PETTERS FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PETTERS FAMILY FOUNDATION (EIN 45-2323642)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-12
- IRS object ID
- 201321639349100407
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-12T14:50:43-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540737372 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PBMARES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 TOWN CENTER DRIVE SUITE 900 | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 236064287 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452323642 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETTERS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PETT | NameControl |
| Phone | 7576243175 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 HILTON TERRACE | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 23601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C MICHAEL PETTERS | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 7576243175 | Phone |
| Date Signed | 2013-05-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S HAIGH | Name |
| PTIN | P00057578 | PTIN |
| Phone | 7578731587 | Phone |
| Date Prepared | 2013-05-29 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2692808 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1521247 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 42695 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42695 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -9654 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 196287 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 19627 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1573915 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42695 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 11334 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2402 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 5668 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 11702 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2480 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 5851 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13985 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2965 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 6992 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1830 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 534 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 12 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10635 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3972 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 49486 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12353 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 18523 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20740 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20740 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70226 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12353 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39263 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1503689 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30342 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 983484 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1121667 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1121667 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers EOY | 63 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 63 | ReceivablesFromOfficersEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1365443 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1571078 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 983484 | TotalAssetsBOY |
| Total Assets EOY | 2487173 | TotalAssetsEOY |
| Total Assets EOYFMV | 2692808 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 983484 | UnrestrictedBOY |
| Unrestricted EOY | 2487173 | UnrestrictedEOY |
| Total Net Assets BOY | 983484 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2487173 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 983484 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2487173 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 983484 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1503689 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2487173 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2487173 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 194754 | 205941 | -11187 | -11187 | |
| CAPITAL GAINS DIVIDENDS | 1533 | 1533 | 1533 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9654 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 30675 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.629992 | DistributionRatioYear1 |
| Total Distribution Ratio | 1.629992 | TotalDistributionRatio |
| Average Distribution Ratio | 1.629992 | AverageDistributionRatio |
| Net Noncharitable Assets | 1361036 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2218478 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 303 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2218781 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39263 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 607 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 607 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 607 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 670 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 568 | TaxPaidWithExtension |
| Total Credits And Payments | 1238 | TotalCreditsAndPayments |
| Overpayment | 631 | Overpayment |
| Amount Credited To Next Year | 631 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C MICHAEL PETTERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7576243175 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 HILTON TERRACE | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 23601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| C MICHAEL PETTERS | ||||||||
| 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | SECRETARY/TREASURER | 2.00 | 0 | 0 | 0 |
| NANCY B PETTERS | ||||||||
| 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| SARAH W PETTERS | ||||||||
| 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | VICE PRESIDENT | 2.00 | 5667 | 0 | 0 |
| CAROLINE G PETTERS | ||||||||
| 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | VICE PRESIDENT | 2.00 | 5667 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1097599 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 284163 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1381762 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1381762 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20726 | CashDeemedCharitable |
| Net Noncharitable Assets | 1361036 | NetNoncharitableAssets |
| Minimum Investment Return | 68052 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 68052 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 607 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 146 | IncomeTaxForThisYear |
| Total Tax | 753 | TotalTax |
| Distributable Amount Before Adj | 67299 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 67299 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 67299 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39263 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 39263 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 39263 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 67299 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 49569 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 49569 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39263 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 39263 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 28036 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 28036 | ExcessDistriCyovAppliedCY |
| Total Corpus | 21533 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 21533 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 21533 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY B PETTERS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TRINITY LUTHERAN CHURCH | |||||||
| 6812 RIVER ROAD | NEWPORT NEWS | VA | 23607 | NONE | CHURCH | GENERAL SUPPORT | $4,500 |
| VIRGINIA LIVING MUSEUM | |||||||
| 524 J CLYDE MORRIS BLVD | NEWPORT NEWS | VA | 23601 | NONE | 501 (C)(3) ORGANIZAT | GENERAL SUPPORT | $10,000 |
| FCS URBAN MINISTRIES INC | |||||||
| P O BOX 17628 | ATLANTA | GA | 30316 | NONE | 501 (C)(3) ORGANIZAT | BELTLINE BIKESHOP MINISTRY | $6,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20740 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,695 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $19,627 | UnrelatedBusinessIncomeAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$9,654 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $19,627 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,041 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52668 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (7 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 254547 | X | |
| 2 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 1100000 | X | |
| 3 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 5000 | X | |
| 4 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 5000 | X | |
| 5 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 5000 | X | |
| 6 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 67501 | X | |
| 7 | NANCY B PETTERS REVOCABLE TRUST | 206 HILTON TERRACE | NEWPORT NEWS | VA | 23601 | 84198 | X |
Noncash Property NoncashProperty (6 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | STOCK FUNDS WITH CHARLES SCHWAB | 254547 | 2012-12-26 |
| 3 | 1 UNIT OF RIDGEWOOD ENERGY U FUND, LLC | 5000 | 2012-02-16 |
| 4 | .5 UNIT OF RIDGEWOOD ENERGY V FUND, LLC | 5000 | 2012-02-16 |
| 5 | .375 UNIT OF RIDGEWOOD ENERGY A-1 FUND, LLC | 5000 | 2012-02-16 |
| 6 | 13,056.349 SHARES OF CNL LIFESTYLE PROPERTIES, INC. | 67501 | 2012-02-01 |
| 7 | 13471.667 SHARES OF WELLS REAL ESTATE INVESTMENT TRUST II, INC. | 84198 | 2012-02-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $13,985 | Amount |
| Net Investment Income | 2965 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6992 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (22 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DODGE & COX INTERNATIONAL STOCK FUND | AT COST | 39836 | 39836 |
| DOUBLELINE TOTAL RETURN BOND FUND | AT COST | 74975 | 75750 |
| FAIRHOLME FUND | AT COST | 50436 | 50436 |
| FIDELITY HIGH INCOME FUND | AT COST | 150000 | 155609 |
| ISHARES TR DOW JONES | AT COST | 75084 | 75849 |
| MUTUALHEDGE FRONTIER | AT COST | 80161 | 77039 |
| PIMCO EMERGING LOCAL BOND FUND | AT COST | 100000 | 101534 |
| SPDR GOLD TRUST | AT COST | 14955 | 14955 |
| SPDR S&P INTERNATIONAL | AT COST | 16834 | 16834 |
| TEMPLETON GLOBAL BOND FUND | AT COST | 108641 | 112503 |
| TFS MARKET NEUTRAL FUND | AT COST | 15601 | 15601 |
| VANGUARD MSCI EMERGING MARKETS | AT COST | 22770 | 22770 |
| VANGUARD SMALL CAP | AT COST | 28405 | 28405 |
| VANGUARD TOTAL STOCK MARKET | AT COST | 65710 | 65710 |
| WISDOMTREE EMERGING MKTS | AT COST | 65393 | 60648 |
| RIDGEWOOD ENERGY U FUND, LLC | AT COST | 0 | 47366 |
| RIDGEWOOD ENERGY V FUND, LLC | AT COST | 2771 | 39903 |
| RIDGEWOOD ENERGY A-1 FUND, LLC | AT COST | 914 | 102126 |
| WELLS REAL ESTATE INVEST. TRUST II, INC. | AT COST | 78892 | 84198 |
| CNL LIFESTYLES PROPERTIES, INC. | AT COST | 60646 | 67501 |
| CORPORATE CAPITAL TRUST | AT COST | 208515 | 211343 |
| COLE REAL ESTATE INVESTMENTS | AT COST | 104904 | 105162 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $11,702 | Amount |
| Net Investment Income | 2480 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5851 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 3972 | 3972 | 0 |
| RIDGEWOOD ENERGY U FUND | 3669 | 0 | 0 |
| RIDGEWOOD ENERGY V FUND EXPENSES | 1219 | 0 | 0 |
| RIDGEWOOD ENERGY A-1 FUND | 1775 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| RIDGEWOOD ENERGY A-1 FUND | 15530 | 0 | 15530 |
| RIDGEWOOD ENERGY V FUND | 4097 | 0 | 4097 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | NANCY B PETTERS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 HILTON TERRACE | AddressLine1 |
| City | NEWPORT NEWS | City |
| State | VA | State |
| ZIP Code | 23601 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $528 | 528 | 0 |
| EXCISE TAX | $1,277 | 0 | 0 |
| TAXES AND LICENSES | $25 | 6 | 12 |
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