PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202031969349102123
Schema version
2019v5.1
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)
Return2020-07-14T19:19:25-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522255789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETERSON CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone8585512338PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17777 FAY AVENUE SUITE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL PETERSONPersonNm
Person TitleSECRETARY/CFOPersonTitleTxt
Phone8585512338PhoneNum
Signature2020-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK W LINDSAYPreparerPersonNm
PTINP00236185PTIN
Phone8585589200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.174.140.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-13IPDt
IP Tm07:34:29IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE28CE7CA20401164B68AA4009F037709DC85EBBBAtSubmissionCreationDeviceId
At Submission Filing Device IdF458D0A15553DB2B3FCC204FBBC8C93AE2341294AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,165FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,550ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$20InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$692DividendsRevAndExpnssAmt
Dividends Net Invst Incm$692DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$31,262TotalRevAndExpnssAmt
Total Net Invst Incm$712TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$20TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,570TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,560TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,747ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,747ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$48,307TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,055ExcessRevenueOverExpensesAmt
Net Investment Income$712NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,512CashBOYAmt
Cash EOY$17,764CashEOYAmt
Cash EOYFMV$17,764CashEOYFMVAmt
Corporate Bonds BOY$30,914CorporateBondsBOYAmt
Corporate Bonds EOY$31,607CorporateBondsEOYAmt
Corporate Bonds EOYFMV$31,401CorporateBondsEOYFMVAmt
Total Assets BOY$66,426TotalAssetsBOYAmt
Total Assets EOY$49,371TotalAssetsEOYAmt
Total Assets EOYFMV$49,165TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$66,426RetainedEarningBOYAmt
Retained Earning EOY$49,371RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$66,426TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$49,371TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$49,371TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,426TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,055ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$49,371SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$49,371TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,035AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$72,139NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.499522DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,569AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$95,096NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.584346DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,989AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$121,347NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.832233DistributionYr3Rt
Adjusted Qlfy Distri Yr4$154,167AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$128,900NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.196020DistributionYr4Rt
Adjusted Qlfy Distri Yr5$161,180AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$118,792NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.356825DistributionYr5Rt
Total Distribution4.468946TotalDistributionRt
Average Distribution0.893789AverageDistributionRt
Net Vl Noncharitable Assets$56,812NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,778AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$50,785AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$48,307QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$14TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPAUL A PETERSONIndividualWithBooksNm
Phone8585512338PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17777 FAY AVENUE SUITE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL A PETERSON
7777 FAY AVENUE SUITE 300LA JOLLACA92037PRESIDENT0.25$0$0$0
ANDREW G PETERSON
7777 FAY AVENUE SUITE 300LA JOLLACA92037VICE PRESIDENT0.25$0$0$0
JAMES F PETERSON
7777 FAY AVENUE SUITE 300LA JOLLACA92037VICE PRESIDENT0.25$0$0$0
MATTHEW A PETERSON
7777 FAY AVENUE SUITE 300LA JOLLACA92037VICE PRESIDENT0.25$0$0$0
DANIEL C PETERSON
7777 FAY AVENUE SUITE 300LA JOLLACA92037SECRETARY/CFO0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,039AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,638AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$57,677TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$57,677AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$56,812NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,841MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,841MinimumInvestmentReturnAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Total Tax$14TotalTaxAmt
Distributable Before Adj$2,827DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,827DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,827DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,307ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$48,307QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$48,307AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,827DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$155,244ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$147,722ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$94,928ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,819ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,438ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$481,151TotalExcessDistributionCyovAmt
Qualifying Distributions$48,307QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,827AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,480RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$526,631TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$155,244ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$371,387ExcessDistriCyovToNextYrAmt
Excess From Year4$147,722ExcessFromYear4Amt
Excess From Year3$94,928ExcessFromYear3Amt
Excess From Year2$50,819ExcessFromYear2Amt
Excess From Year1$32,438ExcessFromYear1Amt
Excess From Current Year$45,480ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIOLA UNIVERSITY
13800 BIOLA AVELAMIRANDACA90639NONEPUBLICGENERAL FUND$20,000
CHILDREN'S ADVOCACY INSTITUTE
5998 ALCALA PARKSAN DIEGOCA92110NONEPUBLICGENERAL FUND$20,000
JUDICIAL WATCH
425 THIRD ST SW STE 800WASHINGTONDC20024NONEPUBLICGENERAL FUND$750
MAUI OCEAN CENTER MARINE INSTITUTE
192 MAALAEA ROADWAILUKUHI96793NONEPUBLICGENERAL FUND$135
MOVEMBER FOUNDATION
8559 HIGUERA STCULVER CITYCA90232NONEPUBLICGENERAL FUND$100
MUSEUM OF PHOTOGRAPHIC ARTS
1649 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$75
MUSIC BOX SOCIETY
PO BOX 10196SPRINGFIELDMO65808NONEPUBLICGENERAL FUND$205
REGENTS OF THE UNIVERSITY OF CALIFORNIA
1111 FRANKLIN STREETOAKLANDCA94607NONEPUBLICGENERAL FUND$69
REUBEN H FLEET SCIENCE CENTER
1875 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$300
SAN DIEGO MUSEUM OF ART
1450 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$85
SAN DIEGO MUSEUM OF MAN
1350 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$3,419
SAN DIEGO NATURAL HISTORY MUSEUM
1788 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92112NONEPUBLICGENERAL FUND$234
WALKAWAY FOUNDATION
1872 LEXINGTON AVE SUITE 242NEW YORKNY10035NONEPUBLICGENERAL FUND$500
WHALE TRUST MAUI
PO BOX 243MAKAWAOHI96768NONEPUBLICGENERAL FUND$500
YOSEMITE FOUNDATION
101 MONTGOMERY ST STE 1700SAN FRANCISCOCA94104NONEPUBLICGENERAL FUND$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,747TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$692ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$712ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$712TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 ContributionPersonContributionInd
ANDREW PETERSON
17777 FAY AVENUE SUITE 300LA JOLLACA92037$9,000Yes (X)
PETERSON BROTHERS LLC
27777 FAY AVENUE SUITE 300LA JOLLACA92037$20,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,550Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,550DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondRIDGEWORTH US GOV SECBondNm
EOY Book Value$31,607EOYBookValueAmt
EOYFMV$31,401EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ANDREW PETERSON
7777 FAY AVENUE SUITE 300LA JOLLACA92037
PETERSON BROTHERS LLC
7777 FAY AVENUE SUITE 300LA JOLLACA92037

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$10$0$0
FRANCHISE TAX BOARD$10$0$10

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