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ROBERT & HELEN E GRANT FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ROBERT & HELEN E GRANT FOUNDATION (EIN 46-3647196)
Tax period
2015-12-01 to 2016-11-30
Filed
2017-10-17
IRS object ID
201712909349100201
Schema version
2015v3.0
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

FieldValueIRS element (for citing)
Return2017-10-17T00:02:40-07:00ReturnTs
Tax Period End2016-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953673745PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT A PETTERSON CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE ST STE 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921266503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463647196EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT & HELEN E GRANT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8586950596PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE ST STE 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP921266503ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT A PETTERSONPersonNm
Person TitleCEO/CHAIRPersonTitleTxt
Phone8586950596PhoneNum
Signature2017-10-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A PETTERSONPreparerPersonNm
PTINP01295415PTIN
Phone8586950596PhoneNum
Preparation2017-10-17PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$366,322FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$84,391ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$696InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$598InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,172DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,172DividendsNetInvstIncmAmt
Total Rev And Expnss$101,259TotalRevAndExpnssAmt
Total Net Invst Incm$16,770TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$76,259ExcessRevenueOverExpensesAmt
Net Investment Income$16,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,615SavAndTempCashInvstEOYAmt
Corporate Stock BOY$310,729CorporateStockBOYAmt
Corporate Stock EOY$331,525CorporateStockEOYAmt
Corporate Stock EOYFMV$335,417CorporateStockEOYFMVAmt
Corporate Bonds EOY$16,322CorporateBondsEOYAmt
Corporate Bonds EOYFMV$15,611CorporateBondsEOYFMVAmt
Other Investments EOY$15,665OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,294OtherInvestmentsEOYFMVAmt
Total Assets BOY$314,868TotalAssetsBOYAmt
Total Assets EOY$391,127TotalAssetsEOYAmt
Total Assets EOYFMV$366,322TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$314,868UnrestrictedBOYAmt
Unrestricted EOY$391,127UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$314,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$391,127TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$314,868TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$391,127TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$314,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$76,259ExcessRevenueOverExpensesAmt
Subtotal$391,127SubtotalAmt
Tot Net Ast Or Fund Balances EOY$391,127TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$25,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$300,169NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.083286DistributionYr1Rt
Total Distribution0.083286TotalDistributionRt
Average Distribution0.083286AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$168NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$168AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$168InvestmentIncomeExciseTaxAmt
Subtotal$168SubtotalAmt
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$410AppliedToEsTaxAmt
Total Payments And Credits$410TotalPaymentsAndCreditsAmt
Overpayment$242OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$242RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksROBERT PETTERSONIndividualWithBooksNm
Phone8586950596PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE STAddressLine1Txt
Address Line2SUITE 101AddressLine2Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92126ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT A PETTERSON
9683 TIERRA GRANDE ST STE 101SAN DIEGOCA92126CEO/CHAIR1.00$0$0$0
GAIL J PETTERSON
9683 TIERRA GRANDE ST STE 101SAN DIEGOCA92126SECRETARY/TR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$168TaxBasedOnInvestmentIncomeAmt
Total Tax$168TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$168PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,832AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$10,208ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,208TotalExcessDistributionCyovAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Remaining Distri From Corpus$25,000RemainingDistriFromCorpusAmt
Total Corpus$35,208TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,208ExcessDistriCyovToNextYrAmt
Excess From Year1$10,208ExcessFromYear1Amt
Excess From Current Year$25,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PROMISES2KIDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19400 RUFFIN COURT SUITE AAddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92123ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeCAMP CONNECT FUNDINGGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$696ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,172ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$16,868ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,868TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBANK OF AMERICABondNm
EOY Book Value$16,322EOYBookValueAmt
EOYFMV$15,611EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T$8,599$7,726
BANK OF AMERICA
CHEVERON CORP$9,078$11,156
CONS STAPLES SEL
CROWN CASTLE$16,736$16,692
DDR CORP
EPR PTTYS$24,926$38,247
FORD MOTOR CO$5,049$4,784
FRANKLIN INCOME A$26,859$26,788
GLAXOSMITHKLINE$30,142$24,564
HCP INCORPORATED$16,158$10,336
JOHNSON & JOHNSON$9,803$11,130
JPMORGAN CHASE$6,717$8,017
KRAFT FOODS
MASTERCARD INC$10,911$15,330
MICROSOFT$11,995$15,065
MS US GOVERNMENT$6,052$5,831
PATTERN ENERGY$8,092$5,889
PFIZER INC$10,216$9,642
PHILLIP MORRIS$25,645$26,484
QUALITY CARE$1,138$1,050
ROYAL DUTCH SHELL$24,946$18,960
SOUTHERN CO$13,346$14,046
SPIRIT REALTY CAPITAL$10,328$9,711
UNIT IGMT
UNIT VK INVESTMENT GRADE$4,198$4,089
VERIZON COMMUNICATIONS$23,436$24,950
VODAFONE$17,938$12,220
WALGREENS$9,217$12,710

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CONSUMERS STAPLES SECTOR SPDRAT COST$10,127$10,116
FT-PREFERRED SECUR & INC ETFAT COST$5,538$5,178

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