PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201621379349102402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T12:03:34-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK W LINDSAYPreparerPersonNm
PTINP00236185PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$133,589FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$160,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$227DividendsRevAndExpnssAmt
Dividends Net Invst Incm$227DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$160,238TotalRevAndExpnssAmt
Total Net Invst Incm$238TotalNetInvstIncmAmt
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$64TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$382OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$382OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,996TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$382TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,610TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,557ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,557ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$154,553TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$382TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,167TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,685ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$98,551CashBOYAmt
Cash EOY$104,009CashEOYAmt
Cash EOYFMV$104,009CashEOYFMVAmt
Corporate Bonds BOY$29,410CorporateBondsBOYAmt
Corporate Bonds EOY$29,637CorporateBondsEOYAmt
Corporate Bonds EOYFMV$29,580CorporateBondsEOYFMVAmt
Total Assets BOY$127,961TotalAssetsBOYAmt
Total Assets EOY$133,646TotalAssetsEOYAmt
Total Assets EOYFMV$133,589TotalAssetsEOYFMVAmt
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$127,961RetainedEarningBOYAmt
Retained Earning EOY$133,646RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$127,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$133,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$127,961TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$133,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$127,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,685ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$133,646SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$133,646TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$161,180AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$118,792NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.356825DistributionYr1Rt
Adjusted Qlfy Distri Yr2$170,211AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$105,958NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.606401DistributionYr2Rt
Adjusted Qlfy Distri Yr3$228,142AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$103,619NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.201739DistributionYr3Rt
Adjusted Qlfy Distri Yr4$178,971AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$82,967NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.157135DistributionYr4Rt
Adjusted Qlfy Distri Yr5$118,974AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$93,700NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.269733DistributionYr5Rt
Total Distribution8.591833TotalDistributionRt
Average Distribution1.718367AverageDistributionRt
Net Vl Noncharitable Assets$128,900NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$221,498AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$221,498AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$154,167QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

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

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$29,583AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,280AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$130,863TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$130,863AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,963CashDeemedCharitableAmt
Net Vl Noncharitable Assets$128,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,445MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,445MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$6,445DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,445DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,445DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,167ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$154,167QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$154,167AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,445DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$114,293ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$174,865ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$222,969ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$164,942ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$155,244ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$832,313TotalExcessDistributionCyovAmt
Qualifying Distributions$154,167QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,445AppliedToCurrentYearAmt
Remaining Distri From Corpus$147,722RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$980,035TotalCorpusAmt
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$114,293ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$865,742ExcessDistriCyovToNextYrAmt
Excess From Year4$174,865ExcessFromYear4Amt
Excess From Year3$222,969ExcessFromYear3Amt
Excess From Year2$164,942ExcessFromYear2Amt
Excess From Year1$155,244ExcessFromYear1Amt
Excess From Current Year$147,722ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGELS OF HOPE
1234 E MAIN STEL CAJONCA92021NONEPUBLICGENERAL FUND$500
CHAMBER ORCHESTRA OF SOUTH BAY
27570 NORRIS CENTER DRIVEPALOS VERDES PENINSULACA90274NONEPUBLICGENERAL FUND$500
CHILDREN'S ADVOCACY INSTITUTE
5998 ALCALA PARKSAN DIEGOCA92110NONEPUBLICADVOCATING INTEREST OF CHILDREN$25,000
COPLEY PRICE YMCA
4300 EL CAJON BLVDSAN DIEGOCA92105NONEPUBLICGENERAL FUND$10,000
DOCTORS WITHOUT BORDERS
333 7TH AVENEW YORKNY10001NONEPUBLICGENERAL FUND$1,000
FIRST PRESBYTERIAN CHURCH OF TEMPLETON
610 S MAIN STTEMPLETONCA93465NONEPUBLICGENERAL FUND$20,000
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242NONEPUBLICGENERAL FUND$1,449
INTERNATIONAL RELIEF TEAM
4560 ALVARADO CANYON RDSAN DIEGOCA92120NONEPUBLICGENERAL FUND$500
LA JOLLA COMMUNITY FOUNDATION
2508 HISTORIC DECATUR RD STE 200SAN DIEGOCA92106NONEPUBLICGENERAL FUND$1,000
MOVEMBER FOUNDATION
8559 HIGUERA STCULVER CITYCA90232NONEPUBLICGENERAL FUND$100
MUSEUM OF MAN
1350 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$6,000
PACIFIC WHALE FOUNDATION
612 FRONT STLAHAINAHI96761NONEPUBLICGENERAL FUND$90
RADY'S CHILDREN'S HOSPITAL
3020 CHILDRENS WAYSAN DIEGOCA92123NONEPUBLICGENERAL FUND$18,000
REUBEN H FLEET SCIENCE CENTER
1875 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$1,250
SAN DIEGO MUSEUM OF ART
1450 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO NATURAL HISTORY MUSEUM
1788 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO SPACE & SCIENCE FOUNDATION
2001 PAN AMERICAN PLAZASAN DIEGOCA92101NONEPUBLICGENERAL FUND$119
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92112NONEPUBLICGENERAL FUND$199
SEA SHEPHERD CONSERVATION SOCIETY
PO BOX 2616FRIDAY HARBORWA98250NONEPUBLICGENERAL FUND$20,000
ST VINCENT DE PAUL
3350 E STSAN DIEGOCA92102NONEPUBLICGENERAL FUND$2,000
TEMPLE BETH EL
8660 GILMAN DRIVELA JOLLACA92037NONEPUBLICBUILDING FUND$500
THE SALVATION ARMY
2320 FIFTH AVENUESAN DIEGOCA92101NONEPUBLICSCHOLARSHIP PROGRAMS$2,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVELA JOLLACA92093NONEPUBLICGENERAL FUND$39,000
UNITED WAY
4699 MURPHY CANYON RDSAN DIEGOCA92123NONEPUBLICGENERAL FUND$1,000
URBAN ANGELS
1250 6TH AVESAN DIEGOCA92101NONEPUBLICGENERAL FUND$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,557TotalGrantOrContriPdDurYrAmt
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$227ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$238ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$238TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1PETERSON BROTHERS LLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17777 FAY AVENUE SUITE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Total Contributions$160,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

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$29,637EOYBookValueAmt
EOYFMV$29,580EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$382RevenueAndExpensesPerBooksAmt
Net Investment Income$382NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETERSON BROTHERS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17777 FAY AVENUE SUITE 300AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ATTORNEY GENERAL REGISTRATION$50$0$50
FRANCHISE TAX BOARD$10$0$10
EXCISE TAX$4$0$0

Comments

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