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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-21T09:27:20-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth Goertz CPA An Accountancy Corporation | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 Via Zaracoza Court | AddressLine1Txt |
| City | Las Vegas | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844820511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John R Peterson Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8582046627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 Loring Street | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Chow | PersonNm |
| Person Title | PresidentCEO | PersonTitleTxt |
| Signature | 2021-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Catherine | PersonFirstNm |
| Person Last | Chow | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Goertz CPA EA | PreparerPersonNm |
| PTIN | P00038444 | PTIN |
| Phone | 8588295552 | PhoneNum |
| Preparation | 2021-05-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,104,920 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,189,959 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $201 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $201 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $246,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $246,575 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$92,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,111,216 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,344,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $632 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $632 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $417 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $417 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,450 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,845 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,651 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,651 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,285 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $621,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $621,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $716,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $717,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,627,795 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $71 | CashEOYAmt |
| Cash EOYFMV | $71 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,799,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,799,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $18,305,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,305,133 | CorporateStockEOYFMVAmt |
| Total Assets EOY | $20,104,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,104,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $20,104,920 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,104,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,104,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $17,627,795 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,477,125 | OtherIncreasesAmt |
| Subtotal | $20,104,920 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,104,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CD Toyota Financial Savings Bank | P | 2020-08-17 | 2020-12-01 | $125,000 | $125,000 | ||
| CD Veritex Community Bank | P | 2020-08-18 | 2020-12-01 | $125,000 | $125,000 | ||
| CD Midfirst Bank | P | 2020-08-11 | 2020-11-19 | $125,000 | $125,000 | ||
| CD Mizrahi Tefahit | P | 2020-08-11 | 2020-11-24 | $125,000 | $125,000 | ||
| CD Southside Bank | P | 2020-08-11 | 2020-11-30 | $19,000 | $19,000 | ||
| CD MountainOne Bank | P | 2020-08-13 | 2020-12-01 | $100,000 | $100,000 | ||
| Viatris | D | 2019-11-21 | 2020-11-20 | $3 | $3 | ||
| Exxon Mobil | D | 2019-11-21 | 2020-11-03 | $16,937 | $34,418 | -$17,481 | -$17,481 |
| Intel | D | 2019-11-21 | 2020-12-30 | $340,047 | $405,020 | -$64,973 | -$64,973 |
| Terradata Corp | D | 2019-11-21 | 2020-08-03 | $21,462 | $26,540 | -$5,078 | -$5,078 |
| Weyerhaeuser | D | 2019-11-21 | 2020-08-03 | $113,078 | $118,477 | -$5,399 | -$5,399 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$92,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$27,958 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,407 | SubtotalAmt |
| Tax Based On Investment Income | $3,407 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,116 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,116 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,116 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,709 | OverpaymentAmt |
| Applied To ES Tax | $1,709 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.jrpetersonfoundation.org | WebsiteAddressTxt |
| Individual With Books | Catherine Chow | IndividualWithBooksNm |
| Phone | 8582046627 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 Loring Street | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Catherine Chow | ||||||
| 2475 Loring Street | San Diego | CA | 92109 | President/CEO | 040.00 | $65,000 |
| Dr Stanley Perkins | ||||||
| 2475 Loring Street | San Diego | CA | 92109 | Secretary | 001.00 | $0 |
| Dr Jeffery Zuba | ||||||
| 1059-A Agate Street | San Diego | CA | 92109 | Board of Director | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,488,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,818,154 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,306,633 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,306,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $289,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,017,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $950,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $950,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,407 | TotalTaxAmt |
| Distributable Before Adj | $947,445 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $947,445 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $947,445 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $717,090 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $717,090 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $717,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $947,445 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $717,090 | QualifyingDistributionsAmt |
| Applied To Current Year | $717,090 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $230,355 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Kauai Humane Society | ||||||
| PO Box 3330 | Lihue | HI | 96766 | PC | Animal Welfare Grant | $28,500 |
| Hawaii Island Humane Society | ||||||
| 16-873 Keaau-Pahoa Rd | Keaau | HI | 96749 | PC | Animal Welfare Grant | $25,000 |
| Greater Good Charity | ||||||
| One Union Square | Seattle | WA | 98101 | PC | Animal Welfare Grant | $450,000 |
| Spay Neuter Action Project | ||||||
| PO Box 235287 | Encinitas | CA | 92023 | PC | Animal Welfare Grant | $50,000 |
| Frosted Faces Foundation | ||||||
| 1448 Pine Street | Ramona | CA | 92065 | PC | Animal Welfare Grant | $30,000 |
| Foothills Humane Society | ||||||
| PO Box 126 | Tyron | NC | 28782 | PC | Animal Welfare Grant | $1,000 |
| Lanai Cat Sanctuary | ||||||
| PO Box 631577 | Lanai City | HI | 96763 | PC | Animal Welfare Grant | $1,000 |
| Faces Foundation | ||||||
| 10505-175 Sorrento Valley Road | San Diego | CA | 92121 | PC | Animal Welfare Grant | $1,000 |
| Lionel's Legacy | ||||||
| 232 Murray Dr | El Cajon | CA | 92020 | PC | Animal Welfare Grant | $30,000 |
| Philanthropic Ventures | ||||||
| 1222 Preservation Park Way | Oakland | CA | 94612 | PC | Animal Welfare Grant | $1,000 |
| Lion Recovery Fund | ||||||
| 209 Mississippi Street | San Francisco | CA | 94107 | PC | Animal Welfare Grant | $1,000 |
| San Diego Humane Society | ||||||
| 5480 Gaines St | San Diego | CA | 92110 | PC | Animal Welfare Grant | $2,000 |
| Maui Humane Society | ||||||
| PO Box 1047 | Puunene | HI | 96784 | PC | Animal Welfare Grant | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $621,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$92,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,534 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Estate of John R Peterson co Stanle | |||||||
| 1 | 2475 Loring Street | San Diego | CA | 92109 | $16,297,245 | Yes (X) | Yes (X) |
| Estate of John R Peterson co Stanle | |||||||
| 2 | 2475 Loring Street | San Diego | CA | 92109 | $1,892,714 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Securites Bequeathed From the Decedents Estate | NoncashPropertyDesc |
| Fair Market Value | $16,297,245 | FairMarketValueAmt |
| Received | 2020-06-17 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Formation Fees | CategoryTxt |
| Legal Fees | $417 | LegalFeesAmt |
| Disbursements Charitable Prps | $417 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Unrealized Gain/Loss | Desc |
| Amt | $2,477,125 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of John Peterson | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 Loring Street | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92109 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements 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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