HUGH E & MARJORIE S PETERSEN FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HUGH E & MARJORIE S PETERSEN FOUNDATION INC (EIN 20-3757530)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201423219349101952
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)
Return2014-11-17T14:39:50-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203757530EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hugh E & Marjorie S Petersen Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% FOUNDATION SOURCEInCareOfNm
Business Name ControlHUGHBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
Address Line2Suite 123AddressLine2
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLynne TahmisianPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2014-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$7,438FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,101ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,275NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$348,825GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$227,600CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$348,840TotalRevAndExpnssAmt
Total Net Invst Incm$227,614TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,147OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,147OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,147TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,147TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$392,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$392,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$400,147TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$397,147TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,307ExcessRevenueOverExpensesAmt
Net Investment Income$227,614NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$58,737SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,430SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,430SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8CorporateStockBOYAmt
Corporate Stock EOY$8CorporateStockEOYAmt
Corporate Stock EOYFMV$8CorporateStockEOYFMVAmt
Total Assets BOY$58,745TotalAssetsBOYAmt
Total Assets EOY$7,438TotalAssetsEOYAmt
Total Assets EOYFMV$7,438TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$58,745RetainedEarningBOYAmt
Retained Earning EOY$7,438RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$58,745TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$58,745TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$58,745TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,307ExcessRevenueOverExpensesAmt
Subtotal$7,438SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,438TotNetAstOrFundBalancesEOYAmt

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$348,825GrossSalesPriceAmt
Cost Or Other Basis$121,225CostOrOtherBasisAmt
Gain Or Loss$227,600GainOrLossAmt
Gains Minus Excess Or Losses$227,600GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$227,600CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$413,820AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$211,214NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.959245DistributionYr1Rt
Adjusted Qlfy Distri Yr2$445,504AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$247,862NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.797387DistributionYr2Rt
Adjusted Qlfy Distri Yr3$447,657AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$640,419NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.699006DistributionYr3Rt
Adjusted Qlfy Distri Yr4$188,972AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,012,883NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.186568DistributionYr4Rt
Adjusted Qlfy Distri Yr5$292,646AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,127,659NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.259516DistributionYr5Rt
Total Distribution4.901722TotalDistributionRt
Average Distribution0.980344AverageDistributionRt
Net Vl Noncharitable Assets$135,425NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$132,763AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,276NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$135,039AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$397,147QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,276InvestmentIncomeExciseTaxAmt
Subtotal$2,276SubtotalAmt
Tax Based On Investment Income$2,276TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$824OverpaymentAmt
Applied To ES Tax$824AppliedToESTaxAmt

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 BylawsYes (true)ChangesToArticlesOrBylawsInd
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 SOURCEBusinessNameLine1
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ruth Kovacs
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir / Sec1.0$0$0$0
Sharon Peck
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0
Lynne Tahmisian
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$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$8AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,479AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$137,487TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$137,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,062CashDeemedCharitableAmt
Net Vl Noncharitable Assets$135,425NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,771MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,276TaxBasedOnInvestmentIncomeAmt
Total Tax$2,276TotalTaxAmt
Distributable Before Adj$4,495DistributableBeforeAdjAmt
Distributable Before Ded$4,495DistributableBeforeDedAmt
Distributable As Adjusted$4,495DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$397,147ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$397,147QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,276PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$394,871AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,495DistributableAsAdjustedAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr5$238,163ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$138,492ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$415,772ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$438,767ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$403,269ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,634,463TotalExcessDistributionCyovAmt
Qualifying Distributions$397,147QualifyingDistributionsAmt
Applied To Current Year$4,495AppliedToCurrentYearAmt
Remaining Distri From Corpus$392,652RemainingDistriFromCorpusAmt
Total Corpus$2,027,115TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$238,163ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,788,952ExcessDistriCyovToNextYrAmt
Excess From Year4$138,492ExcessFromYear4Amt
Excess From Year3$415,772ExcessFromYear3Amt
Excess From Year2$438,767ExcessFromYear2Amt
Excess From Year1$403,269ExcessFromYear1Amt
Excess From Current Year$392,652ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMPUS CRUSADE FOR CHRIST INTERNATIONAL
100 LAKE HART DRORLANDOFL32832N/APCDidier and Donna Heslon Project$5,000
CANCER SUPPort COMMUNITY VALLEY-VENTURA-SANTA BARb
530 HAMPSHIRE RDWESTLAKE VLGCA91361N/APCGeneral & Unrestricted$25,000
CENTRO HISPANO DE ESTUDIOS TEOLOGICOS
6113 CLARA STBELL GARDENSCA90201N/APCCHET's Mortgage Cancellation Campaign$6,500
CHRYSALIS MINISTRIES INC
311 W AVENIDA GAVIOTASAN CLEMENTECA92672N/APCGeneral & Unrestricted$2,000
EVANGELICAL COVENANT CHURCH
8303 W HIGGINS RDCHICAGOIL60631N/APCLycee Vanette School for Girls, Congo Division$25,000
GRACE COMMUNITY CHURCH
13248 ROSCOE BLVDSUN VALLEYCA91352N/APCGMI Division$5,000
HOPE AND HOME
4945 N 30TH STCOLORADO SPRINGSCO80919N/APCGeneral & Unrestricted$1,000
INTERVARSITY CHRISTIAN FELLOWSHIP- USA
6400 SCHROEDER RDMADISONWI53711N/APCCharles Barker Graduate and Faculty Ministry$6,000
JODI HOUSE INC
625 CHAPALA STSANTA BARBARACA93101N/APCGeneral & Unrestricted$1,000
LANGHAM PARTNERSHIP USA INC NFP
580A VALLEY WAYMILPITASCA95035N/APCSouth Asia Bible Commentary$25,000
LANGHAM PARTNERSHIP USA INC NFP
580A VALLEY WAYMILPITASCA95035N/APC2013 Radical Disciple Fund$45,000
MONTECITO COVENANT CHURCH SANTA BARBARA CA
671 COLD SPRINGS RDSANTA BARBARACA93108N/APCGeneral & Unrestricted$30,000
OPPORTUNITY INTERNATIONAL INC
2122 YORK RD STE 150OAK BROOKIL60523N/APCThe Philippines - Cents for Life Project$42,000
PALM MISSIONARY MINISTRIES INC
PO BOX 1971MELROSEFL32666N/APCDan Swanson's Missionary Fund$12,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANSDOWNEVA20176N/APCGeneral & Unrestricted$2,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANSDOWNEVA20176N/APCAngel Tree Project$2,000
PROVIDENCE HALL
1216 STATE ST 4TH FLSANTA BARBARACA93101N/APCGeneral & Unrestricted$15,000
SAMARITANS PURSE
PO BOX 3000BOONENC28607N/APCGeneral & Unrestricted$1,000
SANTA BARBARA RESCUE MISSION
535 E YANONALI STSANTA BARBARACA93103N/APCGeneral & Unrestricted$30,000
THE CAMPUS FOR HUMAN DEVELOPMENT
PO BOX 25309NASHVILLETN37202N/APCMark Harmon Initiative$5,000
WHEATON COLLEGE
501 COLLEGE AVEWHEATONIL60187N/APCWheaton Associates$5,000
WORLD VISION INTERNATIONAL
800 W CHESTNUT AVEMONROVIACA91016N/APCERE Project$25,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL32862N/APCWaller Tab Project$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCAF56 Division$25,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCGold Coast, CA Division$5,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCSanta Barbara, CA 2013 Banquet Fund$2,500
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCSanta Barbara, CA Division$18,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCThe Jaime Lisea Fund$6,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCAsia Pacific Program$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901N/APCCapernaum Ministry / Pam Harmon Program$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$392,000TotalGrantOrContriPdDurYrAmt

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$14ExclusionAmt
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-$1,275ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$1,261ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,261TotalIncomeProducingActyAmt

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 243AddressLine1
CitySanta BarbaraCity
StateCAState
ZIP Code93101ZIPCode
FieldValueIRS element (for citing)
Total Contributions$350,101TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1GILEAD SCIENCES INC GILD, 650 sh.$45,7572013-12-17
1AMAZON COM AMZN, 200 sh.$53,7442013-03-04
1CHEVRON CORP CVX, 500 sh.$58,4732013-03-04
1EXXON MOBIL CORP XOM, 900 sh.$79,9702013-03-04
1INTUITIVE SURGICAL, INC. ISRG, 90 sh.$48,7402013-03-04
1VISA INC V, 400 sh.$63,4182013-03-04

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPIMCO FUNDS SHORT TERM CLASS AStockNm
EOY Book Value$8EOYBookValueAmt
EOYFMV$8EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,122$5,122
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2013CategoryTxt
Amt$3,000Amt

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