2021-05-21T09:27:20-00:00 2020-12-31 Kenneth Goertz CPA An Accountancy Corporation 540 Via Zaracoza Court Las Vegas NV 89123 990PF 2020-01-01 844820511 John R Peterson Foundation JOHN 8582046627 2475 Loring Street San Diego CA 92109 Catherine Chow PresidentCEO 2021-05-21 true Catherine Chow XXX-XX-XXXX Kenneth Goertz CPA EA P00038444 8588295552 2021-05-21 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 20104920 X 18189959 201 201 246575 246575 -92242 1111216 0 18344493 246776 65000 65000 632 632 417 417 19213 1450 19845 4651 4651 5285 240 5045 95198 1690 95590 621500 621500 716698 1690 717090 17627795 245086 71 71 1799716 1799716 18305133 18305133 20104920 20104920 0 X 20104920 20104920 0 20104920 17627795 2477125 20104920 20104920 CD Toyota Financial Savings Bank P 2020-08-17 2020-12-01 125000 125000 CD Veritex Community Bank P 2020-08-18 2020-12-01 125000 125000 CD Midfirst Bank P 2020-08-11 2020-11-19 125000 125000 CD Mizrahi Tefahit P 2020-08-11 2020-11-24 125000 125000 CD Southside Bank P 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0 19306633 19306633 289599 19017034 950852 950852 3407 3407 947445 947445 947445 717090 717090 717090 947445 717090 717090 230355 X Kauai Humane Society PO Box 3330 Lihue HI 96766 PC Animal Welfare Grant 28500 Hawaii Island Humane Society 16-873 Keaau-Pahoa Rd Keaau HI 96749 PC Animal Welfare Grant 25000 Greater Good Charity One Union Square Seattle WA 98101 PC Animal Welfare Grant 450000 Spay Neuter Action Project PO Box 235287 Encinitas CA 92023 PC Animal Welfare Grant 50000 Frosted Faces Foundation 1448 Pine Street Ramona CA 92065 PC Animal Welfare Grant 30000 Foothills Humane Society PO Box 126 Tyron NC 28782 PC Animal Welfare Grant 1000 Lanai Cat Sanctuary PO Box 631577 Lanai City HI 96763 PC Animal Welfare Grant 1000 Faces Foundation 10505-175 Sorrento Valley Road San Diego CA 92121 PC Animal Welfare Grant 1000 Lionel's Legacy 232 Murray Dr El Cajon CA 92020 PC Animal Welfare Grant 30000 Philanthropic Ventures 1222 Preservation Park Way Oakland CA 94612 PC Animal Welfare Grant 1000 Lion Recovery Fund 209 Mississippi Street San Francisco CA 94107 PC Animal Welfare Grant 1000 San Diego Humane Society 5480 Gaines St San Diego CA 92110 PC Animal Welfare Grant 2000 Maui Humane Society PO Box 1047 Puunene HI 96784 PC Animal Welfare Grant 1000 621500 14 201 14 246575 18 -92242 154534 154534 false false false false false false false false false false X X 1 Estate of John R Peterson co Stanle 2475 Loring Street San Diego CA 92109 16297245 X X 2 Estate of John R Peterson co Stanle 2475 Loring Street San Diego CA 92109 1892714 X 1 Securites Bequeathed From the Decedents Estate 16297245 2020-06-17 215 shares of Activision Blizzard 19963 19963 2708 shares of Aegon 10697 10697 4000 shares of Alliant Energy 206120 206120 1000 shares of AMN Electric Power 83270 83270 25748 shares of ATT 740512 740512 2000 shares of Bank of America 60620 60620 2000 shares of Baxter Intl 160480 160480 87 shares of Becton Dickinson 21769 21769 1000 shares of Blackstone Group 64810 64810 4000 shares of Bristol-Myers Squibb 248120 248120 2250 shares of Cardinal Health 120510 120510 491 shares of Charter Communications 324821 324821 6060 shares of Chevron 511767 511767 5000 shares of Cisco 223750 223750 200 shares of Citigroup 12332 12332 400 shares of Cleveland Cliffs 5824 5824 6792 shares of Comcast 355901 355901 401 shares of Dell 29389 29389 2000 shares of Eastman Chemical 200560 200560 2000 shares of Edison Intl 125640 125640 2400 shares of Edwards Lifesciences 218952 218952 2000 shares of Ford 17580 17580 2000 shares of General Mills 117600 117600 2000 shares of Hewlett Packard 23700 23700 2000 shares of Home Depot 531240 531240 605 shares of Iberdrola 34788 34788 8000 shares of IBM 1007040 1007040 500 shares of J M Smucker 57800 57800 12000 shares of JPMorgan Chase 1524840 1524840 2000 shares of Louisana Pacific 74340 74340 332 shares of Lumen Technology 3237 3237 200 shares of Match Group 30238 30238 227 shares of Micro Focus Intl 1296 1296 6000 shares of Microsoft 1334520 1334520 250 shares of Moneygram Intl 1366 1366 1000 shares of Newell Brands 21230 21230 7200 shares of Nutrien Ltd 346752 346752 83 shares of Nvidia 43343 43343 1000 shares of Oracle 64690 64690 6400 shares of Perkinelmer 918400 918400 85 shares of Perspecta 2047 2047 2000 shares of Pfizer 73620 73620 25 shares of PJT Partners 1881 1881 50000 shares of Proctor Ganble 6957000 6957000 1167 shares of Raytheon Technologies 83452 83452 2000 shares of Repsol YPF 20020 20020 142 shares of Royal Dutch Shell Class A 4990 4990 2000 shares of Royal Ducth Shell Class B 67220 67220 2000 shares of Seagate 124320 124320 1000 shares of Sempra Energy 127410 127410 50 shares of Shopify 56598 56598 745 shares of Takeda Pharmaceuticals 27096 27096 10000 shares of Verizon Communications 587500 587500 865 shares of Viacom CBS 32230 32230 500 shares of Viad Corp 18085 18085 248 shares of Viatris 4648 4648 1192 shares of Vodafone 19644 19644 4054 shares of Weyerhaeuser 135931 135931 400 shares of Zimmer Bio Holdings 61634 61634 Formation Fees 417 417 Office Expense 444 444 Social Media 410 410 Website 3585 3585 Supplies 144 144 Bank Charges 150 150 Domain 109 109 Website Hosting 203 203 Advisory Fees 240 240 Change in Unrealized Gain/Loss 2477125 Estate of John Peterson 2475 Loring Street San Diego CA 92109 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 19213 19845