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ROBERT & HELEN E GRANT FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ROBERT & HELEN E GRANT FOUNDATION (EIN 46-3647196)
Tax period
2014-12-01 to 2015-11-30
Filed
2016-10-17
IRS object ID
201612929349100001
Schema version
2014v6.0
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)
Return2016-10-17T22:52:11-05:00ReturnTs
Tax Period End2015-11-30TaxPeriodEndDt

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 Begin2014-12-01TaxPeriodBeginDt

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 PETTERSONPersonNm
Person TitleCEOPersonTitleTxt
Phone8586950596PhoneNum
Signature2016-10-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A PETTERSONPreparerPersonNm
PTINP01295415PTIN
Phone8586950596PhoneNum
Preparation2016-10-17PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$301,325FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$251,835ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$410InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,571DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,571DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,823NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$83,695GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$381CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$268,639TotalRevAndExpnssAmt
Total Net Invst Incm$10,957TotalNetInvstIncmAmt
Taxes Rev And Expnss$25TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$167OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$167OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$192TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$167TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,192TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$167TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$243,447ExcessRevenueOverExpensesAmt
Net Investment Income$10,790NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,717SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,139SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$44,704CorporateStockBOYAmt
Corporate Stock EOY$310,729CorporateStockEOYAmt
Corporate Stock EOYFMV$297,186CorporateStockEOYFMVAmt
Total Assets BOY$71,421TotalAssetsBOYAmt
Total Assets EOY$314,868TotalAssetsEOYAmt
Total Assets EOYFMV$301,325TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$71,421UnrestrictedBOYAmt
Unrestricted EOY$314,868UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$71,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$314,868TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$71,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$314,868TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$71,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$243,447ExcessRevenueOverExpensesAmt
Subtotal$314,868SubtotalAmt
Tot Net Ast Or Fund Balances EOY$314,868TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$381CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$216InvestmentIncomeExciseTaxAmt
Subtotal$216SubtotalAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Tax Due$216TaxDueAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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/CHAIR5.00$0$0$0
GAIL J PETTERSON
9683 TIERRA GRANDE ST STE 101SAN DIEGOCA92126SECRETARY/TR5.00$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$266,792AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,948AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$304,740TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$304,740AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,571CashDeemedCharitableAmt
Net Vl Noncharitable Assets$300,169NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,008MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,008MinimumInvestmentReturnAmt
Tax Based On Investment Income$216TaxBasedOnInvestmentIncomeAmt
Total Tax$216TotalTaxAmt
Distributable Before Adj$14,792DistributableBeforeAdjAmt
Distributable Before Ded$14,792DistributableBeforeDedAmt
Distributable As Adjusted$14,792DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,000ExpensesAndContributionsAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,792DistributableAsAdjustedAmt
Qualifying Distributions$25,000QualifyingDistributionsAmt
Applied To Current Year$14,792AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,208RemainingDistriFromCorpusAmt
Total Corpus$10,208TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,208ExcessDistriCyovToNextYrAmt
Excess From Current Year$10,208ExcessFromCurrentYearAmt

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$410ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,571ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$381ExclusionAmt
Related Or Exempt Function Incm$5,442RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,362ExclusionAmt
Related Or Exempt Function Incm$5,442RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,804TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANT REV DEC OF TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19683 TIERRA GRANDE ST STE 101AddressLine1Txt
CitySAN DIEGOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92126ZIPCd
FieldValueIRS element (for citing)
Total Contributions$251,835TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
INVESCO CA TX FREE2014-12PURCHASE2015-01$47,107$46,731$376
OPPENHEIMER GLB2014-12PURCHASE2015-01$12,953$12,864$89
MS MORTGAGE SEC TRUST2014-12PURCHASE2015-01$3,295$3,309-$14
MS GLOBAL INFRASTRUCTURE A2014-12PURCHASE2015-01$1,942$2,149-$207
MS GLOBAL INFRASTRUCTURE Q2014-12PURCHASE2015-01$1,333$1,476-$143
INVESCO VAN KAMPEN2014-12PURCHASE2015-01$110$126-$16
KRAFT FOODS2014-10PURCHASE2015-05$16,574$11,217$5,357

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA$16,322$15,844
CHEVERON CORP$9,078$9,137
CONS STAPLES SEL$10,127$9,884
CROWN CASTLE$16,736$17,182
DDR CORP$5,910$5,115
EPR PTTYS$32,334$30,822
FRANKLIN INCOME A$26,546$24,435
GLAXOSMITHKLINE$28,335$26,331
HCP INCORPORATED$15,642$12,436
JOHNSON & JOHNSON$9,803$10,124
KRAFT FOODS
MASTERCARD INC$10,911$14,688
MICROSOFT$11,995$13,587
MS US GOVERNMENT$5,790$5,703
PATTERN ENERGY$8,409$5,373
PFIZER INC$10,216$9,831
PHILLIP MORRIS$25,645$26,217
ROYAL DUTCH SHELL$24,153$17,479
SPIRIT REALTY CAPITAL$10,809$8,838
UNIT IGMT$4,813$4,775
VODAFONE$17,938$16,780
WALGREENS$9,217$12,605

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT FEES$167$167

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERT PETTERSON TRUSTEEPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryCALIFORNIA CHARITABLE TRUSTCategoryTxt
Amt$25Amt

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