PETERSON CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PETERSON CHARITABLE FOUNDATION (EIN 52-2255789)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-12
IRS object ID
201411329349100631
Schema version
2013v3.0
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)
Return2014-05-12T12:16:04-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330885895PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDSAY & BROWNELL LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522255789EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETERSON CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPETEBusinessNameControlTxt
Phone8585512338PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17979 IVANHOE AVENUE SUITE 520AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code920377127ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL PETERSONPersonNm
Person TitleSECRETARY/CFOPersonTitleTxt
Phone8585512338PhoneNum
Signature2014-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK W LINDSAYPreparerPersonNm
PTINP00236185PTIN
Phone8585589200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$113,064FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$182,628ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$187DividendsRevAndExpnssAmt
Dividends Net Invst Incm$187DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$182,827TotalRevAndExpnssAmt
Total Net Invst Incm$199TotalNetInvstIncmAmt
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$78OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,680TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$169,531ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$169,531ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,223TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$171,211TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,604ExcessRevenueOverExpensesAmt
Net Investment Income$191NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$71,771CashBOYAmt
Cash EOY$83,744CashEOYAmt
Cash EOYFMV$83,744CashEOYFMVAmt
Corporate Bonds BOY$29,014CorporateBondsBOYAmt
Corporate Bonds EOY$29,200CorporateBondsEOYAmt
Corporate Bonds EOYFMV$29,320CorporateBondsEOYFMVAmt
Other Assets BOY$555OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$101,340TotalAssetsBOYAmt
Total Assets EOY$112,944TotalAssetsEOYAmt
Total Assets EOYFMV$113,064TotalAssetsEOYFMVAmt
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$101,340RetainedEarningBOYAmt
Retained Earning EOY$112,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$101,340TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$112,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,340TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$112,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,340TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,604ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$112,944SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$112,944TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$228,142AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$103,619NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.201739DistributionYr1Rt
Adjusted Qlfy Distri Yr2$178,971AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$82,967NetVlNoncharitableAssetsYr2Amt
Distribution Yr22.157135DistributionYr2Rt
Adjusted Qlfy Distri Yr3$118,974AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$93,700NetVlNoncharitableAssetsYr3Amt
Distribution Yr31.269733DistributionYr3Rt
Adjusted Qlfy Distri Yr4$158,929AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$67,169NetVlNoncharitableAssetsYr4Amt
Distribution Yr42.366106DistributionYr4Rt
Adjusted Qlfy Distri Yr5$114,503AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$65,631NetVlNoncharitableAssetsYr5Amt
Distribution Yr51.744648DistributionYr5Rt
Total Distribution9.739361TotalDistributionRt
Average Distribution1.947872AverageDistributionRt
Net Vl Noncharitable Assets$105,466NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$205,434AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$205,436AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$171,211QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$4TaxDueAmt

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 Line17979 IVANHOE AVENUE 520AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL A PETERSON
7979 IVANHOE AVENUE SUITE 520LA JOLLACA92037PRESIDENT0.25$0$0$0
ANDREW G PETERSON
7979 IVANHOE AVENUE SUITE 520LA JOLLACA92037VICE PRESIDENT0.25$0$0$0
JAMES F PETERSON
7979 IVANHOE AVENUE SUITE 520LA JOLLACA92037VICE PRESIDENT0.25$0$0$0
MATTHEW A PETERSON
7979 IVANHOE AVENUE SUITE 520LA JOLLACA92037VICE PRESIDENT0.25$0$0$0
DANIEL C PETERSON
7979 IVANHOE AVENUE SUITE 520LA 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$29,314AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,758AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$107,072TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$107,072AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$105,466NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,273MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,273MinimumInvestmentReturnAmt
Tax Based On Investment Income$4TaxBasedOnInvestmentIncomeAmt
Total Tax$4TotalTaxAmt
Distributable Before Adj$5,269DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,269DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,269DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$171,211ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$171,211QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$171,211AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,269DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$111,221ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$155,603ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$114,293ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$174,865ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$222,969ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$778,951TotalExcessDistributionCyovAmt
Qualifying Distributions$171,211QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,269AppliedToCurrentYearAmt
Remaining Distri From Corpus$165,942RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$944,893TotalCorpusAmt
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$111,221ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$833,672ExcessDistriCyovToNextYrAmt
Excess From Year4$155,603ExcessFromYear4Amt
Excess From Year3$114,293ExcessFromYear3Amt
Excess From Year2$174,865ExcessFromYear2Amt
Excess From Year1$222,969ExcessFromYear1Amt
Excess From Current Year$165,942ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LEGION POST 432
PO BOX 697CAMBRIACA93428NONEPUBLICGENERAL FUND$3,500
AMPSURF
PO BOX 1034PISMO BEACHCA93448NONEPUBLICGENERAL FUND$2,000
CHANCELLOR'S ASSOCIATES
9500 GILMAN DRIVELA JOLLACA92093NONEPUBLICGENERAL FUND$1,500
CHILDREN'S ADVOCACY INSTITUTE
5998 ALCALA PARKSAN DIEGOCA92110NONEPUBLICADVOCATING INTEREST OF CHILDREN$10,000
DOCTOR'S WITHOUT BORDERS
333 7TH AVENEW YORKNY10001NONEPUBLICGENERAL FUND$1,000
FREE WHEELCHAIR MISSION
PO BOX 52001PHOENIXAZ85072NONEPUBLICGENERAL FUND$5,111
HESPERIA HALL SCHOLARSHIP FUND
51602 HESPERIA ROADBRADLEYCA93426NONEPUBLICGENERAL FUND$1,500
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242NONEPUBLICGENERAL FUND$4,847
IFTIN CHARTER SCHOOL
5465 EL CAJON BLVDSAN DIEGOCA92115NONEPUBLICGENERAL FUND$10,000
KPBS
5200 CAMPANILE DRSAN DIEGOCA92182NONEPUBLICGENERAL FUND$300
LA JOLLA COMMUNITY CHURCH
10950 N TORREY PINES RDLA JOLLACA92037NONEPUBLICSUNRISE SERVICE$6,777
LA JOLLA HISTORICAL SOCIETY
7846 EADS AVELA JOLLACA92037NONEPUBLICGENERAL FUND$275
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605NONEPUBLICGENERAL FUND$100
MECHANICAL MUSIC LIBRARY
PO BOX 1007DARIENCT06820NONEPUBLICGENERAL FUND$1,000
MISSION SAN JUAN CAPISTRANO
26801 ORTEGA HWYSAN JUAN CAPISTRANOCA92675NONEPUBLICGENERAL FUND$100
MUSEUM OF PHOTOGRAPHIC ARTS
1649 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$10
OPERATION SMILE
6435 TIDEWATER DRIVENORFOLKVA23509NONEPUBLICGENERAL FUND$4,848
POLINSKY CHILDREN CENTER
9400 RUFFIN CTSAN DIEGOCA92123NONEPUBLICGENERAL FUND$1,000
RADY'S CHILDREN'S HOSPITAL
3020 CHILDRENS WAYSAN DIEGOCA92123NONEPUBLICGENERAL FUND$15,000
RED CROSS
3950 FORTUNDASAN DIEGOCA92123NONEPUBLICGENERAL FUND$1,000
REUBEN H FLEET SCIENCE CENTER
1875 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$1,000
SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121NONEPUBLICGENERAL FUND$1,000
SAN DIEGO FOUNDATION
2508 HISTORIC DECATUR RD STE 200SAN DIEGOCA92106NONEPUBLICGENERAL FUND$5,000
SAN DIEGO HOSPICE
4311 THIRD AVENUESAN DIEGOCA92103NONEPUBLICMEMORIAL DAY MAILING$1,888
SAN DIEGO MUSEUM OF ART
1450 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO NATURAL HISTORY MUSEUM
1788 EL PRADOSAN DIEGOCA92101NONEPUBLICGENERAL FUND$175
SAN DIEGO YOUTH SERVICES
3255 WING STSAN DIEGOCA92110NONEPUBLICGENERAL FUND$10,000
SAN DIEGO ZOOLOGICAL SOCIETY
2920 ZOO DRIVESAN DIEGOCA92112NONEPUBLICGENERAL FUND$175
SANTA FE CHRISTIAN SCHOOL
845 SANTA FE DRENCINITASCA92024NONEPUBLICGENERAL FUND$5,000
SEA SHEPHERD CONSERVATION SOCIETY
PO BOX 2616FRIDAY HARBORWA98250NONEPUBLICGENERAL FUND$1,500
ST VINCENT DE PAUL
3350 E STSAN DIEGOCA92102NONEPUBLICGENERAL FUND$1,000
THE SALVATION ARMY
2320 FIFTH AVENUESAN DIEGOCA92101NONEPUBLICSCHOLARSHIP PROGRAMS$1,000
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVELA JOLLACA92093NONEPUBLICGENERAL FUND$68,500
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVELA JOLLACA92093NONEPUBLICSTUDENT AFFAIRS$2,000
UNITED WAY
4699 MURPHY CANYON RDSAN DIEGOCA92123NONEPUBLICGENERAL FUND$1,000
USO
303 A ST 100SAN DIEGOCA92101NONEPUBLICGENERAL FUND$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$169,531TotalGrantOrContriPdDurYrAmt
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$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$187ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$199ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$199TotalIncomeProducingActyAmt

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 LLCBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17979 IVANHOE AVE STE 520AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode
FieldValueIRS element (for citing)
Total Contributions$182,628TotalContributionsAmt
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$29,200EOYBookValueAmt
EOYFMV$29,320EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOVERPAYMENT RECEIVABLEDesc
BOY Book Value$555BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$8$8$0
SECRETARY OF STATE$20$0$20
SECRETARY OF STATE - PENALTY$50$0$50

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PETERSON BROTHERS LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line17979 IVANHOE AVE STE 520AddressLine1
CityLA JOLLACity
StateCAState
ZIP Code92037ZIPCode

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

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.