PASADENA EDUCATIONAL FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: PASADENA EDUCATIONAL FOUNDATION (EIN 23-7149451)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-09
IRS object ID: 201441299349302079
Schema version: 2012v2.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-09T21:44:09-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	954656881	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	QUIGLEY & MIRON CPA'S	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3550 WILSHIRE BOULEVARD-SUITE 1660	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	900102481	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237149451	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PASADENA EDUCATIONAL FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	PASA	NameControl
Phone	6263963625	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	351 SOUTH HUDSON AVENUE NO 153	AddressLine1
City	PASADENA	City
State	CA	State
ZIP Code	91101	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	PATRICK CONYERS	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	6263963625	Phone
Date Signed	2014-05-09	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JOHN BOVARD MIRON	Name
PTIN	P01358141	PTIN
Phone	2136393550	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	PATRICK CONYERS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	351 SOUTH HUDSON AVENUE NO 153	AddressLine1
City	PASADENA	City
State	CA	State
ZIP Code	91101	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	9684905	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	HTTP://WWW.PASEDFOUNDATION.ORG/	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1971	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	29	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	29	NbrIndependentVotingMembers
Total Nbr Employees	151	TotalNbrEmployees
Total Nbr Volunteers	120	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	4471922	ContributionsGrantsPriorYear
Contributions Grants Current Year	5646959	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	468510	ProgramServiceRevenuePriorYear
Program Service Revenue CY	587422	ProgramServiceRevenueCY
Investment Income Prior Year	351980	InvestmentIncomePriorYear
Investment Income Current Year	985619	InvestmentIncomeCurrentYear
Other Revenue Prior Year	0	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	5292412	TotalRevenuePriorYear
Total Revenue Current Year	7220000	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	3201572	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	3256984	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1567811	SalariesEtcPriorYear
Salaries Etc Current Year	1642399	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	18600	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	295431	TotalFundrsngExpCurrentYear
Other Expense Prior Year	174807	OtherExpensePriorYear
Other Expenses Current Year	99447	OtherExpensesCurrentYear
Total Expenses Prior Year	4944190	TotalExpensesPriorYear
Total Expenses Current Year	5017430	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	348222	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2202570	RevenuesLessExpensesCY
Total Assets BOY	6038219	TotalAssetsBOY
Total Assets EOY	7295583	TotalAssetsEOY
Total Liabilities BOY	1388526	TotalLiabilitiesBOY
Total Liabilities EOY	1362678	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	4649693	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	5932905	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE PASADENA EDUCATIONAL FOUNDATION'S MISSION IS TO SUPPORT, ENHANCE, AND SUPPLEMENT THE PROGRAMS, INITIATIVES, AND PRIORITIES OF THE PASADENA UNIFIED SCHOOL DISTRICT.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	3879959	Expense
Grants	3182483	Grants
Revenue	108972	Revenue
Description	PASADENA EDUCATIONAL FOUNDATION (PEF) IS A NON-PROFIT COMMUNITY-BASED ORGANIZATION WHICH JOINS THE PUBLIC AND PRIVATE SECTORS IN A PARTNERSHIP TO (1) DEVELOP SUPPLEMENTARY FINANCIAL SUPPORT FOR PASADENA UNIFIED SCHOOL DISTRICT (PUSD) PROGRAMS, (2) ENCOURAGE DEDICATED TEACHERS BY FUNDING CREATIVE PROJECTS AND (3) PROMOTE COMMUNITY-WIDE CONFIDENCE IN THE PUSD AND ITS SCHOOLS. SEE SCHEDULE I FOR A LISTING OF THIS FISCAL YEAR'S PROGRAM SERVICE GRANTS AND OTHER ASSISTANCE.IN ADDITION TO CONTRIBUTIONS DIRECTLY RECEIVED BY THE PEF FROM PRIVATE AND PUBLIC SECTORS, THE PEF, IN COORDINATION WITH THE PUSD, SOLICITS CONTRIBUTIONS THAT GO DIRECTLY FROM THE DONOR TO THE PUSD. SUCH CONTRIBUTIONS, AMOUNTING TO APPROXIMATELY $5,235,975 FOR THE CURRENT FISCAL YEAR, ARE NOT RECORDED IN THE PEF'S FINANCIAL STATEMENTS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	691394	Expense
Grants	74501	Grants
Revenue	478450	Revenue
Description	PEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. RECENTLY, THE PROGRAM WAS HELD ON THE HAMILTON, NORMA COOMBS, FRANKLIN AND MARSHALL CAMPUSES DURING THE SUMMER OF 2012. IT SERVED OVER 1,100 ELEMENTARY, JUNIOR HIGH AND HIGH SCHOOL STUDENTS. OVER 70 DIFFERENT ENRICHMENT CLASSES INCLUDING DRAMA, ART, MATH, CREATIVE WRITING, CHESS, GOLF, ROBOTICS, SPANISH IMMERSION, MANDARIN IMMERSION AND MANY MORE WERE OFFERED ON THE CAMPUSES. TUITION IS REASONABLE AND SCHOLARSHIPS ARE AWARDED ON AN AS NEEDED BASIS.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	4571353	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	1	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	0	ReportOtherLiabilities
Report Fin48 Footnote	1	ReportFin48Footnote
Independent Audit Financial Stmt	1	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	1	ProfessionalFundraising
Fundraising Activities	1	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	1	GrantsToOrganizations
Grants To Individuals	1	GrantsToIndividuals
Schedule J Required	0	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Excess Benefit Transaction	0	ExcessBenefitTransaction
Prior Excess Benefit Transaction	0	PriorExcessBenefitTransaction
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	0	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	73	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	151	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Quid Pro Quo Contributions	1	QuidProQuoContributions
Quid Pro Quo Disclosure	1	QuidProQuoDisclosure
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOf
Funds To Pay Premiums	0	FundsToPayPremiums
Premiums Paid	0	PremiumsPaid
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	29	NbrVotingGoverningBodyMembers
Number Independent Voting Members	29	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	0	MembersOrStockholders
Election Of Board Members	0	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	0	LocalChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	1	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	1	RegularMonitoringEnforcement
Whistleblower Policy	1	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	1	CompensationProcessCEO
Compensation Process Other	1	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	PATRICK J CONYERS	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6263963625	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	351 SOUTH HUDSON AVENUE NO 153	AddressLine1
City	PASADENA	City
State	CA	State
ZIP Code	91101	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
ALMA M STOKES
BOARD MEMBER	2.00	X	0	0	0
ANETT HILL
BOARD MEMBER	2.00	X	0	0	0
ANGELITA MONT O'BRIEN
BOARD MEMBER	2.00	X	0	0	0
D BARTON DOYLE
BOARD MEMBER	2.00	X	0	0	0
DAWN CARSON O'KEEFFE
BOARD MEMBER	2.00	X	0	0	0
DENISE NELSON NASH
BOARD MEMBER	2.00	X	0	0	0
DIANE RANKIN
BOARD MEMBER	2.00	X	0	0	0
GEORGE A BRUMDER
VICE PRESIDENT	8.00	X	0	0	0	X
JENNIFER MCCREIGHT
BOARD MEMBER	2.00	X	0	0	0
JOAN E PALMER
SECRETARY	8.00	X	0	0	0	X
JONATHAN S FUHRMAN
TREASURER	2.00	X	0	0	0	X
KATHY J ONOYE
BOARD MEMBER	2.00	X	0	0	0
LAURA ZERONIAN
BOARD MEMBER	2.00	X	0	0	0
MARGUERITE ANN SNOW
BOARD MEMBER	2.00	X	0	0	0
MARIA KHADER-KARP
BOARD MEMBER	2.00	X	0	0	0
MAUREEN CARLSON
PAST PRESIDENT	2.00	X	0	0	0
MERCEDESE HERVEY
BOARD MEMBER	2.00	X	0	0	0
PETER DREIER
BOARD MEMBER	2.00	X	0	0	0
REY M RODRIGUEZ
BOARD MEMBER	2.00	X	0	0	0
SCOTT W VAN DELLEN
VICE PRESIDENT	2.00	X	0	0	0	X
TAMERLIN J GODLEY
VICE PRESIDENT	2.00	X	0	0	0	X
WILLIAM B CREIM
VICE PRESIDENT	2.00	X	0	0	0	X
WILLIAM E THOMSON JR
PRESIDENT	8.00	X	0	0	0	X
WILLIAM J BOGAARD
BOARD MEMBER	2.00	X	0	0	0
REBECCA M ARAGON
BOARD MEMBER	2.00	X	0	0	0
JACQUELINE JACOBS
BOARD MEMBER	2.00	X	0	0	0
MARIBEL MEDINA
BOARD MEMBER	2.00	X	0	0	0
JAMES PATTERSON
BOARD MEMBER	2.00	X	0	0	0
ERIC WALSH
BOARD MEMBER	2.00	X	0	0	0
JON R GUNDRY
PUSD LIAISON (NON-VOTING)	2.00	X	0	0	0
SCOTT PHELPS
PUSD LIAISON (NON-VOTING)	2.00	X	0	0	0
ELIZABETH POMEROY
PUSD LIAISON (NON-VOTING)	2.00	X	0	0	0
PATRICK J CONYERS
EXECUTIVE DIRECTOR	40.00		110000	0	10304	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	110000	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	10304	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	0	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	81794	FundraisingEvents
Government Grants	5000	GovernmentGrants
All Other Contributions	5560165	AllOtherContributions
Noncash Contributions	2139892	NoncashContributions
Total Contributions	5646959	TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
SUMMER SCHOOL INCOME	611710	478450	478450
SERVICE FEE INCOME	611710	108972	108972

Field	Value	IRS element (for citing)
Total Program Service Revenue	587422	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	13783	TotalRevenueColumn
Exclusion	$13,783	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	3404160	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	2432324	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	971836	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	971836	TotalRevenueColumn
Exclusion	$971,836	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	32581	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	81794	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	32581	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	7220000	TotalRevenueColumn
Related Or Exempt Function Income	587422	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$985,619	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	3100631	Total
Program Services	3100631	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	156353	Total
Program Services	156353	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	120928	Total
Program Services	98914	ProgramServices
Management And General	5305	ManagementAndGeneral
Fundraising	16709	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	1264034	Total
Program Services	1006395	ProgramServices
Management And General	60000	ManagementAndGeneral
Fundraising	197639	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	26026	Total
Program Services	21676	ProgramServices
Management And General	1017	ManagementAndGeneral
Fundraising	3333	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	77646	Total
Program Services	64691	ProgramServices
Management And General	3008	ManagementAndGeneral
Fundraising	9947	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	153765	Total
Program Services	122693	ProgramServices
Management And General	7254	ManagementAndGeneral
Fundraising	23818	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	12073	Total
Management And General	12073	ManagementAndGeneral

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	18600	Total
Fundraising	18600	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	5951	Total
Management And General	5951	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	5916	Total
Management And General	3168	ManagementAndGeneral
Fundraising	2748	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	22075	Total
Management And General	7822	ManagementAndGeneral
Fundraising	14253	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	45454	Total
Management And General	37070	ManagementAndGeneral
Fundraising	8384	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	7978	Total
Management And General	7978	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	5017430	Total
Program Services	4571353	ProgramServices
Management And General	150646	ManagementAndGeneral
Fundraising	295431	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	1122111	BOY
EOY	1582751	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1388886	BOY
EOY	3722628	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	646331	BOY
EOY	120919	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	38717	BOY
EOY	54689	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	24299	BOY
EOY	23837	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	9880	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	9880	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	699076	BOY
EOY	957321	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	2118799	BOY
EOY	833438	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	6038219	BOY
EOY	7295583	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	1162375	BOY
EOY	1119312	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	226151	BOY
EOY	243366	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1388526	BOY
EOY	1362678	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	25791	BOY
EOY	193234	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	4346026	BOY
EOY	5460845	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	277876	BOY
EOY	278826	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	4649693	BOY
EOY	5932905	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	6038219	BOY
EOY	7295583	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	2202570	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	-919358	ReconciliationUnrealizedInvest
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	1	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	X	SupportingOrganization509a3
Supporting Org509a3 Type3 Func Int	X	SupportingOrg509a3Type3FuncInt
Certification Checkbox	X	CertificationCheckbox
Contrib By Controlling Individual	0	ContribByControllingIndividual
Contribution By Related Party	0	ContributionByRelatedParty
Contrib By35 Controlled Entity	0	ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	PASADENA UNIFIED SCHOOL DISTRICT	BusinessNameLine1

Field	Value	IRS element (for citing)
EIN	956002372	EIN
Type Of Organization	6	TypeOfOrganization
Listed In Governing Doc	1	ListedInGoverningDoc
Supported Organization Notified	1	SupportedOrganizationNotified
Organized In US	1	OrganizedInUS
Amount	$3,100,631	Amount

Field	Value	IRS element (for citing)
Total Number Of Supported Orgs	1	TotalNumberOfSupportedOrgs
Sum Of Amounts	3100631	SumOfAmounts

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 D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	4623902	BeginningOfYearBalance
Contributions	5147166	Contributions
Investment Earnings Or Losses	28118	InvestmentEarningsOrLosses
Grants Or Scholarships	4059515	GrantsOrScholarships
End Of Year Balance	5739671	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	3904504	BeginningOfYearBalance
Contributions	4018092	Contributions
Investment Earnings Or Losses	575853	InvestmentEarningsOrLosses
Grants Or Scholarships	3874547	GrantsOrScholarships
End Of Year Balance	4623902	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	4083504	BeginningOfYearBalance
Contributions	3004552	Contributions
Investment Earnings Or Losses	476880	InvestmentEarningsOrLosses
Grants Or Scholarships	3660432	GrantsOrScholarships
End Of Year Balance	3904504	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2686391	BeginningOfYearBalance
Contributions	3986960	Contributions
Investment Earnings Or Losses	10441	InvestmentEarningsOrLosses
Grants Or Scholarships	2600288	GrantsOrScholarships
End Of Year Balance	4083504	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2956050	BeginningOfYearBalance
Contributions	3237525	Contributions
Investment Earnings Or Losses	-325307	InvestmentEarningsOrLosses
Grants Or Scholarships	3181877	GrantsOrScholarships
End Of Year Balance	2686391	EndOfYearBalance

Field	Value	IRS element (for citing)
Permanent Endowment EOY Balance	0.05000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.95000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	9880	OtherCostOrOtherBasis
Depreciation	9880	Depreciation
Book Value	0	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	0	TotalOfBookValueLandBuildings

Other Securities OtherSecurities

Field	Value	IRS element (for citing)
Description	GUIDANCE SOFTWARE COMMON STOCK	Description
Book Value	833438	BookValue
Method Of Valuation	F	MethodOfValuation

Field	Value	IRS element (for citing)
Total Of Book Value Securities	833438	TotalOfBookValueSecurities
Footnote In Part XIII	X	FootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt	6226141	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-919358	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-919358	RevenueNotRptdF990
Revenue Subtotal	7145499	RevenueSubtotal
Other Revenues Not Included	74501	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	74501	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	7220000	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	4942929	TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F990	0	ExpensesNotRptdF990
Expenses Subtotal	4942929	ExpensesSubtotal
Other Expenses Not Included	74501	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	74501	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	5017430	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:	PART V, LINE 4:	TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2013 AND 2012 OF $5,460,845 AND $4,346,026, RESPECTIVELY, CONSIST OF DONOR-RESTRICTED AMOUNTS RECEIVED WHICH REQUIRE THE PAYMENT OF SPECIFIED PROGRAM SERVICE EXPENSES IN SATISFACTION OF THE RESTRICTION. PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2013 AND 2012 OF $278,826 AND $277,876, RESPECTIVELY, CONSIST OF DONOR-RESTRICTED AMOUNTS RECEIVED IN WHICH THE PRINCIPAL GIFT IS TO REMAIN IN PERPETUITY. ONLY THE INCOME EARNED CAN BE USED TO SATISFY TEMPORARY RESTRICTIONS, OR FOR OPERATIONS, IF UNRESTRICTED.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:	PART X, LINE 2:	ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JUNE 30, 2013 AND 2012. GENERALLY, THE FOUNDATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR THREE YEARS (FEDERAL) OR FOUR YEARS (STATE OF CALIFORNIA) FROM THE DATE OF FILING.
PART XI, LINE 4B - OTHER ADJUSTMENTS:		SUMMER SCHOOL SCHOLARSHIPS EXPENSE 74,501.
PART XII, LINE 4B - OTHER ADJUSTMENTS:		SUMMER SCHOOL SCHOLARSHIPS EXPENSE 74,501.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Agreement Ref Fundraising	1	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

Field	Value	IRS element (for citing)
Name Of Individual	DAVID SPIRO	NameOfIndividual

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	3349 FAIR OAKS AVENUE	AddressLine1
City	ALTADENA	City
State	CA	State
ZIP Code	91001	ZIPCode

Field	Value	IRS element (for citing)
Activity	GRANT WRITING	Activity
Fundraiser Control Of Funds	0	FundraiserControlOfFunds
Gross Receipts	0	GrossReceipts
Amount Retained By Contractor	18600	AmountRetainedByContractor
Net To Organization	0	NetToOrganization

Field	Value	IRS element (for citing)
Total Retained By Contractors	18600	TotalRetainedByContractors

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	SPRING EVENT	NameOfEvent1
Gross Receipts Event1	114375	GrossReceiptsEvent1
Charitable Contributions Event1	81794	CharitableContributionsEvent1
Gross Revenue Event1	32581	GrossRevenueEvent1
Rent Facility Costs Event1	22457	RentFacilityCostsEvent1
Other Direct Expenses Event1	10124	OtherDirectExpensesEvent1
Gross Receipts Total	114375	GrossReceiptsTotal
Charitable Contributions Total	81794	CharitableContributionsTotal
Gross Revenue Total Events	32581	GrossRevenueTotalEvents
Rent Facility Costs Total Events	22457	RentFacilityCostsTotalEvents
Other Direct Expenses Total Events	10124	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	32581	DirectExpenseSummaryEvents
Net Income Summary	0	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	PASADENA UNIFIED SCHOOL DISTRICT	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	351 SOUTH HUDSON AVENUE ROOM 214	AddressLine1
City	PASADENA	City
State	CA	State
ZIP Code	91101	ZIPCode

Field	Value	IRS element (for citing)
EIN Of Recipient	956002372	EINOfRecipient
Amount Of Cash Grant	3100631	AmountOfCashGrant
Purpose Of Grant	SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING.	PurposeOfGrant

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
COLLEGE SCHOLARSHIPS	66	81852
SUMMER SCHOOL SCHOLARSHIPS	485	74501

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.:	PART I, LINE 2:	SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE DISTRIBUTED TO THE APPROPRIATE PROGRAM UPON RECEIPT OF THE FUNDS FROM THE GRANTOR. REGULAR REPORTS ARE PROVIDED TO THE GRANTOR, AND THE BOOKKEEPING IS CHECKED REGULARLY TO ASCERTAIN THAT PAYMENTS HAVE BEEN MET.
		GRANTS AND ASSISTANCE TO PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS AND SCHOLARSHIPS: ACADEMIES 9,059 AIM HIGH SCHOLARSHIPS 49,000 ALTADENA ELEMENTARY 1,404 ART MATERIALS/PROGRAMS 7,223 BLAIR ATHLETICS 3,694 BLAIR CLASS OF '70 SCHOLARSHIP 500 BLAIR HIGH SCHOOL 25,022 BLAIR PERFORMING ARTS 10,879 BURBANK K-1 PROGRAM 4,558 BURBANK SCHOOL 399 CEIS 687,325 CIS 10,091 CLEVELAND ELEMENTARY 5,563 COMPUTER PROGRAMMING PROJECT 1,890 DON BENITO 96,902 EARLY COLLEGE HS FED GRANT 15,000 ELEMETARY SCIENCE 9,926 ELIOT MIDDLE SCHOOL 2,995 FAMILIES IN TRANSITION 4,563 FIELD ELEMENTARY SCHOOL 97,850 FOCUS POINT ACADEMY 150 FRANKLIN ELEMENTARY 4,792 HAMILTON ELEMENTARY 28,266 HEALTH PROGRAMS 265,327 JACKSON 20,513 JEFFERSON ELEMENTARY 11,780 JMHS '65 SCHOLARSHIP AWARDS 5,500 JMHS BRADFORD SCHOLARSHIP 3,342 JOHN MUIR HIGH SCHOOL 25,038 LONGFELLOW ELEMENTARY 1,853 MADISON ELEMENTARY 2,259 MARSHALL FUNDAMENTAL SCHOOL 61,278 MARSHALL HIGH SCHOOL 2,506 MATH FIELD DAY 7,045 MCKINLEY SCHOOL 45,676 MEMORIAL 915 MUIR RANCH 118,939 MULTIPLE PATHWAYS 3 296,452 MUSEUM FOLLOW UP 2,500 MUSIC EDUCATION 500 MUSIC FESTIVAL 6,358 MUSIC REPAIR FUND 4,329 MY MASTERPIECES 68,604 NO BOUNDARY STUDENT ART SHOW 6,653 NORMA COOMBS 23,453 PAASE 10,008 PARTNERS IN EDUCATION 7 PAS PART COLLEGE SUCCESS 12,542 PASADENA HIGH SCHOOL 131,108 PASADENA LEARNS 32,076 PHS SCHOLARSHIP 7,000 PROFESSIONAL STAFF DEVELOPMENT 30,058 PUSD 7-10 SCIENCE PROGRAM 8,988 ROBOTICS - STEM 366,114 ROOSEVELT SCHOOL 43,558 ROSE CITY 9,093 ROYALTIES 1,878 SAN RAFAEL SCHOOL 34,841 SCHOLARSHIPS 16,510 SIERRA MADRE 90,924 SUMMER SCHOOL 34,691 TEACHER GRANTS 43,082 TEACHER GRANTS-FIELD TRIPS 41,004 TECHNOLOGY EDUCATION 39,247 WASHINGTON ACCELERATED 53,277 WASHINGTON ELEMENTARY 1,421 WASHINGTON MIDDLE 4,909 WASHINGTON CHILDREN'S CENTER 270 WEBSTER ELEMENTARY 8 WILLARD ELEMENTARY 70,674 WILSON MIDDLE 41,324 SUMMER SCHOOL SCHOLARSHIPS 74,501 TOTAL GRANTS/ASSISTANCE 3,256,984

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	2126100	NoncashContribsRptdF990
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	EQUIPMENT	Description
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	13792	NoncashContribsRptdF990
Method Of Determining Revenues	COST	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReference	ExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11	A COPY OF FORM 990 WILL BE PROVIDED AS AN EMAIL ATTACHMENT FOR ALL BOARD MEMBERS TO VIEW. THE EXECUTIVE COMMITTEE WILL REVIEW THE DOCUMENT.
FORM 990, PART VI, SECTION B, LINE 12C	BOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 15	THE EXECUTIVE COMMITTEE MEETS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND USES COMPARABLE LOCAL NONPROFIT SALARIES AND EXPERIENCE, TO DETERMINE SALARY RANGE. THE EXECUTIVE DIRECTOR RECOMMENDS TO THE FINANCE COMMITTEE WHICH RECOMMENDS TO THE EXECUTIVE COMMITTEE COMPENSATION LEVELS FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS APPROVES THE BUDGET WHICH INCLUDES COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	FORM 990 IS UPLOADED ON PEF WEBSITE AND ON THE WEBSITE OF GUIDESTAR.
FORM 990, PART X, LINE 12, OTHER SECURITIES:	INCLUDED IN COMMON STOCK ARE SHARES IN A SINGLE STOCK RECEIVED AS GIFTS FROM AN INDIVIDUAL FROM 2007 THROUGH PRESENT. THE FAIR MARKET VALUE OF THIS COMMON STOCK IS $833,438 AT JUNE 30, 2013, AND $2,118,799 AT JUNE 30, 2012. THE FOUNDATION IS LIQUIDATING THE STOCK IN ACCORDANCE WITH THE WISHES OF THE DONOR.