JOHN M AND GERTRUDE E PETERSEN FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: JOHN M AND GERTRUDE E PETERSEN FOUNDATION (EIN 25-1859031)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-09-04
IRS object ID: 201932479349100303
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-09-04T08:33:21-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	251690617	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SCHAFFNER KNIGHT MINNAUGH & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1545 WEST 38TH STREET	AddressLine1Txt
City	ERIE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	165082347	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	251859031	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN M & GERTRUDE E PETERSEN	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JOHN	BusinessNameControlTxt
Phone	8148707711	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	100 STATE STREET SUITE 700	AddressLine1Txt
City	ERIE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	165071459	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL P THOMAS	PersonNm
Person Title	SECRETARY	PersonTitleTxt
Phone	9896002098	PhoneNum
Signature	2019-08-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DENNIS W GROW CPA	PreparerPersonNm
PTIN	P00190259	PTIN
Phone	8144541997	PhoneNum
Preparation	2019-08-28	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.211.251.122	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-09-04	IPDt
IP Tm	08:33:21	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	0AA6C6276D4D919392DC19A7C307C73CAF8FA46D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	716597768106F4E93E064789A8D2085792E4EE36	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$17,801,274	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$490,634	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$445,949	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,321,940	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,921,996	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,321,940	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,812,574	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,767,889	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$4,925	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$4,925	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$66,022	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$66,022	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$7,462	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$78,409	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$70,947	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$997,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$997,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,076,009	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$70,947	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$997,600	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$736,565	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,696,942	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$899,805	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,231,001	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,231,001	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$485	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$5,910	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$5,910	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$7,154,962	CorporateStockBOYAmt
Corporate Stock EOY	$4,554,906	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,564,363	CorporateStockEOYFMVAmt
Total Assets BOY	$8,055,252	TotalAssetsBOYAmt
Total Assets EOY	$8,791,817	TotalAssetsEOYAmt
Total Assets EOYFMV	$17,801,274	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Retained Earning BOY	$8,055,252	RetainedEarningBOYAmt
Retained Earning EOY	$8,791,817	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,055,252	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,791,817	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,055,252	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,791,817	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,055,252	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$736,565	ExcessRevenueOverExpensesAmt
Subtotal	$8,791,817	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,791,817	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$3,921,988	GrossSalesPriceAmt
Cost Or Other Basis	$2,600,056	CostOrOtherBasisAmt
Gain Or Loss	$1,321,932	GainOrLossAmt
Gains Minus Excess Or Losses	$1,321,932	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,321,940	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$990,219	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$17,503,316	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.056573	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$790,000	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$16,544,354	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047750	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$734,823	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$16,289,254	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.045111	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$945,042	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$16,812,628	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.056210	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$244,000	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$15,471,506	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.015771	DistributionYr5Rt
Total Distribution	0.221415	TotalDistributionRt
Average Distribution	0.044283	AverageDistributionRt
Net Vl Noncharitable Assets	$18,276,357	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$809,332	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$16,969	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$826,301	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$997,600	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$16,969	InvestmentIncomeExciseTaxAmt
Subtotal	$16,969	SubtotalAmt
Tax Based On Investment Income	$16,969	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,919	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,919	TotalPaymentsAndCreditsAmt
Tax Due	$12,050	TaxDueAmt

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	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RICHARD C PETERSEN	IndividualWithBooksNm
Phone	9896002098	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	4765 KODIAK DRIVE	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49685	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
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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN CHALIKIAN
6 HOVER CREEK ROAD	SAVANNAH	GA	31419	PRESIDENT	1.00	$0	$0	$0
MICHAEL P THOMAS
100 STATE STREET SUITE 700	ERIE	PA	16507	SECRETARY	1.00	$0	$0	$0
RICHARD C PETERSEN JR
4765 KODIAK DRIVE	TRAVERSE CITY	MI	49685	EXECUTIVE DI	1.00	$0	$0	$0
PATRICIA A RICKLOFF
16120 CASTLE PARK TERRACE	LAKEWOOD RANCH	FL	342025708	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

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	$15,287,298	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,267,379	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$18,554,677	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$18,554,677	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$278,320	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$18,276,357	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$913,818	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$913,818	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$16,969	TaxBasedOnInvestmentIncomeAmt
Total Tax	$16,969	TotalTaxAmt
Distributable Before Adj	$896,849	DistributableBeforeAdjAmt
Distributable Before Ded	$896,849	DistributableBeforeDedAmt
Distributable As Adjusted	$896,849	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$997,600	ExpensesAndContributionsAmt
Qualifying Distributions	$997,600	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$16,969	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$980,631	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$896,849	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$17,060	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1	$124,215	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$141,275	TotalExcessDistributionCyovAmt
Qualifying Distributions	$997,600	QualifyingDistributionsAmt
Applied To Current Year	$896,849	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$100,751	RemainingDistriFromCorpusAmt
Total Corpus	$242,026	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$242,026	ExcessDistriCyovToNextYrAmt
Excess From Year4	$17,060	ExcessFromYear4Amt
Excess From Year1	$124,215	ExcessFromYear1Amt
Excess From Current Year	$100,751	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GERTRUDE E PETERSEN	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	RICHARD C PETERSEN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	4765 KODIAK DRIVE	AddressLine1Txt
City	TRAVERSE CITY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	49685	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	9896002098	RecipientPhoneNum
Recipient Email Address	RZP0CM124@GMAIL.COM	RecipientEmailAddressTxt
Form And Info And Materials	REQUEST FOR FUNDING APPLICATION THE FOLLOWING ATTACHMENTS SHOULD BE INCLUDED WITH THE FUNDING APPLICATION: COPY OF IRS DETERMINATION LETTER REGARDING YOUR AGENCY'S TAX EXEMPT STATUS; ROSTER OF CURRENT BOARD OF DIRECTORS, TO INCLUDE ADDRESSES, PHONE NUMBERS AND OCCUPATIONS; AUDITED	FormAndInfoAndMaterialsTxt
Submission Deadlines	N/A	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
ASBURY WOODS PARTNERSHIP INC
4105 ASBURY ROAD	ERIE	PA	16505	NONE	PUBLIC CHARI	GENERAL SUPPORT	$40,000
BETHESDA FOUNDATION FOR CHILDREN
15667 STATE HIGHWAY 86	MEADVILLE	PA	16335	NONE	PUBLIC CHARI	GENERAL SUPPORT	$74,325
BOYS AND GIRLS CLUB OF ERIE INC
1515 EAST LAKE ROAD	ERIE	PA	16511	NONE	PUBLIC CHARI	GENERAL SUPPORT	$2,000
COMMUNITY COUNTRY DAY SCHOOL
5800 ZUCK ROAD	ERIE	PA	16506	NONE	PUBLIC CHARI	GENERAL SUPPORT	$32,500
DR GERTRUDE A BARBER FOUNDATION
100 BARBER PLACE	ERIE	PA	16507	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000
EMMAUS MINISTRIES INC
345 EAST 9TH STREET	ERIE	PA	16503	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000
ERIE CATHOLIC SCHOOLS
1531 EAST GRANDVIEW BLVD	ERIE	PA	16510	NONE	PUBLIC CHARI	GENERAL SUPPORT	$10,000	SUITE 100
ERIE CITY MISSION
PO BOX 407	ERIE	PA	16512	NONE	PUBLIC CHARI	GENERAL SUPPORT	$10,000
ERIE ZOOLOGICAL SOCIETY
423 WEST 38TH ST	ERIE	PA	16508	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000
FAMILY HOUSE INC
5001 BAUM BOULEVARD	PITTSBURGH	PA	15213	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000	SUITE 545
FRENCH CREEK COUNCIL
1815 ROBISON ROAD W	ERIE	PA	16509	NONE	PUBLIC CHARI	GENERAL SUPPORT	$7,775
GIRL SCOUTS OF WESTERN PA
5681 ROUTE 6N	EDINBORO	PA	16412	NONE	PUBLIC CHARI	GENERAL SUPPORT	$15,000
HARBORCREEK YOUTH SERVICES
5712 IROQUOIS AVENUE	HARBORCREEK	PA	16421	NONE	PUBLIC CHARI	GENERAL SUPPORT	$150,000
HUMANE SOCIETY OF NW PA
2407 ZIMMERLY RD	ERIE	PA	16506	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000
INNER CITY NEIGHBORHOOD ART HOUSE
201 EAST 10TH ST	ERIE	PA	16503	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000
LUTHER MEMORIAL CHURCH
225 WEST 10TH ST	ERIE	PA	16501	NONE	PUBLIC CHARI	GENERAL SUPPORT	$25,000
MERCY CENTER FOR WOMEN
1039 EAST 27TH ST	ERIE	PA	16504	NONE	PUBLIC CHARI	GENERAL SUPPORT	$50,000
PENN STATE UNIVERSITY SCHOLARSHIP
314 SHIELDS BUILDING	UNIVERSITY PARK	PA	16802	NONE	PUBLIC CHARI	GENERAL SUPPORT	$100,000		FUND
SAINT PAUL'S NEIGHBORHOOD FREE
1608 WALNUT STREET	ERIE	PA	16502	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000		CLINIC
SALVATION ARMY
1944 KEYSTONE DRIVE	ERIE	PA	16505	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000	STE 24
SHRINERS HOSPITAL FOR CHILDREN
1645 WEST 8TH STREET	ERIE	PA	16505	NONE	PUBLIC CHARI	PLAYGROUND	$20,000
SIGHT CENTER OF NW PA
2545 WEST 26TH STREET	ERIE	PA	16506	NONE	PUBLIC CHARI	GENERAL SUPPORT	$50,000
UNITED WAY OF ERIE COUNTY
420 WEST 6TH ST	ERIE	PA	16507	NONE	PUBLIC CHARI	GENERAL SUPPORT	$10,000
UNIVERSITY OF PITTSBURGH
PO BOX 7436	PITTSBURGH	PA	15213	NONE	PUBLIC CHARI	GENERAL SUPPORT	$333,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD	JACKSONVILLE	FL	32256	NONE	PUBLIC CHARI	GENERAL SUPPORT	$5,000	SUITE 300
YMCA OF ERIE
2121 NAGLE RD	ERIE	PA	16510	NONE	PUBLIC CHARI	GENERAL SUPPORT	$20,000
YOUTH FOR CHRIST OF NORTHWEST PA
519 WEST 10TH ST	ERIE	PA	16502	NONE	PUBLIC CHARI	GENERAL SUPPORT	$3,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$997,600	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$490,634	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8	ExclusionAmt
Related Or Exempt Function Incm	$1,321,932	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$490,642	ExclusionAmt
Related Or Exempt Function Incm	$1,321,932	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,812,574	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEE	CategoryTxt
Amt	$4,925	Amt
Net Investment Income	$4,925	NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
80000 SH HSBC HOLDINGS PLC
2000 SH TAPESTRY INC	$42,800	$67,500
25000 SH ALTRIA GROUP INC	$492,742	$1,234,750
8200 SH PEPSICO	$498,674	$905,936
13000 SH BP PLC	$498,411	$492,960
8300 SH CHEVRON CORP NEW	$703,046	$902,957
15891 SH AMGEN INC	$139,046	$3,093,501
10000 SH EDWARDS LIFESCIENCES	$258,319	$3,063,400
20800 SH MERCK AND CO	$708,442	$1,589,328
12000 SH TEREX CORP NEW	$63,300	$330,840
7000 SH CREE INC	$244,699	$299,425
3800 SH MICROSOFT CORP	$248,814	$385,966
2000 SH FREEPORT MCMORAN	$67,112	$20,620
15000 SH MONSANTO CO
5500 SH STEEL DYNAMICS INC	$80,619	$165,220
18000 SH VERIZON COMMUNICATIONS	$508,882	$1,011,960

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
MANAGEMENT FEES	$64,646	$64,646
TRUSTEE FEES	$1,115	$1,115
FOREIGN CONVERSION FEE	$261	$261

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	IRS PAYMENTS	CategoryTxt
Amt	$7,462	Amt

JOHN M AND GERTRUDE E PETERSEN FOUNDATION: Form 990PF, tax year 2018

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Form 990-PF IRS990PF

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Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

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Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

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Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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