HUGH E & MARJORIE S PETERSEN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HUGH E & MARJORIE S PETERSEN FOUNDATION INC (EIN 20-3757530)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201611269349100901
- Schema version
- 2015v2.1
- 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
- Schedule B
- Depreciation Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:34-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203757530 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hugh E & Marjorie S Petersen Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HUGH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNNE TAHMISIAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $75,882 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $705,033 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $978 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $978 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $598,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $381,541 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,680 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,230 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $891,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $891,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $901,230 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $896,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$201,822 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $382,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $277,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $75,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $75,882 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $277,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $75,882 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $277,704 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $277,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $277,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $277,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$201,822 | ExcessRevenueOverExpensesAmt |
| Subtotal | $75,882 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,882 | 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 |
| Gross Sales Price | $598,430 | GrossSalesPriceAmt |
| Cost Or Other Basis | $216,889 | CostOrOtherBasisAmt |
| Gain Or Loss | $381,541 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $381,541 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $381,541 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $365,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $188,732 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.936455 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $394,871 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $135,425 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.915791 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $413,820 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $211,214 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.959245 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $445,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $247,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.797387 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $447,657 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $640,419 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.699006 | DistributionYr5Rt |
| Total Distribution | 9.307884 | TotalDistributionRt |
| Average Distribution | 1.861577 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $189,220 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $352,248 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,825 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,073 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $896,525 | 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 | $3,825 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,825 | SubtotalAmt |
| Tax Based On Investment Income | $3,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $575 | OverpaymentAmt |
| Applied To ES Tax | $575 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Ruth Kovacs | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Sharon Peck | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Lynne Tahmisian | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $192,102 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $192,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $189,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,461 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,825 | TotalTaxAmt |
| Distributable Before Adj | $5,636 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,636 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,636 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $896,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $896,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,825 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $892,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,636 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $415,772 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $438,767 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $403,269 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $392,652 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $364,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,015,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $896,525 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,636 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $890,889 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,905,991 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $415,772 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,490,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $438,767 | ExcessFromYear4Amt |
| Excess From Year3 | $403,269 | ExcessFromYear3Amt |
| Excess From Year2 | $392,652 | ExcessFromYear2Amt |
| Excess From Year1 | $364,642 | ExcessFromYear1Amt |
| Excess From Current Year | $890,889 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMPUS CRUSADE FOR CHRIST INTERNATIONAL | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | N/A | PC | Didier and Donna Heslon Project | $5,000 |
| CANCER SUPPORT COMMUNITY VALLEY- VENTURA-SANTA BAR | |||||||
| 530 HAMPSHIRE RD | WESTLAKE VLG | CA | 91361 | N/A | PC | General & Unrestricted | $75,000 |
| CHRYSALIS MINISTRIES INC | |||||||
| 311 W AVENIDA GAVIOTA | SAN CLEMENTE | CA | 92672 | N/A | PC | General & Unrestricted | $2,000 |
| FAMILY CARE NETWORK INC | |||||||
| 1255 KENDALL RD | SAN LUIS OBISPO | CA | 93401 | N/A | PC | General & Unrestricted | $10,000 |
| GRACE COMMUNITY CHURCH | |||||||
| 13248 ROSCOE BLVD | SUN VALLEY | CA | 91352 | N/A | PC | Grace Ministries International Division | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| PO BOX 176 | GOLETA | CA | 93116 | N/A | PC | General & Unrestricted | $10,000 |
| HAGGAI INSTITUTE FOR ADVANCED LEADERSHIP TRAINING | |||||||
| 4725 PEACHTREE CORNERS CIR STE 1 | NORCROSS | GA | 30092 | N/A | PC | General & Unrestricted | $10,000 |
| HOPE AND HOME | |||||||
| 4945 N 30TH ST | COLORADO SPRINGS | CO | 80919 | N/A | PC | General & Unrestricted | $1,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP- USA | |||||||
| 635 SCIENCE DR | MADISON | WI | 53711 | N/A | PC | Charles Barker Graduate Fund | $6,000 |
| JODI HOUSE INC | |||||||
| 625 CHAPALA ST | SANTA BARBARA | CA | 93101 | N/A | PC | General & Unrestricted | $1,000 |
| LANGHAM PARTNERSHIP USA INC NFP | |||||||
| 580A VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | Bible Commentary Project | $15,000 |
| MONTECITO COVENANT CHURCH SANTA BARBARA CA | |||||||
| 671 COLD SPRINGS RD | SANTA BARBARA | CA | 93108 | N/A | PC | General & Unrestricted | $60,000 |
| OPPORTUNITY INTERNATIONAL INC | |||||||
| 550 W VAN BUREN STE 200 | CHICAGO | IL | 60607 | N/A | PC | The Philippines: Cents for Life Project | $42,000 |
| PALM MISSIONARY MINISTRIES INC | |||||||
| 1315 CAMPO SANO AVE | CORAL GABLES | FL | 33146 | N/A | PC | Dan Swanson Ministry Fund | $12,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LANSDOWNE | VA | 20176 | N/A | PC | General & Unrestricted | $2,000 |
| PROVIDENCE SBCS INC | |||||||
| 3723 MODOC RD | SANTA BARBARA | CA | 93105 | N/A | PC | General & Unrestricted | $25,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $1,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | N/A | PC | General & Unrestricted | $30,000 |
| SANTA BARBARA RESCUE MISSION | |||||||
| 535 E YANONALI ST | SANTA BARBARA | CA | 93103 | N/A | PC | Mision of Hope Campaign | $70,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 93108 | N/A | PC | Youth Internship Program: Montecito Covenant Church | $25,000 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 93108 | N/A | PC | Institute for Global Learning and Leadership Initiative | $125,000 |
| WORLD VISION INTERNATIONAL | |||||||
| 800 W CHESTNUT AVE | MONROVIA | CA | 91016 | N/A | PC | ERE Project in Zambia | $25,000 |
| WYCLIFFE BIBLE TRANSLATORS INC | |||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | N/A | PC | Waller and Mary Tabb Fund | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | TX | 86304 | N/A | PC | Gold Coast, CA Division | $5,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | TX | 86304 | N/A | PC | Santa Barbara, CA 50 Division | $18,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | TX | 86304 | N/A | PC | Jaime Lisea AF56 Fund | $6,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | TX | 86304 | N/A | PC | YL AF56 Fund | $25,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | TX | 86304 | N/A | PC | Caperneum Ministry: Pam Harmon Program | $15,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | TX | 86304 | N/A | PC | Woodleaf Camp Renovation Project | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $891,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $978 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$5,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,625 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Petersen Marjorie S | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 State Street Suite 243 | AddressLine1Txt |
| City | Santa Barbara | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $705,033 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALPHABET INC CL A GOOGL, 135 sh. | $99,875 | 2015-11-02 |
| 1 | APPLE INC AAPL, 800 sh. | $105,712 | 2015-04-27 |
| 1 | BLACKROCK INC BLK, 130 sh. | $48,614 | 2015-04-27 |
| 1 | CHINA MOBILE HGK LTD CHL, 700 sh. | $52,609 | 2015-04-27 |
| 1 | GILEAD SCIENCES INC GILD, 950 sh. | $98,107 | 2015-04-27 |
| 1 | POWERSHARES FTSE RAFI US 1500 SMALL MID PRFZ, 1400 sh. | $148,421 | 2015-04-27 |
| 1 | WALGREENS BOOTS ALLIANCE WBA, 600 sh. | $51,696 | 2015-04-27 |
Depreciation Schedule DepreciationSchedule
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $891,000. This amount represents over 25% of the Foundation's net assets of $277,704 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $5,500 | $5,500 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $4,400 |
| 990-PF Excise Tax for 2014 | $280 |
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