PETRA FOUNDATION CHARITABLE TRUST: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PETRA FOUNDATION CHARITABLE TRUST (EIN 04-6603552)
- Tax period
- 2012-04-01 to 2013-03-31
- Filed
- 2014-02-18
- IRS object ID
- 201440499349200419
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-02-18T09:31:56-08:00 | Timestamp |
| Tax Period End Date | 2013-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST II & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 PALMER ROAD | AddressLine1 |
| City | YONKERS | City |
| State | NY | State |
| ZIP Code | 107015817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046603552 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETRA FOUNDATION CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETR | NameControl |
| Phone | 2126656673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOUTH OXFORD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11277 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN TEMPLETON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2126656673 | Phone |
| Date Signed | 2014-02-18 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES F WEST II | Name |
| Phone | 9149680053 | Phone |
| Date Prepared | 2014-02-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.PETRAFOUNDATION.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 157482 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 90986 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 0 | ProgramServiceRevenue |
| Membership Dues | 0 | MembershipDues |
| Investment Income | 3121 | InvestmentIncome |
| Cost Other Basis And Sales Expenses | 0 | CostOtherBasisAndSalesExpenses |
| Gain Or Loss From Sale Of Assets | 0 | GainOrLossFromSaleOfAssets |
| Gaming Gross Income | 0 | GamingGrossIncome |
| Fundraising Gross Income | 0 | FundraisingGrossIncome |
| Special Events Direct Expenses | 0 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
| Gro Profit Loss Sales Of Inventory | 0 | GroProfitLossSalesOfInventory |
| Other Revenue Total | 63375 | OtherRevenueTotal |
| Total Revenue | 157482 | TotalRevenue |
| Grants And Similar Amounts Paid | 22500 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 65220 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 23424 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 2003 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 4100 | PrintingPublicationsPostage |
| Other Expenses Total | 70205 | OtherExpensesTotal |
| Total Expenses | 187452 | TotalExpenses |
| Excess Or Deficit For Year | -29970 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 140480 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 8396 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 118906 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135141 | BOY |
| EOY | 108373 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1309 | BOY |
| EOY | 926 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4180 | BOY |
| EOY | 9607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140630 | BOY |
| EOY | 118906 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150 | BOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140480 | BOY |
| EOY | 118906 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | SEE ATTACHED | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service 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. | DescriptionProgramServiceAccom |
| Grants And Allocations | 22500 | GrantsAndAllocations |
| Program Service Expenses | 143052 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 143052 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|
| RICHARD J BALZER | ||
| CHAIRMAN | 1.00 | 0 |
| ANN BEAUDRY | ||
| DIRECTOR | 1.00 | 0 |
| DREW DAYS III | ||
| DIRECTOR | 1.00 | 0 |
| NANCY GERTNER | ||
| DIRECTOR | 1.00 | 0 |
| JEFF PYLE | ||
| TREASURER | 1.00 | 0 |
| KAY J KOHL | ||
| DIRECTOR | 1.00 | 0 |
| CANTWELL F MUCKENFUSS III | ||
| DIRECTOR | 1.00 | 0 |
| JOHN SHATTUCK | ||
| DIRECTOR | 1.00 | 0 |
| PETER SHATTUCK | ||
| DIRECTOR | 1.00 | 0 |
| GINA B WOMACK | ||
| DIRECTOR | 1.00 | 0 |
| AARON ZIMMERMAN | ||
| DIRECTOR | 1.00 | 0 |
| MEG FIDLER | ||
| FORMER EXECUTIVE DIRECTOR | 40.00 | 72500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBIN TEMPLETON | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 SOUTH OXFORD STREET SUITE 575 | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11277 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2126656673 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | false | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 193516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167157 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90986 | CurrentTaxYear |
| Total | 762861 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 193516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185861 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 125341 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167157 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90986 | CurrentTaxYear |
| Total | 762861 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 762861 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3121 | CurrentTaxYear |
| Total | 11724 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3664 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3121 | CurrentTaxYear |
| Total | 11724 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24449 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18850 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66260 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63375 | CurrentTaxYear |
| Total | 192890 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 967475 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.78850 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.82350 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01210 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| Facts And Circumstances Test | OTHER INCOME PART III, LINE 12; DESCRIPTION: NETWORK DINNER TICKET SALES; 2008: 24449.; 2009: 18850.; 2010: 19956.; 2011: 66260.; 2012: 63375.; | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990EZ, Part I, Line 8 | NETWORK DINNER TICKET SALES 63375. |
| Form 990EZ, Part I, Line 10 | AWARD LEADERSHIP AWARD ANA GUARJARDO CARRILLO N/A 7500. AWARD LEADERSHIP AWARD SHELDON SMITH N/A 7500. AWARD LEADERSHIP AWARD VICTORIA SAMMARTINO N/A 7500. |
| Form 990EZ, Part I, Line 16 | DEPRECIATION 383. TRAVEL FOR CONFERENCE 27851. MEALS AND CATERING FOR CONFERENCE 32279. SUPPLIES AND OFFICE EXPENSES 3773. BANK, CREDIT CARD AND OTHER FEES 673. PAYROLL PROCESSING FEES 1027. MARKETING, WEBSITE AND SOCIAL MEDIA 4017. MISCELLANEOUS 202. |
| Form 990EZ, Part I, Line 20 | UNREALIZED GAIN ON INVESTMENTS 8396. |
| Form 990EZ, Part II, Line 24 | ACCRUED DIVIDENDS RECEIVABLE 180. 207. PREPAID EXPENSES 4000. 9400. |
| Form 990EZ, Part II, Line 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 150. 0. |