HUGH E & MARJORIE S PETERSEN FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HUGH E & MARJORIE S PETERSEN FOUNDATION INC (EIN 20-3757530)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-04
IRS object ID
201521249349100347
Schema version
2014v5.0
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)
Return2015-05-04T16:10:06-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203757530EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hugh E & Marjorie S Petersen Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlHUGHBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynne M TahmisianPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$277,704FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$637,794ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,312NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$642,115GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$430,341CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,114OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$643,266TotalRevAndExpnssAmt
Total Net Invst Incm$430,387TotalNetInvstIncmAmt
Taxes Rev And Expnss$3,200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,050OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,250TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$364,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$364,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$373,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$369,775TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$270,266ExcessRevenueOverExpensesAmt
Net Investment Income$430,362NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,430SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$277,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$277,704SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8CorporateStockBOYAmt
Total Assets BOY$7,438TotalAssetsBOYAmt
Total Assets EOY$277,704TotalAssetsEOYAmt
Total Assets EOYFMV$277,704TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$7,438RetainedEarningBOYAmt
Retained Earning EOY$277,704RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,438TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$277,704TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,438TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$277,704TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,438TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$270,266ExcessRevenueOverExpensesAmt
Subtotal$277,704SubtotalAmt
Tot Net Ast Or Fund Balances EOY$277,704TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$642,115GrossSalesPriceAmt
Cost Or Other Basis$211,774CostOrOtherBasisAmt
Gain Or Loss$430,341GainOrLossAmt
Gains Minus Excess Or Losses$430,341GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$430,341CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$394,871AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$135,425NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.915791DistributionYr1Rt
Adjusted Qlfy Distri Yr2$413,820AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$211,214NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.959245DistributionYr2Rt
Adjusted Qlfy Distri Yr3$445,504AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$247,862NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.797387DistributionYr3Rt
Adjusted Qlfy Distri Yr4$447,657AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$640,419NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.699006DistributionYr4Rt
Adjusted Qlfy Distri Yr5$188,972AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,012,883NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.186568DistributionYr5Rt
Total Distribution7.557997TotalDistributionRt
Average Distribution1.511599AverageDistributionRt
Net Vl Noncharitable Assets$188,732NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$285,287AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,304NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$289,591AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$369,775QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,304InvestmentIncomeExciseTaxAmt
Subtotal$4,304SubtotalAmt
Tax Based On Investment Income$4,304TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,024EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,024TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$280TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Ruth Kovacs
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir / Sec1.0$0
Sharon Peck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0
Lynne Tahmisian
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir2.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$191,606AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$191,606TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$191,606AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,874CashDeemedCharitableAmt
Net Vl Noncharitable Assets$188,732NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,437MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,437MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,304TaxBasedOnInvestmentIncomeAmt
Total Tax$4,304TotalTaxAmt
Distributable Before Adj$5,133DistributableBeforeAdjAmt
Distributable Before Ded$5,133DistributableBeforeDedAmt
Distributable As Adjusted$5,133DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$369,775ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$369,775QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,304PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$365,471AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,133DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr5$138,492ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$415,772ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$438,767ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$403,269ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$392,652ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,788,952TotalExcessDistributionCyovAmt
Qualifying Distributions$369,775QualifyingDistributionsAmt
Applied To Current Year$5,133AppliedToCurrentYearAmt
Remaining Distri From Corpus$364,642RemainingDistriFromCorpusAmt
Total Corpus$2,153,594TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$138,492ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,015,102ExcessDistriCyovToNextYrAmt
Excess From Year4$415,772ExcessFromYear4Amt
Excess From Year3$438,767ExcessFromYear3Amt
Excess From Year2$403,269ExcessFromYear2Amt
Excess From Year1$392,652ExcessFromYear1Amt
Excess From Current Year$364,642ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMPUS CRUSADE FOR CHRIST INTERNATIONAL
100 LAKE HART DRORLANDOFL32832N/APCDidier and Donna Heslon Project$3,750
CAMPUS CRUSADE FOR CHRIST INTERNATIONAL
100 LAKE HART DRORLANDOFL32832N/APCDidier and Donna Heslon Project$1,250
CANCER SUPPORT COMMUNITY VALLEY- VENTURA
530 HAMPSHIRE RDWESTLAKE VLGCA91361N/APCGeneral & Unrestricted$25,000
CHRYSALIS MINISTRIES INC
311 W AVENIDA GAVIOTASAN CLEMENTECA92672N/APCGeneral & Unrestricted$2,000
FAMILY CARE NETWORK INC
1255 KENDALL RDSAN LUIS OBISPOCA93401N/APCGeneral & Unrestricted$5,000
GRACE COMMUNITY CHURCH
13248 ROSCOE BLVDSUN VALLEYCA91352N/APCGeneral & Unrestricted$10,000
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 176GOLETACA93116N/APCGeneral & Unrestricted$5,000
HAGGAI INSTITUTE FOR ADVANCED LEADERSHIP TRAINING
4725 PEACHTREE CORNERS CIR STE 1NORCROSSGA30092N/APCGeneral & Unrestricted$5,000
HOPE AND HOME
4945 N 30TH STCOLORADO SPRINGSCO80919N/APCGeneral & Unrestricted$1,000
INTERVARSITY CHRISTIAN FELLOWSHIP- USA
6400 SCHROEDER RDMADISONWI53711N/APCCharles Barker Graduate Program$6,000
JODI HOUSE INC
625 CHAPALA STSANTA BARBARACA93101N/APCGeneral & Unrestricted$1,000
LANGHAM PARTNERSHIP USA INC NFP
580A VALLEY WAYMILPITASCA95035N/APCGeneral & Unrestricted$10,000
MONTECITO COVENANT CHURCH SANTA BARBARA CA
671 COLD SPRINGS RDSANTA BARBARACA93108N/APCGeneral & Unrestricted$65,000
OPPORTUNITY INTERNATIONAL INC
2122 YORK RD STE 150OAK BROOKIL60523N/APCThe Philippines: Cents for Life Program$42,000
PALM MISSIONARY MINISTRIES INC
1315 CAMPO SANO AVECORAL GABLESFL33146N/APCDan Swanson's Ministry Fund$12,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANSDOWNEVA20176N/APCGeneral & Unrestricted$2,000
ROOM IN THE INN INC
PO BOX 25309NASHVILLETN37202N/APCMark Harmon Initiative$3,750
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCGeneral & Unrestricted$1,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA93103N/APCGeneral & Unrestricted$25,000
WESTMONT COLLEGE
955 LA PAZ RDSANTA BARBARACA93108N/APCGeneral & Unrestricted$35,000
WORLD VISION INTERNATIONAL
800 W CHESTNUT AVEMONROVIACA91016N/APCERE Project Zambia$25,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCWaller Tabb Project$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCCapernaum Ministry / Pam Harmon Program$15,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCGold Coast, CA Division$2,500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCGold Coast, CA Division$2,500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCJaime Lisea AF56 Fund$1,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCSanta Barbara, CA 50 Division$6,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCSanta Barbara, CA 50 division$12,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCYoung Life AF56 Division$25,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCJaime Lisea AF56 Fund$3,500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCJaime Lisea AF56 Fund$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$364,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,312ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$1,114ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,472ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,472TotalIncomeProducingActyAmt

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 PersonPetersen Marjorie SContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11114 State Street Suite 243AddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93101ZIPCd
FieldValueIRS element (for citing)
Total Contributions$637,794TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1KINDER MORGAN ENERGY PARTNERS LP KMP, 3351.834 sh.$319,7652014-09-03
1APPLE INC. AAPL, 332 sh.$31,8522014-07-15
1APPLE INC. AAPL, 96 sh.$52,4152014-01-17
1BLACKROCK INC BLK, 150 sh.$47,8582014-01-17
1CHEVRON CORP CVX, 404 sh.$48,3022014-01-17
1GILDAN ACTIVEWEAR INC GIL, 650 sh.$35,4062014-01-17
1THE HERSHEY COMPANY HSY, 500 sh.$49,4982014-01-17
1VISA INC V, 232 sh.$52,6992014-01-17

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$5,000$5,000
Bank Charges$25$25
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$1,114RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$3,200Amt

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