PETRA FOUNDATION CHARITABLE TRUST: Form 990EZ, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PETRA FOUNDATION CHARITABLE TRUST (EIN 04-6603552)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2018-02-15
- IRS object ID
- 201820469349200622
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-15T14:43:29-06:00 | ReturnTs |
| Tax Period End | 2017-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043243262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER KATZ WEISHAUS & LENZA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 TURNPIKE ST | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2016-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046603552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRA FOUNDATION CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETR | BusinessNameControlTxt |
| Phone | 6174568143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 GLOUCESTER STREET | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY PYLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174568143 | PhoneNum |
| Signature | 2018-02-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD WEISHAUS CPA | PreparerPersonNm |
| PTIN | P00199484 | PTIN |
| Phone | 7818216400 | PhoneNum |
| Preparation | 2018-02-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.70.59.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-08 | IPDt |
| IP Tm | 10:44:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D299245C6245CC5D0C2434194E98D7C0AC595877 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CB561FFFF147307CFC7949EDD5537A627439A91 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | WWW.PETRAFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $29 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Investment Income | $29 | InvestmentIncomeAmt |
| Total Revenue | $29 | TotalRevenueAmt |
| Other Expenses Total | $4,366 | OtherExpensesTotalAmt |
| Total Expenses | $4,366 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$4,337 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $17,745 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $13,408 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,745 | BOYAmt |
| EOY | $13,408 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,745 | BOYAmt |
| EOY | $13,408 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,745 | BOYAmt |
| EOY | $13,408 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SUSTAIN THE TRAJECTORY OF PETRA TOLLE SHATTUCK'S LIFE BY HONORING UNSUNG INDIVIDUALS MAKING DISTINCTIVE CONTRIBUTIONS TO THE RIGHTS, AUTONOMY AND DIGNITY OF OTHERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | WELCOMING INDIVIDUALS TO A NATIONAL NETWORK OF LEADERS SKILLED IN LEGAL REDRESS, PUBLIC EDUCATION, ADVOCACY AND POLICYMAKING, THE PETRA FOUNDATION IS STRENGTHENING CIVIL AND HUMAN RIGHTS IN THE U.S. AND BUILDING THE BASE OF CIVIL PARTICIPATION FOR SOCIAL JUSTICE AND LASTING CHANGE | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| RICHARD J BALZER | ||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ANN BEAUDRY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY GERTNER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY PYLE | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| KAY J KOHL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CANTWELL F MUCKENFUSS III | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN SHATTUCK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER SHATTUCK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GINA B WOMACK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON ZIMMERMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY PYLE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 GLOUCESTER STREET | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02476 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174568143 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $261,132 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,532 | CurrentTaxYearMinus1YearAmt |
| Total | $261,132 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $261,132 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29 | CurrentTaxYearAmt |
| Total | $8,250 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,560 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,125 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29 | CurrentTaxYearAmt |
| Total | $8,250 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,849 | CurrentTaxYearMinus3YearsAmt |
| Total | $138,224 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $157,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29 | CurrentTaxYearAmt |
| Total | $407,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.64060 | PublicSupportCY509Pct |
| Public Support PY509 | 0.66680 | PublicSupportPY509Pct |
| Investment Income CY | 0.02020 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01490 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 29. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: BANK, CREDIT CARD & OTHER FEES. AMOUNT: 32. DESCRIPTION: MARKETING, WEBSITE & SOCIAL MEDIA. AMOUNT: 4,274. DESCRIPTION: FILING FEES. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 16: 4,366. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |