PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-15
IRS object ID
201931359349103968
Schema version
2018v3.1
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)
Return2019-05-15T17:31:22-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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)
PersonPAUL PETERSONPersonNm
Person TitleSECRETARY/CFOPersonTitleTxt
Phone8585512338PhoneNum
Signature2019-05-10SignatureDt
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)
IP2019-05-10IPDt
IP Tm08:39:07IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE28CE7CA20401164B68AA4009F037709DC85EBBBAtSubmissionCreationDeviceId
At Submission Filing Device Id40B49EBD298CB2A3087F1A37548695C433317679AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$66,190FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,550ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$613DividendsRevAndExpnssAmt
Dividends Net Invst Incm$613DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,185TotalRevAndExpnssAmt
Total Net Invst Incm$635TotalNetInvstIncmAmt
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$35TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$30TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$150OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,580TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,455ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,455ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,190TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,005ExcessRevenueOverExpensesAmt
Net Investment Income$485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,130CashBOYAmt
Cash EOY$35,512CashEOYAmt
Cash EOYFMV$35,512CashEOYFMVAmt
Corporate Bonds BOY$30,301CorporateBondsBOYAmt
Corporate Bonds EOY$30,914CorporateBondsEOYAmt
Corporate Bonds EOYFMV$30,678CorporateBondsEOYFMVAmt
Total Assets BOY$80,431TotalAssetsBOYAmt
Total Assets EOY$66,426TotalAssetsEOYAmt
Total Assets EOYFMV$66,190TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$80,431RetainedEarningBOYAmt
Retained Earning EOY$66,426RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$80,431TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$66,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$80,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$66,426TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$80,431TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,005ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$66,426SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$66,426TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$55,569AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$95,096NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.584346DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,989AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$121,347NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.832233DistributionYr2Rt
Adjusted Qlfy Distri Yr3$154,167AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$128,900NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.196020DistributionYr3Rt
Adjusted Qlfy Distri Yr4$161,180AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$118,792NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.356825DistributionYr4Rt
Adjusted Qlfy Distri Yr5$170,211AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$105,958NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.606401DistributionYr5Rt
Total Distribution5.575825TotalDistributionRt
Average Distribution1.115165AverageDistributionRt
Net Vl Noncharitable Assets$72,139NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$80,447AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$80,452AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$36,035QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
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$10TaxDueAmt

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$30,417AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,821AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$73,238TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$73,238AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,099CashDeemedCharitableAmt
Net Vl Noncharitable Assets$72,139NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,607MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,607MinimumInvestmentReturnAmt
Tax Based On Investment Income$10TaxBasedOnInvestmentIncomeAmt
Total Tax$10TotalTaxAmt
Distributable Before Adj$3,597DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,597DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,597DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,035ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$36,035QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,035AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,597DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$164,942ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$155,244ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$147,722ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,928ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,819ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$613,655TotalExcessDistributionCyovAmt
Qualifying Distributions$36,035QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,597AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,438RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$646,093TotalCorpusAmt
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$164,942ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$481,151ExcessDistriCyovToNextYrAmt
Excess From Year4$155,244ExcessFromYear4Amt
Excess From Year3$147,722ExcessFromYear3Amt
Excess From Year2$94,928ExcessFromYear2Amt
Excess From Year1$50,819ExcessFromYear1Amt
Excess From Current Year$32,438ExcessFromCurrentYearAmt

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$19,000
JUDICIAL WATCH
425 THIRD ST SW STE 800WASHINGTONDC20024NONEPUBLICGENERAL FUND$200
MOVEMBER FOUNDATION
8559 HIGUERA STCULVER CITYCA90232NONEPUBLICGENERAL FUND$100
MUSEUM OF MAN
1350 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$5,000
MUSEUM OF PHOTOGRAPHIC ARTS
1649 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$75
REUBEN H FLEET SCIENCE CENTER
1875 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$600
SAN DIEGO HISTORY CENTER
1649 EL PRADO STE 3SAN DIEGOCA92101NONEPUBLICGENERAL FUND$125
SAN DIEGO HUMANE SOCIETY
5500 GAINESSAN DIEGOCA92110NONEPUBLICGENERAL FUND$1,100
SAN DIEGO MUSEUM OF ART
1450 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$85
SAN DIEGO NATURAL HISTORY MUSEUM
1788 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92112NONEPUBLICGENERAL FUND$1,576
SEA SHEPHERD CONSERVATION SOCIETY
PO BOX 2616FRIDAY HARBORWA98250NONEPUBLICGENERAL FUND$4,750
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA92093NONEPUBLICGENERAL FUND$89
WHALE TRUST MAUI
PO BOX 243MAKAWAOHI96768NONEPUBLICGENERAL FUND$500
YOSEMITE FOUNDATION
101 MONTGOMERY ST STE 1700SAN FRANCISCOCA94104NONEPUBLICGENERAL FUND$580
YOSEMITE RESEARCH LIBRARY
9037 VILLAGE DRIVEYOSEMITE VALLEYCA95389NONEPUBLICGENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,455TotalGrantOrContriPdDurYrAmt
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$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$613ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$635ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$635TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANDREW PETERSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17777 FAY AVENUE SUITE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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$30,914EOYBookValueAmt
EOYFMV$30,678EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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 (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SECRETARY OF STATE FILING FEES$20$0$20
FRANCHISE TAX BOARD$10$0$10
EXCISE TAX$5$0$0

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