JOHN R PETERSON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOHN R PETERSON FOUNDATION (EIN 84-4820511)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-21
IRS object ID
202101429349100600
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-21T09:27:20-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kenneth Goertz CPA An Accountancy CorporationBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1540 Via Zaracoza CourtAddressLine1Txt
CityLas VegasCityNm
State AbbreviationNVStateAbbreviationCd
ZIP89123ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN844820511EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1John R Peterson FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone8582046627PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12475 Loring StreetAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCatherine ChowPersonNm
Person TitlePresidentCEOPersonTitleTxt
Signature2021-05-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCatherinePersonFirstNm
Person LastChowPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKenneth Goertz CPA EAPreparerPersonNm
PTINP00038444PTIN
Phone8588295552PhoneNum
Preparation2021-05-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$20,104,920FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,189,959ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$201InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$201InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$246,575DividendsRevAndExpnssAmt
Dividends Net Invst Incm$246,575DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$92,242NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,111,216GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,344,493TotalRevAndExpnssAmt
Total Net Invst Incm$246,776TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$65,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$65,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$632PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$632PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$417LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$417LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,213TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,450TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$19,845TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,651TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,651TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,285OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$240OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,045OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$95,198TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,690TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$95,590TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$621,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$621,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$716,698TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,690TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$717,090TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,627,795ExcessRevenueOverExpensesAmt
Net Investment Income$245,086NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$71CashEOYAmt
Cash EOYFMV$71CashEOYFMVAmt
Sav And Temp Cash Invst EOY$1,799,716SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,799,716SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$18,305,133CorporateStockEOYAmt
Corporate Stock EOYFMV$18,305,133CorporateStockEOYFMVAmt
Total Assets EOY$20,104,920TotalAssetsEOYAmt
Total Assets EOYFMV$20,104,920TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$20,104,920NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$20,104,920TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,104,920TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$17,627,795ExcessRevenueOverExpensesAmt
Other Increases$2,477,125OtherIncreasesAmt
Subtotal$20,104,920SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,104,920TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CD Toyota Financial Savings BankP2020-08-172020-12-01$125,000$125,000
CD Veritex Community BankP2020-08-182020-12-01$125,000$125,000
CD Midfirst BankP2020-08-112020-11-19$125,000$125,000
CD Mizrahi TefahitP2020-08-112020-11-24$125,000$125,000
CD Southside BankP2020-08-112020-11-30$19,000$19,000
CD MountainOne BankP2020-08-132020-12-01$100,000$100,000
ViatrisD2019-11-212020-11-20$3$3
Exxon MobilD2019-11-212020-11-03$16,937$34,418-$17,481-$17,481
IntelD2019-11-212020-12-30$340,047$405,020-$64,973-$64,973
Terradata CorpD2019-11-212020-08-03$21,462$26,540-$5,078-$5,078
WeyerhaeuserD2019-11-212020-08-03$113,078$118,477-$5,399-$5,399
FieldValueIRS element (for citing)
Capital Gain Net Income-$92,242CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$27,958NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,407InvestmentIncomeExciseTaxAmt
Subtotal$3,407SubtotalAmt
Tax Based On Investment Income$3,407TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$5,116ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,116TotalPaymentsAndCreditsAmt
Original Return Tax Paid$5,116OriginalReturnTaxPaidAmt
Overpayment$1,709OverpaymentAmt
Applied To ES Tax$1,709AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.jrpetersonfoundation.orgWebsiteAddressTxt
Individual With BooksCatherine ChowIndividualWithBooksNm
Phone8582046627PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12475 Loring StreetAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Catherine Chow
2475 Loring StreetSan DiegoCA92109President/CEO040.00$65,000
Dr Stanley Perkins
2475 Loring StreetSan DiegoCA92109Secretary001.00$0
Dr Jeffery Zuba
1059-A Agate StreetSan DiegoCA92109Board of Director001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$17,488,479AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,818,154AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,306,633TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$19,306,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$289,599CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,017,034NetVlNoncharitableAssetsAmt
Minimum Investment Return$950,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$950,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,407TaxBasedOnInvestmentIncomeAmt
Total Tax$3,407TotalTaxAmt
Distributable Before Adj$947,445DistributableBeforeAdjAmt
Distributable Before Ded$947,445DistributableBeforeDedAmt
Distributable As Adjusted$947,445DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$717,090ExpensesAndContributionsAmt
Qualifying Distributions$717,090QualifyingDistributionsAmt
Adjusted Qualifying Distri$717,090AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$947,445DistributableAsAdjustedAmt
Qualifying Distributions$717,090QualifyingDistributionsAmt
Applied To Current Year$717,090AppliedToCurrentYearAmt
Undistributed Income CY$230,355UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Kauai Humane Society
PO Box 3330LihueHI96766PCAnimal Welfare Grant$28,500
Hawaii Island Humane Society
16-873 Keaau-Pahoa RdKeaauHI96749PCAnimal Welfare Grant$25,000
Greater Good Charity
One Union SquareSeattleWA98101PCAnimal Welfare Grant$450,000
Spay Neuter Action Project
PO Box 235287EncinitasCA92023PCAnimal Welfare Grant$50,000
Frosted Faces Foundation
1448 Pine StreetRamonaCA92065PCAnimal Welfare Grant$30,000
Foothills Humane Society
PO Box 126TyronNC28782PCAnimal Welfare Grant$1,000
Lanai Cat Sanctuary
PO Box 631577Lanai CityHI96763PCAnimal Welfare Grant$1,000
Faces Foundation
10505-175 Sorrento Valley RoadSan DiegoCA92121PCAnimal Welfare Grant$1,000
Lionel's Legacy
232 Murray DrEl CajonCA92020PCAnimal Welfare Grant$30,000
Philanthropic Ventures
1222 Preservation Park WayOaklandCA94612PCAnimal Welfare Grant$1,000
Lion Recovery Fund
209 Mississippi StreetSan FranciscoCA94107PCAnimal Welfare Grant$1,000
San Diego Humane Society
5480 Gaines StSan DiegoCA92110PCAnimal Welfare Grant$2,000
Maui Humane Society
PO Box 1047PuuneneHI96784PCAnimal Welfare Grant$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$621,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$201ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$246,575ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$92,242ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$154,534ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$154,534TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Estate of John R Peterson co Stanle
12475 Loring StreetSan DiegoCA92109$16,297,245Yes (X)Yes (X)
Estate of John R Peterson co Stanle
22475 Loring StreetSan DiegoCA92109$1,892,714Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySecurites Bequeathed From the Decedents EstateNoncashPropertyDesc
Fair Market Value$16,297,245FairMarketValueAmt
Received2020-06-17ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
215 shares of Activision Blizzard$19,963$19,963
2708 shares of Aegon$10,697$10,697
4000 shares of Alliant Energy$206,120$206,120
1000 shares of AMN Electric Power$83,270$83,270
25748 shares of ATT$740,512$740,512
2000 shares of Bank of America$60,620$60,620
2000 shares of Baxter Intl$160,480$160,480
87 shares of Becton Dickinson$21,769$21,769
1000 shares of Blackstone Group$64,810$64,810
4000 shares of Bristol-Myers Squibb$248,120$248,120
2250 shares of Cardinal Health$120,510$120,510
491 shares of Charter Communications$324,821$324,821
6060 shares of Chevron$511,767$511,767
5000 shares of Cisco$223,750$223,750
200 shares of Citigroup$12,332$12,332
400 shares of Cleveland Cliffs$5,824$5,824
6792 shares of Comcast$355,901$355,901
401 shares of Dell$29,389$29,389
2000 shares of Eastman Chemical$200,560$200,560
2000 shares of Edison Intl$125,640$125,640
2400 shares of Edwards Lifesciences$218,952$218,952
2000 shares of Ford$17,580$17,580
2000 shares of General Mills$117,600$117,600
2000 shares of Hewlett Packard$23,700$23,700
2000 shares of Home Depot$531,240$531,240
605 shares of Iberdrola$34,788$34,788
8000 shares of IBM$1,007,040$1,007,040
500 shares of J M Smucker$57,800$57,800
12000 shares of JPMorgan Chase$1,524,840$1,524,840
2000 shares of Louisana Pacific$74,340$74,340
332 shares of Lumen Technology$3,237$3,237
200 shares of Match Group$30,238$30,238
227 shares of Micro Focus Intl$1,296$1,296
6000 shares of Microsoft$1,334,520$1,334,520
250 shares of Moneygram Intl$1,366$1,366
1000 shares of Newell Brands$21,230$21,230
7200 shares of Nutrien Ltd$346,752$346,752
83 shares of Nvidia$43,343$43,343
1000 shares of Oracle$64,690$64,690
6400 shares of Perkinelmer$918,400$918,400
85 shares of Perspecta$2,047$2,047
2000 shares of Pfizer$73,620$73,620
25 shares of PJT Partners$1,881$1,881
50000 shares of Proctor Ganble$6,957,000$6,957,000
1167 shares of Raytheon Technologies$83,452$83,452
2000 shares of Repsol YPF$20,020$20,020
142 shares of Royal Dutch Shell Class A$4,990$4,990
2000 shares of Royal Ducth Shell Class B$67,220$67,220
2000 shares of Seagate$124,320$124,320
1000 shares of Sempra Energy$127,410$127,410
50 shares of Shopify$56,598$56,598
745 shares of Takeda Pharmaceuticals$27,096$27,096
10000 shares of Verizon Communications$587,500$587,500
865 shares of Viacom CBS$32,230$32,230
500 shares of Viad Corp$18,085$18,085
248 shares of Viatris$4,648$4,648
1192 shares of Vodafone$19,644$19,644
4054 shares of Weyerhaeuser$135,931$135,931
400 shares of Zimmer Bio Holdings$61,634$61,634

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryFormation FeesCategoryTxt
Legal Fees$417LegalFeesAmt
Disbursements Charitable Prps$417DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Office Expense$444$444
Social Media$410$410
Website$3,585$3,585
Supplies$144$144
Bank Charges$150$150
Domain$109$109
Website Hosting$203$203
Advisory Fees$240$240

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescChange in Unrealized Gain/LossDesc
Amt$2,477,125Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEstate of John PetersonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12475 Loring StreetAddressLine1Txt
CitySan DiegoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92109ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtNet Investment IncomeNetInvestmentIncomeAmtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Taxes on Investments -Canada$972
Foreign Taxes on Investments -Japan$98
Foreign Taxes on Investments -Netherlands$29
Foreign Taxes on Investments -Spain$337
Foreign Taxes on Investments -UK$14
Payroll Taxes$19,213$19,845

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