PETRA FOUNDATION CHARITABLE TRUST: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PETRA FOUNDATION CHARITABLE TRUST (EIN 04-6603552)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2015-02-16
- IRS object ID
- 201510489349200411
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T09:34:57-06:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043243262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGER KATZ WEISHAUS NIKOSEY & LENZA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 TURNPIKE ST | AddressLine1 |
| City | CANTON | City |
| State | MA | State |
| ZIP Code | 02021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046603552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRA FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETR | BusinessNameControlTxt |
| Phone | 6174568143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 GLOUCESTER STREET | AddressLine1 |
| City | ARLINGTON | City |
| State | MA | State |
| ZIP Code | 02476 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF PYLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6174568143 | PhoneNum |
| Signature | 2015-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD WEISHAUS | PreparerPersonNm |
| PTIN | P00199484 | PTIN |
| Phone | 7818216400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Website Address | WWW.PETRAFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $156,065 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $67,097 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $1,560 | InvestmentIncomeAmt |
| Other Revenue Total | $87,408 | OtherRevenueTotalAmt |
| Total Revenue | $156,065 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $30,000 | GrantsAndSimilarAmountsPaidAmt |
| Salaries Other Comp Empl Bnft | $46 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $49,390 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $2,313 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $10,541 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $70,912 | OtherExpensesTotalAmt |
| Total Expenses | $163,202 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$7,137 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $118,906 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $14,251 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $126,020 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,373 | BOYAmt |
| EOY | $129,228 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,533 | BOYAmt |
| EOY | $542 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,906 | BOYAmt |
| EOY | $129,770 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,750 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,906 | BOYAmt |
| EOY | $126,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SUSTAIN THE TRAJECTORY OF PETRA TOLLE SHATTUCK'S LIFE BY HONORING UNSUNG INDIVIDUALS MAKING DISTINCTIVE CONTRIBUTIONS TO THE RIGHTS, AUTONOMY AND DIGNITY OF OTHERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | WELCOMING INDIVIDUALS TO A NATIONAL NETWORK OF LEADERS SKILLED IN LEGAL REDRESS, PUBLIC EDUCATION, ADVOCACY AND POLICYMAKING, THE PETRA FOUNDATION IS STRENGTHENING CIVIL AND HUMAN RIGHTS IN THE U.S. AND BUILDING THE BASE OF CIVIL PARTICIPATION FOR SOCIAL JUSTICE AND LASTING CHANGE | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $30,000 | GrantsAndAllocationsAmt |
| Program Service Expenses | $136,125 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $136,125 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| RICHARD J BALZER | ||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ANN BEAUDRY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY GERTNER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY PYLE | ||||
| TREASURER | 1.00 | $0 | $0 | $0 |
| KAY J KOHL | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| CANTWELL F MUCKENFUSS III | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN SHATTUCK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER SHATTUCK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| GINA B WOMACK | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON ZIMMERMAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY PYLE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 GLOUCESTER STREET | AddressLine1 |
| City | ARLINGTON | City |
| State | MA | State |
| ZIP Code | 02476 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174568143 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,655 | CurrentTaxYearAmt |
| Total | $649,000 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $125,341 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,986 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,655 | CurrentTaxYearAmt |
| Total | $649,000 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $649,000 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,560 | CurrentTaxYearAmt |
| Total | $9,620 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,420 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,560 | CurrentTaxYearAmt |
| Total | $9,620 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,260 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,849 | CurrentTaxYearAmt |
| Total | $243,290 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,131 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $234,767 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $157,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $156,064 | CurrentTaxYearAmt |
| Total | $901,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.71960 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78850 | PublicSupportPY509Pct |
| Investment Income CY | 0.01070 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01210 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | OTHER INCOME PART III LINE 12 | FormAndLineReferenceDesc |
| Explanation | NETWORK DINNER TICKET SALES: 2008: 24,449 2009: 18,850 2010: 19,956 2011: 66,260 2012: 63,375 2013: 74,849 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: DIVIDEND INCOME. AMOUNT: 1,560. |
| FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE | DESCRIPTION: NETWORK DINNER TICKET SALES. AMOUNT: 74,849. DESCRIPTION: AUCTION. AMOUNT: 12,559. TOTAL TO FORM 990-EZ, LINE 8: 87,408. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LEADERSHIP AWARD. GRANTEE NAME: NATALICIA TRACEY. GRANTEE ADDRESS: 14 HARVARD AVE 2ND FLOOR ALLSTON, MA 02134. GRANTEE RELATIONSHIP: N/A. DATE OF GIFT: 07/13/13. AMOUNT GIVEN: 7,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LEADERSHIP AWARD. GRANTEE NAME: GRACE BAUER. GRANTEE ADDRESS: 428 ROSEBANK AVE BALTIMORE, MD 21212. GRANTEE RELATIONSHIP: N/A. DATE OF GIFT: 08/27/13. AMOUNT GIVEN: 7,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LEADERSHIP AWARD. GRANTEE NAME: JUAN HARO. GRANTEE ADDRESS: 1 WEST 125TH ST 2ND FLOOR NEW YORK, NY 10027. GRANTEE RELATIONSHIP: N/A. DATE OF GIFT: 09/11/13. AMOUNT GIVEN: 7,500. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: LEADERSHIP AWARD. GRANTEE NAME: REY FAUSTINO. GRANTEE ADDRESS: 5501 14TH ST #104 SAN FRANCISCO, CA 94103. GRANTEE RELATIONSHIP: N/A. DATE OF GIFT: 12/11/13. AMOUNT GIVEN: 7,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 30,000. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: DEPRECIATION. AMOUNT: 383. DESCRIPTION: TRAVEL FOR CONFERENCE. AMOUNT: 12,631. DESCRIPTION: MEALS & CATERING FOR CONFERENCE. AMOUNT: 42,790. DESCRIPTION: SUPPLIES & OFFICE EXPENSE. AMOUNT: 3,345. DESCRIPTION: BANK, CREDIT CARD & OTHER FEES. AMOUNT: 141. DESCRIPTION: PAYROLL PROCESSING FEES. AMOUNT: 10. DESCRIPTION: MARKETING, WEBSITE & SOCIAL MEDIA. AMOUNT: 11,512. DESCRIPTION: MISCELLANEOUS. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 70,912. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: 14,251. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: ACCRUED DIVIDENDS RECEIVABLE. BEG. OF YEAR AMOUNT: 207. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 9,400. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 926. END OF YEAR AMOUNT: 542. |
| FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES | DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,750. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |