PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201721359349103227
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

FieldValueIRS element (for citing)
Return2017-05-15T13:21:14-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-05SignatureDt
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)
IP2017-05-05IPDt
IP Tm11:42:51IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id449D9DC2BA2F96B1913180B222B6B957C7C882B9AtSubmissionCreationDeviceId
At Submission Filing Device IdD80588C3E515A8A1A097333E0799E07EC9DEE347AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$112,800FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$278DividendsRevAndExpnssAmt
Dividends Net Invst Incm$278DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$80,289TotalRevAndExpnssAmt
Total Net Invst Incm$289TotalNetInvstIncmAmt
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$60TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,630TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,630TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,359ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,359ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,989TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,989TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,700ExcessRevenueOverExpensesAmt
Net Investment Income$289NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$104,009CashBOYAmt
Cash EOY$83,031CashEOYAmt
Cash EOYFMV$83,031CashEOYFMVAmt
Corporate Bonds BOY$29,637CorporateBondsBOYAmt
Corporate Bonds EOY$29,915CorporateBondsEOYAmt
Corporate Bonds EOYFMV$29,769CorporateBondsEOYFMVAmt
Total Assets BOY$133,646TotalAssetsBOYAmt
Total Assets EOY$112,946TotalAssetsEOYAmt
Total Assets EOYFMV$112,800TotalAssetsEOYFMVAmt
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$133,646RetainedEarningBOYAmt
Retained Earning EOY$112,946RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$133,646TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$112,946TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$133,646TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$112,946TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,646TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,700ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$112,946SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$112,946TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$154,167AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$128,900NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.196020DistributionYr1Rt
Adjusted Qlfy Distri Yr2$161,180AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$118,792NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.356825DistributionYr2Rt
Adjusted Qlfy Distri Yr3$170,211AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$105,958NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.606401DistributionYr3Rt
Adjusted Qlfy Distri Yr4$228,142AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$103,619NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.201739DistributionYr4Rt
Adjusted Qlfy Distri Yr5$178,971AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$82,967NetVlNoncharitableAssetsYr5Amt
Distribution Yr52.157135DistributionYr5Rt
Total Distribution8.518120TotalDistributionRt
Average Distribution1.703624AverageDistributionRt
Net Vl Noncharitable Assets$121,347NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$206,730AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$206,733AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$100,989QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$6TaxDueAmt

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

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$29,675AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,520AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$123,195TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$123,195AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,848CashDeemedCharitableAmt
Net Vl Noncharitable Assets$121,347NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$6TaxBasedOnInvestmentIncomeAmt
Total Tax$6TotalTaxAmt
Distributable Before Adj$6,061DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,061DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,061DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,989ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$100,989QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$100,989AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,061DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$174,865ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$222,969ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$164,942ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$155,244ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$147,722ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$865,742TotalExcessDistributionCyovAmt
Qualifying Distributions$100,989QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,061AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,928RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$960,670TotalCorpusAmt
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$174,865ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$785,805ExcessDistriCyovToNextYrAmt
Excess From Year4$222,969ExcessFromYear4Amt
Excess From Year3$164,942ExcessFromYear3Amt
Excess From Year2$155,244ExcessFromYear2Amt
Excess From Year1$147,722ExcessFromYear1Amt
Excess From Current Year$94,928ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALBOA SUNRISE SERVICE
1549 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$750
BIOLA UNIVERSITY
13800 BIOLA AVELAMIRANDACA90639NONEPUBLICGENERAL FUND$18,000
CHILDREN'S ADVOCACY INSTITUTE
5998 ALCALA PARKSAN DIEGOCA92110NONEPUBLICADVOCATING INTEREST OF CHILDREN$5,000
FINCA
111 14TH STREETWASHINGTONDC20005NONEPUBLICGENERAL FUND$1,111
GOOD DOG AUTISM COMPANIONS
855 SOUTH MAIN AVE STE K-162FALLBROOKCA92028NONEPUBLICGENERAL FUND$300
MOVEMBER FOUNDATION
8559 HIGUERA STCULVER CITYCA90232NONEPUBLICGENERAL FUND$100
MUSEUM OF MAN
1350 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$1,111
OPERATION SMILE
6435 TIDEWATER DRIVENORFOLKVA23509NONEPUBLICGENERAL FUND$2,000
PACIFIC WHALE FOUNDATION
612 FRONT STLAHAINAHI96761NONEPUBLICGENERAL FUND$60
RADY'S CHILDREN'S HOSPITAL
3020 CHILDRENS WAYSAN DIEGOCA92123NONEPUBLICGENERAL FUND$6,500
REFORMED THEOLOGICAL SEMINARY
5422 CLINTON BLVDJACKSONMS39209NONEPUBLICGENERAL FUND$7,702
REUBEN H FLEET SCIENCE CENTER
1875 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$600
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121NONEPUBLICGENERAL FUND$333
SAN DIEGO HISTORY CENTER
1649 EL PRADO STE 3SAN DIEGOCA92101NONEPUBLICGENERAL FUND$125
SAN DIEGO MUSEUM OF ART
1450 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$200
SAN DIEGO NATURAL HISTORY MUSEUM
1788 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92112NONEPUBLICGENERAL FUND$199
SOLANA COMMUNITY COLLEGE
4000 SUISUN VALLEY RDFAIRFIELDCA94534NONEPUBLICGENERAL FUND$371
THE FRANCES KITCHEN PROJECT
5638 LAKE MURRAY BLVD STE 153LA MESACA91941NONEPUBLICGENERAL FUND$1,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVELA JOLLACA92093NONEPUBLICVARIOUS FUNDS$52,500
UNITED STATES OLYMPIC COMMITTEE
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPUBLICGENERAL FUND$111
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300JACKSONVILLEFL32256NONEPUBLICGENERAL FUND$1,111
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,359TotalGrantOrContriPdDurYrAmt
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$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$278ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$289ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$289TotalIncomeProducingActyAmt

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
PETERSON BROTHERS LLC
17777 FAY AVENUE SUITE 300LA JOLLACA92037$50,000Yes (X)
ANDREW PETERSON
27777 FAY AVENUE SUITE 300LA JOLLACA92037$30,000Yes (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$29,915EOYBookValueAmt
EOYFMV$29,769EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSECRETARY OF STATEDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$20DisbursementsCharitablePrpsAmt

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
ATTORNEY GENERAL REGISTRATION$50$0$50
FRANCHISE TAX BOARD$10$0$10

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