BETA

GRETLER FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GRETLER FOUNDATION (EIN 77-0529605)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-06
IRS object ID
201421579349100002
Schema version
2013v3.1
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)
Return2014-06-06T08:05:51-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hilliard ONeill & CompanyBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line133 West Mission Street Suite 206AddressLine1
CitySanta BarbaraCity
StateCAState
ZIP Code931012455ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770529605EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRETLER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGRETBusinessNameControlTxt
Phone8059638611PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1134 MIRAMAR AVENUEAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code93108ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL A GRAZIANOPersonNm
Person TitleSecretaryPersonTitleTxt
Signature2014-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARLA N O'NEILLPreparerPersonNm
PTINP00188020PTIN
Phone8056871543PhoneNum
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$638,141FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$12,913DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,913DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,913DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$6,681NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$34,202GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,681CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$119,594TotalRevAndExpnssAmt
Total Net Invst Incm$19,594TotalNetInvstIncmAmt
Total Adj Net Incm$12,913TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$7,100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,100LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,444AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,444AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$8,389OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,389OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$89TaxesRevAndExpnssAmt
Taxes Net Invst Incm$89TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,052TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,052TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,052TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,052TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$102,542ExcessRevenueOverExpensesAmt
Net Investment Income$2,542NetInvestmentIncomeAmt
Adjusted Net Income$12,913AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$119,178SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$137,590SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$137,590SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$306,696CorporateStockBOYAmt
Corporate Stock EOY$390,825CorporateStockEOYAmt
Corporate Stock EOYFMV$500,551CorporateStockEOYFMVAmt
Other Assets EOY$1OtherAssetsEOYAmt
Total Assets BOY$425,874TotalAssetsBOYAmt
Total Assets EOY$528,416TotalAssetsEOYAmt
Total Assets EOYFMV$638,141TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$425,874CapitalStockBOYAmt
Capital Stock EOY$528,416CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$425,874TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$528,416TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$425,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$528,416TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$425,874TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$102,542ExcessRevenueOverExpensesAmt
Subtotal$528,416SubtotalAmt
Tot Net Ast Or Fund Balances EOY$528,416TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51InvestmentIncomeExciseTaxAmt
Subtotal$51SubtotalAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$51AppliedToEsTaxAmt
Total Payments And Credits$51TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CARLA ONEILLBusinessNameLine1
FieldValueIRS element (for citing)
Phone8056871543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 WEST MISSION SUITE 206AddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code93101ZIPCode
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MYRON C GRETLER
134 MIRAMAR AVESANTA BARBARACA93108President1.00$0
PAUL A GRAZIANO
317 EAST CARRILLO STREETSANTA BARBARACA93101Secretary0.00$0
CARLA O'NEILL
33 WEST MISSION SUITE 206SANTA BARBARACA93101CFO0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$434,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$139,861AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$573,897TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$573,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$565,289NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,264MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,264MinimumInvestmentReturnAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Total Tax$51TotalTaxAmt
Distributable Before Adj$28,213DistributableBeforeAdjAmt
Distributable Before Ded$28,213DistributableBeforeDedAmt
Distributable As Adjusted$28,213DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,213DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$19,838ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$19,838TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$19,838ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$19,838ExcessDistributionCyovAppCYAmt
Undistributed Income CY$8,375UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMYRON C GRETLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$12,913RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,681RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,594RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,594TotalIncomeProducingActyAmt

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 PersonMYRON C GRETLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1134 MIRAMAR AVEAddressLine1
CitySANTA BARBARACity
StateCAState
ZIP Code93108ZIPCode
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,444Amt
Net Investment Income$1,444NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MEDTRONIC INC$23,095$28,695
EMC CORP$38,175$62,875
BANK OF NY MELLON FINANCIAL$24,759$26,205
WILLIAMS COS$21,560$37,027
PFIZER INC$29,272$36,756
AT&T CORP$19,819$26,370
GENERAL ELECTRIC$15,209$28,030
VODAFONE$29,905$39,310
DOW CHEMICAL$19,657$22,200
SEADRILL LTD$18,417$20,540
EL PASO PIPELINE PARTNERS$34,499$36,000
CSX CORPORATION$18,973$21,146
CVS CAREMARK$17,870$21,471
ECOLAB INC$19,028$22,418
GOOGLE INC$18,133$22,414
MONDELEZ INTL INC$18,914$21,180
WALT DISNEY CO$18,734$21,392
WPX ENERGY$4,806$6,522

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$7,100LegalFeesAmt
Net Investment Income$7,100NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$1EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFOREIGN FEEDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEECategoryTxt
Amt$8,389Amt
Net Investment Income$8,389NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$89Amt
Net Investment Income$89NetInvestmentIncomeAmt

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