESTMENT MANAGEMENT FEES 3256 INVESTMENT TRANSACTION FEES 26 CALIFORNIA FILING FEE 10 CHARITABLE TRUST FILING FEE FEDERAL NET INVESTMENT TAX FOREIGN INCOME TAX WITHHELD OF D 83